The hosts weigh in on whether to pour cereal or milk first, and then dive into a discussion on Quest Diagnostics' performance during the pandemic, focusing on its non-COVID testing business and cash flow heavy model. They also touch upon the company's website and branding before revealing their favorite cereals.
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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