Jon Quast, Matt Frankel, and Rachel Warren discuss:

-Financial results from Domino’s Pizza and what it tells us about the economy

-Microsoft and OpenAI modify the terms of their partnership

-Qualcomm gets a boost from reported plans for an AI-native phone

-Mailbag: Why is the stock price not matching the business results?

Companies discussed: Domino’s Pizza (DPZ), OpenAI, Microsoft (MSFT), Qualcomm (QCOM), Nike (NKE), Unity (U)

Host: Jon Quast

Guests: Matt Frankel, Rachel Warren

Engineer: Dan Boyd

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A New Chapter in AI’s Most Powerful Partnership