Big Tech's Banner 2023 Continues

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 26 May 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Tech is leading the market higher in 2023, but a few giants are doing the heavy lifting. (00:21) Matt Argersinger and Jason Moser discuss: - Nvidia's AI-fueled earnings report and the company's historic pop. - Intuit's latest results and how proposed IRS free-file software could affect the company. - Zoom's post-pandemic slump - The signs retailers are fixing inventory problems, but high-end merchandise still isn't selling. (19:11) Motley Fool contributor Lou Whiteman talks with former United Airlines CEO Oscar Munoz about his approach to turning the airline around, dealing with personal setbacks, and the lessons in leadership from his book “Turnaround Time.” (34:14) Matt and Jason discuss Netflix's $7.99/month solution to password sharing and two stocks on their radar: Salesforce and Invitation Homes. Stocks discussed: NVDA, INTU, ZM, WSM, ULTA, COST, SPG, URBN, GPS, CRM, INVH Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Oscar Munoz, Lou Whiteman Engineer: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	A truly legendary earnings report and a look inside retail's rally.
0:09.2	Motleyful money starts now.
0:10.6	Everybody needs money. That's why they call it money.
0:37.2	Motleyful money.
0:40.2	Motleyful money radio show.
0:41.8	I'm Dylan Lewis joining me in studio.
0:43.8	Motleyful senior analyst Jason Moser and Matt Argersinger.
0:46.8	Guys, great to have you here.
0:48.0	Hey Dylan.
0:49.0	We've got brick and mortar putting up big results and lessons in leadership from a seasoned
0:52.8	executive.
0:53.8	We're starting out today talking tech.
0:55.8	We've got earnings from NVIDIA into it and Zoom and we're kicking off this week talking
0:59.3	about tech because the sector is probably the biggest factor Matt in how investors are
1:04.0	feeling so far this year.
1:06.0	That's right Dylan and it's remarkable.
1:09.6	The numbers I'm about to go through.
1:11.4	Here we are.
1:12.4	We're almost to the end of May.
1:14.2	The QQQ, now it's like 100, up almost 30% year to day.
1:18.8	That's a monster year already.
1:20.5	The S&P 500 by the way of 9% not a slash there either.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.