Podcasts about goog

American multinational conglomerate

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  • Sep 9, 2025LATEST
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Latest podcast episodes about goog

Only Bourbon Fans
Blind Series Review: Part 4 - Goog's Pick ft. Pierre Bernal

Only Bourbon Fans

Play Episode Listen Later Sep 9, 2025 39:42


Goog's blind pick is on deck — and Pierre Bernal's along for the ride. Pierre talks about moving from wine to whiskey and why he's all about supporting local distilleries. The crew dives into tasting notes, takes their shots at proof and price, and lays down final ratings before wrapping things up with some fun rapid-fire questions.

"Your Financial Future" with Nick Colarossi of NJC Investments 09/06/2025

" Your Financial Future" with Nick Colarossi

Play Episode Listen Later Sep 6, 2025 59:50


The S&P 500 and the Nasdaq hit new all-time highs on Friday morning, is it time to be bullish or bearish?  We hear two very different expert opinions on the markets for the rest of 2025.  Find out about the latest stock purchases by the Pelosi family and also 8 stocks that President Donald Trump owns right now.  We also take a look at favorite AI Data Center Stocks, ETFs, and REITs from US News and World Report.

The Canadian Investor
Are Canadian Banks Priced to Perfection?

The Canadian Investor

Play Episode Listen Later Sep 4, 2025 42:00


In this episode of the Canadian Investor podcast, Simon (fresh off vacation) and Dan Kent dig into a jam-packed news and earnings episode. We start with the U.S. antitrust ruling on Google. Then we break down Alimentation Couche-Tard’s quarter which was mostly positive. We finish with earnings from TD and Royal Bank as well as our takeaways from Banks earnings this season. Tickers of stocks discussed: TD.TO, RY.TO, GOOG, ATD.TO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Geekshow Podcast
Geekshow Helpdesk: get off my smooth motion, dude!

Geekshow Podcast

Play Episode Listen Later Sep 4, 2025 63:15


Tony: -Carbonation Station: Bucked Up Miami -Electricity through osmosis: https://www.zmescience.com/ecology/japan-just-switched-on-asias-first-osmotic-power-plant-which-runs-24-7-on-nothing-but-fresh-water-and-seawater/ -Traeger Woodridge Pro Review -QLC is no longer a curse word: https://www.pcgamer.com/hardware/ssds/sk-hynixs-world-first-321-layer-qlc-flash-memory-chips-boasting-100-percent-faster-transfer-speeds-and-up-to-56-percent-greater-write-performance-will-be-in-gaming-pcs-next-year/ Jarron:  -Windows 11 is finally getting Bluetooth LE https://www.theverge.com/news/766569/microsoft-windows-11-bluetooth-super-wideband-stereo-le-audio-voice-feature -Dolby Vision 2: https://www.engadget.com/home/home-theater/dolby-announces-dolby-vision-2-expanding-picture-quality-beyond-hdr-123019504.html?src=rss -Goog can keep Chrome and Android: https://yro.slashdot.org/story/25/09/02/2119208/google-gets-to-keep-chrome-but-is-barred-from-exclusive-search-deals-judge-rules?utm_source=rss0.9mainlinkanon&utm_medium=feed Owen: -THIS is how you use a GPU(s) https://www.tomshardware.com/tech-industry/artificial-intelligence/laserweeder-packs-two-dozen-nvidia-gpus-and-lasers-to-zap-your-weed-problem-vaporizes-600-000-weeds-per-hour-with-sub-millimeter-precision-instant-laser-death-for-pesky-weeds -How do they know you're not watching youtube from work? https://www.cnet.com/tech/services-and-software/youtube-is-pausing-premium-family-plans-if-you-arent-watching-from-the-same-address/ -OpenAI IS monitoring your conversations. https://openai.com/index/helping-people-when-they-need-it-most/ Lando: -Just manipulate the AI and it will do what you want! https://www.theverge.com/news/768508/chatbots-are-susceptible-to-flattery-and-peer-pressure

NewsWare‘s Trade Talk
NewsWare's Trade Talk: Thursday, September 4

NewsWare‘s Trade Talk

Play Episode Listen Later Sep 4, 2025 20:42


S&P Futures are slightly higher this morning with economic and earnings data in focus. There are two employment reports due out this morning and the Non-Farms payrolls report is due tomorrow. President Trump will be hosting a dinner tonight that will be addended by a host of tech CEO's (MSFT, GOOG, META, ORCL, MU and others). Late yesterday, the Trump admin requested ab expedited ruling from the Supreme Court on the Trump Tariffs. President Trump is appealing Friday's tariff ruling to the Supreme Court and requesting an expedited ruling. The Senate Banking Committee is scheduled to begin hearing for the new Federal Reserve Governor nominee, Stephen Miran, today.  Health Secretary Robert F. Kennedy Jr. is scheduled to testify before the Senate Finance Committee at 10:00 am. On the earning front HPE & AEO are higher after earnings releases. CRM beat, but lower due to cautious guidance. After the bell today ACGO, CPRT, LULU IOT & DOCU are schedule to release.

Daily Stock Picks

What's the best betting app stock to buy? It's not what you think! Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - The best charting software EVER - just over $50/month with my link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.The market doesn't always give you clear signals—and sometimes the smartest move you can make is to sit in cash and avoid costly mistakes. In this video, we break down what's happening with Google, the broader Nasdaq, and why discipline and patience are just as important as timing the perfect entry.Google just posted an 8.64% jump after a major court ruling spared its dominance in the search market. On the surface, that's a huge bullish move. But when you look deeper, things aren't so simple. The market has lost its short-term and intermediate-term trends, and breadth is breaking down. That's a red flag. History shows that every crash starts with losing the 10-day, the 20-day, and the 50-day moving averages. Right now, we're on that path.Instead of chasing, this is where OVTLYR traders step back and let the charts guide them. The fear and greed index has drifted lower from highs in the 80s to the low 70s, showing weakening sentiment. That's why the best play might be cash—not because it's exciting, but because it protects your capital until the market gives you a clear setup.Here's what you'll learn in this session:➡️ Why Google's big move doesn't erase bearish signals across the market➡️ The role of market breadth, moving averages, and trend confirmation in spotting risk➡️ How sitting in cash can save your portfolio from painful drawdowns➡️ Updates coming to the OVTLYR platform, including full NYSE and Nasdaq coverage with over 2,600 stocks being added➡️ A sneak peek at new tools that analyze stock news with fear and greed scoring to give you another edge in trade planningWe also dive into the importance of patience. Buying stocks while they're “crashing up” is one thing, but buying while they're crashing down or moving sideways is a fast way to wreck your account. This video highlights why traders who follow systematic rules, monitor breadth, and wait for proven signals are the ones who survive and thrive.On top of the market insights, there's exciting news for OVTLYR users. A new screener is being built with community feedback, giving traders the ability to customize filters and see setups more clearly than ever before. And yes, gamification features are on the horizon, designed to make learning and trading both powerful and fun.So if you've been frustrated by choppy markets, this is your reminder that doing nothing can sometimes be the best strategy. Protecting your capital is just as important as making gains. When the right setup comes, you'll be ready to strike with confidence.Stick around until the end for a special segment that ties it all together—you'll walk away with a stronger understanding of when to trade, when to wait, and why OVTLYR is building the tools traders need to win with less risk.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Wall Street Unplugged - What's Really Moving These Markets
Google's antitrust case: This stock will be the real winner

Wall Street Unplugged - What's Really Moving These Markets

Play Episode Listen Later Sep 3, 2025 62:04


Are we in for another terrible September? … The Fed's big dilemma… A 'goldilocks' market for stocks… Gold's new all-time high… Alphabet's (GOOG) antitrust case… Why billions are pouring into Anthropic… And don't listen to Buffett about Kraft Heinz (KHC). In this episode: Why the Powerball is the world's biggest scam [0:58] Are we in for another terrible September for the market? [5:47] The Fed's big dilemma [8:06] We're in a ‘goldilocks' market for stocks [13:39] Gold hit a new all-time high—will the momentum continue? [17:26] The real winner of Google's antitrust case [19:38] Why Big Money investors are pouring billions into Anthropic [29:29] Don't listen to Buffett about the Kraft Heinz breakup [47:22] A lesson on entertainment from college football's Lee Corso [59:37] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Rule Breaker Investing
10 Years Later: 5 Stocks for the Next 5 Years

Rule Breaker Investing

Play Episode Listen Later Sep 3, 2025 57:03


We're launching a new series—10 Years Later—where we open a time capsule, revisit a 5-Stock Sampler on its 10th birthday, and see what really happened. First up is our original (9/2/2015) sampler, 5 Stocks for the Next 5 Years: a motley mix that spanned Latin American e-commerce, rural convenience, blockbuster gaming, frontline cybersecurity, and kitchen-tech roll-ups. Longtime Fool Rick Munarriz joins as David's sidekick to share the what, why, and when of these stocks' march through the decade. How did each of these stocks do? How about the sampler's overall outperformance? David & Rick extract the key lessons. Rule Breaker Investing isn't just about keeping score; it's about learning how (and why) we win. Companies Discussed: ATVI, CASY, GOOG (legacy of FEYE/MNDT), MELI, MIDD Sign up for The Motley Fool's Breakfast News here: www.fool.com/breakfastnews Pre-order David's upcoming Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Host: David GardnerGuest: Rick MunarrizProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Trader Merlin
Google Wins! - 09/03/25

Trader Merlin

Play Episode Listen Later Sep 3, 2025 48:28


Discord Channel: https://discord.gg/pqKsMKp6SA The gavel has come down — and Alphabet just scored a major court victory. On today's show, we'll break down the details of the ruling, what it means for Google stock ($GOOG) going forward, and how this decision could ripple across the tech sector. We'll also turn our attention to gold's meteoric rise. Is it signaling fear, inflation, or just a flight to safety? I'll dig into the charts and fundamentals to decode what this move means for traders and the broader markets. And of course, I'll share how I'm positioning around these big developments with some trade updates you can learn from. #TraderMerlin #Google #Alphabet #CourtCase #TechStocks #Gold #StockMarket #Investing #TradingPodcast #FinancialMarkets   Contact TraderMerlin: Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Clik -          TradeStation -          Tradingview

The Smattering
169. Investing Unscripted, Unscripted Part Deux

The Smattering

Play Episode Listen Later Sep 3, 2025 41:59


Jason and Jeff go completely unscripted, diving into interest rates, market uncertainty, AI hype, and personal investing strategies in a candid, wide-ranging conversation.02:40 – Reflections on the past year04:45 – Interest rates, tariffs, and recurring macro themes07:20 – The Fed, rate cuts, and market reactions13:00 – How macro noise impacts personal investing decisions15:20 – Homebuilders, housing affordability, and investment opportunities18:00 – Adapting investment process: FOMO, bubbles, and Howard Marks' advice22:00 – Market exuberance: Is it 1996 or 1999?26:30 – Pivot: Is AI overhyped? Parallels to the Internet bubble29:00 – AI's real impact, business integration, and valuation risks33:00 – Energy, infrastructure, and the limits of AI scalability35:00 – Personal portfolio management, risk, and long-term goals40:00 – Index funds, risk allocation, and retirement planning42:00 – Housekeeping, how to support the show, and closing thoughtsCompanies mentioned: AAPL, ASML, BRK.B, CRM, GOOG, META, NVDA, TSM*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

NewsWare‘s Trade Talk
NewsWare's Trade Talk: Wednesday, September 3

NewsWare‘s Trade Talk

Play Episode Listen Later Sep 3, 2025 16:18


S&P Futures are showing strong gains this morning due to positive action in technology stocks. After the bell yesterday the judge in the GOOG antitrust case released his remedy opinion and said that Google will not be required to divest its Chrome browser or Android operating system. Additionally, the ruling permits Google to continue making payments to Apple, enabling Google to remain the default search engine on iOS devices. President Trump is appealing Friday's tariff ruling to the Supreme Court and requesting an expedited ruling. Later today he is expected to meet with the President of Poland. Treasury Sec Bessent will start to interview candidates for the role as Fed Chair on Friday. The yield curve is showing signs of steepening with the 10-year Treasury note yield hovering around 4.28% to 4.30%. This follows a modest increase of about 0.03 percentage points from the previous session, marking the third consecutive day of rising yields.  On the economic from today markets will be paying attention to this morning's JOLTs report and the Fed's Beige Book in the afternoon. HQY & ZS are higher after earnings beats. After the bell today CRM, FIG, HPE, GTLB and AI are schedule to release.

The Disciplined Investor
TDI Podcasts: The Mosh Pit (#936)

The Disciplined Investor

Play Episode Listen Later Aug 31, 2025 73:27


Markets react to the chance of a rate cut. Summertime lull was anything but boring. September and October await – two of the seasonally worst months for markets. And our guest – Danielle Park, Venable Park Investment Counsel Inc. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Follow @andrewhorowitz More information available on Horowitz & Company's TDI Managed Growth Strategy With 30 years of professional consulting experience, Danielle is a lawyer, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and finance author. Danielle is a regular guest on North American media and an energetic keynote speaker on investment markets and money. She is a member of the internationally recognized CFA Institute, The Toronto Society of Financial Analysts (TSFA), and continues to be a member of the Law Society of Upper Canada. Danielle Park is the author of the best-selling myth-busting book “Juggling Dynamite: An insider's wisdom on money management, markets and wealth that lasts,” as well as a popular daily financial blog: Juggling Dynamite Danielle worked as an attorney until 1997 when she was recruited to work for an international securities firm. A Chartered Financial Analyst (CFA), she now helps to manage millions for some of North America's wealthiest families as a Portfolio Manager and analyst at the independent investment counsel firm she co-founded Venable Park Investment Counsel Inc. Over the last decade, Danielle has been writing, speaking and educating industry professionals and investors on the risks and realities of financial behaviors. Check this out and find out more at: http://www.interactivebrokers.com/ Stocks discussed in this episode - (NVDA), (GOOG), (SPY), (QQQ)

"Your Financial Future" with Nick Colarossi of NJC Investments 08/23/2025

" Your Financial Future" with Nick Colarossi

Play Episode Listen Later Aug 23, 2025 59:50


Will the Jay Powell hint of lower interest rates carry the bull market even higher?  We discuss the potential boom areas of the markets in a lower interest rate environment.  We delve into the recent success of the Frank Value Fund and review its top holdings.  We also discuss big news in Semiconductors including Intel, Nvidia, and some of the top Semiconductor ETFs right now for Growth Investors.  

Daily Stock Picks

5 stocks I think you can buy and hold for 10 years of AI gains. Plus - Powell at 10am - what to expect. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Motley Fool Money
When AI Execs Say the Market Looks Bubbly

Motley Fool Money

Play Episode Listen Later Aug 20, 2025 22:00


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 -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 Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Daily Stock Picks

The markets are just waiting for Powell's speech. Low volume, but it doesn't mean there's not opportunities. The technical indicators on some stocks are resetting for a potential move higher. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Dividend Talk
EPS 259 | Megatrends in Dividend Investing: Infrastructure, Clean Energy, Technology, & More

Dividend Talk

Play Episode Listen Later Aug 15, 2025 86:26


This week on Dividend Talk, Derek is joined by Jeremy from Dividend Stockpile to explore some of the biggest Megatrends shaping our investing future. We cover the opportunities and risks in infrastructure, clean energy, technology, and healthcare, and how dividend investors can position themselves for the next decade and beyond.You'll hear about recent dividend news from Interface (TILE) and Agree Realty (ADC), how US and European infrastructure approaches differ, why utilities like Iberdrola (IBE.MC) and Enel (ENEL.MI) stand out, and how tech giants Meta (META), Alphabet (GOOG), and Microsoft (MSFT) fit into the AI megatrend. We also look into healthcare innovation, options income strategies, and favourite finance content creators.Tickers Mentioned: TILE, ADC, O, BAM, BIP, NEE, DUK, ED, IBE.MC, ENEL.MI, ABB, DG.PA, META, GOOG, MSFT, GE, CWEN, ASML.AS, SAP, MDT, MRK, ABBV, NVO, LLY, ROG.SW, SNY, SYK, ABT, BDX, RMD, STRCChapters:00:00 – Introduction & Guest Welcome02:52 – Company News: Interface & Dividend Increases05:41 – Agree Realty & REIT Quality08:43 – Understanding Megatrends11:51 – Infrastructure as a Megatrend29:06 – Clean Energy Transition39:31 – The Rise of Technology & AI46:51 – Healthcare Opportunities01:04:06 – Options Income Strategies & High Yield Ideas01:20:06 – Favorite Finance Content Creators & Closing RemarksGet a free sample of our premium dividend newsletter! Stay ahead of the market with in-depth stock analysis here: https://dividendtalk.eu/download-your-free-samples/ Stay Updated:Twitter - @DividendTalk_Twitter - @European_DGIJoin our Facebook Community - Dividend Talk Facebook GroupJoin our Discord group - https://discord.gg/nJyt9KWAB5

Daily Stock Picks

Last day to get the Weekend Sale on Trendspider. DON'T MISS IT. This episode is great because we are in a BULL MARKET. Know what to invest in, what to trade and how to identify the differences. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Tea and Crumpets
Demise of the Switchboard Operator

Tea and Crumpets

Play Episode Listen Later Aug 6, 2025 39:44


In this episode, we provide a recap on earnings so far in Q2, which, so far, have been good enough for the market to remain near all-time highs. We also delve a little deeper into some of the megacap earnings, especially as it relates to whether accounting rules are optically improving earnings while cash flow is shrinking as spending on capital expenditures, specifically AI chips, is draining corporate coffers. To wit, free cash flow versus capex for the four biggest spenders (GOOG, META, AMZN, and MSFT) is as follows (in billions): 2024 FCF - $233 Capex - $226 2025 FCF - $207 Capex - $351 2026 FCF - $240 Capex - $445 2027 FCF - $289 Capex - $512 In other words, these businesses, which once generated massive amounts of free cash flow for things like buybacks, are becoming much more capital intensive. However, since 2021, it has been only the 10 biggest stocks that have had earnings that have exceeded inflation; the other 490 have barely kept pace with overall price increases. We also talk about inflation, specifically the shift toward the greater use of estimates versus actual inflation data, as well as the smoke signals from the economic intelligentsia hinting at a shift away from the fed's long-standing 2% inflation target. In the spirit of government estimates, we also review the recent (abysmal) jobs data, and revisions, and connect that with the demise of certain professions, which ties into the massive AI spending driving corporate earnings and capital expenditures. We close with a look at the strong recent performance of speculative stocks, the historically large nature of the volume in that trading, and why that has historically boded poorly going forward. Of particular note is the recent record flow into the Ark Innovation ETF. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

Daily Stock Picks

HUGE week to get ready for in earnings, tariffs, trade negotiations, Fed rates and more. Is Real Estate the sector to rebound now? And what could Apple and Amazon announce to push the stocks higher? Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

NewsWare‘s Trade Talk
NewsWare's Trade Talk: Thursday, July 24

NewsWare‘s Trade Talk

Play Episode Listen Later Jul 24, 2025 18:22


S&P Futures are flat to higher in the premarket. There are a host of market catalysts today including corporate earnings, a possible announcement on a U.S. EU trade deal, and an ECB announcement on monetary policy. President Trump will visit the Federal Reserve today to monitor its renovation progress. Lawmakers subpoena JPM & BAC over Chinese battery IPO, and they are asking the DoD for data that MSFT shared with Chinese engineers. Next week Tres Sec Bessent is to meet with Chinese officials for another round of trade talks. This morning's key economic data point will be the report on New Home Sales. On the earnings front, GOOG, NOW, TMUS & URI are higher after their releases. CMG, DOW HON, IBM & TSLA are lower. After the bell today, earnings releases are expected from BYD, DECK, EW, MHK and INTC.

Daily Stock Picks

I've posted a lot of winners lately including $KSS $OPEN $DAL and many others. Today - it was $NOW - up 10% with a logical buy. Find out how to find them, how to trade them and why you shouldn't be scared to BUY NOW Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Best Stocks Now with Bill Gunderson
Wednesday July 23, 2025 - Highlighting the Japanese trade deal and preview upcoming earnings from TSLA & GOOG

Best Stocks Now with Bill Gunderson

Play Episode Listen Later Jul 23, 2025 40:08


NewsWare‘s Trade Talk
NewsWare's Trade Talk: Wednesday, July 23

NewsWare‘s Trade Talk

Play Episode Listen Later Jul 23, 2025 15:15


S&P Futures are showing positive gains this morning following President Trump announcement of a trade deal with Japan. This event is creating global optimism as other countries look to finalize trade deals before the Aug 1 deadline. Talk with the EU and Tawain are scheduled for today. Later today, President Trump will unveil a sweeping Federal AI Action Plan and sign up to three executive orders intended to accelerate U.S. leadership in artificial intelligence. U.K. regulators are proposing new rules on mobile device app stores. This morning's key economic data point will be the Exhisting Home Sales Report. On the earnings front, GEV, CB, CALM, ISRG & COF are higher after their releases. TXN is moving lower after their announcement last night due to concerns on forward guidance. After the bell today, earnings releases are expected from GOOG, TSLA, IBM, TMUS, NOW, URI, CMG and ORLY.

Daily Stock Picks

Want to trade Meme stocks and make 400% in a day? Here's my formula! And FYI - it's all about finding the opportunities by scanning the markets. That's why I like Trendspider. I wrote about all of these stocks last week - $KSS $OPEN $RKT and today it's $DNUT $GPRO and others. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Daily Stock Picks

One of my BEST episodes EVER. If you're new - this is the one to listen to! If you've listened for a while, this wraps every lesson I give in a nice little summary! LAST DAY OF THE TRENDSPIDER SALE - DON'T MISS THE BEST SALE OF THE YEAR Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - SUMMER SALE FOR $9 - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Daily Stock Picks

The first name on the Epstein List is released. Plus - is $OSCR worth $13? Or is it really worth $9? Plus which earnings I'm looking at this week. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - SUMMER SALE FOR $9 - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Sound Propositions
Ukrainian Field Notes - 22 May 2025 - Roman Slavka, Eugen Gordeev, Igor Yalivec

Sound Propositions

Play Episode Listen Later Jul 17, 2025 57:15


Ukrainian Field Notes - 22 May 2025 - Roman Slavka, Eugen Gordeev, Igor YalivecProduced for Resonance FM by Gianmarco Del ReTracklistRoman Slavka - ПронеслосьKurs Valüt - KermoIgor Yalivec - MiragesParking Spot - Overthinkmaxandruh - HasretYuriy Bulichev - Pamiataii Svii Rid (feat. Goog, Kebu, Paporot)Toucan Pelican - добрий день

WALL STREET COLADA
Wall Street Fluctúa con la Inflación, Trump Apuesta por Energía e IA y Alerta con Aranceles Farmacéuticos.

WALL STREET COLADA

Play Episode Listen Later Jul 16, 2025 4:44


Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street opera mixto ante expectativa inflacionaria: Futuros sin dirección clara: $SPX plano, $US100 -0.1%, $INDU +0.1%. El mercado asimila el IPC de junio mientras se publican el IPP (0.2% m/m esperado) y resultados de $BAC, $GS y $MS. Las tasas a 10 y 2 años se mantienen estables. • Trump lanza mega plan de energía e IA desde Pennsylvania: Se anunciaron inversiones por $36B en centros de datos y $56B en energía. Hiperescaladores como $AMZN, $GOOG y $CRWV participarán. Wedbush estima un gasto de $2T en IA en los próximos tres años. • Critical Metals se dispara por avances en Groenlandia: $CRML +32.7% tras lanzar programa de perforación en Tanbreez. El yacimiento suma 22.56B toneladas y podría valer hasta $3.6B. El estudio de viabilidad y expansión del depósito Fjord generan gran expectativa. • Trump evalúa aranceles a fármacos y chips a fin de mes: Nuevas tarifas afectarían a $PFE, $MRK, $LLY, $AAPL y $SSNLF. Iniciaría con tasas bajas y subiría hasta 200%. Se esperan acuerdos bilaterales antes del 1 de agosto, con India como prioridad. Una jornada de inflación, resultados bancarios y posicionamientos estratégicos de Trump en IA, energía y comercio global. ¡No te lo pierdas!

M觀點 | 科技X商業X投資
EP216. 對科技七巨頭的投資看法 Feat. Freddy Business & Research | M觀點

M觀點 | 科技X商業X投資

Play Episode Listen Later Jul 14, 2025 127:45


【大人的加減法】 Apple Podcast: http://bit.ly/46ADw1u Spotify: http://bit.ly/44rWdDe --- EP216. 對科技七巨頭的投資看法 Feat. Freddy Business & Research | M觀點 --- M觀點資訊 --- 科技巨頭解碼: https://bit.ly/2XupBZa M觀點 Telegram - https://t.me/miulaviewpoint M觀點 IG - https://www.instagram.com/miulaviewpoint/ M觀點Podcast - https://bit.ly/34fV7so M報: https://bit.ly/345gBbA M觀點YouTube頻道訂閱 https://bit.ly/2nxHnp9 M觀點粉絲團 https://www.facebook.com/miulaperspective/ 任何合作邀約請洽 miula@outlook.com -- Hosting provided by SoundOn

WALL STREET COLADA
Bitcoin en Récord, Google Recorta Precios para el Gobierno y Tesla Solicita Licencia para Robotaxis.

WALL STREET COLADA

Play Episode Listen Later Jul 11, 2025 5:17


Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street cae por nuevo arancel a Canadá: Futuros en rojo: $SPX -0.5 %, $US100 -0.5 % y $INDU -0.5 % tras el anuncio de Trump de un arancel del 35 % a Canadá desde el 1 de agosto. Preocupa el impacto en alimentos y combustible. El Tesoro publica hoy su balance de junio (déficit estimado: $50.5B). • Bitcoin marca nuevo máximo histórico: $BTC supera los $118K impulsado por compras institucionales, apoyo regulatorio y un futuro ETF cripto de Trump Media. Suben $MSTR, $COIN y $BITF. Ether se mantiene cerca de los $3K. • Google ofrece descuentos en cloud al gobierno: $GOOG rebaja precios en contratos cloud para agencias federales, siguiendo el camino de $ORCL. AWS y Azure negocian medidas similares. El gasto cloud federal supera los $20B anuales. • Tesla solicita operar robotaxis en Phoenix: $TSLA busca permisos para operar servicios con y sin conductor. También planea expansión a San Francisco. Waymo ($GOOGL) ya opera en múltiples ciudades. El servicio de Austin aún está en piloto supervisado. • T-Mobile completa compra de UScellular: El DOJ aprueba la adquisición de $TMUS sobre $USM (clientes, tiendas y espectro). La operación aumenta la concentración en el mercado móvil (>80 % controlado por $VZ, $T y $TMUS). Una jornada con foco en activos digitales, fusiones y nuevos movimientos regulatorios. ¡No te lo pierdas!

Motley Fool Money
First Half Lookback

Motley Fool Money

Play Episode Listen Later Jul 4, 2025 42:01


For once, the big tech giants are not driving the market's returns. (00:21) 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. - Ricky's goodbye to Motley Fool Money. Then, (19:11) 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. (35:26) 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 Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Smattering
160. Finding Long-Term Value With Short-Term Tools

The Smattering

Play Episode Listen Later Jul 2, 2025 59:34


Jason and Jeff discuss how to manage long-term investment strategies with short-term information. Inspired by a Patreon member's question, they delve into the challenges investors face when trying to balance immediate news and quarterly reports with the vision of holding stocks for decades. 00:15 The Origin of Today's Topic00:53 Balancing Short-Term Information with Long-Term Goals02:17 John's Suggestion and Our Approach04:44 Identifying Long-Term Value Drivers05:03 Secular Tailwinds and Industry Analysis06:44 Challenges in Renewable Energy and EVs11:18 Competitive Advantages in Investing13:55 Economic Moats and Market Disruptions23:23 Resilience to Economic Conditions28:03 Healthcare Technology and Long-Term Trends31:50 Discussing Intuitive Surgical's Long-Term Growth36:06 Amazon's Strategic Spending and Long-Term Vision39:00 Meta's Year of Efficiency and Market Recovery40:03 Evaluating Enphase and CrowdStrike's Market Position52:56 Investment Strategies and Portfolio ExamplesCompanies mentioned: AAPL, AMZN, BA, COST, CRWD, ENPH, FSLR, GOOG, ISRG, KO, MELI, MMM, ORLY, TSLA, NIO, S, SEDG, STEM*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Daily Stock Picks

Listen to the end for a clear trade with 3 things that need to happen. GET THE TRENDSPIDER SALE HERE BEFORE IT ENDS⁠ENTER TO WIN A FREE YEAR OF TRENDSPIDER BY SIGNING UP FOR THE NEWSLETTER ⁠⁠⁠⁠⁠Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠:  with a 7-day free trial—save $60⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Motley Fool Money
Breaking Up is Hard to Do: It's Not Me, It's You

Motley Fool Money

Play Episode Listen Later Jun 24, 2025 17:44


Novo Nordisk parts ways with Hims & Hers, a financials-related stock to get on your radar and more! Jason Moser and Matt Frankel discuss: - Why Novo Nordisk is parting ways with Hims & Hers. - Waymo and Uber's big Atlanta debut. - What the potential tax deduction on autos could mean for consumers and companies. - Matt has a financials-related stock he thinks is worth a closer look. Tickers mentioned: NVO, HIMS, TSLA, UBER, GOOG, GM, ALLY, RKT Host: Jason Moser Guest: Matt Frankel Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money
Seth Godin on AI, Branding, and Attention

Motley Fool Money

Play Episode Listen Later Jun 21, 2025 56:41


Seth Godin is a bestselling author of “Purple Cow” and “This Is Strategy: Make Better Plans”. Godin is a member of the Marketing Hall of Fame and the Coordinator of The Carbon Almanac. Godin joined chief Rule Breaker David Gardner joined TMF CIO Andy Cross to discuss: - If AI has a branding problem. - How the needs for status and affiliation drive human behavior. - Alphabet's strategy problem. Companies mentioned: NKE, H, GOOG, GOOGL Hosts: David Gardner, Andy Cross Guest: Seth Godin Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. [The product advertised in this episode was loaned to TMF and was returned after a test period.] or [The product advertised in this episode was purchased by TMF.] [Advertiser] paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Acquirers Podcast
John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks | S07 E20

The Acquirers Podcast

Play Episode Listen Later Jun 12, 2025 61:02


Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Day Trading for Beginners
My First 2 Months Trading - 20% Up, Mistakes Made, Lessons Learned

Day Trading for Beginners

Play Episode Listen Later Jun 9, 2025 19:56


Hi and welcome back to the Day Trading For Beginners podcast! I'm Tyler Stokes from StokesTrades.com, and this is Season 3, Episode 6. In this episode, I share my journey of trading real money for the first time, starting in April 2025. With my portfolio up 20% in just two months, I'm happy—but I've made plenty of mistakes along the way. This isn't a true day trading strategy (despite the podcast's name), and I explain why my approach works for my busy schedule. Tune in for 6 key lessons I've learned, from the importance of patience to avoiding news-driven trades, plus tips for new traders navigating the markets.Download the 6 Month Blueprint: https://stokestrades.com/blueprintTradingView Charting Software: Start a free trial hereTraderSync Trading Journal: Visit the official website hereResources Mentioned:Portfolio updates: Trading Challenge 2025Our Community on Skool: Come join us hereWhat You'll Learn:My trading strategy: Buying at support, avoid chasing breakouts, and riding momentum.Why this isn't day trading—and how to test strategies with paper trading.Mistakes like selling too early ($HIMS, $GOOG), missing resistance zones ($TSLA, $COIN, $HOOD), and rushing entries ($OSCR).The power of patience: Letting price come to you with 1-3% entries.How charts predict moves before news, and why you should ignore noise on social media.Disclaimer: This is not financial advice. I'm sharing my personal trading experience for educational purposes.Send me some feedback!Website and Other Social Accounts:https://stokestrades.com/https://www.youtube.com/@StokesTradesJoin Our Free Community on SKOOL:https://www.skool.com/day-trading-for-beginners

Daily Stock Picks

June could be a great opportunity in a few stocks and if we pull back, it might be a "buy the dip" month. ⁠⁠SAVE ON TRENDSPIDER ⁠⁠

Motley Fool Money
The Promise of Quantum Computing

Motley Fool Money

Play Episode Listen Later May 17, 2025 40:44


The race to quantum supremacy is on. While this future will not come tomorrow, big tech companies are building to the technology's “ChatGPT moment.” Motley Fool Senior Analyst, Asit Sharma ,joins Mary Long to discuss: - The complex problems that quantum computers could solve. - How healthcare and logistics companies benefit from ultra-fast processing. - The small players and hyperscalers building the future of quantum. Companies discussed: GOOG, GOOGL, MSFT, IBM, QBTS, AMZN, RGTI, CDNS, SNPS, IONQ Motley Fool One members can access Asit's full report, “Decoding Quantum” here: https://www.fool.com/premium/4627/coverage/2025/03/19/decoding-quantum-insights-for-investors Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money
Netflix, YouTube Put Ads Up Front

Motley Fool Money

Play Episode Listen Later May 15, 2025 30:07


More 18-to-34 year olds are watching Netflix's cheapest tier than any U.S. broadcast or cable network. (00:21) Tim Beyers and Ricky Mulvey discuss: - Walmart's response to tariff uncertainty. - Netflix's booming ad business. - How YouTube is capitalizing on points of “maximum attention.” Then, (17:39) Motley Fool Senior Analyst, Karl Thiel, joins Mary Long to dive into the executive order on prescription drug prices and questions for pharmaceutical companies. Companies discussed: WMT, NFLX, GOOG, GOOGL , NVO Host: Ricky Mulvey Guests: Tim Beyers, Mary Long, Karl Thiel Engineers: Dan Boyd, Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money
ONON Fire

Motley Fool Money

Play Episode Listen Later May 13, 2025 31:30


A consumer goods company hit 40% yearly revenue growth. In this environment? (00:21) David Meier and Ricky Mulvey discuss: - Why pharma investors aren't reacting to President Trump's executive order on drug prices. - On Holding's blistering sales growth. - If Alphabet's stock deserves to be in value town. Then, (19:23) Robert Brokamp joins Ricky to discuss why investors should consider buying individual bonds. Companies discussed: ONON, NKE, UA, GOOG, GOOGL Host: Ricky Mulvey Guests: David Meier, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money
Uber Hits Gas on Autonomous Vehicles

Motley Fool Money

Play Episode Listen Later May 7, 2025 30:43


Disney's building coasters; Uber's hailing robotaxis. Which ride has the better growth engine? (00:14) David Meier and Mary Long discuss earnings from Disney and Uber. Then, (15:22), Ricky Mulvey talks with Gerard Barron, the CEO of The Metals Company, about the political hurdles TMC needs to clear in order to pick up rocks from the ocean floor. Companies discussed: DIS, UBER, GOOG, TMC Host: Mary Long Guests: David Meier, Gerard Barron Producer: Ricky Mulvey Engineer: Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money
Google Banks Ads, Chipotle Eyes Mexico

Motley Fool Money

Play Episode Listen Later Apr 25, 2025 40:01


Alphabet's ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom. (00:21) Jason Moser and Asit Sharma discuss: - Alphabet's resilient ad business, and what parts of the company might be most interesting if the break-up happens. - Tesla's rough quarter, and why the Model Y release is a key moment for the company's auto thesis. - Chipotle's burrito slowdown, how ServiceNow's government contracts are holding up, and the latest with Intuitive Surgical. (19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks. (34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe. Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE. Host: Dylan Lewis Guests: Jason Moser, Asit Sharma, Malcolm Ethridge Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money
Google Faces a Potential Breakup

Motley Fool Money

Play Episode Listen Later Apr 22, 2025 32:06


The Department of Justice is asking Alphabet to sell Chrome. (00:21) Jason Moser and Ricky Mulvey discuss: - Why Apple could lose an “easy $20 billion” from Alphabet's break-up. - General Motor's big bet on electric vehicles. - Bill Ackman's hedge fund, Pershing Square, buying a 20% stake in Hertz. Then, (16:52) Robert Brokamp answers listener questions about tariffs, capital accumulation plans, and 401(k)s. Companies mentioned: GOOG, GOOGL, AAPL, GM, TSLA, HTZ Businessweek feature on GM: https://www.bloomberg.com/news/features/2025-04-14/inside-gm-mary-barra-s-35-billion-bet-on-electric-cars Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money
Management Weighs in on the Macro

Motley Fool Money

Play Episode Listen Later Apr 18, 2025 40:01


As earnings season picks up, we're starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs. (00:21) Jason Moser and Matt Argersinger discuss: - Everything that's been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior. - Earnings results and macro commentary from United, Bank of America, Goldman Sachs, JP Morgan, and Prologis. (19:11) We're entering the age of sophisticated robotics. Daniela Rus – author of The Heart and The Chip and The Mind's Mirror – talks through the nature of developing truly autonomous robots, and how most cutting edge robotics work gets funded. (33:31) Jason and Matt break down two stocks on their radar: Alphabet and Ryman Hospitality Properties Stocks discussed: UAL, BAC, JPM, PLD, GOOG, GOOGL, RHP Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Daniela Rus Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money
Aswath Damodaran, Investing in Uncertainty

Motley Fool Money

Play Episode Listen Later Apr 12, 2025 35:20


Compared to Turkey, the United States is an ocean of stability. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Analyst Matt Argersinger caught up with Damodaran for our Market Playbook Summit. They discuss: - How politics and investing have become intertwined. - Damodaran's view on Mag7 valuations. - The role of taxes in deciding whether to buy or sell stocks. Motley Fool members can find replays from the entire event at live.fool.com. Companies discussed: TSLA, DIS, META, GOOG, GOOGL, NVDA, AMZN, AAPL, MSFT Host: Matt Argersinger Guest: Aswath Damodaran Producer: Ricky Mulvey Engineer: Rick Engdahl, Chase Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money
The Future of Google Search

Motley Fool Money

Play Episode Listen Later Mar 27, 2025 29:17


The majority of Alphabet's sales comes from search, and ChatGPT's product continues to get better. (00:21) Jason Moser and Ricky Mulvey discuss: - The 25% tariffs that the Trump administration announced for imported cars and auto parts. - How Google is trying to respond to the next era of search. - Robinhood's quest to become the everything-finance app. Then, (17:17) Anthony Schiavone joins Ricky to talk about the state of the office market, and one workplace REIT that investors may want to consider. Bloomberg article link: https://www.bloomberg.com/news/features/2025-03-24/google-s-ai-search-overhaul-racing-chatgpt-for-the-web-s-future NYTimes article link: https://www.nytimes.com/2025/03/20/business/office-market-bottom-remote-work.html Companies discussed: GM, MGA, F, TSLA, GOOG, GOOGL, HOOD, BXP, ARE Host: Ricky Mulvey Guests: Jason Moser, Anthony Schiavone Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices