Expectations Over Results

The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations. 

(00:55) Jason Moser and Emily Flippen discuss:

- How Walmart is thriving while Target struggles with “decelerating discretionary demand.”

- Market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one. 

- Snowflake’s strong report and what its new deal with Anthropic means .

(19:03) Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization.

(34:35) Emily and Jason break down two stocks on their radar: Tesla and C3Ai.

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Stocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI.

Host: Dylan Lewis

Guests: Jason Moser, Emily Flippen, Dan Durn

Engineers: Rick Engdahl

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