For this most recent quarter, inventory seems to be the main culprit for the troubles that they had.

However, the company also reported sluggish comparable sales and there's signs of market share losses in certain areas.

It seems, though, that the company's losing market share to the larger competitors, so the Walmart's, Amazon's, Costco's of the world.

So it's not clear that Target was a bellwether for retail generally.

It might be just a company that was sort of left out in the cold.

Brian Stewart, Seeking Alpha's director of news.

Welcome back to round two of our market roundup, look ahead, synthesis of the markets.

Welcome back. Thanks for joining us again.

Thanks a lot, Rita.

Thanks for having me.

A lot of talk about NVIDIA on this podcast, on our Wall Street

Breakfast newsletter, on our news team in the earnings section. One of the most important

releases people have been sane and promising. And then what happened? Talk to us about the

Nvidia earnings report. So many people anxious and looking and what did they have to say?

Yeah, big buildup and then kind of a shrug when the new came out.

The company beat expectations, revenue nearly doubling in Q3 from last year.

The data center revenue, that's the key measure for AI products, more than doubled

from last year. But for investors, they were kind of hoping for guidance to be increased

more than it was. It came in above consensus, but sort of not enough. And if we're looking longer term,

it's clear from NVIDIA's results that AI is still here to stay, but the growth rates aren't

sustainable at the levels they were. Just looking at the data center revenue. So it was up 112%

in this latest report, so more than doubling. But if you look back to Q3 last year,

...