Asian Food Chains Moving Stateside

Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about ...  Show more

Robinhood's growth is slowing, but new products and subscription revenue could offer a path forward. Oracle is diversifying beyond Nvidia as competition in AI chips heats up. Meanwhile, Microsoft's latest voluntary buyout offers raise questions about how Big Tech will fund its ma ...  Show more

From a $33 billion family tie-up at Toyota to Japan’s 400% surge in M&A activity, Anthony and Stephen break down the latest investment banking scorecard and why dealmakers are suddenly flocking East.They also dig into Disney’s final takeover of Hulu, the $15 billion Meta bet on A ...  Show more

This week, Felix Salmon, Emily Peck, and Elizabeth Spiers discuss the sale of Citrix, Barbados’ Blue Bonds, and how fancy food could save airlines. In the Plus segment: The economics of timeshares. Podcast production by Jessamine Molli. Hosted on Acast. See acast.com/privacy for ...  Show more

Plant-based foods are no longer a tiny niche market. Consumers are hungry for more and even fast-food giants are eating up the trend. On this episode, we're joined by Wall Street Journal reporter Heather Haddon and comedy writer Halle Kiefer to look at stories about the changing ...  Show more