Artwork

Innhold levert av The Motley Fool. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Motley Fool eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Player FM - Podcast-app
Gå frakoblet med Player FM -appen!

Missing Piece of the AI Spend Puzzle

39:01
 
Del
 

Manage episode 437178794 series 8012
Innhold levert av The Motley Fool. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Motley Fool eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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

1662 episoder

Artwork

Missing Piece of the AI Spend Puzzle

Motley Fool Money

11,758 subscribers

published

iconDel
 
Manage episode 437178794 series 8012
Innhold levert av The Motley Fool. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Motley Fool eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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

1662 episoder

Усі епізоди

×
 
Loading …

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.

 

Hurtigreferanseguide

Copyright 2024 | Sitemap | Personvern | Vilkår for bruk | | opphavsrett