POPULARITY
Categories
The Market Cap Game Show returns for its 42nd installment, with longtime Motley Fool personalities Charly Travers and Jason Moser battling for a coveted spot in next March's Market Cap Madness Final Four.But this episode marks something new. For the first time, players can invoke the King-Sharon Rule, adding an extra layer of strategy, risk, and reward to the game. Agree or disagree is no longer the only choice. Feeling confident? Call “higher” or “lower” and put an extra half-point on the line.Ten stocks. Two seasoned competitors. One brand-new rule. And for reasons that only became apparent while recording, an unusually heavy concentration of food, cars, food delivered by car, food consumed after getting out of a car, car parts, collector cars, and at least one company that makes spices for the food. Host: David GardnerProducer: Bart Shannon Companies Mentioned: DASH, GPC, HGTY, MKC, MTN, OC, RACE, SYY, TDG, TEAM Learn more about your ad choices. Visit megaphone.fm/adchoices
Every time you buy a stock, you tell yourself a story about why it's going to work. But what if that story is the most dangerous thing in your portfolio? And what if the same behavioral blind spots that trip up individual investors are also quietly undermining the companies you're betting on? Motley Fool analyst Rachel Warren talks with Harvard-trained behavioral scientist Julia Dhar, author of How Change Really Works, about why 60 to 75 percent of corporate transformations fail, how to spot false alignment in a leadership team, and the simple framework that separates companies worth owning from ones that just sound good on an earnings call. Host: Rachel Warren Guest: Julia Dhar Producers: Bart Shannon, Lauren Budabin 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
Tax rates are as low as they've been in decades. Yet due to ballooning government deficits and increasingly underfunded entitlements, it's reasonable to have a hedge against higher tax rates in the future. One way to protect your retirement from higher taxes is to have at least some money in Roth accounts. With the Roth, contributions aren't tax-deductible, but withdrawals are tax-free… but only if you follow the rules, which can be complicated. Robert Brokamp explains what you need to heed.Also in this episode:-The Social Security time bomb ticks louder with the recent release of the latest trustees report-Americans are keeping their cars longer than ever, which is saving them money -- and changing the automotive industry-The earnings of companies in the S&P 500 are soaring, but some of that impressive growth is not actually due to business operations-Healthier people tend to be wealthier, and a recent study finds that riding a bike can provide all kinds of physical and psychological benefitsHost: Robert Brokamp, CFP®, EAEngineer: 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
SpaceX is officially public and we explain not only why that matters, but also how it may benefit companies like Alphabet long-term. We also explore what's wrong at Adobe, why Apple has become boring, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - SpaceX IPO - Who Will Sell SpaceX Stock? - What's Wrong At Adobe? - Either or Neither - Is Apple All Right - Stocks On Our Radar Companies discussed: SpaceX (SPCX), Microsoft (MSFT), Alphabet (GOOG), FormFactor (FORM), Casey's General Stores (CASY), Target (TGT), Walmart (WMT), Microsoft (MSFT), Adobe (ADBE), Intuit (INTU), Tesla (TSLA). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast 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
SpaceX went public on June 12, 2026, in the largest IPO in history, valuing the rocket, satellite broadband communications, and AI company at $1.77 trillion. Laura Winter speaks with Chris Quilty, Founder and CEO of Quilty Space, George Pullen, Chief Economist at MilkyWayEconomy, and Lou Whiteman, stock analyst at The Motley Fool.
Oracle's earnings results made one thing abundantly clear, the spending rate for data centers and AI infrastructure isn't slowing down any time soon. While the market didn't respond too favorably to the announcement it was increasing its capital spending for the upcoming fiscal year, there is likely a long list of companies that will benefit. We dig into some of the bottlenecks and pinch points of this massive buildout. Plus, why do international stocks trade at such a discount to American ones? Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Oracle's earnings results and capital spending plans - Is Oracle's backlog and spending plans connected to the Anthropic and OpenAI IPOs? -Identifying some pinch points of AI buildout - Question: Why do European stocks trade at a discount to the US market Companies discussed: ORCL, TSLA, PDFS, LRCX, KLAC, ASML, PLD, VWDRY, GEV, STLA, RACE, CNH, PHG, NBCLF, AJINF, VYMI, BRK Host: Tyler Crowe Guests: Matt Frankel, Jon Quast 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
Five years ago, electric vehicles were the talk of the market. But in the U.S., sales of electric vehicles are falling and competition is heating up. With that backdrop, Rivian has introduced the R2 and investors still think this will be a game-changer for the company. We discuss the vehicle and company's prospects, whether autonomy will be a tailwind, and get to hidden gems on our watchlist in this episode. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Rivian's R2 launch - The decline of EVs in the U.S. - Will autonomy be a value add for EV companies? - Hidden gems in the EV market Companies discussed: Rivian (RIVN), Tesla (TSLA), Quantumscape (QS), General Motors (GM), Lucid (LCID), Uber (UBER), NXP Semiconductors (NXPI). Host: Travis Hoium 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
There's no big headline to point to here, but several small data points and policy decisions all point to one thing: Europe wants to build its own digital infrastructure. That could have profound implications for the mega tech companies in the US, but it could also mean opportunities in helping Europe build out a digital infrastructure for AI and autonomy. Plus, what to make of the Shiller CAPE ratio and how to use cash positions. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Apple fighting with the EU about Siri AI - What happens to big tech when Europe wants its own tech - Companies that could benefit from a European digital infrastructure boom - What's the CAPE ratio and why is it flashing warning signals? - In highly valued markets, should investors look at defensive stocks? - What's the best place to park your cash “on the sidelines”? Companies discussed: AAPL, ASML, AMZN, GOOG, AMAT, META, VRT, PWR, FIX, CSCO SBGSY, WM, NEE, BRK.B Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman 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
The S&P 500 index is removing Pool Corp and Campbell Soup Company from the index and replacing them with Marvell Technology and Flex. Jon, Matt, and Rachel explain what these two new companies do as well as weigh in on whether they could be hidden gems. After this, the team dives into the mailbag with Rachel leading the discussion on Bristol-Myers Squibb and Matt providing some reflections on age-related investing considerations. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Marvel's trillion-dollar opportunity -Whether Flex is overvalued right now -Why Bristol-Myers Squibb stock has gone nowhere for five years -How to think about investing when you're young Companies discussed: Pool (POOL), Campbell Soup Company (CPB), Flex (FLEX), Marvell Technology (MRVL), Bristol-Myers Squibb (BMY), Pfizer (PFE), Merck (MRK), Nvidia (NVDA), Amazon (AMZN), Apple (AAPL), Public Storage (PSA), and NVR (NVR) Host: Jon Quast 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
Every time you log into a corporate network, send a file, or spin up an AI agent, something has to decide what's allowed and what isn't. So what happens when the number of things asking for access goes from 50 million users to billions of AI agents — and the bad actors have frontier models helping them find the cracks? Motley Fool analyst Jason Moser talks with Zscaler CFO Kevin Rubin about zero trust security, the agentic AI threat landscape, and why the cybersecurity buildout may be one of the most durable investment themes of the next decade. Host: Jason Moser Guest: Kevin Rubin Producers: Bart Shannon, Lauren Budabin 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
It's Month 6 of our 2026 Financial Planning Challenge! In this installment, Fools Robert Brokamp and Stephanie Marini suggest ways to prioritize and quantify your financial goals, and highlight some tools that will help you crunch the numbers. Also in this episode:-A recent study finds that taxes can take more than a third of your investment over the long term-According to a Wall Street Journal analysis, the five largest home insurers didn't pay out on more than 44% of claims last year, up from 36% a decade earlier-The share of national income attributable to corporate profits is at an all-time high-Visit Fool.com/calculators, Dinkytown.net, or Calculator.net to find tools that can quantify and solve just about any financial conundrum Host: Robert Brokamp, CFP®, EAGuest: Stephanie Marini, CFP®, CRPC®Engineer: 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
NIO is playing a different game — and Motley Fool just called it out. While competitors chase export volume and watch margins collapse, NIO focuses on winning the domestic market with brand, tech, and community.William Li's warning that China's automotive golden era is over actually strengthens NIO's positioning in a mature, saturated market. Plus: Uber burned through its full 2026 AI budget by April, one company hit a $500 million Claude bill, enterprise AI costs are exploding, and founders are finally naming names on VC horror stories (including Sequoia passing on today's $87B Cloudflare). May jobs report (+172k) adds macro pressure for the new Fed chair.Real talk from Obi: NIO's strategy looks increasingly smart, the AI spending narrative is getting stress-tested, and capital allocation biases have real consequences.Dial Tone: A Modern Salesman's Story — my debut novel. Pre-order now on Amazon (E-book ready, hard copy June 12th).
The biggest IPOs ever are coming and investors are (understandably) excited. But historically this is a time caution is needed and we discuss why these deals in particular may need some seasoning. We also discuss the advances in autonomy and where there's opportunities to invest in businesses without speculating. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Today's market crash - IPO season - Autonomy is here - Who is making irresponsible predictions? - Stocks on our radar Companies discussed: SpaceX, Uber (UBER), Quantinuum (QNT), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Tesla (TSLA), WeRide (WRD), Shopify (SHOP), Merlin (MRLN). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser 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
It seems like no matter the size of a company, it is possible we'll see a double-digit percentage move in its stock on an earnings release. Today, it was Broadcom's turn to drop nearly 15% after the company reported what look like solid numbers. But when it comes to quarterly earnings, it's all about the expectations game. Today's move was clear that expectations are high for AI. Plus, stocks bucking their sector trends and how these mega IPOs will impact indices. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Broadcom's good earnings - Playing the expectations game in a volatile market. - Stocks doing well in downtrodden industries - Listener questions: How will the Spacex, Anthropic, and OpenAI IPOs impact cash on the sidelines and ETFs? Companies discussed: AVGO, NVDA, TSMC, RHP, XPO, ODFL, OSCR Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman 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 episode of Partnering Leadership, Mahan Tavakoli speaks with David Gardner—legendary investor, co-founder of The Motley Fool, and author of Rule Breaker Investing. Over the past three decades, David has not only beaten the market—he's reshaped how long-term investing is understood and practiced.David's track record is extraordinary:He recommended Amazon in 1997 (up 86,000% since)Tesla in 2012 (up 80,000%)Netflix in 2004 (up 937,000%)And NVIDIA in 2005 (up a staggering 1.2 million percent)But what's even more compelling is how he did it—and how those principles translate far beyond investing. David shares a deeply thoughtful approach to decision-making, pattern recognition, and long-term conviction that applies to business leaders, not just individual investors.The conversation ranges from why “indexing is the new active,” to how embracing joy, optimism, and curiosity has made him a better investor, entrepreneur, and human being. For CEOs and leaders navigating uncertainty, David's blend of rigor, irreverence, and wisdom offers valuable takeaways on strategy, innovation, and leadership mindset.Whether you're responsible for growing an organization or stewarding your own portfolio, this is a rare chance to learn from someone who's played the long game—successfully, repeatedly, and with purpose.Actionable Takeaways Hear why most people invest backward—and how a “Rule Breaker” mindset flips the script.Learn the six traits David looks for in exponential companies—and how those same traits show up in standout leaders and teams.See why long-term thinking is the ultimate competitive moat—for investors and CEOs alike.Explore how optimism, when grounded in conviction, becomes a leadership advantage—not a liability.Understand how joy and playfulness build trust, culture, and long-term performance.Hear how David picked Amazon, Tesla, Netflix, and NVIDIA early—and why the key wasn't spreadsheets, but belief in innovation and people.Discover why bold action beats cautious consensus—and how to reframe fear of failure into fuel for success.Get a behind-the-scenes look at how The Motley Fool disrupted financial services—and what it taught David about culture, mission, and momentum.Why the best investors and leaders ignore the crowd—and how to strengthen your internal compass.Connect with David GardnerDavid Garnder LinkedIn David Gardner X Rule Breaker Investing: How to Think Long Term in a Short-Term World Rule Breaker Investing Podcast Connect with Mahan Tavakoli:Mahan Tavakoli Website Mahan Tavakoli on LinkedIn Partnering Leadership Website
Alphabet is raising over $80 billion to help its AI buildout, assisted by Berkshire Hathaway. We discuss what that says about the ROI of AI today and how balance sheets play into the equation. Then we discuss the AI supplier hype and why Bitcoin might have a tough year ahead. Travis Hoium, Lou Whiteman, and Tyler Crowe discuss: - Alphabet's $80 billion flex - AI supplier whack a mole - Bitcoin's Michael Saylor problem Companies discussed: Alphabet (GOOG, GOOGL), Berkshire Hathaway (BRKA, BRKB), Micron (MU), Amazon (AMZN), Microsoft (MSFT), Bitcoin (BTC), Strategy (MSTR), Dell (DELL), Hewlett Packard Enterprise (HPE). Host: Travis Hoium Guests: Lou Whiteman, Tyler Crowe 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
Dollar General was a stock market darling for much of the 2010s, but fell on hard times a few years ago. Numerous value investors have been betting that “it's not that bad”, but that turnaround strategy has taken much longer than expected. Lou, Matt, and Tyler all look at the status of the Dollar General turnaround story and what does it take to invest successfully in turnarounds. Plus, thoughts on the Citron Research verdict and whether crowdfunded real estate opportunities are worth it. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Dollar General's earnings - Has Dollar General turned the corner? - Investing in turnaround stocks: What to look for? - Citron Research's Andrew Left found guilty of securities fraud - The value of short selling research - The “ickiness” of the short seller business model - Listener question: Are crowdfunded real estate funds worth it? What to look for? Companies discussed: DG, DLTR, RIG, GTX, SMPL Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman 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
Nvidia announced its new CPU at an event in Taipei and Jon, Rachel, and Matt talked about why potential customers may be interested in buying as well as the potential impacts to primary CPU players such as Intel and AMD. The team also talks about Berkshire Hathaway's homebuilder acquisition before closing with a question regarding passive investing trends. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Nvidia's new Vera CPU -The potential fallout in the CPU markout -Berkshire Hathaway's latest acquisition -Passive investing's impact on the stock market Companies discussed: Nvidia (NVDA), AMD (AMD), Intel (INTC), Qualcomm (QCOM), Berkshire Hathaway (BRK.A)(BRK.B), Taylor Morrison (TMHC) Host: Jon Quast 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
Token consumption grew 17 times last year — not 17%, 17 times. So why are some investors still underexposed to the biggest structural shift in a generation? Motley Fool Contributing Analyst Rachel Warren talks with Jay Jacobs, US Head of Equity ETFs at BlackRock, about the firm's 2026 Thematic Outlook: why the AI infrastructure boom is still in its infancy, how thematic ETFs can give retail investors more precise exposure than traditional sector funds, and what the rise of agentic AI, physical robotics, and tokenization means for your portfolio. Host: Rachel Warren Guest: Jay Jacobs Producers: Bart Shannon, Lauren Budabin 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
Determining when you can retire requires making several assumptions about the future. Some of the commonly recommended assumptions are very conservative, and may result in you working longer than necessary and spending less in retirement than you could. Robert Brokamp looks at some rules of thumbs that may be overly cautious.Also in this episode:-A study finds that financial mistakes can be a predictor of dementia-Saving more for retirement not only boosts your portfolio but lowers the amount you need to have saved before you retire because you learn to live on less-The father of the so-called “4% rule” says it's 5.5% for someone retiring today-Money management tools not only track your spending but help you plan for retirement Host: Robert Brokamp, CFP®, EAEngineer: 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
Money continues to pour into AI companies like Anthropic, who announced a $65 billion fundraising round this week. But companies are starting to scrutinize their AI investments, which may not be paying off as hoped. Plus, we discuss some of our lessons of a lifetime investing and the stocks on our radar. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: - Anthropic's $65 billion raise - Corporate America's ROI on AI - What do consumers want? - Our favorite investing quotes and books - Stocks on our radar Companies discussed: FedEx (FDX), FedEx Freight (FDXF), Astronics (ATRO), Transmedics (TMDX), Alphabet (GOOG, GOOGL), Amazon (AMZN). Host: Travis Hoium Guests: Lou Whiteman, Emily Flippen 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
Jon, Matt, and Travis start the episode by talking about Snowflake's latest financial results that were catalyzed by one of its newest AI product offerings. The team then talks about the sluggish environment for refinancing mortgages as well as the publicly-traded companies that are impacted. And finally, they finish up talking about some hidden opportunities exposed by Fertitta Entertainment's acquisition of Caeser's Entertainment. Jon Quast, Matt Frankel, and Travis Hoium discuss: -Snowflake's latest quarter -Cloud computing versus AI software -Plunging demand for mortgage refinancing -Caeser's sale to Fertitta Entertainment -The sneaky potential benefit to VICI Properties Companies discussed: Snowflake (SNOW), Amazon (AMZN), Rocket Companies (RKT), Caesar's Entertainment (CZR), VICI Properties (VICI) Host: Jon Quast 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
May 2026 Sustainable Stock and ETF Picks. Podcast includes articles on hydrogen/fuel cell stocks and the world's most influential companies. By Ron Robins, MBA Transcript & Links, Episode 167, May 29, 2026 Hello, Ron Robins here. Welcome to my podcast episode 167, published on May 29, 2026, titled "May 2026 Sustainable Stock and ETF Picks." Now, before I begin, I want to apologize if my voice at any time sounds a little rough! This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 32 articles for you in this podcast! Note: Sometimes companies are covered more than once. Now with so many articles to potentially cover, I've chosen 3 to quote from. Titles and links to the other 29 can be found on the webpage for this podcast edition. ------------------------------------------------------------- 9 Best Hydrogen and Fuel Cell Stocks to Buy Now from insidermonkey.com Many of you are interested in hydrogen stocks, so I thought this article would be good to start this podcast. It's titled 9 Best Hydrogen and Fuel Cell Stocks to Buy Now from insidermonkey.com and is by Fatima Gulzar. Here are some quotes. "We used screeners to identify Best Hydrogen and Fuel Cell Stocks and limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. 9. FuelCell Energy, Inc. (NASDAQ:FCEL) On March 23, 2026, FuelCell Energy announced the introduction of a standardized '12.5-megawatt' packaged power block that offers on-site electricity to data centers… It positioned the system as a speedier deployment option in power-constrained markets… FuelCell Energy is a firm that develops, designs, manufactures, constructs, and services high-temperature fuel cells for clean electricity generation… It operates in three geographical segments: the United States, South Korea, and Europe. 8. Ballard Power Systems Inc. (NASDAQ:BLDP) Ballard Power Systems designs, develops, manufactures, sells, and services fuel cell products. It specializes in power products for bus, truck, rail, marine, stationery, and developing market applications, as well as service delivery, which includes technical solutions, after-sales services, and training. 7. Plug Power Inc. (NASDAQ:PLUG) On April 9, 2026, Susquehanna analyst Charles Minervino updated Plug Power's price target to $2.75 from $2.50. It maintained a Neutral rating on the stock… Plug Power is an alternative energy technology firm. It designs, develops, commercializes, and manufactures hydrogen and fuel cell systems for the material handling and stationary power fields. 6. New Jersey Resources Corporation (NYSE:NJR) On April 21, 2026, Mizuho analyst Gabriel Moreen increased New Jersey Resources Corporation's price objective to $61 from $54. It maintained an 'Outperform rating' on the shares… New Jersey Resources Corporation is a holding company. It provides regulated natural gas distribution, transmission, and storage services, as well as certain unregulated enterprises. It works in five segments: natural gas distribution, clean energy ventures, energy services, storage and transportation, and home services and other. 5. Bloom Energy Corporation (NYSE:BE) On April 14, 2026, Reuters reported that Bloom Energy will supply Oracle with up to '2.8 gigawatts' of fuel cell capacity under an upgraded deal, which shows rising power demand due to artificial intelligence. The corporations have already signed for an initial 1.2 gigawatts… Bloom Energy manufactures and installs power production platforms based on solid oxide fuel cells. Bloom Energy Server turns conventional low-pressure natural gas or biogas into electricity using an electrochemical method that does not include combustion. 4. BP p.l.c. (NYSE:BP) BP is an integrated oil and gas corporation that provides carbon products and services. It operates in three segments: gas and low-carbon energy, oil production and operations, and customers/products. 3. Cummins Inc. (NYSE:CMI) On April 20, 2026, Truist analyst Jamie Cook raised the Cummins price objective to $730 from $703. It retained a Buy rating on the stock… On April 13, 2026, Wells Fargo lifted its price objective for Cummins to $693 from $630… Cummins is a U.S.-based firm that designs, manufactures, and services diesel and natural gas engines, electric and hybrid powertrains, and related components. Its segments include Engine, Distribution, Components, Power Systems, and Accelera. 2. Air Products and Chemicals, Inc. (NYSE:APD) On April 24, 2026, RBC Capital raised Air Products and Chemicals' price target to $338 from $325. It maintained an Outperform rating… On April 24, 2026, Air Products and Chemicals declared that it will build, own, and operate a brand new air separation facility in Cocoa, Florida. The facility will produce liquid oxygen, nitrogen, and argon… Francesco Maione, president of the Americas, said that the location will help space launch operators in Florida and also position the corporation to meet increased demand from the booming space launch industry… Air Products and Chemicals manufactures and distributes atmospheric gases. It operates in the Americas, Asia, Europe, the Middle East, India, and Corporate and Other. 1. Linde plc (NASDAQ:LIN) On April 24, 2026, TheFly reported that RBC Capital analyst Arun Viswanathan raised Linde's price objective to $552 from $512. It retained an Outperform rating… Linde is a global industrial gas and engineering firm. It designs and manufactures industrial gas production equipment. The company also provides gas production and processing services for olefin plants, natural gas plants, air separation plants, hydrogen and synthesis gas plants, and other plants." End quotes. ------------------------------------------------------------- TIME Reveals the 2026 TIME100 Most Influential Companies in the World from time.com This article offers a unique company ranking that will interest many of you. TIME Reveals the 2026 TIME100 Most Influential Companies in the World from time.com. It's by TIME PR. Now some quotes – however, note that many of the highly ranked companies are private! "The 2026 TIME100 Most Influential Companies issue features three worldwide covers, each spotlighting top executives from a company on the list with an in-depth profile, including: Sundar Pichai, CEO of Alphabet (GOOG) and Google; Jimmy Donaldson (MrBeast), founder of Beast Industries; and Hailey Bieber, co-founder of Rhode… To assemble the list, TIME solicited nominations across sectors, and polled its global network of editors and correspondents, as well as outside experts. The result is a diverse group of 100 businesses helping chart an essential path forward. In addition to the 100 companies featured on the list, TIME unveils the TIME100 Companies Impact Awards—recognizing five standout companies making meaningful contributions in the fields of AI, Health, Sustainability, Equality, and Culture. The 2026 TIME100 Companies Impact Award recipients are: Waystar (WAY) for Impact in AI, Xenco Medical for Impact in Health, Sun King for Impact in Sustainability, CareMessage for Impact in Equality and Depop for Impact in Culture. See the complete 2026 TIME100 Most Influential Companies list: here." End quotes ------------------------------------------------------------- 3 Alternative Energy Stocks Poised to Benefit From Wind and EV Growth from zacks.com Now, an article featuring a sector that interests all ethical and sustainable investors. The article's title is 3 Alternative Energy Stocks Poised to Benefit From Wind and EV Growth from zacks.com and is by Tanvi Sarawagi. Here's some of what the writer has to say about their picks. "1. Bloom Energy (BE - Free Report) Based in San Jose, CA, the company generates and distributes renewable energy… The Zacks Consensus Estimate for Bloom Energy's 2026 sales implies an improvement of 80.3% year over year. The Zacks Consensus Estimate for 2026 earnings suggests an improvement of 151.3% year over year. The company currently sports a Zacks Rank #1 (Strong Buy). 2. Montauk Renewables (MNTK - Free Report) Based in Pittsburgh, PA, the company is a fully-integrated renewable energy company. Montauk specializes in the management, recovery and conversion of biogas into renewable energy… The Zacks Consensus Estimate for Montauk Renewables' 2026 sales implies an improvement of 21.5% year over year. The consensus estimate for 2026 earnings suggests an improvement of 700% year over year. The company currently carries a Zacks Rank #2 (Buy). 3. FuelCell Energy (FCEL - Free Report) Based in Danbury, CT, the company makes ultra-clean, highly efficient power plants that can run on fuels like renewable biogas and natural gas, producing electricity with far less pollution and fewer greenhouse gas emissions than conventional fossil-fuel plants… The Zacks Consensus Estimate for the company's fiscal 2026 sales implies an improvement of 0.9% year over year. The estimate for fiscal 2026 earnings implies 50.6% growth year over year. The company currently carries a Zacks Rank #2." End quotes. ------------------------------------------------------------- 29 more articles from around the world with Sustainable Investment Picks for May 2026. 1. Title: 5 Top-Ranked AI Infrastructure Bigwigs for Sparkling Returns in 2026 from finance.yahoo.com. By Nalak Das. 2. Title: Top Ethical ETFs Of 2026 from fool.co.uk. By Zaven Boyrazian. 3. Title: Best Green Energy ETFs for Beginners in 2026: Top Picks from ecodweller.com. By Mangaleswaran. 4. Title: Linde's Ethics Recognition Meets Premium Valuation And ESG Investor Interest from uk.finance.yahoo.com. By Simply Wall St. 5. Title: Trade Brains Smallcase Picks: 4 Halal Stocks (Ethical) Theme Stocks to keep on your radar from tradebrains.in. By Manideep Appana. 6. Title: Top sustainable funds to invest in from msn.com. By Dan McEvoy. 7. Title: The Best 2 Renewable Energy Stocks to Buy and Hold for Decades from finance.yahoo.com. By Leo Sun, The Motley Fool. 8. Title: Meet the Artificial Intelligence (AI) Infrastructure Stock That Has Crushed Nvidia and Broadcom With a 270% Jump. It Can Still Fly Higher from /finance.yahoo.com. By Harsh Chauhan, The Motley Fool. 9. Title: 7 Best Renewable Energy Stocks to Buy from wtopnews.com. By U.S. News & World Report. 10. Title: 3 Multi-Energy Stocks to Consider for Powering the Future from theglobeandmail.com. By the Motley Fool. 11. Title: 3 Utility Stocks Built for a World of High Energy Prices and Grid Strain from finance.yahoo.com. By James Brumley, The Motley Fool. 12. Title: As Oil Shocks Accelerate The Quest For Alternative Energy, This ETF (KGRN) Could Benefit from kraneshares.com. By Brendan Ahern. 13. Title: 2 Stocks That Should be on Your Radar as the Iran War Shifts Global Energy Markets from fool.com. By Matt DiLallo. Continuing 14. Title: Ethical Investing: Top Shares on the ASX To Consider from thebull.com.au. By The Bull Team. 15. Title: A Few Winners Dominate Canada's Sustainable Fund Market from global.morningstar.com/en-ca. By Kimberly Hart. 16. Title: Green energy stocks outperform fossil fuels amid Iran war from nltimes.nl. By NL Times. 17. Title: 5 ASX Lithium Stocks Set to Rally After Albemarle's 672% Profit Boom from stocksdownunder.com. By Ujjwal Maheshwari. 18. Title: Wind Energy ETFs to Rally on Profit Beats and Iran War Energy Shift from theglobeandmail.com. By Zacks Investment Research. 19. Title: SA Asks: What's the long-term outlook for wind energy stocks? From seekingalpha.com. Remarks by Melissa Tucker and Ritabrata Das. 21. Title: Prediction: AI Infrastructure Stocks Will Crush the S&P 500 in 2026 from fool.com. By Adria Cimino. 22. Title: Celebrate Earth With These 2 Unstoppable Green Energy Stocks from fool.com. By Reuben Gregg Brewer. 23. Title: My Top 3 AI Infrastructure Stocks to Buy for May 2026 on fool.com. By Stefon Walters. 24. Title: 3 Calvert Mutual Funds to Help Manage Market Volatility - May 14, 2026, from zacks.com. By Zacks Equity Research. 25. Title: Best AI Energy Stocks to Buy Now Down 30%: CEG, VST - May 15, 2026 from zacks.com. By Benjamin Rains. 26. Title: 3 Space Infrastructure Stocks to Watch Ahead of SpaceX IPO from marketbeat.com. By Ryan Hasson. Reviewed by Clare Titus. 27. Title: Top Renewable Energy Companies in Solar, Wind & clean Power from fortunebusinessinsights.com. By Energy & Power. 28. Title: 1 Canadian Company Set to Make a Fortune From the $650 Billion Data Centre Buildout from fool.ca. By Demetris Afxentiou. 29. Title: 7 Clean Energy ETFs to Buy Now from wtop.com. By U.S. News & World Report. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "May 2026 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous times! Contact me if you have any questions. Thank you for listening. Again, I want to apologize for my voice sounding, at times, a little rough! My next podcast will be on June 26th. See you then. Bye for now. © 2025 Ron Robins, Investing for the Soul
Micron has had a turnaround for the ages, going from a free cash flow negative company to a $1 trillion valuation in a little over a year. What does it tell us about the AI buildout? Plus, we get to Eli Lilly's incredible trial results, acquisition spree, and growth plans before ending with Zscaler's earnings and why the stock fell 30% today.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Micron's trip to $1 trillion- Eli Lilly's Winning Streak- Zscaler earningsCompanies discussed: Micron (MU), Eli Lilly (LLY), Zscaler (ZS).Host: Travis HoiumGuests: Lou Whiteman, and Rachel WarrenEngineer: Austin Morgan, 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
What happens when Nvidia's annual dividend suddenly exceeds David's original Motley Fool cost basis—six times over? This month's Mailbag brings back a Foolish old term, “divvy-pop,” while also revisiting the power of doing less, holding more, and letting great companies keep surprising you.Also inside: a Buffett-meets-Rule-Breaker reflection from British Columbia, a jellybean contest gone mathematically sideways, a GameStop question that runs straight into the Snap Test, and a closing shout-out to Mr. Ernst's personal finance class at Kopachuck Middle School in Gig Harbor, Washington—where the next generation is already learning that investing means ownership. Companies Mentioned: AAPL, AMZN, ANET, BIDU, BN, BRK.A, BRK.B, CHWY, EBAY, FFH.TO, GME, GOOG, ISRG, MELI, META, NFLX, NVDA, SHOP, TMFC, TSLAHost: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Investing Unscripted, Jason and Jeff are joined by longtime friend and investing educator Brian Stoffel. Brian shares his fascinating journey from a middle school writing teacher in Washington, D.C., to discovering Warren Buffett in Costa Rica, and eventually becoming a prominent writer for The Motley Fool. The trio dives deep into Brian's investing evolution—blending the extreme optimism of David Gardner with the anti-fragility of Nassim Taleb—and the painful valuation lessons learned during the 2022 bear market. They also tackle the burning question: "Will AI kill SaaS?", exploring the protective moats of high switching costs, physical world connections, and mission-critical proprietary data. 01:47 Dave Ramsey Story 04:00 From Teacher to Fool 07:25 Buffett Book and Costa Rica 11:56 Berkshire Meeting Takeaways 18:33 Evolving Investing Style 25:30 AI and SaaS Moats 29:15 SaaS Winners in Selloff 29:47 Shopify and Toast Moats 31:56 Physical World Edge 32:54 Proprietary vs Synthetic Data 34:23 Leadership and SaaS Evolution 36:17 Margins TAM and Volume 37:23 Compute Costs and Jevons 43:16 AI Everywhere Anecdotes 45:58 Investor Mindset Rules 47:32 Fads Position Sizing 52:33 Luck Skill and Plugs 56:51 Closing Thanks Disclaimer Check out Brian's work: https://www.stockinvestingmentor.com Companies mentioned: AMZN, AXON, CRM, CRWD, DDD, GOOG, GOOGL, NET, NFLX, NVDA, SHOP, SSYS, TOST, TTD 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 PatreonSubscribe to our portfolio on Savvy Trader Learn more about your ad choices. Visit megaphone.fm/adchoices
Ferrari Luce has been announced and it's getting widely criticised by for the design, which is very un-Ferrari. But maybe that's the point for a company that sells vehicles that are more show item than utility. Plus, we discuss why the market is bullish on an Iran agreement and how AI spending may take a hit. Travis Hoium, Matt Frankel, and Lou Whiteman discuss: - Ferrari Luce - The market thinks the Iran conflict is coming to an end - Is AI compute spending slowing down Companies discussed: Ferrari (RACE), Apple (AAPL), Uber (UBER), Duolingo (DUOL). Host: Travis Hoium Guests: Matt Frankel, Lou Whiteman 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
It's a deep dive into the Hidden Gems Investing mailbag as Jon, Matt, and Rachel handle questions regarding international diversification, stocks that have lost momentum, and the changing cybersecurity landscape due to AI. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Magnificent 7 stocks vs international diversification -How to diversify into Japan and India -Stocks that have lost momentum: MercadoLibre and SoFi -The threat to SentinelOne from Anthropic's Mythos Companies discussed: Apple (APPL), Amazon (AMZN), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOG)(GOOGL), General Motors (GM), Berkshire Hathaway (BRK.A)(BRK.B), Realty Income (O), Digital Realty (DLR), Pinterest (PINS), Walt Disney (DIS), Toyota (TM), Sony Group (SONY), iShares MSCI Japan ETF (EWJ), iShares India 50 ETF (INDY), iShares MSCI India ETF (INDA), Vanguard Total International Stock ETF (VXUS), iShares Core MSCI Total International Stock ETF (IXUS), Vanguard International High Dividend ETF (VYMI), Nestle (NSRGY), MercadoLibre (MELI), SoFi (SOFI), SentinelOne (S), Nvidia (NVDA), Crowdstrike (CRWD), Palo Alto Networks (PANW), Zscaler (ZS) Host: Jon Quast 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
Why do so many people feel overwhelmed right now? And what can investors do about it? How can you separate market signal from media noise when headlines are designed to hijack your attention? Motley Fool Analyst Rachel Warren talks with Fred Marshall, author of Thrive: The Antidote to Future Shock, about staying calm, focused, and effective in a world changing faster than our ability to adapt. Host: Rachel Warren Guest: Fred Marshall Producers: Bart Shannon, Lauren Budabin 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
Bad news, Fools: You and everyone you know is going to eventually pass away. And before then, you or the people you love may become physically or mentally incapacitated. But despite these certainties and possibilities, most people don't have an estate plan, and if they do, it's often outdated. Robert Brokamp speaks with attorney Jill Mastroianni, the host of the Death Readiness podcast, about how to protect your assets, your family, and yourself with an updated estate plan.Also in this episode:-Interest rates all over the world are rising, and bond prices are falling.-You likely pay your financial advisor more than you pay your doctor. Are you getting your money's worth?-After more than 25 years, Intel finally exceeded its dot-com peak. It just goes to show: While the overall U.S. stock market usually recovers from a bear market in a few years, individual stocks are a very different story.-One widow knew exactly what to do when her husband died because he created and regularly updated a “Letter From Your Dead Husband” while he was still alive. Host: Robert Brokamp, CFP®, EAGuest: Jill MastroianniEngineer: 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
We learned how much money SpaceX is (or isn't) making from rocket launches and AI in anticipation of the company's upcoming IPO. Plus, we discuss positive retail earnings, NVIDIA's results, and software making a comeback. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - SpaceX S-1 - NVIDIA earnings - Target and Walmart's results - Software's comeback Companies discussed: Tesla (TSLA), Target (TGT), Walmart (WMT), NVIDIA (NVDA), Onto Innovation (ONTO), IBM (IBM), Cloudflare (NET), Workday (WDAY). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast 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
Stop the presses (or the recording, I guess)! SpaceX has filed its S-1 in anticipation of an IPO. The team digs into the details of the IPO prospectus and looks for some of the things that stand out in this monumental, possibly $2 trillion, public offering. Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Starlink's profitability- The space launch businesses (sort of) profitability- The unbelievably large market estimates- Is SpaceX actually just an AI company?- Can investors benefit from this corporate structure?- The leap of faith that is the valuation Companies discussed: SPCX, AMZN, MSFT, META, VOYG, 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
Google I/O revealed a lot about Google's future in artificial intelligence. Not only did the company release a new model, updated search, and launched new AI glasses. We discuss what we learned, whether this is a real normie moment for AI, and what the impacts will be outside of Alphabet.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Google I/O- Is this AI for normies?- Downstream impacts for investors.Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth 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
It may not look like much right now, but one small detail in Home Depot's earnings report that should bode well for the beleaguered home improvement retail. We look at the company's most recent results, whether the company's stock looks attractive after a five year malaise, and what other companies in the housing and home improvement indsutryTyler Crowe, Matt Frankel, and Lou Whiteman discuss:- Home Depot's earnings: The good and the “meh”- Home Depot Stock: value investment or value trap?- Are interest rates really the problem for housing?- Where to invest in the “coiled spring” of home equity- Mailbag: Reinvest dividends or put the money to work elsewhere?- Mailbag: Where to invest in green energy?Companies discussed: HD, LOW, TREX, RKT, TFSL, BN, CSIQ, FSLRHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: 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
The market is buying everything AI related, but that love doesn't extend to this year's college graduates or the localities seeing data centers go up. We discuss the pushback to AI that many in Silicon Valley didn't see coming. Plus, we give a peak at retail earnings and the drama in Lululemon's board room. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - AI's unexpected local pushback - Previewing retail earnings - Lululemon's drama Companies discussed: Lululemon (LULU), Nike (NKE), Target (TGT), Walmart (WMT), Home Depot (HG), TJX Companies (TJX). Host: Travis Hoium 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
Why does having too much freedom often lead to business failures? How do strict boundaries drive innovation at companies like Pixar and Apple? How can investors use "satisficing" to make better choices in an overwhelmingly complex market? Motley Fool Chief Investment Officer Andy Cross talks with David Epstein, author of Inside the Box: How Constraints Make Us Bette Host: Andy Cross Guest: David Epstein Producer: Bart Shannon, Mac Greer 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
he age at which you file for Social Security will be one of the most important retirement-related decisions you'll make. Robert Brokamp discusses the pros and cons of delaying with CPA and financial planner Mike Piper, the creator of Opensocialsecurity.com, a free tool that helps retirees choose the optimal age to claim benefits. Also in this episode:-A report from Standard & Poor's finds that only 1 in 10 mutual funds that performed in top 25% from 2016-2020 remained in the top 25% from 2021-2025-Home price growth has begun lagging inflation, and many cities are still below their 2022 highs-The dividend yield on the S&P 500 hits an all-time low, falling below the previous low reached at the height of the dot-come bubble-With the end of the school year near, your kids or grandkids are one year closer to college – now is a good time to evaluate your 529 plan and whether you're saving enough Host: Robert Brokamp, CFP®, EAGuest: Mike Piper, CFA, PFSEngineer: 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
A look back on what we learned from earnings season, what is hot (and what is not) in the market, and a debate over whether or not inflation can halt the rally. Travis Hoium, Jason Moser, and Lou Whiteman discuss: - What worked (and what didn't work) this earnings season - What's wrong with restaurant and apparel stocks? - Should inflation talk worry investors? - Plus, the stocks on our radar Companies discussed:. CBRS, NKE, CHRW, SBUX, DRI, CAVA, DECK, ONON, ISRG, GEH Host: Travis Hoium Guests: Jason Moser, Lou Whiteman 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
If you're making a list of the companies delivering better-than-expected earnings results this quarter, then add Cisco and Lumentum to the list. Spending on data centers and other AI infrastructure is leading both companies to soaring heights, and their valuations reflect Wall Street's Optimism. Tyler, Matt, and Jon break down the most recent earnings results from these two AI equipment suppliers and whether they look like solid investments today. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Cisco's blowout earnings - What to do when a cyclical company has a new catalyst - Lumentem's even more impressive earnings - Can a company with such a high valuation be worth it? - Mailbag: What are some non-AI stock ideas for portfolio diversification. Companies discussed: CSCO, NVDA, META, LITE, ANET, CWST, DECK, TREX, BRK.B, DIS Host: Tyler Crowe Guests: Matt Frankel, Jon Quast 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
Costs are going up for consumers and producers, which may not be a trend that stops anytime soon. We discuss what's driving the increases and how it may eventually cause some shocks in a highly valued stock market today. Travis Hoium, Tyler Crowe, and Lou Whiteman discuss: - Consumer price index (CPI) surge - Producer price index (PPI) surge - What higher inflation means for the market Companies discussed: Costco (COST), Walmart (WMT), Target (TGT). Host: Travis Hoium Guests: Tyler Crowe, and Lou Whiteman 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
One of Wall Street's favorite hobbies is coming up with catchy nicknames for a group of stocks. Thanks to AI, we have a new one: The “AI 11”. Tyler, Matt, and Travis break down what's in the AI 11 basket, whether its better to invest in baskets or individual companies, the AI Bubble, the state of athletic wear, and listener questions. Tyler Crowe, Matt Frankel, and Travis Hoium discuss: - Who's part of the “AI 11” - What's better for investing in trends: single stocks or the basket approach? - The frothy valuations among the AI 11 - ON Holdings, Under Armour, and Addidas earnings. - What to watch in the athletic apparel industry - Mailbag: What to make of DKNG and FLUT with the threat of prediction markets? Companies discussed: SNDK, INTC, WDC, MU, SSLNF, AMD, MRVL, ASML, TSM, AVGO, MSFT, NVDA, AMZN, META, GOOG, NFLX, DELL, CSCO, ONON, NKE, DECK, ADDDF, LULU, UA, DKNG, FLUT, MGM, DIS, SPOT Host: Tyler Crowe Guests: Matt Frankel, Travis Hoium 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
Fool contributors Jon, Matt, and Rachel discuss a surprisingly good quarter for an enterprise software company before pivoting to a conversation on hot, upcoming IPOs and how investors should be thinking about managing their portfolios in light of the new exciting opportunities. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Monday.com's financial results for the first quarter of 2026 -The upcoming Cerebras IPO -Mailbag: Trim my winners to raise cash or deploy new cash? Companies discussed: Monday.com (MNDY), Cerebras, Nvidia (NVDA), OpenAI, Figma (FIG) Host: Jon Quast 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
What 300-year-old investing principles still apply today? What can Teddy Roosevelt's cattle farm disaster teach us about modern stock picking? And could you really buy real estate on the moon? In this episode, historian, investor, and author Dr. Joseph S. Moore joins the show to discuss his new book, How to Get Rich in American History. Host: Rich Lumulleau Guest: Joseph Moore Producer: Bart Shannon, Mac Greer 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
If you're like most working Americans, your No. 1 strategy for accumulating enough money to retire is by contributing to a defined-contribution plan such as a 401(k), 403(b), or the federal Thrift Savings Plan. Consequently, when you retire will depend largely on how well you manage your account. Robert Brokamp provides 11 tips for making the most of your employer-sponsored retirement plan. Also in this episode:-The S&P 500 is near all-time highs, but small caps and international stocks are doing even better so far in 2026.-A new study finds that retiring before 65 may accelerate cognitive decline.-The U.S. government's debt-to-GDP ratio is now over 100%, nearing the all-time high set after the end of World War II. Host: Robert BrokampEngineer: 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
Elon Musk's EV and rocket empire may be expanding into chips if recent plans to spend up to $119 billion in new chip fab facilities become reality. We discuss the implications for the industry and Musk's companies, plus update on SaaS stocks, and what technologies have staying power for the next decade. Travis Hoium, Dan Caplinger, and Tim Beyers discuss: - Musk's chip dreams - SaaS recovery - What technologies will survive the next decade? - Stocks on our radar Companies discussed: Tesla (TSLA), DataDog (DDOG), Sportsradar (SRAD), MercadoLibre (MELI), DigitalOcean (DOCN), Taiwan Semiconductor (TSM), Intel (INTC), AMD (AMD), NVIDIA (NVDA). Host: Travis Hoium Guests: Dan Caplinger, Tim Beyers 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
It takes a lot of careful thought and planning to add more semiconductor manufacturing capacity. ARM Holdings has said they've seen enough demand that they are getting into the manufacturing business themselves. On today's show, we break down ARMs decision to add production capacity, how it compared to AMD's results, Doordash's peculiar earnings, and we dig into the mailbag. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - ARM Holdings and Advanced Micro Devices blowout earnings - ARM's ambitious new goal to build its own chips - The bottlenecks to bringing on new chip capacity - Doordash's earnings missing guidance - Mailbag: Why do Starbucks and Dominoes have negative shareholder equity? - Mailbag: How will the SaaSpocalypse affect CRM and WIX? Companies discussed: AMD, ARM, NVDA, GOOG, META, ASML, LCRX, KLAC, DASH, SBUX, DPZ, CRM, WIX Host: Tyler Crowe Guests: Matt Frankel, Jon Quast 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
Shopify delivered a strong earnings report, but investors were underwhelmed by guidance. We take a look at how investors should feel about the company's long-term prospects. Plus, Amazon's move into logistics caused several shipping stocks to plunge. We look at what Amazon is up to and why it is entering a new market while spending billions on data centers. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:- Shopify's Underwhelming Quarter- Amazon Plans Logistics Push- When to sell your winnersCompanies discussed: SHOP, AMZN, UPS, FDX, GXO, STRL, AXONHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Kristi WaterworthAdvertisements 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
Uber has been in the middle of the autonomy debate and recently added hotels to the mix, so we're wondering if they can be the “everything” app built around transportation? First quarter results indicated they have the momentum to do it. We also get to results from Disney and Novo Nordisk, which had investors cheering today. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Uber's Q1 2026 results - Can Uber make an “everything” app? - Disney's momentum and challenges - Novo Nordisk's GLP-1 conundrum Companies discussed: Uber (UBER), Expedia (EXPE), Disney (DIS), Novo Nordisk (NOVO). Host: Travis Hoium 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
A bevy of acquisition chatter has the Motley Fool Hidden Gems Investing team digging down into what can make or break a deal. The team discusses GameStop's proposal to buy eBay for $56 billion, a rumor regarding interest from Anthropic to buy Atlassian, and lessons from a great acquirer in Berkshire Hathaway.Jon Quast, Rachel Warren, and Travis Hoium discuss:-GameStop's $100 billion market cap ambition-The potential acquisition of eBay-Anthropic's rumored interest in Atlassian-Other software companies that may be attractive targets-Hidden gem lessons from Berkshire HathawayCompanies discussed: GameStop (GME), eBay (EBAY), Atlassian (TEAM), Berkshire Hathaway (BRK.A)(BRK.B), United Rentals (URI)Host: Jon QuastGuests: Travis Hoium, Rachel WarrenEngineer: Kristi WaterworthAdvertisements 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
Where are we in the Nvidia story today? Is there an AI bubble? What's Nvidia's next big market? Motley Fool Chief Investment Officer Andy Cross talks with Stephen Witt, author of The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted Microchip. Host: Andy Cross Guest: Stephen Witt Producer: Bart Shannon, Mac Greer 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