Original Broadcast: Motley Fool Show
Elon Musk has sued Apple over its App Store practices, but the bigger news may be Apple considering acquiring some major AI startups. We also cover the government’s interest in taking equity stakes in defense companies and Fox’s weak hand as it looks for higher cable fees. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Elon Musk suing Apple, Apple’s AI future with Siri and potential acquisitions, the government’s Intel stake and (potential) defence deals, and Fox vs YouTube TV. Companies discussed: Alphabet (GOOG), Apple (AAPL), Intel (INTC), Fox (FOX). Host - Travis Hoium; Guests - Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
Lower interest rates are more than a macro headline — for some businesses, what the Federal Reserve decides to do plays an integral role for both management and investors. Analysts Emily Flippen, Jason Hall, and David Meier debate the stocks most likely to be impacted after Federal Reserve Chair Jerome Powell’s speech at Jackson Hole. Companies discussed: WD, RKT, GRBK, O, PYPL, ABNB, PAYC, TSLA; Host - Emily Flippen; Guests -Jason Hall, David Meier.
Guests: Jason Hall,David Meier
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Original Broadcast: Motley Fool Show
The retail earnings flood hit this week and it told us a lot about consumer spending, plus the market is once again buying into meme stocks and SPACs. Is this time different? Travis Hoium, Jon Quast, and Matt Frankel discuss retail earnings and takeaways for investors, Opendoor’s pop, the return of SPACs, and Meta’s new AI strategy. Companies discussed: Meta Platforms (META), Alphabet (GOOG), Dollar General (DG), NXP Semiconductor (NXPI), Walmart (WMT), Target (TGT), Home Depot (HD), Lowe’s (LOW), TJ Maxx (TJX), Costco (COST), On Holding (ONON), Nike (NKE). Host - Travis Hoium; Guests - Jon Quast, Matt Frankel.
Guests: Jon Quast,Matt Frankel
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Original Broadcast: Motley Fool Show
Market chatter about the frothiness of the AI market seems to be picking up and has hit a fever pitch with Open AI CEO Sam Altman claiming that he too sees a bubble forming. That, and earnings from retailers looking at new leadership or acquisitions to right their respective ships. Tyler Crowe, Lou Whiteman, and Rachel Warren discuss Open AI CEO Sam Altman’s comments about AI bubbles, Target and Estee Lauder under new leadership, and Home Depot and Loew’s in a race to own the building products space. Companies discussed: PLTR, CRWV, TGT, EL, HD, LOW, QXO, MSFT, AMZN, ELF, LRLCY, GOOG, GOOGL. Host - Tyler Crowe; Guests - Lou Whiteman, Rachel Warren
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
Warren Buffett bought $1.6 billion of United Health stock in Q2, inflation may be ticking higher after all, and play “Ohh, No! or Let’s Go!!” Travis Hoium, Lou Whiteman, and Rick Munarriz discuss inflation is a boogeyman again, UFC gets a $7.7 billion deal with Paramount, Buffett makes a big buy, and stocks on our radar. Companies discussed: Lululemon (LULU), TKO Group (TKO), Rigetti Computing (RGTI), Eli Lilly (LLY), Reddit (RDDT), Celsius (CELH), Crocs (CROX), Alphabet (GOOG), NVIDIA (NVDA), United Health (UNH). Host - Travis Hoium; Guests - Lou Whiteman, Rick Munarriz
Guests: Lou Whiteman,Rick Munarriz
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Original Broadcast: Motley Fool Show
There are some stunningly large data points pulling the market in different directions between cash on the sidelines and market valuations. These numbers can be a little paralyzing for investors without context and sifting through the signal versus the noise. Plus, space investing is having its week in the sun and wrapping up second quarter earnings. Matt Frankel, Jon Quast, and Tyler Crowe discuss the massive cash pile sitting on the sidelines, how they invest when broader signals say the market’s overvalued, the fast changing landscape in the space indsury, an second quarter earnings surprises from Dlocal, Circle Internet Group, and Sea Limited. Companies discussed: BAC, BA, LMT, RKLB, FLY, NOC, DLO, CRCL, SE. Host - Tyler Crowe; Guests - Matt Frankel, Jon Quast
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
Autonomous vehicles hit an inflection point, GPT-5 is here, and The Trade Desk drops 38%, plus the stocks on our radar. Companies discussed:.Alphabet (GOOG), Microsoft (MSFT), The Trade Desk (TTD), Hims & Hers (HIMS), Crocs (CROX), Shift4 (FOUR), Palantir (PTLR), Axon (AXON), Figma (FIG), Reddit (RDDT), Universal Display (OLED), Montrols Environmental (MEG). Host - Travis Hoium; Guests - Lou Whiteman, Jon Quast
Guests: Lou Whiteman,Jon Quast
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Original Broadcast: Motley Fool Show
Matt Frankel, Tyler Crowe, and Jon Quast discuss AppLovin's strong second quarter, why Airbnb fell on strong earnings, retail real estate's surprising strength, and what we're watching for next week. Companies discussed: APP, ABNB, SPG, SKT, O, ZG. Host - Matt Frankel; Guests - Tyler Crowe, Jonathan Wilder
Guests: Tyler Crowe,Jonathan Wilder
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Original Broadcast: Motley Fool Show
The Fed’s Inflation Conundrum & an AI Billionaire Battle RoyaleThe Fed kept rates flat this week, Apple and Amazon reported earnings, and we have the biggest names in AI battle it out for supremacy.Travis Hoium, Lou Whiteman and Jason Moser discuss:- The Fed’s decision to hold rates steady- Apple and Amazon earnings- AI billionaire battle royale- Stocks on our radar & Companies discussed: Alphabet (GOOG, GOOGL), Apple (AAPL), Alphabet (GOOG, GOOGL), Cloudflare (NET), PayPal (PYPL), Microsoft (MSFT).Host: Travis HoiumGuests: Lou Whiteman, Jason Moser
Guests: Lou Whiteman,Jason Moser
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Original Broadcast: Motley Fool Show
The Federal Reserve holds rates steady for now, but an ever-evolving trade and tariff picture raises questions about for how long. Also, Meta Platforms and Microsoft earnings suggest no slowdown in AI spending. Lou Whiteman, Rachel Warren, and Jon Quast discuss the Federal Reserve’s decision to keep rates steady, a shift in smartphone production, Microsoft and Meta Platforms commit to continued elevated capex spending and who will be the next $4 trillion company? Companies discussed: Meta Platforms (META), Apple (AAPL), Microsoft (MSFT), Nvidia (NVDA) Host Rachel Warren;;Guests - Lou Whiteman, Jon Quast
Guests: Lou Whiteman,Jon Quast
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