Learn about embracing AI in investing, Disney and Nelson Peltz's board fight, Alphabet's interest in Hubspot, Spotify's price hikes, Levi's direct-to-consumer success, Wharton Professor's four rules for using AI, and stocks to watch like Cognex and WD40.
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Quick takeaways
Embrace AI as co-intelligence in the age of AI for successful integration.
Successful defense against activist investors by Disney showcases strategic boardroom maneuvers.
Disney's Corporate Drama with Nelson Peltz Resolved
Disney successfully defeated activist investor Nelson Peltz in a boardroom drama, securing their seats and putting an end to a challenging chapter for the company. Peltz and his firm, Trion Partners, failed to win approval despite causing a stir. The outcome, while a defeat for Peltz, saw significant gains, creating changes that may benefit Disney.
Impact of Taiwan Earthquake on Chip Production
A 7.5 magnitude earthquake in Taiwan disrupted chip production for Taiwan Semiconductor, showcasing the global dependence on Taiwan for chip manufacturing. Despite the disruption, Taiwan Semiconductor quickly recovered operations, minimizing revenue impacts. In contrast, Intel faced challenges, revealing significant operating losses in its chip manufacturing segment.
Alphabet's Interest in HubSpot for Digital Marketing
Rumors hint at Google parent Alphabet considering acquiring HubSpot, a digital marketing business. HubSpot's revenue increase sparked interest, with Alphabet potentially viewing it as a defensive move amidst antitrust challenges. Despite regulatory concerns, the potential acquisition underscores a strategic push by Alphabet in the digital advertising arena.
Cognitive Media Vision with Cognex
Cognex, a leading player in machine vision technology, focuses on industrial applications like manufacturing and automation. With a seasoned founder, Bob Shillman, and a history of innovation, Cognex aims to capitalize on the Industry 4.0 trend, leveraging opportunities in industrial IoT. While facing market challenges, Cognex's technical expertise and long-standing reputation position them for potential growth.
WD-40's Strong Market Performance
WD-40, known for its versatile product lineup including silicone spray and lava soap, has experienced remarkable market performance with soaring stock prices. As they prepare to report earnings, all eyes are on their ability to sustain the momentum. The company's revenue surge during the pandemic and strong consumer demand have contributed to its impressive stock performance and heightened investor interest.
Instead of the age of artificial intelligence, investors might be better off thinking of this as the age of co-intelligence. We dig into how you can embrace AI and put it to use.
(00:21) Jason Moser and Bill Mann discuss:
- Why Disney and Nelson Peltz were both winners in the company’s board fight.
- Alphabet’s rumored interest in marketing software provider Hubspot.
- Spotify’s price hikes, the strength in Levi’s direct to consumer model, and a true blank check business.
(19:11) Wharton Professor Ethan Mollick breaks down his four rules for using AI, and other tips from his new book Co-Intelligence: Living and Working with AI.
(34:20) Jason and Bill break down two stocks on their radar: Cognex and WD40.
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