

SOTS 2nd Hour: Apple’s Surprise Sales, Amazon’s Cloud Dreams, and Boeing’s Light At The End Of The Tunnel 11/1/24
Nov 1, 2024
Guest
John Blackledge
Guest
Steve Kovac
Guest
Jan Hatsias
Guest
Steve Leisman

Guest
Kelly Ortberg

Guest
Andy Jassy
Guest
Dan Ives
Dan Ives, an analyst at Wedbush Securities, supports his bullish perspective on Apple despite concerns over holiday iPhone demand. Andy Jassy, CEO of Amazon, praises strong earnings and discusses the company's AI investments driving growth. Kelly Ortberg, Boeing's CEO, addresses striking workers and presents a new contract proposal. Steve Leisman and Jan Hatsias analyze the mixed October jobs report, shedding light on labor market challenges and Federal Reserve implications, while insights into Amazon's promising future come from John Blackledge.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Tech Sector Dynamics and Market Insights
02:27 • 14min
Analyzing Payroll Data and Economic Trends Amidst Seasonal Fluctuations
16:15 • 3min
Boeing Union Negotiations and Industry Insights
19:22 • 6min
Economic Indicators and Market Dynamics
25:21 • 17min
Amazon's Growth and Arizona's Labor Challenge
42:31 • 5min