
The Exchange Jackson Hole Kicks Off, Nvidia’s Blowout Quarter, and Splunk Makes a Splash 8/24/23
Aug 24, 2023
Get the latest headlines from Jackson Hole and insights into Nvidia's blowout quarter. The CEO of Splunk joins us exclusively to discuss the quarter and AI's impact on the cloud business.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Factors Contributing to Recent Decrease in Inflation
03:59 • 12min
Tech stock valuations, noncyclical investment opportunities, inflation concerns, and diner opinions
15:53 • 5min
Financial Struggles and the Impact of Higher Interest Rates
21:21 • 6min
Nvidia's Performance and Bullbear Debate
27:00 • 18min
NVIDIA's Revenue Growth and the Demand for AI Capabilities
44:32 • 2min
