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: 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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Original Broadcast: Motley Fool Show
The U.S. and Japan announced a big trade deal that lowers tariffs to just 15% on imports, and we discuss earnings from General Motors, Intuitive Surgical, and Enphase Energy. Travis Hoium, Lou Whiteman, and Matt Frankel discuss Japan’s trade deal, GM’s stock drops after earnings, Intuitive Surgical’s growth continues, and Enphase Energy holds up well in a rapidly changing solar environment. Companies discussed: General Motors (GM), Tesla (TSLA), Toyota (TM), Honda (HMC), Intuitive Surgical (ISGR), Enphase Energy (ENPH), Alphabet (GOOG, GOOGL). Host - Travis Hoium; Guests - Lou Whiteman, Matt Frankel
Guests: Lou Whiteman,Matt Frankel
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Original Broadcast: Motley Fool Show
Valuations are stretched, but is it a bubble? And we discuss the latest AI and energy news, ASML’s earnings, and a surprising report from Johnson & Johnson. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: is the market in a bubble?, Google’s $25 billion data center and energy deals, earnings takeaways from ASML and J&J, and bold predictions this earnings season. Companies discussed: Brookfield Asset Management (BAM), Brookfield Renewable Partners (BEP), Johnson & Johnson (JNJ), Alphabet (GOOG, GOOGL), ASML (ASML), Palantir (PLTR), Robinhood (HOOD), Cloudflare (NET). 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 shares some investing insights on the current market, investments to avoid, and a motley array of investing topics: investments to Avoid, Motley Fool Approach to Investing, Market Valuations, Paying for Investment Advice, and — two Big Questions. Host - Mac Greer; Guest - Tom Gardner
Guests: Tom Gardner
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Original Broadcast: Motley Fool Show
Oh yes, we’re talking all kinds of stocks! Jason Hall and Matt Frankel discuss AI stocks in the data center space (including CoreWeave), winners and losers in energy and solar from the Big Beautiful Bill and, with Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix. Then, 19 minutes in, Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent’s deals with customers like Netflix and Meta Platforms work and what keeps him up at night. Finally, 33 minutes in, Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar. Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD. Host - Anand Chokkavelu; Guests - Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer
Guests: Jason Hall,Matt Frankel,Asit Sharma,Sanmeet Deo,Dave Schaeffer
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Original Broadcast: Motley Fool Show
Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go shopping. Tyler Crowe and Matt Frankel discuss Taiwan Semiconductor’s most recent earnings report, the torrid pace of AI spending, lower mortgage rates are taking the cork off existing home sales and refinancing, insulation contractor TopBuild now does roofs, Ferrero International acquires WK Kellogg, and two stocks we’re watching this earnings season. Tickers Mentioned: TSM, NVDA, RKT, HD, BLD, QXO, KLG, KO, PEP, HSY, MDLZ, K, NSRGY, PLD. Host - Tyler Crowe; Guest - Matt Frankel
Guests: Matt Frankel
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For once, the big tech giants are not driving the market’s returns. Motley Fool Senior Analyst, Anthony Schiavone, and Motley Fool Asset Management’s Chief Investment Strategist, Bill Mann, join Ricky Mulvey to discuss American equity markets reaching all-time highs, the surprising performance of dollar stores, what the passage of The Big Beautiful Bill means for EV makers and the federal deficit and Ricky’s goodbye to Motley Fool Money. Then, 19 minutes in, Motley Fool Canada’s Jim Gillies joins Ricky to discuss speculation in the market and to shine a light on five stocks to keep an eye on. Finally, 35 minutes in, Bill and Anthony discuss two radar stocks, Alphabet and Target. Companies discussed: MSFT, META, TSLA, DG, MEDP, LULU, SMPL, ATGE, KTB, TGT, GOOG, GOOGL. Host - Ricky Mulvey; Guests - Bill Mann, Anthony Schiavone, Jim Gillies
Guests: Bill Mann,Anthony Schiavone,Jim Gillies
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Original Broadcast: Motley Fool Show
Jobs hold steady, Cloudflare takes a stand on AI and the stocks leading us to financial freedom. Jason Moser and Andy Cross discuss the recent jobs report, what the stress test means for banks, the current state of autos, Cloudflare pushes back on AI crawlers, and stocks to celebrate financial freedom. Tickers mentioned: BAC, TSLA, F, GM, NET, NFLX, HD, WM. Host - Jason Moser; Guest - Andy Cross.
Guests: Andy Cross
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Original Broadcast: Motley Fool Show
Amazon’s latest data centre will require the same amount of electricity as one million homes. Jason Moser and Matt Argersinger join Ricky Mulvey to discuss the data centre spending boom. Hims & Hers messy breakup with Novo Nordisk, and overrated and underrated business stories from the year so far. Then, 19 minutes in, Progyny CEO, Peter Anevski, joins Tim Beyers and Holly Anderson to discuss the growth path ahead for the health benefits company. Finally, 31 minutes in, Jason and Matt discuss Disney’s box office struggle with “Elio” and offer up two radar stocks: Uber and Otis Worldwide. Companies discussed: AMZN, HIMS, NVO, TSLA, PGNY, DIS, UBER, OTIS. Host - Ricky Mulvey; Guests - Jason Moser, Matt Argersinger, Tim Beyers, Holly Anderson, Peter Anevski
Guests: Jason Moser,Matt Argersinger,Holly Anderson,Peter Anevski,Tim Beyers
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