Podknife - Earnings Buzzwords: AI and Shrink by Motley Fool Money

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Earnings Buzzwords: AI and Shrink

Podcast |: Motley Fool Money
Publisher |: The Motley Fool
Media Type |: audio
Podknife tags |: Business,; Business News,; Interview,; Investing,; On The Radio,; Stock Market
Categories Via RSS |: Business,; Investing
Publication Date |: Aug 25, 2023
Episode Duration |: 00:39:01

Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI. (00:21) Andy Cross and Jason Moser discuss: - The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday. - Why “shrink” is the buzzword of the season in retail and how investors should be looking at it. - How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk. (19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it. (33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy. Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY Host: Dylan Lewis Guest: Jason Moser, Tim Beyers, Olivier Pomel, Tim Beyers Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

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