PepsiCo cut its outlook as consumers hunt for cheaper products, and Dan DeFrancesco asks a panel of investors whether it is a canary in the coal mine for earnings season. The panel debates a reported Starbucks and Chipotle tie-up and why most of them are skeptical, whether the market is closer to a crash than it looks, why rising yields are the biggest risk to stocks, and whether Anthropic's IPO will be the bellwether for the AI trade. They also share what an AI dossier would reveal about their spending, how they are using AI agents at home and at work, and whether AI agents will soon be fighting your medical and cable bills. 00:00 Earnings season kicks off with PepsiCo 00:39 Chris Versace's PepsiCo warning 01:33 PepsiCo lowers its guidance 01:54 Is PepsiCo the canary in the coal mine? 02:50 Why PepsiCo shares are rising 04:31 Constellation's depletions slip 05:26 A Starbucks and Chipotle tie-up? 06:19 Brian Niccol's Chipotle legacy 07:38 How would they pay for it? 08:33 The poor track record of consumer M&A 10:05 What are the odds of a deal? 13:01 Are we closer to a crash than we think? 13:34 The bull case: AI's middle innings 14:15 Nvidia's loan guarantees 15:17 Broadening beneath the surface 15:39 The biggest risk: Bond yields 16:38 Not every AI company will win 17:27 The risk in neoclouds 17:50 The leading indicators to watch 18:45 Why the speed of the yield move matters 20:22 What if chip supply catches up to demand? 21:49 Oracle, neoclouds and spillover risk 22:35 What bank earnings could reveal 23:32 Where are the safe harbors? 24:29 Is Anthropic's IPO the AI bellwether? 27:37 What to look for in the S-1 28:16 Would you invest at a $3 trillion valuation? 28:55 Dario Amodei vs. Elon Musk as salesmen 30:33 Why marketing matters for AI 31:16 Is it better to go public first? 32:52 What would your AI dossier say? 36:06 Buying groceries on Amazon 37:22 How much data will you share with AI agents? 38:16 How the panel uses AI agents 39:21 Handing Muse your bank account 41:17 Nestle's CEO on AI skills 42:13 How to bring AI into your workflow 43:30 AI for research and summaries 44:15 "Helpful, but not revolutionary" 46:00 The limits of vibe coding 47:31 Worried about AI atrophy? 48:23 From picks and shovels to productivity 49:20 More productive, or fewer workers? 50:16 Non-tech companies using AI 50:53 AI agents fighting your bills 52:37 Using AI to negotiate 53:37 Is health care primed for AI disruption? #StockMarket #AI #PepsiCo #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571