Original Broadcast: Motley Fool Show
Are layoffs starting to backfire in Silicon Valley? As Robinhood and Rivian announce job cuts, employees at Meta Platforms are starting to revolt against job cuts and reassignments into jobs they didn’t sign up for. Plus, we discuss Fox buying Roku, SpaceX’s $60 billion acquisition, and play the World Cup of Investing. Travis Hoium, Lou Whiteman, and Emily Flippen discuss Robinhood and Rivian layoffs, and are layoffs backfiring? Also, Fox buys Roku, but why? Plus, SpaceX buys Cursor, the World Cup of Investing, and stocks on our radar. Companies discussed: Petrobras (PBR), Mercado Libre (MELI), ASML (ASML), Spotify (SPOT), Samsung, Tencent (TCEHY), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Life Time Holdings (LTH), Rivian (RIVN), Meta Platforms (META), Robinhood (HOOD), Roku (ROKU), Fox (FOXA), SpaceX (SPCX). Host — Travis Hoium; Guests — Lou Whiteman and Emily Flippen.
Guests: Lou Whiteman,Emily Flippen
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Original Broadcast: Motley Fool Show
Every time you buy a stock, you tell yourself a story about why it's going to work. But what if that story is the most dangerous thing in your portfolio? And what if the same behavioural blind spots that trip up individual investors are also quietly undermining the companies you're betting on? Motley Fool analyst Rachel Warren talks with Harvard-trained behavioural scientist Julia Dhar, author of 'How Change Really Works', about why 60 to 75 percent of corporate transformations fail, how to spot false alignment in a leadership team, and the simple framework that separates companies worth owning from ones that just sound good on an earnings call. Host — Rachel Warren; Guest — Julia Dhar.
Guests: Julia Dhar
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SpaceX is officially public and we explain not only why that matters, but also how it may benefit companies like Alphabet long-term. We also explore what’s wrong at Adobe, why Apple has become boring, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jon Quast discuss SpaceX IPO, and who Will Sell SpaceX Stock? What’s wrong at Adobe? Is Apple all right? And, stocks on our radar. Companies discussed: SpaceX (SPCX), Microsoft (MSFT), Alphabet (GOOG), FormFactor (FORM), Casey’s General Stores (CASY), Target (TGT), Walmart (WMT), Microsoft (MSFT), Adobe (ADBE), Intuit (INTU), Tesla (TSLA). Host — Travis Hoium; Guests — Lou Whiteman, Jon Quast.
Guests: Lou Whiteman,Jon Quast
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Original Broadcast: Motley Fool Show
Five years ago, electric vehicles were the talk of the market. But in the U.S., sales of electric vehicles are falling and competition is heating up. With that backdrop, Rivian has introduced the R2 and investors still think this will be a game-changer for the company. We discuss the vehicle and company’s prospects, whether autonomy will be a tailwind, and get to hidden gems on our watchlist in this episode. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Rivian’s R2 launch, the decline of EVs in the U.S., and will autonomy be a value add for EV companies? Also, hidden gems in the EV market. Companies discussed: Rivian (RIVN), Tesla (TSLA), Quantumscape (QS), General Motors (GM), Lucid (LCID), Uber (UBER), NXP Semiconductors (NXPI). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
The biggest IPOs ever are coming and investors are (understandably) excited. But historically this is a time caution is needed and we discuss why these deals in particular may need some seasoning. We also discuss the advances in autonomy and where there’s opportunities to invest in businesses without speculating. Travis Hoium, Lou Whiteman, and Jason Moser discuss last week's market crash, IPO season, Autonomy being here, and who is making irresponsible predictions? Also, stocks on our radar. Companies discussed: SpaceX, Uber (UBER), Quantinuum (QNT), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Tesla (TSLA), WeRide (WRD), Shopify (SHOP), Merlin (MRLN). Host — Travis Hoium; Guests — Lou Whiteman, Jason Moser.
Guests: Lou Whiteman,Jason Moser
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Original Broadcast: Motley Fool Show
Alphabet is raising over $80 billion to help its AI buildout, assisted by Berkshire Hathaway. We discuss what that says about the 'Return on Investment' of AI today and how balance sheets play into the equation. Then we discuss the AI supplier hype and why Bitcoin might have a tough year ahead. Travis Hoium, Lou Whiteman, and Tyler Crowe discuss Alphabet’s $80 billion flex, AI supplier whack a mole, and Bitcoin’s Michael Saylor problem. Companies discussed: Alphabet (GOOG, GOOGL), Berkshire Hathaway (BRKA, BRKB), Micron (MU), Amazon (AMZN), Microsoft (MSFT), Bitcoin (BTC), Strategy (MSTR), Dell (DELL), Hewlett Packard Enterprise (HPE). Host — Travis Hoium; Guests — Lou Whiteman, Tyler Crowe.
Guests: Lou Whiteman,Tyler Crowe
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Original Broadcast: Motley Fool Show
Money continues to pour into AI companies like Anthropic, who announced a $65 billion fundraising round this week. But companies are starting to scrutinize their AI investments, which may not be paying off as hoped. Plus, we consider some of our lessons of a lifetime investing and the stocks on our radar. Travis Hoium, Lou Whiteman, and Emily Flippen discuss Anthropic’s $65 billion raise, corporate America’s ROI on AI, and — what do consumers want? Plus, our favorite investing quotes and books, and stocks on our radar. Companies discussed: FedEx (FDX), FedEx Freight (FDXF), Astronics (ATRO), Transmedics (TMDX), Alphabet (GOOG, GOOGL), Amazon (AMZN). Host — Travis Hoium; Guests — Lou Whiteman, Emily Flippen.
Guests: Lou Whiteman,Emily Flippen
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Original Broadcast: Motley Fool Show
Micron has had a turnaround for the ages, going from a free cash flow negative company to a $1 trillion valuation in a little over a year. What does it tell us about the AI buildout? Plus, we get to Eli Lilly’s incredible trial results, acquisition spree, and growth plans before ending with Zscaler’s earnings and why the stock fell 30% in one day last week. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Micron’s trip to $1 trillion, Eli Lilly’s Winning Streak, and Zscaler earnings. Companies discussed: Micron (MU), Eli Lilly (LLY), Zscaler (ZS). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
Stop the presses (or the recording, I guess)! SpaceX has filed its S-1 in anticipation of an IPO. The team digs into the details of the IPO prospectus and looks for some of the things that stand out in this monumental, possibly $2 trillion, public offering. Tyler Crowe, Matt Frankel, and Jon Quast discuss Starlink’s profitability, the space launch businesses (sort of) profitability, and the unbelievably large market estimates. Is SpaceX actually just an AI company? Can investors benefit from this corporate structure? Plus, the leap of faith that is the valuation. Companies discussed: SPCX, AMZN, MSFT, META, VOYG. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
Google I/O revealed a lot about Google’s future in artificial intelligence. Not only did the company release a new model but also an updated search and launched new AI glasses. We discuss what we learned, whether this is a real normie moment for AI, and what the impacts will be outside of Alphabet. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Google I/O — is this AI for normies? Plus, Downstream impacts for investors. Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA). Host — Travis Hoium. Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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