Welcome to Ok Computer. I'm Dan Nathan, joined by Dear Drubosa, CNBC's host of Tech Check. Debo, welcome back to the pod.

Hello, happy to be back.

It's been a busy couple weeks for you. I know that because it's hard to get in touch with you.

I see you on TV all day long. It's been the magnificent six or five reporting over the last kind of week and a half or so. There's been a whole

host of other earnings that I think are really interesting on a day like today. We're taping this

Tuesday afternoon, a Pinterest, up more than 20 percent or so. That sort of move in this

environment is interesting to me. But again, small company, I guess, the ones that are capturing all the

headlines was the Amazon, the Google, Apple is coming up here. After we run through mega-cap

tech earnings, I sit down with Stewart Soap CEO and co-founder of Current and his co-founder, Trevor

Marshall, who's also the CTO over there, the three of us were out at Money 2020

last week in Vegas, and we're going to do a little wrap on some of the trends out there and

some of the mood out there as it relates to private fintech. So stick around for that

conversation. All right, Deirdre, let's get into it. I think the big one that kind of caught most

folks off guard in the public markets was Amazon. I know this is a

story you've been tracking fairly closely. We were on fast money the night of the report. And at the time,

the stock opened up. The quarter was good. A lot of the kind of margin stuff was pretty good.

I think retail, again, is a theme two quarters in a row that a lot of investors are excited about.

What were the things that really stuck out for you?

Because that kind of six or seven percent gain on Friday afternoon, the follow-through into Monday.

This one just feels like that down 17, 18 percent into the print set it up where it wasn't

going to take a whole heck of a lot for this thing to bounce.

So curious thoughts, takeaways. And this is a bit of an outlier in the mega cap tech space over the last

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