Target’s Troubles, Healthcare Hits, and Wall Street’s AI Revolution | Jan 16, 2025

2025-01-16

In this Jan 16, 2025 episode of Beats Roundtable, Ben Brey, Jeff Macke, and David Maris tackle the latest market moves and industry insights: •Target’s Blues: Jeff shares his candid take on Target’s struggles with declining margins, management woes, and their uphill battle to stay relevant against Walmart and Costco. •Eli Lilly & GLP-1 Hype: David examines the obesity drug market, Lilly’s guidance fallout, and why this healthcare giant might need a reality check.

In this Jan 16, 2025 episode of Beats Roundtable, Ben Brey, Jeff Macke, and David Maris tackle the latest market moves and industry insights:

•Target’s Blues: Jeff shares his candid take on Target’s struggles with declining margins, management woes, and their uphill battle to stay relevant against Walmart and Costco.

•Eli Lilly & GLP-1 Hype: David examines the obesity drug market, Lilly’s guidance fallout, and why this healthcare giant might need a reality check.

•AI’s Impact on Wall Street: The team explores how artificial intelligence is reshaping finance, from junior banker roles to AI-driven analytics.

•Stock Picks & Market Outlook: A look at Viking Therapeutics, Ambu’s rebound, and why bonds might be gearing up for a comeback amidst volatile markets.

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