Original Broadcast: Motley Fool Show
Elon Musk’s EV and rocket empire may be expanding into chips if recent plans to spend up to $119 billion in new chip fab facilities become reality. We discuss the implications for the industry and Musk’s companies, plus update on SaaS (Software as a Service) stocks, and what technologies have staying power for the next decade. Travis Hoium, Dan Caplinger, and Tim Beyers discuss Musk’s chip dreams, SaaS recovery, which technologies will survive the next decade, and stocks on our radar. Companies discussed: Tesla (TSLA), DataDog (DDOG), Sportsradar (SRAD), MercadoLibre (MELI), DigitalOcean (DOCN), Taiwan Semiconductor (TSM), Intel (INTC), AMD (AMD), NVIDIA (NVDA). Host — Travis Hoium; Guests — Dan Caplinger, Tim Beyers.
Guests: Dan Caplinger,Tim Beyers
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Original Broadcast: Motley Fool Show
Uber has been in the middle of the autonomy debate and recently added hotels to the mix, so we’re wondering if they can be the “everything” app built around transportation? First quarter results indicated they have the momentum to do it. We also look at results from Disney and Novo Nordisk, which had investors cheering today. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Uber’s Q1 2026 results, whether Uber can make an “everything” app, Disney’s momentum and challenges, and Novo Nordisk’s GLP-1 conundrum. Companies discussed: Uber (UBER), Expedia (EXPE), Disney (DIS), Novo Nordisk (NOVO). 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 and the team break down the changing dynamics behind earnings from four of the Magnificent 7 companies, what to make of consumer sentiment at a 60-year low, and answering a guest question about the new competition for NVIDIA chips. Tom, Tyler, and Jon discuss the markets reaction to Alphabet, Microsoft, Amazon, and Meta’s earnings report, what matters most about AI infrastructure spending, rising costs for the hyperscalers — fear or opportunity? Also, how to make sense of the lowest consumer sentiment readings of all time, what works when everyone is miserable, and NVIDIA’s customers are building their own chips — is this a problem? Companies discussed: Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta Platforms (META), Microsoft (MSFT), Micron Technologies (MU), NVIDIA (NVDA), Walmart (WMT), Target (TGT) Kroger (KR), Dell Technologies (DELL). Host — Tyler Crowe; Guests — Tom Gardner, Jon Quast.
Guests: Tom Gardner,Jon Quast
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Original Broadcast: Motley Fool Show
OpenAI reportedly missed its own growth and revenue expectations recently, and shares of Oracle and other companies with large deals with the AI giant are trading lower. The team consider the OpenAI news and much more. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss OpenAI's disappointing growth and what it means for tech investors, whether OpenAI and its rivals will be able to scale to profitability anytime soon, General Motors' latest earnings and why Matt is such a big believer, and whether investors should take the time to vote their shares. Companies discussed: ORCL, CRWV, GM, F, GOOGL, GOOG. Host — Tyler Crowe; Guests — Matt Frankel, Lou Whiteman.
Guests: Matt Frankel,Lou Whiteman
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Original Broadcast: Motley Fool Show
Earnings season is now in full swing, and we recently got a look at the latest results from Tesla (NASDAQ: TSLA) and some of the most prominent technology companies in the market. The team breaks down some of the key points investors need to know.Tyler Crowe, Matt Frankel, and Jon Quast discuss the biggest surprises from Tesla's earnings report and call, earnings from IBM, Texas Instruments, and GE Vernova — and why Progressive is down by more than 20% from the highs. Companies discussed: TSLA, IBM, TXN, GEV, PGR. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
SpaceX is buying another AI company, this time it’s Cursor. The space company has transformed itself into an AI company, but does this mean it can catch up to Google, Anthropic, or OpenAI? Plus, we cover Amazon’s move into GLP-1s and Meta’s new AI use case. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: SpaceX agrees to buy Cursor, Amazon gets into GLP-1s, and Meta’s AI spyware. Companies discussed: Amazon (AMZN), Hims & Hers (HIMS), Meta Platforms (META), Alphabet (GOOG, GOOGL). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
As earnings season gets underway, the S&P 500 has soared past 7,000 for the first time. Our team reflects on the market’s rapid rebound as well as dissects the important financial reports we’ve received so far. Trends in digital advertising and generative AI are discussed. Also, the team parses news from noise in recent press releases before ending with stocks on our radar. Jon Quast, Lou Whiteman, and Asit Sharma discuss Netflix’s Q1 2026 financial results, broad takeaways from some big banks, Meta Platforms catching up to Alphabet, Alphabet catching up to OpenAI, blah blah blah day — news from noise, the market’s new high — lessons we’ve learned, and stocks on our radar. Companies discussed: Netflix (NFLX), Alphabet (GOOG)(GOOGL), Amazon (AMZN), Meta Platforms (META), Charles Schwab (SCHW), JP Morgan Chase (JPM), Wells Fargo (WFC), Bank of America (BAC), Citigroup (C), Rocket Lab (RKLB), Caterpillar (CAT), Snap (SNAP), Broadcom (AVGO), Yum! Brands (YUM), LPL Financial (LPLA), Leidos (LDOS). Host — Jon Quast; Guests — Lou Whiteman, Asit Sharma.
Guests: Lou Whiteman,Asit Sharma
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Original Broadcast: Motley Fool Show
Jason Hall, Jon Quast, and Matt Frankel discuss financial news that investors should know about. This includes recent financial results from banking giants Bank of America (NYSE:BAC) and Charles Schwab (NYSE:SCHW), and key "picks and shovels" providers in the semiconductor industry, Taiwan Semiconductor (NYSE:TSM) and ASML (NASDAQ:ASML). They end the programme discussing three stocks they are most-looking-forward to hearing from this earnings season: Stock 1, Stock 2, and Stock 3. Jason, Jon and Matt discuss Bank of America and Schwab Q1 results, TSMC and ASML's first quarter and the implications for AI, and three stocks the team are most-looking-forward to seeing report this quarter. Companies discussed: Bank of America (BAC), Charles Schwab (SCHW), Taiwan Semiconductor (TSM), ASML (ASML), Lyft (LYFT), Uber (UBER), Goldman Sachs (GS), Nvidia (NVDA), Toast (TOST). Host — Jason Hall; Guests — Jon Quast, Matt Frankel.
Guests: Jon Quast,Matt Frankel
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Original Broadcast: Motley Fool Show
The first quarter of 2026 is in the rearview mirror and earnings season begins next week. We discuss what we’re looking for along with the latest in the world of artificial intelligence at the biggest companies in the world. Travis Hoium, Lou Whiteman, and Jon Quast discuss earnings season expectations, AI’s most dangerous moment and is Meta back in AI? Plus: home-run CEOs and stocks on our radar. Companies discussed: Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta Platforms (META), Crocs (CROX), Target (TGT), Snap (SNAP), Apple (AAPL), Nike (NKE), Disney (DIS). Host — Travis Hoium; Guests — Lou Whiteman, Jon Quast.
Guests: Lou Whiteman,Jon Quast
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Original Broadcast: Motley Fool Show
Reading Jamie Dimon’s annual letter to shareholders is one of those calendar events. For those who haven’t had time to read it, we break down some of the big takeaways from the letter as well as pushing back at some of the things we were less sure about: plus, dissecting Bill Ackman’s Universal Music Group bid and answering listener questions. Tyler Crowe, Lou Whiteman, and Jason Hall discuss Jamie Dimon’s message to JPMorgan investors, Dimon’s words of warning to the private credit market, whether rolling back bank regulations is the best idea, Pershing Square bids for Universal Music Group, Bill Ackman’s investing track record, and listener question, including: are covered call ETFs a good idea? Companies discussed: JPM, OWL, PSHZF, UMGNF, JEPQ. Host — Tyler Crowe. Guests — Jason Hall, Lou Whiteman.
Guests: Jason Hall,Lou Whiteman
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