This chapter provides insights into Nvidia's advantageous position in chip manufacturing for AI, Wayfair's cost-cutting and Etsy's growth struggles, alongside detailed analyses of Etsy, Wayfair, Walmart, and Teladoc's business models, financial results, and future prospects. It also delves into Walmart's quarterly results, dividend increase and acquisitions, Teladoc's challenges with acquisitions and margin expansion, Palo Alto Networks' stock drop due to a strategy shift, Capital One's acquisition of Discover Financial, and Mercado Libre's financial results impacted by tax charges.
Earnings season rolls on plus some acquisitions made the news this week:
(00:21) Emily Flippen and Andy Cross discuss:
- Earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre
- Acquisition roundup: Capital One is acquiring Discovery Financial and Walmart is acquiring Vizio
(19:11) Bloomberg reporter, Kurt Wagner talks about Twitter and his new book “The Battle for the Bird.”
(34:25) Emily and Andy break down two stocks on their radar: Grab Holdings and HubSpot
Stocks discussed: NVDA, ETSY, W, WMT, PANW, MELI, COF, DFS, GRAB, HUBS
Host: Ron Gross
Guests: Emily Flippen, Andy Cross, Kurt Wagner
Engineers: Dan Boyd
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