matt maley, chief market strategist at Miller Tabak, suggests that investors can capitalize on the recent positive financial results of workday and lowe's, despite some concerns regarding consumer spending and market conditions.

workday is identified as a finance and human resources software provider that has recently posted encouraging earnings.

lowe's is discussed as a home improvement retailer with positive recent earnings, though concerns exist regarding housing market data.

matt maley is the chief market strategist at Miller Tabak, providing insights on workday and lowe's.

instacart is mentioned negatively as a grocery delivery service that is expected to struggle amidst consumer spending concerns.