SOTS 2nd Hour: Consumer Strength, “Insane” AI Chip Demand and Campbell’s Soup Meets Hoops 10/17/24

Joe Henricks, CEO of CSX, shares insights on the railroad industry's health and its economic implications. Alan Gould from Loop Capital Markets delves into Netflix's financial trajectory, highlighting key growth factors. Mark Klaus, CEO of Campbell Soup, discusses an innovative partnership with Harris Blitzer Sports & Entertainment that integrates their products into sports venues. The conversation touches on consumer sentiment, AI chip demand, and the evolving landscape of marketing strategies in sports.