Original Broadcast: Motley Fool Show
Warren Buffett bought $1.6 billion of United Health stock in Q2, inflation may be ticking higher after all, and play “Ohh, No! or Let’s Go!!” Travis Hoium, Lou Whiteman, and Rick Munarriz discuss inflation is a boogeyman again, UFC gets a $7.7 billion deal with Paramount, Buffett makes a big buy, and stocks on our radar. Companies discussed: Lululemon (LULU), TKO Group (TKO), Rigetti Computing (RGTI), Eli Lilly (LLY), Reddit (RDDT), Celsius (CELH), Crocs (CROX), Alphabet (GOOG), NVIDIA (NVDA), United Health (UNH). Host - Travis Hoium; Guests - Lou Whiteman, Rick Munarriz
Guests: Lou Whiteman,Rick Munarriz
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Original Broadcast: Motley Fool Show
There are some stunningly large data points pulling the market in different directions between cash on the sidelines and market valuations. These numbers can be a little paralyzing for investors without context and sifting through the signal versus the noise. Plus, space investing is having its week in the sun and wrapping up second quarter earnings. Matt Frankel, Jon Quast, and Tyler Crowe discuss the massive cash pile sitting on the sidelines, how they invest when broader signals say the market’s overvalued, the fast changing landscape in the space indsury, an second quarter earnings surprises from Dlocal, Circle Internet Group, and Sea Limited. Companies discussed: BAC, BA, LMT, RKLB, FLY, NOC, DLO, CRCL, SE. Host - Tyler Crowe; Guests - Matt Frankel, Jon Quast
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
Autonomous vehicles hit an inflection point, GPT-5 is here, and The Trade Desk drops 38%, plus the stocks on our radar. Companies discussed:.Alphabet (GOOG), Microsoft (MSFT), The Trade Desk (TTD), Hims & Hers (HIMS), Crocs (CROX), Shift4 (FOUR), Palantir (PTLR), Axon (AXON), Figma (FIG), Reddit (RDDT), Universal Display (OLED), Montrols Environmental (MEG). Host - Travis Hoium; Guests - Lou Whiteman, Jon Quast
Guests: Lou Whiteman,Jon Quast
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Original Broadcast: Motley Fool Show
Matt Frankel, Tyler Crowe, and Jon Quast discuss AppLovin's strong second quarter, why Airbnb fell on strong earnings, retail real estate's surprising strength, and what we're watching for next week. Companies discussed: APP, ABNB, SPG, SKT, O, ZG. Host - Matt Frankel; Guests - Tyler Crowe, Jonathan Wilder
Guests: Tyler Crowe,Jonathan Wilder
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Original Broadcast: Motley Fool Show
The Fed’s Inflation Conundrum & an AI Billionaire Battle RoyaleThe Fed kept rates flat this week, Apple and Amazon reported earnings, and we have the biggest names in AI battle it out for supremacy.Travis Hoium, Lou Whiteman and Jason Moser discuss:- The Fed’s decision to hold rates steady- Apple and Amazon earnings- AI billionaire battle royale- Stocks on our radar & Companies discussed: Alphabet (GOOG, GOOGL), Apple (AAPL), Alphabet (GOOG, GOOGL), Cloudflare (NET), PayPal (PYPL), Microsoft (MSFT).Host: Travis HoiumGuests: Lou Whiteman, Jason Moser
Guests: Lou Whiteman,Jason Moser
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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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