Is AI Taking Tech To The Top?
With the Nasdaq up nearly 6% in May, tech seems to be soaring. Will earnings from CrowdStrike and Salesforce add to the AI hype?
(00:21 ) Tim Beyers discusses:
- If happy days are here again for the world of tech.
- Why the market might be missing the greatness in CrowdStrike’s earnings.
- How Marc Benioff found religion when it comes to cutting costs at Salesforce.
(19:29 ) The war on cash is evolving. Jason Moser explains how the financial times keep changing and what it means for fintech.
Companies discussed: CRWD, CRM, AAPL, MA, SQ, PYPL, V
Host: Deidre Woollard
Guests:Tim Beyers, Jason Moser, Alex Friedman
Producer: Ricky Mulvey
Engineer: Dan Boyd