Original Broadcast: Motley Fool Show
While many people are checking off items on their holiday shopping lists, we're making a list (and checking it twice) of stocks we would be happy to buy as 2025 comes to a close. Our list includes 3 giants in their respective fields, but are still Hidden Gems for investors who know what to look for. Companies discussed: LULU, GOOGL, GOOG, ABNB. Host — Jason Hall; Guests — Jon Quast, Dan Caplinger.
Guests: Jon Quast,Dan Caplinger
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Original Broadcast: Motley Fool Show
Electric vehicles were supposed to disrupt the auto industry, but sales are down, subsidies are going away, and Ford is pivoting away from EVs and taking $19.5 billion in charges to shift to hybrids. What strategy is the right one long-term? Travis Hoium, Lou Whiteman, and Rachel Warren discuss Ford’s $19.5 billion EV writedown — does Detriot have the right strategy? Plus, what’s next for Rivian and Tesla. Companies discussed: Ford (F), Rivian (RIVN), Tesla (TSLA), General Motors (GM), Lucid (LCID). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
Disney agreed to let its characters be used in OpenAI’s Sora videos, so is this a visionary move, or is Disney giving away its IP to AI? We discuss media in AI, Oracle’s recent earnings report, and ask what executive would be the dream free agent pickup for some beaten-up stocks. Travis Hoium, Dan Caplinger, and Jon Quast discuss Disney’s licensing deal with OpenAI, Oracle’s earnings and AI buildout, Lululemon earnings recap, and CEO free agent picks. Companies discussed: Nike (NKE), The Trade Desk (TTD), Disney (DIS), Block (XYZ), Oracle (ORCL), Alphabet (GOOG). Host — Travis Hoium; Guests — Dan Caplinger, Jon Quast.
Guests: Dan Caplinger,Jon Quast
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Original Broadcast: Motley Fool Show
2025 has been an above-average year for stocks. And over 300 publicly-traded companies have increased in value by 100% or more. This has our team asking the question: Which of these upward moves are legit and which could be doomed to revert back in 2026? This episode features discussions on energy, technology, real estate, and more. And our analysts aren't in perfect agreement on the outlook for these stocks in the coming year. Tyler Crowe, Matt Frankel and Jon Quast discuss solar energy and nuclear energy, quantum computing and AI trends, a real estate meme stock, and stocks on our radar. Companies discussed: LMND, MU, NXT, OPEN, QBTS, OKLO, EME, DIS, MELI. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
Netflix announced it will buy Warner Bros. Discovery’s studios and streaming assets, beating Paramount Skydance and Comcast who were also bidding for the assets. We discuss the implications for the streaming industry and winners and losers. Plus, Meta cuts spending on the metaverase and stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Moser discuss Netflix buys WBD, Mark Zuckerberg cuts metaverase spending, where will disruption come from next? Plus, stocks on our radar. Companies discussed: Netflix (NFLX), Disney (DIS), Hims & Hers (HIMS), Meta Platforms (META), Alphabet (GOOG), Delta (DAL), Salesforce (CRM). Host - Travis Hoium; Guests - Lou Whiteman, Jason Moser.
Guests: Lou Whiteman,Jason Moser
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Original Broadcast: Motley Fool Show
We’ve seen some sky high valuations among AI companies lately, and it appears that Anthropic wants to use investor optimism to go public as early as next year. Competition among Anthropic, OpenAI, and many other artificial intelligence companies is heating up and could have profound impacts on investing decisions. Tyler Crowe, Matt Frankel, and Jon Quast discuss Anthropic’s IPO, the competitive landscape of the large language models, Klarna’s Buy Now, Pay Later offering looking more and more like a credit card, and stocks on our radar. Companies discussed: CRWV, FRMI, GOOGL, NVDA, MSFT, META, RIVN, KLAR, SEZL, AMEX, V, MA, KNSL, ALMU, BMI. Host - Tyler Crowe; Guests - Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
Black Friday is finally here and this one-day holiday has somehow become a month-long event. But it’s a reminder that retailers have to play a new game and that’s driving the winners and losers in retail. Plus, we discuss the stocks we would give as gifts and what’s on our radar this week. Companies discussed: Amazon (AMZN), Alphabet (GOOG, GOOGL), Spotify (SPOT), Garmin (GRMN), Roblox (RBLX), Astera Labs (ALAB), Ferrari (RACE), GE Aerospace (GE), Berkshire Hathaway (BRK-A, BRK-B), Target (TGT), Shopify (SHOP). Host — Travis Hoium; Guests — Dan Caplinger, Asit Sharma
Guests: Dan Caplinger,Asit Sharma
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Original Broadcast: Motley Fool Show
What’s the first step in building wealth? How do we know if we’re on track financially? What does abundance look like? Motley Fool contributor Rich Lumelleau talks with Matson Money Founder and CEO Mark Matson, author of 'Experiencing The American Dream: How to Invest Your Time, Energy, and Money to Create an Extraordinary Life'. Host — Rich Lumelleau; Guest — Mark Matson
Guests: Mark Matson
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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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