The Drill Down

Hybrid cloud software provider Nutanix CEO Rajiv Ramaswami (NTNX) explains his company’s invisible cloud-philosophy. What Lucid (LCID) may need to do to get beyond the supply chain bottlenecks it says are keeping the electronic vehicle maker stuck in low gear. Advanced Micro Devices (AMD) says it expects the weak personal computer market to persist until the end of the year. Oil and gas drilling contractor Nabors Industries (NBR) is preparing for a productive new year. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Informatica CEO Amit Walia (INFA) sees pandemic-induced digitization across industries continuing. But what happens if remote work truly comes to an end? Cryptocurrency bank Silvergate Capital (SI) defies short sellers and sees no reason to make changes to its strategy. Ally Financial (ALLY) explains why higher rates may not be a challenge for car sellers. Halliburton (HAL) gives us clues as to when drillers may start drilling again. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

How atai Life Sciences CEO Florian Brand (ATAI) is leading the way in the emerging science of psychedelic drug development and revolutionizing psychiatric biotech medicine. Ford Motor Company (F) plans to change potentially every part of its business as it drives toward an EV future… We discuss how the automaker is securing the materials necessary to do so. Single-family homebuilder Century Communities (CCS) explains why higher rates may actually be a good thing for its inventory. Columbia Sportswear Company (COLM) wrestles with supply-chain problems. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stratasys CEO Dr. Yoav Zeif (SSYS) tells us how the business of 3D printing is evolving.  Could smaller oil producers like Talos Energy (TALO) be preparing to drill more? Why home construction supplier Fastenal (FAST) is talking about deflationary pressures rather than inflation. Conagra Brands (CAG) hints that food inflation pressures may be peaking. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

CrowdStrike (CRWD) co-founder and CEO George Kurtz explains the company’s rapid growth and why a slow down in technology spending will not affect cybersecurity. NovaGold’s (NG) liquidity struggles and giant Alaskan gold mine. Micron Technology (MU) sees a meaningful slowdown in PCs and smartphones. And beer. Lots of beer. Constellation Brands (STZ) rides strong beer sales to offset rising transportation and raw-material costs. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jay Chaudhry, CEO of cybersecurity leader Zscaler, discusses zero trust services and bringing network security to the cloud era. Topics include Bed Bath & Beyond's failed turn-around, General Mills' sales in the face of inflation and program expiration, AeroVironment's successful drones and supply-chain problems. The podcast explores the concept of zero trust security, cyber warfare concerns, and industry growth sectors.

How Mister Car Wash CEO John Lai (MCW) uses technology and old fashioned customer service to keep its profits pouring in. Carnival (CCL) aims to keep its customers loyal and sticky. FactSet Research Systems (FDS) waves off investor concerns and shows how to successfully invest in one’s own business even when your broader industry faces challenges. Smith & Wesson Brands (SWBI) gets a bump from the Supreme Court… but what about its long term business? The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Blend Labs CEO Nima Ghamsari (BLND) explains the cloud-company’s customer-first philosophy and how he aims to make the banking industry more transparent and fast-paced. How Oracle (ORCL) is managing to build momentum in the cloud despite stiff competition. La-Z-Boy Incorporated (LZB) shows us how to keep sales growing in the face of inflationary pressures and supply chain headaches. Kroger (KR) sees green thanks to loyal customers willing to stomach higher costs. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

How Phillips Edison CEO Jeffrey Edison (PECO) steered his shopping center real estate business through the pandemic with a focus on locality and design. How the owner of Famous Footwear, Caleres (CAL),  has successfully managed shifting consumer habits and demand. Valvoline (VVV) may be of interest to a buyer and refuses to face hard questions from analysts. Excelerate Energy (EE) may be able to help Europe with its changing fuel needs. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

The science behind seamless expense-reporting with Expensify CEO David Barrett’s (EXFY) and how they innovated the industry business model. How Kohl’s (KSS) raises prices and passes along rising costs to their customers. Deere & Company (DE) sees inflation coming from supply chain problems… and predicts when that’s going to end. How Foot Locker (FL) made the most of the pandemic and machine learning to improve its bottom line. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices