Peltz wants Wendy's private, and the chipmakers are buying their own stock | Sozzi Unleashed

Nelson Peltz is trying to take Wendy's private, and Brian Sozzi thinks he is bidding for a mess he helped build over years on the board. The offer is $7.35 a share in cash from a Trian-led group, and it is not binding yet. Then the other way the money is moving. Nvidia, Micron and SK Hynix are all buying back their own stock while their shares sit well off the highs, and Sozzi reads that as big tech refusing to accept the selloff. Jeetu Patel, President and Chief Product Officer at Cisco, on why he sees no slowdown in AI demand and why agent safety is the issue of our time. Plus Chipotle, and what the consumer is really doing. Timestamps 0:00 The Open: Ford's new app and a rough week 1:25 Nelson Peltz bids to take Wendy's private 3:33 Three signs the AI trade is hot again 5:37 Jamie Dimon and the Anthropic IPO 7:29 Chipotle: Three things Sozzi needs to see 10:36 Jeetu Patel on whether AI demand is slowing 12:51 Why the infrastructure has to come first 14:53 What keeps him up at night 16:32 Why older chips are lasting longer 18:45 What the consumer is actually doing 20:12 The Last Word: Big tech is buying its own stock #Wendys #NelsonPeltz #Buybacks #SozziUnleashed #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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