Show notes
The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations. (00:55) Jason Moser and Emily Flippen discuss:- How Walmart is thriving while Target struggles with “decelerating discretionary demand.”- Market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one. - Snowflake’s strong report and what its new deal with Anthropic means .(19:03) Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization.(34:35) Emily and Jason break down two stocks on their radar: Tesla and C3Ai.Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOLVisit our sponsor at www.landroverusa.comStocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI.Host: Dylan LewisGuests: Jason Moser, Emily Flippen, Dan DurnEngineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices