The Drill Down

VICI Properties CEO Ed Pitionak (VICI) explains how he manages a huge chunk of the Las Vegas strip and why casinos can be incredibly resilient in the face of global pandemics.  Beyond Meat (BYND) says it still has enough cash on hand to weather its current, ongoing, situation. Roblox (RBLX) insists its rough months are behind it… but what about getting around Apple privacy blockade? How Polaris (PII) successfully manages its supplier relationships. 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

DICE Therapeutics CEO Kevin Judice, PhD., (DICE), explains the company’s focus on democratizing skin disease therapies. Brunswick (BC) says the business is doing well… but is anyone listening? Chegg (CHGG) sounds the alarm about the current state of higher education in the U.S. 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 industrial era for crypto? Riot Blockchain CEO Jason Les (RIOT)’s unique source of cheap power promises a big bump in bitcoin mining. Is HCA Healthcare (HCA) showing the rest of us just where the latest bout of inflation could be permanent? Why Hewlett Packard Enterprise (HPE) expects demand to be strong. Why Marine Products (MPX) may be saying something different from what we are hearing from the market. 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

SolarWinds CEO Sudhakar Ramakrishna (SWI) weighs in on the current cybersecurity threat from the Kremlin, how his company has evolved since being hacked in 2020 and what SolarWinds is doing to manage an explosion in home-based security concerns for its customers. Why American Airlines (AAL) shares may not reflect the health of its business or the industry at large. Why C4 Therapeutics (CCCC) may change its plan to create a therapy that would encourage cancerous tumors to kill themselves. How EnLink Midstream (ENLC) is quietly benefiting from the expanded drilling for shale oil. 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

dLocal COO Sumita Pandit (DLO) explains how her fintech connects global merchants to consumers in emerging markets – and covers all aspects of a transaction no matter the local currency. Newly public Blend Labs (BLND) struggles with rising interest rates and stiff cloud competition. Crane (CR) makes a big move to take on Block and other payment companies and to remind investors about the value of the company's various divisions. BlackBerry (BB) insists it has the stuff to be a cybersecurity success… but where are the customers? 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 digital media powerhouse Criteo and its new CEO Megan Clarken (CRTO) are finding ways around the privacy limitations from Apple and Facebook. Fintech heavyweight Paychex (PAYX) finds new lines of business are possible thanks to millions of workers quitting their jobs. Why RH (RH) is blaming Russia for its weak results. What IGM Biosciences (IGMS) needs to do with a lifesaving cash infusion from Sanofi. 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

Legend Biotech CEO Ying Huang, PhD., (LEGN) tells us about the company’s newly approved treatment for a rare and complicated blood cancer and on LEGN’s partnership with Johnson & Johnson. Helmerich & Payne (HP) may see rising demand for rigs as oil companies prepare for an uptick in U.S. production. How U.S. Steel (X) will benefit as some Trump-era tariffs are ended. Brunswick Corporation (BC) throws cold water on the idea that higher gas prices may lead to lower demand for boats. 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 Weedmaps plans to become the Amazon and Shopify of cannabis. We talked to WM Technology CEO Chris Beals (MAPS). How contract technology manufacturer Jabil (JBL) seems to be navigating supply chain issues — with a big help from APPLE. HollyFrontier (DINO) moves profitably from refining OIL to refining renewables. How KAR Auction Services (KAR) may have quietly sold you your recent used car. 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

ZeroFox CEO James Foster (LNFA) on crafting a successful SPAC IPO and landing one of the largest and most sensitive government security contracts. Bumble (BMBL) shares the hard facts of just how much love was lost during the pandemic. Despite significant struggles, Trean Insurance Group (TIG) says it has no plans to change its strategy moving forward. How Tidewater (TDW) is building a renewable energy empire across the globe. 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

An exclusive interview with Oshkosh CEO John Pfeifer (OSK) on converting gas powered postal trucks to electric power. Will partnerships with restaurants and fast-food chains rescue Beyond Meat (BYND)? What home-flipper Opendoor Technologies (OPEN) plans to do with its thousands of unsold homes. The steps Nordstrom (JWN) has been taking to improve performance and bring awareness to its brand. 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