Original Broadcast: Motley Fool Show
As earnings season gets underway, the S&P 500 has soared past 7,000 for the first time. Our team reflects on the market’s rapid rebound as well as dissects the important financial reports we’ve received so far. Trends in digital advertising and generative AI are discussed. Also, the team parses news from noise in recent press releases before ending with stocks on our radar. Jon Quast, Lou Whiteman, and Asit Sharma discuss Netflix’s Q1 2026 financial results, broad takeaways from some big banks, Meta Platforms catching up to Alphabet, Alphabet catching up to OpenAI, blah blah blah day — news from noise, the market’s new high — lessons we’ve learned, and stocks on our radar. Companies discussed: Netflix (NFLX), Alphabet (GOOG)(GOOGL), Amazon (AMZN), Meta Platforms (META), Charles Schwab (SCHW), JP Morgan Chase (JPM), Wells Fargo (WFC), Bank of America (BAC), Citigroup (C), Rocket Lab (RKLB), Caterpillar (CAT), Snap (SNAP), Broadcom (AVGO), Yum! Brands (YUM), LPL Financial (LPLA), Leidos (LDOS). Host — Jon Quast; Guests — Lou Whiteman, Asit Sharma.
Guests: Lou Whiteman,Asit Sharma
Published:
Original Broadcast: Motley Fool Show
Jason Hall, Jon Quast, and Matt Frankel discuss financial news that investors should know about. This includes recent financial results from banking giants Bank of America (NYSE:BAC) and Charles Schwab (NYSE:SCHW), and key "picks and shovels" providers in the semiconductor industry, Taiwan Semiconductor (NYSE:TSM) and ASML (NASDAQ:ASML). They end the programme discussing three stocks they are most-looking-forward to hearing from this earnings season: Stock 1, Stock 2, and Stock 3. Jason, Jon and Matt discuss Bank of America and Schwab Q1 results, TSMC and ASML's first quarter and the implications for AI, and three stocks the team are most-looking-forward to seeing report this quarter. Companies discussed: Bank of America (BAC), Charles Schwab (SCHW), Taiwan Semiconductor (TSM), ASML (ASML), Lyft (LYFT), Uber (UBER), Goldman Sachs (GS), Nvidia (NVDA), Toast (TOST). Host — Jason Hall; Guests — Jon Quast, Matt Frankel.
Guests: Jon Quast,Matt Frankel
Published:
Original Broadcast: Motley Fool Show
The first quarter of 2026 is in the rearview mirror and earnings season begins next week. We discuss what we’re looking for along with the latest in the world of artificial intelligence at the biggest companies in the world. Travis Hoium, Lou Whiteman, and Jon Quast discuss earnings season expectations, AI’s most dangerous moment and is Meta back in AI? Plus: home-run CEOs and stocks on our radar. Companies discussed: Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta Platforms (META), Crocs (CROX), Target (TGT), Snap (SNAP), Apple (AAPL), Nike (NKE), Disney (DIS). Host — Travis Hoium; Guests — Lou Whiteman, Jon Quast.
Guests: Lou Whiteman,Jon Quast
Published:
Original Broadcast: Motley Fool Show
Reading Jamie Dimon’s annual letter to shareholders is one of those calendar events. For those who haven’t had time to read it, we break down some of the big takeaways from the letter as well as pushing back at some of the things we were less sure about: plus, dissecting Bill Ackman’s Universal Music Group bid and answering listener questions. Tyler Crowe, Lou Whiteman, and Jason Hall discuss Jamie Dimon’s message to JPMorgan investors, Dimon’s words of warning to the private credit market, whether rolling back bank regulations is the best idea, Pershing Square bids for Universal Music Group, Bill Ackman’s investing track record, and listener question, including: are covered call ETFs a good idea? Companies discussed: JPM, OWL, PSHZF, UMGNF, JEPQ. Host — Tyler Crowe. Guests — Jason Hall, Lou Whiteman.
Guests: Jason Hall,Lou Whiteman
Published:
Original Broadcast: Motley Fool Show
Oil has soared to $110 per barrel, but it hasn’t hit the economy yet. We discuss why and than get to the hottest IPO ever, SpaceX, and what the future of the space economy might look like. Travis Hoium, Lou Whiteman, and Dan Caplinger discuss oil markets, SpaceX’s $2 trillion IPO, our mini-portfolio and stocks on our radar. Companies discussed: TransDigm (TDG), Truist Financial (TFC), Rocket Lab (RKLB), QXO (QXO), Nelnet (NNI), Booking (BKNG), Moderna (MRNA), Freeport-McMoRan (FCX), Microsoft (MSFT), Berkshire Hathaway (BRK-B), Alphabet (GOOG), Uber (UBER), Intuit (INTU), Workday (WDAY), Disney (DIS), Nike (NKE), McCormick (MKC) York Space Systems (YSS). Host — Travis Hoium; Guests — Lou Whiteman, Dan Caplinger.
Guests: Lou Whiteman,Dan Caplinger
Published:
Original Broadcast: Motley Fool Show
On the heels of the Artemis II launch and SpaceX’s confidential filing to go public, Amazon is reportedly looking to acquire Globalstar as it works on its own satellite internet ambitions. Our analyst team also takes a look at the economy through the lens of luxury furniture retailer RH before closing the show out by answering a question from our mailbag about good investing books for beginners. Tyler Crowe, Matt Frankel, and Jon Quast discuss Amazon’s reported interest in Globalstar, RH and housing trends, and best investing books for beginners. Companies discussed: Amazon (AMZN), Globalstar (GSAT), Nike (NKE), RH (RH), Berkshire Hathaway (BRK.A)(BRK.B). Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
Published:
Original Broadcast: Motley Fool Show
The stock market has entered correction territory as the AI trade falls apart and rising energy prices risk a global recession. We discuss how to handle market downturns, what we see in energy markets, and why long-term investing is still the answer for investors. Travis Hoium, Andy Cross, and Lou Whiteman discuss: Nasdaq correction, Energy’s shocking rise, the AI trade, and — how well do you know your market history? Also, stocks on our radar. Companies discussed: Netflix (NFLX), Cintas (CTAS), Delta (DAL), Jetblu (JBLU), NVIDIA (NVDA), Microsoft (MSFT), Alphabet (GOOG). Host — Travis Hoium; Guests — Andy Cross, Lou Whiteman
Guests: Andy Cross,Lou Whiteman
Published:
Original Broadcast: Motley Fool Show
The approach to AI so far can be best described as a using brute force to make things happen. It’s been effective so far, but the approach starts to run into problems when the numbers get really big. Thankfully, some new developments in AI could help alleviate that challenge. Matt, Jon, and Tyler discuss how Google and ARM are advancing AI efficiency. Plus, social media’s bad week in court and the mailbag. Tyler Crowe, Jon Quast, and Matt Frankel discuss Meta and Alphabet losing watershed social media cases, is a “tobacco moment” as bad as it sounds? Also — advancements in AI efficiency. Companies discussed: GOOG, META, BP, DD, DOW, MMM, ARM, AAPL, MU, SNDK, INTC, NVDA, AMD. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast
Guests: Matt Frankel,Jon Quast
Published:
Original Broadcast: Motley Fool Show
The war in Iran doesn’t seem to be slowing down and that’s impacting oil prices today, but that’s just the beginning. Economic spending is next and higher costs could hit many industries, which will have lasting impacts for years. We discuss what we can learn about the history of oil prices and war and how we’re investing through it all. Travis Hoium, Lou Whiteman, and Jon Quast discuss the Iran war and how it impacts markets — are there safe havens? Picking a stock market 'Final 4', an stocks on our radar. Companies discussed: Alphabet, NVIDIA (NVDA), Apple (AAPL), Tesla (TSLA), Microsoft (MSFT), Meta (META), Amazon (AMZN), Palantir (PTLR), Micron (MU), Disney (DIS), Chipotle (CMG), RocketLab (RKLB), Waste Management (WM), Costco (COST), Vistra (VST), Tractor Supply (TSCO). Host — Travis Hoium; Guests — Lou Whiteman, Jon Quast.
Guests: Lou Whiteman,Jon Quast
Published:
Original Broadcast: Motley Fool Show
OpenAI is moving away from side quests as it prepares the business and financials for an IPO. To make matters more complicated, Microsoft is upset about a deal OpenAI made with Amazon. Plus, why short sellers are important. Travis Hoium, Lou Whiteman, and Rachel Warren discuss OpenAI’s strategy shift— Microsoft’s warning to Amazon — and why short sellers are important. Companies discussed: SoFi (SOFI), Amazon (AMZN), Microsoft (MSFT). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
Published:
