Nvidia’s been on such a tear, it’s tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is.
(:21) Ron Gross and Bill Mann discuss:
- How Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the market’s returns are being driven by a few companies.
- An luxury-fashion IPO that wasn’t in Italy.
- AI pushing Accenture through a slowdown in its core business and how Darden’s Restaurant chains are holding up as pricing comes into focus for food .
(19:11) Fawn Weaver, CEO of Uncle Nearest, the fastest growing and most awarded whiskey and bourbon brand of the past few years, tells one of the greatest stories in the alcohol business and offers up a cocktail to beat the heat this summer.
(35:20) Ron and Bill break down two stocks on their radar: Old Dominion Freight Line and McCormick.
Stocks discussed: NVDA, MSFT, F, ACN, DRI, MCK, ODFL
Host: Dylan Lewis
Guests: Bill Mann, Ron Gross, Fawn Weaver
Engineers: Dan Boyd, Austin Morgan
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