United CEO Scott Kirby discusses Boeing, United's competitors, and US-based ULCCs. Topics include challenges to airplane manufacturers, route profitability, airline failures, and strategic innovations in the industry.

Rene Haas, CEO of Arm Holdings, discusses the company’s pivotal role in a $500 billion AI infrastructure joint venture involving Oracle and OpenAI. He shares insights on how AI will transform various sectors, especially drug development. Meanwhile, Scott Kirby, CEO of United Airlines, reveals strong fourth-quarter earnings and a promising outlook for 2025, attributing success to diversified revenue. The conversation highlights the skyrocketing shares of Netflix following impressive subscriber growth and the broader tech market's response to these dynamics.

Cameron Dawson of NewEdge Wealth talks about volatility in equity markets. Scott Kirby from United Airlines discusses the outlook for summer travel. Anthony Capuano of Marriott International shares insights on travel demand in the US.