Earnings Buzzwords: AI and Shrink

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The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 25 August 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI. (00:21) Andy Cross and Jason Moser discuss: - The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday. - Why “shrink” is the buzzword of the season in retail and how investors should be looking at it. - How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk. (19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it. (33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy. Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY Host: Dylan Lewis Guest: Jason Moser, Tim Beyers, Olivier Pomel, Tim Beyers Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We've got tails of two earnings buzzwords.
0:07.2	Can you guess what they are?
0:08.2	Motley for money starts now.
0:25.8	Everybody needs money.
0:29.0	That's why they call it money.
0:37.0	From full global headquarters, this is Motley for money.
0:40.0	It's the Motley for money radio show.
0:42.0	I'm Dylan Lewis joining me in studio Motley for senior analysts Andy Cross and Jason
0:45.8	Moser.
0:46.8	Great to have you both here, guys.
0:47.8	Hey, down here.
0:48.8	We've got retailers doing well and not so well.
0:50.8	A CEO's take on how listening to your customers can help shape your offerings and of course, stocks
0:55.2	on our radar.
0:56.2	But we're kicking off today with two buzzwords from the earnings season, AI and shrink.
1:00.2	We're going to start with AI and we're going to start with Nvidia Jason.
1:03.8	This is basically the company that could change its name to the AI supply company and no one
1:07.7	would think twice.
1:08.7	I'm safe to say AI is not going anywhere and this business continues to benefit from it.
1:12.4	I think that's a safe assumption.
1:14.4	Yes.
1:15.4	Now, let's back up a little bit of forgetting that Nvidia is a great company, taking advantage
	...

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