Earnings Buzzwords: AI and Shrink

Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI. 

(00:21) Andy Cross and Jason Moser discuss:
- The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday. 
- Why “shrink” is the buzzword of the season in retail and how investors should be looking at it.
- How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk. 

(19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it.

(33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy.

Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY

Host: Dylan Lewis
Guest: Jason Moser, Tim Beyers, Olivier Pomel, Tim Beyers
Engineers: Dan Boyd, Kyle Carruthers