Which Companies Are Chattiest about AI & Sinclair Takes a Stake in Scripps
Brew Markets
Why Outsourced Services Firms Can Be Defensive
Ann explains diversification, contract stickiness, and recession resilience in outsourced food and facility services.
Episode 66: Today, Ann explores a report of which companies have spoken about AI on their earnings calls and what it could potentially mean. Next up, a look at Aramark’s earnings report and what it means for the $10 billion food giant. Then a look at the potential merger between local news operators Scripps and Sinclair. And finally a look at how Alphabet keeps hitting record-highs.
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