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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...

Stock Floats, Lemonade Flies

26 Nov 2024

Contributed by Lukas

After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty. (00:14) Kirsten Guerra...

Oops! $132 Million Disappeared

25 Nov 2024

Contributed by Lukas

Or $154 million could be gone. Macy’s is facing questions from investors after a rogue employee made some accounting errors. (00:14) Jason Moser and...

Fast Fashion’s Unknowns

24 Nov 2024

Contributed by Lukas

Even if you don’t shop on Shein, the fast-fashion retailer may have changed online shopping for you. The site offers necklaces for under $2, hoodies...

You Can’t Patent LSD

23 Nov 2024

Contributed by Lukas

Mary Long caught up with Motley Fool Contributor Keith Speights to check in on the psychedelic industry. They discuss:   - Advice to investors looki...

Expectations Over Results

22 Nov 2024

Contributed by Lukas

The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations.  (00:55) Jas...

Comcast Spins Out Cable Networks

21 Nov 2024

Contributed by Lukas

Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinC...

Target Misses the Mark

20 Nov 2024

Contributed by Lukas

The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task? (00:14) Jason Moser and Mary Long discu...

Walmart’s Flywheel Keeps Spinning

19 Nov 2024

Contributed by Lukas

But the retailer’s valuation is giving investors more questions. (00:14) Nick Sciple and Ricky Mulvey discuss: - Highlights from Walmart’s quarter...

Netflix: Show Me the Ad Money

18 Nov 2024

Contributed by Lukas

Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and...

Charles Duhigg on How Silicon Valley Learned to Lobby

17 Nov 2024

Contributed by Lukas

Campaign contributions are just table stakes for companies trying to make legislation in their favor. Charles Duhigg is a Pulitzer Prize winning jou...

Valuation 101

16 Nov 2024

Contributed by Lukas

Price matters. But how do you build a case for what the right price is?  Patrick Badolato is a Professor of Accounting at the University of Texas at...

Subscribers Drive Spotify and Disney

15 Nov 2024

Contributed by Lukas

It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready...

Is ESPN Undisruptable?

14 Nov 2024

Contributed by Lukas

The future is growing brighter, and more efficient, for the entertainment giant. (00:13) Jason Moser and Ricky Mulvey discuss: - Highlights from Disne...

1 Restaurant = $51 Million

13 Nov 2024

Contributed by Lukas

Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense? (00:13) Tim Beyers and Mary Long discuss: - The difficult...

Shopify’s Comeback Story

12 Nov 2024

Contributed by Lukas

The e-commerce giant is proving that growth can forgive past valuation sins. (00:26) Jim Gillies and Ricky Mulvey discuss: - Why investors are cheerin...

The Antidote to Euphoria? Normal.

11 Nov 2024

Contributed by Lukas

When companies or crypto go parabolic, force yourself to think: what does normal look like?   (00:13) Tim Beyers and Dylan Lewis discuss: - Bitcoin ...

“Pretty soon we’ll all be trillionaires, or whatever.”

10 Nov 2024

Contributed by Lukas

While the storylines in crypto have gone quieter, coin prices have not. Zeke Faux is the author of “Number Go Up: Inside Crypto's Wild Rise and Sta...

What’s Exciting About Superintelligence?

09 Nov 2024

Contributed by Lukas

Diseases become easier to solve. Bureaucracy is simplified. But what will work look like? OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, rel...

The Election, The Fed, and What’s Next

08 Nov 2024

Contributed by Lukas

The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We br...

Two Growth Stocks Hit a Snag

07 Nov 2024

Contributed by Lukas

Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil. (00:21) Bill Mann and Ricky Mulvey discuss: - Earnings fro...

Markets Love Certainty

06 Nov 2024

Contributed by Lukas

Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everyt...

Smart Money ≠ High Returns

05 Nov 2024

Contributed by Lukas

A red hot software company is continuing to impress investors. (00:21) Ricky Mulvey and David Meier offer up some counter programming for election nig...

Breaking Down Berkshire Earnings

04 Nov 2024

Contributed by Lukas

There are a lot of billions on that balance sheet. What might Buffett want to do with all of it? (00:21) Jason Moser and Mary Long discuss: - What to ...

Sweetgreen Cofounder on Infinite Kitchens and Food Innovation

03 Nov 2024

Contributed by Lukas

Some companies drop new products. sweetgreen drops new vegetables.  Nicolas Jammet is the Cofounder and Chief Concept Officer of sweetgreen, a healt...

Stocks To Buy No Matter Who Is President

02 Nov 2024

Contributed by Lukas

When faced with the unknown, what’s a Fool to do? Oftentimes, the answer is simple: Just keep buying.  Ricky Mulvey talks with Fool analysts Matt ...

Big Tech's AI Spending Spree

01 Nov 2024

Contributed by Lukas

Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in ge...

The Overlooked, Obscure, and... Undervalued?

31 Oct 2024

Contributed by Lukas

If you want to find market-beating stocks, sometimes you have to go where few others are. (00:15) Jim Gillies and Ricky Mulvey discuss: - Why the mark...

A Golf Clap for Google

30 Oct 2024

Contributed by Lukas

The company’s cloud segment just got A LOT more efficient. (00:21) Tim Beyers and Mary Long discuss: - The transition from “search engines” to “...

PayPal Looks Beyond Payments

29 Oct 2024

Contributed by Lukas

It’s not just a payments company. (00:34) Jason Moser and Ricky Mulvey discuss: - PayPal’s move to become a commerce platform, and how it’s impa...

Boeing, Election Betting, Expanded Options

28 Oct 2024

Contributed by Lukas

Today we’re digging into financial regulations, advanced financial instruments, and the financing Boeing needs to stay afloat. (00:21) Asit Sharma a...

Activision Blizzard: What Microsoft Got for $69 Billion

26 Oct 2024

Contributed by Lukas

Last year, Microsoft closed its takeover of Activision Blizzard, the maker of Warcraft, Call of Duty, and Candy Crush. In the months that followed, in...

The Great Cacao Shortage

25 Oct 2024

Contributed by Lukas

Odds are this Halloween you’ll see less chocolate being handed out at houses and when you open up a candy bar.  (00:44) Ron Gross and Jason Moser d...

Tesla: Full Self-Driving is Safer than Humans

24 Oct 2024

Contributed by Lukas

In the EV maker’s latest vehicle safety report, autopilot showed one crash for every 7 million miles driven. The U.S. average is one crash for every...

Starbucks Goes Back to Basics

23 Oct 2024

Contributed by Lukas

The coffee chain drops some bad news early, while General Motors takes a victory lap. (00:21) Kirsten Guerra and Mary Long discuss: - Starbucks’ bit...

Do You Need a New Phone?

22 Oct 2024

Contributed by Lukas

The answer is probably no, and that’s impacting telecom companies. (00:21) Ricky Mulvey and Tim Beyers discuss: - What a longer hardware upgrade c...

Doomers vs. Dollar-Cost Averaging

21 Oct 2024

Contributed by Lukas

When one of the big names on the market is calling for a collapse, what’s the average investor to do? Create a peace of mind hedge.    (00:22) Ja...

The Rise and Fall of Victoria’s Secret

20 Oct 2024

Contributed by Lukas

When a retailer falls, it falls quickly.  Lauren Sherman and Chantal Fernandez are co-authors of “Selling Sexy: Victoria’s Secret and the Unravel...

Stocks as FOMO Insurance

19 Oct 2024

Contributed by Lukas

Nobody wants to miss out on the next big thing. But “the next big thing” may, in fact, be nothing more than a dud. How can investors find the happ...

The Chips are Down (and Up!)

18 Oct 2024

Contributed by Lukas

Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark?  (00:42) Jason Moser and...

Big Tech Goes Nuclear

17 Oct 2024

Contributed by Lukas

…again. Amazon is the latest hyperscaler to team up with an energy company to power its AI ambitions. (00:21) Asit Sharma and Mary Long discuss the ...

Chip Outlook Gets Cloudier

16 Oct 2024

Contributed by Lukas

Early is not always better. (00:21) Jason Moser and Mary Long discuss the semiconductor supply chain, ASML earnings, and what’s ailing the pharmacy ...

Banks, Banks, Banks

15 Oct 2024

Contributed by Lukas

When you are the custodian of almost $10 trillion, how much more can you possibly grow? Motley Fool Contributor Matt Frankel joins Ricky Mulvey for a ...

Can a Time Traveler Beat the Market?

14 Oct 2024

Contributed by Lukas

Even knowing the headlines, could you predict which way stocks and treasuries would move?   (00:21) Bill Mann and Dylan Lewis discuss: - SpaceX suc...

Ex-SoftBank CFO on OpenAI, Bubbles, and When to Sell

12 Oct 2024

Contributed by Lukas

With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its in...

The Future of Cars and Search

11 Oct 2024

Contributed by Lukas

Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google.  (00:42) Jaso...

Recipes for Sales Growth, Mac and Cheese

10 Oct 2024

Contributed by Lukas

More is not always better. (00:21) Jason Moser and Ricky Mulvey discuss: - Why the Department of Justice may breakup Alphabet. - If the search giant i...

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