As U.S. job growth continues, the biggest tech companies plot their next moves. Maria Gallagher and Jason Moser discuss June's jobs report, falling gas prices, and the shifting employment landscape, Apple and Google looking to monetize the lock screen of your phone, Meta Platforms planning to launch a $1,000 VR headset, a big rationale for Levi's dividend increase, and the latest from Amazon, Upstart Holdings, and GameStop. 20 minutes in, Rachel Warren talks with Jay Jacobs, U.S. Head of Thematics and Active Equity ETFs at BlackRock, about the trends he and his team are watching in infrastructure, emerging markets, and healthcare. Then, at 33 minutes in, Maria and Jason answer a listener's question about Warner Bros Discovery, and share two stocks on their radar: Paycom and Procore Technologies. Stocks discussed: UPST, AMZN, JET, DASH, META, AAPL, GOOG, GOOGL, TWTR, GME, LEVI, WBD, PAYC, PCOR. Host - Chris Hill; Guests - Maria Gallagher, Jason Moser, Rachel Warren, Jay Jacobs