Allbirds has made a dramatic pivot from footwear to artificial intelligence, rebranding itself as NewBird AI and sending its stock soaring. After struggling with declining sales and selling off its core business, the company is now betting on AI compute infrastructure and GPU services.

Dan Koh and Ryan Huang break down what’s driving the rally, the strategy behind the pivot, and whether this is a genuine turnaround story or a hype-driven move.

Allbirds has made a dramatic pivot from footwear to artificial intelligence, rebranding itself as NewBird AI and sending its stock soaring. After struggling with declining sales and selling off its core business, the company is now betting on AI compute infrastructure and GPU services.
Dan Koh and Ryan Huang break down what&rsquo;s driving the rally, the strategy behind the pivot, and whether this is a genuine turnaround story or a hype-driven move.

Insightful discussions on the latest market events and the top companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.