Original Broadcast: Motley Fool Show
What’s a few hundred billion dollars in capex spending among friends? When it comes to big tech, the numbers have gotten astronomical and there’s both enthusiasm and fear about this much spending, so we try to make sense of what’s going on. Travis Hoium, Lou Whiteman, and Jon Quast discuss big tech’s $650 billion bet on AI, tThis week’s SaaS-pocalypse, playing gold, silver, and bronze, and stocks on our radar. Companies discussed: Amazon (AMZN), Alphabet (GOOG, GOOGL), Microsoft (MSFT), Meta Platforms (META), Coupang (CPNG), Cava (CAVA), Chipotle (CMG), Starbucks (SBUX), Portillo’s (PTLO), Texas Roadhouse (TXRH), Markel (MKL). Host — Travis Hoium; Guests — Lou Whiteman, Jon Quast.
Guests: Lou Whiteman,Jon Quast
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Original Broadcast: Motley Fool Show
Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of the market’s reaction to DeepSeek in 2025 — a Chinese startup that seemed like it could deliver the same AI capabilities with a fraction of the hardware requirements. This “DeepSeek Moment” caused investors to re-think their assumptions, and the rapid rise of enterprise AI tools appears to have investors re-thinking things again. Tyler Crowe, Matt Frankel, and Jon Quast discuss which stocks may be more safe, sudden shifts in the job market, how the economy impacts our investing, and stocks on our radar. Companies discussed: CRWD, TOST, UPS, AMZN, POWL, ZS, GDDY. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
Earnings season is in full swing and we’re here to break down Starbucks and GM, who reported earlier this week. After that, we’ll talk about why silver has skyrocketed in 2026 and what to expect from precious metals in the future. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Starbucks earnings, GM earnings, GM’s autonomy plans and will silver’s run continue? Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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For several years, Tesla has been straddling the fence between an electric vehicle manufacturer and its ambition to pursue autonomous driving and humanoid robots. This most recent quarterly report looks like the sign that the company has picked a side. Plus, the ups and downs of Meta’s and Microsoft’s earnings. Tyler Crowe, Matt Frankel, and Jon Quast discuss Tesla’s earnings, Elon Musk’s announcement that Tesla will discontinue production of the Model S and X, Meta’s massive capital spending plan, Microsoft’s future getting closely tied to OpenAI, and stocks on our radar. Companies discussed: TSLA, META, MSFT, GOOG, LUV, AAON, BMI. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
It only took us a couple of weeks into 2026, but it appears this year is shaping up to be the year that many of the largest private companies finally go public. It could start sooner than expected as SpaceX has hired bankers for a potential IPO this year. SpaceX could be the first of many. Tyler Crowe, Matt Frankel, and Jon Quast discuss Rocket Lab’s test failure, SpaceX’s IPO rumors and who could quickly follow, investing advice when analysing IPOs, and IPOs on our radar. Companies discussed: RKLB, TSLA, EQPT. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
Netflix reported earnings and results were solid, but guidance left investors wanting more. We discuss what we saw and why Netflix went all-cash for its Warner Bros Discovery bid. We also touch on the bond market, which is looming over the market today. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Netflix earnings, Netflix going all-cash for WBD, and bond markets in turmoil. Companies discussed: Netflix (NFLX), Warner Bros Discovery (WBD). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
Matt Frankel, Tyler Crowe, and Jon Quast discuss earnings from six of the largest U.S. banks, the president's proposed cap on credit card interest rates, and stocks on our radar. Companies discussed: JPM, BAC, C, WFC, GS, MS, COF, SOFI, KLAR, FIVE, ASR. Host — Matt Frankel; Guests — Tyler Crowe, Jon Quast.o
Guests: Tyler Crowe,Jon Quast
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Original Broadcast: Motley Fool Show
Data centers are still the headline, but the real pinch points are power and real estate. Emily Flippen is joined by Motley Fool analysts Anders Bylund and Dan Caplinger to map the data center buildout, the risks of “overbuild,” and where investors can look for exposure without paying bubble prices. Companies discussed: MSFT, AMZN, NEE, GOOGL, HPE, AAON, STRL, DLR, FIX, EME, AMT, EQIX, IRM, STN, SBGSY. Host — Emily Flippen; Guests — Dan Caplinger, Anders Bylund.
Guests: Dan Caplinger,Anders Bylund
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Original Broadcast: Motley Fool Show
The stock market was all over the map this week but the biggest news was the U.S. government potential spending $1.5 trillion on defence. Of course, there are strings attached which investors don’t like, but this could be an opportunity long-term. We also touched on Alphabet potentially becoming the most valuable company in the world and what moonshots we’re interested in. Travis Hoium, Jason Moser, and Lou Whiteman discuss the pulse of the market, $1.5 trillion for defence, Alphabet passes Apple and Crowdstrike’s acquisition, Companies discussed: Crowdstrike (CRWD), Alphabet (GOOG, GOOGL), Joby Aviation (JOBY), Archer Aviation (ACHR), AST Spacemobile (ASTS), Rocket Lab (RKLB). Host — Travis Hoium; Guests — Jason Moser, Lou Whiteman.
Guests: Jason Moser,Lou Whiteman
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Original Broadcast: Motley Fool Show
Emily Flippen is joined by Motley Fool analyst Asit Sharma and Head of AI Donato Riccio to break down our 2026 AI Investor Outlook Report and what it means for investors heading into the new year. In particular, we discuss what real investors are doing: 9 in 10 AI investors plan to hold or add to AI stocks; what changes are coming in 2026 — faster, cheaper models, and accelerating adoption; and how to invest without over-indexing your portfolio to a volatile sector. Companies discussed: ALAB, MU, NVDA, AMD, PSTG, MSFT, AMZN, GOOGL. Access the The Motley Fool 2026 AI Investor Outlook Report here: fool.com/research/ai-investor-outlook. Host — Emily Flippen; Guests — Donato Riccio, Asit Sharma.
Guests: Donato Riccio,Asit Sharma
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