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

EPISODE · Jun 13, 2025 · 33 MIN

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

from AMI Asset Management Investment Perspective · host AMI Asset Management

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.

What this episode covers

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.

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

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Frequently Asked Questions

How long is this episode of AMI Asset Management Investment Perspective?

This episode is 33 minutes long.

When was this AMI Asset Management Investment Perspective episode published?

This episode was published on June 13, 2025.

What is this episode about?

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...

Can I download this AMI Asset Management Investment Perspective episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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