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Ep. 24: Uber with Clockwise Capital's James Cakmak, FireEye, Splunk, Ciena Corporation, Huawei
Season 1 · Episode 24

Ep. 24: Uber with Clockwise Capital's James Cakmak, FireEye, Splunk, Ciena Corporation, Huawei

Uber’s (UBER) big bet on delivery pays off in the pandemic. But now what? James Cakmak of Clockwise Capital explains. FireEye (FEYE) divides itself in two and shows just how different cybersecurity companies can be. Splunk (SPLK) finds that margins aren’...

The Drill Down

June 3, 202135m 53s

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Show Notes

Uber’s (UBER) big bet on delivery pays off in the pandemic. But now what? James Cakmak of Clockwise Capital explains. FireEye (FEYE) divides itself in two and shows just how different cybersecurity companies can be. Splunk (SPLK) finds that margins aren’t so puffy in the cloud. Ciena Corporation (CIEN) looks to take advantage of a global concern about China and Huawei. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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