The S&P 500 recorded its first down day of December as stocks pulled back from record levels—but it was another busy Overtime session with earnings from Asana, HPE, Ulta, Lululemon, Victoria’s Secret, Rubrik, Docusign, Gitlab and Samsara. Oppenheimer analyst Brian Nagel breaks down why the “not that bad” quarter for the retailer is actually a positive sign. Rubrik CEO Bipul Sinha on the company’s blowout quarter and its growth momentum. ServiceNow Bill McDermott talks its AI strategy and partnerships. Plus, Bill Holdings CEO Rene Lacerte on his outlook for the small businesses and his own company’s stock run higher.