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The market is buying everything AI related, but that love doesn’t extend to this year’s college graduates or the localities seeing data centers go up. We discuss the pushback to AI that many in Silicon Valley didn’t see coming. Plus, we give a peak at retail earnings and the drama in Lululemon’s board room.



Travis Hoium, Lou Whiteman, and Rachel Warren discuss:



- AI’s unexpected local pushback

- Previewing retail earnings

- Lululemon’s drama



Companies discussed: Lululemon (LULU), Nike (NKE), Target (TGT), Walmart (WMT), Home Depot (HG), TJX Companies (TJX).



Host: Travis Hoium

Guests: Lou Whiteman, Rachel Warren

Engineer: Dan Boyd



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