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It looked like Shopify’s stock was headed for a great day when it reported earnings, only for the stock to give up all its gains and then some when management started talking on the conference call. The gang discusses why management’s comments had such a profound effect on the stock. Plus, a look at Moderna after the recent FDA approval and stocks on our radar

Tyler Crowe, Matt Frankel, and Jon Quast discuss:

- The market’s sharp reaction to Shopify’s earnings

- e-commerce in the era of agentic commerce

- The FDA’s refusal to review Moderna’s new flu vaccine

- Stocks on our radar

Companies discussed: SHOP, AMZN, GOOG, PINS, WMT, MRNA, TREX, CROX, SAFRY

Host: Tyler Crowe

Guests: Matt Frankel, Jon Quast

Engineer: Dan Boyd

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