i think what's really interesting is because gamingis becoming full on cloud, so it's really pushing to the cloud. And i don't think ran was alone in 20 16 and scratching his head on a micrsof buying ked in for 26 billion. But nadella and his team made that work, and that business is thriving underneath microsof. You have to like the prospects for micrasos gaming division over the next five, ten years.
Netflix shares fall more than 20% as increasing competition from Disney, Apple, and HBO Max (among others) cut into subscriber growth. Peloton's stock fell 25% on Thursday on reports of halted production and potential layoffs. United and American Airlines express optimism about increased travel in the spring and summer. And for the second quarter in a row Procter & Gamble flexes its pricing power muscles. Andy Cross and Ron Gross analyze those stories, Amazon's new clothing store, Winnebago's new EV, and share two stocks on their radar: Restoration Hardware and Intellia Therapeutics. Aaron Bush discusses the shifting landscape in the video game industry, the move to create ecosystems (instead of merely publishing games), and shares why he believes Roblox could be one of the defining consumer companies of the 2020s.
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Stocks: NFLX, T, DIS, AAPL, MSFT, ATVI, META, PTON, AAL, UAL, PG, RBLX, AMZN, WGO, TSLA, RH, NTLA
Host: Chris Hill Guests: Andy Cross, Ron Gross, Aaron Bush Engineer: Dan Boyd
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