The Rundown

Delta Taps Amazon for Wi-Fi, McCormick Buys Unilever’s Food Business for $45 Billion

7 snips
Mar 31, 2026
Airlines testing Amazon’s Leo satellites to boost in‑flight Wi‑Fi and change onboard experiences. A massive $45B food business sale reshapes global brands and strategy. Big pharma and semiconductor moves include a multi‑billion drug deal and a $2B AI stake. Power supply delays spook investors, and a once‑hot shoe brand sells for pennies on the dollar.
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INSIGHT

Delta Bets On Amazon Leo For Faster Inflight Wi‑Fi

  • Delta partnered with Amazon's Leo satellite service to equip 500 planes starting in 2028 for Wi‑Fi 3–5x faster than today's inflight internet.
  • The deal extends existing AWS ties and could add Amazon Prime content and personalized onboard experiences via tighter Delta‑Amazon integration.
INSIGHT

McCormick Acquires Unilever Food For $45B

  • McCormick agreed to buy most of Unilever's food business for $45 billion, bringing brands like Hellman's and Knorr under McCormick's umbrella.
  • The acquisition follows Unilever shedding ice cream and tea to focus on higher‑growth personal care and beauty brands like Dove.
ANECDOTE

Host's Hot Take That Cholula Is Overrated

  • Zaid offers a hot take that Cholula hot sauce is overrated and fears backlash from fans.
  • He frames it as a subjective taste opinion amid coverage of McCormick's brand acquisition.
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