Motley Fool Money "This is why we can't have nice things!"
Feb 17, 2022
Maria Gallagher, a Senior Analyst at Motley Fool, dives into Nvidia's impressive fiscal outcomes and DoorDash's rising order numbers. She also discusses Cheesecake Factory's surprising pricing power amid changing consumer habits. Meanwhile, analyst Matt Frankel explores PayPal's recent struggles, despite solid fundamentals, analyzing its stock performance and strategic shifts. Together, they examine how market reactions can be elusive and share insights into the evolving landscape of tech and consumer services.
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No Benefit of the Doubt
- Investors shouldn't expect any company to get the benefit of the doubt.
- Nvidia's strong results and guidance weren't enough to prevent a stock drop.
Nvidia's Strong Performance
- Nvidia had strong revenue growth across gaming, data center, and professional visualization segments.
- Only automotive and robotics were down due to supply constraints, not lack of demand.
Nvidia in DNA Sequencing
- Stanford researchers used Nvidia's Clara to set a world record for fastest DNA sequencing.
- This highlights the wide range of Nvidia chips' applications beyond gaming.