Tylenol Maker Bought for $40B & Coke Doubles Down on AI Ads
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 of...
4 Nov 202528min
Disney and YouTube Are Beefin’ & What’s Behind the ‘K-Shaped’ Economy?
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 its...
3 Nov 202527min
AI Music is Catching On & Businesses Have a Penny Problem
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 st...
31 Okt 202529min
The Fed Slashes Rates Again & Big Tech’s Endless AI Spending
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 sheet...
30 Okt 202531min
Mass Layoffs Hit Corporate America & Musk’s Grokipedia vs. Wikipedia
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-p...
29 Okt 202529min
Govt. Shutdown Threatens Food Stamps & AI Giving Performance Reviews?
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 contin...
28 Okt 202527min
Trump Raises Tariffs On Canada Over Ad Spat & Nike Wants Motorized Walking
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 cou...
27 Okt 202527min
Gambling Scandal Rocks the NBA & Oil Jumps After US Sanctions Russia
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 sanctions...
24 Okt 202529min
