Twitter shares pop as one key metric in their 2nd-quarter report surprises Wall Street. Microsoft\u2019s cloud business grows \u201conly\u201d 47% in the 4th\xa0quarter. Chipotle\u2019s digital sales skyrocket in the 2nd\xa0quarter, 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\u2019s filed to go public later this year, and Blackline (Nasdaq: BL), an accounting SasS platform.