Episode description

Amazon is the latest megacap tech company to report earnings and we have you covered form every angle. Other names reporting include Pinterest, Expedia, Elf Beauty and Take-Two. Barbara Doran of BD8 Capital gives her take on what the earnings say about the broader economy. DA Davidson’s Gil Luria and Wedbush’s Scott Devitt break down Amazon’s results, while Seaport’s Aaron Kessler weighs in on Pinterest. Blackstone’s Kathleen McCarthy shares her outlook on real estate investing and why she is changing her tune for some office and retail opportunities. Suntory Holdings CEO Takeshi Niinami discusses the impact of tariffs on the alcohol industry for the maker of Jim Beam and Maker’s Mark. Plus, Qualcomm CEO Cristiano Amon on the company’s growing presence in autos amid tariff concerns.