A company called Samsara has a business that's built something called the Connected Operations Cloud. This is a software platform that connects all of the IOT devices that a company may have in their buildings, equipment, cars and other facilities. Ron Gross: Would you say that this company is the rubber duck of trucking technology? Jason Moser: It's going to a dark place, man.
Unemployment hit a 53-year low as Apple, Amazon, and Alphabet delivered their latest earnings reports.
(0:21) Ron Gross and Jason Moser discuss: - Another interest rate hike and a surprising jobs report - Apple's first sales drop since 2019 - Guidance overshadowing Amazon's holiday quarter - Starbucks struggling outside the U.S. - The latest from Alphabet, Meta Platforms, Exxon Mobil, and AMD
(19:11) Jason and Ron keep earnings-palooza going and discuss: - McDonald's ending the fiscal year on a high note - Match Group's disappointing results and layoff announcement - The latest from Qualcomm, Peloton, and Snap - Two stocks on their radar: Kinsale Capital Group and Samsara
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Stocks discussed: AAPL, AMZN, GOOG, SBUX, META, XOM, INTC, AMD, MCD, QCOM, PTON, SNAP, MTCH, KNSL, IOT
Host: Chris Hill Guests: Ron Gross, Jason Moser Engineer: Rick Engdahl
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