What Drives Investors? | The Motley Fool

In this podcast, Motley Fool analysts Jason Moser and Emily Flippen and host Dylan Lewis discuss:

• How Walmart is thriving while Target struggles with “decelerating discretionary demand.”
• Market expectations affecting 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.
• Two stocks worth watching: Tesla and C3Ai.

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

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To catch full episodes of all The Motley Fool’s free podcasts, check out our podcast center. To get started investing, check out our beginner’s guide to investing in stocks. A full transcript follows the video.

This video was recorded on Nov. 22, 2024.

Dylan Lewis: It’s the most wonderful time of the year unless you’re Target. This week’s Motley Fool Money radio show starts now.

Everybody needs money. That’s why they call it money. From Fool Global headquarters, this is Motley Fool Money.

Dylan Lewis: It’s the Motley Fool Money Radio Show. I’m Dylan Lewis. Joining me over the Airwaves Motley Fool senior analyst Jason Moser and Emily Flippen. Fools, great to have you both here. This week, we’ve got the rundown on how one of the leaders in AI is prioritizing projects, all eyes on NVIDIA’s earnings and a look at retail, and that is where we are going to pick things up. Red in the chart this week for Big Red, Jason. Shares of Target down 20% after the company reported third quarter results. What’d you see?

Jason Moser: Well, that was a big move for sure, particularly for a company like Target, obviously a large retailer in the space. It’s challenging time for consumers and clearly a challenging time for some retailers. We’ve certainly seen in regard to Target, we saw a two percent decline in average ticket there. People are going to the store, but they are spending less. For me, that really goes back to something Brian Cornell was talking about in a call there, where consumers just continue to spend very cautiously, most notably in discretionary categories. That’s a problem for Target, because if we compare something like a Target to a Walmart, they’re very similar, but they are a little bit different.

I think Target doesn’t necessarily benefit from the groceries side of things like a Walmart would. So when we hear about headwinds in discretionary categories, that’s going to be a really big problem for Target. The other thing that they really suffered from, you remember we’ve been talking about the dock workers strike over the last several…