Skyline Champion (SKY) bets big on future demand for mobile and modular homes, Kevin Silverman of Sterling Partners Equity Advisors explains. HP (HPQ) can’t get enough parts to fill demand, and prepares for a post-pandemic slow down on personal computers purchases. And the new artificial intelligence powering Yext’s (YEXT) answer to the yellow pages. But is it enough to overcome accounting problems? Plus, Ollie’s Bargain Outlet (OLLI) successful Covid-19 strategy has other retailers taking notes. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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