Original Broadcast: Motley Fool Show
The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may leave China, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Moser discuss Situational Awareness, leverage gone wrong, hyperscaler divergence, would you rather? Tesla in China, and stocks on our radar. Companies discussed: Tesla (TSLA), GM (GM), Eli Lilly (LLY), Novo Nordisk (NVO), JPMorgan (JPM) SoFi (SOFI), SpaceX (SPCX), Costco (COST), Target (TGT), L3Harris (LHX), Keysight (KEYS). Host — Travis Hoium; Guests — Lou Whiteman, Jason Moser.
Guests: Lou Whiteman,Jason Moser
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Original Broadcast: Motley Fool Show
Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and whether Microsoft is the best Mag7 stock right now. Plus, an earnings lightning round and whether single stock or basket is the best approach. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss Meta and Microsoft’s earnings reports, the best MAg 7 stock to buy now, Hidden Gems earning highlights, and maibag: buy single stocks or bet on several companies in the same industry? Companies discussed: META, MSFT, GOOG, NVDA, MA, V, EME, GRMN, LHX, HD, LOW, AMD, CAT, DE. Host — Tyler Crowe; Guests — Matt Frankel, Lou Whiteman.
Guests: Matt Frankel,Lou Whiteman
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Original Broadcast: Motley Fool Show
Alphabet’s stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what that means for big tech, neoclouds, and the entire supply chain. Plus, we get to Tesla’s earnings and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Hall discuss Alphabet’s free cash flow, who blinks?, Tesla’s Stock Drop, the price is right, Intel’s earnings, and stocks on our radar. Companies discussed: BBB Foods (TBBB), Booz Allen Hamilton (BAH), Alphabet (GOOG), Microsoft (MSFT), Meta (META), Amazon (AMZN), Taiwan Semiconductor (TSM), Tesla (TSLA), SpaceX (SPCX), General Motors (GM), Lyft (LYFT), Hims & Hers (HIMS), Palantir (PLTR). Host — Travis Hoium; Guests — Lou Whiteman, Jason Hall.
Guests: Lou Whiteman,Jason Hall
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Original Broadcast: Motley Fool Show
Spain is the new soccer world champ, but Kalshi was also a winner from the World Cup as it added three million new users. Jon, Matt, and Rachel discuss the state of the predictions market and explain how predicting the outcome of an event is fundamentally different than investing in a stock. The team then moves into discussing how China’s Kimi K3 AI model could be disruptive to some companies and provide a tailwind for others. And the show closes with a mailbag question about digital advertising.Jon Quast, Matt Frankel, and Rachel Warren discuss the World Cup drove adoption of prediction markets, the difference between investing and gambling, how China’s Kimi K3 model could disrupt the AI space, and whether Nvidia stock could be a hidden beneficiary. Also, mailbag: the outlook for digital advertising. Companies discussed: Kalshi, DraftKings (DKNG), Flutter Entertainment (FLUT), Meta Platforms (META), Anthropic, OpenAI, Nvidia (NVDA), Alphabet (GOOG)(GOOGL). Host: Jon Quast Guests: Matt Frankel, Rachel Warren.
Guests: Matt Frankel,Rachel Warren
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Original Broadcast: Motley Fool Show
Tech stocks have dropped this week as earnings have given investors reason for concern. IBM left a lot to be desired and Netflix dragged on the market as well. We make sense of it all and give you the stocks on our radar.Travis Hoium, Lou Whiteman, and Emily Flippen discuss tech crashing, what we’re watching, Netflix earnings, history of tech, and Gemini delayed. Also, stocks on our radar. Companies discussed: TransDigm (TDG), Uber (UBER), Alphabet (GOOG, GOOGL), Micron (MU), Netflix (NFLX). Host — Travis Hoium; Guests — Lou Whiteman, Emily Flippen.
Guests: Emily Flippen,Lou Whiteman
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Original Broadcast: Motley Fool Show
Shares of Uber are right about where they were a little over two years ago. The company has been grappling with how to navigate the world of robotaxis. One way is to lean into delivery services, and that’s why the company announced the acquisition of Delivery Hero today for $14.8 billion. Matt, Jon, And Tyler discuss Uber’s reasons for doing this now and whether a push into delivery can fend of the challenges from robotaxis. Plus, GE Aerospace’s having a hard time sourcing materials and whether emerging industries are worth betting on now. Tyler Crowe, Matt Frankel, and Jon Quast discuss Uber’s acquisition of Delivery Hero, how “sticky” are ridesharing apps, GE Aerospace’s earnings, and can AI infrastructure cause supply chain headaches for others? Also, mailbag: how to view emerging industries & technologies. Companies discussed: UBER, DASH, GOOGL, GE, GEV, TMC. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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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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