AMI Asset Management Investment Perspective Episode #32 - 6/20/2025

In this week’s episode of the AMI Investment Perspective, the team discusses the Fed’s rate decision, housing market weakness, and the growing threat of stagflation. They break down major corporate developments, including SoftBank’s T-Mobile stake sale, Amazon’s Prime Day expansion and workforce AI shift, and Microsoft’s layoffs and evolving relationship with OpenAI. The team also covers energy market volatility amid escalating Middle East tensions, AI talent wars led by Meta, and the ongoing diversification in the semiconductor space. Consumer trends, retail data, and a look at public investment in sports round out a packed agenda.