Matt Frankel, Tom Gardner, Jon Quast, and Jonathan Wilder discuss:
- Earnings disappointments from Tesla and Chipotle
- AI-powered growth from Alphabet and ServiceNow
- IBM's surprisingly strong AI business
- Figma's upcoming IPO
Companies discussed: TSLA, CMG, GOOGL/GOOG, IBM, NOW
Host: Matt Frankel
Guests: Tom Gardner, Jon Quast, Jonathan Wilder
Producer: Anand Chokkavelu
Engineer: Dan Boyd
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