Motley Fool Money Record Highs, Coronavirus Concerns, Facebook’s New Hobby
Feb 14, 2020
Nvidia's impressive earnings spark excitement as it shakes off its crypto hangover. Tech trends unfold with Shopify and Roku making waves in their respective markets. The hosts dive into Facebook's new app, comparing it to Pinterest, while Samsung's foldable phone is also on the agenda. They discuss innovative products like Kellogg's plant-based protein and even KFC-inspired Crocs. Market responses to the coronavirus and investment strategies keep the conversation lively, as the analysts share promising stock picks to watch.
AI Snips
Chapters
Transcript
Episode notes
NVIDIA's Success
- NVIDIA overcame inventory issues and a "crypto hangover" to report strong earnings, driven by gaming and data centers.
- Their collaboration with Tencent will bring PC gaming to the cloud in China, and they continue to invest in AI.
Shopify's Growth and Valuation
- Shopify's strong quarter came from increased merchants and, notably, the growing use of merchant solutions like fulfillment and payments.
- Its high valuation may present an entry point after a potential pullback.
PepsiCo's Performance and Outlook
- PepsiCo had a good quarter with organic revenue growth, driven by Frito-Lay and North American beverages.
- However, weak guidance for 2020 slightly tempered investor enthusiasm.