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Tylenol Maker Bought for $40B & Coke Doubles Down on AI Ads
Episode 705
Episode 706: Neal and Toby discuss the acquisition of Kenvue, the maker of Tylenol, by Kimberly Clark. Then, Palantir reports a strong Q3 as their government sales surges. Also, Shein bans the sale o…
Published on 1 month, 1 week ago
Disney and YouTube Are Beefin’ & What’s Behind the ‘K-Shaped’ Economy?
Episode 705
Episode 705: Neal and Toby discuss the ‘k-shaped’ economy where wealthy Americans are spending like nothing’s wrong, while lower-income earnings are pulling back their spending. Then, Disney pulls it…
Published on 1 month, 1 week ago
AI Music is Catching On & Businesses Have a Penny Problem
Episode 704
Episode 704: Happy Halloween! Neal and Toby cover Apple’s earnings which beat expectations thanks to a reinvigorated demand for the iPhone 17. And Amazon’s cloud business is booming.Then, since the s…
Published on 1 month, 2 weeks ago
The Fed Slashes Rates Again & Big Tech’s Endless AI Spending
Episode 703
Episode 703: Neal and Toby recap big tech earnings coming from Meta, Microsoft, and Alphabet. Then, the Fed makes its 2nd rate cut for the year as well as ending the effort to reduce its balance shee…
Published on 1 month, 2 weeks ago
Mass Layoffs Hit Corporate America & Musk’s Grokipedia vs. Wikipedia
Episode 702
Episode 702: Neal and Toby discuss the wave of layoffs sweeping across companies in different industries as a result of AI and mergers. Then, Microsoft and OpenAI reach a new deal that enables a for-…
Published on 1 month, 2 weeks ago
Govt. Shutdown Threatens Food Stamps & AI Giving Performance Reviews?
Episode 701
Episode 701: Neal and Toby give an update on the government shutdown approaching its 28th day, which now threatens funding SNAP benefits that millions of Americans rely on. Plus, airport delays conti…
Published on 1 month, 2 weeks ago
Trump Raises Tariffs On Canada Over Ad Spat & Nike Wants Motorized Walking
Episode 700
Episode 700: Neal and Toby talk about Trump’s tariff retaliation on Canada after it aired a misleading ad on TV. Then, Argentina’s Javier Milei’s free-market revolution hangs in the balance of the co…
Published on 1 month, 2 weeks ago
Gambling Scandal Rocks the NBA & Oil Jumps After US Sanctions Russia
Episode 699
Episode 699: Neal and Toby unpack the gambling scandal that’s led to the arrests of Chauncey Billups and Terry Rozier, which also involves an organized crime family. Then, the US just placed sanction…
Published on 1 month, 3 weeks ago
Kalshi is Scaring DraftKings & How Do You Sell $102M of Louvre Loot?
Episode 698
Episode 698: Neal and Toby dive into why prediction markets are making their way into the sports-betting industry. Then, Meta thinks doing less is more to stay in the AI arms race by…cutting AI staff…
Published on 1 month, 3 weeks ago
Warner Bros. Discovery Is Up for Sale & Beyond Meat Meme Stock Moment?
Episode 697
Episode 697: Neal and Toby discuss Warner Bros. Discovery opening itself up for sale after getting a lot of interest. Then, leaked documents show Amazon is planning on going all-in on robotics to rep…
Published on 1 month, 3 weeks ago