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Nvidia's earnings hype and the role of AI in tech companies like Workday. The buzzword 'shrink' in retail and its impact on companies like Ulta and Williams-Sonoma. DataDog CEO discusses recent results and growth potential. Breakdown of stocks Nike and Chewy.
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Quick takeaways
- Investors should be cautious of the high valuation and uncertain future of NVIDIA's AI opportunity.
- Workday is leveraging AI to enhance its HR and financial operations, experiencing growth in this area.
Deep dives
AI and NVIDIA
NVIDIA is a company that is capitalizing on the AI market opportunity. However, investors should be cautious of the stock's high valuation and the uncertainty of how long the AI opportunity will continue.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode