Ed Elson breaks down key takeaways from bank earnings with Saul Martinez, including how volatility from the war impacted results. Then, Ed explores Amazon’s acquisition of Starlink competitor Globalstar with Tim Farrar. Finally, Ed gives his take on Allbirds’ rebrand as an AI company.
Saul Martinez is the Head of US Financials Research at HSBC. Tim Farrar is the President of TMF Associates.
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