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Missing Piece of the AI Spend Puzzle

Missing Piece of the AI Spend Puzzle

Update: 2024-09-03
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Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised. 


(1:08 ) Jason Moser and Bill Mann discuss:

- Nvidia’s killer quarter, and why the market yawned over the results. 

- The global IT outage’s impact on Crowdstrike’s past quarter and outlook for the rest of the year. 

- Chewy’s continued turnaround, Dollar General’s merchandising woes, and the new-look mature Salesforce.


(19:11 ) Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks’ leadership teams. 


(33:16 ) Jason and Bill break down two stocks on their radar: Birkenstock and Alimentation Couche-Tard.


Stocks discussed: NVDA, CRWD, CHWY, DG, CRM, BIRK, ANCTF


Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, Nell Minow

Engineers: Steve Broido

Learn more about your ad choices. Visit megaphone.fm/adchoices

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Missing Piece of the AI Spend Puzzle

Missing Piece of the AI Spend Puzzle

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