Aug 24, 2026 · 7 min
Stocks react to analyst calls as cities plan for AI-driven growth
Expedia Climbs, Canada Goose Falls on Downgrade, Him & Hers Declines
The episode links immediate market reactions at Expedia, Canada Goose, and Hims & Hers with the longer-term challenge of building cities for rapid growth.
- 1Expedia rallied after Evercore ISI raised its price target, showing how analyst revisions can quickly reshape market sentiment.
- 2Canada Goose fell on a Wells Fargo downgrade that cited weather and tariff risks facing the apparel business.
- 3Smart-city planning, including Dubai’s long-term approach, frames AI as a tool for managing population and infrastructure pressures.
Don't miss
The episode’s sharpest turn is from short-term stock reactions to Dubai’s long-term planning as a model for managing rapid urban growth.
The brief
The episode opens with a question about whether rapidly growing cities can become smarter and better prepared for changing infrastructure needs, setting up its later urban-development discussion.
Avalon Purnell joins Tim Stenebeck and Nora Melinda for a market roundup: Expedia rises after Evercore ISI lifts its price target, while Canada Goose falls after a Wells Fargo downgrade.
Canada Goose’s decline is tied to weather and tariff risks, while Hims & Hers drops after Visa raises concerns about customer complaints in its weight-loss subscription business.
The episode then turns from daily market signals to long-range urban planning, examining how AI could accelerate smart-city systems as populations and infrastructure demands expand.
Jacob Greaves leads a discussion with Rohit Krishnan and Estefanía Tapias on innovation in urban development, with Dubai presented as a case of planning for rapid growth.
What was said on this episode
9 statements · 5 positive · 3 negative · 1 neutral
Canada Goose manufactures all its products in Canada.
“everything Canada Goose makes is actually made in Canada.”
Listen at 2:39
Hims & Hers membership rises from about $39 initially to $149 afterward.
“the introductory membership is about $39 for the first month. However, afterwards, it increases to $149.”
Listen at 3:44
Hims & Hers membership fees exclude the price of prescribed drugs.
“that does not actually include the price of the drugs”
Listen at 3:53
Hims & Hers may not be allowed to advertise compounded drugs.
“They're not necessarily allowed to advertise it.”
Listen at 4:15
Personalized compounded products with added vitamins remain technically permitted.
“as long as they're doing like, you know, adding like vitamins and it's just a personalized, that is still technically.”
Listen at 4:17
AI will accelerate processes in smart-city systems.
“AI will allow in the smart city space to compress a lot of things. The speed will change.”
Listen at 5:10
Dubai learned substantially from its sudden population increase.
“Dubai has learned a lot from a sudden increase in population”
Listen at 5:30
Dubai responded very effectively to its population increase.
“they reacted very well to it.”
Listen at 5:36
Dubai has a long-term urban-planning vision.
“They have a long-term urban planning vision”
Listen at 5:38
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
EvercoreListen to the full episode and explore every guest, topic, and moment on PodLume.