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Firing on All Cylinders Indeed
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Show notes
We’re seeing some big reactions to earnings results in tech and have a few reasons to think some beaten up names might be finding their footing.
(00:19) Ron Gross and Matt Argersinger discuss:
Why interest rate and unemployment news helped stocksthis week.
Starbucks’ triple-shot growth plan, Apple’s flat growth, and why Shopify is firing on all cylinders.
Huge earnings reactions from DoorDash and Roku, and Match’s struggle to hold onto singles.
(18:50) Marc Robinson breaks down the negotiations between the United Auto Workers and automakers Ford, Stellantis, and General Motors.
(34:16) Ron and Matt break down two stocks on their radar: WK Kellogg and Quest Diagnostics.
Stocks discussed: SBUX, AAPL, SHOP, MTCH, DASH, ROKU, KLG, DGX
Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Marc Robinson Engineers: Rick Engdahl
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