Tim Beyers and Rick Munarriz discuss various market headlines, including Trump's tariff comments, NVIDIA's expansion in Europe, and a Boeing 787 Dreamliner crash. They analyze Oracle's AI-driven growth, debate the merits of Dave & Busters' and Chewy's recent reports, and preview the Chime IPO. In a segment called "Dueling Fools," they present bull and bear arguments for CAVA, a Mediterranean fast-casual chain. Finally, they reminisce about AQuantive, a past Rule Breakers stock pick that led to the coining of the term "Spiffy Pop."
