

Walmart Beats, Cisco CEO Exclusive, Fed for Thought: Ten-Year Yield Hits 2008 High 8/17/23
Aug 17, 2023
Chuck Robbins, CEO of Cisco, discusses the company's earnings beat and AI outlook. Walmart's better-than-expected results and raised guidance cause stock volatility. Ten-year yield hits a fresh 15-year high. China's challenges and growth targets mentioned. Impact of rising yields on tech companies. Transition to a software company with recurring revenue. Concerns about economic impact and market conditions. AI's impact on consulting jobs and stock investment discussions.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Positive Performance of TJX and Walmart's Raise in Guidance
03:36 • 7min
Rise in Yields and Impact on Tech Companies
10:35 • 4min
Advancements in Silicon Technology and Transitioning to a Software Company
14:40 • 6min
Returning to the Office, Commitment to Address Homelessness, Leadership Discussion, and Adobe Ad
20:18 • 3min
Concerns about Economic Impact and Market Conditions
23:27 • 19min
AI's Impact on Consulting Jobs, Stock Investment Discussions, and Upcoming Market Insights
42:36 • 2min