About this episode
(01:06) Headlines Software Stocks AI Spending Microsoft's Frenemy (07:42) Newest Recommendations Chipmaker Turnaround General Store (16:07) What We Think Now Kyndryl Doximity Booking (25:55) What We're Watching Internet of Things Advertising Demand Coupang Host: Mac Greer Guests: Andy Cross, Emily Flippen, Asit Sharma Producers: Bart Shannon, Mac Greer
