Amazon rebuffs the Big Apple. Coke fizzles while Pepsi sparkles. And NVIDIA stops the bleeding. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and talk Activision Blizzard, Shopify, Restaurant Brands International, and UnderArmour. Plus, corporate governance expert and film critic Nell Minow talks about the problem with stock buybacks ... Show More
Nov 2023
Prof G Markets: OpenAI’s Dev Day, Disney vs. Warner Bros. Discovery, and Uber’s Branding Turnaround
Scott shares his thoughts on Uber’s second consecutive quarter of profitability. He then breaks down why Disney had a better quarter than Warner Bros. Discovery, despite facing the same headwinds. Finally, we hear the latest from OpenAI’s developer event and Sam Altman’s keynote ... Show More
39m 29s
Jul 2024
Picks, Spills, and a Dunk
D.A. Davidson’s Tom Diffely talks “gold trophy” stocks. Plus, Jack on earnings mishaps and Amazon’s NBA rights deal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
25m 53s
Dec 2024
Prof G Markets: The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
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Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explain ... Show More
41m 30s
May 2023
Everything’s Coming up AI!
Felix, Mihir and Charlotte Howard discuss the recent earnings season with a spotlight on ExxonMobil, Chevron, Autozone, Apple, UPS, Microsoft and PDD – and what it all means for the economy. Hosted on Acast. See acast.com/privacy for more information.
47m 15s
Apr 2018
The Future of Newspapers, and Debating Big Tech
In this episode, Youngme, Felix, and Mihir discuss whether there’s a market for a Netflix for News; debate the future of newspapers like The New York Times; argue about which Big Tech company (Apple, Alphabet, Amazon, Facebook) is most and least vulnerable; and offer their After ... Show More
38m 38s
Oct 2023
Prof G Markets: OpenAI’s $90 Billion Valuation, FTC Takes on Amazon, and The Recession is Coming
This week on Prof G Markets, Scott shares his thoughts on OpenAI’s new valuation and Amazon’s investment in Anthropic. He also debates the FTC’s case against Amazon with Ed. Finally, he explains why he thinks a recession is on the way (for real this time).
Vote now for Prof G Ma ... Show More
36m 28s
Jan 2025
Starbucks Ceramic Mugs & Drizzles, Walmart Pay Increases & Amazon’s New Head Of Grocery | Fast Five
In this week’s Omni Talk Retail Fast Five news roundup, sponsored by the A&M Consumer and Retail Group, Simbe, Mirakl, Ocampo Capital, and Scratch Event DJs, Chris and Anne discussed:The appointment of Whole Foods CEO Jason Buechel to head up Amazon’s grocery strategy (Source)Whe ... Show More
49m 28s
Jul 2020
“Does this tie make my hoodie look fat?” — The Big Tech 4 hit DC. Blue Apron’s shocker profit. AMC’s movie truce.
Amazon. Apple. Facebook. Google. CEOs of the Big Tech 4 hit up Capitol Hill for their biggest Congressional grilling, maybe ever. Blue Apron whipped up its 1st profit since IPO’ing, but then the stock plummeted 15%. And AMC Movie Theaters just snagged the most important deal in s ... Show More
17m 31s
Jan 2025
Fast Five Shorts | Amazon To Sell Ad Tech To Other Retailers
In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Simbe, Ocampo Capital and Scratch Event DJs Chris Walton and Anne Mezzenga discuss: Amazon Selling Ad Tech To Other RetailersFor the full episode head here: https://yout ... Show More
4m 26s