Expectations Over Results

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 22 November 2024

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	It's the most wonderful time of the year, unless you're Target.
0:07.9	This week's Motleyful Money Radio show starts now.
0:14.6	Everybody needs money.
0:20.8	That's why they call it money.
0:23.0	The best things in life are free,
0:26.2	but you can give them to the birds and bees.
0:29.6	I need money.
0:29.9	From Fool Global Headquarters, this is Motley Fool Money.
0:33.6	It's the Motley Fool Money Radio show.
0:35.3	I'm Dylan Lewis.
0:36.1	Joining me over the Airwaves, Motley Fool's senior analyst, Jason Moser and Emily Flipin.
0:40.2	Fools, great to have you both here.
0:42.3	Hey, hey.
0:43.6	This week, we've got the rundown on how one of the leaders in AI is prioritizing projects,
0:48.7	all eyes on Nvidia's earnings, and a look at retail, and that is where we are going to pick things up. Red in the chart
0:56.0	this week for Big Red, Jason, shares of Target down 20% after the company reported third quarter
1:01.8	results. What did you see? Well, that was a big move for sure, particularly for a company like
1:07.2	Target, obviously a large retailer in the space. But it, you know, it's, it's challenging.
1:14.1	I mean, it's challenging time for consumers and clearly a challenging time for some retailers.
1:21.6	We've certainly seen in regard to Target, I mean, we saw what what, a 2% decline, an average ticket there.
1:29.3	So people are going to the store, but they are spending less.
1:34.3	And for me, I mean, I mean, that really kind of goes back to something Brian Cornell was talking about in a call there,
	...

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