Original Broadcast: Motley Fool Show
The biggest IPOs ever are coming and investors are (understandably) excited. But historically this is a time caution is needed and we discuss why these deals in particular may need some seasoning. We also discuss the advances in autonomy and where there’s opportunities to invest in businesses without speculating. Travis Hoium, Lou Whiteman, and Jason Moser discuss last week's market crash, IPO season, Autonomy being here, and who is making irresponsible predictions? Also, stocks on our radar. Companies discussed: SpaceX, Uber (UBER), Quantinuum (QNT), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Tesla (TSLA), WeRide (WRD), Shopify (SHOP), Merlin (MRLN). Host — Travis Hoium; Guests — Lou Whiteman, Jason Moser.
Guests: Lou Whiteman,Jason Moser
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Original Broadcast: Motley Fool Show
Alphabet is raising over $80 billion to help its AI buildout, assisted by Berkshire Hathaway. We discuss what that says about the 'Return on Investment' of AI today and how balance sheets play into the equation. Then we discuss the AI supplier hype and why Bitcoin might have a tough year ahead. Travis Hoium, Lou Whiteman, and Tyler Crowe discuss Alphabet’s $80 billion flex, AI supplier whack a mole, and Bitcoin’s Michael Saylor problem. Companies discussed: Alphabet (GOOG, GOOGL), Berkshire Hathaway (BRKA, BRKB), Micron (MU), Amazon (AMZN), Microsoft (MSFT), Bitcoin (BTC), Strategy (MSTR), Dell (DELL), Hewlett Packard Enterprise (HPE). Host — Travis Hoium; Guests — Lou Whiteman, Tyler Crowe.
Guests: Lou Whiteman,Tyler Crowe
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Original Broadcast: Motley Fool Show
Money continues to pour into AI companies like Anthropic, who announced a $65 billion fundraising round this week. But companies are starting to scrutinize their AI investments, which may not be paying off as hoped. Plus, we consider some of our lessons of a lifetime investing and the stocks on our radar. Travis Hoium, Lou Whiteman, and Emily Flippen discuss Anthropic’s $65 billion raise, corporate America’s ROI on AI, and — what do consumers want? Plus, our favorite investing quotes and books, and stocks on our radar. Companies discussed: FedEx (FDX), FedEx Freight (FDXF), Astronics (ATRO), Transmedics (TMDX), Alphabet (GOOG, GOOGL), Amazon (AMZN). Host — Travis Hoium; Guests — Lou Whiteman, Emily Flippen.
Guests: Lou Whiteman,Emily Flippen
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Original Broadcast: Motley Fool Show
Micron has had a turnaround for the ages, going from a free cash flow negative company to a $1 trillion valuation in a little over a year. What does it tell us about the AI buildout? Plus, we get to Eli Lilly’s incredible trial results, acquisition spree, and growth plans before ending with Zscaler’s earnings and why the stock fell 30% in one day last week. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Micron’s trip to $1 trillion, Eli Lilly’s Winning Streak, and Zscaler earnings. Companies discussed: Micron (MU), Eli Lilly (LLY), Zscaler (ZS). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
Stop the presses (or the recording, I guess)! SpaceX has filed its S-1 in anticipation of an IPO. The team digs into the details of the IPO prospectus and looks for some of the things that stand out in this monumental, possibly $2 trillion, public offering. Tyler Crowe, Matt Frankel, and Jon Quast discuss Starlink’s profitability, the space launch businesses (sort of) profitability, and the unbelievably large market estimates. Is SpaceX actually just an AI company? Can investors benefit from this corporate structure? Plus, the leap of faith that is the valuation. Companies discussed: SPCX, AMZN, MSFT, META, VOYG. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
Google I/O revealed a lot about Google’s future in artificial intelligence. Not only did the company release a new model but also an updated search and launched new AI glasses. We discuss what we learned, whether this is a real normie moment for AI, and what the impacts will be outside of Alphabet. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Google I/O — is this AI for normies? Plus, Downstream impacts for investors. Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA). Host — Travis Hoium. Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
A look back on what we learned from earnings season, what is hot (and what is not) in the market, and a debate over whether or not inflation can halt the rally. Travis Hoium, Jason Moser, and Lou Whiteman discuss what worked (and what didn’t work) this earnings season, what’s wrong with restaurant and apparel stocks, and — should inflation talk worry investors? Plus, the stocks on our radar. Companies discussed:. CBRS, NKE, CHRW, SBUX, DRI, CAVA, DECK, ONON, ISRG, GEH. Host — Travis Hoium; Guests — Jason Moser, Lou Whiteman.
Guests: Jason Moser,Lou Whiteman
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Original Broadcast: Motley Fool Show
If you’re making a list of the companies delivering better-than-expected earnings results this quarter, then add Cisco and Lumentum to the list. Spending on data centres and other AI infrastructure is leading both companies to soaring heights, and their valuations reflect Wall Street’s optimism. Tyler, Matt, and Jon break down the most recent earnings results from these two AI equipment suppliers and whether they look like solid investments today. Tyler Crowe, Matt Frankel, and Jon Quast discuss Cisco’s blowout earnings, what to do when a cyclical company has a new catalyst, Lumentem’s even more impressive earnings, and — can a company with such a high valuation be worth it? Also, from the Motley Fool mailbag: What are some non-AI stock ideas for portfolio diversification? Companies discussed: CSCO, NVDA, META, LITE, ANET, CWST, DECK, TREX, BRK.B, DIS. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
Elon Musk’s EV and rocket empire may be expanding into chips if recent plans to spend up to $119 billion in new chip fab facilities become reality. We discuss the implications for the industry and Musk’s companies, plus update on SaaS (Software as a Service) stocks, and what technologies have staying power for the next decade. Travis Hoium, Dan Caplinger, and Tim Beyers discuss Musk’s chip dreams, SaaS recovery, which technologies will survive the next decade, and stocks on our radar. Companies discussed: Tesla (TSLA), DataDog (DDOG), Sportsradar (SRAD), MercadoLibre (MELI), DigitalOcean (DOCN), Taiwan Semiconductor (TSM), Intel (INTC), AMD (AMD), NVIDIA (NVDA). Host — Travis Hoium; Guests — Dan Caplinger, Tim Beyers.
Guests: Dan Caplinger,Tim Beyers
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Original Broadcast: Motley Fool Show
Uber has been in the middle of the autonomy debate and recently added hotels to the mix, so we’re wondering if they can be the “everything” app built around transportation? First quarter results indicated they have the momentum to do it. We also look at results from Disney and Novo Nordisk, which had investors cheering today. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Uber’s Q1 2026 results, whether Uber can make an “everything” app, Disney’s momentum and challenges, and Novo Nordisk’s GLP-1 conundrum. Companies discussed: Uber (UBER), Expedia (EXPE), Disney (DIS), Novo Nordisk (NOVO). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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