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Big tech earnings and trends in cloud spend. Visa and Mastercard earnings and potential decline in consumer spend. Spotify's fantastic past twelve months. Michael Lewis discussing investing dynamics of Silicon Valley. Stocks on radar: Masimo and Okta.
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Quick takeaways
- Digital advertising may experience a slowdown, affecting big tech companies like Meta and impacting ad market trends.
- Octa's security breaches and slow response to incidents could damage customer trust and reputation despite strong financial performance.
Deep dives
Chipotle posts strong earnings with price increases and digital sales
Chipotle reported strong earnings with revenue of $2.5 billion, up 11% and comparable store sales up 5%. The company's digital sales are normalizing, accounting for 37% of total sales. Chipotle's focus on automation and technology, such as avocado peeling and automated order-making processes, is driving efficiency. However, the company's ambitious goal of reaching 7,000 stores raises questions about future growth and customer pushback on pricing.
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Listen to the best highlights from the podcasts you love and dive into the full episode