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It's Nvidia's (NVDA) Market. Is that a Good Thing?

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Manage episode 402383646 series 3470620
Content provided by Cabot Wealth Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cabot Wealth Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week on Street Check, Chris and Brad tackle Nvidia's (NVDA) latest earnings release, the risks to the markets of having one stock in the driver's seat, and how impactful the artificial intelligence revolution has been for shares and the company's fundamentals. Then, they talk Amazon's (AMZN) new place in the Dow and the stocks and evolving consumer behaviors that put it there. To wrap the episode, they discuss Capital One's (COF) acquisition of Discover (DFS), arbitrage in DFS shares, regulatory risks to the proposed merger, and the possible outcomes for investors.
  continue reading

64 episodes

Artwork
iconShare
 
Manage episode 402383646 series 3470620
Content provided by Cabot Wealth Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cabot Wealth Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week on Street Check, Chris and Brad tackle Nvidia's (NVDA) latest earnings release, the risks to the markets of having one stock in the driver's seat, and how impactful the artificial intelligence revolution has been for shares and the company's fundamentals. Then, they talk Amazon's (AMZN) new place in the Dow and the stocks and evolving consumer behaviors that put it there. To wrap the episode, they discuss Capital One's (COF) acquisition of Discover (DFS), arbitrage in DFS shares, regulatory risks to the proposed merger, and the possible outcomes for investors.
  continue reading

64 episodes

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