What Should Investors Do With the New Wave of IPOs?Fool contributors Jon, Matt, and Rachel discuss a surprisingly good quarter for an enterprise software company before pivoting to a conversation on hot, upcoming IPOs and how investors should be thinking about managing their portfolios in light of the new exciting opportunities.
Jon Quast, Matt Frankel, and Rachel Warren discuss:
-Monday.com’s financial results for the first quarter of 2026
-The upcoming Cerebras IPO
-Mailbag: Trim my winners to raise cash or deploy new cash?
Companies discussed: Monday.com (MNDY), Cerebras, Nvidia (NVDA), OpenAI, Figma (FIG)
Host: Jon Quast
Guests: Matt Frankel, Rachel Warren
Engineer: Dan Boyd
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