“$5 Billion Feels Like Overkill”

“$5 Billion Feels Like Overkill”

Nordstrom is facing a problem with its customers, while Autodesk faces a problem it created. (0:21) Asit Sharma and Tim Beyers discuss: - Questions about Autodesk’s capital allocation strategy. - Nordstrom's plans for a tough retail environment. - Favorite Thanksgiving traditions! (12:44) Tim White joins Tim Beyers for an audio version of “This Week in Tech.” They discuss the fundamentals of software platforms, and how they could change over the next five years. Stocks mentioned: ADSK, JWN, CRM, TWLO, MDB, AMZN Host: Asit Sharma Guests: Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(2093)

Restaurants Play Value Games

Restaurants Play Value Games

David Henkes is a Senior Principal for Technomic and a global food and beverage trendwatcher. Henkes joined Ricky Mulvey for a conversation about: - How McDonald’s kicked off the value wars. - Why th...

6 Okt 202425min

The Commercial Real Estate Revival

The Commercial Real Estate Revival

In the third quarter, real estate was one of the best-performing sectors in the stock market, second only to utilities. A year ago, few investors would have seen that coming.  Matt Argersinger is an ...

5 Okt 202425min

An AI IPO, 20 Years of RB

An AI IPO, 20 Years of RB

Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans?   (00:45) Asit Sharma and Jason Moser discuss: The dock workers strike, its daily cost, ...

4 Okt 202440min

Open Checks, Corked Bottles

Open Checks, Corked Bottles

OpenAI is projected to lose $5 billion this year. And, yet: it just keeps raising money. (00:21) Jim Gillies and Mary Long discuss: OpenAI’s $157 billion valuation The port strike’s potentially posi...

3 Okt 202430min

Nike’s Long Walk

Nike’s Long Walk

A new CEO is hoping to turn the iconic brand around, but he’s not there yet. (00:21) Jason Moser and Ricky Mulvey discuss: - Earnings from Nike. - Tesla’s delivery numbers. - Adam Neumann returning to...

2 Okt 202428min

Ports On Strike

Ports On Strike

About half of U.S. imports go through the ports where dock workers just went on strike. (00:25) David Meier and Ricky Mulvey discuss: - How companies are navigating the port worker’s strike. - The dis...

1 Okt 202428min

CVS Gets an Activist Check-Up

CVS Gets an Activist Check-Up

Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track?   (00:19) Seth Jayson and Dylan Lewis discuss: - Why CVS has activists sniffing...

30 Sep 202429min

Quantum Is the New Silicon

Quantum Is the New Silicon

$2 trillion. That’s how much value McKinsey estimates quantum technology will generate in the next 10 years. But some estimates place that number even higher. “This Week in Tech” co-hosts Tim Beyers a...

29 Sep 202432min

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