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About this episode

The stock market hits a new high. JPMorgan Chase CEO Jamie Dimon expresses bullishness about the economic recovery and concern about the future. Constellation Brands serves up strong growth. Amazon gains ground in digital advertising and announces plans to open its first grocery stores on the East Coast. Okta shares soar on optimism from the company’s invest ... Show More

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Yesterday

Picking the Winners of the Honeywell Breakup

The Honeywell International of 10 years ago is now six different publicly traded companies. This week, Honeywell International split with Honeywell Aerospace to complete the pre-planned separation. Tyler, Matt, and Lou look break down the prospects for the disparate parts as stan ... Show More

27m 18s

Jun 29

Rocket Lab Shakes Up Satellite Communications

Jon, Matt, and Rachel dissect the latest breakup news from Comcast as the media giant intends to spin off assets under its NBCUniversal entity. This could unlock value but could shake up the streaming landscape. The team then moves on to Rocket Lab’s $8 billion acquisition of Iri ... Show More

21m 27s

Jun 28

The AI Headlines You Should Be Most Suspicious Of

The companies dominating AI headlines right now may not be the ones actually winning. In fact, according to Julie Averill, the loudest signals are often the ones most worth questioning. As former global CIO of Lululemon — where she helped oversee one of retail's most successful t ... Show More

28m 48s

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