Missing Piece of the AI Spend Puzzle
发布时间 2024-08-30 19:07:00 来源
摘要
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.
(28:21) Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks’ leadership teams.
(48:44) 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
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