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Billions in Lost Business
Manage episode 430890476 series 2500334
We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shaved off the company’s market cap.
(00:21) Jason Moser and Matt Argersinger discuss:
- The impact of the global IT outage, where it will show up financially and how Crowdstrike responded.
- Why the market is down on Tesla’s profitability
- How Spotify’s stellar run is continuing and why dividend investors might want to keep an eye on UPS.
(19:11) Motley Fool co-founder and Chief Rule Breaker David Gardner talks with Emily Flippen about his best stock recommendation, some of his best investing lessons and how to make sense of the nascent artificial intelligence space.
(31:18) Jason and Matt break down two stocks on their radar: Twilio and Coupang.
Stocks discussed: CRWD, MSFT, TSLA, CMG, SPOT, UPS, NVDA, TWLO, CPNG.
Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, David Gardner, Emily Flippen
Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
1672 episodi
Manage episode 430890476 series 2500334
We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shaved off the company’s market cap.
(00:21) Jason Moser and Matt Argersinger discuss:
- The impact of the global IT outage, where it will show up financially and how Crowdstrike responded.
- Why the market is down on Tesla’s profitability
- How Spotify’s stellar run is continuing and why dividend investors might want to keep an eye on UPS.
(19:11) Motley Fool co-founder and Chief Rule Breaker David Gardner talks with Emily Flippen about his best stock recommendation, some of his best investing lessons and how to make sense of the nascent artificial intelligence space.
(31:18) Jason and Matt break down two stocks on their radar: Twilio and Coupang.
Stocks discussed: CRWD, MSFT, TSLA, CMG, SPOT, UPS, NVDA, TWLO, CPNG.
Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, David Gardner, Emily Flippen
Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
1672 episodi
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