Nvidia, Apple, and Eli Lilly: Manufacturing the Future
- Forfatter
- Afsnit
- 1786
- Udgivet
- 28. feb. 2025
- Forlag
- 0 Anmeldelser
- 0
- Afsnit
- 1786 of 2000
- Længde
- 39M
- Sprog
- Engelsk
- Format
- Kategori
- Økonomi & Business
The great buildout for AI and GLP-1 drugs continues.
(00:21) Jason Moser and Matt Argersinger discuss:
- How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025. - Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S. - Earning updates from Home Depot, Axon, and Cava.
Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/
(19:11) Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks.
(34:53) Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties.
Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR
Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Josh Isner Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Other podcasts you might like ...
- The Journal.The Wall Street Journal & Spotify Studios
- The Can Do WayTheCanDoWay
- HW News Business Tit-BitsHW News Network
- 1,5 graderAndreas Bäckäng
- Self-Compassionate ProfessorPhD
- Networth and Chill with Your Rich BFFVivian Tu
- Don't Be SourMaxx Chewning
- Mark My Words PodcastMark Homer
- EGO NetCastMartin Lindeskog
- The Pathless Path with Paul MillerdPaul Millerd
- The Journal.The Wall Street Journal & Spotify Studios
- The Can Do WayTheCanDoWay
- HW News Business Tit-BitsHW News Network
- 1,5 graderAndreas Bäckäng
- Self-Compassionate ProfessorPhD
- Networth and Chill with Your Rich BFFVivian Tu
- Don't Be SourMaxx Chewning
- Mark My Words PodcastMark Homer
- EGO NetCastMartin Lindeskog
- The Pathless Path with Paul MillerdPaul Millerd
