Podcasts about The Motley Fool

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Latest podcast episodes about The Motley Fool

Motley Fool Money
Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not

Motley Fool Money

Play Episode Listen Later Aug 2, 2026 25:45


Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now watching the AI trade very carefully. She has questions the market isn't asking. Motley Fool analyst Rachel Warren continues her conversation with Bethany, turning the lens on the market right now. She discusses why the free cash flow of the Magnificent Seven is quietly turning negative, why the circular financing inside the AI ecosystem makes it nearly impossible to see what's really going on, and why the S&P 500 index fund you think is keeping you diversified is actually one of the most concentrated AI bets you can make.  Host: Rachel Warren  Guest: Bethany McLean  Producers: Bart Shannon, Lauren Budabin  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

Motley Fool Money
Insurance-palooza! All You Need to Know to Protect Your Income and Wealth

Motley Fool Money

Play Episode Listen Later Aug 1, 2026 27:09


It's the first Saturday of the month, which means it's time for the next installment of our 2026 Financial Planning Challenge. We've spent most of this year discussing how to accumulate and manage wealth. This month, we're going to talk about how to protect it. Yes, we're talking about insurance. Host Robert Brokamp is joined by Foolish colleague Amanda Kish to discuss:-The types of insurance every person should consider-How to determine the right amounts of coverage-Considerations when buying a new policy or evaluating a current policy-When it makes sense to get professional help with insurance Host: Robert Brokamp, CFP®, EAGuest: Amanda Kish, CFP®, CFAEngineer: 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

Motley Fool Money
When Leverage Goes Wrong on Wall Street

Motley Fool Money

Play Episode Listen Later Jul 31, 2026 40:43


The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may leave China, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Situational Awareness - Leverage Gone Wrong - Hyperscaler Divergence - Would You Rather? - Tesla in China - Stocks On Our Radar Companies discussed: Tesla (TSLA), GM (GM), Eli Lilly (LLY), Novo Nordisk (NVO), JPMorgan (JPM) SoFi (SOFI), SpaceX (SPCX), Costco (COST), Target (TGT), L3Harris (LHX), Keysight (KEYS). 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

Motley Fool Money
Microsoft Shows the Mag7 What AI Investment Looks Like

Motley Fool Money

Play Episode Listen Later Jul 30, 2026 21:38


Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft's earnings while hating Meta's, and whether Microsoft is the best Mag7 stock right now. Plus, an earnings lightning round and whether single stock or basket is the best approach. Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Meta and Microsoft's earnings reports. - The best MAg 7 stock to buy now -Hidden Gems earning highlights -Maibag: Buy single stocks or bet on several companies in the same industry? Companies discussed: META, MSFT, GOOG, NVDA, MA, V, EME, GRMN, LHX, HD, LOW, AMD, CAT, DE. 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

Motley Fool Money
The Consumer Is All Right!

Motley Fool Money

Play Episode Listen Later Jul 29, 2026 20:27


Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa's results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despite some great numbers from Bloom Energy. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - SoFi's Results - Is SoFi Just a Bank? - Visa's Strong Growth - P&G Is Fine? - Bloom Energy Growth - The AI Trade Companies discussed: SoFi (SOFI), Procter & Gamble (PG), Visa (V), Bloom Energy BE). 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

Motley Fool Money
Paypal to Stripe: You're Going to Have to Do Better Than That

Motley Fool Money

Play Episode Listen Later Jul 28, 2026 25:05


Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe's offer is too low. Matt, Lou, and Tyler digest PayPal's recent earnings and how that changes the dynamic of this acquisition drama. Plus, does Boeing finally have its act together, and why EV adoption is still so slow. Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - PayPal Earnings and Stripe acquisition - Boeing's earnings (without Air Force One) - The investment opportunities as a Boeing supplier - Mailbag: Why not more EV adoption? Why no LCID love? Companies discussed: PYPL, BA, LMT, GD, EADSY, TDG, MOGA, GE, HWM, LCID, GM, TSLA 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

Motley Fool Money
The Hottest IPO of 2026 Will Shock You

Motley Fool Money

Play Episode Listen Later Jul 27, 2026 20:47


Memory has been hot in 2026 and that was no different today. China's CXMT went public and gained nearly 500% on its opening day. We discuss the IPO along with NVIDIA potentially guaranteeing hundreds of billions of investments made to supply OpenAI. Travis Hoium, Lou Whiteman, and Tyler Crowe discuss: - NVIDIA's OpenAI Guarantee - More NVIDIA Investments - A Hot IPO - Memory Gets More Crowded - Merger Mania? - Case for Smaller Acquisitions Companies discussed: NVIDIA (NVDA), United (UAL), Delta (DAL), Norfolk Southern (NSC), Union Pacific (UNP). 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

Motley Fool Money
Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines

Motley Fool Money

Play Episode Listen Later Jul 26, 2026 27:42


The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost always there before the collapse. Motley Fool analyst Rachel Warren sits down with Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, to dig into the psychology behind corporate disaster. She discusses why most fraud starts with self-delusion rather than malice, why the auditors and lawyers and board of directors may not be protecting you the way you think, and why the line between a visionary CEO and a fraudster is thinner — and more unsettling — than most investors realize.  Host: Rachel Warren  Guest: Bethany McLean  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

Motley Fool Money
The Father of the 4% Rule Says Retirees Can Take Out Much More

Motley Fool Money

Play Episode Listen Later Jul 25, 2026 22:02


William Bengen established 4% as the safe withdrawal rate more than 30 years ago. But in subsequent research, he has concluded that 4% is likely much too low. That research is thoroughly explained in his latest book, “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.” In this re-airing of an interview from last August, Bengen joined Motley Fool retirement expert Robert Brokamp to discuss:- how factors such as market valuation and inflation affect the safe withdrawal rate- whether retirees should decrease or increase their allocation to stocks as they get older- Bengen's suggested withdrawal rate for current retirees Host: Robert Brokamp, CFP®, EAGuest: William BengenEngineers: Adam Landfair and 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

Motley Fool Money
What Alphabet's Stock Drop Tells Us About the Market Today

Motley Fool Money

Play Episode Listen Later Jul 24, 2026 40:43


Alphabet's stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what that means for big tech, neoclouds, and the entire supply chain. Plus, we get to Tesla's earnings and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Hall discuss: - Alphabet's Free Cash Flow - Who Blinks? - Tesla's Stock Drop - The Price Is Right - Intel's Earnings - Stocks On Our Radar Companies discussed: BBB Foods (TBBB), Booz Allen Hamilton (BAH), Alphabet (GOOG), Microsoft (MSFT), Meta (META), Amazon (AMZN), Taiwan Semiconductor (TSM), Tesla (TSLA), SpaceX (SPCX), General Motors (GM), Lyft (LYFT), Hims & Hers (HIMS), Palantir (PLTR). Host: Travis Hoium Guests: Lou Whiteman, Jason Hall 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

Motley Fool Money
Mag 7 Starts Burning Cash (for Real)

Motley Fool Money

Play Episode Listen Later Jul 23, 2026 24:55


Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results were different in many ways, there was one common theme that spooked investors: cash burn. Jon, Lou, and Tyler break down the quarter where mag 7 stocks went cash flow negative and what that means. Plus, earnings from Tractor Supply, RTX, and what to watch when PayPal and AirBnb report in the coming weeks. Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Jon Quastl, and Lou Whiteman discuss: - Alphabet's first quarter of cash burn as a public company - Tesla's burning through cash even before spending ramps up. - Pet stores dragging down Tractor Supply's earnings. - RTX's monster order numbers - What to Expect: PayPal and AirBnb Companies discussed: GOOG, TSLA, APPL, IBM, TSCO, RTX, LTM, PYPL, ABNB Host: Tyler Crowe Guests: Jon Quast, 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

Motley Fool Money
Alphabet's New Model & Novo's Lawsuit

Motley Fool Money

Play Episode Listen Later Jul 22, 2026 18:45


A new Gemini model is out and the AI world isn't impressed. But is this Alphabet knowing its business better than anyone else or a loss of the company's magic? Plus, we discuss Novo Nordisk suing Eli Lilly and GE Vernova's stock falling after a great earnings report. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Gemini's Model Dud? - Gemini Pro Delay - Novo Sues Eli Lilly - Novo's Desperation - GE Vernova Earnings - Energy's Peak Companies discussed: GE Vernova (GEV), Alphabet (GOOG), Novo Nordisk (NVO), Eli Lilly (LLY). 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

Motley Fool Money
Capital Market Earnings Crashout

Motley Fool Money

Play Episode Listen Later Jul 21, 2026 23:25


Shares of capital market company MSCI and credit rating agency Equifax both posted double digit declines after posting earnings that were…ok? Matt, Lou, and Tyler dive into what went right and wrong in the most recent earnings and what to make of the two stocks today. Plus, what to make of the oil markets using Halliburton's earnings results and what is the best banking ETF today? Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Equifax & MSCI earnings and stock reactions - AI costs eating into profits - Halliburton's comments on the oil market - Mailbag: Best Banking ETF to buy now? Companies discussed: EFX, MSCI, MS, HAL, XLF, VFH, BRK, V, MA, JPM, KBE, KBWB 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

Motley Fool Money
Chinese AI Just Made History

Motley Fool Money

Play Episode Listen Later Jul 20, 2026 25:23


Spain is the new soccer world champ, but Kalshi was also a winner from the World Cup as it added three million new users. On today's show, Jon, Matt, and Rachel discuss the state of the predictions market and explain how predicting the outcome of an event is fundamentally different than investing in a stock. The team then moves into discussing how China's Kimi K3 AI model could be disruptive to some companies and provide a tailwind for others. And the show closes with a mailbag question about digital advertising.Jon Quast, Matt Frankel, and Rachel Warren discuss:-The World Cup drove adoption of prediction markets-The difference between investing and gambling-How China's Kimi K3 model could disrupt the AI space-Whether Nvidia stock could be a hidden beneficiary-Mailbag: The outlook for digital advertisingCompanies discussed: Kalshi, DraftKings (DKNG), Flutter Entertainment (FLUT), Meta Platforms (META), Anthropic, OpenAI, Nvidia (NVDA), Alphabet (GOOG)(GOOGL)Host: Jon QuastGuests: Matt Frankel, 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

Motley Fool Money
The Old Software Moat Is Dead — How to Spot the Enterprise AI Companies That Are Actually Winning

Motley Fool Money

Play Episode Listen Later Jul 19, 2026 25:47


Most companies say they're doing AI. A surprising number are doing very little — and a Chief AI Officer at one of the world's largest automation platforms has the receipts to prove it. Motley Fool analyst Rachel Warren talks with Adam Field, Chief AI Officer at Tungsten Automation — a company serving 25,000 organizations including 40% of the Fortune 100 — about what separates real AI transformation from expensive spin. They get into why most enterprise AI pilots quietly die before they scale, what "boring AI" actually means and why it's the most important signal investors aren't paying attention to, and why the competitive moat that once made legacy software giants unassailable has effectively disappeared overnight. Host: Rachel Warren Guest: Adam Field Producers: Adam Landfair, 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

Motley Fool Money
The Truth About Spending in Retirement and Why It's Good News

Motley Fool Money

Play Episode Listen Later Jul 18, 2026 13:55


Knowing how much income you'll need in retirement is a key variable in determining how much you need to have saved before you stop working. But what many people believe about how spending progresses over the course of retirement is wrong. Host Robert Brokamp speaks with David Blanchett, the head of retirement research at Prudential Financial and a portfolio manager for PGIM, about what the data shows about real-life retirement spending. Topics covered include: -Why retirees may not need as much inflation protection as is commonly recommended-Healthcare expenses: the retirement wildcard-Why the reality of retirement spending could result in a higher withdrawal rate-Other factors that suggest retirees could withdraw more than the “4% rule” Host: Robert Brokamp, CFP®, EAGuest: David Blanchett: Ph.D., CFP®, CFAEngineer: Bart Shannon, 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

Motley Fool Money
Tech Hits a Wall & Netflix Plunges

Motley Fool Money

Play Episode Listen Later Jul 17, 2026 41:11


Tech stocks have dropped this week as earnings have given investors reason for concern. IBM left a lot to be desired and Netflix dragged on the market as well. We make sense of it all and give you the stocks on our radar.Travis Hoium, Lou Whiteman, and Emily Flippen discuss:- Tech Crashing- What We're Watching- Netflix Earnings- History of Tech- Gemini Delayed- Radar StocksCompanies discussed: TransDigm (TDG), Uber (UBER), Alphabet (GOOG, GOOGL), Micron (MU), Netflix (NFLX).Host: Travis HoiumGuests: Lou Whiteman, Emily FlippenEngineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money
Uber's New Acquisition and GE Aerospace's Search for Parts

Motley Fool Money

Play Episode Listen Later Jul 16, 2026 25:46


Shares of Uber are right about where they were a little over two years ago. The company has been grappling with how to navigate the world of robotaxis. One way is to lean into delivery services, and that's why the company announced the acquisition of Delivery Hero today for $14.8 billion. Matt, Jon, And Tyler discuss Uber's reasons for doing this now and whether a push into delivery can fend of the challenges from robotaxis. Plus, GE Aerospace's having a hard time sourcing materials and whether emerging industries are worth betting on now.Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Uber's acquisition of Delivery Hero- How “sticky” are ridesharing apps- GE Aerospace's earnings- Can AI infrastructure cause supply chain headaches for others?- Mailbag: How to view emerging industries & technologiesCompanies discussed: UBER, DASH, GOOGL, GE, GEV, TMC,Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Brave New World -- hosted by Vasant Dhar
Ep 107: Rule Breaker Investing — David Gardner on Staying the Course

Brave New World -- hosted by Vasant Dhar

Play Episode Listen Later Jul 16, 2026 62:15


David Gardner, co-founder of The Motley Fool, joins Vasant Dhar to discuss his approach to investing - the case for holding great companies for decades, and candid takes on stocks as long-term bets. Useful Resources: 1. David Gardner2. The Motley Fool3. Tom Gardner, CEO, The Motley Fool 4. Bill James5. Peter Lynch6. Fool 24, The Motley Fool On YouTube7. John Sexton8. Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth - David Gardner 9. Fool Community Foundation10. The Motley Fool Investment Guide: Third Edition: How the Fools Beat Wall Street's Wise Men and How You Can Too (An Investment Guide for Beginners) - David Gardner, Tom Gardner 11. The Score: How to Stop Playing Somebody Else's Game -  C. Thi Nguyen12. David Gardner's Stock Picks: Amazon, Tesla, Netflix, Nvidia, Chipotle, Intuitive Surgical, Rocket Lab, Axon Enterprise, Salesforce, Starbucks13. Aswath Damodaran14. Brave New World Episode 33: Aswath Damodaran on Investing15. Philip Tetlock16. Superforecasting: The Art and Science of Prediction - Philip Tetlock17. Da Vinci Surgical Robot18. Service Now19. Anthropic Check out Vasant Dhar's newsletter on Substack. The subscription is free! Order Vasant Dhar's new book, Thinking With Machines  

The Broadcast Retirement Network
Leveraged ETFs: The Fast Money Trap for Long-Term Investors

The Broadcast Retirement Network

Play Episode Listen Later Jul 16, 2026 13:29


Dan Caplinger of The Motley Fool returns to discuss how exchange-traded funds have evolved—and why that evolution can matter more than most investors realize.

Motley Fool Money
Does PayPal Have a Buyer?

Motley Fool Money

Play Episode Listen Later Jul 15, 2026 19:34


Stripe is reportedly circling PayPal in a deal that could end a frustrating run for the fintech giant, but is it a good enough deal to get done? We discuss that and Johnson & Johnson's earnings, plus how Uber has become the incumbent in autonomous vehicles.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- PayPal's Offer- How Stripe Gets a Deal Done- Why PayPal Says “No”- J&J's Earnings- Uber in DC- How Uber Became the IncumbentCompanies discussed: Uber (UBER), Johnson & Johnson (JNJ), Uber (UBER).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Newsletter Operator
Why Nobody Cares About Newsletters Anymore

Newsletter Operator

Play Episode Listen Later Jul 15, 2026 65:17


In today's episode Matt and Kolby break down historic media disruptions—from cable TV's ESPN and CNN to Joe Rogan's $250M Spotify deal—pulling out what's working, what's being left on the table, and who actually has a real thesis on AI today, from The Rundown's $10M+ newsletter to HubSpot's media buying spree.Timestamps: 00:00 Intro: AI Anxiety and Plateauing Founders03:59 The Framework: How Founders Should Respond to AI05:14 Is This an AI Bubble? Cable TV's ESPN and CNN Bet08:35 Web 1.0: Huffington Post's $315M Exit and Motley Fool's Billion-Dollar Run09:32 Viral Video Era: BuzzFeed's Rise, Barstool's $551M Sale12:23 Mobile Wave: Industry Dive's $525M Exit14:12 Axios's Smart Brevity and $525M Sale17:27 The Athletic's $500M Sale, Joe Rogan's $250M Deal, and Mr. Beast19:54 The Common Thread: Every Disruptor Needs a Thesis22:40 Who Has a Real AI Thesis Today?24:59 The Rundown AI's $10M+ Newsletter and Its PE Deal29:31 HubSpot's Strategy of Buying Up Media Companies34:55 Local News, AI-Generated Content, and 6AM City46:06 Breaking Points, Ground News, and the Rise of Trusted Filters53:03 Owning a New Category: Latent Space's AI Engineer Events59:13 Every's Bundled AI Tools and Software-Funded Media

Motley Fool Money
Big Banks Cash In, IBM Crashes Out

Motley Fool Money

Play Episode Listen Later Jul 14, 2026 23:59


BM gave its investors a heads up about the upcoming quarter, and the market didn't like what management had to say. The company's pre-released earnings were lower than analyst expectations, and its raising questions about the spending priorities for IBM's clients. Plus, the big banks all had blowout earnings reports, and it isn't just from cashing in on the SpaceX IPO.Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:- IBM's no good, horrible, no good, very bad day.- Shifting spending habits from enterprise clients.- America's biggest banks reaping huge windfalls- Mailbag: How to buy Treasuries?- Mailbag: What to make of ToastCompanies discussed: IBM, MU, GS, BAC, JPM, WFC, C, TOSTHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: 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

Motley Fool Money
2 Hidden Businesses to Watch as AI Keeps Heating Up

Motley Fool Money

Play Episode Listen Later Jul 13, 2026 20:14


Many investors feel like the AI trend peaked and some AI stocks are taking it on the chin in response. However, Taiwan Semiconductor is showing an accelerated growth rate and Meta Platforms is nearly doubling the scope of one of its important data centers, suggesting the AI buildout is still on. In light of this, Matt and Rachel each highlight a hidden company that can benefit from the trends. Finally, Jon throws a question to them from a listener regarding selling stocks to pay for school, avoiding student loan debt. Jon Quast, Matt Frankel, and Rachel Warren discuss:-Taiwan Semiconductor's accelerated growth in June-Meta Platforms' greatly expanded data center in Louisiana-How Comfort Systems USA benefits from the trends-How Celestica benefits from the trends-Listener question: Should I sell stocks to pay for school? Companies discussed: Taiwan Semiconductor Manufacturing (TSM), Meta Platforms (META), Comfort Systems (FIX), Celestica (CLS) Host: Jon QuastGuests: Matt Frankel, 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

Motley Fool Money
Why Most AI Projects Will Fail — And How to Find the Companies That Won't

Motley Fool Money

Play Episode Listen Later Jul 12, 2026 26:49


ROI supersedes AI. That's the blunt verdict from Steve Lucas, Chairman and CEO of Boomi, who has spent 30 years at the top of enterprise software. With OpenAI burning $3 billion a month and Gartner projecting that up to 40% of enterprise AI projects will be abandoned by 2027, the blank-check era for AI spending is over — and the reckoning is coming faster than most investors realize. Motley Fool analyst Rachel Warren sits down with Steve to unpack what Wall Street is missing: why the next wave of AI winners won't be the flashy model makers, how to spot the difference between a real AI strategy and expensive spin, and the single metric that separates transformative technology from hype. Host: Rachel Warren Guest: Steve Lucas 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

Motley Fool Money
Trump Accounts Are Live, But Are They the Best Choice?

Motley Fool Money

Play Episode Listen Later Jul 11, 2026 28:21


If you'd like to help a child, grandchild, or other young person get started investing, you have a few options when it comes to the type of account to open. Starting this month, a new option is available: Trump Accounts. Fools Robert Brokamp and Joel O'Leary discuss the details, pros, and cons. Topics covered:-Eligibility and contribution limits for Trump Accounts-The tax advantages, including potentially converting them to Roth accounts-The drawbacks, limitations, and potential penalties if money is withdrawn before age 59 1/2-The best use cases for Trump Accounts, and other types of accounts that might be more appropriate for the youngsters in your lifeHost: Robert Brokamp, CFP®, EAGuest: Joel O'LearyEngineer: 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

Motley Fool Money
What History Teaches Us About Today's Market

Motley Fool Money

Play Episode Listen Later Jul 10, 2026 40:59


There's no question artificial intelligence is the next big paradigm shift in technology, but how that shift plays out could determine how investors can make money. We discuss what we can learn from the PC era, the internet boom and bust, and the mobile phone era in technology. Plus, we discuss our hidden gems and stocks on our radar. Travis Hoium, Andy Cross, and Lou Whitman discuss: - 80s Lessons - .com Infrastrucuture - Internet Disruptors - How AI Plays Out - Hidden Gems - Stocks on our Radar Companies discussed: Delta (DAL), Primo Brands (PRMB), Aritzia (ATZ), NVIDIA (NVDA), Apple (AAPL), TSMC (TSM), Intuit (INTU). Host: Travis Hoium Guests: Andy Cross, Lou Whitman 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

Motley Fool Money
Meta Has Been Busy

Motley Fool Money

Play Episode Listen Later Jul 9, 2026 27:32


It's not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these new AI, semiconductor manufacturing, and prediction market initiatives are value adding ideas or wasted capital . Plus, is GE Vernova worth its current price tag and what to make of communications REIT American Tower Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Meta's new AI models and pricing stragegy - Is Meta have a strategy or just “trying things”? - Mailbag: Is GE Vernova overvalued? - Mailbag: Can American Tower overcome these challenges Companies discussed: META, AVGO, TSM, NVDA, AMD, AMZN, GOOGL, GEV, SMEGF, AMT 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

Motley Fool Money
Oil Pulls the Market Lower Again

Motley Fool Money

Play Episode Listen Later Jul 8, 2026 23:10


Oil rose sharply early on Wednesday and the market didn't like what it saw. But oil may not be the big driver of stocks that it was a few months ago and the pullback may simply be a healthy breather for hot stocks. Plus, we discuss some new EVs hitting the market and how satellites could disrupt telecom. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Oil Is Up Again - Market Breather? - Can a Cheap EV Win? - Why Americans Buy Big - Is AMT's Debt a Problem? - Will Satellites Disrupt Telecom? Companies discussed: American Tower (AMT), Verizon (VZ), AT&T (T), General Motors (GM), Ford (F), Stellantis (STLA), Micron (MU), Sandisk (SDSK). 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

Motley Fool Money
AI Expectations Hit a Fever Pitch

Motley Fool Money

Play Episode Listen Later Jul 7, 2026 22:38


Every quarter recently, semiconductor stocks keep churning out incredible numbers. And every quarter, it seems as those companies somehow “miss expectations”. The most recent example was when Samsung Electronics reported a 1,900% increase in profits, the stock dropped so much it halted trading on the Korean composite index. Lou, Matt, and Tyler dig into the expectations game Wall Street is playing and the underlying trends still supporting it. Plus, defense companies are making moves at the NATO summit and investor questions. Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Samsung's big profits and big stock drop - Amazon's $25 billion debt deal - Lockheed Martin goes underwater - Are defense companies ready for the changing landscape? - Mailbag: How to navigate the Sunk Cost Fallacy? Companies discussed: SSLNF, MU, HXSCL, AMZN, GOOG, LMT, NOC, KTOS, AVAV, LHX, BOC, RKLB 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

Motley Fool Money
Are Index Funds Making the Market “Irrational”?

Motley Fool Money

Play Episode Listen Later Jul 6, 2026 27:23


Matt, Rachel, and Jon talk about SK Hynix's upcoming U.S. IPO, explaining what high-bandwidth memory is and which companies could potentially benefit from the company's IPO proceeds. The Motley Fool Hidden Gems Investing team then tackles two questions from the mailbag. The first relates to SpaceX and ETFs. The second talks about how ETFs and index funds have potentially changed the structure of the stock market. Jon Quast, Matt Frankel, and Rachel Warren discuss: -High bandwidth memory for AI -SK Hynix's U.S. IPO -What happens with ETFs when companies go public? -How ETFs and Index Funds influence markets -Rational vs irrational stock prices Companies discussed: SK Hynix (SKHY), Micron (MU), Samsung, Nvidia (NVDA), ASML (ASML), Lam Research (LRCX), Applied Materials (AMAT), Space Exploration Technologies (SPCX), ERShares Private-Public Crossover ETF (XOVR), Fundrise Innovation Fund (VCX) 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

The Investopedia Express with Caleb Silver
Breaking Investing Rules with the Ultimate Fool

The Investopedia Express with Caleb Silver

Play Episode Listen Later Jul 6, 2026 48:40


The Motley Fool has educated and helped enrich millions of individual investors since it was founded thirty-three years ago, and it is still breaking rules today. Co-founder and Chief Rule Breaker, David Gardner joins the show with some of his favorite investing lessons and why he thinks we are still in the golden age of investing. Plus, Space X jumps the line and joins the Nasdaq 100 and several other indexes less than one month from its IPO. Like it or not, your portfolio just went galactic. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Motley Fool Money
The Man Who Survived 47 Days on a Raft Has a Lesson for Every Investor

Motley Fool Money

Play Episode Listen Later Jul 5, 2026 24:12


Every market downturn will test you. Not your strategy, not your portfolio — you. And the investors who come out the other side aren't the ones who had the best picks going in. They're the ones who learned how to take a hit, stay in the game, and get smarter because of it. Motley Fool's Tom Gardner sits down with Louis Zamperini — World War II survivor, Olympic runner, and the man whose story inspired the bestselling book Unbroken — to talk about why the people who overcome the most become the hardest to beat, and why the moment everything in your portfolio drops 50 percent is actually the most important moment of your investing life. Host: Tom Gardner Guest: Louis Zamperini 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

Motley Fool Money
Behind Wall Street's Scorching Quarter

Motley Fool Money

Play Episode Listen Later Jul 3, 2026 41:06


Q2 2026 was the best year on Wall Street since 2020 and AI led the way. But the gains weren't evenly distributed and we discuss what's sustainable and what's not in the market. Plus, we discuss Meta becoming a neocloud and look back on the U.S. stocks that defined the past four decades. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Record Q2 Performance - How AI Ruled the Day - Meta the Neocloud? - What Happened to Compute Constraint? - History of U.S. Stocks - Stocks on Our Radar Companies discussed: Meta Platforms (META), Netflix (NFLX), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG, GOOGL), Walmart (WMT), Home Depot (HD), Microsoft (MSFT), Cisco (CSCO), Dell (DELL), GE (GE), Columbia Banking (COLB), Axon (AXON). 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

Motley Fool Money
The Challenges of the China Market

Motley Fool Money

Play Episode Listen Later Jul 2, 2026 25:47


HAve you noticed that more and more companies are finding the Chinese market is a headwind for companies? You're not alone. Automotive companies, clothing retailers, beauty products, and many more are either losing market share or seeing sales decline. Jon, Matt, and Tyler break down why the Chinese market has been such a challenge for so many companies, who could be the next company to experience this, and how investors can navigate this trend. Plus, the unconventional winners & losers of the S&P 500 and listener questions. Tyler Crowe, Matt Frankel, and Jon Quast discuss:- S&P 500's (volatile) winners and losers in 2026 so far- The unexpected winners and losers- The changing Chinese market- Could Apple and memory be the next China market victims?- Mailbag: Navigating fair values for stocks Companies discussed: CASY, TSCO, GLW, FICO, NKE, LVMH, AAPL, SBUX, DECK, CAT, MSFT, 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

Motley Fool Money
Is The Oil Crisis Over? Or Is It Just Beginning?

Motley Fool Money

Play Episode Listen Later Jul 1, 2026 19:34


Oil prices have plunged in recent weeks as the war in Iran appears to be coming to a halt. But why did predictions of $200 oil never materialize? We discuss the underlying dynamics. We also covered a new stablecoin that could be disruptive to payments and why Nike's comeback is stalling out. Travis Hoium, Lou Whiteman, and Tyler Crowe discuss: - Why Oil Prices Are Dropping - Did China Prevent an Energy Crisis? - The New Open USD Stablecoin - Are Stablecoins Disruptive? - Nike's Earnings - Can Nike Make a Comeback? Companies discussed: Nike (NKE), Visa (V), Mastercard (MA). 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

Motley Fool Money
Picking the Winners of the Honeywell Breakup

Motley Fool Money

Play Episode Listen Later Jun 30, 2026 27:18


The Honeywell International of 10 years ago is now six different publicly traded companies. This week, Honeywell International split with Honeywell Aerospace to complete the pre-planned separation. Tyler, Matt, and Lou look break down the prospects for the disparate parts as standalone companies and pick which ones will be the outperformers based on recent spinoffs and separateions. Plus, a busy week of deals and an investor question about covered call ETFs Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Digital Realty buying data centers - Building materials industry consolidation - Keeping track of what assets went where at Honeywell - Recent successes (and failures) with spinoffs - Mailbag: When to covered call index ETFs work? Companies discussed: DLR, BX, CSL, OC, MLM, BLD, QXO, ON, SYNA, HON, HONA, SOLS, QNT, GE, GEV, GEHC, RTX, CARR, OTIS, DOW, DD, CTVA, CMCSA, BRK-B, SPYI, QQQI, CHPY, BTCI 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

Motley Fool Money
Rocket Lab Shakes Up Satellite Communications

Motley Fool Money

Play Episode Listen Later Jun 29, 2026 21:27


Jon, Matt, and Rachel dissect the latest breakup news from Comcast as the media giant intends to spin off assets under its NBCUniversal entity. This could unlock value but could shake up the streaming landscape. The team then moves on to Rocket Lab's $8 billion acquisition of Iridium before ending with a listener question about selling stocks. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Comcast spins off NBCUniversal -Whether NBCUniversal is an attractive takeover target -Rocket Lab's $8 billion acquisition -Selling stocks you love to buy stocks you love more Companies discussed: Rocket Lab (RKLB), Iridium (IRDM), Space Exploration Technologies (SPCX), Comcast (CMCSA), Versant Media Group (VSNT), Amazon (AMZN), Apple (AAPL) 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

Motley Fool Money
The AI Headlines You Should Be Most Suspicious Of

Motley Fool Money

Play Episode Listen Later Jun 28, 2026 28:48


The companies dominating AI headlines right now may not be the ones actually winning. In fact, according to Julie Averill, the loudest signals are often the ones most worth questioning. As former global CIO of Lululemon — where she helped oversee one of retail's most successful tech transformations — Julie has spent decades separating real change from corporate theater. Motley Fool analyst Rachel Warren sits down with Julie, now author of Chief Impact Officer, to unpack what AI washing actually looks like from the inside, why 87% of CEOs say psychological safety matters but only 13% believe their company has it, and what that gap means for the stocks in your portfolio. Host: Rachel Warren Guest: Julie Averill 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

Motley Fool Money
401(k) Champions and Soaring Value Stocks

Motley Fool Money

Play Episode Listen Later Jun 27, 2026 21:45


Most of the education about work-sponsored retirement plans comes from the employer or the plan provider. But you could be a source of knowledge and encouragement to your colleagues, friends, and relatives. Robert Brokamp discusses grassroots retirement education with Julie Jason, the founder and CEO of Jackson, Grant Investment Advisers and the creator of the annual 401(k) Champion Award. (Visit 401kchampion.com to nominate yourself or someone you know.)Also in this episode:-Many value stock index funds are beating the S&P 500 so far this year, thanks to some surprisingly large holdings in high-flying tech stocks-Student loan borrowers can get a larger interest rate deduction if they sign up for autopay by Sept. 30-How much do workers contribute to their 401(k)s, and how many take advantage of features like catch-up contributions and Roth accounts?-At almost halfway through the year, now is a great time to evaluate whether you are having the right amount of taxes withheld from your paycheck Host: Robert Brokamp, CFP®, EAGuest: Julie Jason, JD, LLMEngineer: 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

Motley Fool Money
The New Villian in Tech

Motley Fool Money

Play Episode Listen Later Jun 26, 2026 41:06


Memory prices have skyrocketed because of AI demand and that's not extending into the consumer market after Apple raised prices on nearly all of its products. We discuss why memory is up and how Silicon Valley made itself a villain in the age of AI. Plus, we go through what technologies may be disruptive and stocks on our radar. Travis Hoium, Jon Quast, and Lou Whiteman discuss: - AI, The Villian - Why Memory Costs Hit Apple - Who Says “Enough”? - Is There Rationality in Tech? - Disruptive or Sustaining Innovation - Stock on our Radar Companies discussed: Tractor Supply (TSCO), Lockheed Martin (LMT), Apple (AAPL), Micron (MU), NVIDIA (NVDA). Host: Travis Hoium Guests: Jon Quast, 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

Motley Fool Money
Nuclear Energy Gets a Big Government Boost (Again)

Motley Fool Money

Play Episode Listen Later Jun 25, 2026 24:27


If it wasn't apparent already, the Federal government has made expanding the fleet of nuclear reactors a strategic priority. This week, the Department of Energy announced a new financing deal that will encourage the development of 10 new nuclear reactors in the U.S. Matt, Jon, and Tyler break down what this means and whether the companies in the industry will see big gains from it. Plus, Qualcom's investor day, IBMs breakthrough chip design, and investing in energyTyler Crowe, Matt Frankel, and Jon Quast discuss:- Qualcomm announced it wants to join the AI party- Where will Qualcomm's new chips come from?- IBM's new less-than-nanometer chip design- Nuclear power's getting even more government help- Mailbag: Where to invest in energy as a young investorCompanies discussed: QCOM, AAPL, SSNLF, IBM, NVDA, GOOG, INTC, CCJ, BEP, BAM, CEG, GEV, PWR, FSLR, NEE, VSTHost: 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

Motley Fool Money
Micron Day Is Here!

Motley Fool Money

Play Episode Listen Later Jun 24, 2026 18:30


Like it or not, Micron is driving the stock market and the company's earnings report will tell us a lot about the future of memory and compute demand. Plus, we talk about Meta's new prediction markets app and Alphabet joining the Dow Jones Industrial Average.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Memory's Wild Ride- Micron's Earnings- Meta & Prediction Markets- Can Zuck Innovate?- Alphabet Joins the Dow- Why the Dow Doesn't MatterCompanies discussed: Micron (MU), Meta Platforms (META), Alphabet (GOOG, GOOGL).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

Motley Fool Money
Big Pharma Has a Case of Merger Mania

Motley Fool Money

Play Episode Listen Later Jun 23, 2026 20:59


It hasn't been in many headlines (thanks, AI), but pharmaceutical companies are on a merger & acquisition spree that could break records. With more than $126 billion in deals so far this year, companies are looking for novel drug canddiates and clinical stage companies to bolster their own development pipeline. We'll take a dive into what's driving this M&A frenzy and what companies look interesting in the pharmaceutical space today.Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:- Big Pharma using big wallets for M&A- Who's at risk of running off a patent cliff- Regulatory changes adding fuel to the fire- Companies doing great for patients (and investors)- Mailbag: Is Pfizer ok? Companies discussed: LLY, MRK, UTHR, ASND, PFE, ABBV, GSK, NVO, RHHBYHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: 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

Motley Fool Money
Toy Story 5 Reaches For the Sky

Motley Fool Money

Play Episode Listen Later Jun 22, 2026 22:36


The Hidden Gems investing team dissects the big weekend for Toy Story 5 and which stocks could be winners with a resurgent box office. From there Jon, Matt, and Rachel look at how natural gas is poised to power data centers before ending on a listener's question regarding value investing and how things have changed since Warren Buffett got his start.Jon Quast, Matt Frankel, and Rachel Warren discuss:-Toy Story 5's $160 million opening weekend-Hidden winners with growing box office sales-Microsoft's deal with Chevron to power a Texas data center-Why natural gas is increasingly a consideration-How value investing has changed over the yearsCompanies discussed: Disney (DIS), Netflix (NFLX), Apple (AAPL), EPR Properties (EPR), Chevron (CVX), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOG)(GOOGL), Amazon (AMZN), EQT (EQT), GE Vernova (GEV), Caterpillar (CAT), Berkshire Hathaway (BRK.A)(BRK.B), Lumentum (LITE), Coherent (COHR), Coca-Cola (KO)Host: Jon QuastGuests: Matt Frankel, 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

Motley Fool Money
The Companies That Sound Most Confident May Be the Ones to Worry About

Motley Fool Money

Play Episode Listen Later Jun 21, 2026 27:40


Every time you listen to an earnings call, you're scanning for signs that a company knows where it's going. But what if the most confident-sounding language is actually the biggest red flag? Motley Fool analyst Rachel Warren sits down with Phil LeBrun, former international CIO of McDonald's, and Dr. Jana Werner, executive advisor at AWS — co-authors of The Octopus Organization — to unpack why 70 to 90 percent of corporate transformations never deliver what they promised, what they call watermelon reporting — green on the outside, red on the inside — and the words that reveal whether a company is truly built for the future, or just really good at sounding like one. Host: Rachel Warren Guests: Dr. Jana Werner and Phil Le-Brun 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

Motley Fool Money
Mailbag! Maximizing Dividends, Spending in Retirement, Managing a 529

Motley Fool Money

Play Episode Listen Later Jun 20, 2026 23:51


Host Robert Brokamp is joined by Fool contributor Dan Caplinger to answer financial planning questions sent in from listeners, including:-How do ETFs affect the recommendation to own 25 to 50 stocks?-How can a new retiree switch from saving to spending after decades of frugality?-Since stock prices drop after a dividend payment, is it a “nothing-burger”?-How to manage a 529 as a kid gets ready to go to college?-Should you automatically reinvest dividends or use the cash to invest in something else?-What to do when you're getting a late start on saving for retirement?Host: Robert Brokamp, CFP®, EAGuest: Dan CaplingerEngineer: 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

Motley Fool Money
More Layoffs, Acquisitions, and SpaceX Becomes AI Company

Motley Fool Money

Play Episode Listen Later Jun 19, 2026 40:56


Are layoffs starting to backfire in Silicon Valley? As Robinhood and Rivian announce job cuts, employees at Meta Platforms are starting to revolt against job cuts and reassignments into jobs they didn't sign up for. Plus, we discuss Fox buying Roku, SpaceX's $60 billion acquisition, and play the World Cup of Investing. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: - Robinhood and Rivian Layoffs - Are Layoffs Backfiring? - Fox Buys Roku, But Why? - SpaceX Buys Cursor - World Cup of Investing - Stocks On Our Radar Companies discussed: Petrobras (PBR), Mercado Libre (MELI), ASML (ASML), Spotify (SPOT), Samsung, Tencent (TCEHY), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Life Time Holdings (LTH), Rivian (RIVN), Meta Platforms (META), Robinhood (HOOD), Roku (ROKU), Fox (FOXA), SpaceX (SPCX). Host: Travis Hoium Guests: Lou Whiteman, and 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

Motley Fool Money
IT Consulting is Not Having a Good Time

Motley Fool Money

Play Episode Listen Later Jun 18, 2026 21:24


Data centers might have a climate problem. With more than 80% of data centers worldwide in regions at high risk of drought, flooding, or wildfires. The implication of these trillions in investment being at elevated risk to weather related disasters could have some major downstream issues. Pluis, a dive into Accenture's earnings and the challenges facing the IT consulting industry.Listeners, we want your voices heard. The SEC is proposing that companies cut their regular reporting in half to two times a year. We think that's a mistake for individual investors.The SEC will take public comments on this issue until July 6th. We want to #savethe10q. Go to https://www.fool.com/investing/2026/06/15/motley-fool-save-the-10q/ to read our full statement and learn how to submit a public comment to the SEC.Companies discussed: META, TSMC, SPCX, TSLA, BMI, ITRI, VRT, ACN, EXLS, GLOB, IBMHost: Tyler CroweGuests: Matt Frankel, Jon QuastlEngineer: 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

Motley Fool Money
Snap's Specs Gamble

Motley Fool Money

Play Episode Listen Later Jun 17, 2026 18:45


The smartphone could be a thing of the past if Snap has its way an Specs take over the market. But at $2,195 it could be a tall task selling these to consumers, even if they were stylish. Plus, we talk about Rivian's layoffs and Eli Lilly's latest acquisition. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Snap's new Specs - Rivian announces more layoffs - Eli Lilly's acquisition spree continues Companies discussed: Snap (SNAP), Rivian (RIVN), Eli Lilly (LLY), Tesla (TSLA), Meta Platforms (META). 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