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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Original Broadcast: This is Money
A stark warning has been sounded that the state pension age could have to rise to 74 for those under-30s. The Institute for Fiscal Studies' pronouncement in the same week that the government announced a state pension review set the cat amongst the pensions. But would Labour — or any party — really hike the state pension age that high? Wouldn't it be political suicide and spark protests in the street? The IFS warning hinged around the triple lock and balancing the books, but it's clear that the risk of the state pension age rising from its current timetable's maximum 68 is high. Georgie Frost, Helen Crane and Simon Lambert, discuss what could happen to the state pension, when we might be able to retire and what we all need to do to get there. Pension saving is also under the spotlight and the team discuss how to make the most of your work scheme or a SIPP. Plus, a double tax hit on inheritances is on the way, as pensions are pulled into the net. Does the government need to change tack rather than plough on with a levy that will reach 64% for many affected? The FTSE 100 finally broke through 9,000 this week, is 10,000 on the cards and why is the UK stock market doing well? And finally, 'Buy and Hold' is the traditional investment mantra, so why does one bitcoin expert say you shouldn't do that and should trade it instead?
Guests: Helen Crane
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Original Broadcast: Motley Fool Show
Meme stocks had a huge week, earnings season got into full swing with Alphabet going big on AI, and we draft our top stocks in the S&P 500 today. Travis Hoium, Lou Whiteman, and Emily Flippen discuss Meme stock mania returns, Alphabet’s $85 billion AI bet, Fantasy stock draft, 60-second earnings takes and Radar stocks. Companies discussed: Alphabet (GOOG, GOOGL), GXO, UPS, Accenture (ACN), Truist (TFC), Tyler Technologies (TYL), Lululemon (LULU), Chipotle (CMG), Apple (AAPL), Alphabet (GOOG), GM (GM), MGM Resorts (MGM), Garmin (GRMN), Chagee Holdings (CHA), Intel (INTC). Host - Travis Hoium; Guests - Lou Whiteman, Emily Flippen
Guests: Lou Whiteman,Emily Flippen
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