We saw a rush of earnings reports this week and while results looked solid, stocks often cratered on fear of AI and disruption. We discuss our takeaways and where there may be value for investors. Then we discuss how a tiny company took a bite out of trucking and logistics stock this week, plus stocks on our radar.

Travis Hoium, Lou Whiteman, and Jason Moser discuss:

- The top earnings reports of the week.
- Artificial intelligence coming for trucking stocks?
- We debate: Value or falling knife?
- Stocks on our radar

Companies discussed: Shopify (SHOP), Workday (WDAY), Adobe (ADBE), Spotify (SPOT), Pinterest (PINS), Intuit (INTU) Cloudflare (NET), Airbnb (ABNB), Ferrari (RACE).

Host: Travis Hoium
Guests: Lou Whiteman, Jason Moser
Engineer: Dan Boyd

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