With the Nasdaq up nearly 6% in May, tech seems to be soaring. Will earnings from CrowdStrike and Salesforce add to the AI hype? (00:21) Tim Beyers discusses: - If happy days are here again for the world of tech. - Why the market might be missing the greatness in CrowdStrike’s earnings. - How Marc Benioff found religion when it comes to cutting costs at Salesforce. (19:29) The war on cash is evolving. Jason Moser explains how the financial times keep changing and what it means for fintech. Companies discussed: CRWD, CRM, AAPL, MA, SQ, PYPL, V Host: Deidre Woollard Guests:Tim Beyers, Jason Moser, Alex Friedman Producer: Ricky Mulvey Engineer: Dan Boyd