That is the scorecard on Wall Street, but winter stay late.

Welcome to Closing Dumb Overtime.

I am John Fort with Morgan Brennan, and we've got Kate Running's reports dropping in the

next few minutes, including Zoom video, work dayday and Occidental Petroleum.

We're going to have instant reaction and analysis as soon as they hit.

Plus, we're looking ahead to tomorrow's Investor Day from Goldman Sachs.

That stock is outperforming the S&P 500 so far this year.

But questions are swirling around shortcomings

in its consumer business.

And now let's get straight to our market panel.

Joining us now, Nancy Tengler from Laffer Tengler Investments,

and Delano Sapporo from New Street Advisors Group.

And Nancy, these first two earnings

that we're waiting for at this very moment, it seems to me,

work day and Zoom, it's a story of Best of Breed versus the Giants, right?

Best of Breed being smaller companies that purport to do a thing well. Can you trust

best of breed in this environment when so many people are saying the giants have that scale advantage?

Thanks so much for having me, Morgan and John, and congrats on the program.

It's great.

It's great time and the action has been really awesome.

So thank you for having me.

In terms of Work Day, I think the answer to that question,

...