The Drill Down

They were AI before AI was cool, Braze founder and CEO Bill Magnuson (BRZE). Also Global Life (GL) tanks after a short seller report, Apartment Income REIT (AIRC), where the rich people live, gets billions, and why Lovesac (LOVE) missed estimates and still uses an unusual accounting treatment.https://linktr.ee/drilldownpodFuturum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Our big interview with Upwork CEO Hayden Brown (UPWK). Also Take Two Software (TTWO), Tesla (TSLA), and Trump Media & Technology Group (DJT).https://linktr.ee/drilldownpodFuturum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Treating Lupus with a new drug, thanks to Kyverna Theraputics. We talk to the CEO Peter Maag (KYTX). Also a closer look at the turnaround at Micron Technology (MU), nCino’s (NCNO) banking software business and Pagerduty (PD) reports a rough quarter.https://linktr.ee/drilldownpodFuturum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Breaking earnings from Micron Technology ($MU) and CEO Sanjay Mehrotra talks about the DRAM demand coming from Artificial Intelligence. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Micron Technology#Earnings@Micron Technology$MU#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business#DRAM@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

A rapid-fire, insightful look at breaking earnings and mild guidance from Smartsheet ($SMAR). CEO Mark Mader explains how self-directed customers will reignite growth.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Smartsheet#Earnings@Smartsheet$SMAR#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

A rapid-fire, insightful look at breaking earnings and disappointing guidance from Adobe ($ADBE) and predictions from CEO Shantanu Narayen.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Adobe#Earnings@Adobe$ADBE#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#FireFly#GenerativeAI#ImageCreation#Illustrator#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

A rapid-fire, insightful look at breaking earnings from Oracle ($ORCL) as we hear from Chairman and Chief Technology Officer Larry Ellison.More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Oracle#Earnings@Oracle$ORCL#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

A rapid-fire, insightful look at breaking earnings from MongoDB ($MDB) and words of “stability” from CEO Dev Ittycheria. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#MongoDB#Earnings@MongoDB$MDB#Technology#Software#database#Atlas#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

A rapid-fire, insightful look at breaking earnings from Marvell ($MRVL) as we hear from CEO Matt “Guitar” Murphy. (Okay, it’s a different Matt Murphy – but still a fascinating story!)More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#Marvell#Earnings@Marvell$MRVL#Technology#Software#CloudComputing#Chips#AI #ArtificialIntelligence#Semiconductors#Stocks#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

A rapid-fire, insightful look at breaking earnings from DocuSign ($DOCU) with an explanation from CEO Allan Thygesen. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.   https://x.com/corytv#DocuSign#Earnings@DocuSign$DOCU#Technology#Layoffs#ForceRecuction#Software#CloudComputing#Trending#Stocks#Bullish#Bearish#Trading#Business@DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices