About this episode
The episode discusses the earnings week for various companies, focusing on Nvidia and the retail sector's performance.
The Cashflow Memo Earnings Week Is a Split Screen — Nvidia, the Big-Box Gauntlet, and the Retail Read-Across The AI trade and the tariff trade get tested on the same three days. By Friday, the market knows which side delivered. The Telltales Weekend Update. Ava Cabot and analyst Marcus Graham walk through what happened this week — and what’s coming next — across the 86 companies in the Cash Flow Memo. About 13 minutes. No filler. Download the memo at telltales.us . Hunt, Jason, and Mike are back Wednesday on episode E2621. Chapter markers * Time | Segment * 0:00 | Opening disclaimer * 0:15 | Cold open & this week’s split screen * 0:45 | Theme — The Big-Box Gauntlet (HD, LOW, TGT, WMT) * 4:45 | Deep dive — Nvidia going into Q1 FY27 * 8:45 | Rapid-fire — EQT, UnitedHealth, Microsoft * 11:45 | Close & Consensus Watch * 12:30 | Closing disclaimer Full transcript Opening disclaimer Ava: The following conversation is intended for informational purposes only. You should always do your own work to determine if an investment is suitable for you. Cold open Ava: You’re listening to the Telltales Weekend Update. I’m Ava Cabot. Marcus: And I’m Marcus Graham — the cashflow desk. Ava: Quick…
People in this episode
Hosts: Ava Cabot, Marcus Graham
Topics covered
- Earnings Week
- Market Analysis
- AI Trade
- Retail Sector
- Nvidia
- Investment Insights
Keywords
- Earnings
- Nvidia
- Retail
- AI Trade
- Market Analysis
- Cash Flow Memo
- Investment
Mentioned in this episode
Organizations: Nvidia, EQT, UnitedHealth, Microsoft, Top Mark Capital, Cash Flow Memo, Telltales, tellTales.us
Places: Big-Box
More episodes of Telltales
- Data Centers in Space: How SpaceX Justifies $2 Trillion · June 10, 2026 · 28 min
- Weekend Update - W2623 · June 6, 2026 · 12 min
- The Greatest Insurance Business Ever Built, and Why It's Bankrupting Us · June 3, 2026 · 36 min
- Weekend Update - W2622 · May 30, 2026 · 10 min
- How Do You Get to $2 Trillion? · May 27, 2026 · 34 min
- Weekend Update - W2621 · May 23, 2026 · 13 min
Explore listener stats, chart rankings, contacts and more on the Telltales podcast page.