Motley Fool Money

Starbucks > Pepsi > Coke

09 Oct 2024

Contributed by Lukas

For investors who are after steady, mature companies, beverage companies might be a good place to start. But not all of them bring the same returns to...

Are Insurers Ready for Hurricane Milton?

08 Oct 2024

Contributed by Lukas

Analysts at Jeffries estimate that Hurricane Milton will do $50-to-$175 billion in damage. (00:21) Matt Frankel and Ricky Mulvey discuss: - How insure...

The GDP Growth Myth

07 Oct 2024

Contributed by Lukas

Some economic measures are indicators for investors, others are red herrings. We unpack why gross domestic product is a sign of economic growth, but n...

Restaurants Play Value Games

06 Oct 2024

Contributed by Lukas

David Henkes is a Senior Principal for Technomic and a global food and beverage trendwatcher. Henkes joined Ricky Mulvey for a conversation about: - ...

The Commercial Real Estate Revival

05 Oct 2024

Contributed by Lukas

In the third quarter, real estate was one of the best-performing sectors in the stock market, second only to utilities. A year ago, few investors woul...

An AI IPO, 20 Years of RB

04 Oct 2024

Contributed by Lukas

Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans?   (00:45) Asit Sharma and Jason Moser...

Open Checks, Corked Bottles

03 Oct 2024

Contributed by Lukas

OpenAI is projected to lose $5 billion this year. And, yet: it just keeps raising money. (00:21) Jim Gillies and Mary Long discuss: OpenAI’s $157 b...

Nike’s Long Walk

02 Oct 2024

Contributed by Lukas

A new CEO is hoping to turn the iconic brand around, but he’s not there yet. (00:21) Jason Moser and Ricky Mulvey discuss: - Earnings from Nike. - T...

Ports On Strike

01 Oct 2024

Contributed by Lukas

About half of U.S. imports go through the ports where dock workers just went on strike. (00:25) David Meier and Ricky Mulvey discuss: - How companies ...

CVS Gets an Activist Check-Up

30 Sep 2024

Contributed by Lukas

Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track?   (00:19) Seth Jayson and D...

Quantum Is the New Silicon

29 Sep 2024

Contributed by Lukas

$2 trillion. That’s how much value McKinsey estimates quantum technology will generate in the next 10 years. But some estimates place that number ev...

Autonomous Vehicles Have No Room for Error

28 Sep 2024

Contributed by Lukas

Driverless vehicles are already here, even if they’ve made some wrong terms. Motley Fool Contributor Travis Hoium joined Ricky Mulvey to check in ...

AI Bookings, Marketing Tools, Drama

27 Sep 2024

Contributed by Lukas

Artificial Intelligence continues to drive valuations and headlines – we check in on the latest corporate intrigue at OpenAI, how generative AI is d...

Meta's New Specs

26 Sep 2024

Contributed by Lukas

Meta’s Reality Labs division burns about a billion dollars per month. One result is Orion, augmented-reality glasses that let users see the outside ...

Can Stitch Fix Get Fixed?

25 Sep 2024

Contributed by Lukas

The fashion company has a lot to offer its customers, but StitchFix is struggling to keep those customers around. (00:21) David Meier and Mary Long di...

What Makes a Turnaround Work

24 Sep 2024

Contributed by Lukas

Usually, you don’t want to run toward a company that cut its dividend. (00:28) Jim Gillies and Ricky Mulvey discuss: Nike’s strategic pivot, and ...

What’s the Outlook on Spices?

23 Sep 2024

Contributed by Lukas

McCormick’s been a laggard over the past few years, does it have some growth levers to get back on track?   (00:11) Jason Moser and Dylan Lewis d...

Two Sides of Airbnb

22 Sep 2024

Contributed by Lukas

The “Airbnbust” has not arrived, but Airbnb is no longer at peak expectations.  Mary Long hosted Motley Fool Analyst Alicia Alfiere and BiggerPo...

Reddit CEO on Ads, AI, and Search Engines

21 Sep 2024

Contributed by Lukas

“Reddit” was one of the top ten most searched words on Google over the past twelve months in the United States, searched more often than “map”...

Rates Go Down, Market Goes Up

20 Sep 2024

Contributed by Lukas

Low rates are great for stocks, as long as we’re looking at a soft landing. (00:21) Ron Gross and Asit Sharma discuss: - The Fed’s 50 bps rate cu...

Gimme! Gimme! Gimme! (A Half-Point Rate Cut)

19 Sep 2024

Contributed by Lukas

Markets, you got what you wanted. (00:21) Bill Mann and Ricky Mulvey discuss: - The rate cut from the Federal Reserve, and what the central bank is r...

Celebs, CRMS, and Avocado Robots

18 Sep 2024

Contributed by Lukas

Salesforce throws a party, while Chipotle streamlines guacamole prep. (00:21) Asit Sharma and Mary Long talk about two types of automation: one for a...

Signs Intel’s Foundry is Heating Up

17 Sep 2024

Contributed by Lukas

Intel investors have been looking for signs of life with its foundry business – a couple billion dollars in deals and its new independent subsidiary...

The Next AI Investment Story: Power

16 Sep 2024

Contributed by Lukas

One query on ChatGPT takes 10x the amount of electricity as a Google search. (00:21) Ricky Mulvey and Asit Sharma discuss: - How big tech is dealing ...

Stocks for the Road

15 Sep 2024

Contributed by Lukas

If you’re looking for a stock that’s been a multi-bagger over the past five years, then check the gas station next to a Walmart.  Mary Long caug...

Amazon Can’t Be Contained

14 Sep 2024

Contributed by Lukas

40% of everything sold online in the United States is through Amazon. Its web services division owns almost a third of the worldwide cloud infrastruct...

Rich Signals from Berkshire

13 Sep 2024

Contributed by Lukas

Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett ...

Easy Money Returns

12 Sep 2024

Contributed by Lukas

The European Central Bank cut rates this week and the Fed is expected to cut rates next week. When money gets cheaper, the party gets started. (00:21...

Southwest Changes Seats

11 Sep 2024

Contributed by Lukas

The airline is keeping its CEO, but losing a large chunk of its board. In the fight with Elliott Management, who’s winning?(00:21) Bill Mann and Mar...

How Starbucks Can Turn Around

10 Sep 2024

Contributed by Lukas

Brian Niccol, the former CEO of Chipotle, began leading Starbucks earlier this week. Transforming the coffee shops back into third places will be a to...

Apple’s “Glowtime” Event, AI Ambitions

09 Sep 2024

Contributed by Lukas

Big tech takes center stage with Apple’s annual iPhone event and Google’s latest anti-trust case. What do they say about where tech’s been and w...

Mailbag with Tom Gardner

08 Sep 2024

Contributed by Lukas

Today’s show is a cut of our members-only podcast, Stock Advisor Roundtable. Motley Fool co-founder and CEO Tom Garnder answers member questions abo...

Knife Juggling, Bottle Rockets, and Small Cap Investing

07 Sep 2024

Contributed by Lukas

The fewer eyes on a market, the less efficient it’s going to be.  Bill Mann is the Director of Small Cap Research at The Motley Fool. He joined Ri...

Kickoff for Private Equity Investors

06 Sep 2024

Contributed by Lukas

NFL owners approved private equity firms investing in teams this season, we talk about the soaring franchise valuations and hear a player’s perspect...

Can AI Build Moats?

05 Sep 2024

Contributed by Lukas

It takes more than a buncha buzzwords to build a company. (00:21) Tim Beyers and Mary Long discuss: How jobs reports impact investment theses A tech ...

$279 Billion Lost In A Day

04 Sep 2024

Contributed by Lukas

The Department of Justice has some questions about Nvidia’s business. (00:21) Jason Moser and Ricky Mulvey discuss: - The subpoena that instigated ...

Dow Loses Chips, Boeing Loses Money

03 Sep 2024

Contributed by Lukas

Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around?    (00:21) Asit Sharma and Dylan Lewis discus...

Missing Piece of the AI Spend Puzzle

03 Sep 2024

Contributed by Lukas

Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised.  (1:08) Jason Moser and Bill Mann discuss: - Nvidia’s kill...

How to Analyze a Balance Sheet

01 Sep 2024

Contributed by Lukas

“If you thought we were in the weeds, now we’re about to start tunneling.” Jim Gillies joins Ricky Mulvey for an in-depth look at how investors...

The State of the AI Arms Race

31 Aug 2024

Contributed by Lukas

When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already...

Nvidia’s “Burn the Ships” Moment

29 Aug 2024

Contributed by Lukas

Why is the chip designer spending $50 billion on share buybacks? (00:21) Tim Beyers and Ricky Mulvey discuss: - Highlights from Nvidia’s earnings. -...

How Banned Chips Get to China

28 Aug 2024

Contributed by Lukas

The U.S. has tried to prevent advanced microchips from getting into the hands of its military rivals. They’ve only had partial success. (00:21) Alic...

Is Nvidia a Vibe Stock?

27 Aug 2024

Contributed by Lukas

In less than two years one company became the driving force of the S&P 500. That rise is unprecedented. (00:21) Bill Mann and Ricky Mulvey discuss: -...

Stationary Bikes are Difficult to Turn

26 Aug 2024

Contributed by Lukas

Another set of tariffs might stall BYD’s international expansion in EVs, and it still isn’t clear if Peloton is actually going anywhere. (00:21) ...

Meet the Fool: Tim Beyers

25 Aug 2024

Contributed by Lukas

To become an expert, you may not always need expertise. You may just need to start asking better questions.  Tim Beyers is a lead analyst at The Mot...

Sam Altman’s Nuclear Bet

24 Aug 2024

Contributed by Lukas

You probably know Sam Altman’s AI organization, but he’s also the chairman of Oklo, an advanced nuclear technology company. Ricky Mulvey caught up...

Rates Going Down, Cava Keeps Climbing

23 Aug 2024

Contributed by Lukas

The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.” (00:21) Ron Gross and Matt Argersi...

Can Zoom be More than Zoom?

22 Aug 2024

Contributed by Lukas

Zoom is great, but it needs to find something outside video conferencing to get investors and the market excited about where it is going.  (00:21) J...

One Lifetime of Ads = $22,000

20 Aug 2024

Contributed by Lukas

Stock prices are up, but consumers are squeezed. This puts advertisers in an unusual spot. Ricky Mulvey, Dylan Lewis, and Mary Long are live at Podcas...

The Silicon, Software, and Systems

19 Aug 2024

Contributed by Lukas

AMD’s latest acquisition is about building out an ecosystem and doing what it can to offer customers more in the AI race.  (00:21) Asit Sharma and...

Meet the Fool: Bill Mann

18 Aug 2024

Contributed by Lukas

To get outsized returns, it can pay to find a pond where fewer people are fishing.  Bill Mann is the director of Small Cap Research at The Motley Fo...

Dividends = Discipline

17 Aug 2024

Contributed by Lukas

Right now, the S&P 500 is paying a paltry 1.3% dividend yield. The only time it’s been lower than that was during the dot-com boom. Matt Argesinge...

The Market's Coiled Spring

16 Aug 2024

Contributed by Lukas

The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro pict...

Walmart Wins Bargain Games

15 Aug 2024

Contributed by Lukas

The world’s largest retailer is crushing the market. (00:21) Asit Sharma and Ricky Mulvey discuss: - Walmart’s international growth and pricing p...

What Happens if Alphabet Breaks Up?

14 Aug 2024

Contributed by Lukas

Here’s why investors could win. (00:21) Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and cons...

Chipotle CEO Orders Coffee

13 Aug 2024

Contributed by Lukas

(00:21) David Meier and Ricky Mulvey discuss: - Why Starbucks wants Chipotle’s CEO. - What Home Depot’s quarter says about the economy. - On Holdi...

All Eyes on the Attention Economy

12 Aug 2024

Contributed by Lukas

Two quarters in, Reddit’s looking pretty good. And big box office numbers and streaming profits can’t distract investors from a slowdown in Disney...

Nate Silver on Gambling, VCs, and AI

10 Aug 2024

Contributed by Lukas

What can we learn from the people who put everything on the line? Nate Silver talked to just about every type of gambler – poker players, venture ca...

Big Trouble or Business as Usual?

09 Aug 2024

Contributed by Lukas

The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to mac...

Two Growth Stories

08 Aug 2024

Contributed by Lukas

Wall Street may be missing something about Toast. (00:21) Ricky Mulvey and Tim Beyers discuss: - Toast’s quarter, and move into convenience stores....

Another Wild Day in the Market

07 Aug 2024

Contributed by Lukas

(00:21) Kirsten Guerra and Mary Long discuss: - Why SuperMicro stock is down bad after boasting nearly 150% revenue growth. - Whether Airbnb's slump i...

“Since When Has The Fed Known Anything about The Economy?”

06 Aug 2024

Contributed by Lukas

Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut. (00:21) Jim Gillies and Ricky Mul...

The Carry Trade, Nikkei, and Your Portfolio

05 Aug 2024

Contributed by Lukas

There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accoun...

Where Marvel Goes Next

04 Aug 2024

Contributed by Lukas

After last weekend, Marvel movies have grossed over $30 billion worldwide. Where does the franchise go from here? Dave Gonzales is a co-author of “...

Unit X and the Future of Defense

03 Aug 2024

Contributed by Lukas

Within the Pentagon, there’s an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It’s called Unit X.  Chris...

Big Tech Bets on “Overinvesting”

02 Aug 2024

Contributed by Lukas

Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the mar...

Chips, Glorious Chips!

01 Aug 2024

Contributed by Lukas

Someone’s gotta make ‘em, and someone’s gotta buy ‘em. (00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the...

“Here’s Your Unicorn Drink. Now Get Out.”

31 Jul 2024

Contributed by Lukas

Is efficiency everything? Starbucks certainly seems to think so. (00:21) Bill Mann and Mary Long discuss Microsoft’s AI timeline and what “experi...

The Madden Curse for Investors

30 Jul 2024

Contributed by Lukas

When you get to be a famous investor, it is harder to generate market-beating returns. (00:21) Jason Hall and Ricky Mulvey discuss - Earnings from Pa...

McDonald’s Returns to Value

29 Jul 2024

Contributed by Lukas

Eaters and investors are both happy to see the $5 value meal on the menu. (00:21) Asit Sharma and Dylan Lewis discuss: - 2024’s largest IPO – co...

Morgan Housel on Market History and Wild Minds

28 Jul 2024

Contributed by Lukas

Every stock market valuation is a number from today multiplied by a story about tomorrow. Morgan Housel is the best-selling author of The Psychology...

The Investing Mosaic

27 Jul 2024

Contributed by Lukas

How do you determine what a company’s worth? You pull a lot of information from a lot of different places.  Jim Gillies joins Ricky Mulvey for a c...

Billions in Lost Business

26 Jul 2024

Contributed by Lukas

We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shav...

This Seat Is Taken

25 Jul 2024

Contributed by Lukas

Open seating is coming to an end on Southwest flights. (00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’...

What Alphabet Wants

24 Jul 2024

Contributed by Lukas

…and it’s not getting from Wiz. (00:21) Asit Sharma and Mary Long talk about abandoned acquisitions, AI, and robotaxis while looking at earnings ...

A Slow, Expensive Housing Market

23 Jul 2024

Contributed by Lukas

Housing supply is slowly rising. So are prices. (00:21) David Meier and Ricky Mulvey discuss the state of home sales and earnings from UPS and Spotif...

:( Your PC Ran Into a Problem

22 Jul 2024

Contributed by Lukas

CrowdStrike’s update caused problems and blue screens of death for mission-critical operations across the economy. What does it mean for the cyberse...

Getting Robbed, Making Millions, and Learning about Risk

21 Jul 2024

Contributed by Lukas

What would you do if you had $10 million in cryptocurrency? Nathaniel Eliason is the author of Crypto Confidential: Winning and Losing Millions in th...

Liz Ann Sonders on Market Concentration and Economic Cycles

20 Jul 2024

Contributed by Lukas

Liz Ann Sonders is a Managing Director and Chief Investment Strategist at Charles Schwab. The Motley Fool’s Bill Mann interviewed Sonders for our me...

Small Caps are Back!

19 Jul 2024

Contributed by Lukas

After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run.  (00:21) Bill Mann ...

Big Banks Roll On

18 Jul 2024

Contributed by Lukas

The traders are making money and credit card delinquencies are hopefully plateauing. (00:21) Matt Frankel and Ricky Mulvey discuss: - Bank of Americ...

Alphabet’s Next Act in Cybersecurity

17 Jul 2024

Contributed by Lukas

Alphabet eyes its biggest acquisition of all time in Wiz, and a struggling retailer’s outlook gets worse – but it might be a buying opportunity fo...

The CEO Draft

16 Jul 2024

Contributed by Lukas

We’re picking CEOs for investors to watch. (1:01) Recorded live at FoolFest 2024, Bill Mann, Asit Sharma, and Ricky Mulvey discuss earnings from Cha...

Live from FoolFest 2024!

15 Jul 2024

Contributed by Lukas

We’re on with members in Washington DC looking ahead at some of the major themes of the market in 2024 and looking back at a decade of FoolFests.  ...

Ryan Holiday on Decision-Making, Stoicism, and Comfort Zones

14 Jul 2024

Contributed by Lukas

Steve Jobs was famous for his micromanagement, but he never visited Apple’s manufacturing plants in China.  Ryan Holiday is a best-selling author ...

A Sea Change of Mass Cognition

13 Jul 2024

Contributed by Lukas

Mike Maples is a co-founding partner at the venture capital firm, Floodgate. He’s also the author of the new book, “Pattern Breakers: Why Some Sta...

The Big Macro Gets Bigger

12 Jul 2024

Contributed by Lukas

The Fed and big players in the market are keeping an eye on unemployment and the federal deficit too.  (00:21) Ron Gross and Bill Mann discuss: - Ho...

The Other Risk Powell Is Watching

11 Jul 2024

Contributed by Lukas

Fed Chair Jerome Powell is keeping tabs on commercial real estate. (00:21) Asit Sharma and Ricky Mulvey discuss stress in the CRE market, Delta’s q...

"Two Things Can Be True"

10 Jul 2024

Contributed by Lukas

The market may be overvalued, but some stocks are underpriced. (00:21) Tim Beyers and Mary Long talk about whether we’re in an AI bubble, lofty tec...

Paramount Has a Buyer

09 Jul 2024

Contributed by Lukas

A couple of weeks ago, Skydance Media’s offer to buy Paramount looked like it was dead. Now, both companies have a joint press release announcing th...

Americans are Flying, Airline Stocks are Not

08 Jul 2024

Contributed by Lukas

(00:21) Asit Sharma and Dylan Lewis discuss: - How the airline industry’s focus on capacity and being able to supply more flights means fares are l...

Axios CEO on Media’s Existential Crisis, Entrepreneurship, and Luck

07 Jul 2024

Contributed by Lukas

What happens to a publisher when an AI personal assistant can just give you the news? Jim VandeHei is the CEO of Axios, the co-founder of Politico and...

How US Presidents Manage Money

06 Jul 2024

Contributed by Lukas

Reagan knew how to budget. Jefferson knew how to party. Megan Gorman is the author of the upcoming book, “All the Presidents' Money: How the Men Who...

2024: Top-Heavy, AI-Fueled, Supply-Constrained

05 Jul 2024

Contributed by Lukas

It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals mi...

What’s Upflation?

03 Jul 2024

Contributed by Lukas

I don’t know, what’s up with you? Jason Moser and Mary Long discuss Tesla’s delivery numbers, how personal care companies are dealing with decl...

Chewy’s New Kitten

02 Jul 2024

Contributed by Lukas

This investor is not a cat, though. Asit Sharma and Ricky Mulvey discuss Chewy becoming a meme stock, Cedar Fair and Six Flags merging into one compan...

Canada's Market: Apathy Means Opportunity

01 Jul 2024

Contributed by Lukas

It’s Canada Day! We celebrate our neighbor to the north with a mid-year check on the state of Canada’s stock market.  (00:21) Jim Gillies and Dy...

The Global Cold Rush

30 Jun 2024

Contributed by Lukas

Nicola Twilley is the author of “Frostbite: How Refrigeration Changed Our Food, Our Planet, and Ourselves” and the co-host of Gastropod. Ricky Mul...

The Two Most Important Questions in Investing

29 Jun 2024

Contributed by Lukas

What is it worth? Why?  Ricky Mulvey caught up with Motley Fool Canada’s Jim Gillies for a conversation about how retail investors can value stock...

Amazon Up, Walgreens, Nike & McPlant Down

28 Jun 2024

Contributed by Lukas

Amazon joins the likes of Microsoft, Apple, Nvidia and Alphabet above $2T. Who is least likely to stay there? (00:21) Jason Moser and Bill Mann discu...