It’s NVIDIA’s world and we’re just living in it!

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 23 February 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Earnings season rolls on plus some acquisitions made the news this week: (00:21) Emily Flippen and Andy Cross discuss: - Earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre - Acquisition roundup: Capital One is acquiring Discovery Financial and Walmart is acquiring Vizio (19:11) Bloomberg reporter, Kurt Wagner talks about Twitter and his new book “The Battle for the Bird.” (34:25) Emily and Andy break down two stocks on their radar: Grab Holdings and HubSpot Stocks discussed: NVDA, ETSY, W, WMT, PANW, MELI, COF, DFS, GRAB, HUBS Host: Ron Gross Guests: Emily Flippen, Andy Cross, Kurt Wagner Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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0:00.0	It's in vidia's world and we're just living in it.
0:05.0	Motley Full Money starts now. So, Everybody needs money.
0:27.0	money.
0:28.0	That's why they call it money.
0:30.0	The best things in a life are free. but you can give them to the pros and
0:35.8	be the people. From full global headquarters, this is Motley Full Money.
0:40.3	It's the Motley Full Money radio Show. I'm Ron Gross sitting in for
0:43.7	Dylan Lewis. Joining me today are senior analysts Emily Flippin and Andy Cross
0:48.8	Fool's How you doing? Hey Ron, hey Fool's earnings season rolls on. We've got a lot to talk about.
0:56.4	Today we're going to talk acquisitions and e-commerce, but we must begin with
1:02.1	NVIDIA.
1:03.6	On Thursday, NVIDIA reported results that knocked it out of the park and management provided
1:09.1	guidance that was higher than analysts were expecting. Andy, I'm not even sure where to begin.
1:16.4	This was really some report.
1:18.2	The stocks performance is outstanding.
1:21.0	What stood out to you?
1:22.1	Where do we go from? I mean, Ron, these are like monopoly numbers. I mean,
1:25.4	Ninvidia has become the bellwether stock for this rally. It's up more than the 60% this year alone, 275% for the past year.
1:33.7	Since those earnings came out team,
1:35.6	it's added around $300 billion in market cap
1:38.9	to be close to that $2 trillion level.
1:41.3	That's the size of AMD. It's like close competitor. The
	...

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