Coke ($KO) podcast mentions
Uh, okay, my first— interesting— my first job, uh, was in the early '70s. I worked for a company, uh, called Industrial Commodity Corporation. Essentially what they did was they would give timing advice on— they had major companies back then, Arrow Shirts. They wanted to know when to buy cotton. With the old days of print film, I think we had Kodak, when to buy silver because that's what you needed for it. And so we had big companies like that and they would follow, they would make these big reports. About production numbers and everything from all the countries. And so the president— it was a small company— president would call the companies like, uh, you know, the shirt companies and the film companies and the sugar companies, when to buy, uh, like Coca-Cola for sugar, uh, and when to buy them. So we would send out these big reports.
Steve Nissen · Chat With Traders · The Man Who Introduced Candlestick Charting to the West · 2026-09-16Well, it is funny how customers think, right? It's like, all right, you're using the exact same software, but like somehow, like if Joe is in a different industry than me and he's a super happy customer, customer and like, I want the exact same field. I'm gonna use the Fields example, so just bear with me, but like, I'm storing the exact same stuff, but I don't know if I could trust you because he sells, you know, toothbrushes and I sell, you know, Coca-Cola.
Alex Rampell · The a16z Show · The AI-Native CRM · 2026-09-16Anthropic has also reportedly tapped Morgan Stanley and Goldman Sachs to help lead the offering, which could see it raise as much as $100 billion. And in the Wall Street research corner, the Goldman Sachs equity team has rebalanced its long-duration basket amid rising interest rates. Equities usually struggle to digest sharp increases in interest rates, with long-duration growth stocks disproportionately hurt by rising discount rates. Among the names are Coca-Cola, DraftKings, EchoStar, Moderna, and Snowflake. See the full basket in our story on Seeking Alpha. That link will be in show notes. That's all for today's Wall Street Lunch. Look for links for stories in the show notes section. Don't forget, these episodes will be up with transcriptions at seekingalpha.com/wsp. And make sure you're getting the most out of your portfolio with quant news and analysis by heading to seekingalpha.com/subscriptions.
Kim Kahn · Wall Street Breakfast · Tesla Roadster could finally take flight · 2026-09-14Well, look, a 10% correction is part of what investing in the market's about, especially over the long term. I mean, this comes— we haven't had one, I guess, since you could say the early part of 2026. There was a 10% correction, I think, going back to the the tariff uncertainty back then. But, you know, corrections are just part of long-term market investing, Taylor. And if you're not prepared for your portfolio to fall by 5 or 10%, you might be, as JPMorgan said, a little bit too exposed. Sell down to the sleeping point is what JPMorgan said. So, look, I'm looking for a correction sometime in 2027. And I do think that interest rates could have a lot to do with it. Among those securities on the 52-week low list was the preferred stock ETF. So we're already seeing borrowing costs for corporations go up, borrowing costs for individuals go up. So I can't see how that doesn't necessarily even— not, not just slow the economy, but slow the high-growth stocks that have dominated the market for so long. I mean, this, this market historically in the last 3 or 4 years has one that's been dominated by these high-end AI big tech names. What's recently happened is that the value names are getting some love, you know, Deere, Coca-Cola. Nothing sexy there. But those value-oriented names, I think that's where the market turns its focus. Focus for the next 6 months.
Jonathan Hoenig · The Fox News Rundown · Business Rundown: Is Big Tech Calling For AI Regulation to Crush Competition? · 2026-09-14Yep. That year is a big year for the company because the Olympics come to Atlanta, to their hometown, and they see it as the perfect moment to really put their foot on the gas on national advertising, becoming a big brand. So they become a major Olympic sponsor, like right up there with Visa and Coca-Cola and Nike.
David Rosenthal · Acquired · Home Depot · 2026-09-14It has no practical impact on anything, inflation or growth, but Warsh's calculus could be exactly that. I showed them I'm willing to do it and it will have limited or no impact on growth, they said. The earnings calendar is very light this week. Dave& Buster's reports Monday. Lennar weighs in on Wednesday. Carnival reports Thursday. In the news this weekend, AI creators are hitting the brakes as worries about rogue agents have rapidly evolved into existential alarm. Anthropic CEO Dario Amodei said that the progress of improving AI model capabilities should be slowed down. Over the last few months, I have become convinced that fully addressing the risks requires even more prudence, not just investing in risk prevention, but pacing the rate of capabilities advancement so that risk prevention has time to keep up, he wrote Saturday. This comes on the heels of AI scientists assigning a better than 10% probability that AI could wipe out humanity as companies hurdle towards AGI and recursive learning. OpenAI CEO Sam Altman then posted, "I agree with Dario that we need to pace the frontier. This has been a primary topic of discussions we've had at OpenAI in recent weeks. Committing to having independent evaluators with employee-like access is a great idea, and we will do the same." Altman also told Fortune that with current safety concerns, this year would not be a good time for OpenAI to go public. Tech analyst Dan Ives said this is an important step for the industry around more self-regulation on the AI model pace, but the reality is China is not slowing down anytime soon. The pace of innovation will be a focus of the tech industry/beltway with sovereign AI key, he said. And for income investors, FedEx and UnitedHealth go ex-dividend on Monday. FedEx pays out on October 1st and UNH pays out on September 22nd. Altria and Coca-Cola go ex-dividend Tuesday. Altria pays out on October 9th and Coke pays out on October 1st. That's all for today's Wall Street Brunch. Look for links to stories in the show notes section. Don't forget, these episodes will be up with transcriptions at seekingalpha.com/wsb. And join the elite community of real investors to unearth great investing ideas. Just head to seekingalpha.com/subscriptions.
Kim Kahn · Wall Street Breakfast · Fed faces a rate hike reckoning · 2026-09-13And it's very large and it's very diversified. And so yes, it's more like an ETF than a single company like an Amazon. Than an Amazon or an Nvidia or Facebook, right? Just, it just is. So because those companies have individual category and company specifics that are going to let them either, you know, grow dramatically or fall dramatically depending on how well they do their job. Berkshire is going to have See's Candies and some Coke shares and a, you know, a mobile home builder and whatever. It's like the chance that they all have the same impact in the same degree at the same time is really, really small.. So it is, it is a diversified conglomerate. We say, again, the problem with like an ETF, mate, I'm not trying to pick holes, but I'm trying to explain it well. An ETF has certain characteristics. Berkshire is not representative of the stock market in the same way an ETF is. So you're not getting X% IT, X% consumer goods, X%, you know, resources, whatever. So it's an ETF of sorts. It's an ETF in the sense that it's diversified conglomerate. So, you know, the more diversified it is, the less The less exceptional returns are probably going to be because you just got that diversification. Not everything fires at the same time. Do I think it's a better bet than the index? That's a really, really, really good question.
Jason Moser · Motley Fool Money · Mailbag, incl: Berkshire Hathaway or an ETF? September 13, 2026 · 2026-09-12Saks, we have to talk about Anthropic. A researcher just quit over AI fears that he thinks could kill us all. Jacob Coxon worked as a researcher at OpenAI, then Anthropic, over the past 3 years. Now, he only started at Anthropic 6 weeks before resigning. After quitting, he posted the following to X. Quote, the people building AI earnestly believe that it could kill us all by the end of the decade. This is not a marketing stunt, quote. Neither OpenAI or Anthropic, uh, ostensibly is acting responsibly. They're not acting responsibly, Sachs, quote. They are racing straight to self-improving superintelligence and gambling, gambling with our lives. This went insanely viral. I haven't seen a tweet go to 150 million views since Elon said he was going to put the cocaine back in Coca-Cola, which I think was the number one tweet of all time.
Jason Calacanis · All-In with Chamath, Jason, Sacks & Friedberg · AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse · 2026-09-11All right, Nike. The 60-year-old iconic American brand, Just Do It, just got booted out of the S&P 100. They had been in the stock index, Saks, for 18 straight years, being replaced by— hey, shout out to our friend Nikesh, Palo Alto Networks. Congratulations to, uh, Falham Yuth and Nikesh. A little history here, they went public in 1980 with 50% share of U.S. athletic shoe market. Dominant player. The Coca-Cola of sneakers. Uh, and they changed things obviously forever with Air Jordans in '85. They did the iconic Just Do It campaign in 1988. Peak market cap in 2021 was $264 billion. Peak revenue, uh, $51 billion in 2024. Since then, revenues dropped a bit, 10%. In 2020, John Donahoe became CEO, pushed an aggressive direct-to-consumer strategy. Basically alienating all the retail partners who had helped build Nike and willingly remove those sneakers from the stores. That made brands like Hoka and On Running, that every VC is obligated to wear the white ones to any speaking gigs they have, China sales down 30%, 8 straight quarters of decline, losing share specifically to Chinese brands, Anta and Li-Ning, Uh, if you're Chinese, you probably know those. Nike's marketing also went— and this might feed some people's narratives— super woke, and they started backing political movements and putting robust people, Sachs, on billboards. I didn't get asked, but, uh, this kind of killed the entire brand. Stock down 80% from its peak. Sachs, $200 billion. Eviscerated. What's your take here? I don't know if the audience can guess.
Jason Calacanis · All-In with Chamath, Jason, Sacks & Friedberg · AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse · 2026-09-11Too much Diet Coke.
John Coogan · TBPN · Fruitfly Hard Takeoff, Washington on AI Risk, 𝕏 Timeline Reactions | Thijs Simonian, Alex Heath & Guy Oseary, Mitesh Agrawal · 2026-09-11Yeah. Well, but I mean, in both cases, maybe it's not a big deal anymore because the AI picks it for you, right? You know, we kind of thought at one point, I mean, in some degree that I mentioned Coke, everyone have an early drink. I own shares still. You know, it had its own brand. Brand of TVs and the kind of private label televisions became a thing and undercut brands a little bit. And then the internet itself meant, well, you didn't have to— it didn't matter who you bought from, you could buy the same thing online and compare and comparison shop and price accordingly. I mean, at some point— and you can Google features and reviews. At some point the question is just, you say to the AI, I got $1,000, which TV should I buy? It goes, that one's cool, please order that for me. I mean, I'm not saying it will happen necessarily, but in that case, does it matter if it's a Sony or a Panasonic or whatever the— I don't know what the cool TVs are these days. But you know, that competitive advantage brand-wise otherwise, you know, what is a brand? How much does it matter? Yeah, I suspect in a lot of areas where brand was only a shortcut for, I don't know, but I've heard of that one or I had one of those before. It's less of a deal. I suspect wearing a Nike swoosh on your t-shirt or, or, you know, the cool kid clothes still is a thing because brand matters in that sense. But brand— speaking of—
Jason Moser · Motley Fool Money · The AI revolution continues. September 11, 2026 · 2026-09-11The extreme scenario is that AI becomes more productive than humans across nearly all knowledge work tasks, and recursive self-improvement drives rapid adoption, Annual GDP growth could hit 15%, doubling the economy roughly every 4.5 years and lifting GDP 32% above baseline to $44.4 trillion. But the gains would be lopsided. Knowledge worker unemployment would climb well past typical recessionary levels. Those workers' wages could fall by more than 10%, and capital share of GDP would jump nearly 15 points to 55%. Among active stocks, Macy's is showing signs of a turnaround with Q2 growth across all 3 nameplates and improved profitability. CEO Tony Spring said the company remains focused on scaling what is resonating most with customers: exciting brands and assortments, and compelling events and experiences. JPMorgan upgraded Meta Platforms to Overweight from Neutral and raised its price target to $820 from $640, saying the company is entering the early stages of monetizing AI beyond its core advertising business. Analyst Margaret Hoffman said Meta's Muse Spark 1.3 model is competitive with leading AI models and that the upcoming Watermelon model could unlock opportunities across consumer products, business intelligence, advertising, and internal operations. And Cooper Companies, known for its contact lenses, is the biggest S&P decliner after cutting guidance for full-year revenue and earnings. And in other news of note, Mr. Pibb has broken out to become the fastest-growing soft drink brand in 2026. Overall purchase consideration jumped more than 11 percentage points. The revived Mr. Pibb, owned by Coca-Cola, features 30% more caffeine and a spicy cherry taste with hints of caramel. A Mr. Pibb Zero Sugar version was also part of the brand refresh. Popularity has surged across baby boomers, Generation X, and millennials. Mr. Pibb began in 1972 as Coke's pepper-style soft drink competitor to Dr Pepper. Coca-Cola first used the name Pep-O in a limited Memphis launch, but legal pressure from Dr Pepper led the company to revise the product and introduce Mr Pibb in test markets. I'll pay you $4.50 an hour and all the Mr. Pibb you can drink. That's all for today's Wall Street Lunch. Look for links for stories in the show notes section. Don't forget, these episodes will be up with transcriptions at seekingalpha.com/wsl. And make sure you're getting the most out of your portfolio with quant news and analysis by heading to seekingalpha.com/subscriptions.
Kim Kahn · Wall Street Breakfast · Treasury yields hit Financial Crisis highs · 2026-09-10It says, the people building AI earnestly believe that it could kill us all by the end of the decade. If you'd like to read the rest of that article, it's entitled Anthropic Researcher Quits Over AI Safety Fears. Echoing other expert warnings. US Intel warns Silicon Valley that major Chinese AI developers are harvesting US model data. And Qualcomm jumps as it teams up with Amazon on next-gen AI data center deal. On our Catalyst Watch for the day, the CEO of Coca-Cola Company will present at the Barclays Global Consumer Conference. Just in case you didn't know, Apple will hold a high-profile iPhone launch event. We've got a preview of that event. I'm leaving a link in the show notes section. Veroness Systems is scheduled to present at Citi's 2026 Global TMT Conference. Media reports on Tuesday indicated that Thoma Bravo's Proofpoint is in talks to buy Veroness. And the NFL season begins tonight when the Seahawks take on the New England Patriots. Don't look at your calendar Yes, today is Wednesday. It's not Thursday when this typically happens. There is another game that's happening Thursday night, but it's actually being played on Friday morning in Australia, which is Thursday night here. But since it's not the Super Bowl champion Seahawks that's playing in that game, they had to move this game to Wednesday to make sure that the Seahawks open the season. Enough about football, but keep in mind that sports betting names Flutter Entertainment, owner of FanDuel, and DraftKings are direct seasonal plays on the strong consumer interest in NFL football. On Wall Street, stock index futures are in the red. Crude oil is up 2.3% at $95 a barrel. Brent crude is up 2.6% at more than $100. Mission Produce is on our Biggest Movers list. AVO is up 5% after the avocado producer reported a 38% year-over-year increase in avocado volumes, driving a 26% an increase in fiscal Q3 sales. And we have one item to tell you about on today's economic calendar at 10 AM: Quarterly Services Survey. That's it for today's Wall Street Breakfast. Thanks for listening! For a full offering of news, analysis, ratings, and data on stocks and ETFs, become a Premium subscriber. Learn more at seekingalpha.com/premium. Subscriptions. I'm your host, Julie Morgan. Go out and make it a great day.
Julie Morgan · Wall Street Breakfast · Chime finds its Stride · 2026-09-09This is— This is like, this is like literally actually December 2019, okay? And I had only bought individual stocks, okay? I could almost remember. It was like Procter Gamble. I think Apple was in the mix, but you know, Coca-Cola, all of these know what you own. And I was reading the same books as Sean. I think the best thing that could happen to me is COVID happened and these things got cut in half. Like, you know, these stocks got crushed. And I sold like a dumbass. And it was the best thing that happened to me because even I knew these stocks and then I knew that just because I understood them and I might understand their business models, that didn't give me an edge. And I just started indexing. And for me as a young person, it's actually been very helpful that some of these know what you own stocks have gotten creamed because these are the things that I did own and they didn't work. And even though I was going to Chipotle every single weekend after football practice, the stock wouldn't go up. And like you say, Michael, the stock doesn't know you own it. I thought it did for a very long time and it never did. And it went down and I sold and I started indexing and it actually worked out. That's my, that's my take.
Chartkin Matt · The Compound and Friends · Stocks Aren't as Expensive as You Think | WAYT? · 2026-09-08Okay, Brandon, thank you. Still to come, it's one of the biggest tech and telecom events of the year. Goldman Sachs's Communicopia conference kicks off today. We're going to talk to one of the firm's top analysts about what to expect. And speaking of conferences, it's the season. Tomorrow we'll be live from Wells Fargo's healthcare conference in Boston, where I'll be sitting down with the CEO of Wells Fargo, Charlie Scharf, the CEO of Biogen as well. That all begins tomorrow, 10 a.m. Eastern. Stay with us. Dow under some pressure here, down about 650 points right now, kicking off the week in the red. We have higher oil prices. We have higher Treasury yields. At least the 2-year, the 10-year are sharply higher. Look, we'll get more inflation data later in the week with wholesale inflation on Thursday, Friday, the Consumer Price Inflation report. And the focus remains on the tensions in Iran, which are only going in one direction, which is escalation right now. And word that the Houthis, an Iranian proxy terrorist group, is firing at Saudi energy infrastructure. None of that helps. And that's why you're seeing the pressure on stocks and rising oil prices. Look at what's green. Chevron, of course, benefits from higher oil prices. And then a few of the staples like a Coca-Cola and a McDonald's. Carl.
Sarah Eisen · Squawk on the Street · 10AM Hour: Stocks Sink as Oil Spikes, Risks for the AI Boom, Qualcomm Inks Data Center Deal with Amazon 9/8/26 · 2026-09-08