AMI Asset Management Investment Perspective Episode #31 - 6/13/2025

In this episode, the team dives into a lighter economic week, analyzing CPI and PPI data and the implications for Fed policy. The discussion shifts to major AI-related developments, including high-profile acquisitions by Qualcomm, Meta, and Apple's evolving strategy. Tensions in the Middle East are examined for their impact on oil prices, inflation, and defense stocks, with a look at Boeing's latest challenges. The team also unpacks earnings results from Adobe and Oracle, and explores software's shifting landscape in the AI era. We wrap up with a look at improving consumer sentiment and the potential impact of rising coffee prices and weight-loss drugs on food and restaurant industries.