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In today's episode, Kyle Grieve and Shawn O'Malley revisit Alphabet nearly two years after Shawn's original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure. They walk through what changed across Search, YouTube, Cloud, and Waymo, and unpack why the market's fears around AI disrupting Google were largely unfounded. Along the way, they dig into how Alphabet is funding its buildout, what that means for shareholders, and which questions will determine whether this evolved version of the business is actually better. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:41) Why Shawn's original Alphabet thesis needed a revisit (00:06:55) How the AI-kills-search narrative played out in reality (00:30:28) Why Google Cloud's margins surprised skeptical investors (00:43:48) How Waymo went from afterthought to major asset (00:49:44) How Alphabet's AI spending flows through its earnings (01:03:12) What Berkshire Hathaway's growing stake signals about the company (01:03:47) Why Alphabet paused buybacks and started raising equity (01:07:15) Which unresolved questions will define Alphabet's next few years (01:13:13) Whether Kyle & Shawn will add to their Alphabet in the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Portfolio Review Submit Tool. Our original podcast deep-dive on Alphabet. Check out our previous Intrinsic Value breakdowns: SpaceX, Microsoft, Meta. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Superhuman References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Consumer data is still strong, but companies are telling us a different story. Sales are down, guidance has been rough, and with oil and interest rates rising what's the future for the consumer? Plus, we discuss this week's AI ups and downs and the stocks on our radar. Travis Hoium, Lou Whiteman, and Dan Caplinger discuss: - Are Consumers OK? - Interest Rate Takes - AI This Week - Bargain Stocks - End of an Era - Stocks On Our Radar Companies discussed: Nike (NKE), Lululemon (LULU), Deckers Outdoor (DECK), On Holding (ONON), Lennar (LEN), DR Horton (DHI), Toll Brothers (TOL), Meritage Homes (MTH), Chipotle (CMG), Sweetgreen (SG), Dutch Bros (BROS), Wendy's (WEN), Wingstop (WING), GM (GM), Ford (F), Ferrari (RACE), Tesla (TSLA), Meta (META), Alphabet (GOOG, GOOGL). Host: Travis Hoium Guests: Lou Whiteman, Dan Caplinger 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
In today's episode, Kyle Grieve and Shawn O'Malley revisit Alphabet nearly two years after Shawn's original pitch, tracing how the company transformed from a cash-rich, buyback-driven business into an aggressive spender on AI infrastructure. They walk through what changed across Search, YouTube, Cloud, and Waymo, and unpack why the market's fears around AI disrupting Google were largely unfounded. Along the way, they dig into how Alphabet is funding its buildout, what that means for shareholders, and which questions will determine whether this evolved version of the business is actually better. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:02:03) Why Shawn's original Alphabet thesis needed a revisit (00:05:55) How the AI-kills-search narrative played out in reality (00:32:00) Why Google Cloud's margins surprised skeptical investors (00:45:27) How Waymo went from afterthought to major asset (00:51:27) How Alphabet's AI spending flows through its earnings (01:09:06) What Berkshire Hathaway's growing stake signals about the company (01:09:42) Why Alphabet paused buybacks and started raising equity (01:13:11) Which unresolved questions will define Alphabet's next few years (01:19:06) Whether Kyle & Shawn will add to their Alphabet position in the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive The Intrinsic Value Mastermind Community. Track The Intrinsic Value Portfolio. Learn more about how to join us in NYC for our Intrinsic Value Conference. Portfolio Review Submit Tool. Our original podcast deep-dive on Alphabet. Check out our previous Intrinsic Value breakdowns: SpaceX, Microsoft, Meta. Follow Kyle on X and LinkedIn. Follow Shawn on X and LinkedIn. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses through The Intrinsic Value Newsletter. Check out The Investor's Podcast Starter Packs. Follow our official social media accounts: X | LinkedIn | Facebook. Try our tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Monarch Plus500 Scribe Plaud Netsuite References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Tesla (TSLA) continues to demonstrate strong demand even though people's opinions on the stock are polarizing, says Landon Swan of LikeFolio. His firm's data shows a strong ramp up in the Mag 7 giant's robotaxi growth even as Alphabet's (GOOGL) Waymo holds a substantial lead. Landon outlines the "very bullish" green lights this data signals for Tesla and why Uber Technologies (UBER) and Lyft Inc. (LYFT) face a foggy road ahead. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Shares in Lyft Inc. (LYFT) hit the brakes after Guggenheim downgraded the stock to neutral from buy and lowered its price target. George Tsilis explains why the analyst is easing its foot off the gas for Lyft. He then turns to a pair of price target hikes in Alphabet (GOOGL) and Salesforce (CRM), as analysts tied to those stocks see AI momentum benefitting both stocks. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
We're likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they'll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travis Hoium, Lou Whiteman, and Matt Frankel discuss: - AI Moats - Fragile Competitive Advantage - Valuing AI Stocks - Metrics to Watch - Stock Opportunities Companies discussed: Meta Platforms (META), Alphabet (GOOG, GOOGL), SpaceX (SPCX), Modine Manufacturing (MOD), NVIDIA (NVDA), Microsoft (MSFT). Host: Travis Hoium Guests: Lou Whiteman, Matt Frankel 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
Jason and Jeff revisit their popular 2023 thought experiment to build a brand-new five-stock portfolio designed to hold through 2036. After reviewing how a massive 400% surge in Taiwan Semiconductor carried their original picks past the S&P 500, the hosts lay out their updated high-conviction roster. They break down the rapid store expansion of Mexican discount grocer BBB Foods, the secular land and housing tailwinds powering Green Brick Partners, the skilled nursing consolidation runway at CareTrust REIT, and debate whether to round out the portfolio with steady cash-flow giant ASML or speculative battery play QuantumScape. 00:46 Redux Setup Five Stocks 03:09 Housekeeping Speed Run 04:37 Old Picks Performance Review 07:54 Swaps and Digital Realty 10:03 MercadoLibre Surprise Factor 15:02 New 10 Year Framework 19:12 MercadoLibre Still Core 20:32 BBB Foods Growth Thesis 25:01 Store Growth Debate 27:12 Housing Market Weirdness 29:55 Green Brick Pick 31:55 Why Not Earlier 34:20 CareTrust REIT Thesis 39:14 Valuation And Run Up 42:07 ASML Or QuantumScape 47:46 Portfolio Rules Fight 49:42 Listener Picks Wrap Up Companies mentioned: ASML, BN, BOC, COST, CTRE, DLR, FTNT, GOOG, GOOGL, GRBK, HD, MELI, NVDA, O, ORLY, QS, RHP, RKLB, TBBB, TSM Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices
The dominant story of the past week has been the wave of leaders in the AI space warning about the pace of frontier models and their fear of them getting “out of control”. While that may be true, there may be other reasons why they're all sounding the alarm at this precise moment. Travis, Rachel and Tyler take a look at some of the less said reasons why this appers to have hit a fever pitch and whether that changes how investors should view the upcoming Anthropic and OpenAI IPOs. Plus, an investing trend palette cleanser and how to view dividends. Have a question? Email us; podcasts@fool.com Tyler Crowe, Rachel Warren, and Travis Hoium discuss: - OpenAI, Anothropic, and more sound the AI alarm - A safety problem or a business fundamentals problem - Consumer discretionary stocks: Value or value trap? - AI accelerating drug discovery - Mailbag: How important are dividends? Companies discussed: GOOGL, AMZN, NVDA, AVGO, AMZN, MEDP, IQV, KRYS, MRNA, KNSA, DIS Host: Tyler Crowe Guests: Travis Hoium, 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
Cheap calls are on the menu as Mark Longo, Andrew "The Rock Lobster" Giovinazzi, and Mike "Uncle Mike" Tosaw dive into unusual options activity in Dave & Buster's (PLAY) and Banco Bradesco (BBD). Is somebody betting on a turnaround in PLAY ahead of earnings? And when it comes to these cheap stocks, are you better off buying the calls or just owning the shares? The crew also breaks down a surprisingly resilient market as Treasury yields climb and traders brace for the Fed. Plus, they examine heavy VIX options activity and the latest options action in NVDA, AAPL, TSLA, META, GOOGL, INTC, MSFT, AMZN and MU. Then Uncle Mike heads to the Strategy Block to explore using covered calls on bond ETFs like IEF to potentially generate additional income.
Alphabet (GOOGL) is "a winner forever" in the tech space, argues LikeFolio's Andy Swan, making the case that the Mag 7 giant's expanding CapEx into data centers is long-term bullish for the company. While Alphabet is spending around $200 billion in 2026 for AI infrastructure, he argues its $500 billion backlog justifies the spending. He uses consumer data gathered by his firm to gauge how demand for cloud adds to the bigger picture.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Chris McMahon says the selling action in tech during Monday's session was "reasonable" following a strong run higher in a lot of names across the space. That said, he sees rallies ahead for Mag 7 names. In Apple (AAPL), Chris believes the company's suite of new tech products led by iPhone Duo adds muscle to the Big Tech giant's growth trajectory. He names Microsoft (MSFT) and Alphabet (GOOGL) as other stocks to watch. As for the calls to slow down AI development, Chris makes the case it will actually increase.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Meta unveiled the Muse app this week and it may be a turn in how consumers use AI. It's a personal assistant that can read your email, update your calendar, and do tasks in the background. But will consumers care? Plus, Apple unveiled the new Duo phone and consumers feel the pressure from higher prices. Travis Hoium, Lou Whiteman, and Jason Hall discuss:- Meta Muse- Consumer AI Adoption- Apple Duo- Time Machine- Inflation Data- Stocks On Our Radar Companies discussed: Meta Platforms (META), Apple (AAPL), Alphabet (GOOG, GOOGL), TJX Companies (TJX), Howmet Aerospace (HWM), Tesla (TSLA), Disney (DIS), Uber (UBER), Costco (COST). Host: Travis HoiumGuests: Lou Whiteman, Jason HallEngineer: Bart Shannon 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
Meta has fallen behind the other frontier labs recently, but that may have changed on Wednesday when the company introduced the Muse app. Muse will do everything from answer emails to update your calendar and even shop for you all with the context of your personal data. We answer if this is a game-changer or another incremental change. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Meta Muse- Meta's Data Problem- Consumer AI- Adoption Timelines- AlphaGenome- AI in Health Companies discussed: Meta Platforms (META), Alphabet (GOOG, GOOGL), Shopify (SHOP). Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth 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
Ali Mogharabi believes Alphabet (GOOGL) has the edge over Meta Platforms (META) when it comes to building a full AI stack with monetization capabilities. That said, Ali makes the case Meta's Muse AI will offer more profit opportunities even as Google Cloud takes market share. Angelo Zino adds that Alphabet is proving its CapEx is turning into viable AI-centric profits. He notes security concerns will serve as a lasting headwind for Meta. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
John Blank remains skeptical on Oracle's (ORCL) substantial weakness into Thursday's earnings even though the stock took a beating from last year's highs above $300. He weighs concerns on bullish expectations pointing to Oracle delivering on its massive backlog while it juggles ballooning CapEx. Another key concern John has: competition from already existing Big Tech giants that include names like Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Apple's folding phone announcement sends the stock on a wild intraday ride and drives massive options activity. Meanwhile, Meta surges on renewed AI enthusiasm, Tesla takes the top spot on the options volume leaderboard, and NVIDIA finds itself bumped down the rankings. We break down the hottest options action across AAPL, TSLA, META, NVDA, MU, INTC, AMD, AMZN, GOOGL and more on this episode of The Hot Options Report. For more options data and unusual activity, visit TheHotOptionsReport.com.
iOS 27 is the most important announcement Apple (AAPL) announced at its "Surprise and Shine" event, says David Nicholson of Futurum. He makes the case that the update will amplify Siri capabilities in ways investors are underpricing right now. David also weighs on whether using Alphabet's (GOOGL) technology is a plus for its AI strategy or serves as a hinderance to future developments. As for the iPhone Duo, David expects it to sell well but doesn't see it as a massive mover for the Mag 7 stock. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Market Complacency, Private Credit, FOMO Insurance. Fed Policy, Bond Buybacks, Operation Twist. Commodity Crunch, Hidden Volatility, Market Sinkhole – want more? Listen to this episode and you may find out about what lurks underneath the surface… Looking into the WHO CARES economy with our Guest- IBKR's Chief Market Strategist – Steve Sosnick. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Steve is the Chief Strategist at Interactive Brokers. He also serves as Head Trader of IBKR Securities Services, the firm's trading division (formerly known as Timber Hill), and is a Member of Interactive Brokers Group, the firm's holding company. Steve has held numerous roles in the organization since joining Timber Hill in 1995 as Equity Risk Manager and an options market maker. He led the firm into Canada in 1998 and managed Timber Hill Canada throughout its existence. Much of Steve's career was spent quietly developing and implementing algorithmic and electronic trading strategies for stocks and options before moving into a more visible role as Chief Options Strategist and later Chief Strategist. Steve has guest authored several columns in Barron's and made numerous live appearances on Bloomberg TV and Radio, CNBC. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (GLD), (SLV),(AAPL), (BX), (CVX), (GOOGL), (IBM), (IBKR), (META), (MSFT)
Bond yields are climbing, energy prices are surging, and central banks are being forced to navigate an increasingly complicated inflation picture. Simon and Dan break down what the bond market may be signaling and why higher long-term yields matter even if the Bank of Canada keeps its policy rate unchanged. They discuss the potential impact on Canadian housing, rental construction and mortgage financing, along with why inflation-adjusted home prices can continue falling even when nominal prices stabilize. They also look at the sharp increase in diesel prices and refinery margins, what higher transportation costs could eventually mean for consumers, and whether households have enough room left to absorb another round of price increases. The conversation then turns to monetary policy following the latest Bank of Canada decision and Kevin Warsh’s Jackson Hole remarks, before digging into one of the biggest risks surrounding the AI boom: financing. With hundreds of billions being poured into AI infrastructure, rising borrowing costs and increasingly interconnected financing arrangements could become a major vulnerability. Simon and Dan discuss what happens if AI companies ultimately generate less revenue than expected, whether hyperscalers could be left with excess capacity, and why enormous technological breakthroughs can still coincide with massive capital destruction for investors. Stocks/ETFs discussed: NVDA, MSFT, GOOGL, ORCL, TSLA, WMT, TGT, HD, LOW, DLTR, L.TO, DOL.TO. Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website 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.
Alphabet (GOOGL) is an all-weather stock built for the long term. Geoff Nielsen, Chief Digital Officer of Info-Tech Research Group, details how the company's diversified portfolio positions it for continued growth and resilience. He explains how Alphabet's strategic investments in AI are poised to enhance its core offerings. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Broadcom (AVGO) beat on the top and bottom line but didn't meet Wall Street's mark for guidance. As Marley explains, the company showed enough strength to reassure investors that the AI trade is accelerating, though customer concentration with companies like Alphabet (GOOGL) present growing risks. Joe Tigay offers an example options trade for Broadcom. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Tesla is having a Robotaxi day tomorrow and we still don't know details about the event. But that doesn't mean investors aren't expecting a lot nearly two years after the Robotaxi was first announced. We discuss the implications for Tesla and why the competition may not be worried. Plus, we cover Dell's incredible run. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Tesla's Robotaxi Day- What We Need to Hear- AV Competition- Vision vs LiDAR- Dell's Earnings- AI Momentum Companies discussed: Tesla (TSLA), Alphabet (GOOG, GOOGL), Dell (DELL). Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth 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
Broadcom (AVGO) is expected to grow 80% year-over-year, says CFRA's Angelo Zino, though he tells investors to watch for entrenchment in the company's TPU business. Growth in that part of Broadcom's business is something he believes will extend its growth runway. Angelo adds that it's important existing customers like Alphabet (GOOGL) and Anthropic spend more with the Big Tech firm down the road.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
In this episode of The Canadian Investor Podcast, we do a deep dive on two companies we haven’t covered much before: Royalty Pharma and AppLovin. We start with Royalty Pharma, a unique business that finances pharmaceutical and biotech products in exchange for future royalty streams. We break down how the business model works, why it has similarities to precious metals royalty companies like Franco-Nevada, and how investors should think about portfolio receipts, cash flow, milestone payments, drug approval risk, concentration risk and capital allocation. We then turn to AppLovin, one of the most talked-about stocks in the market. We look at how its AI-powered mobile advertising platform works, why the company generates extremely high margins with minimal capital expenditures, and what makes the business so profitable. We also discuss the risks facing AppLovin, including slowing growth, competition from Meta, Apple and Alphabet, concerns raised by short sellers, and why the market is having such a hard time valuing the company after a massive run-up and sharp drawdown. Tickers discussed: RPRX, APP, FNV.TO, WPM.TO, ISRG, META, GOOGL, GOOG, TTD Subscribe to our Our New Youtube Channel! 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.
Adam Lampe believes there's still plenty of upside potential in markets even as the macro front faces a new test in renewed tensions between the U.S. and Iran. In the tech space, he says Alphabet (GOOGL) remains a key AI play "even as the market writes its own obituary" for some aspects of the company. Adam names Broadcom (AVGO) as another key stock to watch. He then turns to the broader energy trade and the need for more power as the AI buildout accelerates. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Operating Twist becomes Operation FAIL. NVDA Earnings and other interesting stuff. We get into the real facts about our oil reserves. Asset Allocation finally explained with our guest -Tom Nelson, Senior Vice-President and head of asset allocation portfolio management at Franklin Templeton. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee. He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates. Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm’s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams. Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association. Check this out and find out more at: http://www.interactivebrokers.com/ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour → www.thedisciplinedinvestor.com Follow @andrewhorowitz Stocks Mentioned in the Episode: (NVDA), (DELL), (SNDK), (MU), (MSFT), (AAPL), (AMZN), (META), (GOOGL), (XOM), (CVX), (BTC-USD), (GLD), (SLV)
Marvell (MRVL) will report earnings Thursday evening after Nvidia (NVDA) waved a green flag for the AI trade. Stephen Sopko explains how Marvell serves at a critical juncture of the AI trade and ways it can capitalize on earnings growth as tech evolves. He adds that the company's new partnership with Alphabet (GOOGL) offers a chance to compete with peers like Broadcom (AVGO).
Molly Pieroni turns to two very different stocks that she sees having lots of value in the current stock market. For U-Haul (UHAL), she believes the company's services and staple name gives it enough of a moat to withstand inflation concerns. On Alphabet (GOOGL), Molly sees something similar with the Mag 7 giant's suite of tech products and potential to accelerate off AI innovation.
Meta Platforms has been the subject of several lawsuits. By some estimates, the potential fines for these lawsuits were as high as the market cap of the entire company. Today, the company settled several of these high-profile lawsuits for $18 billion and for several changes to its social media apps. Lou, Rachel, and Tyler dig into the details of the settlement and how it will impact Meta. Plus, Intuit's earnings and the listener mailbag. Have a question? Email us; podcasts@fool.com Tyler Crowe, Rachel Warren, and Lou Whiteman discuss: - Meta's $18 billion settlement - Was this a “best case scenario” for Meta? - Intuit's earnings: SasSpocalyse or corporate complacency? - Mailbag: Will Uber's European fines impact its future? Companies discussed: META, GOOGL, INTU, UBER Host: Tyler Crowe Guests: Matt Frankel, 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
In this August 2026 Mailbag, Jason and Jeff tackle listener questions on high-conviction stocks gone wrong, unpacking the deceleration and agency friction at The Trade Desk. They explore how co-host overlap can lead to borrowed conviction, discuss what to do when you feel "stuck" in a frothy market, and analyze QuantumScape's shift toward data center power storage and licensing partnerships with Honda and Volkswagen. 04:24 Trade Desk Conviction Lessons 14:01 Valuation Regret And CEO Signals 18:52 Portfolio Overlap And Bias 22:57 Public Disagreements And Recent Buys 23:57 Valuation Debate Winmark 25:03 Rocket Lab Regret 26:02 Building Positions Slowly 27:51 Selling Rocket Lab Puts 30:02 Feeling Stuck Investing 32:56 Do Nothing Discipline 35:31 QuantumScape Honda Red Flag 36:18 QuantumScape Licensing Model 39:55 Verticals Mission Creep 44:50 Position Sizing Fun Bets Companies mentioned: AMZN, APH, GLW, GOOG, GOOGL, HMC, KNSL, META, MRNA, NFLX, NNI, NU, QS, RKLB, SE, SOUN, TTD, VWAGY, WINA Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** 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 ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices
Nvidia (NVDA) earnings took the attention of Wall Street on Wednesday, though Marvell (MRVL) earnings Thursday will add more color to the full picture for AI chipmakers. Derek Yan says investors are underappreciating the data connectivity side of Marvell's business. That said, he sees the company's recent custom silicone partnership with Alphabet's (GOOGL) Google as a significant tailwind. The dilution from that deal is a headwind Derek sees but one that will pay off in the long-term.
Jeffrey Small sees an elevated risk of a correction in the coming weeks, as he outlines risks on both the macro and micro fronts. As for Nvidia (NVDA) earnings, he expects the company to beat and raise. While the Mag 7 giant has traditionally sold off after the report, Jeffrey sees a rally happening this time around. He offers his bull cases in Microsoft (MSFT) and Alphabet (GOOGL) due to AI anchoring future growth prospects.
Alphabet (GOOGL) "owns the mine, the shovel factory," and just about everything it needs to lead the AI race, argues Tiffany McGhee. However, she says the Mag 7 giant's negative free cash flow raises a yellow flag. Stephanie Walter agrees that Alphabet's breadth is the strongest sticking point for forward momentum, though points to confusion on how it uses AI as the biggest concern.
Charles Schwab's Joe Mazzola gauges AI chip volatility in the U.S. and aboard, noting the South Korean KOSPI's rampant swings as more extreme than those in the PHLX Semiconductor Index (SOX). He discusses activity "above the surface" of the index level to volatile moves below as investors parse out winners and losers in the space. Marvell's (MRVL) new deal with Alphabet (GOOGL) added to those discussions Wednesday. Joe also touches on Nvidia's (NVDA) stock "decoupling" from the stock market.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Dryden Pence returns to the Watch List and walks investors through some of his top stock picks, which includes Nvidia (NVDA), a company he calls a "pivotal chokepoint" in AI. He doesn't see the AI trade slowing down and sees Nvidia capitalizing on every aspect of the industry. He also likes Microsoft (MSFT), Amazon (AMZN) and Alphabet (GOOGL) in the Mag 7. He taps Keysight Technologies (KEYS), Teradyne (TER), and Lumentum (LITE) as strong developing tech firms. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Qwen is the story of Alibaba's (BABA) growth, says Dave Nicholson of Futurum. He adds that it raises "huge price pressure" concerns for Alphabet (GOOGL) and Meta Platforms (META) as Alibaba's model threatens to take more market share. Dave examines some of the other biggest names in Chinese tech, including Baidu (BIDU), as investors express concerns of increased CapEx and shrinking ad revenue. He then turns to JD.com (JD) as a more "traditional" company. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Is Michael Burry right that Berkshire Hathaway isn't investable? (0:45) - Should You Follow Micheal Burry Investments? (11:50 - Top stock investment For Your Portfolio Right Now (31:00) - Episode Roundup: BRK.B, GOOGL, JBL, WHR
Megan Brantley of LikeFolio calls her firm's data on Alphabet's (GOOGL) Google Cloud "the most interesting" of the Mag 7 giant's businesses. The 30-day moving average of demand has fallen slightly while Microsoft (MSFT) Azure and Amazon (AMZN) AWS both grew significantly more. That said, Megan points to Alphabet's "tremendous user base" across its business arms offering long-term muscle. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Is Michael Burry right that Berkshire Hathaway isn't investable? (0:45) - Should You Follow Micheal Burry Investments? (11:50 - Top stock investment For Your Portfolio Right Now (31:00) - Episode Roundup: BRK.B, GOOGL, JBL, WHR podcast@Zacks.com
In this episode of The Canadian Investor Podcast, we break down another busy week of earnings, acquisitions, and market news. We start with Jamieson Wellness, which received a takeover offer from Japan’s Kirin Holdings shortly after we highlighted it as one of our stocks to watch. We discuss the deal premium, why smaller Canadian companies continue to attract acquirers, and what this says about valuations in the Canadian small-cap market. We then look at Air Canada selling a 25% stake in Aeroplan to a consortium led by Blackstone and La Caisse, and why the airline is using the deal to strengthen its balance sheet while keeping control of one of its most valuable assets. From there, we discuss the H&R REIT and GO Residential transaction, Wheaton Precious Metals’ strong quarter, GoEasy’s continued challenges in subprime lending, and Canadian Natural Resources’ huge free cash flow quarter as oil prices remain elevated. We also cover Berkshire Hathaway’s latest results, including its cash pile, stock purchases, buybacks, and new Alphabet position, before wrapping up with Restaurant Brands International and what Burger King, Tim Hortons, and Popeyes are saying about the consumer. Tickers discussed: JWEL.TO, AC.TO, HR.UN.TO, GO.U.TO, WPM.TO, FNV.TO, GSY.TO, CNQ.TO, BRK.B, GOOGL, GOOG, QSR.TO, QSR Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website 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.
"We've seen a strong shift in company selling compute versus buying compute," says Noah Kann. He points out Alphabet (GOOGL) signaling negative free cash flow in earnings and its following stock sell-off as an example. Noah says it's all about the race to create the first "true" AI model that will generate phenomenal profits. Nvidia (NVDA) and several financial firms seek to finance $500 billion to AI infrastructure as a way to ease these woes, giving the Mag 7 giant a "kingmaker" role.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
In this episode, Jason and Jeff sit down with Joe Magyer of Seaplane Ventures to explore how generative AI has completely rewired the startup investing landscape. The trio discusses how tools like Claude and ChatGPT have drastically lowered the cost of building software, the heavy consolidation of capital into frontier labs like Anthropic and OpenAI, and why genuine domain expertise and network effects are more valuable than ever for venture capitalists navigating an AI-native world. 01:36 Why AI Changes VC 03:55 VC Concentration Shift 06:05 Cheaper Startup Building 08:42 More Pitches to Sift 11:24 Using AI for Diligence 14:28 Human Edge and Alpha 20:41 Culture and Expertise Future 27:38 Apprenticeships and Jobs 32:06 AI Jobs History 34:19 Venture Hit Rates 37:52 Defensibility Network Effects 40:07 VC Consolidation Debate 43:14 Founder Leverage Value Add 46:20 Portfolio Support Metrics 49:36 AI Costs Falling Fast 54:47 Next Trillion Giants 57:24 Where To Find Joe Companies mentioned: AAPL, EBAY, GOOG, GOOGL, META, UBER Find Joe at https://www.seaplaneventures.com/ Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** 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 ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices
In this August 2026 First Fridays live stream, Jason and Jeff break down the latest earnings season chaos, exploring why Lemonade dropped despite hitting its lowest gross loss ratio ever. They analyze Twilio's massive 35% post-earnings pop, debate whether The Trade Desk's open internet thesis is officially broken, and review their 2026 Portfolio Contest standings. Plus, the duo discusses Kinsale Capital's underwriting discipline, speculative quantum computing plays, and potential market black swans. 00:31 Splitting Wood Talk 02:30 Podcast Intro Bits 03:28 Jeff Has Girl Hands 05:02 Show Agenda Setup 05:49 Market Vibes Check 09:36 Hydration Hat Jokes 10:25 Lemonade Earnings Breakdown 16:31 Twilio Pops Off 20:40 Juiced Earnings Debate 25:13 Short Interest Downturn Risks 26:47 Leverage Crash Scenarios 27:40 Rate Hikes and Inflation 29:33 Hair Dye Poll Break 32:34 Portfolio Contest Update 37:52 Trade Desk Postmortem 44:45 Surprising Contest Winners 47:19 Kinsale Insurance Debate 51:04 Quantum Computing Bets 54:44 Options Put Selling Rules 55:52 Poll Results and Sign Off Companies mentioned: AFG, ALL, AMZN, APH, BRK.B, CRWD, DAVA, DDOG, GOOGL, IBM, IONQ, KNSL, LEN, LMND, MELI, MRNA, NOW, NVDA, PGR, PYPL, SOUN, TREX, TTD, TWLO, UPST Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** 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 ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices
In this recurring segment, Jason and Jeff let an AI randomly select six stocks from their personal portfolios for a rapid-fire review. The hosts deliver a one-sentence thesis, a bear case, and a final "buy or pass" verdict for Arista Networks, Ferrari, Rocket Lab, Alphabet, Mercado Libre, and Starbucks. They debate the risks of AI slowing down for Arista and Alphabet, weigh Ferrari's massive operating margins against its valuation, explore Rocket Lab's upcoming Neutron launch, and discuss whether Starbucks can reclaim its former glory. 01:25 Rules and Stock Randomizer Setup 03:20 Who Goes First AI Coin Flip 04:49 Arista Networks 05:37 Arista Risks Valuation and Space Bet 12:49 Jason Weighs In on Arista 15:00 Ferrari Thesis and Bear Case 22:30 Rocket Lab Thesis and Risks 03:24 Rocket Lab Bull Bear 32:30 Alphabet Thesis Risks 36:38 Alphabet Valuation Debate 38:51 MercadoLibre Credit Risk 45:03 Starbucks Thesis Turnaround 54:49 Wrap Up Listener Call Companies mentioned: AAPL, ANET, CMG, COST, CSCO, F, GM, GOOG, GOOGL, HOG, KO, MELI, NKE, NU, NVDA, RACE, RKLB, SBUX, SE, UAA, VZ Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** 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 ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of The Canadian Macro Investor Podcast, Simon and Dan break down the latest Fed decision and why the bond market may be starting to challenge Kevin Warsh’s inflation message. They discuss the split reaction across the yield curve, with short-term yields moving differently than longer-term yields, and what that could mean for inflation, recession risk and future rate hikes. They also look at Canada’s population data problem and why undercounting temporary residents could distort unemployment, mortgage delinquency trends and the broader read on the Canadian economy. From there, they dig into big tech earnings, including Microsoft and Meta, and why investors are paying closer attention to AI capex, free cash flow, depreciation, and credit default swaps across the hyperscalers. They also discuss Anthropic, open-weight AI models, data privacy concerns, tariffs, copper demand, and what the AI infrastructure build-out could mean for energy and markets. Tickers discussed: MSFT, META, GOOG, GOOGL, AMZN, NVDA, ORCL, AAPL, SKM Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website 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.
In this episode of The Canadian Investor Podcast, we break down Alphabet’s latest earnings and why investors are questioning the massive AI capex spending despite strong growth in Google Cloud. We also look at Celestica’s monster quarter, SK Hynix’s booming demand from AI memory, and Corning’s sharp selloff despite strong growth in its optical communications segment. From there, we discuss CN Rail and TFI International, two transportation names showing signs of improvement, before wrapping up with Coca-Cola and why it appears to be holding up better than Pepsi in a tougher consumer environment. Tickers discussed: GOOG, GOOGL, CLS.TO, SKM, CNR.TO, CP.TO, GLW, TFII.TO, KO, PEP, NVDA, AMD, AVGO, MU, META Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website 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.
Tech stocks have dropped this week as earnings have given investors reason for concern. IBM left a lot to be desired and Netflix dragged on the market as well. We make sense of it all and give you the stocks on our radar.Travis Hoium, Lou Whiteman, and Emily Flippen discuss:- Tech Crashing- What We're Watching- Netflix Earnings- History of Tech- Gemini Delayed- Radar StocksCompanies discussed: TransDigm (TDG), Uber (UBER), Alphabet (GOOG, GOOGL), Micron (MU), Netflix (NFLX).Host: Travis HoiumGuests: Lou Whiteman, Emily FlippenEngineer: 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
Shares of Uber are right about where they were a little over two years ago. The company has been grappling with how to navigate the world of robotaxis. One way is to lean into delivery services, and that's why the company announced the acquisition of Delivery Hero today for $14.8 billion. Matt, Jon, And Tyler discuss Uber's reasons for doing this now and whether a push into delivery can fend of the challenges from robotaxis. Plus, GE Aerospace's having a hard time sourcing materials and whether emerging industries are worth betting on now.Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Uber's acquisition of Delivery Hero- How “sticky” are ridesharing apps- GE Aerospace's earnings- Can AI infrastructure cause supply chain headaches for others?- Mailbag: How to view emerging industries & technologiesCompanies discussed: UBER, DASH, GOOGL, GE, GEV, TMC,Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon 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
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