The Drill Down

Our big interview with Mattr CEO Michael Reeves (MATR/SAWLF). Also what Apple (AAPL) isn’t telling us about its “scary fast” chips, Caesars Entertainment (CZR) looks beyond Vegas, and The Bancorp (TBBK) – is it just a bank?

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

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Our big interview with Hewlett Packard Enterprise CEO Antonio Neri (HPE). Also Li-Cycle (LICY) shuts it down in Rochester – what’s the story? And Align Technology (ALGN), maker of Invisalign, says more crooked teeth are a thing of the future, and Microsoft (MSFT) explains how building the Azure cloud taught it how to profit from Artificial Intelligence.

Futurum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

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Our big interview with Trex CEO Bryan Fairbanks (TREX). Also Badger Meter (BMI) benefits from smart water – yes, that’s a thing – could Coursera (COUR) be an AI casualty, and SAP (SAP) sees a big uptick in the cloud.

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Our big interview with PagerDuty CEO Jenn Tejada (PD) as the digital operations management company wrestles with a slowdown in tech spending.  Also Groupon (GRPN) continues to trip on its discount shoelaces, Duckhorn Portfolio (NAPA) sees a big turnaround in the luxury wine business, and Adobe (ADBE) launches some truly impressive Artificial Intelligence apps.

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Our big interview with Wix founder and CEO Avishai Abrahami (WIX). Also Carmax (KMX) can’t deliver, Blackberry (BB) strangely expects government and auto business to re-materialize, and SunRun (RUN) battles against a California solar slowdown.

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Our big interview with Box CEO Aaron Levie (Box). Also Carnival (CCL) cruises on, Costco Wholesale (COST) refuses to raise prices, and Micron Technology (MU) uses up practically all the concrete in Idaho.

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Artificial intelligence boosts the data information demands at Informatica, with CEO Amit Walia (INFA). Also new information suggests Netflix (NFLX) is having troubles with its new platform. A return to the office boosts Steelcase (SCS) – and they say offices themselves are changing. And Autozone (AZO) says inflation is one the way out, but do it yourselfers are back!

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

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Our big interview with Genco Shipping and Trading CEO John Wobensmith (GNK). Also is Oracle’s (ORCL) slowing growth mean a slowdown in AI? Smith & Wesson Brands (SWBI) outpaces weak gun sales and the RH (RH) CEO opines on the macro economy.

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Our big interview with that target of short sellers Allegro Microsystems CEO Vineet Nargolwala (ALGM). Also EOG Resources’ (EOG) surprising clean energy plans, Advanced Microdevices (AMD) gives a rare real-time business update and Gitlab (GTLB) enters the artificial intelligence arms race, targeting software developers.

The Drill Down with Cory Johnson and Shivaune Field offers a weekly look at the business stories behind stocks on the move.

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Walkme CEO Dan Adika (WKME) from Tel Aviv. He has the preposterous, but kinda believable story, that the key to software bloat is one more piece of software, Walkme’s software. Also Hewlett Packard Enterprise (HPE) is seeing its profitable networking software Aruba drive company results. Box (BOX) hints that artificial intelligence is about to turn around disappointing results. And DigitalOcean (DOCN) sees its CEO head for the exits – right behind its customers

The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.

Learn more about your ad choices. Visit megaphone.fm/adchoices