This Is When Amazing Companies Are Born

While some tech companies announce lay-offs, others are posting blowout earnings.

(00:21) Deidre Woollard and Tim Beyers discuss:

- How a decrease in consumer spending is hitting SaaS companies in unexpected ways.

- Why The Trade Desk is thriving in a tough environment.
- A “cautious” view on tech layoffs (and why we aren’t hitting the panic button).
- Why Walmart might join the streaming wars.
- A brilliant, tiny company that’s not getting enough attention from investors.

Plus, (15:00) Jason Moser and Matt Argersinger look at how companies are managing their share count, and one homebuilder that’s outperformed Amazon for more than a decade.

Stocks mentioned: DDOG, TTD, WMT, SNAP, GRPN, JAMF, META, NVR, LOW, NVDA, AMZN

Host: Deidre Woollard
Guests: Tim Beyers, Jason Moser, Matt Argersinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl