Matt Frankel, Tom Gardner, Jon Quast, and Jonathan Wilder discuss:

- Earnings disappointments from Tesla and Chipotle

- AI-powered growth from Alphabet and ServiceNow

- IBM's surprisingly strong AI business

- Figma's upcoming IPO

Companies discussed: TSLA, CMG, GOOGL/GOOG, IBM, NOW

Host: Matt Frankel

Guests: Tom Gardner, Jon Quast, Jonathan Wilder

Producer: Anand Chokkavelu

Engineer: Dan Boyd

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