Who Won Black Friday, Cyber Monday?

Broadcom hasn’t been the first company on investor’s minds when it comes to AI Infrastructure, but CEO Hock Tan was certainly making the case that it should after the company’s first quarter earnings report. Between its anticipated surge in AI related revenue and its plans to say ...  Show more

Apple has introduced a number of new products this week, including a new phone and displays. But the Macbook Neo is a low-cost Mac that could make the company’s PCs more popular for kids and families. Whether it moves the needle for the stock will take time to tell. Travis Hoium, ...  Show more

I’ve been shouting this from the rooftops: live social shopping is about to explode—and in this episode, I sit down with someone who’s actually doing it at scale. David Rawlinson, CEO of QVC Group, joins me to break down how one of the OGs of commerce + entertainment is going all ...  Show more

Welcome to the July edition of the State of the Industry podcast. In this episode, we talk about the influence of political spending on direct to consumer (DTC) businesses. Join us as we explore how the upcoming presidential election could impact advertising costs, consumer be ...

In this week’s Fast Five podcast, sponsored by Microsoft, the A&M Consumer and Retail Group, Takeoff, and Sezzle, Chris Walton and Anne Mezzenga discuss: - Who wore it better: Amazon Style or Amazon Go in the suburbs? - 7-Eleven's new 30 minutes or less subscription delivery pro ...  Show more

This is Matt Reustle. Today we are breaking down the Latam e-commerce Giant, Mercado Libre. My guest is Daniel Wu of Bristlemoon Capital. I was introduced to MELI about 15 years ago when it was still the eBay of Latam, and similar to a place that you revisit after a long time awa ...  Show more