Exploring shifts in market share dynamics and revenue growth with emerging competitors challenging Nvidia in AI and edge computing. Discussions on opportunities in AI, AI PCs, automation, and workflow technologies with a focus on companies like Qualcomm, ServiceNow, and Salesforce.
Deckers Outdoor and Super Micro Computer enter the S&P 500.
(00:21) Jason Moser and Deidre Woollard discuss:
- What it means to join the S&P 500.
- The brands driving Deckers Outdoor’s growth.
- Why an EV blunder may have cost Hertz’s CEO his job.
(16:06) Daniel Newman, CEO of the Futurum Group, explains what to watch for when it comes to the Magnificent Seven.
Companies discussed: DECK, CROX, NVDA, SMCI, HTZ, TSLA
Host: Deidre Woollard
Guests: Jason Moser, Daniel Newman
Producer: Ricky Mulvey
Engineers: Chace Przylepa, Dan Boyd
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