Squawk on the Street Walmart’s Soft Outlook, Baba’s Big Beat, Live: OpenAi CFO 2/20/25
6 snips
Feb 20, 2025 
Sarah Friar, CFO of OpenAI and a key figure in the tech landscape, shares insights in her first interview since Elon Musk's massive bid for the company. Discussing the surge in OpenAI's user base to 400 million, she highlights the financial projections and innovative products shaping the future of AI. The conversation delves into Walmart's recent earnings report and its slowing profit growth, alongside Alibaba's impressive stock performance. Topics also cover broader market dynamics and the tech sector's shifting landscape.
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Buy Walmart
- Buy Walmart stock, especially if it dips.
- It's a strong retailer, performing well even with a conservative outlook.
Fed's Impact
- The Federal Reserve's actions are impacting different sectors unevenly.
- Mortgage rates are decreasing, but small business enthusiasm is waning.
Treasury Data Access
- If access is read-only, it's appropriate for Musk's team to see Treasury data.
- Much of this information is already public.