Episode description

We kick off a wild hour with Paul Hickey of Bespoke Investment Group and Jill Carey Hall of BofA Global Research breaking down earnings from Lyft, DoorDash, Gilead and more. DA Davidson's Tom White weighs in on Lyft’s results. Jon shares insights from DoorDash’s CFO Ravi Inukonda, including where the company is investing to continue scaling. Freshworks CEO Dennis Woodside joins to discuss earnings, and Anduril’s Palmer Luckey dives into defense under Trump, DOGE, and the company's latest news. Plus, Nucor CEO Leon Topalian on the impact of tariffs.