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John Blackledge

Cowen Senior Internet Analyst, providing commentary on Amazon's performance and future prospects.

Best podcasts with John Blackledge

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Nov 1, 2024 • 43min

SOTS 2nd Hour: Apple’s Surprise Sales, Amazon’s Cloud Dreams, and Boeing’s Light At The End Of The Tunnel 11/1/24

Dan Ives, an analyst at Wedbush Securities, supports his bullish perspective on Apple despite concerns over holiday iPhone demand. Andy Jassy, CEO of Amazon, praises strong earnings and discusses the company's AI investments driving growth. Kelly Ortberg, Boeing's CEO, addresses striking workers and presents a new contract proposal. Steve Leisman and Jan Hatsias analyze the mixed October jobs report, shedding light on labor market challenges and Federal Reserve implications, while insights into Amazon's promising future come from John Blackledge.