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Sep 3, 2024
In this discussion, film critic and corporate governance expert Nell Minow shares her insights on the summer box office dynamics and the strategic shifts at Disney and Starbucks. She highlights the unexpected success of 'Inside Out 2' and reflects on Disney's leadership challenges amid a rapidly changing industry. The conversation also touches on the importance of creativity in filmmaking, addressing the delicate balance between innovation and franchise reliance. Minow's perspective offers a fascinating look at the intersection of cinema and corporate strategy.
39:31
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Quick takeaways
- Nvidia's impressive quarterly earnings exemplify the challenges of high market expectations, leading to a muted response despite record sales growth.
- CrowdStrike's proactive recovery from an IT outage highlights the importance of innovation in AI security to capture significant market opportunities.
Deep dives
NVIDIA's Earnings and AI Boom
NVIDIA reported strong quarterly earnings, showcasing impressive growth in revenue and profits, with sales surpassing $30 billion and profit figures reaching over $16.5 billion. The company experienced a significant increase in its data center business, which alone contributed $26.3 billion, representing a year-over-year growth of 154%. However, despite these promising results, market expectations remained exceptionally high, resulting in a muted stock reaction post-report. Investors noted some delays regarding NVIDIA's upcoming Blackwell release, which may impact future performance but is not expected to undermine long-term demand.
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