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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...

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...

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