Lululemon jumps on strong growth in men’s sales and an improved outlook. Docusign delivers big returns on e-signatures. And Slack slips after its first earnings report as a public company. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and weigh in on the latest from Constellation Brands, PagerDuty, WeWork, and Zoom Video. Plus, we dip ... Show More
Yesterday
1 Earnings Report That Could Move the Market
On Wednesday, the world’s most valuable company will report financial results and they’re expected to be spectacular. But Nvidia’s management has to say could have huge economic ramifications. Jon, Matt, and Rachel also take questions from our mailbag, talking about the physical ... Show More
26m 19s
Oct 2025
How Lululemon Won Athleisure | Mirror, Mirror | 2
It's the 2010s, and the athleisure market has exploded. As Lululemon has grown into one of the world's biggest athletic wear companies, brands like Nike and Adidas want a piece of the pie—and new, smaller companies are adding to the competition. Soon, everyone will be selling the ... Show More
33 m
Sep 2025
Oracle’s AI Boom, Lululemon’s Disastrous Quarter, and a Canadian Mining Megamerger
In this episode, we cover some of the biggest stories shaping markets this week. Oracle shocked investors with blowout guidance which led the stock to be up 40% and close to joining the trillion dollar market cap club. We also look at weak job numbers coming out for Canada and th ... Show More
51m 49s
Jul 2020
“Lulu, Lulu, on the wall” — Lululemon acquires Mirror. Uber may buy Postmates. Netflix’s $100M black bank bet.
Athleisure icon Lululemon splurges $500M to acquire Peloton-ish in-home workout startup Mirror. Fresh off its acquisition breakup with Grubhub, Uber is looking to rebound with Postmates instead. And Netflix will stream $100M of its cash into black community banks to fix the bank ... Show More
18m 4s
<p>It’s been a great week for investment banking and deal-making, and we've curated the top four stories:</p><p><br></p><ul><li>Jefferies’ bumper earnings and the factors driving the success of elite boutique banks</li></ul><p><br></p><ul><li>A detailed exploration of the Poison ... Show More