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Missing Piece of the AI Spend Puzzle

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Manage episode 437178794 series 8012
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.

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

  continue reading

1708 episoder

Artwork

Missing Piece of the AI Spend Puzzle

Motley Fool Money

11,764 subscribers

published

iconDel
 
Manage episode 437178794 series 8012
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.

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

  continue reading

1708 episoder

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