Tech Giants Collaborate: Nvidia, Apple, and Eli Lilly Unite for Future Production
In this episode of the Motley Fool Money radio show, host Dylan Lewis and analysts Jason Moser and Matt Argersinger discuss various topics related to the tech industry and selected stocks. Here's a summarized rundown of their discussions:
- Nvidia: Discussions revolve around Nvidia's Q4 FY2025 earnings report, showcasing impressive growth in revenue and Blackwell Architecture adoption. Despite the market's mixed reaction to the earnings, Nvidia's strong position in AI and data centers is still maintained.
- Apple and Eli Lilly: The analysts talk about both companies' plans to expand manufacturing and development in the U.S. Apple aims to invest $500 billion over the next four years, focusing on artificial intelligence, machine learning, and chip capabilities, while Eli Lilly will invest $25 billion to boost supplies of weight loss and diabetes drugs as well as galvanizing new drug development.
- Earnings Updates from Home Depot and Cava: The analysts provide an overview of the financial performance of these companies, with Home Depot showing a 1.3% growth in US comps and EPS slightly decreased due to an extra week of sales in Q4. On the other hand, Cava reported a 21% increase in same-store sales growth for Q4 but disappointing guidance on comps for 2025.
- Axon's Earnings: Jason Moser interviews Axon's President, Josh Isner, providing insights into the company's recent quarterly update, highlighting its robust growth and emphasis on the enterprise and international segments.
- Two Stocks to Watch: Marqeta and EPR Properties are two stocks discussed by the analysts for this week, with Marqeta focused on embedded finance and providing customized payment card services to companies like Block, Uber, and DoorDash. On the other hand, EPR Properties is an experiential REIT that invests in experience-based products like resorts, water parks, fitness centers, and movie theaters.
[1] https://investor.nvidia.com/financial-information/quarterly-results/default.aspx[2] https://www.investorplace.com/2025/03/nvidia-nvda-stock-report-showcases- continued-dominance-in-ai-meets-intense-market-uncertainty/[3] https://markets.businessinsider.com/news/stocks/nvidia-nvda-stock-bear-case-deepfake- outlook-downgraded-at-crucial-point-1031409985[4] https://www.fool.com/investing/2025/03/23/nvidia-earnings-breakdown-for-the-q4-2025-quarter/[5] https://www.reuters.com/business/technology/nvidias-stock-falls-despite-record-revenue-quarterly-results-2025-03-17/
- In the conversation, the analysts discussed Axon's recent earnings update, alluding to the company's robust growth and their focus on enterprise and international segments.
- From their talk, it's clear that Axon, like Apple and Eli Lilly, is actively investing funds for growth, a strategy that seems to be prevalent in the tech industry now.
- The efficiency gains and potential returns from investing in stocks such as Marqeta, with its focus on embedded finance, could be a topic of interest for those seeking innovative investment opportunities in the finance sector.
- Scottsdale, while not explicitly mentioned, could potentially benefit from the planned expansions of tech giants like Apple, given their significant financial investments in the U.S., which could lead to job creations and economic growth in areas like artificial intelligence and chip capabilities.
