Original Broadcast: Motley Fool Show
Oh yes, we’re talking all kinds of stocks! Jason Hall and Matt Frankel discuss AI stocks in the data center space (including CoreWeave), winners and losers in energy and solar from the Big Beautiful Bill and, with Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix. Then, 19 minutes in, Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent’s deals with customers like Netflix and Meta Platforms work and what keeps him up at night. Finally, 33 minutes in, Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar. Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD. Host - Anand Chokkavelu; Guests - Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer
Guests: Jason Hall,Matt Frankel,Asit Sharma,Sanmeet Deo,Dave Schaeffer
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Original Broadcast: Motley Fool Show
Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go shopping. Tyler Crowe and Matt Frankel discuss Taiwan Semiconductor’s most recent earnings report, the torrid pace of AI spending, lower mortgage rates are taking the cork off existing home sales and refinancing, insulation contractor TopBuild now does roofs, Ferrero International acquires WK Kellogg, and two stocks we’re watching this earnings season. Tickers Mentioned: TSM, NVDA, RKT, HD, BLD, QXO, KLG, KO, PEP, HSY, MDLZ, K, NSRGY, PLD. Host - Tyler Crowe; Guest - Matt Frankel
Guests: Matt Frankel
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Resorting to anger as adults can be linked to difficult childhood situations where perceived unfairness can give rise to suspecting others of malicious thinking, rather than neutral motivations where they're caught up in their own world. In contrast to what otherwise might be an instinctive reaction to defend oneself, this episode may help in remaining on the look-out for such situations for thinking differently — giving the ability to neutralise situations before they get out of hand, and to avoid instinctive frustration which can otherwise boil over.
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Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University says that it is now obvious that the welfare state begun by Lloyd George and Churchill in 1909 is on an unsustainable path and that the political cowardice of MPs has to end. The OBR has warned how vulnerable the UK's position is, yet not even Labour can get a grip on it. Tim discusses his own recently published "manifesto" as to how a failing state where nothing works can be rescued by private enterprise, pointing out the growing trend for people turning to private providers. And he highlights the massive sea change in the public's attitude towards private healthcare.
Guests: Professor Tim Evans
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Original Broadcast: The Business Of Film
James Cameron-Wilson celebrates a buoyant summer box office climbing another 42% with #1 Jurassic World: Rebirth. But despite a great cast including Scarlett Johansson and director Gareth Edwards, it is very formulaic and feels like a retread of past glories. Fiona Shaw and Emma Mackey star in #11 Hot Milk but again, despite such fine actors, it is bafflingly abtruse and so little happens, you might as well see the excellent trailer which even includes the climactic scene. On Netflix, James was disappointed by The Old Guard 2. Much as he enjoyed the first spin on immortaility this one is overbudgeted, crammed full of exotic locations and leaden.
Guests: James Cameron-Wilson
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Original Broadcast: The Financial Outlook for Personal Investors
Neil Shah of Edison Group feels BP is going through a transformation under a new management team although, like Rolls Royce, it will take time to gain traction. Reducing debt will make the company a less risky business but it is a key income provider with a progressive dividend policy and a secure income stream so its 6.5% yield is attractive. J P Morgan European Discovery Trust is indicative of the greater confidence in European economies where interest rates have stabilised. The fund has pivoted away from sector bets to stock selection and has an impressive record of finding small companies that prove to be big winners.
Guests: Neil Shah
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Original Broadcast: Gadgets and Gizmos
Steve Caplin feels sorry for the Norwegian lottery players told they'd won big, only to find it was a basic maths error. Monzo has been fined over "weak financial controls" while the gov.uk app still isn't ready. Amoral AI models gave alarming responses to being told they would be replaced, including blackmail and even contemplation of murder. Project Vend suggests AI isn't the best at operating a cafe. Humanoid robots won't be replacing professional footballers any time soon. There's a credit card-sized pen. NHS drones are going to be more prolific overhead in London. And mould from a tomb has been found to contain cancer-killing molecules.
Guests: Steve Caplin
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Original Broadcast: Thought for the Week
A comment article in The Times last Friday was headed, 'Starmer and Reeves must change to survive' — but which way? The backbench Labour MP uprising called for even more State spending, but the bond market and the July 22nd ‘Cost of Government Day’ say no — the public sector is already much too big. Of more concern is their preference to go for the 'stick' of welfare reduction rather than the 'carrot' of empowerment through individual ownership and freedom for all, drawing a sharp contrast between this Labour Government and that of Tony Blair and Gordon Brown two decades ago. Background music: 'Hopeful Freedom' by Asher Fulero Image: happier days, from Wikimedia
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Original Broadcast: This is Money
Georgie Frost, Simon Lambert and Lee Boyce consider how your money has been impacted by the first 12 months of the Labour Government: the good, the bad and the ugly. It's now looking almost inevitable that the limits on Cash ISA investment will be cut, and the team look ahead to the prospect of more tax rises on the way. Meanwhile, the IFS plans to sort out the state pension, and they discuss a key question for those looking to move home: what's putting people off buying your house?
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For once, the big tech giants are not driving the market’s returns. Motley Fool Senior Analyst, Anthony Schiavone, and Motley Fool Asset Management’s Chief Investment Strategist, Bill Mann, join Ricky Mulvey to discuss American equity markets reaching all-time highs, the surprising performance of dollar stores, what the passage of The Big Beautiful Bill means for EV makers and the federal deficit and Ricky’s goodbye to Motley Fool Money. Then, 19 minutes in, Motley Fool Canada’s Jim Gillies joins Ricky to discuss speculation in the market and to shine a light on five stocks to keep an eye on. Finally, 35 minutes in, Bill and Anthony discuss two radar stocks, Alphabet and Target. Companies discussed: MSFT, META, TSLA, DG, MEDP, LULU, SMPL, ATGE, KTB, TGT, GOOG, GOOGL. Host - Ricky Mulvey; Guests - Bill Mann, Anthony Schiavone, Jim Gillies
Guests: Bill Mann,Anthony Schiavone,Jim Gillies
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