Original Broadcast: Motley Fool Show
There’s no question artificial intelligence is the next big paradigm shift in technology, but how that shift plays out could determine how investors can make money. We discuss what we can learn from the PC era, the internet boom and bust, and the mobile phone era in technology. Plus, we discuss our hidden gems and stocks on our radar. Travis Hoium, Andy Cross, and Lou Whitman discuss lessons from the '80s, dotcom infrastrucuture, internet disruptors, how AI plays out, hidden gems and stocks on our radar. Companies discussed: Delta (DAL), Primo Brands (PRMB), Aritzia (ATZ), NVIDIA (NVDA), Apple (AAPL), TSMC (TSM), Intuit (INTU). Host — Travis Hoium; Guests — Andy Cross, Lou Whiteman
Guests: Andy Cross,Lou Whiteman
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Original Broadcast: Motley Fool Show
Oil rose sharply early on Wednesday and the market didn’t like what it saw. But oil may not be the big driver of stocks that it was a few months ago and the pullback may simply be a healthy breather for hot stocks. Plus, we discuss some new EVs hitting the market and how satellites could disrupt telecom. Travis Hoium, Lou Whiteman, and Rachel Warren discuss oil is up again — market breather? Can a cheap EV win? Why Americans buy big ... is AMT’s debt a problem? And will satellites disrupt telecom? Companies discussed: American Tower (AMT), Verizon (VZ), AT&T (T), General Motors (GM), Ford (F), Stellantis (STLA), Micron (MU), Sandisk (SDSK). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
Q2 2026 was the best year on Wall Street since 2020 and AI led the way. But the gains weren’t evenly distributed and we discuss what’s sustainable and what’s not in the market. Plus, we discuss Meta becoming a neocloud and look back on the U.S. stocks that defined the past four decades. Travis Hoium, Lou Whiteman, and Jason Moser discuss record Q2 performance, how AI ruled the day, and Meta — the Neocloud? Also, what happened to compute constraint? Plus, a history of U.S. stocks and stocks on our radar. Companies discussed: Meta Platforms (META), Netflix (NFLX), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG, GOOGL), Walmart (WMT), Home Depot (HD), Microsoft (MSFT), Cisco (CSCO), Dell (DELL), GE (GE), Columbia Banking (COLB), Axon (AXON). Host — Travis Hoium; Guests — Lou Whiteman, Jason Moser.
Guests: Lou Whiteman,Jason Moser
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Original Broadcast: Motley Fool Show
Have you noticed that more and more companies are finding the Chinese market is a headwind for companies? You’re not alone. Automotive companies, clothing retailers, beauty products, and many more are either losing market share or seeing sales decline. Jon, Matt, and Tyler break down why the Chinese market has been such a challenge for so many companies, who could be the next company to experience this, and how investors can navigate this trend. Plus, the unconventional winners & losers of the S&P 500 and listener questions. Tyler Crowe, Matt Frankel, and Jon Quast discuss S&P 500’s (volatile) winners and losers in 2026 so far — the unexpected winners and losers; the changing Chinese market; and could Apple and memory be the next China market victims? Companies discussed: CASY, TSCO, GLW, FICO, NKE, LVMH, AAPL, SBUX, DECK, CAT, MSFT. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
Memory prices have skyrocketed because of AI demand and that’s not extending into the consumer market after Apple raised prices on nearly all of its products. We discuss why memory is up and how Silicon Valley made itself a villain in the age of AI. Plus, we go through what technologies may be disruptive and stocks on our radar. Travis Hoium, Jon Quast, and Lou Whiteman discuss AI, The Villian; why memory costs Hit Apple; who says “enough”? Is there rationality in tech? Disruptive or sustaining innovation. Plus, stocks on our radar. Companies discussed: Tractor Supply (TSCO), Lockheed Martin (LMT), Apple (AAPL), Micron (MU), NVIDIA (NVDA). Host — Travis Hoium; Guests — Jon Quast, Lou Whiteman.
Guests: Jon Quast,Lou Whiteman
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Original Broadcast: Motley Fool Show
Every time you listen to an earnings call, you're scanning for signs that a company knows where it's going. But what if the most confident-sounding language is actually the biggest red flag? Motley Fool analyst Rachel Warren sits down with Phil Le-Brun, former international CIO of McDonald's, and Dr. Jana Werner, executive advisor at AWS — co-authors of 'The Octopus Organization' — to unpack why 70% to 90% of corporate transformations never deliver what they promised, what they call watermelon reporting — green on the outside, red on the inside — and the words that reveal whether a company is truly built for the future, or just really good at sounding like one. Host — Rachel Warren; Guests — Dr. Jana Werner and Phil Le-Brun.
Guests: Dr. Jana Werner,Phil Le-Brun
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Original Broadcast: Motley Fool Show
Are layoffs starting to backfire in Silicon Valley? As Robinhood and Rivian announce job cuts, employees at Meta Platforms are starting to revolt against job cuts and reassignments into jobs they didn’t sign up for. Plus, we discuss Fox buying Roku, SpaceX’s $60 billion acquisition, and play the World Cup of Investing. Travis Hoium, Lou Whiteman, and Emily Flippen discuss Robinhood and Rivian layoffs, and are layoffs backfiring? Also, Fox buys Roku, but why? Plus, SpaceX buys Cursor, the World Cup of Investing, and stocks on our radar. Companies discussed: Petrobras (PBR), Mercado Libre (MELI), ASML (ASML), Spotify (SPOT), Samsung, Tencent (TCEHY), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Life Time Holdings (LTH), Rivian (RIVN), Meta Platforms (META), Robinhood (HOOD), Roku (ROKU), Fox (FOXA), SpaceX (SPCX). Host — Travis Hoium; Guests — Lou Whiteman and Emily Flippen.
Guests: Lou Whiteman,Emily Flippen
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Original Broadcast: Motley Fool Show
Every time you buy a stock, you tell yourself a story about why it's going to work. But what if that story is the most dangerous thing in your portfolio? And what if the same behavioural blind spots that trip up individual investors are also quietly undermining the companies you're betting on? Motley Fool analyst Rachel Warren talks with Harvard-trained behavioural scientist Julia Dhar, author of 'How Change Really Works', about why 60 to 75 percent of corporate transformations fail, how to spot false alignment in a leadership team, and the simple framework that separates companies worth owning from ones that just sound good on an earnings call. Host — Rachel Warren; Guest — Julia Dhar.
Guests: Julia Dhar
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SpaceX is officially public and we explain not only why that matters, but also how it may benefit companies like Alphabet long-term. We also explore what’s wrong at Adobe, why Apple has become boring, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jon Quast discuss SpaceX IPO, and who Will Sell SpaceX Stock? What’s wrong at Adobe? Is Apple all right? And, stocks on our radar. Companies discussed: SpaceX (SPCX), Microsoft (MSFT), Alphabet (GOOG), FormFactor (FORM), Casey’s General Stores (CASY), Target (TGT), Walmart (WMT), Microsoft (MSFT), Adobe (ADBE), Intuit (INTU), Tesla (TSLA). Host — Travis Hoium; Guests — Lou Whiteman, Jon Quast.
Guests: Lou Whiteman,Jon Quast
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Original Broadcast: Motley Fool Show
Five years ago, electric vehicles were the talk of the market. But in the U.S., sales of electric vehicles are falling and competition is heating up. With that backdrop, Rivian has introduced the R2 and investors still think this will be a game-changer for the company. We discuss the vehicle and company’s prospects, whether autonomy will be a tailwind, and get to hidden gems on our watchlist in this episode. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Rivian’s R2 launch, the decline of EVs in the U.S., and will autonomy be a value add for EV companies? Also, hidden gems in the EV market. Companies discussed: Rivian (RIVN), Tesla (TSLA), Quantumscape (QS), General Motors (GM), Lucid (LCID), Uber (UBER), NXP Semiconductors (NXPI). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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