Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI. 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, and how Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk. Then, 19 minutes in, 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. Finally, 34 minutes in, 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; Guests - Jason Moser, Tim Beyers, Olivier Pomel
