SOTS 2nd Hour: OpenAI CFO, An Authentic Look At Retail, and Energy’s Next Move 5/22/25
Episode description
Fresh news top of the hour: OpenAI and the United Arab Emirates announcing “Stargate UAE” – a massive new data center in the Middle East in partnership with companies like Oracle, Nvidia, and more. OpenAI CFO Sarah Friar joined the team to discuss in a wide-ranging interview also covering the company’s future device plans… and possible competition with Apple.
On the broader markets front: stocks trying to rebound after a big sell-off tied to bonds. The team broke down whether the pressure continues with one T. Rowe Price CIO – and the CEO of Authentic Brands brought his read on how the consumer’s holding up, fresh off a deal to buy Dockers from Levi Strauss. Plus: the IPO market showing signs of life… Hear from the CEO of MNTN this hour - ahead of their first trade – along with Carlyle’s Jeff Currie, breaking down this move lower in oil and where prices go from here.
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