This chapter discusses the recent earnings report of a company, highlighting the transition to accelerated computing and generative AI. It mentions the company's strong performance in the third quarter, the demand for AI chips, and NVIDIA's focus on AI. The speakers also address concerns about the stock being overvalued and argue its potential based on forward estimates and growth rates.
David Trainer, CEO of New Constructs, shares his thoughts on Peloton earnings and outlook. Dan Morgan, Senior Portfolio Manager at Synovus Trust, breaks Nvidia earnings. Mark Penn, Chairman & CEO of Stagwell, talks about what business leaders should look out for at the first Republican Presidential debate. Bloomberg Businessweek Editor Joel Weber and Barry Ritholtz, Chairman and Chief Investment Officer of Ritholtz Wealth Management, provide the details of Barry's Businessweek Magazine story Dear Jay, Let’s Make Better Mistakes Tomorrow. And we Drive to the Close with Jimmy Lee, CEO at Wealth Consulting Group.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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