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Expectations Over Results

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Manage episode 451515691 series 2500334
Indhold leveret af The Motley Fool. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af The Motley Fool eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations.

(00:55) Jason Moser and Emily Flippen discuss:

- How Walmart is thriving while Target struggles with “decelerating discretionary demand.”

- Market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one.

- Snowflake’s strong report and what its new deal with Anthropic means .

(19:03) Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization.

(34:35) Emily and Jason break down two stocks on their radar: Tesla and C3Ai.

Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL

Visit our sponsor at www.landroverusa.com

Stocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI.

Host: Dylan Lewis

Guests: Jason Moser, Emily Flippen, Dan Durn

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1713 episoder

Artwork

Expectations Over Results

Motley Fool Money

1,133 subscribers

published

iconDel
 
Manage episode 451515691 series 2500334
Indhold leveret af The Motley Fool. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af The Motley Fool eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations.

(00:55) Jason Moser and Emily Flippen discuss:

- How Walmart is thriving while Target struggles with “decelerating discretionary demand.”

- Market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one.

- Snowflake’s strong report and what its new deal with Anthropic means .

(19:03) Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization.

(34:35) Emily and Jason break down two stocks on their radar: Tesla and C3Ai.

Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL

Visit our sponsor at www.landroverusa.com

Stocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI.

Host: Dylan Lewis

Guests: Jason Moser, Emily Flippen, Dan Durn

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1713 episoder

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