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

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