Mehdi Hosseini

Mehdi Hosseini, a senior equity research analyst at Susquehanna, provides insights on Micron's outstanding quarter that sent its shares soaring and boosted the AI trade. Julie Sweet, the CEO of Accenture, reveals impressive AI bookings and discusses the challenges of implementing enterprise AI. They dive into how the latest inflation data impacts market strategies and the implications for sectors like tech. With discussions on Lululemon’s activist stake and Chipotle’s strategy, this chat covers the pulse of today's economy.