Millions, Billions, Trillions for Nvidia

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 21 June 2024

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Nvidia’s been on such a tear, it’s tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is. (:21) Ron Gross and Bill Mann discuss: - How Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the market’s returns are being driven by a few companies. - An luxury-fashion IPO that wasn’t in Italy. - AI pushing Accenture through a slowdown in its core business and how Darden’s Restaurant chains are holding up as pricing comes into focus for food . (19:11) Fawn Weaver, CEO of Uncle Nearest, the fastest growing and most awarded whiskey and bourbon brand of the past few years, tells one of the greatest stories in the alcohol business and offers up a cocktail to beat the heat this summer. (35:20) Ron and Bill break down two stocks on their radar: Old Dominion Freight Line and McCormick. Stocks discussed: NVDA, MSFT, F, ACN, DRI, MCK, ODFL Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Fawn Weaver Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It continues to be in vidia's market. We're all just living in it. This
0:08.2	week's Smotly Full Money Radio Show starts now. 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 Fool Global Headquarters, this is Motley Fool Money.
0:40.3	It's the Motley Full Money Radio Show. I'm Dylan Lewis.
0:42.8	Joining me over the airwaves, Motley Fool's senior analysts, Bill Mann and Ron Gross.
0:46.9	Fool's, great to have you both here.
0:48.9	How you doing, Dylan?
0:51.4	We've got one of the greatest stories of the alcohol business,
0:54.4	Straight Talk on EVs from one of the legacy auto giants,
0:57.8	and of course stocks on our radar.
1:00.5	We are kicking off though this week, looking at the market cap race.
1:04.4	Ron, there was a moment where a new company was atop the market,
1:08.1	albeit briefly this week Chip Giant NVIDIA passed Microsoft to become the largest company in the world as we tape Friday morning.
1:15.8	They are neck and neck falling a little bit behind Microsoft.
1:18.4	Let's do a little side by side here.
1:19.7	How does NVIDIA stack up to Microsoft Ron?
1:23.3	Do you think most people heard of NVIDIA until this year?
1:25.8	I feel like it came out of nowhere.
1:28.2	It's a skin cream, right?
	...

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