In this installment, guests like Joe Taranova, an Investment Committee member skilled in mega cap tech analysis, and Stephanie Link, who brings expertise in technology and healthcare sectors, dive into the recent market reactions to Meta and Microsoft's earnings. Jim Labenthal shares insights on tech stock valuations while Josh Brown analyzes Uber's performance. The panel discusses the implications of rising interest rates on the housing market and highlights the growth potential of companies like KLA Corp and Eli Lilly amidst shifting market dynamics.