Twitter shares pop as one key metric in their 2^nd-quarter report surprises Wall Street. Microsoft’s cloud business grows “only” 47% in the 4^th quarter. Chipotle’s digital sales skyrocket in the 2^nd quarter, but overall comps fall nearly 10%. Ryan Henderson and Ian Gray analyze those stories and share two companies on their radar: Procore, a construction management software business that’s filed to go public later this year, and Blackline (Nasdaq: BL), an accounting SasS platform.