Is Elon Musk Coming for Verizon?
Could SpaceX and Starlink disrupt the wireless industry, or are investors overreacting to Elon Musk’s ambitions? Travis Hoium, Lou Whiteman, and Dan Caplinger discuss the challenges facing traditional telecom companies, PepsiCo’s shrinking margins, and the limits of consumer pricing power. They also look back at the 2022 market bottom, the stocks left behind in the recovery, and how AI could reshape future returns.
Travis Hoium, Lou Whiteman, and Dan Caplinger discuss:
– SpaceX’s Wireless Ambitions
– Telecom’s Competitive Threats
– PepsiCo’s Pricing Problems
– Consumer Spending Pressures
– Lessons From 2022
– AI’s Uneven Impact
Companies discussed: Verizon (VZ), AT&T (T), T-Mobile (TMUS), Rocket Lab (RKLB), Iridium Communications (IRDM), AST SpaceMobile (ASTS), PepsiCo (PEP), Walmart (WMT)
Host: Travis Hoium
Guests: Lou Whiteman, Dan Caplinger
Engineer: Dan Boyd
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