PepsiCo trims its outlook with more cost cuts ahead | Sozzi Unleashed
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Episode description
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
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