Missing Piece of the AI Spend Puzzle

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Episode
1625 of 1933
Længde
39M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised.

(1:08) Jason Moser and Bill Mann discuss: - Nvidia’s killer quarter, and why the market yawned over the results. - The global IT outage’s impact on Crowdstrike’s past quarter and outlook for the rest of the year. - Chewy’s continued turnaround, Dollar General’s merchandising woes, and the new-look mature Salesforce.

(19:11) Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks’ leadership teams.

(33:16) Jason and Bill break down two stocks on their radar: Birkenstock and Alimentation Couche-Tard.

Stocks discussed: NVDA, CRWD, CHWY, DG, CRM, BIRK, ANCTF

Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Nell Minow Engineers: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices


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