Original Broadcast: Motley Fool Show
Investor sentiment has dropped down to extreme fear as the financial headlines increasingly stoke concerns. Many stocks have dropped into bear territory but our analysts are decided to celebrate the 'holiday' and give some of these bears a hug. The team also tackles Berkshire Hathaway's record pile of cash, Elon Musk's $1 trillion payday, and restaurant stocks before wrapping up with stocks on our radar. Jon Quast, Lou Whiteman and Emily Flippen discuss the fear and greed index is showing extreme fear, Berkshire Hathaway is sitting on $382 billion, Tesla approves Elon Musk's performance award that includes important operational milestones, Denny's is being acquired, Papa John's bid is pulled, and Yum! Brands may be looking for a buyer for Pizza Hut and stocks on our radar. Companies discussed: BRK.A, BRK.B, TSLA, EATZ, DPZ, PZZA, YUM, CASY, SBUX, DENN, SG, DASH, AXON, LULU, IT, SMCI, CMG, DUOL, TTD, STN. Host — Jon Quast; Guests - Lou Whiteman, Emily Flippen.
Guests: Lou Whiteman,Emily Flippen
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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: Thought for the Week
General Data Protection Regulation was introduced in 2016, but it's already past its sell-by date. With 56% of UK web browsers choosing to accept all cookies, there's plenty of data available for harvesting by tech businesses, while that and creativity is throughly exploited by AI. Meanwhile, employment opportunities for young people are steadily reducing, while data protection restrictions are cited by government as one of the reasons for not automatically releasing HMRC-allocated mature Child Trust Funds. We need a new approach, prioritising people. Background music: 'Digital Solitude' by Silent Partner
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Original Broadcast: This is Money
The dream of becoming an ISA millionaire will be a common ambition among many This is Money listeners. Most will probably dismiss it as fantasy but what if you could actually get there? Recently a long-time This is Money reader got in touch to tell us that he had managed just that... at the age of 36. Ollie Perry was happy to share his story, not to boast but to try to inspire others and to show that it isn't just wealthy boomers who can manage to make an ISA million. Georgie Frost, Lee Boyce and Simon Lambert discuss his story and what we can learn from it. How did he do it, are the big risks he took suitable for others, and what if you if prefer to get rich slower but with less chance of something going wrong? With a new top rate in town, Lee takes a look at the best buy savings deals on the market, Simon delves into why so many homes are seeing asking prices cut, and Georgie ponders why people are rushing to pay big money for retro tech that doesn't work.
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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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