Two important interviews: First, Target CEO Brian Cornell discusses his company’s fourth quarter results and what they indicate about consumers, the global supply chain, and the American economy. Then, Goldman Sachs CEO David Solomon speaks candidly ahead of his bank’s Investor Day, acknowledging business “stumbles” and weighing in on inflation, capital for fossil fuels and for the energy transition, and global CEO sentiment. Plus, Zoom shares are zooming after reporting strong fourth quarter results, Meta’s Mark Zuckerberg has announced a new internal unit focused on generative AI, and Marlboro maker Altria is making a new e-cigarette bet. 

In this episode:

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk
Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, @CameronCostaNY