AI, value investing, Casey's CEO on earnings: Asking for a Trend

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Dialpad Founder And CEO Craig Walker Nouvelles

Josh Lipton,Generative AI,Darren Rebelez

On today's episode of Asking for a Trend, host Josh Lipton navigates through an array of topics, ranging from the transformative power of AI to the latest...

navigates through an array of topics, ranging from the transformative power of AI to the latest market trends and corporate earnings.impressive fiscal fourth-quarter earnings beat.We're going to be breaking down the trends in today that will move stocks tomorrow.So we're focusing on what you need to know to get ahead of the curve.The fed leaves rates unchanged as June meeting but now expects just one cut in 2024.

Right now, we're treating it around levels of 5400 that is already above most year and targets for those analysts and strategists, which is crazy since we're already six months into the year.We probably going to get more uh uh upticks on that when it comes to those year and targets U Bs and BMO have around 5600.I'm just going to refresh this a bit, but when you think about the NASDAQ as well, 16 of record closes for the NASDAQ so far this year.

So something to keep track of something to keep an eye on, especially as Apple struggled at the start of this year. So a contact center call, how to provide better support one of your sellers making sales calls, how to close better and with real time coaching and then how to analyze trends of, you know, what is customer satisfaction for certain things, which, which uh sales motions are working better than others and really using that entire communications stack to make your company smarter and do better at their jobs.

So by having that built in house and running in the core of everything we do, it keeps it much more secure, doesn't go off to any third party and it really is being trained on your own data as well.And Craig, it's just a broader question too about this moment we find ourselves in because there are people Craig that say, listen, what you're witnessing here is a paradigm shift.

And then more recently launched a new lineup of hot sandwiches where, um, we were up 85% in the quarter in that hot Sanders lineup.And then I would say just up and down the PNL, the team just execute on every single element of the PNL.Uh Darren also, you have, I wanna get your take is you have really unique insight perspective on the consumer.

In this case, he's looking at low pe low price to earnings ratio stocks and shows that they have actually performed just fine.That's the reason why that the value performance looks so weak. All eyes will be on results of the Tesla shareholder vote tomorrow to focal point, Ceo Elon Musk, $56 billion pay package and the decision to move the company's incorporation from Delaware to Texas Calpers.It owns more than 9 million shares.

 

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