Episode Details

Our anchors begin today’s show looking at Oracle shares surging to an all-time high on strong quarterly results. Then, we bring in Mizuho Securities Analyst Vijay Rakesh and turn to Broadcom, which beat street estimates on the top and bottom lines. Next, Andreessen Horowitz Partner Andrew Chen discusses his new book, “The Cold Start Problem: How to Start and Scale Network Effects.” Then, Credit Suisse Analyst Kaumil Gajrawala is here after downgrading Peloton to neutral and cutting his price target by more than 50%. Later, our anchors focus on C3 AI winning a $500 million contract with the U.S. Department of Defense, Google’s refusal to raise worker pay to match inflation, and a historic wave of stock sales from executives and insiders this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.