The Drill Down

How Shutterstock CEO Paul Hennessy (SSTK) is remaking the company with artificial intelligence and partnering with OpenAI. The “mismatch” causing headaches at Dave and Buster’s (PLAY). How Simply Good Foods (SMPL) is playing catch up after misjudging inflation. What’s behind the RH (RH) blame game. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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Worthington Industries CEO Andy Rose (WOR) explains how his metal and industrial manufacturing business utilizes technology and innovation to make big profits in niche markets. Toronto-Dominion Bank (TD) says its deposits are healthy. Lululemon Athletica (LULU) reveals some unexpected twists and turns in its inventory situation. Why Micron Technologies (MU) is seen as a bellwether for the economy. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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A special report on the broad spillover effect of the ongoing banking crisis and failure of Silicon Valley Bank failure. And Waters Corporation CEO Dr. Udit Batra (WAT) describes the business and technology behind the super advanced laboratory equipment his company makes for the pharmaceutical industry. How TriNet (TNET) is working to make sure its clients make payroll in the wake of the SVB collapse.  How interest rates and the banking crisis are impacting Winnebago (WGO) and its customers. Online loan company Affirm Holdings (AFRM) reassures customers that its ‘buy first, pay later’ platform is a sound strategy. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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Eagle Point CEO Thomas Majewski (ECC) talks about paying his fund’s large dividend and the health of corporate debt amid the current banking crisis. Caterpillar (CAT) assures customers that its finance arm isn’t entangled in the challenges facing other banks. Alaska Air (ALK) opens up about its venture capital business. Why NatWest Group (NWG) says its balance sheet is weather-proof. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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SPECIAL SHOW: Washington Federal (WAFD) CEO Brent Beardall’s first comments since the failure of Silicon Valley Bank – and since surviving a deadly January plane crash. Is WaFed’s extreme concentration in real estate also a problem? 

And Silicon Valley Bank’s CEO Greg Becker on why he thought tech couldn’t fail. Triplepoint Venture Growth (TPVG) on a SVB loan that went bust after the failure of pharma startup Medly. Lender Portman Ridge Finance (PTMN) on the shock waves going through the technology ecosystem.

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

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Yext CEO Michael Walrath (YEXT) tells us when the company’s big bet on artificial intelligence will pay off. Squarespace (SQSP) taps artificial intelligence to build its website business. How Nutanix (NTNX) stumbled into some accounting trouble. How Korn Ferry (KFY) is staying a leader in executive search and recruitment by catering to post-pandemic c-suite trends. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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Where Logitech International CEO Bracken Darrell (LOGI) sees growth opportunities for the computer hardware maker as consumers think about pulling back on gadget-buying. Jack in the Box (JACK) has a winning strategy in Florida and Arkansas, is making expansion plans and weathering both food and labor inflation. The atomic technology that has Agilent (A) seeing a future in semiconductors. Behind the rapidly shrinking business at Montrose Environmental Group (MEG). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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How Calliditas CEO Renee Aguiar-Lucander (CALT) aims to treat kidney disease– and win over regulators in China and the U.S. How Coinbase (COIN) is trying to make nice with the SEC and why it’s standing by its “stakes”. The challenges facing Albemarle Corporation (ALB) despite robust lithium demand. The rental properties that are causing headaches at Dropbox (DBX). The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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Why Zuora CEO Tien Tzuo (ZUO) says the future may be in the ability to rent everything everywhere for everyone. The path to profitability at Airbnb (ABNB). Ardmore Shipping (ASC) has a strong wind at its back… but still faces questions of illegal shipping with Russia. WESCO International (WCC) looks to digitize its legacy business and make the most of artificial intelligence. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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SMART Global Holdings CEO Mark Adams (SGH) explains his successful strategy to keep revenue growing and take a leading position in semiconductors. How recreational boatmaker Brunswick Corporation (BC) was able to deliver record results despite economic headwinds… and sell more engines than boats. RH (RH) gets a reminder that accounting matters. How Pinterest (PINS) is evolving and finding growth.  The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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