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

(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

Software Apocalypse, Microsoft's Frenemy, and Pizza

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Unlock Stock Advisor Roundtable by becoming a member of Stock Advisor here! Stock Advisor is the Motley Fool's flagship newsletter, focused on finding quality businesses and owning them for the long-term, and Stock Advisor Roundtable is a monthly update from the team behind the recommendations! Subscribers will get the breakdowns of new recommendations, macro insights, and tips for maintaining the right investing mindset from analysts Andy Cross, Emily Flippen, Asit Sharma, and Motley Fool contributor Brian Stoffel. Exclusive to Stock Advisor members and members of other advanced Motley Fool premium memberships, available on Spotify!

<a href="https://www.fool.com/order/fe_offers/wf/c37d9bb9-77be-494b-af01-2a9f856edb09?c=sa-inv-btr-spotify&amp;nc=t" rel="noopener noreferrer">Unlock Stock Advisor Roundtable by becoming a member of Stock Advisor here!</a>
Stock Advisor is the Motley Fool's flagship newsletter, focused on finding quality businesses and owning them for the long-term, and Stock Advisor Roundtable is a monthly update from the team behind the recommendations!

Subscribers will get the breakdowns of new recommendations, macro insights, and tips for maintaining the right investing mindset from analysts Andy Cross, Emily Flippen, Asit Sharma, and Motley Fool contributor Brian Stoffel.

Exclusive to Stock Advisor members and members of other advanced Motley Fool premium memberships, available on Spotify!

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Software Apocalypse, Microsoft's Frenemy, and Pizza

Software Apocalypse, Microsoft's Frenemy, and Pizza