Original Broadcast: Motley Fool Show
Meta introduced a new pair of AI-powered glasses, Google announced a partnership with PayPal and AI updates to Chrome, and the Federal Reserve cut interest rates, but is concerned about both the economy and inflation. Travis Hoium, Lou Whiteman, and Jason Moser discuss the Fed’s rate cut, NVIDIA investment in Intel, Meta's inability to quit the metaverse, Rule Breaker investing and Google’s AI muscle. Companies discussed: NVIDIA (NVDA), Intel (INTC), Meta Platforms (META), Alphabet (GOOG, GOOGL), Tesla (TSLA), Axon (AXON). Host - Travis Hoium; Guests - Lou Whiteman, Jason Moser
Guests: Lou Whiteman,Jason Moser
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Original Broadcast: Motley Fool Show
Autonomy is advancing quickly with Waymo leading the charge, but where are there opportunities for investors? And we discuss the future for Rivian and Tesla as EV tax credits expire. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Waymo’s rapid expansion, Rivian breaks ground, Tesla’s Robotaxi challenges, and our top EV/autonomous stock. Companies discussed: Alphabet (GOOG, GOOGL), Mobileye (MBLY), Tesla (TSLA), Lyft (LYFT), Uber (UBER). Host - Travis Hoium; Guests - Lou Whiteman, Rachel Warren
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
We discuss the new iPhone’s impact on Apple’s business, whether the economy is slowing, and what Oracle’s huge move today means for investors.Travis Hoium, Lou Whiteman, and Rachel Warren discuss Apple’s newest products, jobs data and the latest on inflation, and Oracle’s blowout numbers. Companies discussed: AAPL (AAPL), Oracle (ORCL). Host - Travis Hoium; Guests - Lou Whiteman, Rachel Warren
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
Tom Slater is a partner and investment manager at Edinburgh-based investment firm Baillie Gifford. Motley Fool Chief Investment Officer Andy Cross talks with Slater about the keys to successful long-term investing. Topics discussed include finding long-term winners, managing your mindset, culture, leadership, allocation and E-commerce winners. Host - Andy Cross; Guest - Tom Slater
Guests: Tom Slater
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Original Broadcast: Motley Fool Show
The crew discusses another disappointing jobs report, the week in artificial intelligence, and a vibe check on some of the most talked about names on the market. Travis Hoium, Lou Whiteman, and Matt Frankel discuss this week’s jobs data, Anthropic’s funding, Google antitrust win, and Elon Musk’s potential trillion dollar payday. Companies discussed: Tesla (TSLA), Alphabet. OOG), Lululemon (LULU), Nike (NKE), On Holding (ONON), Figma (FIG), Coreweave (CRWV). Host -Travis Hoium; Guests - Lou Whiteman, Matt Frankel.
Guests: Lou Whiteman,Matt Frankel
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Original Broadcast: Motley Fool Show
Google shares jumped after the search giant won a big court battle that will allow it to keep Chrome, Android, and search distribution deals. Plus, we discuss the Kraft Heinz split and the IPO frenzy taking place today. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Google keeps Chrome, Kraft — Heinz split, and IPO frenzy. Companies discussed: Alphabet (GOOG, GOOGL), Kraft Heinz (KHZ), Coreweave (CRWV), Circle (CRCL). Host - Travis Hoium; Guests - Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
Elon Musk has sued Apple over its App Store practices, but the bigger news may be Apple considering acquiring some major AI startups. We also cover the government’s interest in taking equity stakes in defense companies and Fox’s weak hand as it looks for higher cable fees. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Elon Musk suing Apple, Apple’s AI future with Siri and potential acquisitions, the government’s Intel stake and (potential) defence deals, and Fox vs YouTube TV. Companies discussed: Alphabet (GOOG), Apple (AAPL), Intel (INTC), Fox (FOX). Host - Travis Hoium; Guests - Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
Lower interest rates are more than a macro headline — for some businesses, what the Federal Reserve decides to do plays an integral role for both management and investors. Analysts Emily Flippen, Jason Hall, and David Meier debate the stocks most likely to be impacted after Federal Reserve Chair Jerome Powell’s speech at Jackson Hole. Companies discussed: WD, RKT, GRBK, O, PYPL, ABNB, PAYC, TSLA; Host - Emily Flippen; Guests -Jason Hall, David Meier.
Guests: Jason Hall,David Meier
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Original Broadcast: Motley Fool Show
The retail earnings flood hit this week and it told us a lot about consumer spending, plus the market is once again buying into meme stocks and SPACs. Is this time different? Travis Hoium, Jon Quast, and Matt Frankel discuss retail earnings and takeaways for investors, Opendoor’s pop, the return of SPACs, and Meta’s new AI strategy. Companies discussed: Meta Platforms (META), Alphabet (GOOG), Dollar General (DG), NXP Semiconductor (NXPI), Walmart (WMT), Target (TGT), Home Depot (HD), Lowe’s (LOW), TJ Maxx (TJX), Costco (COST), On Holding (ONON), Nike (NKE). Host - Travis Hoium; Guests - Jon Quast, Matt Frankel.
Guests: Jon Quast,Matt Frankel
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Original Broadcast: Motley Fool Show
Market chatter about the frothiness of the AI market seems to be picking up and has hit a fever pitch with Open AI CEO Sam Altman claiming that he too sees a bubble forming. That, and earnings from retailers looking at new leadership or acquisitions to right their respective ships. Tyler Crowe, Lou Whiteman, and Rachel Warren discuss Open AI CEO Sam Altman’s comments about AI bubbles, Target and Estee Lauder under new leadership, and Home Depot and Loew’s in a race to own the building products space. Companies discussed: PLTR, CRWV, TGT, EL, HD, LOW, QXO, MSFT, AMZN, ELF, LRLCY, GOOG, GOOGL. Host - Tyler Crowe; Guests - Lou Whiteman, Rachel Warren
Guests: Lou Whiteman,Rachel Warren
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