00:00 Introduction
03:37 Booking Holdings Results
06:10 Texas Roadhouse Results
08:16 Dominos Results
08:49 Hims Earnings
15:06 Home Depot & Lowes Earnings
16:40 Intuit Earnings
21:01 Salesforce Earnings
27:00 Nvidia Earnings
31:53 Apple $500b investment
36:53 Microsoft Cancels Data Leases
38:34 Streaming Is Taking Over Cable
