Podcast Episodes
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NVIDIA’s Kickback: Don’t Call It an Export Tax & AutoZone’s Muffled Earnings
Episode 80: Today, Ann explores President Trump’s decision allowing NVIDIA to ship H200 chips to China and why the 25% cut to U.S. coffers can’t cons…
6 months, 1 week ago
Paramount Gets Hostile Over Netflix-WBD Deal & Ulta: Beauty's Beast is Back
Episode 79: Today, Ann examines the turnaround happening at Ulta that recently sent its share price to an all-time high - how has management executed…
6 months, 1 week ago
Trust Issues: Wikipedia’s Founder on Big Tech, Social Media and AI & Are Malls Back?
Episode 78: Today, Ann is joined in-studio by the founder of Wikipedia - Jimmy Wales - to discuss trust in social media, the prospects of using AI to…
6 months, 2 weeks ago
Meta’s Virtual Reality Check & Kroger Shelves Its Automation Push
Episode 77: Today, Ann examines Meta’s decision to slash the budget for its lagging metaverse operations and applauds the difficult move that’s right…
6 months, 2 weeks ago
Automakers Hit the Brakes on EV & Can Macy’s Be Luxurious Again?
Episode 76: With news coming out of the White House this afternoon that auto fuel standards will be rolled back, Ann reviews which auto companies hav…
6 months, 2 weeks ago
Lab Grown Diamonds for Christmas & Costco Joins Tariff Lawsuits
Episode 75: Today, Ann explores why the Omnicom-IPG merger, which created the world’s largest advertising company and is expected to generate more th…
6 months, 2 weeks ago
Demystifying the Housing Market & Disney’s Boffo Box Office
Episode 74: Today, Ann takes a look at the major battle shaping up in real estate over ‘private listings” - how Zillow’s ban on off-market and broke…
6 months, 2 weeks ago
Meet Nuuly: Urban’s Rental Gem & Petco: An Old Dog Learns New Tricks
Episode 73: Ann explores Nuuly, the hidden gem inside Urban Outfitters that’s pushing Rent the Runway off the catwalk and bringing in predictable, re…
6 months, 3 weeks ago
NVIDIA Insists It’s Not Enron & Smucker’s Billion-Dollar Sandwich
Episode 72: Today, Ann digs into NVIDIA's note to analysts defending itself against concerns that it’s another Enron - meanwhile, AI chip competition…
6 months, 3 weeks ago
Eli Lilly Joins an Exclusive Club & Does Netflix Really Want Warner Bros?
Episode 71: Today, Eli Lilly becomes the first healthcare company to join the Trillion-Dollar Market Cap Club - Ann looks at this intriguing and hist…
6 months, 3 weeks ago