Original Broadcast: Motley Fool Show
Apple is making a new push into smart homes, but will consumers pay premium prices for products they can already get elsewhere? ASML’s latest earnings highlight booming AI chip demand and the limitations of its manufacturing capacity. Meanwhile, luxury giants like LVMH, Hermès, and Estée Lauder are seeing their stocks plunge as Chinese demand weakens and aspirational shoppers pull back. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Apple’s Smart Home push, the Premium Pricing problem, ASML’s Semiconductor Monopoly, AI demand and valuations, China’s luxury slowdown and luxury stocks on sale. Companies discussed: Apple (AAPL), Amazon (AMZN), Alphabet (GOOGL), Schneider Electric (SU.PA), LG Electronics (066570.KS), ASML (ASML), Nvidia (NVDA), Estée Lauder (EL), Hermès (RMS.PA), LVMH (MC.PA), Kering (KER.PA), Burberry (BRBY.L). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
Published:
Original Broadcast: Motley Fool Show
Out of 1,600 businesses analyzed, not a single one was overpriced. That's just one of the uncomfortable truths Codie Sanchez has uncovered from the inside. Motley Fool analyst Rachel Warren talks with Codie Sanchez — former Wall Street investor, New York Times bestselling author, and founder of Contrarian Thinking — about the private equity frameworks she's now deploying for everyday small business owners. They get into why most founders have accidentally built a job rather than a business, what the $650 billion wave of PE capital moving into Main Street means for owners who are unprepared for acquisition, and the five tools any business owner can implement immediately to start running their company the way private equity actually does. Host — Rachel Warren; Guest — Codie Sanchez.
Guests: Codie Sanchez
Published:
Original Broadcast: Motley Fool Show
Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks down Google’s multibillion-dollar nuclear power deal with Constellation Energy and the enormous energy demands coming from data centers. Finally, they discuss Apple’s latest push into the smart home and whether doorbells, cameras, and a new home hub can move the needle. They discuss AI bubble risks, investing beyond AI, Google’s nuclear deal, nuclear power constraints, Apple’s smart home, and LG’s end game. Companies discussed: Micron Technology (MU), Alphabet (GOOGL), Constellation Energy (CEG), Microsoft (MSFT), Apple (AAPL), LG Electronics (066570.KS), Amazon (AMZN), ADT (ADT). Host — Travis Hoium; Guests — Lou Whiteman, Jon Quast
Guests: Lou Whiteman,Jon Quast
Published:
Original Broadcast: Motley Fool Show
Paramount and Warner Bros. Discovery have officially joined forces in a $110 billion deal, creating a streaming heavyweight with more than 200 million subscribers — and $80 billion in debt. Travis Hoium, Lou Whiteman, and Matt Frankel break down whether the combined company can compete with Netflix, Disney, and YouTube, and why debt could define its future. They also look at potential winners like movie theaters and live sports, while debating whether Peacock needs a partner or buyer. Plus, Lou pitches a radical Disney-Netflix combination. Travis Hoium, Lou Whiteman, and Matt Frankel discuss Paramount-Warner Bros. deal, bundling Paramount+ and HBO Max, biggest winners, future of streaming sports, Peacock’s tough spot, and how Disney/Netflix Win. Companies discussed: Skydance (SKYD), Netflix (NFLX), Walt Disney (DIS), Alphabet (GOOGL, GOOG), TKO Group Holdings (TKO), Apple (AAPL), AT&T (T), Comcast (CMCSA). Host — Travis Hoium; Guests — Lou Whiteman, Matt Frankel
Guests: Lou Whiteman,Matt Frankel
Published:
Original Broadcast: Motley Fool Show
We discuss what we’ve learned about the economy and markets through the first three quarters of 2026. Then we turn to Nike’s latest quarter (which was terrible), Netflix’s growth concerns, and we play “Over/Under”. As always, we end with the stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Hall discuss what we learned thru' Q3, consumer health, is Nike toast?, over/under, Netflix growth, and stocks on our radar. Companies discussed: Nike (NKE), Netlfix (NFLX), Meta Platforms (META), Alphabet (GOOG, GOOGL), Accenture (ACN), CareTrust REIT (CTRE). Host — Travis Hoium; Guests — Lou Whiteman, Jason Hall.
Guests: Lou Whiteman,Jason Hall
Published:
Original Broadcast: Motley Fool Show
Sure, when NVIDIA announced that its board of directors had approved the largest share repurchase authorisation in the market’s history, it was going to make some headlines. But does that number really matter to a $5 trillion company? Lou, Rachel, and Tyler argue that NVDIA’s buyback may have been a little light! Plus, navigating the new reality of the defence & security industry and the mailbag. Tyler Crowe, Lou Whiteman, and Rachel Warren discuss NVIDIA’s $150 billion buy-back plan, the case for a $500 billion buy-back, NVIDIA’s AI safety plan and what the market doesn’t like, what to make of all these new defence companies, and thoughts on Klarna. Companies discussed: NVDA, GOOGL, META, AMZN, BEAG, RKLB, KLAR. Host — Tyler Crowe; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
Published:
Original Broadcast: Motley Fool Show
Meta had a big week as Muse continues to be the hottest product in AI and Meta Connect introduced new glasses, a VR headset, and a charm all powered by Muse. But is this another AI flash in the pan or a fundamental change in how we use technology? Plus, we discuss Oracle’s data centre problem, the best tech hardware of 2026, and TPUs in space. Travis Hoium, Lou Whiteman, and Emily Flippen discuss Meta’s New Hardware, Muse’s Future, Oracle declaring Force Majeure, ranking tech hardware, TPUs in space, and stocks on our radar. Companies discussed: Meta Platforms (META), Alphabet (GOOG), Stitch Fix (SFIX), Royal Caribbean (RCL), Oracle (ORCL). Host — Travis Hoium; Guests — Lou Whiteman, Emily Flippen.
Guests: Lou Whiteman,Emily Flippen
Published:
Original Broadcast: Motley Fool Show
Space — the final (investing) frontier? Space stocks have garnered copious amounts of investor attention as of late, and much of the success of the space economy hinges on a small handful of rocket companies bringing down the cost of launch. That could get much more complicated if SpaceX sunsets its falcon 9 rocket by 2028 as has been announced. Matt, Lou, and Tyler discuss how the industry can respond to such a change and what opportunities or risks is poses. Plus, the rate of dividend cuts is rising, and listener questions. Tyler Crowe, Lou Whiteman, and Matt Frankel discuss SpaceX’s plan to sunset the falcon 9 by 2028, who’s ready to step up in the industry, navigating the minefields of the space industry, look out for dividend cuts, and European AI Infrastructure stocks. Companies discussed: SPCX, RKLB, VOYG, FLY, KRMN, CPB, AMCR, CC, GPMT, ONL, UPS, ASML, SIEGY, SBGSY, PRYMY, CRWV, NBIS. Host — Tyler Crowe; Guests — Lou Whiteman, Matt Frankel.
Guests: Lou Whiteman,Matt Frankel
Published:
Original Broadcast: Motley Fool Show
U.S. consumer data is still strong, but companies are telling us a different story. Sales are down, guidance has been rough, and with oil and interest rates rising what’s the future for the consumer? Plus, we discuss this week’s AI ups and downs and the stocks on our radar. Travis Hoium, Lou Whiteman, and Dan Caplinger discuss — are consumers OK? Also, interest rate takes, AI this week, bargain stocks, end of an era, and stocks on our radar. Companies discussed: Nike (NKE), Lululemon (LULU), Deckers Outdoor (DECK), On Holding (ONON), Lennar (LEN), DR Horton (DHI), Toll Brothers (TOL), Meritage Homes (MTH), Chipotle (CMG), Sweetgreen (SG), Dutch Bros (BROS), Wendy’s (WEN), Wingstop (WING), GM (GM), Ford (F), Ferrari (RACE), Tesla (TSLA), Meta (META), Alphabet (GOOG, GOOGL). Host — Travis Hoium; Guests — Lou Whiteman, Dan Caplinger.
Guests: Lou Whiteman,Dan Caplinger
Published:
Original Broadcast: Motley Fool Show
The U.S. government and governments all over the world have played some active role in the day-to-day decision making at businesses for years. What we haven’t seen, though, is the U.S. government take active equity stakes in businesses and so directly shape the capital allocation decisions. That has changed under the current administration and has profound impacts on how these business work. Matt, Lou, and Tyler break down the consequences of governments shaping business decisions as an equity investor. Plus, earnings from a Hidden Gems favorite and a listener question. Tyler Crowe, Lou Whiteman, and Matt Frankel discuss Forgent Power solutions earnings and outlook, the administration's active role in business deals, and how to deal with volatility. Companies discussed: FPS, ELMT, MP, INTC, BA, EADSY. Host — Tyler Crowe; Guests — Lou Whiteman, Matt Frankel.
Guests: Lou Whiteman,Matt Frankel
Published:
