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Right Trend, Wrong Stock

29 Mar 2025

Contributed by Lukas

Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made a...

Volatility, Divestitures, and IPOs

28 Mar 2025

Contributed by Lukas

Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have t...

The Future of Google Search

27 Mar 2025

Contributed by Lukas

The majority of Alphabet’s sales comes from search, and ChatGPT’s product continues to get better. (00:21) Jason Moser and Ricky Mulvey discuss: ...

Chewy Fetches Growth

26 Mar 2025

Contributed by Lukas

A discount retailer sheds some branches; a pet supply store picks up a few extra treats. (00:21) Tim Beyers and Mary Long discuss the difference in d...

Looking Back on Berkshire’s Outperformance

25 Mar 2025

Contributed by Lukas

Over the past five years, Warren Buffett’s returns have beaten the S&P 500 and the NASDAQ, even as Berkshire keeps hundreds of billions in cash and ...

How To Tune Out Market Noise

24 Mar 2025

Contributed by Lukas

Tariffs and tech bubbles and uncertainty, oh my! (00:21) Asit Sharma and Mary Long discuss: - Companies that could be celebrating on April 2. - What’...

“Uncertainty is Winning”

22 Mar 2025

Contributed by Lukas

What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to...

Market Movers: Jerome Powell and Jensen Huang

21 Mar 2025

Contributed by Lukas

Two of the most influential voices in the market had something to say this week. (00:21) Asit Sharma and Jason Moser discuss: - Fed Chair Powell’s...

The Fed Keeps It Steady

20 Mar 2025

Contributed by Lukas

Chair Jerome Powell thinks the chances of a recession are low, though the economic outlook is more uncertain. (00:21) Ricky Mulvey and Nick Sciple di...

Nvidia’s New Chips, with a Side of Valuation

19 Mar 2025

Contributed by Lukas

Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? (00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super...

Alphabet’s $32 Billion Cybersecurity Play

18 Mar 2025

Contributed by Lukas

If approved, the technology giant will make the largest acquisition in its company’s history by purchasing Wiz. (00:14) Jason Moser and Ricky Mulve...

Pepsi, Poppi, and the Creosote Bush

17 Mar 2025

Contributed by Lukas

To stay on top, the consumer giants need a player in every potential market. (00:21) David Meier and Dylan Lewis discuss: - February retail numbers ...

Intro to Micro Caps

15 Mar 2025

Contributed by Lukas

How does a maker of pesto sauce become a 28-bagger? The recipe calls for profitability, focused management, and sustainable earnings, along with a few...

The Uncertainty-Fueled Market Correction

14 Mar 2025

Contributed by Lukas

Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard. (00:21) Jason Moser an...

Welcome Back to Correction Territory

13 Mar 2025

Contributed by Lukas

Volatility is the price of admission for long-term investing. (00:21) Anthony Schiavone and Ricky Mulvey discuss: - Investing mindset for market corr...

Fear, Greed, and Quiet Exuberance

12 Mar 2025

Contributed by Lukas

Wall Street is fearful. Should you be greedy? (00:21) David Meier and Mary Long discuss: - What’s changed and stayed the same since March 2020. - I...

Should Investors Prepare for a Recession?

11 Mar 2025

Contributed by Lukas

And what’s that mean for long-term stock investors? (00:21) Asit Sharma and Ricky Mulvey discuss: - The tech stock sell-off. - If the investing the...

Redfin is “Under Contract”

10 Mar 2025

Contributed by Lukas

Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks. (00:21) Tim Beyers and...

Marc Benioff on Agentic AI and Salesforce’s Next Chapter

08 Mar 2025

Contributed by Lukas

Marc Benioff is the founder and CEO of the cloud-based software company Salesforce. Dylan Lewis caught up with Benioff to discuss: - Why Salesforce do...

Tariffs Tangle Markets, Businesses, Investors

07 Mar 2025

Contributed by Lukas

When uncertainty spikes, our ability to look out into the future shrinks. (00:21) Emily Flippen and Matt Argersinger discuss: - How the shifting ta...

Kroger CEO Kicked Out of Grocery Store

06 Mar 2025

Contributed by Lukas

On the first call since Kroger CEO Rodney McMullen’s departure, not a mention of the former CEO was heard. (00:21) Nick Sciple and Ricky Mulvey dis...

Crypto's New Backer

05 Mar 2025

Contributed by Lukas

BlackRock wants to buy ports; Trump wants to buy crypto. (00:21) Asit Sharma and Mary Long discuss: - How investors can prepare for potential “dist...

Tariffs Become Reality

04 Mar 2025

Contributed by Lukas

The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality? (0...

Now Serving: IPOs, Exits, Extra Cheese

03 Mar 2025

Contributed by Lukas

A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza. (00:21) Bill Barker and Dylan Lewis discuss: - Mixue’...

The State of Weight-Loss Drugs

01 Mar 2025

Contributed by Lukas

$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years. Motley Fool analyst Karl...

Nvidia, Apple, and Eli Lilly: Manufacturing the Future

28 Feb 2025

Contributed by Lukas

The great buildout for AI and GLP-1 drugs continues. (00:21) Jason Moser and Matt Argersinger discuss: - How Nvidia continues to deliver in the fac...

What Drives Nvidia’s Growth?

27 Feb 2025

Contributed by Lukas

The tech giant is a data center business. (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Wall Street is shrugging off Nvidia’s 78% yearly reve...

“The Apple of Public Safety”

26 Feb 2025

Contributed by Lukas

Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong. (00:21) Jason Moser and Mary Long discuss: ...

Celsius Pays for Growth

25 Feb 2025

Contributed by Lukas

Some of the most speculative names in the market are seeing steep declines. What did you expect? (00:21) Jim Gillies and Ricky Mulvey discuss: - The ...

Warren Buffett’s State of the Market

24 Feb 2025

Contributed by Lukas

Berkshire’s cash hoard is approaching “Dr. Evil” levels. (00:21) Tim Beyers and Dylan Lewis discuss: - Warren Buffett’s message to investo...

Malcolm Gladwell, Social Engineering and The Magic Third

22 Feb 2025

Contributed by Lukas

If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs. Malcolm Gladwell’s latest book is Reve...

Walmart, Etsy Face Tighter Wallets

21 Feb 2025

Contributed by Lukas

The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending. (00:21) Asit Sharma and Jas...

What’s Cooking at Toast

20 Feb 2025

Contributed by Lukas

… and why the stock is “nowhere near fully valued.” (00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech compan...

The Infrastructure Behind the AI Revolution

19 Feb 2025

Contributed by Lukas

If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution. (00:21) David ...

Apple's Next iPhone and Robotics Future

18 Feb 2025

Contributed by Lukas

Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store? (...

The Business of Broadway

15 Feb 2025

Contributed by Lukas

There’s a phrase that’s common among those in the theater industry: You can’t make a living, but you can make a killing. Jill Furman is a thea...

Valentines Day: Love, Money, and Stocks

14 Feb 2025

Contributed by Lukas

The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this...

Cyclical Stocks Cycle

13 Feb 2025

Contributed by Lukas

Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased. (00:21) Alicia Al...

Musk Applies For New Job

12 Feb 2025

Contributed by Lukas

Now he wants to run OpenAI. (00:21) Jason Moser and Mary Long discuss: - Elon Musk’s bid for OpenAI - What BYD’s rollout of self-driving technolog...

A Shopify Takeover

11 Feb 2025

Contributed by Lukas

We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss: -...

Dunkin', Kendrick on Offense at Super Bowl

10 Feb 2025

Contributed by Lukas

The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime. (00:14) David Meier and Dy...

What Great Investors Do

08 Feb 2025

Contributed by Lukas

The principles of investing are fairly simple to understand. Application requires some intensity. William Green is the author Richer, Wiser, Happier...

Big Tech’s $300B Spending Spree

07 Feb 2025

Contributed by Lukas

DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend. (00:43) Ron Gross and Jason Moser discuss: - What the Jobs report and the tariff h...

Americans Take Weight-Loss Drugs, Eat Salty Snacks

06 Feb 2025

Contributed by Lukas

Two things can be true. (00:14) Bill Barker and Ricky Mulvey discuss: - Legislation to ban DeepSeek on US government devices. - Hershey’s quarter, ...

How Do You Value Alphabet?

05 Feb 2025

Contributed by Lukas

Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on...

Your Political Brain vs. Your Investing Decisions

04 Feb 2025

Contributed by Lukas

Think you know how the trade wars will shake out? Don’t bet on it. (00:14) Jim Gillies and Ricky Mulvey discuss: - The reaction to potential tariff...

Global Trade, Tariffs, AI Efforts

03 Feb 2025

Contributed by Lukas

The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech. (00:14) Asit Sharma...

What Does Masayoshi Son Want?

01 Feb 2025

Contributed by Lukas

The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi S...

DeepSeek Disrupts, Big Tech Responds

31 Jan 2025

Contributed by Lukas

The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending. (00:...

The Hyperscalers Are Hyper-Spending

30 Jan 2025

Contributed by Lukas

Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment...

Starbucks' Slow Drip Recovery

29 Jan 2025

Contributed by Lukas

New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic. (00:14) Anthony Schiavone and Dylan Lewis discuss: - The mar...

JetBlue Has Jet Lag

28 Jan 2025

Contributed by Lukas

The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around? (00:14) Jason Moser and Mary Long discuss: - ...

DeepSeek and AI’s Efficiency Era

27 Jan 2025

Contributed by Lukas

The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less. (00:14) Tim...

How Nvidia Changed the World

25 Jan 2025

Contributed by Lukas

There’s more to the legendary chipmaker than its tech stack. Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The...

S&P 500: New Highs, Same Valuation Questions

24 Jan 2025

Contributed by Lukas

At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committ...

AI Gets Star Power

23 Jan 2025

Contributed by Lukas

...as if it didn’t have enough already! (00:14) Asit Sharma and Mary Long discuss: - The new venture to build out American AI infrastructure. - How...

Party On Netflix!

22 Jan 2025

Contributed by Lukas

Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the ...

Focus on (Tangible) Value

21 Jan 2025

Contributed by Lukas

Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so ...

The Future of AI and The Nature of Consciousness

18 Jan 2025

Contributed by Lukas

There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex pl...

TikTok on the Clock

17 Jan 2025

Contributed by Lukas

170 million TikTok users in the U.S. might be up for sale. What are they worth? (00:42) Matt Argersinger and Bill Mann discuss: - The looming TikTo...

Big Bank Energy

16 Jan 2025

Contributed by Lukas

2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better. (00:14) Matt Frankel and Mary Long break down big ba...

Investors Check the Label on Retail

15 Jan 2025

Contributed by Lukas

Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track...

Steel Bids, TikTok Battles

14 Jan 2025

Contributed by Lukas

Fights are unfolding for companies in two very different industries: Steel and social media. (00:21) Jason Moser and Mary Long discuss: - Why so many ...

Cloudy With a Chance of Burgers

13 Jan 2025

Contributed by Lukas

Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them? (00:14) David Meier and Dylan Lewis dis...

David Gardner, The Case for Rational Optimism

11 Jan 2025

Contributed by Lukas

You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history. David Gardner is a co-founder...

Amazon and Disney See Ad Dollars

10 Jan 2025

Contributed by Lukas

Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business u...

The Future According to Jensen Huang

08 Jan 2025

Contributed by Lukas

It’s Nvidia’s world, and we’re just living in it. (00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus: - All “the coo...

The WWE's Premiere on Netflix

07 Jan 2025

Contributed by Lukas

Last year, Netflix reportedly spent more than $5 billion for a 10 year rights agreement with the WWE. Last night was the first chapter for viewers. (0...

How To Get Started Investing

07 Jan 2025

Contributed by Lukas

If your resolution involves the word “investing,” you’ve come to the right place. Mary Long talks with a handful of Fools and analysts about: ...

Unbundle, Re-Bundle, Sell Ads

06 Jan 2025

Contributed by Lukas

Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising. (00:14) Tim...

OpenAI’s Magic Number? $100B

03 Jan 2025

Contributed by Lukas

Money is the major milestone for how OpenAI and Microsoft are thinking about the holy grail of artificial intelligence – AGI. (00:45) Asit Sharma ...

2025 Goals: Invest Better, Budget Smarter

02 Jan 2025

Contributed by Lukas

Almost 70% of Americans have a financial resolution for the New Year. What’s yours? (00:14) Tim Beyers and Ricky Mulvey discuss: - How newer investo...

2024’s Winners and Losers

31 Dec 2024

Contributed by Lukas

The S&P 500 finished the year up about 24%, more than double the index’s average annual return. (00:49) Asit Sharma and Ricky Mulvey check in on th...

Don't Be a Grinch, Keep Holding

30 Dec 2024

Contributed by Lukas

We set the path for being better investors and friends in 2025.   (0:13) Jason Moser and Dylan Lewis discuss: - How some profit-taking and tax los...

Your 2025 Stock Market Preview

27 Dec 2024

Contributed by Lukas

New year, new market? We preview what’s in store for investors in 2025, the companies we’re excited to watch and the businesses we’re worried ab...

The Other Business Stories Catching our Attention

24 Dec 2024

Contributed by Lukas

See more music, talk to strangers, play more games. Ricky Mulvey, Mary Long, and Asit Sharma take a look at the business-adjacent stories that caught ...

Everyday Low Prices > Treasure Hunting

23 Dec 2024

Contributed by Lukas

If your company isn’t a growth business, what’s the advantage of being in the public markets? (00:14) Jim Gillies and Ricky Mulvey discuss: - Why ...

Best-of Interview: Tom Vice, CEO of Sierra Space

22 Dec 2024

Contributed by Lukas

Tom Vice is the CEO of Sierra Space, a company building an end-to-end business and technology platform in space to benefit life on earth. Think, space...

Space Internet Comes to Earth

21 Dec 2024

Contributed by Lukas

For the most part, our phones work about 95% of the time. But head outside of suburbia, and things get patchy quickly. What would it take to close tha...

AI & You, AI & Reddit

20 Dec 2024

Contributed by Lukas

For our annual best-of interviews show, we look at the topic of the year – artificial intelligence – through two different lenses: how individuals...

The Market Takes a Breather

19 Dec 2024

Contributed by Lukas

The S&P 500 is still up about 25% this year, far outpacing historical averages. (00:14) Anthony Schiavone and Ricky Mulvey discuss: - Why traders are ...

Nissan = Cars with Baggage

18 Dec 2024

Contributed by Lukas

Who wants to buy a struggling car company? Honda does! Well, maybe. (00:14) David Meier and Mary Long discuss: - What merger rumors signal about Nissa...

Young Investors, Root for a Bear Market

17 Dec 2024

Contributed by Lukas

Investing is a decades-long game. (00:14) Bill Barker and Ricky Mulvey discuss: - The Federal Trade Commission’s ruling on junk fees. - What killed ...

Apple Rethinks the iPhone

16 Dec 2024

Contributed by Lukas

Thinner, cheaper, and possibly foldable. Apple engineers are working hard to convince you to buy a new phone. (00:14) Asit Sharma and Ricky Mulvey dis...

Axon President on AI, AR, and Drones as First Responders

15 Dec 2024

Contributed by Lukas

Axon is on a mission to protect life. As the company works to make the bullet obsolete, the stock has soared, up nearly 160% in the past year alone an...

2024 in Review: Financials

14 Dec 2024

Contributed by Lukas

It’s been a banner year for banks. Even the worst performer among the big players is still up 40% year-to-date.  Motley Fool contributor Matt Fran...

The Year of Concentration, Crypto, China

13 Dec 2024

Contributed by Lukas

2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally.   (00:46) Bill Mann and Mat...

Google’s Quantum Chip

12 Dec 2024

Contributed by Lukas

The new Willow chip performed a computation in under five minutes that would take a supercomputer 10 septillion years. That’s longer than the univer...

Amazon Enters a New Lane

11 Dec 2024

Contributed by Lukas

As if everything weren’t already enough, Amazon now sells cars. (00:14) Asit Sharma and Mary Long discuss: - Disruptions to traditional car dealersh...

What Do Investors Underrate?

10 Dec 2024

Contributed by Lukas

Riding coattails isn’t a bad thing in investing. (00:14) Jim Gillies and Ricky Mulvey discuss: - The alleged killer of Unitedhealthcare’s CEO gett...

The $1 Trillion Ad Opportunity

09 Dec 2024

Contributed by Lukas

Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who a...

Introducing the Dividend Seven

08 Dec 2024

Contributed by Lukas

Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss:  - How a company enters into the Dividend Seven. - If ...

2024 in Review: Energy

07 Dec 2024

Contributed by Lukas

It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&P this year.  Fool analyst Nick Sciple j...

Your “Portfolio Wrapped”

06 Dec 2024

Contributed by Lukas

Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist on Spotify’s annua...

Bitcoin Breaks $2 Trillion

05 Dec 2024

Contributed by Lukas

The crypto bulls were right. Bitcoin's market cap is now about the size of Alphabet. (00:14) Jason Moser and Ricky Mulvey discuss: - The murder of Uni...

Stop! Please Sign In Again

04 Dec 2024

Contributed by Lukas

Okta achieves profitability; another CEO gets a software lesson from a torn Achilles. (00:14) David Meier and Mary Long discuss: - Okta’s earnings a...

Who Won Black Friday, Cyber Monday?

03 Dec 2024

Contributed by Lukas

More shoppers bought from Shopify merchants and foot traffic declined in physical stores. (00:14) Bill Mann and Ricky Mulvey discuss: - Shopping data ...

Intel: 3rd in a Two-Horse Race

02 Dec 2024

Contributed by Lukas

Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?   (00:14) Tim B...

Dirty Words: Election, Tariffs, Spatchcock

29 Nov 2024

Contributed by Lukas

It’s our annual Thanksgiving multi-course financial meal – we’re serving up humble pie, talking about the topics we’re skipping this year at t...

Many Thanks, Mr. Buffett

27 Nov 2024

Contributed by Lukas

Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to start the conve...

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