Original Broadcast: Motley Fool Show
Sure, when NVIDIA announced that its board of directors had approved the largest share repurchase authorisation in the market’s history, it was going to make some headlines. But does that number really matter to a $5 trillion company? Lou, Rachel, and Tyler argue that NVDIA’s buyback may have been a little light! Plus, navigating the new reality of the defence & security industry and the mailbag. Tyler Crowe, Lou Whiteman, and Rachel Warren discuss NVIDIA’s $150 billion buy-back plan, the case for a $500 billion buy-back, NVIDIA’s AI safety plan and what the market doesn’t like, what to make of all these new defence companies, and thoughts on Klarna. Companies discussed: NVDA, GOOGL, META, AMZN, BEAG, RKLB, KLAR. Host — Tyler Crowe; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
Published:
September was Urology Awareness Month, and new research suggests bladder and bowel health remains one of the topics people still find hardest to talk about. A study of over 2,000 UK adults found people are more comfortable discussing their finances, or even their mental health and their weight. Joining Rory McGowan to discuss the findings, and how people can feel more confident seeking help, is Registered General Nurse Louise Heelan, an incontinence expert from Ontex.
Guests: Louise Heelan
Published:
At a biological level, body fat is stored energy: much the same as that portable powerbank or those batteries which energise your mobile phone or tablet when there isn't an electricity socket available; so it may help to use this metaphor when reducing body fat. But while you may feel overfed, there's no sense in leaving yourself under-nourished: those important nutrients still matter. Adam Cox provides a refreshing alternative to taking weight reduction pills!
Published:
Original Broadcast: The Business Of Film
James Cameron-Wilson is amazed by the buoyancy of the box office, boosted by a mildly-revised Avengers: Endgame at #1 which cinemagoers may be mistaken in thinking a new film. He was bored by #3 Heart of the Beast starring Brad Pitt, finding it just another wilderness movie, despite some great photography. However, #4 Sense and Sensibility is a superlative adaptation. Featuring Daisy Edgar-Jones and Esmé Creed-Miles, it excels in every department, particularly cinematography, score and screenplay. He much admired #13, the NT Live showing of The Misanthrope. He was also surprised to enjoy The Runner on Amazon Prime, a thriller set in London with Gal Gadot and Damian Lewis, which he found pulse-quickening and relevant.
Guests: James Cameron-Wilson
Published:
Original Broadcast: Gadgets and Gizmos
Steve Caplin discusses Muse, Meta's "world's first personal AI agent", which you can get in a pendant. However, he also warns of some downsides of AI agents. However, AI is good at spotting diseases, diabetes being the latest which it does by listening to voice recordings. Blood pressure can be lowered by hearing Mozart. As humans prefer robots that have facial expressions, one can now produce emotional responses – including crying. AI has been used to create a Greta Garbo advert for a ball bearing company, apparently without using her likeness. There's a collapsible cargo trailer which sounds useful. Not so the "world's first emotion-aware smart pen". The Bodleian Library is allowing OpenAI to train ChatGPT on its books. And there's a Chinese car that will give Tesla's S model a run for its money.
Guests: Steve Caplin
Published:
Original Broadcast: Thought for the Week
Quids in — Quids out: last week HM Treasury published its annual savings statistics, including their assessment of 827,000 unclaimed Child Trust Funds as at 5th April. Allowing for unilateral transfers into Junior ISAs by account providers and another six months, the current total is now very close to one million — over £2 billion in value. But the big challenge is to get CTF accounts delivered to their low-income owners, whose accounts represent 60% of this value. The Share Foundation has thus far linked over 145,000 applicants, but there's still a long way to go. Please read their annual report, also published last week. Background music: 'Missing Persons' by Jeremy Blake
Published:
Original Broadcast: This is Money
Could the personal allowance be raised to £15,570 in the Budget? That's the off-the-wall idea that emerged this week as a way of Labour nudging ahead if Andy Burnham called an early election. Georgie Frost, Simon Lambert and Lee Boyce discuss that and Simon's idea for how you could start to reform the tax system. In this episode: personal allowances, energy bills, buy-to-let and working from home, with the following timing: 2:01 — could the personal allowance rise to £15,570? 12:13 — How could Britain fix its tax system? 18:52 — Why are UK energy bills so high? 26:17 — Stock market story of the week: Airtel Money’s London listing 27:47 — Can landlords still make money from buy-to-let? 30:47 — Airbnb cameras: what are the rules? 35:55 — Working from home: is it time to get back to the office? and 45:45 — Simon’s stat. of the week: the rising cost of diesel.
Published:
Original Broadcast: Motley Fool Show
Meta had a big week as Muse continues to be the hottest product in AI and Meta Connect introduced new glasses, a VR headset, and a charm all powered by Muse. But is this another AI flash in the pan or a fundamental change in how we use technology? Plus, we discuss Oracle’s data centre problem, the best tech hardware of 2026, and TPUs in space. Travis Hoium, Lou Whiteman, and Emily Flippen discuss Meta’s New Hardware, Muse’s Future, Oracle declaring Force Majeure, ranking tech hardware, TPUs in space, and stocks on our radar. Companies discussed: Meta Platforms (META), Alphabet (GOOG), Stitch Fix (SFIX), Royal Caribbean (RCL), Oracle (ORCL). Host — Travis Hoium; Guests — Lou Whiteman, Emily Flippen.
Guests: Lou Whiteman,Emily Flippen
Published:
Original Broadcast: Motley Fool Show
Space — the final (investing) frontier? Space stocks have garnered copious amounts of investor attention as of late, and much of the success of the space economy hinges on a small handful of rocket companies bringing down the cost of launch. That could get much more complicated if SpaceX sunsets its falcon 9 rocket by 2028 as has been announced. Matt, Lou, and Tyler discuss how the industry can respond to such a change and what opportunities or risks is poses. Plus, the rate of dividend cuts is rising, and listener questions. Tyler Crowe, Lou Whiteman, and Matt Frankel discuss SpaceX’s plan to sunset the falcon 9 by 2028, who’s ready to step up in the industry, navigating the minefields of the space industry, look out for dividend cuts, and European AI Infrastructure stocks. Companies discussed: SPCX, RKLB, VOYG, FLY, KRMN, CPB, AMCR, CC, GPMT, ONL, UPS, ASML, SIEGY, SBGSY, PRYMY, CRWV, NBIS. Host — Tyler Crowe; Guests — Lou Whiteman, Matt Frankel.
Guests: Lou Whiteman,Matt Frankel
Published:
Original Broadcast: Modern Mindset
Last week was Small Business Advice Week, a chance to celebrate the thousands of local small businesses and SMEs who are the backbone of the UK economy. It’s a chance to tell the stories of those who have taken that leap and started their own business, and to talk about their journey and the work they do for their community. Rory McGowan is joined by Matthew Wilde from SWIG Finance, a company that supports small businesses across the South West.
Guests: Matthew Wilde
Published:
