Challenging the Narrative on Salesforce's Market Resilience

Sales slow for the software company. But is that the end of the growth story?

At (00:21), Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stock’s slump is warranted.

Then, at (17:22), Asit Sharma and Ricky Mulvey take a look at some companies that could ride the tailwinds of Nvidia’s standout earnings.

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Companies discussed: CRM, SNOW, AMZN, NVDA, AMD, MSFT, MU

Host: Mary Long

Guests: Tim Beyers, Asit Sharma, Ricky Mulvey

Engineer: Tim Sparks

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