The chapter provides insights into the recent earnings reports of Alphabet and Tesla, focusing on concerns about returns on Alphabet's AI investments and trends in investor sentiment towards AI technology. It also discusses the investments made by a company in various areas, such as creating a network of the future, managing costs, and potential benefits from partnerships like the contract with USPS.
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Mattel CEO Ynon Kreiz discusses the toy company's earnings and receiving a takeover approach from L Catterton. Burns & McDonnell CEO Leslie Duke shares her thoughts on surging electricity demand in the US. And we Drive to the Close with Neville Javeri, Equity Portfolio Manager at Allspring Global Investments.
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