This podcast episode explores the recent financial results and market reactions of Meta Platforms and IBM. Meta's revenue guidance fell below expectations, leading to a decline in its stock price. Despite this, analysts remain bullish on Meta's long-term prospects in AI. IBM reported a revenue miss and announced the acquisition of HashiCorp. The speakers discuss IBM's struggles over the past five years and its acquisition of Red Hat. Additionally, the episode covers Ford's earnings report, Rubrik's upcoming IPO, Chipotle's impressive financial performance, and the CNBC Stock Draft. The panel gives their stock picks and predictions for the NFL draft.
