Original Broadcast: Motley Fool Show
NVIDIA has been the belle of the quarterly earnings ball for quite some time. Investors have been waiting to see how much NIVIDA beat earnings estimates. Even though earnings did beat expectations, the market reaction was “meh”. The gang breaks down NVIDIA’s earnings and investigates into some of the challenges for the future. Tyler Crowe, Matt Frankel, and Jon Quast discuss NVIDIA’s earnings, the evolving landscape for CPUs and GPUs, the bull vs. bear look at MercadoLibre's earnings, and the Trade Desk’s quarterly results. Companies discussed: NVDA, AMD, GOOG, MELI, AMZN, TTD, WMT, ROKU. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
President Trump’s tariffs have been overturned, throwing the market into even more chaos in 2026. We discuss our initial thoughts and go through Doordash’s results and what new technologies we think are game-changers long-term. Travis Hoium, Lou Whiteman, and Jon Quast discuss Trump's tariffs, GLP data, and inflation; Walmart’s earnings; Doordash’s results; Real/Not Real; and stocks on our radar. Companies discussed: Walmart (WMT), Tesla (TSLA), Doordash (DASH) Hims & Hers (HIMS), Lucid (LCID), Mobileye (MBLY), Alphabet (GOOG, GOOGL). Host — Travis Hoium; Guests — Lou Whiteman, Jon Quast.
Guests: Lou Whiteman,Jon Quast
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Original Broadcast: Motley Fool Show
We got the final filing of Berkshire Hathaway’s stock holdings this week and it once again showed Warren Buffett selling tech stocks to buy consumer goods companies. Then we discussed Netflix’s latest saga buying Warner Bros. Discovery, and why homebuilders are building fewer homes. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Buffet’s final stock buys, Netflix gives Paramount one more shot, and homebuilder trends. Companies discussed: Toll Brothers (TOL), Apple (AAPL), 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: This is Money
A shake up is happening in the world of DIY investing. Some of the biggest investment platforms are overhauling their fees ahead of Rachel Reeves' big push to get Britain investing — and under pressure from upstarts offering much cheaper services. The biggest name of all, Hargreaves Lansdown, has cut its prices for most investors, yet this seems to have triggered a chunk to jump ship. So, why are some HL investors moving if things are getting cheaper — and is it time we all looked at our investment platform fees? Georgie Frost, Rachel Rickard Straus and Simon Lambert discuss the latest DIY investing battle and what it means for your portfolio — plus, what you should look for if you do want cheaper investing or a helping hand. With nearly £1 trillion in ISAs, how did people build up such big pots and could they end up being a target for a tax raid? What's going on with the civil service pension meltdown? And finally, the most-applied-for jobs and the apprenticeships with which people can dodge a massive student debt.
Guests: Rachel Rickard Straus
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Original Broadcast: Motley Fool Show
Subscription prices are going up across the board and that may be the norm for the foreseeable future. Then we discuss the state of retail spending and why Unity’s stock dropped 30% on fear AI will disrupt the company. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Spotify and subscription price increases, retail sales, and Unity’s 30% haircut. Companies discussed: Spotify (SPOT), Netflix (NFLX), Disney (DIS), Unity (U). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
Motley Fool co-founder and CEO Tom Gardner talks about separating AI contenders from pretenders, his two favorite market indicators, and lessons from the dot-com bubble. Plus, Tom shares six stock ideas for the next five years. Hosts — Andy Cross; Guest — Tom Gardner.
Guests: Tom Gardner
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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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