Original Broadcast: Motley Fool Show
While Apple has continued to be a great business, it’s been a minute since the company issued a new product that made us go “wow”. With new CEO John Ternus coming from the hardware side of the business, it comes as little surprise that one of the first things it announced was a major change to the iPhone, the iPhone Duo. Matt, Jon, and Tyler break down how this launch could impact the bottom line and whether this is a sign of what Apple will look like under Ternus. Plus, Chewy & Casey’s General Store earnings and what makes a good acquirer. Tyler Crowe, Jon Quast, and Matt Frankel discuss Chewy’s earnings, Casey’s General Store earnings, Apple’s new iPhone Duo and new CEO, and — new focus? Plus, is acquisition a good strategy? Companies discussed: CHWY, CASY, APPL, AJG. Host — Tyler Crowe; Guests — Jon Quast, Matt Frankel.
Guests: Jon Quast,Matt Frankel
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Original Broadcast: Motley Fool Show
After decades of spin-offs and separations of various parts, GE Aerospace is now trending toward integration. Its $11.75 billion acquisition of Consolidation Precision Products is taking what business schools have been teaching for years (specialisation, capital light) and flipping it on its head. Lou, Travis, and Tyler dissect the GE aerospace deal, how it impacts the aerospace & defense indsutry, and whether we’re on the precipice of integration. Plus, cybersecurity threats and reverse stock splits. Tyler Crowe, Lou Whiteman, and Travis Hoium discuss GE Aerospace acquires Consolidated Precision Prodcuts, the winners and losers of the deal, Boston Scientific’s cybersecurity hack fallout, will cybersecurity make these industries less appealing to investors, and when is a reverse stock split good? Companies discussed: GE, HWM, BA, HONA, RTX, BSX, NVO, CRWD, IBM, BKNG. Host — Tyler Crowe; Guests — Travis Hoium, Lou Whiteman.
Guests: Travis Hoium,Lou Whiteman
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Original Broadcast: Motley Fool Show
Tesla held a robotaxi event this week but didn’t invite media or investors. Even Elon Musk sat the event out. What does that say about the future of autonomous vehicles? Plus, we discuss GPT-6, Adobe’s new CEO, and the health of consumer spending. Travis Hoium, Lou Whiteman, and Jon Quast discuss Tesla’s 'Event', GPT-6, Adobe’s new CEO, 10-year predictions, retail’s health, and radar stocks. Companies discussed: Reddit (RDDT), CECO (CECO), Tesla (TSLA), Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Shopify (SHOP), Walmart (WMT), Amazon (AMZN), Meta Platforms (META), Adobe (ADBE), Dick’s Sporting Goods (DKS), On Holding (ONON), Lululemon (LULU). Host — Travis Hoium; Guests — Lou Whiteman, Jon Quast.
Guests: Lou Whiteman,Jon Quast
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Original Broadcast: Motley Fool Show
Amazon and Meta Platforms are facing increased scrutiny from regulators and states and that’s not only affecting their stock price, it could affect their business long-term. We discuss whether FTC probes and settlements are a big deal long-term. We end by laying out what John Ternus needs to do to get off on the right foot at Apple. Travis Hoium, Lou Whiteman, and Matt Frankel discuss Amazon vs. FTC, the future of Amazon retail, Meta’s settlement, is Meta becoming bit tobacco?, John Ternus’ First Day and how Apple can succeed. Companies discussed: Amazon (AMZN), Apple (AAPL), Meta (META). Host — Travis Hoium; Guests — Lou Whiteman, Matt Frankel.
Guests: Lou Whiteman,Matt Frankel
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Original Broadcast: Motley Fool Show
With a company as large and as meticulously covered as NVIDIA, you would think there wouldn’t be anything that surprises us anymore. So much for that thesis. NVIDIA's most recent earnings and guidance blew past everyone’s expectations and setup another stellar year for anything AI-related. Jon, Matt, and Tyler dissect NVIDIA’s most recent earnings as well as the “hidden” winners and losers from the most recent earnings results. Plus, Crowdstrike’s earnings and a mailbag question about local vs. cloud AI. Tyler Crowe, Matt Frankel, and Jon Quast discuss NVIDIA’s earnings and guidance update, the winners and losers from NVIDIA’s earnings, Crowdstrike’s earnings, is Crowdstrike’s stock a buy? Plus, Is local AI a hyperscaler problem? Companies discussed: NVDA, HP, DELL, CRDO, ONTO, IESC, GRMN, RBRK, ZS, SPCX. Host — Tyler Crowe; Guests — Jon Quast, Matt Frankel.
Guests: Jon Quast,Matt Frankel
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Original Broadcast: Motley Fool Show
Meta Platforms has been the subject of several lawsuits. By some estimates, the potential fines for these lawsuits were as high as the market cap of the entire company. Today, the company settled several of these high-profile lawsuits for $18 billion, and for several changes to its social media apps. Lou, Rachel, and Tyler dig into the details of the settlement and how it will impact Meta. Plus, Intuit’s earnings and the listener mailbag. Tyler Crowe, Rachel Warren, and Lou Whiteman discuss Meta’s $18 billion settlement, was this a “best case scenario” for Meta? Intuit’s earnings: SasSpocalyse or corporate complacency? Plus, will Uber’s European fines impact its future? Companies discussed: META, GOOGL, INTU, UBER. Host — Tyler Crowe; Guests — Matt Frankel, Rachel Warren.
Guests: Matt Frankel,Rachel Warren
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Original Broadcast: Motley Fool Show
Most of the time, stock investors don’t pay attention to the bond markets. But when the words “not seen since 2007” start getting thrown around, investors start to look at lot harder at what’s going on with bonds. Lou, Matt, and Tyler dissect the recent moves in bond markets and how it’s showing up in stocks. Plus, Klarna’s and Home Depot’s earnings and how they are feeling the strains of the debt market. Tyler Crowe, Lou Whiteman, and Matt Frankel discuss the sell-off in bonds and how it’s affecting stocks, why AI companies are getting caught up in the bond market moves, Klarna’s earnings, and Home Depot’s earnings. Companies discussed: META, GOOG, MSFT, KLAR, HD. Host — Tyler Crowe; Guests — Matt Frankel, Lou Whiteman.
Guests: Matt Frankel,Lou Whiteman
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Original Broadcast: Motley Fool Show
Berkshire Hathaway is a net buyer of stocks again for the first time in nearly four years, but new CEO Greg Abel still had some surprising stocks to sell during the quarter. Jon, Matt, and Rachel break down Berkshire’s latest moves before answering a listener question regarding how to spot a winning stock early, before finishing the episode by running some Berkshire stocks through some Hidden Gems mental frameworks. Jon Quast, Matt Frankel, and Rachel Warren discuss Berkshire buys stocks again, Greg Abel’s changing approach, Hidden Gems Investing’s favourite AI scoring categories, why housing stocks could be Hidden Gems, and why the AI industry is still a great place to look for Hidden Gems. Companies discussed: Berkshire Hathaway (BRK.A)(BRK.B), Alphabet (GOOG)(GOOGL), D.R. Horton (DHI), Kroger (KR), Delta (DAL), Rocket Lab (RKLB), Dream Finders Homes (DFH), Forgent Power Solutions (FPS). Host — Jon Quast; Guests — Matt Frankel, Rachel Warren.
Guests: Matt Frankel,Rachel Warren
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Original Broadcast: Motley Fool Show
Demand for AI is exploding and two companies — OpenAI and Anthropic — are driving the industry forward. Everything from hyperscalers to neoclouds to memory stocks are hanging on the demand for tokens they need. We discuss that demand, how debt got involved, and what could go wrong. Plus, what sports franchise would you buy? Travis Hoium, Lou Whiteman, and Jason Moser discuss AI IPO Setup, insatiable demand, debt gets involved, restaurant recovery?, buying a franchise and stocks on our radar. Companies discussed: Quantum Computing (QUBT), Firefly (FLY), Alphabet (GOOG), Amazon (AMZN), SpaceX (SPCX). Host — Travis Hoium; Guests — Lou Whiteman, Jason Moser
Guests: Lou Whiteman,Jason Moser
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Original Broadcast: Motley Fool Show
Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel’s latest equity sale. Jon Quast, Matt Frankel, and Tyler Crowe discuss Agentic AI internet traffic surpassing human traffic, the investment opportunities if agentic traffic increases exponentially, the government’s investment in mining education, whether there are buying opportunities for mining stocks, and why Intel is raising cash. Companies discussed: Cloudflare (NET), GE Vernova (GEV), Quanta Services (PWR), Intel (INTC), Alphabet (GOOG)(GOOGL), Oracle (ORCL). Host — Jon Quast; Guests — Matt Frankel, Tyler Crowe.
Guests: Matt Frankel,Tyler Crowe
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