Has Ferrari Lost Its Mind?

Ferrari Luce has been announced and it’s getting widely criticised by for the design, which is very un-Ferrari. But maybe that’s the point for a company that sells vehicles that are more show item than utility. Plus, we discuss why the market is bullish on an Iran agreement and how AI spending may take a hit.

Travis Hoium, Matt Frankel, and Lou Whiteman discuss:

- Ferrari Luce

- The market thinks the Iran conflict is coming to an end

- Is AI compute spending slowing down

Companies discussed: Ferrari (RACE), Apple (AAPL), Uber (UBER), Duolingo (DUOL).

Host: Travis Hoium

Guests: Matt Frankel, Lou Whiteman

Engineer: Dan Boyd

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