The Stock Advisor team weighs in on the new recommendations, Meta's AI upside, Chewy's vet bill, and other developments in the Stock Advisor universe.
(0:33) Headlines
- Andy Cross has diversification and volatility on his mind.
- Emily Flippen thinks Apple is proof positive that less is more.
- Kirsten Guerra has a Taylor Swift inspired take on AI adoption.
- Asit Sharma has big thoughts on a Big Lots bankruptcy.
(6:35) Newest recommendations
- Asit explains why a video game software company may be ready for a rebound.
- Emily makes the case for an activewear retailer.
(18:09) What We Think Now
- The team shares their thoughts on Workday, Chewy, Meta, and Zscaler.
(33:19) What We're Watching
- Gemini Advance vs. Apple Intelligence
- Roblox's billion-user goal
- CPAP adoption
- U.S. wage growth
(40:25) Preview of Coming Attractions
Host: Brian Stoffel
Guests: Andy Cross, Emily Flippen, Kirsten Guerra, Asit Sharma
Producer: Mac Greer
Engineer: Austin Morgan