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PepsiCo’s Super Bowl Playbook & ELF’s Billion Dollar Beauty Bet
Episode 118: Today, Ann digs into e.l.f. Beauty’s earnings to gauge the impact of Hailey Bieber’s Rhode, a year after e.l.f. bought the celebrity bra…
8 months ago
AI Hammers Software Stocks & Uber’s Earnings Don’t Deliver
Episode 118: Today, Ann explores how AI innovations - like Anthropic’s roll-out of new Claude tools - is disrupting once-reliable software cash flow …
8 months ago
Can Musk Helm Two Public Companies? & A Wave of New CEOs Take Charge
Episode 116: Today, Ann explores the possibility of Elon Musk helming two public companies at once with the announced tie-up and IPO of SpaceX and xA…
8 months, 1 week ago
Disney Magic Comes at a Price & SoFi Adds A Million Members
Episode 115: Today, Ann examines earnings from Disney - despite a boffo year at the box office and streaming growth, the stock is dragged down by exp…
8 months, 1 week ago
The 2026 IPO Pipeline with Nasdaq’s Vice Chairman Bob McCooey
Episode 114: Today, Ann is at the Nasdaq in Times Square for a conversation with the exchange’s Vice Chairman Bob McCooey about the outlook for IPOs …
8 months, 1 week ago
A Robust Starbucks Investor Day & Defense Earnings Roundup
Episode 113: Today, Ann shares her firsthand experience at today’s NYC Starbucks Investor Day and how the coffee giant’s CEO Brian Niccol is position…
8 months, 1 week ago
Puma v. Nike: Sportswear Wars Go Global + AT&T Dials Up Bundles
Episode 112: Today, Ann reviews Anta’s plan to buy a 29% stake in Puma - positioning China’s biggest sportswear group to take on Nike as the American…
8 months, 1 week ago
Corning Glass: Unlikely AI Winner & UnitedHealth in Critical Condition
Episode 111: Today, Ann covers Meta’s multi-year deal with Corning for $6 billion of fiber-optic cable from the 175-year old glass company that also …
8 months, 1 week ago
Capital One Going Fintech with Brex & Inside Intel’s Supply Issues
Episode 110: Episode 110: Today, Ann explores Capital One’s move into fintech with the acquisition of Brex at a nearly 60% discount from its peak val…
8 months, 2 weeks ago
Small-Cap Stocks Are Having A Run: What to Know
Episode 109: Today, Ann discusses small-cap stocks with Manny Weintraub, Principal at investment firm Cannell & Spears. After a year dominated by me…
8 months, 2 weeks ago