Scott Kelley

In this discussion, Jennifer Bartashus, a Senior Analyst specializing in retail staples, analyzes Dollar General's falling stock and its struggle to cater to low-income shoppers. Dan Morgan, a Senior Portfolio Manager, dives into Nvidia's earnings, revealing a shift towards data centers amid fierce competition. Scott Kelley and Abigail Doolittle provide insights into the complexities of U.S. commercial real estate post-pandemic, while Gene Munster elaborates on Nvidia's pivotal role in the AI chip market and its market challenges.

Bloomberg Intelligence analysts and experts discuss Deere's disappointing profit outlook and U.S retail sales. They also analyze the market, commercial real estate, and cognitive biases in financial decision-making. The podcast covers Cisco's business model, AI growth, and potential shift to Ethernet.