Semis and Housing and Retail, oh My!
This week is one of the biggest weeks in earnings as NVIDIA, Home Depot, Lowes, Walmart, and Target all reported earnings. All three provide both a look into the financials of great business and a deeper look into three of the biggest markets: AI, housing, and consumer spending.
Tyler Crowe, Matt Frankel, and Jon Quast discuss:
- Another quarter of monster numbers from NVIDIA
- Home Depot and Lowe's thoughts on the housing and home improvement market.
- Walmart’s quarterly numbers make Target’s management look silly.
Companies discussed: NVDA, META, AMZN, GOOG, MSFT, PLTR, HD, LOW, TGT, WMT, BBWI
Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Engineer: Dan Boyd
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