Expectations Over Results
The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations.
Audio is streamed directly from the publisher (podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations.
(00:55) Jason Moser and Emily Flippen discuss:
- How Walmart is thriving while Target struggles with “decelerating discretionary demand.”
- Market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one.
- Snowflake’s strong report and what its new deal with Anthropic means .
(19:03) Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization.
(34:35) Emily and Jason break down two stocks on their radar: Tesla and C3Ai.
Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL
Visit our sponsor at www.landroverusa.com
Stocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI.
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Dan Durn
Engineers: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices