

BI Weekend: US Earnings, Disney’s Succession
23 snips Oct 25, 2024
Guest
Chris Gadomski
Guest
John Butler
Guest
Kiel Porter
Guest
Geetha Ranganathan

Guest
Michael Halen

Guest
Lee Klaskow
Lee Klaskow, a Senior Transport Analyst, analyzes UPS's positive earnings, highlighting strategic shifts that fuel cautious optimism in logistics. Michael Halen, Senior Restaurant Analyst, discusses Starbucks' recent sales decline and leadership changes under CEO Brian Nickel. Geetha Ranganathan, a US Media Analyst, explores the implications of Disney's leadership succession plans. Kiel Porter reports on safety issues at Rivian's plant, while John Butler examines the earnings landscape for AT&T and Verizon. Finally, Chris Gadomski shares insights on future advancements in nuclear reactor technology.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Earnings Insights: UPS and Tesla
01:30 • 11min
Insights on Disney's Succession and Investment Strategies
12:41 • 2min
Starbucks and Disney: Leadership Challenges and Strategic Changes
14:45 • 12min
Shifts in Workplace Culture and Future Technological Insights
26:48 • 3min
Telecom Gains and Nuclear Futures
29:23 • 11min
Nuclear Power: Meeting the Surge in Data Center Demand
40:38 • 3min