Episode Details

Investors want PayPal to become the next Meta, but it’s not easy to transform a business.

(00:13) David Meier and Deidre Woollard discuss:

- The reason behind Palo Alto Network’s lowered outlook.

- Where the next big cybersecurity threats could come from.

- Fubo’s attempt to sport a sports streaming superpower.

(17:12) Matt Frankel and Ricky Mulvey look at Meta’s rebound and if PayPal could be next for a glow up.

Companies discussed: META, PYPL, ADYEY, NVDA, PANW, ZS, CRWD, FUBO, DIS, WBD

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Host: Deidre Woollard

Guests: Matt Frankel, Ricky Mulvey, David Meier

Producer: Ricky Mulvey, Mary Long

Engineers: Rick Engdahl, Tim Sparks

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