We are in the back half of this earnings season. We've kind of come out of this growth at all costs environment and move towards an environment where profitability, which again, that sounds like such a silly thing to talk about as investors. But let's be honest, we've spent a bunch of years where we weren't. And so I think that that focus from a lot of these management teams is starting to be reflected. You're starting to see some of those choices flow through and be shown in terms of increases to profitability,. Even if the top line isn't growing as fast as maybe it was or maybe we would like to see.
At its annual developers conference, Google's parent company reminded everyone how it got to be one of the most dominant businesses in America. (0:21) Matt Argersinger and Andy Cross discuss: - The latest inflation data and the current state of play for investors - Skepticism around the near-term future of Airbnb sending the stock lower - Alphabet shares rising 10% after the company unveiled new devices and AI-enhanced software - The latest from Disney, Roblox, JD.com, and PayPal (19:11) Ross Anderson, co-founder of Craftwork Capital and co-host of the "Check Your Balances" podcast, shares the most common question he's getting from clients, advice for college graduates, and the economic data he's watching most closely. (31:50) Matt and Andy answer a mailbag question about portfolio strategy, discuss The Cheesecake Factory's new rewards program, and share two stocks on their radar: A.O. Smith and Deere. Got a question about stocks? Email podcasts@fool.com You can find the "Check Your Balances" show on your favorite podcast app, including Apple Podcasts: https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071 Stocks discussed: ABNB, DIS, RBLX, JD, PYPL, GOOG, GOOGL, CAKE, AOS, DE Host: Chris Hill Guests: Matt Argersinger, Andy Cross, Ross Anderson Engineer: Dan Boyd
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