Oil above $100 a barrel and a 10-year Treasury yield above 5% are a wake-up call for investors, says Yahoo Finance Executive Editor Brian Sozzi. He breaks down PepsiCo’s trimmed outlook and the CEO comment he calls a red flag: “We don’t feel good about the beverage business.” Harvard’s Ken Rogoff joins to explain what could trigger a US debt crisis, why AI could push interest rates higher rather than solve the debt problem, and whether the AI economy will create a permanent underclass. Plus, CrowdStrike’s valuation, the household-name stocks far from their highs, Apple’s services risk, Bank of America’s look at GM’s new trucks, and Skydance’s executive pay.
Sozzi Unleashed is hosted by Yahoo Finance Executive Editor Brian Sozzi.
00:00 Earnings season, and Skydance rings the bell
01:36 Paul Graham on AI agents and Amazon
02:25 A wake-up call: Oil and bond yields
03:31 CrowdStrike’s valuation
04:18 PepsiCo cuts its outlook
05:38 Cost cuts and healthier snacks
06:14 “We don’t feel good about the beverage business”
06:56 Should PepsiCo split off snacks?
07:27 What PepsiCo means for Coca-Cola
07:47 Household names far from their highs
09:09 PayPal CEO Enrique Lores on his plan
10:15 Apple, Muse and the services risk
11:33 What to watch from Apple’s John Ternus
12:06 Make Siri a true AI agent
12:42 Harvard’s Ken Rogoff on what could trigger a US debt crisis
14:11 What a debt crisis would mean for you
15:31 The politics of debt
15:52 Why AI won’t solve the debt
