Original Broadcast: Motley Fool Show
The market has got volatile over the last few weeks and some sectors are dropping, like Bitcoin. How are we handling the drop and where are opportunities emerging? Plus, we discuss what CEOs belong in the Hall of Fame. Travis Hoium, Dan Caplinger, and Jon Quast discuss why the market is down, Bitcoin’s drop, where we see bargains, and the CEO Hall of Fame. Companies discussed: Bitcoin (BTC), Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Five Below (FIVE), Mercado Libre (MELI), Meta (META), Chipotle (CMG), Starbucks (SBUX). Host — Travis Hoium; Guests — Dan Caplinger, Jon Quast
Guests: Dan Caplinger,Jon Quast
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Original Broadcast: Motley Fool Show
Gemini 3 is out and it may change the landscape in artificial intelligence. Benchmarks have it performing better than GPT-5 and Google is leaning into its competitive advantages in AI tech. Plus, we talk about the drop in Bitcoin and how Target lost its mojo. Travis Hoium, Rachel Warren, and Jon Quast discuss Gemini 3 is out, Anthropic’s capital raise, Bitcoin is down, but is it out? Plus, why Target is falling behind in retail. Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Target (TGT), Bitcoin (BTC), Coinbase (COIN), Circle (CRCL). Host — Travis Hoium; Guests — Rachel Warren, Jon Quast.
Guests: Rachel Warren,Jon Quast
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Original Broadcast: Motley Fool Show
The stock market has slumped the first two weeks of November as investors worry about layoffs, consumer spending, and returns of the AI buildout. We discuss what we’re looking at and how we would invest if the market drops 30%. Plus, we discuss the bond market’s current view of risk, the state of streaming, and stocks on our radar. Travis Hoium, Emily Flippen, and Jon Quast discuss: is the top in for 2025? What bonds are telling us, the future of streaming, calls and puts, and stocks on our radar. Companies discussed: Oracle (ORCL), Axon (AXON), Zillow (Z), Spotify (SPOT), Celsius (CELH), Monster (MNST), Dollar General (DG), Unity (U), Roku (ROKU), Airbnb (ABNB), Disney (DIS), Netflix (NFLX). Host - Travis Hoium; Guests - Emily Flippen, Jon Quast.
Guests: Emily Flippen,Jon Quast
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Warren Buffett’s surprise announcement this past May that he would be stepping down as Berkshire Hathaway’s CEO left a few lingering questions that many ardent Berkshire followers wanted to know. Many of those questions were answered in last week’s letter he penned to shareholders that will be his new Thanksgiving tradition. Tyler Crowe, Matt Frankel, and Jon Quast discuss the end of the government shutdown and the market’s “meh” response throughout, Buffett quietly exiting stage left and his lasting impact on all of us, and stocks on our radar. Companies discussed: BRK-A, BRK-B, CSIQ, APPN, DECK. Host - Tyler Crowe; Guests - Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
Investor sentiment has dropped down to extreme fear as the financial headlines increasingly stoke concerns. Many stocks have dropped into bear territory but our analysts are decided to celebrate the 'holiday' and give some of these bears a hug. The team also tackles Berkshire Hathaway's record pile of cash, Elon Musk's $1 trillion payday, and restaurant stocks before wrapping up with stocks on our radar. Jon Quast, Lou Whiteman and Emily Flippen discuss the fear and greed index is showing extreme fear, Berkshire Hathaway is sitting on $382 billion, Tesla approves Elon Musk's performance award that includes important operational milestones, Denny's is being acquired, Papa John's bid is pulled, and Yum! Brands may be looking for a buyer for Pizza Hut and stocks on our radar. Companies discussed: BRK.A, BRK.B, TSLA, EATZ, DPZ, PZZA, YUM, CASY, SBUX, DENN, SG, DASH, AXON, LULU, IT, SMCI, CMG, DUOL, TTD, STN. Host — Jon Quast; Guests - Lou Whiteman, Emily Flippen.
Guests: Lou Whiteman,Emily Flippen
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Original Broadcast: Motley Fool Show
Matt Frankel, Tyler Crowe, and Jon Quast discuss Unity Software's strong progress toward a turnaround, cancelled flights expected at forty airports, and stocks on our radar. Companies discussed: U, PINS, RCL, WM, AGM. Host - Matt Frankel; Guests - Tyler Crowe, Jon Quast.
Guests: Tyler Crowe,Jon Quast
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Original Broadcast: Motley Fool Show
2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far, the market has responded well to these announcements. Except today when Meta announced the most ambitious AI capital spending plan of the Magnificent 7 companies and the market blinked. Tyler Crowe, Matt Frankel, and Jon Quast discuss Meta’s ambitious spending plan sending the stock down, Microsoft’s and Alphabet’s earnings and outlook getting mixed reviews, one year without Brian Niccol at Chipotle, and one year with Brian Niccol at Starbucks. Companies discussed: META, GOOG, MSFT, CMG, SBUX, AMZN. Host - Tyler Crowe; Guests - Matt Frankel, Jon Quast
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
Microsoft has agreed to a deal that will allow OpenAI to become a for-profit company, likely paving the way for an IPO. The tech giant’s stake will be worth $135 billion and comes with another $250 billion in cloud computing revenue. We also discuss recent jobs news and the future of AI in transportation and medicine. Travis Hoium, Lou Whitemand, and Rachel Warren discuss Microsoft’s $135 billion OpenAI stake, rolling lay-offs in Corporate America, and NVIDIA’s deals in robotics, aviation, and medicine. Companies discussed: Microsoft (MSFT), Amazon (AMZN), Target (TGT), NVIDIA (NVDA), UPS (UPS). Host - Travis Hoium; Guests - Lou Whitemand, Rachel Warren
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
We discuss how cloud outages may impact stocks beyond Amazon. Plus, GM’s great results may show how weak EV sales will be in the U.S. and how Co-CEO roles have become so popular in tech. Travis Hoium, Lou Whiteman, and Jason Hall discuss cloud outages, GM’s results and the EV future, the rise of the co-CEO, and Apple’s iPhone growth. Companies discussed: Apple (AAPL), Amazon (AMZN), Alphabet (GOOG, GOOGL), General Motors (GM), Tesla (TSLA), NVIDIA (NVDA), General Electric (GE), Walmart (WMT), Meta (META), Netflix (NFLX). Host - Travis Hoium; Guests - Lou Whiteman, Jason Hall
Guests: Lou Whiteman,Jason Hall
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Original Broadcast: Motley Fool Show
In our second quarterly call, Motley Fool CEO and co-founder Tom Gardner talked about the current market and what to do about it. Tom also shared five investment ideas. For today's Motley Fool Money episode, we're sharing the audio version of that Quarterly Call. First, where are we now? Then, what to do about it? Finally, five investment ideas. Guest - Tom Gardner
Guests: Tom Gardner
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