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Missing Piece of the AI Spend Puzzle
39 minutes Posted Sep 3, 2024 at 3:45 pm.
Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised.
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.
Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks’ leadership teams.
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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, ANCTFHost: Dylan LewisGuests: Bill Mann, Jason Moser, Nell MinowEngineers: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices