Artificial Intelligence continues to drive valuations and headlines – we check in on the latest corporate intrigue at OpenAI, how generative AI is driving results for Accenture, and how Braze is bringing it to customers.
(01:02) Emily Flippen and Bill Mann discuss:
- Hurricane Helene hitting the southeast U.S. and the state of insurance, reinsurance, and black swan events.
- Meta’s new Orion augmented reality prototype, and the latest drama at OpenAI.
- Why Vail is expecting fewer skiers this winter, gold is boosting Costco, and Accenture is enjoying the generative AI boom.
(19:04) Braze CEO Bill Magnuson took a break from the company’s Forge 2024 event to give analyst Tim Beyers a rundown on the company's latest innovations, how it's helping marketers harness AI, and the different ways these new offerings play into the company's growth story.
(33:27) Bill and Emily break down two stocks on their radar: Carnival Cruise Lines and Visa.
Stocks discussed: LMND, META, VAIL, COST, ACN, CCL, V.
Host: Dylan Lewis
Guests: Bill Mann, Emily Flippen, TIm Beyers, Bill Magnuson
Engineers: Tim Sparks, Rick Engdahl
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