PayPal has been a very volatile stock, initially rising 420% in the summer of 2021 and then falling close to 80% to its current price of about $62 today. All of the companies in the war on cash basket have more than doubled since you put the basket together in 2017,. except for PayPal, which is only about 5%.
With the Nasdaq up nearly 6% in May, tech seems to be soaring. Will earnings from CrowdStrike and Salesforce add to the AI hype?
(00:21) Tim Beyers discusses: - If happy days are here again for the world of tech. - Why the market might be missing the greatness in CrowdStrike’s earnings. - How Marc Benioff found religion when it comes to cutting costs at Salesforce.
(19:29) The war on cash is evolving. Jason Moser explains how the financial times keep changing and what it means for fintech.
Companies discussed: CRWD, CRM, AAPL, MA, SQ, PYPL, V
Host: Deidre Woollard Guests:Tim Beyers, Jason Moser, Alex Friedman Producer: Ricky Mulvey Engineer: Dan Boyd
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