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
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