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Mag 7, Markets, and Mailbag with CEO Tom Gardner

4/30/202632 min

Motley fool co-founder and CEO Tom Gardner stopped by today on the podcast. There, he and the team browke down the changing dynamics behind earnings from four of the Magnificent 7 companies, what to make of consumer sentiment at a 60 year low, and answering a guest question about the new competition for NVIDIA chips. Tom, Tyler, and Jon discuss:

  • The markets reaction to Alphabet, Microsoft, Amazon, and Meta’s earnings report
  • What matters most about AI infrastructure spending
  • Rising costs for the hyperscalers: fear or opportunity?
  • Making sense of the lowest consumer sentiment readings of all time
  • What works when everyone is miserable
  • NVIDIA’s customers are building their own chips: Is this a problem Companies discussed: Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta Platforms (META), Microsoft (MSFT), Micron Technologies (MU), NVIDIA (NVDA), Walmart (WMT), Target (TGT) Kroger (KR), Dell Technologies (DELL) Host: Tyler Crowe Guests: Tom Gardner, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Clips

Will Nvidia's margins peak?
Why Meta sold off
Downstream AI winners
Consumer confidence at record low
Portfolio playbook: enterprise over consumer
Price spikes that help clouds
Cloud numbers that stun

Transcript preview

First 90 seconds

  1. Tyler Crowe· Host0:00

    [upbeat music] 57% of the Mag Seven's earnings today on Motley Fool Hidden Gems Investing. Welcome to Motley Fool Hidden Gems Investing. New name, same great investing podcast. I'm Tyler Crowe, and today I'm joined by longtime Fool contributor John Quast. And we have a special guest today, Motley Fool CEO Tom Gardner. Tom, thank you for joining us today.

  2. Tom Gardner· Guest0:23

    Pleasure to be here.

  3. Tyler Crowe· Host0:24

    I, I wanna put you on the spot, 'cause we just did the, the name change to Motley Fool Hidden Gems Investing. Uh, give me the quick elevator pitch with the name change.

  4. Tom Gardner· Guest0:32

    Well, the spirit of our, uh, podcast at The Motley Fool, our Hidden Gems Investing podcast and our Rule Breaker, uh, Investing podcast, is to present our two primary approaches to long-term investing. In the case of Rule Breakers, it's to look for innovative breakthrough businesses, and in the case of Hidden Gems, it's to really look at the ownership, leadership, and the financial management of companies on a growth path. Both styles are very similar, but, but in that they both share a passion for holding stocks for the very long term, being investors in the stock market throughout our entire lives. But we have two different wrinkles on how to look at companies, and we love having those two different brands in The Motley Fool, and they're expressed here in podcast form.

  5. Tyler Crowe· Host1:10

    Great that we get to do this on this podcast. And for today, on the, on the docket we're gonna pull a question out of the mailbag that we're getting lots of responses for. We're gonna do what we're calling Tom's Mystery Box topic, 'cause he's the guest of the honor today. But first, we're gonna start with The Magnificent Seven earnings, or specifically four out of the seven, because within the past 24 hours, or

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