Original Broadcast: Motley Fool Show
If you’re making a list of the companies delivering better-than-expected earnings results this quarter, then add Cisco and Lumentum to the list. Spending on data centres and other AI infrastructure is leading both companies to soaring heights, and their valuations reflect Wall Street’s optimism. Tyler, Matt, and Jon break down the most recent earnings results from these two AI equipment suppliers and whether they look like solid investments today. Tyler Crowe, Matt Frankel, and Jon Quast discuss Cisco’s blowout earnings, what to do when a cyclical company has a new catalyst, Lumentem’s even more impressive earnings, and — can a company with such a high valuation be worth it? Also, from the Motley Fool mailbag: What are some non-AI stock ideas for portfolio diversification? Companies discussed: CSCO, NVDA, META, LITE, ANET, CWST, DECK, TREX, BRK.B, DIS. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
Elon Musk’s EV and rocket empire may be expanding into chips if recent plans to spend up to $119 billion in new chip fab facilities become reality. We discuss the implications for the industry and Musk’s companies, plus update on SaaS (Software as a Service) stocks, and what technologies have staying power for the next decade. Travis Hoium, Dan Caplinger, and Tim Beyers discuss Musk’s chip dreams, SaaS recovery, which technologies will survive the next decade, and stocks on our radar. Companies discussed: Tesla (TSLA), DataDog (DDOG), Sportsradar (SRAD), MercadoLibre (MELI), DigitalOcean (DOCN), Taiwan Semiconductor (TSM), Intel (INTC), AMD (AMD), NVIDIA (NVDA). Host — Travis Hoium; Guests — Dan Caplinger, Tim Beyers.
Guests: Dan Caplinger,Tim Beyers
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Original Broadcast: Motley Fool Show
Uber has been in the middle of the autonomy debate and recently added hotels to the mix, so we’re wondering if they can be the “everything” app built around transportation? First quarter results indicated they have the momentum to do it. We also look at results from Disney and Novo Nordisk, which had investors cheering today. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Uber’s Q1 2026 results, whether Uber can make an “everything” app, Disney’s momentum and challenges, and Novo Nordisk’s GLP-1 conundrum. Companies discussed: Uber (UBER), Expedia (EXPE), Disney (DIS), Novo Nordisk (NOVO). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: This is Money
A new campaign has been launched to turn Britain's savers into investors. In this bonus episode, Simon Lambert speaks to Karen Northey of the Investment Association about the Take The Next Step campaign, backed by members of the investment industry and supported by the Government and Chancellor Rachel Reeves.They discuss why investing matters, how it can grow people's wealth and why Britain's savers can seem reluctant to dip their toes into something that has the power to substantially improve their chance of beating inflation and improving their finances.
Guests: Karen Northey
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Original Broadcast: Motley Fool Show
Motley fool co-founder and CEO Tom Gardner and the team break down the changing dynamics behind earnings from four of the Magnificent 7 companies, what to make of consumer sentiment at a 60-year low, and answering a guest question about the new competition for NVIDIA chips. Tom, Tyler, and Jon discuss the markets reaction to Alphabet, Microsoft, Amazon, and Meta’s earnings report, what matters most about AI infrastructure spending, rising costs for the hyperscalers — fear or opportunity? Also, how to make sense of the lowest consumer sentiment readings of all time, what works when everyone is miserable, and NVIDIA’s customers are building their own chips — is this a problem? Companies discussed: Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta Platforms (META), Microsoft (MSFT), Micron Technologies (MU), NVIDIA (NVDA), Walmart (WMT), Target (TGT) Kroger (KR), Dell Technologies (DELL). Host — Tyler Crowe; Guests — Tom Gardner, Jon Quast.
Guests: Tom Gardner,Jon Quast
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Original Broadcast: Motley Fool Show
OpenAI reportedly missed its own growth and revenue expectations recently, and shares of Oracle and other companies with large deals with the AI giant are trading lower. The team consider the OpenAI news and much more. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss OpenAI's disappointing growth and what it means for tech investors, whether OpenAI and its rivals will be able to scale to profitability anytime soon, General Motors' latest earnings and why Matt is such a big believer, and whether investors should take the time to vote their shares. Companies discussed: ORCL, CRWV, GM, F, GOOGL, GOOG. Host — Tyler Crowe; Guests — Matt Frankel, Lou Whiteman.
Guests: Matt Frankel,Lou Whiteman
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Original Broadcast: Motley Fool Show
Earnings season is now in full swing, and we recently got a look at the latest results from Tesla (NASDAQ: TSLA) and some of the most prominent technology companies in the market. The team breaks down some of the key points investors need to know.Tyler Crowe, Matt Frankel, and Jon Quast discuss the biggest surprises from Tesla's earnings report and call, earnings from IBM, Texas Instruments, and GE Vernova — and why Progressive is down by more than 20% from the highs. Companies discussed: TSLA, IBM, TXN, GEV, PGR. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
SpaceX is buying another AI company, this time it’s Cursor. The space company has transformed itself into an AI company, but does this mean it can catch up to Google, Anthropic, or OpenAI? Plus, we cover Amazon’s move into GLP-1s and Meta’s new AI use case. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: SpaceX agrees to buy Cursor, Amazon gets into GLP-1s, and Meta’s AI spyware. Companies discussed: Amazon (AMZN), Hims & Hers (HIMS), Meta Platforms (META), Alphabet (GOOG, GOOGL). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: The Financial Outlook for Personal Investors
It wasn't a complete surprise, but Apple (NASDAQ: AAPL) Chief Executive Tim Cook is stepping aside and the company's current head of hardware, Jon Ternus, will be taking the helm in September. The Motley Fool team discuss Cook's legacy, the biggest challenges and opportunities for the new leader, and more. Tyler Crowe, Matt Frankel, and Jon Quast discuss Tim Cook and his accomplishments at Apple, Apple's new CEO and what his biggest challenges are, whether the S&P 500 will include SpaceX after it goes public, and AST Spacemobil and its opportunities. Companies discussed: AAPL, ASTS, RKLB. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: This is Money
The Government is about to launch its 'Retail Investment Campaign' to encourage people to start investing, but will it work? The Bank of England hints at rising interest rates, but it's not in a rush to make early decisions. Georgie Frost, Simon Lambert and Helen Crane discuss these and other issues, including flight cancellations and supermarket pricing tricks. Plus, how much would you need to pay for an A4-sized slice of property in your area?
Guests: Helen Crane
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