NVIDIA was up like a Walmart in market cap yesterday. It is kind of the ultimate picks and shovels company for all of these major trends, whether it's data centers, super computing crypto, and of course, artificial intelligence. This week, we also saw earnings from Intuit, the company behind TurboTax, Credit Karma, QuickBooks, and other cloud software offerings. They're now expecting a decline of 2% versus original expectations for growth of 1%.
Tech is leading the market higher in 2023, but a few giants are doing the heavy lifting.
(00:21) Matt Argersinger and Jason Moser discuss: - Nvidia's AI-fueled earnings report and the company's historic pop. - Intuit's latest results and how proposed IRS free-file software could affect the company. - Zoom's post-pandemic slump - The signs retailers are fixing inventory problems, but high-end merchandise still isn't selling.
(19:11) Motley Fool contributor Lou Whiteman talks with former United Airlines CEO Oscar Munoz about his approach to turning the airline around, dealing with personal setbacks, and the lessons in leadership from his book “Turnaround Time.”
(34:14) Matt and Jason discuss Netflix's $7.99/month solution to password sharing and two stocks on their radar: Salesforce and Invitation Homes.
Stocks discussed: NVDA, INTU, ZM, WSM, ULTA, COST, SPG, URBN, GPS, CRM, INVH
Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Oscar Munoz, Lou Whiteman Engineer: Dan Boyd, Tim Sparks
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