Original Broadcast: Motley Fool Show
Matt Frankel, Tyler Crowe, and Jon Quast discuss Unity Software's strong progress toward a turnaround, cancelled flights expected at forty airports, and stocks on our radar. Companies discussed: U, PINS, RCL, WM, AGM. Host - Matt Frankel; Guests - Tyler Crowe, Jon Quast.
Guests: Tyler Crowe,Jon Quast
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Original Broadcast: Motley Fool Show
2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far, the market has responded well to these announcements. Except today when Meta announced the most ambitious AI capital spending plan of the Magnificent 7 companies and the market blinked. Tyler Crowe, Matt Frankel, and Jon Quast discuss Meta’s ambitious spending plan sending the stock down, Microsoft’s and Alphabet’s earnings and outlook getting mixed reviews, one year without Brian Niccol at Chipotle, and one year with Brian Niccol at Starbucks. Companies discussed: META, GOOG, MSFT, CMG, SBUX, AMZN. Host - Tyler Crowe; Guests - Matt Frankel, Jon Quast
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
Microsoft has agreed to a deal that will allow OpenAI to become a for-profit company, likely paving the way for an IPO. The tech giant’s stake will be worth $135 billion and comes with another $250 billion in cloud computing revenue. We also discuss recent jobs news and the future of AI in transportation and medicine. Travis Hoium, Lou Whitemand, and Rachel Warren discuss Microsoft’s $135 billion OpenAI stake, rolling lay-offs in Corporate America, and NVIDIA’s deals in robotics, aviation, and medicine. Companies discussed: Microsoft (MSFT), Amazon (AMZN), Target (TGT), NVIDIA (NVDA), UPS (UPS). Host - Travis Hoium; Guests - Lou Whitemand, Rachel Warren
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
We discuss how cloud outages may impact stocks beyond Amazon. Plus, GM’s great results may show how weak EV sales will be in the U.S. and how Co-CEO roles have become so popular in tech. Travis Hoium, Lou Whiteman, and Jason Hall discuss cloud outages, GM’s results and the EV future, the rise of the co-CEO, and Apple’s iPhone growth. Companies discussed: Apple (AAPL), Amazon (AMZN), Alphabet (GOOG, GOOGL), General Motors (GM), Tesla (TSLA), NVIDIA (NVDA), General Electric (GE), Walmart (WMT), Meta (META), Netflix (NFLX). Host - Travis Hoium; Guests - Lou Whiteman, Jason Hall
Guests: Lou Whiteman,Jason Hall
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Original Broadcast: Motley Fool Show
In our second quarterly call, Motley Fool CEO and co-founder Tom Gardner talked about the current market and what to do about it. Tom also shared five investment ideas. For today's Motley Fool Money episode, we're sharing the audio version of that Quarterly Call. First, where are we now? Then, what to do about it? Finally, five investment ideas. Guest - Tom Gardner
Guests: Tom Gardner
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Original Broadcast: Motley Fool Show
Stocks with a high short interest have outperformed the market over the past five years, but is this meme-trading or a new trend in long-term investing? Plus, the crew talks about Taiwan Semiconductor’s earnings, Google’s medical AI, and the 'cockroaches' that could be hiding in the market. Travis Hoium, Lou Whiteman, and Dan Caplinger discuss how highly-shorted stocks and memes have outperformed the market, TSMC and ASML’s earnings, hidden leverage in the market, and Google’s new medical AI. Companies discussed: Taiwan Semiconductor (TSM), ASML (ASML), AMC (AMC), Gamestop (GME), Bitcoin (BTC), Alphabet (GOOG), Palantir (PLTR), Coinbase (COIN), NVIDIA (NVDA), AMD (AMD), Joby (JOBY), Delta (DAL). Host - Travis Hoium; Guests - Lou Whiteman, Dan Caplinger
Guests: Lou Whiteman,Dan Caplinger
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Original Broadcast: Motley Fool Show
Long-time analysts Emily Flippen, Jeff Santoro, and Jason Hall dive into bank earnings, Robinhood’s meteoric rise, and take a look at how alcohol consumption has changed the landscape for vice investments. Companies discussed: JPM, GS, WFC, HOOD, STZ, SAM. Host - Emily Flippen; Guests - Jason Hall, Jeff Santoro
Guests: Jason Hall,Jeff Santoro
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Original Broadcast: This is Money
AI hype is still driving share prices higher but there are a growing number of voices warning of a stock market bubble that might soon burst. The Bank of England added its name to the list of those raising concerns this week, as its Financial Policy Committee drew comparisons with the ‘dotcom’ boom 25 years ago that soon turned to bust. The red flags include a number of high profile, huge money deals involving OpenAI, with Oracle, Nvidia and now AMD, along with a massive data centre infrastructure splurge and questions over the robustness of credit markets. But why has AI gone from great investment hope to potential market super villain in a short space of time? What on earth is going on with U.S. tech giants' 'I give you money, you buy my stuff' deals? And are there genuine parallels to be drawn with the dotcom boom, or the months before the credit crunch? Georgie Frost, Angharad Carrick and Simon Lambert, look at why people are worried about an AI bubble popping and what investors can do to protect themselves. Plus, could you claim some money back from the car finance compensation that the FCA announced this week? Could we really scrap stamp duty — and would that be a good idea? And why did some households manage to pay nothing for their electricity last week?
Guests: Angharad Carrick
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Original Broadcast: Motley Fool Show
What can we learn about investing in 1999 or 2007 that can be applied today? While history doesn’t repeat, it often rhymes and we discuss what we wish we would have known 25 years ago and how we’re applying that today. Travis Hoium, Jon Quast, and Jason Moser discuss how 2025 compares to 1999 and 2007, what we wish we knew, energy’s role in AI, and how well do you know investing history? Companies discussed: Alphabet (GOOG), NVIDIA (NVDA), Waste Management (WM), Rubrik (RBRK). Host - Travis Hoium; Guests - Jon Quast, Jason Moser
Guests: Jon Quast,Jason Moser
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Original Broadcast: Motley Fool Show
As Prime Day kicks off, we’re asking the big questions. Emily Flippen is joined by Jason Hall and Dan Caplinger to tackle three timely stories: whether 2025’s tariff push is actually “working” (and who’s really paying), how a U.S. sale of TikTok could reshape social commerce just as Amazon’s big event feels less special, and what the September 30th expiration of federal EV tax credits means for demand at Tesla, BYD, Ford, and beyond. Plus, a lightning round of stocks positioned to benefit from these trends. Companies discussed: AMZN, PDD, TSLA, BYDDY, F, SYM. Host: Emily Flippen; Guests -Jason Hall, Dan Caplinger
Guests: Jason Hall,Dan Caplinger
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