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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Original Broadcast: Motley Fool Show
As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the market. Plus, we discuss The Trade Desk’s bad week, Google’s brain drain, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jon Quast discuss jobs report, earnings season re-cap, The Trade Desk, value or trap?, Google’s brain drain and stocks on our radar. Companies discussed: Alphabet (GOOG), Apple (AAPL), The Trade Desk (TTD), Shift4 (FOUR), Micron (MU), Salesforce (CRM), Adobe (ADBE), GM (GM), Symbotic (SYM), ServiceNow (NOW). Host — Travis Hoium; Guests — Lou Whiteman, Jon Quast.
Guests: Lou Whiteman,Jon Quast
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Original Broadcast: Motley Fool Show
The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits or more. Today, Jon, Travis, and Tyler dissect earnings results from several Motley Fool favorites that are moving double digits today to try and make sense of these sharp stock moves. Tyler Crowe, Travis Hoium, and Jon Quast discuss MercadoLibre’s rapid revenue growth and contracting margins, has Unity Software finally turned the corner?, the changing strategy for Celsius Holdings and Applovin’s revenue continues to decelerate. Companies discussed: MELI, AMZN, U, APP, CELH. Host — Tyler Crowe; Guests — Travis Hoium, Jon Quast.
Guests: Travis Hoium,Jon Quast
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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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