Challenges Faced by Online Grocery Intermediaries, the Impact of Streaming on the Media Industry, and Investing in Mega Cap Tech Stocks

Shares of Softbank’s chip company, Arm, higher in their public debut…we discuss what it means for the likes of Instacart and Birkenstock’s impending offerings. 

But NYU’s Aswath Damadoran says he’s “skeptical of anything they touch,” warning about Softbank’s tendencies to overprice and underdeliver.

Plus, fast casual restaurant stocks have been beaten up as of late, but Raymond James has names they say are poised to break out. 

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