
âSports-pocalypse 2K20â â EA Sports is in the game. Club Appleâs big day. TJ Maxxâs revenge shopping.
The Apple Worldwide Developer Conference is both a mouthful and Appleâs biggest day of the year, so we break down the stories that matter for you. Since there are no real live sports happening, EA Sports is really âin the gameâ during COVID-19. And TJ Maxx is enjoying the ârevenge shoppingâ vibes among Americans. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
24 Juni 202017min

âBob Ross wouldâve used Canvaâ â Virgin Galactic surges 16%. Canva hits $6B. Hey vs. Apple.
Virgin Galactic shares popped on word of its 2nd business line: space tourism to the International Space Station. Hey (real name) is trying to fix email forever, but first itâs taking on Apple and its infamous App Tax. And Canva is our âUnicorn of the Dayâ for hitting $6B while making you look sharp on social media. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23 Juni 202016min

âApple secret sports divisionâ â Techâs real sports moves. Clearâs pivot. Carmaxâs differentiator.
Twitch is kicking the Streaming Wars up a notch on behalf of its owner, Amazon: Itâs going after cableâs live sports (and Apple and Google may follow). Airport icon Clear knows youâre not traveling so itâs pulling off its biggest pivot in a decade. And Carmax now has competition from Vroom and Carvana, so weâre looking at differentiation strategies. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
22 Juni 202013min

âNo more McLasagnaâ â McDonaldâs menu reduction. Spotifyâs latest acquisitions. Carnivalâs 1 lifesaver.
Spotify shares surged over 10% on word they signed Kim Kardashian and Batman to exclusive podcasts. McDonaldâs slimmed 100 items off its menu, and itâs loving how the slimmer menu strategy feels. And Carnivalâs earnings reveal how itâs surviving in a corona-conomy âpauseâ for the cruise industry. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
19 Juni 202015min

âDieting, but not cutting out milkshakesâ â Uber-as-a-Service. Beyond Meatâs Cookout strategy. The (other) Dowâs filthy environmentalism.
Beyond Meatâs early adopters didnât care about price, but everyone else does. So itâs launched an âaffordableâ bulk pack to get beyond them. Dow Inc. (not âThe Dowâ) is okay making filthy materials because it says they make Tesla possible. And Uber is teaming up with the public transportation itâs historically always crushed â weâre calling it UaaS (âUber-as-a-Serviceâ). Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
18 Juni 202015min

âRent-a-Zombieâ â Hertz back from the dead. Appleâs App Store bias. BPâs oil DCF.
You thought Hertz was dead when it went bankrupt last month, but now itâs issuing $500M in new stock â weâre looking at how thatâs possible. Apple wants to be both the referee and a player in its App Store, and the implications are huge for the great platforms of tech. And BP thinks its oil is worth $17.5B less than it last told us, so being honest about COVIDâs impact on its biz. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
17 Juni 202017min

âThe only Will Smith stockâ â iRobotâs Cadillac vacuum. Shopify + Walmart vs. Amazon. Airbnbâs anti-racism algorithm.
iRobot is the only robot company thatâs WFH right now, but weâve got a bold idea for its next move: Sell yourself. Shopify shares surged on word it is partnering with Walmart for an unprecedented rebel alliance against the Amazon empire. And Airbnb just whipped up âProject Lighthouseâ to fix racism on its platform â We think the entire gig economy could use that. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
16 Juni 202018min

âThrow cash in the $14B Instacartâ â Photoshop pulls a Snapchat. Travel stocks go big/go home. Instacart & Doordash raise funds.
Because youâre doing delivery for everything your body consumes, Instacart and Doordash just raised mega fundraising rounds (sorry, you canât invest in them yet). Adobe wants to make sure Gen Z uses âPhotoshopâ as a verb, so it just launched a freaky new photo-filtering app. And travel stocksâ latest plummet has made them 2020âs case study in risk/reward. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
15 Juni 202016min






















