

Costco Beats, Dell Rises, Red Robin Soars
May 29, 2025
Costco impresses with strong earnings, showing resilience amid economic challenges. Dell is on the rise, fueled by AI-driven demand and a promising profit forecast. Red Robin's stock is soaring thanks to a strategic turnaround under new leadership. The podcast takes a nostalgic detour into the world of comfort food, celebrating the joys of casual dining while reflecting on changing dietary choices. It's a blend of financial insights and light-hearted discussions that keep listeners engaged.
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Dell Rises on AI Demand
- Dell's stock surged 4% after hours, fueled by strong AI server demand and profit outlook beating estimates.
- This growth is linked to major AI infrastructure clients like CoreWeave and Elon Musk's XAI using its hardware.
Costco's Resilient Growth
- Costco's earnings per share beat Wall Street expectations, signaling growth despite economic challenges.
- The retailer benefits from a strong, affluent membership base more resistant to market volatilities than competitors.
Costco Diversifies Sourcing
- About a third of Costco's U.S. sales come from imported goods, prompting the company to diversify sourcing to limit tariff impacts.
- This strategy helps Costco manage consumer price pressures and supply chain risks.