AMI Asset Management Investment Perspective Episode #35 - 7/11/2025

In this episode, the team dives into current trends in AI, hiring practices, and broader economic indicators, including a rise in continuing jobless claims. They explore the tech industry's latest developments, such as Meta's aggressive recruitment of AI talent, Amazon's Prime Day performance, and major mergers in AI and data centers. The discussion also covers significant activity in the pharmaceutical space, including Merck's $10 billion acquisition and the sector's response to looming patent cliffs. The team examines energy and materials markets, highlighting a new rare earth partnership and OPEC+'s output increase. Wrapping up, they analyze the consumer goods sector with insights into major acquisitions, sales performance, and the impact of inflation and tariffs.