Both Cisco Systems and Cerebras earnings reports showed two companies with bulging order books, but even that couldn’t satiate the markets appetite. Jon, Matt, and Tyler break down their respective earnings reports and look at some of the major challenges these companies will face and the challenges they present to investors. Plus, a lightning round of earni ... Show More
Yesterday
RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats Up
Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates than anything else. No wonder it was the most discussed topic on the conference call. Travis, Matt, and Tyler dissect Rocketlab’s earnings and opportunities in ... Show More
25m 18s
Feb 2025
Prof G Markets: Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
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Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings ... Show More
55m 7s
Nov 2024
Starbucks Teams Up With DoorDash, Wonder Buys Grubhub & Amazon Halts Fertility Project | Fast Five
In this week’s Omni Talk Retail Fast Five news roundup, sponsored by the A&M Consumer and Retail Group, Ownit AI, Avalara, Mirakl, and Ocampo Capital, Chris and Anne discussed:Starbucks offering delivery via DoorDash through the Starbucks app (Source)Amazon shutting down a secret ... Show More
41m 31s
Feb 2025
Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings, and examine why big tech has yet to adjust its sp ... Show More
54m 43s
May 2025
Starbucks' Bitter Brew | The Founder's Curse | 1
It's 2021 and Starbucks workers are experiencing post-pandemic exhaustion. For the first time, baristas and others seem poised to vote to form a union. To head that off, Starbucks legendary CEO, Howard Schultz, comes out of retirement. He promises to lead Starbucks back to its em ... Show More
39m 21s
Apr 2019
Walmart’s secret “store of the future” unveiled, Starbucks’ loyalty-powered record high, and 3M’s worst day since ‘87
Starbucks announced the return of the S’mores Frappuccino, but we’re focused on what its new loyalty program change means to your daily routine. Walmart has been cooking up a “store of the future” out of its Long Island-based lab, so we checked it out. And post-it note creator 3M ... Show More
15m 42s