The Green Shoots in Home Depot’s Earnings

Published: 05/19/2026 14:30:00
The Green Shoots in Home Depot's Earnings Episode Details
It may not look like much right now, but one small detail in Home Depot’s earnings report that should bode well for the beleaguered home improvement retail. We look at the company’s most recent results, whether the company’s stock looks attractive after a five year malaise, and what other companies in the housing and home improvement indsutryTyler Crowe, Matt Frankel, and Lou Whiteman discuss:- Home Depot’s earnings: The good and the “meh”- Home Depot Stock: value investment or value trap?- Are interest rates really the problem for housing?- Where to invest
The AI Boom Runs Into an Unexpected Headwind

Published: 05/18/2026 15:03:00
The AI Boom Runs Into an Unexpected Headwind Episode Details
The market is buying everything AI related, but that love doesn’t extend to this year’s college graduates or the localities seeing data centers go up. We discuss the pushback to AI that many in Silicon Valley didn’t see coming. Plus, we give a peak at retail earnings and the drama in Lululemon’s board room. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - AI’s unexpected local pushback - Previewing retail earnings - Lululemon’s drama Companies discussed: Lululemon (LULU), Nike (NKE), Target (TGT), Walmart (WMT), Home Depot (HG), TJX Companies (TJX). Host:
The Power of Thinking Inside the Box

Published: 05/17/2026 10:00:00
The Power of Thinking Inside the Box Episode Details
Why does having too much freedom often lead to business failures? How do strict boundaries drive innovation at companies like Pixar and Apple? How can investors use "satisficing" to make better choices in an overwhelmingly complex market? Motley Fool Chief Investment Officer Andy Cross talks with David Epstein, author of Inside the Box: How Constraints Make Us Bette Host: Andy Cross Guest: David Epstein Producer: Bart Shannon, Mac Greer Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse,
A Free Social Security Analysis Tool, and the Yield on the S&P 500 Hits an All-Time Low

Published: 05/16/2026 10:00:00
A Free Social Security Analysis Tool, and the Yield on the S&P 500 Hits an All-Time Low Episode Details
he age at which you file for Social Security will be one of the most important retirement-related decisions you’ll make. Robert Brokamp discusses the pros and cons of delaying with CPA and financial planner Mike Piper, the creator of Opensocialsecurity.com, a free tool that helps retirees choose the optimal age to claim benefits. Also in this episode:-A report from Standard & Poor’s finds that only 1 in 10 mutual funds that performed in top 25% from 2016-2020 remained in the top 25% from 2021-2025-Home price growth has begun lagging inflation, and
Our Pulse On the Stock Market Today

Published: 05/15/2026 14:30:00
Our Pulse On the Stock Market Today Episode Details
A look back on what we learned from earnings season, what is hot (and what is not) in the market, and a debate over whether or not inflation can halt the rally. Travis Hoium, Jason Moser, and Lou Whiteman discuss: - What worked (and what didn’t work) this earnings season - What’s wrong with restaurant and apparel stocks? - Should inflation talk worry investors? - Plus, the stocks on our radar Companies discussed:. CBRS, NKE, CHRW, SBUX, DRI, CAVA, DECK, ONON, ISRG, GEH Host: Travis Hoium Guests: Jason Moser, Lou Whiteman
AI Is Supplying Blowout Earnings…Again

Published: 05/14/2026 14:40:00
AI Is Supplying Blowout Earnings.Again Episode Details
If you’re making a list of the companies delivering better-than-expected earnings results this quarter, then add Cisco and Lumentum to the list. Spending on data centers and other AI infrastructure is leading both companies to soaring heights, and their valuations reflect Wall Street’s Optimism. Tyler, Matt, and Jon break down the most recent earnings results from these two AI equipment suppliers and whether they look like solid investments today. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Cisco’s blowout earnings - What to do when a cyclical company has a
The Market Just Got a Huge Warning Sign

Published: 05/13/2026 14:30:00
The Market Just Got a Huge Warning Sign Episode Details
Costs are going up for consumers and producers, which may not be a trend that stops anytime soon. We discuss what’s driving the increases and how it may eventually cause some shocks in a highly valued stock market today. Travis Hoium, Tyler Crowe, and Lou Whiteman discuss: - Consumer price index (CPI) surge - Producer price index (PPI) surge - What higher inflation means for the market Companies discussed: Costco (COST), Walmart (WMT), Target (TGT). Host: Travis Hoium Guests: Tyler Crowe, and Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored
Move Over, Magnificent 7, There’s a New Stock Basket in Town

Published: 05/12/2026 14:30:00
Move Over, Magnificent 7, There's a New Stock Basket in Town Episode Details
One of Wall Street’s favorite hobbies is coming up with catchy nicknames for a group of stocks. Thanks to AI, we have a new one: The “AI 11”. Tyler, Matt, and Travis break down what’s in the AI 11 basket, whether its better to invest in baskets or individual companies, the AI Bubble, the state of athletic wear, and listener questions. Tyler Crowe, Matt Frankel, and Travis Hoium discuss: - Who’s part of the “AI 11” - What’s better for investing in trends: single stocks or the basket approach? - The
What Should Investors Do With the New Wave of IPOs?

Published: 05/11/2026 14:30:00
What Should Investors Do With the New Wave of IPOs? Episode Details
Fool contributors Jon, Matt, and Rachel discuss a surprisingly good quarter for an enterprise software company before pivoting to a conversation on hot, upcoming IPOs and how investors should be thinking about managing their portfolios in light of the new exciting opportunities. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Monday.com’s financial results for the first quarter of 2026 -The upcoming Cerebras IPO -Mailbag: Trim my winners to raise cash or deploy new cash? Companies discussed: Monday.com (MNDY), Cerebras, Nvidia (NVDA), OpenAI, Figma (FIG) Host: Jon Quast Guests: Matt Frankel, Rachel
How to Get Rich in American History

Published: 05/10/2026 10:00:00
How to Get Rich in American History Episode Details
What 300-year-old investing principles still apply today? What can Teddy Roosevelt’s cattle farm disaster teach us about modern stock picking? And could you really buy real estate on the moon? In this episode, historian, investor, and author Dr. Joseph S. Moore joins the show to discuss his new book, How to Get Rich in American History. Host: Rich Lumulleau Guest: Joseph Moore Producer: Bart Shannon, Mac Greer Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or
Maximizing Your 401(k), and Is Retirement Bad for Your Brain?

Published: 05/09/2026 10:00:00
Maximizing Your 401(k), and Is Retirement Bad for Your Brain? Episode Details
If you’re like most working Americans, your No. 1 strategy for accumulating enough money to retire is by contributing to a defined-contribution plan such as a 401(k), 403(b), or the federal Thrift Savings Plan. Consequently, when you retire will depend largely on how well you manage your account. Robert Brokamp provides 11 tips for making the most of your employer-sponsored retirement plan. Also in this episode:-The S&P 500 is near all-time highs, but small caps and international stocks are doing even better so far in 2026.-A new study finds that retiring
Elon Musk, Chip Giant?

Published: 05/08/2026 14:40:00
Elon Musk, Chip Giant? Episode Details
Elon Musk’s EV and rocket empire may be expanding into chips if recent plans to spend up to $119 billion in new chip fab facilities become reality. We discuss the implications for the industry and Musk’s companies, plus update on SaaS stocks, and what technologies have staying power for the next decade. Travis Hoium, Dan Caplinger, and Tim Beyers discuss: - Musk’s chip dreams - SaaS recovery - What technologies will survive the next decade? - Stocks on our radar Companies discussed: Tesla (TSLA), DataDog (DDOG), Sportsradar (SRAD), MercadoLibre (MELI), DigitalOcean
1 Chip Stock Making Bold Plans

Published: 05/07/2026 14:30:00
1 Chip Stock Making Bold Plans Episode Details
It takes a lot of careful thought and planning to add more semiconductor manufacturing capacity. ARM Holdings has said they’ve seen enough demand that they are getting into the manufacturing business themselves. On today’s show, we break down ARMs decision to add production capacity, how it compared to AMD’s results, Doordash’s peculiar earnings, and we dig into the mailbag. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - ARM Holdings and Advanced Micro Devices blowout earnings - ARM’s ambitious new goal to build its own chips - The bottlenecks to bringing
Can Uber Make an “Everything” App?

Published: 05/06/2026 14:30:00
Can Uber Make an "Everything" App? Episode Details
Uber has been in the middle of the autonomy debate and recently added hotels to the mix, so we’re wondering if they can be the “everything” app built around transportation? First quarter results indicated they have the momentum to do it. We also get to results from Disney and Novo Nordisk, which had investors cheering today. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Uber’s Q1 2026 results - Can Uber make an “everything” app? - Disney’s momentum and challenges - Novo Nordisk’s GLP-1 conundrum Companies discussed: Uber (UBER), Expedia
Shopify Retreats, Amazon Attacks

Published: 05/05/2026 18:10:00
Shopify Retreats, Amazon Attacks Episode Details
Shopify delivered a strong earnings report, but investors were underwhelmed by guidance. We take a look at how investors should feel about the company's long-term prospects. Plus, Amazon's move into logistics caused several shipping stocks to plunge. We look at what Amazon is up to and why it is entering a new market while spending billions on data centers. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:- Shopify’s Underwhelming Quarter- Amazon Plans Logistics Push- When to sell your winnersCompanies discussed: SHOP, AMZN, UPS, FDX, GXO, STRL, AXONHost: Tyler CroweGuests: Matt Frankel,
Forget Earnings Season. It’s Takeover Season.

Published: 05/04/2026 20:28:00
Forget Earnings Season. It's Takeover Season. Episode Details
A bevy of acquisition chatter has the Motley Fool Hidden Gems Investing team digging down into what can make or break a deal. The team discusses GameStop’s proposal to buy eBay for $56 billion, a rumor regarding interest from Anthropic to buy Atlassian, and lessons from a great acquirer in Berkshire Hathaway.Jon Quast, Rachel Warren, and Travis Hoium discuss:-GameStop’s $100 billion market cap ambition-The potential acquisition of eBay-Anthropic’s rumored interest in Atlassian-Other software companies that may be attractive targets-Hidden gem lessons from Berkshire HathawayCompanies discussed: GameStop (GME), eBay (EBAY), Atlassian (TEAM),
Nvidia’s Next Big Market

Published: 05/03/2026 10:00:00
Nvidia's Next Big Market Episode Details
Where are we in the Nvidia story today? Is there an AI bubble? What’s Nvidia’s next big market? Motley Fool Chief Investment Officer Andy Cross talks with Stephen Witt, author of The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted Microchip. Host: Andy Cross Guest: Stephen Witt Producer: Bart Shannon, Mac Greer 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
How to Analyze Funds, and You May Retire Sooner Than Planned

Published: 05/02/2026 10:00:00
How to Analyze Funds, and You May Retire Sooner Than Planned Episode Details
According to the Investment Company Institute, more than 120 million individuals in the U.S. own some type of fund. After all, they may not have a choice; the most common way Americans save for retirement is through an employer plan such as a 401(k), and in most of those plans, the only investment choices are a menu of funds. Robert Brokamp and Amanda Kish discuss the factors to consider when evaluating mutual funds and ETFs. Also in this episode:-Interest rates are rising, bond prices are falling, and the Fed is staying
Hyperscalers Are Going Into Hyperdrive

Published: 05/01/2026 14:59:00
Hyperscalers Are Going Into Hyperdrive Episode Details
Big tech earnings have shown that artificial intelligence has become a massive growth business for the biggest companies in the world. And it better be because they’re spending nearly $1 trillion per year on the technology, but will it pay off? Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Big tech’s AI growth - Is the economy healthy or hanging on by a thread? - Market predictions - Stocks on our radar Companies discussed: Textron (TXT), Circle (CRCL), Apple (AAPL), Amazon (AMZN), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Microsoft (MSFT), Meta
Mag 7, Markets, and Mailbag with CEO Tom Gardner

Published: 04/30/2026 14:30:00
Mag 7, Markets, and Mailbag with CEO Tom Gardner Episode Details
Motley fool co-founder and CEO Tom Gardner stopped by today on the podcast. There, he and the team browke down the changing dynamics behind earnings from four of the Magnificent 7 companies, what to make of consumer sentiment at a 60 year low, and answering a guest question about the new competition for NVIDIA chips. Tom, Tyler, and Jon discuss: - The markets reaction to Alphabet, Microsoft, Amazon, and Meta’s earnings report - What matters most about AI infrastructure spending - Rising costs for the hyperscalers: fear or opportunity? - Making
Earnings Season Hits Overdrive

Published: 04/29/2026 14:47:00
Earnings Season Hits Overdrive Episode Details
The flood of earnings has begun and there are some surprises to investors. Spotify, Robinhood, and SoFi all dropped after results failed to impress, but these are still solid businesses. Plus, we covered Bloom Energy’s rise and whether there’s risk in energy today.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Spotify and streaming prices and ads- Robinhood and SoFi drop- Bloom Energy and the AI energy bubbleCompanies discussed: Spotify (SPOT), Netflix (NFLX), Robinhood (HOOD), SoFi (SOFI), Bloom Energy (BE).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Dan Boyd, Kristi WaterworthAdvertisements are sponsored
OpenAI Misses Expectations - Should Tech Investors Worry?

Published: 04/28/2026 14:30:00
OpenAI Misses Expectations - Should Tech Investors Worry? Episode Details
OpenAI reportedly missed its own growth and revenue expectations recently, and shares of Oracle and other companies with large deals with the AI giant are trading lower. In this episode, the team discuss the OpenAI news and much more. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - OpenAI's disappointing growth and what it means for tech investors - Whether OpenAI and its rivals will be able to scale to profitability anytime soon - General Motors' latest earnings and why Matt is such a big believer - Whether investors should take
A New Chapter in AI’s Most Powerful Partnership

Published: 04/27/2026 14:30:00
A New Chapter in AI's Most Powerful Partnership Episode Details
Jon Quast, Matt Frankel, and Rachel Warren discuss: -Financial results from Domino’s Pizza and what it tells us about the economy -Microsoft and OpenAI modify the terms of their partnership -Qualcomm gets a boost from reported plans for an AI-native phone -Mailbag: Why is the stock price not matching the business results? Companies discussed: Domino’s Pizza (DPZ), OpenAI, Microsoft (MSFT), Qualcomm (QCOM), Nike (NKE), Unity (U) 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
Morgan Housel on History, AI, and the Future of Investing

Published: 04/26/2026 10:00:00
Morgan Housel on History, AI, and the Future of Investing Episode Details
Morgan Housel is the bestselling author of The Psychology of Money, Same As Ever, and The Art of Spending Money. At our recent Motley Fool member event, Senior Vice-President of Rule Breakers strategy Brian Richards sat down with Morgan for a conversation about how the AI boom is intersecting with human psychology and investing. Host: Brian Richards Guest: Morgan Housel Producer: Bart Shannon, Mac Greer 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
A Guide to the Backdoor Roth IRA, and Heirs Squandering Inheritances

Published: 04/25/2026 10:00:00
A Guide to the Backdoor Roth IRA, and Heirs Squandering Inheritances Episode Details
People look forward to retirement as a time of fewer obligations, but it can also be a time of lower taxes, especially if you have money in Roth retirement accounts. However, if you earn too much money, you can’t contribute directly to a Roth IRA. But you may still have an option. Host Robert Brokamp lays out the five steps to contributing to a backdoor Roth IRA, and highlights a landmine to avoid. Also in this episode:-The stock market posted one of its best 10-day returns – what does history say
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

Published: 04/24/2026 14:35:00
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype Episode Details
AI is driving the market in multiple directions in 2026 and this week’s winner was Intel, who has such high demand it’s selling chips it once thought were worthless. We discuss the dynamics and get to the Jobs/Cook run at Apple, and another SaaSpocalypse. Travis Hoium, Lou Whitemand, and Jason Moser discuss: - The Jobs/Cook era at Apple - Intel & AI - SaaSpocalype 3.0 - Value or falling knife stocks Companies discussed: Adobe (ADBE), Salesforce (CRM), Palantir (PLTR), The Trade Desk (TTD), Apple (AAPL), Servicenow (NOW), Southwest Airlines (LUV), Alphabet
Earnings Season Ramps Up -- And We've Seen Some Surprises

Published: 04/23/2026 14:16:00
Earnings Season Ramps Up -- And We've Seen Some Surprises Episode Details
Earnings season is now in full swing, and we recently got a look at the latest results from Tesla (NASDAQ: TSLA) and some of the most prominent technology companies in the market. In today's episode, the team breaks down some of the key points investors need to know.Tyler Crowe, Matt Frankel, and Jon Quast discuss: The biggest surprises from Tesla's earnings report and call. Earnings from IBM, Texas Instruments, and GE Vernova. Why Progressive is down by more than 20% from the highs. Companies discussed: TSLA, IBM, TXN, GEV, PGRHost: Tyler
SpaceX Goes on $60 Billion AI Buying Spree

Published: 04/23/2026 07:25:00
SpaceX Goes on $60 Billion AI Buying Spree Episode Details
SpaceX is buying another AI company, this time it’s Cursor. The space company has transformed itself into an AI company, but does this mean it can catch up to Google, Anthropic, or OpenAI? Plus, we cover Amazon’s move into GLP-1s and Meta’s new AI use case. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - SpaceX agrees to buy Cursor - Amazon gets into GLP-1s - Meta’s AI spyware Companies discussed: Amazon (AMZN), Hims & Hers (HIMS), Meta Platforms (META), Alphabet (GOOG, GOOGL). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren
Tim Cook Steps Aside – What's Next for Apple

Published: 04/21/2026 14:30:00
Tim Cook Steps Aside - What's Next for Apple Episode Details
It wasn't a complete surprise, but Apple (NASDAQ: AAPL) CEO Tim Cook is stepping aside and the company's current head of hardware, Jon Ternus, will be taking the helm in September. In this episode, the team discuss Cook's legacy, the biggest challenges and opportunities for the new leader, and more. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Tim Cook and his accomplishments at Apple - Apple's new CEO and what his biggest challenges are - Whether the S&P 500 will include SpaceX after it goes public - AST Spacemobil
Are Robotaxis Coming to a City Near You?

Published: 04/20/2026 14:30:00
Are Robotaxis Coming to a City Near You? Episode Details
Serial acquirer QXO has made a transformative $17 billion acquisition of TopBuild to create the second largest player in the industry. Motley Fool analysts Jason Hall and Matt Frankel break this deal down before discussing developments with Tesla’s Robotaxis and answering a listening question about selling stocks. Jon Quast, Matt Frankel, and Jason Hall discuss: -QXO’s $17 billion acquisition of TopBuild -Tesla’s Robotaxi expansion -Mailbag: Did I make a mistake by selling a stock that went up? Companies discussed: QXO (QXO), TopBuild (BLD), XPO (XPO), United Rentals (URI), Tesla (TSLA), Uber
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

Published: 04/19/2026 10:00:00
Ben Carlson on Why It's Better to Avoid a Strikeout Than to Swing for a Home run Episode Details
We at The Motley Fool are proponents of investing in individual stocks. But does that result in betting your financial future on too few companies? In this second of a two-part conversation, Motley Fool Senior Advisor Robert Brokamp speaks with Ben Carlson about the risks of investing in individual stocks, market valuations, balancing saving for the future vs. enjoying life today, and the career advice we give our kids. Ben is the Director of Institutional Asset Management at Ritholtz Wealth Management, the writer behind the “A Wealth of Common Sense” blog,
Ben Carlson on Why the Stock Market Is the Best Casino in the World

Published: 04/18/2026 10:00:00
Ben Carlson on Why the Stock Market Is the Best Casino in the World Episode Details
We at The Motley Fool believe that investing in the stock market is the best path to long-term wealth. But it isn’t always easy to stick with stocks. In this first of a two-part conversation, Motley Fool Senior Advisor Robert Brokamp speaks with Ben Carlson about what we can learn from the Great Depression and Japan, how even the worst periods for investors eventually turn out fine over the long term, and how diversification can help.Ben is the Director of Institutional Asset Management at Ritholtz Wealth Management, the writer behind the
The Market’s New High Is Anything but Blah

Published: 04/17/2026 14:40:00
The Market's New High Is Anything but Blah Episode Details
As earnings season gets underway, the S&P 500 has soared past 7,000 for the first time. Our team reflects on the market’s rapid rebound as well as dissects the important financial reports we’ve received so far. Trends in digital advertising and generative AI are discussed. And the team parses news from noise in recent press releases before ending with stocks on our radar. Jon Quast, Lou Whiteman, and Asit Sharma discuss: - Netflix’s Q1 2026 financial results - Broad takeaways from some big banks - Meta Platforms catching up to Alphabet
Chip Stocks and Bank Earnings Extravaganza

Published: 04/16/2026 14:30:00
Chip Stocks and Bank Earnings Extravaganza Episode Details
Motley Fool contributors Jason Hall, Jon Quast, and Matt Frankel discuss financial news that investors should know about. On today’s show, this includes recent financial results from banking giants Bank of America (NYSE:BAC) and Charles Schwab (NYSE:SCHW), and key "picks and shovels" providers in the semiconductor industry, Taiwan Semiconductor (NYSE:TSM) and ASML (NASDAQ:ASML). They end the show discussing three stocks they are most-looking-forward to hearing from this earnings season: Stock 1, Stock 2, and Stock 3. Jason Hall, Jon Quast, and Matt Frankel discuss: -Bank of America and Schwab Q1 results
An Alphabet Stock Deep Dive

Published: 04/15/2026 14:30:00
An Alphabet Stock Deep Dive Episode Details
We dig deep into Alphabet, the tech giant that has become so much more than search. To start, we cover whether search is being disrupted and then cover the adjacent businesses like YouTube and Google Cloud that may have more power than you think. To end the show, we discuss some hidden gems in Alphabet’s portfolio that you may not realize are worth hundreds of billions of dollars. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - The search core - YouTube’s scale and potential - Google Cloud’s growth - Hidden
Assessing the Rise of Chinese EV Manufacturers

Published: 04/14/2026 14:30:00
Assessing the Rise of Chinese EV Manufacturers Episode Details
Chinese electric vehicles are quickly becoming a dominant force in the industry. Rapid growth is putting these cars on the map worldwide, but it hasn’t necessarily translated into profits. We take a listener question as a chance to dive into the Chinese Electric vehicle industry, the investability of these new vehicle manufacturers, and how it may shape or change our view of investing in the automotive industry writ large Tyler Crowe, Lou Whiteman, and Jason Hall discuss: - The rapid growth of Chinese electric vehicles - The increasing competitive landscape and
Goldman Sachs Kicks Off Earnings Season

Published: 04/13/2026 14:10:00
Goldman Sachs Kicks Off Earnings Season Episode Details
Motley Fool contributors Jon Quast, Rachel Warren, and Jason Hall discuss financial news that investors should know about. On today’s show, this includes recent financial results from investing bank Goldman Sachs as well as the U.S. blockade in the Strait of Hormuz. Finally, the team ends the show with a question from a listener regarding SpaceX’s upcoming IPO.Jon Quast, Rachel Warren, and Jason Hall discuss:-Goldman Sach’s Q1 2026 financial report-Economic trends to watch during earnings season-The impacts from new U.S. blockades-A listener question about SpaceX and major stock indicesCompanies discussed: Goldman
The Psychedelic Revolution

Published: 04/12/2026 10:00:00
The Psychedelic Revolution Episode Details
What if the next big breakthrough in mental health care has nothing to do with taking a daily pill? Founders of the Integrative Psychiatry Institute, Dr. Will Van Derveer and Keith Kurlander, join the show to discuss their new book, Psychedelic Therapy: A Revolutionary Approach to Restoring Mental Health and Reclaiming Your Life. Motley Fool analyst Sanmeet Deo talks with the founders about the shift from a counterculture fringe movement to an FDA-backed clinical model, Big Pharma's strategy, and why the real investing opportunity lies in a $20,000 service. Host: Sanmeet
Hannah Moore on How to Become a Professional Financial Planner

Published: 04/11/2026 10:00:00
Hannah Moore on How to Become a Professional Financial Planner Episode Details
Perhaps, amidst all your reading and podcast-listening about personal finances, you’ve thought to yourself, “I should explore becoming a professional financial planner.” If so, this is the episode for you. Host Robert Brokamp discusses the topic with Hannah Moore, the founder of Amplified Planning, the owner and principal financial planner at Guiding Wealth, and the creator of The Externship, a summer program for aspiring financial planners and people who want to build their own financial plan.Topics covered:-The benefits of being a professional financial planner-The future of the profession, especially in a
AI’s Most Dangerous Moment

Published: 04/10/2026 14:30:00
AI's Most Dangerous Moment Episode Details
The first quarter of 2026 is in the rearview mirror and earnings season begins next week. We discuss what we’re looking for along with the latest in the world of artificial intelligence at the biggest companies in the world. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Earnings season expectations - AI’s most dangerous moment - Is Meta back in AI? - Home run CEOs - Stocks on our radar Companies discussed: Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta Platforms (META), Crocs (CROX), Target (TGT), Snap (SNAP), Apple (AAPL), Nike (NKE),
Will AI Destroy the Software Industry?

Published: 04/09/2026 14:35:00
Will AI Destroy the Software Industry? Episode Details
Matt Frankel, Tyler Crowe, and Jon Quast discuss: Why software stocks are down amid AI concerns The SaaS companies likely to be the most vulnerable Software stocks that could win in an agentic AI world. Companies discussed: NOW, CHGG, ADBE, TEAM, IGV, DDOG, HUBS, CNSWF, ASAN, ZS, CRWD, DUOL, CDNS, SNPS Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Producer: Anand Chokkavelu 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
Why Alphabet is the Winner from Anthropic’s Incredible Growth

Published: 04/08/2026 14:30:00
Why Alphabet is the Winner from Anthropic's Incredible Growth Episode Details
Anthropic has tripled revenue in the first three months of 2026, but the biggest beneficiary may be Alphabet. The company owns 14% of Anthropic and the AI startup is buying the company’s TPUs and using Google Cloud. We also discuss the rumored foldable iPhone and Delta’s earnings. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Anthropic’s growth - Google’s big win - Foldable iPhones - Delta’s earnings Companies discussed: Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Delta Airlines (DAL). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure:
Breaking Down Jamie Dimon’s Investing Letter

Published: 04/07/2026 14:30:00
Breaking Down Jamie Dimon's Investing Letter Episode Details
Reading Jamie Dimon’s annual letter to shareholders is one of those calendar events. For those who haven’t had time to read it, we broke down some of the big takeaways from the letter as well as pushed back at some of the things we were less sure about. Plus, dissecting Bill Ackman’s Universal Music Group bid and answering listener questions. Tyler Crowe, Lou Whiteman, and Jason Hall discuss: - Jamie Dimon’s message to JPMorgan investors - Dimon’s words of warning to the private credit market - Whether rolling back bank regulations
Smooth Investing When the Ride is Bumpy

Published: 04/06/2026 14:04:00
Smooth Investing When the Ride is Bumpy Episode Details
Description: The Motley Fool Hidden Gems team takes a listener question about diversification, acknowledging the volatility in the stock market as well as why diversification is a winning strategy for the long term.Jon Quast, Matt Frankel, and Rachel Warren discuss:-Market volatility: What it is-How bad things can get-How diversification can help returns-Stocks that help long-term returnsCompanies discussed: Bank of America (BAC), Berkshire Hathaway (BRK.A)(BRK.B), Apple (AAPL), Johnson & Johnson (JNJ), Prologis (PLD), PepsiCo (PEP)Got investing questions for the podcast? Email us at podcasts@fool.comHost: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Bart ShannonAdvertisements
The Secret to Out-Innovating the Competition: Inside the Tesla Playbook

Published: 04/05/2026 10:00:00
The Secret to Out-Innovating the Competition: Inside the Tesla Playbook Episode Details
What’s the secret to out-innovating the competition? Former Tesla President Jon McNeill joins the show to discuss his new book, The Algorithm: The Hypergrowth Formula that Transformed Tesla, Lululemon, General Motors and SpaceX. Motley Fool analyst Rachel Warren talks with McNeill about the five-step formula for achieving hypergrowth, the hidden metric every investor should track, and the AI revolution. Host: Rachel Warren Guest: Jon McNeill Producer: Bart Shannon, Mac Greer Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse,
Which Types of Investments Should You Own and Where Should You Own Them

Published: 04/04/2026 10:00:00
Which Types of Investments Should You Own and Where Should You Own Them Episode Details
It’s Month 4 of our financial planning challenge, which we’re calling “A Year Well-Planned.” This month, Fools Robert Brokamp and Stephanie Marini discuss the different ways to invest in stocks, bonds, and cash, and the account types to consider. Topics covered:-The pros and cons of index funds, actively managed funds, and individual stocks-Choosing between cash and bonds for the safer side of your portfolio-Which types of investments should go in taxable brokerage accounts, 401(k)s, IRAs, and Roths-Two questions to ask of each of your investments: 1) If I didn’t own it,
A $2 Trillion IPO & the Space Economy

Published: 04/03/2026 14:30:00
A $2 Trillion IPO & the Space Economy Episode Details
Oil has soared to $110 per barrel, but hasn’t hit the economy yet. We discuss why and than get to the hottest IPO ever, SpaceX, and what the future of the space economy might look like. Travis Hoium, Lou Whiteman, and Dan Caplinger discuss: - Oil markets - SpaceX’s $2 trillion IPO - Our mini-portfolio - Stocks on our radar Companies discussed: TransDigm (TDG), Truist Financial (TFC), Rocket Lab (RKLB), QXO (QXO), Nelnet (NNI), Booking (BKNG), Moderna (MRNA), Freeport-McMoRan (FCX), Microsoft (MSFT), Berkshire Hathaway (BRK-B), Alphabet (GOOG), Uber (UBER), Intuit (INTU),
“Alexa, Let’s Go to Outer Space”

Published: 04/02/2026 14:40:00
"Alexa, Let's Go to Outer Space" Episode Details
On the heels of the Artemis II launch and SpaceX’s confidential filing to go public, Amazon is reportedly looking to acquire Globalstar as it works on its own satellite internet ambitions. Our analyst team also takes a look at the economy through the lens of luxury furniture retailer RH before closing the show out by answering a question from our mailbag about good investing books for beginners. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Amazon’s reported interest in Globalstar - RH and housing trends - Best investing books for
Oracle Lays Off 30,000 and Nike Falls Flat Once Again

Published: 04/01/2026 14:30:00
Oracle Lays Off 30,000 and Nike Falls Flat Once Again Episode Details
OpenAI announced a $122 billion capital raise and the market barely blinked. But this may indicate bigger challenges ahead for the AI giant. Then we discuss Nike’s disappointing earnings and why Oracle is laying off 30,000 employees. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - OpenAI’s $122 billion capital raise - Nike’s disappointment - Oracle lays off 30,000 Companies discussed: Alphabet (GOOG), Amazon (AMZN), Oracle (ORCL), Nike (NKE). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only.
Nobody Told Us This Was M&A Week

Published: 03/31/2026 14:30:00
Nobody Told Us This Was M&A Week Episode Details
We’re only a couple of days into the week, but we’ve already seen some large merger & acquisition deals that could shake up the consumer goods and the food distribution industry. If that weren’t enough, the healthcare industry has its own deal announcements. Plus, mailbag questions Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Sysco’s $26 billion deal for Restaurant Depot - McCormick’s $44 billion deal for Unilever’s food division - The track record of major consumer brand mergers - Eli Lilly acquiring Centessa Pharmaceuticals - Listener question: Thoughts on
Bill Ackman Says Stocks Are “Stupidly Cheap”

Published: 03/30/2026 14:30:00
Bill Ackman Says Stocks Are "Stupidly Cheap" Episode Details
The Motley Fool’s Hidden Gems team talks about how investors are divided about whether AI is a benefit or an existential risk for third-party demand aggregators. They also discuss the latest news from space as well as dissect comments over the weekend from billionaire investor Bill Ackman. Jon Quast, Matt Frankel, and Rachel Warren discuss: -The bull and bear cases for AI and 3rd party platforms -SpaceX’s record-smashing IPO on tap -Bill Ackman’s comments on Fannie Mae and Freddie Mac -Value stocks our analysts like now Companies discussed: Expedia (EXPE), Maplebear
A Century of Plenty: The $700 Billion AI Supercycle

Published: 03/29/2026 10:00:00
A Century of Plenty: The $700 Billion AI Supercycle Episode Details
What will fuel the next 75 years of global economic growth? Chris Bradley, senior partner and director of the McKinsey Global Institute, joins the show to discuss his new book, A Century of Plenty: A Story of Progress for Generations to Come. Motley Fool analyst Rachel Warren talks with Bradley about the next 75 years, the $700 billion AI supercycle, and why the world needs an energy renaissance. Host: Rachel Warren Guest: Chris Bradley Producer: Bart Shannon, Mac Greer Disclosure: Advertisements are sponsored content and provided for informational purposes only. The
Find the Right Financial Planner for You

Published: 03/28/2026 10:00:00
Find the Right Financial Planner for You Episode Details
The Motley Fool was founded more than 30 years ago, based on the belief that you can manage your own money. However, not everyone has the time to learn how to become a do-it-yourself financial planner. Plus, you may want an objective second opinion from an expert every once in a while, just to make sure you’re covering all the bases.This week, Robert Brokamp speaks with Hannah Moore, the founder of Amplified Planning, the owner and principal financial planner at Guiding Wealth, and the creator of The Externship, a summer program
How We Invest In a Falling Market

Published: 03/27/2026 14:59:00
How We Invest In a Falling Market Episode Details
The stock market has entered correction territory as the AI trade falls apart and rising energy prices risk a global recession. We discuss how to handle market downturns, what we see in energy markets, and why long-term investing is still the answer for investors.Travis Hoium, Andy Cross, and Lou Whiteman discuss:- Nasdaq correction- Energy’s shocking rise- The AI trade- How well do you know your market history- Stocks on our radarCompanies discussed: Netflix (NFLX), Cintas (CTAS), Delta (DAL), Jetblu (JBLU), NVIDIA (NVDA), Microsoft (MSFT), Alphabet (GOOG).Host: Travis HoiumGuests: Andy Cross, Lou
A New Trend in AI is Emerging: Efficiency

Published: 03/26/2026 14:00:00
A New Trend in AI is Emerging: Efficiency Episode Details
The approach to AI so far can be best described as a using brute force to make things happen. It’s been effective so far, but the approach starts to run into problems when the numbers get really big. Thankfully, some new developments in AI could help alleviate that challenge. Matt, Jon, and Tyler discuss how Google and ARM are advancing AI efficiency. Plus, social media’s bad week in court and the mailbag. Tyler Crowe, Jon, Quast, and Matt Frankel discuss: Meta and Alphabet losing watershed social media cases Is a “tobacco
Sora Is No Mora

Published: 03/25/2026 14:30:00
Sora Is No Mora Episode Details
OpenAI is shutting down Sora and its video generation models to focus on enterprise customers and coding. Meanwhile, Coinbase and Circle are crashing as congress considers a bill that could eliminate stablecoin rewards. The irony is, Coinbase could be more profitable without rewards.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Sora is shutting down- Stablecoins in congress- Amazon’s latest robot acquisitionsCompanies discussed: Disney (DIS), Coinbase (COIN), Circle (CRCL), Amazon (AMZN).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi WaterworthAdvertisements are sponsored content and provided for informational purposes only. The Motley Fool and
The Autonomy Economy is Accelerating

Published: 03/24/2026 16:43:00
The Autonomy Economy is Accelerating Episode Details
Autonomy is popping up all over the place. What was once the world of experiments and testing stages is scaling into full blown businesses at a rapid pace. A slew of recent announcements shows how autonomous driving and delivery is advancing in 2026, and we break down how investors can benefit from these major trends. Plus, OpenAI’s growing pains, and more. Tyler Crowe, Lou Whiteman, and Travis Hoium discuss:- OpenAI trying to pivot to monetization- Investing opportunities in AI- Autonomous taxi service Zoox starting commercial operations this year- Where the opportunities
The Newest Big Idea from Elon Musk: Terafab

Published: 03/23/2026 14:00:00
The Newest Big Idea from Elon Musk: Terafab Episode Details
The Motley Fool’s Hidden Gem team take a look at trends moving the market as well as dissect Elon Musk’s announcement over the weekend for the Terafab project.Jon Quast, Matt Frankel, and Rachel Warren discuss:-The roller coaster ride with oil prices.-How to maintain a long-term perspective.-Elon Musk’s galactic ambitions with his Terafab project.-Long-term growth trends our analysts love.Companies discussed: Tesla (TSLA), IBM (IBM), Chevron (CVX), Intuitive Surgical (ISRG), Medtronic (MDT), Johnson & Johnson (JNJ), Occidental Petroleum (OXY)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and
Irresistible Change: How to Spot Real Growth

Published: 03/22/2026 10:00:00
Irresistible Change: How to Spot Real Growth Episode Details
How can investors tell the difference between a real value-creating transformation and “compliance theatre”? Phil Gilbert, serial entrepreneur and former IBM General Manager, joins the show to talk about his new book, Irresistible Change: A Blueprint for Earning Buy-In and Breakout Success. Motley Fool contributor Rich Lumelleau talks with Gilbert about the red flags of CEO bluster, the "25% Rule" for cultural tipping points, and why the next generation of great investors will be tracking "Revenue per Token." Host: Rich Lumulleau Guest: Phil Gilbert Producer: Bart Shannon, Mac Greer Disclosure: Advertisements
The Best Places to Retire, and Play It Safer Before Retirement

Published: 03/21/2026 10:00:00
The Best Places to Retire, and Play It Safer Before Retirement Episode Details
The No. 1 investing goal of most Americans is retirement, and a key determinant of happiness in retirement is where you live. Which factors are most important, and where are the places that have those factors? Robert Brokamp and Matt Frankel discuss The Motley Fool’s recent “Best Places to Retire” report.Also in this episode:-The S&P 500’s single-digit decline so far this year masks wide dispersion of the returns of individual stocks and sectors, with many posting gains or losses exceeding 20%.-A recent study shows that portfolio returns right before retirement have
The Reality of Investing in 2026

Published: 03/20/2026 15:00:00
The Reality of Investing in 2026 Episode Details
The war in Iran doesn’t seem to be slowing down and that’s impacting oil prices today, but that’s just the beginning. Economic spending is next and higher costs could hit many industries, which will have lasting impacts for years. We discuss what we can learn about the history of oil prices and war and how we’re investing through it all. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - The Iran war and how it impacts markets - Are there safe havens? - Picking a stock market Final 4 - Stocks
Micron Revenue Smashes Expectations, but Wall Street Yawns

Published: 03/19/2026 14:30:00
Micron Revenue Smashes Expectations, but Wall Street Yawns Episode Details
When companies beat revenue and earnings expectations as much a Micron Technologies did in its most recent quarter, the market often heaps on praise for stellar results. Not this time, though. We’ll get into why as well as Uber Technologies’ deal with Rivian Automotive and Alibaba’s $100 billion in AI revenue target Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Micron Technologies earnings - Is it different this time for memory companies? - Uber & Rivian teaming up for autonomous vehicles - Alibaba’s AI targets and investing in international AI
OpenAI’s Strategy Shift Ahead of IPO

Published: 03/18/2026 14:00:00
OpenAI's Strategy Shift Ahead of IPO Episode Details
OpenAI is moving away from side quests as it prepares the business and financials for an IPO. To make matters more complicated, Microsoft is upset about a deal OpenAI made with Amazon. Plus, why short sellers are important. Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- OpenAI’s strategy shift- Microsoft’s warning to Amazon- Why short sellers are important Companies discussed: SoFi (SOFI), Amazon (AMZN), Microsoft (MSFT). Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates
We Didn’t See That Coming from Airlines

Published: 03/17/2026 14:30:00
We Didn't See That Coming from Airlines Episode Details
Just when you think you have a handle on how a company will react to rising oil prices, Delta Airlines goes and flips the idea on its head. Even though the industry could be facing significant increases in fuel prices, the carrier gave shocking rosy earnings projections at a recent industry event. Plus, Mastercard’s foray into stablecoins and a sample of stories we’re watching Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Delta’s rosy outlook - The changes in the airline industry - Mastercard’s bet to become a crypto payments
Another Day, Another Massive AI Infrastructure Deal

Published: 03/16/2026 14:30:00
Another Day, Another Massive AI Infrastructure Deal Episode Details
The Motley Fool’s Hidden Gem team talks about the latest AI infrastructure deal between Meta Platforms and neocloud company Nebius. They then pivot to talk about what’s happening with consumer spending by taking a look at Dollar Tree’s results for 2025. And finally, they pull back the curtain to reveal one of the factors they consider when looking for a stock to invest in for the long term. Jon Quast, Matt Frankel, and Rachel Warren discuss: -The new deal between Nebius and Meta Platforms -How the neocloud business works -Dollar Tree’s
David Pogue on Apple’s Suprising Past and AI Future

Published: 03/15/2026 10:00:00
David Pogue on Apple's Suprising Past and AI Future Episode Details
What if Apple’s next massive growth engine has nothing to do with smartphones, but instead relies on AI-powered medical devices? Tech journalist David Pogue joins the show to discuss his new book, Apple: The First 50 Years, and weighs in on Apple’s next chapter. Host: Jason Moser Guest: David Pogue Producer: Bart Shannon, Mac Greer 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
Make Your Money Last Forever, and the E-Shaped Economy

Published: 03/14/2026 10:00:00
Make Your Money Last Forever, and the E-Shaped Economy Episode Details
A survey from Allianz found that 64% of Americans worry more about running out of money than death. Host Robert Brokamp offers eight suggestions for making your portfolio last forever or until you die, whichever comes first. Also in this episode:-The K-shaped economy is starting to look more like an E as middle-income Americans tread water and are showing signs of strain.-Oil prices are skyrocketing, exceeding the so-called Hamilton Trigger – the point when an oil shock becomes a drag on the economy.-Over the past 125 years, U.S. equities have grown
Is Stagflation Creeping Into the Picture?

Published: 03/13/2026 15:10:00
Is Stagflation Creeping Into the Picture? Episode Details
GDP data released this week shows an economy that slowed to a crawl in the fourth quarter of 2025 as inflation picked up. That’s not a good sign now that oil prices have nearly doubled this year and job cuts continue. We discuss what this data says about the economy and what we’re going as investors. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Q4 2025 GDP data - Uber’s autonomous momentum - Adobe’s earnings - Executive free agents - Stocks on our radar Companies discussed: Alphabet (GOOG), Adobe (ADBE),
Atlassian’s Layoffs are AI-Inspired

Published: 03/12/2026 14:30:00
Atlassian's Layoffs are AI-Inspired Episode Details
Atlassian announced that it is letting about 10% of its workforce go today. Management said it was because AI is making the company more efficient, but we’re wondering if there is more to it than that. Plus, some napkin math on the Strategic Petroleum Reserve release and Dollar General’s most recent earnings Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Altassian’s Layoffs - The challenges facing SaaS companies in an age of efficiency - Assessing the impact of the SPR release and how it changes our investing approach - Dollar
Who in Big Tech Is Ready for Agentic AI?

Published: 03/11/2026 14:45:00
Who in Big Tech Is Ready for Agentic AI? Episode Details
Amazon is fighting Perplexity over the startup’s shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta’s AI strategy and why Oracle is growing and taking a big risk in its buildout. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Amazon goes after Perplexity’s agents - Meta’s scattered AI strategy - Oracle earnings Companies discussed: Amazon (AMZN), Google (GOOG, GOOGL), Meta Platforms (META), Oracle (ORCL). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure:
Exciting (But Crowded) Opportunities

Published: 03/10/2026 14:35:00
Exciting (But Crowded) Opportunities Episode Details
A rush of new competition is flooding into areas like space and nuclear. We take a look at what is real, and what is hype. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - What space investments look exciting - Areas of the sector that are overcrowded - Why they are cautious about buying into the nuclear hype - Investing stories they are following right now Companies discussed: MOG.A, SES, OKLO, SMR, HHH, JOBY, ACHR Host: Tyler Crowe Guests: Lou Whiteman, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content
Surging Oil Prices Spark Market Jitters

Published: 03/09/2026 14:30:00
Surging Oil Prices Spark Market Jitters Episode Details
The Motley Fool’s Hidden Gems team discusses some historical disruptions in the energy market, explaining why they’re facing the uncertainties with timeless Motley Fool investing principles. The team also talks about how trends in semiconductors are reshaping the S&P 500, as well as looking at why Hims and Hers stock is soaring. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Oil’s rapid price increase and market jitters. -The S&P 500 reshuffling. -Trends in AI and data centers. -Hims and Hers stock’s big jump. Companies discussed: OXY, VRT, LITE, COHR, SATS, MTCH,
A New Kind of Intelligence

Published: 03/08/2026 10:00:00
A New Kind of Intelligence Episode Details
What if the greatest predictor of your investing success isn't your IQ or emotional intelligence, but your ability to strategically unlearn? Leadership coach and author Liz Tran talks about her new book, AQ: A New Kind of Intelligence for a World That's Always Changing. Host: Rachel Warren Guest: Liz Tran Producer: Bart Shannon, Mac Greer 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
How Much Should You Have in the Stock Market?

Published: 03/07/2026 10:00:00
How Much Should You Have in the Stock Market? Episode Details
One of the biggest determinants of your future net worth will be your asset allocation – how you apportion your portfolio to cash, bonds, and stocks (and the types of stocks you choose). In Month 3 of our 2026 Financial Planning Challenge, Amanda Kish joins host Robert Brokamp to discuss:-Risk capacity vs. risk tolerance-How factors such as your job and your past behavior could influence your portfolio-Biases that may result in sub-optimal decisions-Broad allocation guidance to consider-Recommended tools for tracking and analyzing your portfolioHost: Robert Brokamp, CFP®Guest: Amanda Kish, CFP®, CFAEngineer:
What We’re Doing (or Not Doing) as the Market Drops

Published: 03/06/2026 14:40:00
What We're Doing (or Not Doing) as the Market Drops Episode Details
The conflict in Iran is on every investor’s mind as stocks seem to sink day after day. But panic is never the right answer and we discuss what we’re doing (or not doing) in today’s market. Then we deep dive into an unloved company, Disney. Travis Hoium, Emily Flippen, and Lou Whiteman discuss: - Iran, the market, and what we’re doing now - Broadcom earnings - Disney deep dive - Stocks on our radar Companies discussed: Stantech (STN), Honeywell (HON), Disney (DIS), Broadcom (AVGO), NVIDIA (NVDA). Host: Travis Hoium Guests: Emily
Broadcom’s CEO said What?

Published: 03/05/2026 14:31:00
Broadcom's CEO said What? Episode Details
Broadcom hasn’t been the first company on investor’s minds when it comes to AI Infrastructure, but CEO Hock Tan was certainly making the case that it should after the company’s first quarter earnings report. Between its anticipated surge in AI related revenue and its plans to say ahead of supply chain shortages, Broadcom wants to be mentioned in the same sentence with NVIDIA.Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Broadcom’s earnings- Better Buy: Broadcom vs. NVIDIA- The signal vs. the noise in stock buybacks- Vail Resort’s attempts to lure in
Does Apple Have a New Hit On Its Hands?

Published: 03/04/2026 14:30:00
Does Apple Have a New Hit On Its Hands? Episode Details
Apple has introduced a number of new products this week, including a new phone and displays. But the Macbook Neo is a low-cost Mac that could make the company’s PCs more popular for kids and families. Whether it moves the needle for the stock will take time to tell. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Apple’s new products - Does AI need new hardware - Are airline stocks in trouble? Companies discussed: Apple (AAPL), Delta (DAL), American Airlines (AAL), United (UAL). Host: Travis Hoium Guests: Lou Whiteman, Rachel
Oil Jumps & Stocks Drop – What’s Next?

Published: 03/03/2026 14:30:00
Oil Jumps & Stocks Drop - What's Next? Episode Details
The market is dropping and oil is up today as the Middle East continues to be on investors’ minds. But is this a panic the market will get over or the kind of action that will push the economy into recession? Travis Hoium, Lou Whiteman, and Matt Frankel discuss: - Rising oil prices and today’s market - Target’s ho hum business - Do insider buys really matter? Companies discussed: Target (TGT), SoFi (SOFI), Shift4 (FOUR), ServiceNow (NOW). Host: Travis Hoium Guests: Lou Whiteman, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are
NASA Doubles Down on the Moon

Published: 03/02/2026 14:30:00
NASA Doubles Down on the Moon Episode Details
The Motley Fool’s Hidden Gems team discusses some of its favorite investing principles, using Berkshire Hathaway as an example. After digging into Berkshire’s latest update, the team turns to discussing some of its favorite investing trends, which includes AI infrastructure spending and the modern space race. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Berkshire Hathaway’s leadership transition -Greg Abel’s first letter to shareholders -OpenAI’s historic funding round -NASA’s updated timeline for its Artemis missions Companies discussed: BRK.A, BRK.B, NVDA, AMZN, LMT, BA, NOC, LUNR, KTOS Host: Jon Quast Guests: Matt
Interview with IBM CFO Jim Kavanaugh

Published: 03/01/2026 10:00:00
Interview with IBM CFO Jim Kavanaugh Episode Details
AI, hybrid cloud, and quantum - three big shifts happening at IBM. Motley Fool co-founder Tom Gardner and Motley Fool contributor Matt Frankel recently talked with IBM CFO Jim Kavanaugh about the new IBM. Host: Tom Gardner, Matt Frankel Guest: Jim Kavanaugh Producer: Bart Shannon, Mac Greer 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
What Matters About Market History, and the Worldwide Bull Market

Published: 02/28/2026 10:00:00
What Matters About Market History, and the Worldwide Bull Market Episode Details
Investors believe that the stock market is the best path to long-term wealth, and the historical data backs them up. But how much does history matter in an ever-changing investing landscape, and which past trends are likely to persist? Robert Brokamp speaks with Ryan Detrick, the Chief Market Strategist at Carson Group and a regular source of insightful and fun stats about stocks.Also in this episode:-Markets all over the world are in a bull market, and a record number of stocks in the S&P 500 are outperforming the index-Mortgage rates drop
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

Published: 02/27/2026 14:45:00
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner Episode Details
Paramount has won the bidding war for Warner Bros. Discovery, but it was Netflix stock that soared on the news. We cover the latest in buyout news and give some ideas for more companies that should be on the block. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Paramount wins WBD - NVIDIA’s “disappointing” quarter - Earnings roundup - Joby and Uber - Stocks on our radar Companies discussed: Rocket Lab (RKLB), Mercadolibre (MELI), Netflix (NFLX), Warner Bros Discovery (WBD), NVIDIA (NVDA), Alphabet (GOOG, GOOGL), The Trade Desk (TTD), Snowflake
NVIDIA Posts Earnings. Wall Street Says “That’s It?”

Published: 02/26/2026 14:52:00
NVIDIA Posts Earnings. Wall Street Says "That's It?" Episode Details
NVIDIA has been the belle of the quarterly earnings ball for quite some time. Investors have been waiting to see how much NIVIDA beat earnings estimates. Even though earnings did beat expectations, the market reaction was “meh”. The gang breaks down NVIDIA’s earnings and investigates into some of the challenges for the future Tyler Crowe, Matt Frankel, and Jon Quast discuss: - NVIDIA’s earnings - The evolving landscape for CPUs and GPUs - The bull vs. bear look at MercadoLibre's earnings - The Trade Desk’s quarterly results Companies discussed: NVDA, AMD,
Who Pays for PayPal?

Published: 02/25/2026 14:45:00
Who Pays for PayPal? Episode Details
The market is buzzing with rumors of companies interested in buying Paypal. We look into whether there’s fire behind the smoke. We also cover earnings from Axon and Cava. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Potential buyers for PayPal - Axon earnings - Cava Earnings Companies discussed: PayPal (PYPL), Adyen, Axon (AXON), Cava (CAVA). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd, Kristi Waterworth Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not
Party Like it’s 2027

Published: 02/24/2026 14:30:00
Party Like it's 2027 Episode Details
Why does the shortest month of the year sometimes feel like the longest? Today on Motley Fool Money, Rick Munarriz and fellow analysts Jason Hall and Travis Hoium, dive into stocks that they are willing to give up our Fool card for. There’s also a look at how we think the percolating market matters of today will play out a year from now. They unpack: - Unlikely stocks that they are championing right now. - Potential buyout chatter for PayPal. - What comes next for the Warner Bros. Discovery romcom love
Disruption Stories: The 2 Stocks Our Analysts Think Could Be Most At Risk

Published: 02/23/2026 14:50:00
Disruption Stories: The 2 Stocks Our Analysts Think Could Be Most At Risk Episode Details
We look back at stories of companies that were disrupted -- Siebel Systems and Apple (NASDAQ: AAPL( -- to better understand how disruption emerges and whether history can be a guide for disruption during the AI paradigm shift. Asit Sharma, David Meier, and Tim Beyers discuss: - Disruption stories from history. - The three signs of disruption and why they matter now more than ever. - Two companies that may be at serious risk for disruption now and for the long term. Don’t wait! Be sure to get to your local
How to Spot Winning Innovation

Published: 02/22/2026 10:00:00
How to Spot Winning Innovation Episode Details
What’s the key to successful and enduring innovation? Motley Fool contributor Rachel Warren talks with innovation consultant Lorraine Marchand, author of No Fear, No Failure, about the "Five Cs" of innovation and how investors can distinguish between reckless risks and intelligent failure. Host: Rachel Warren Guest: Lorraine Marchand Producer: Bart Shannon, Mac Greer 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
Investment Accounts for Kids

Published: 02/21/2026 10:00:00
Investment Accounts for Kids Episode Details
One of the most powerful gifts you can give a child is a head start on building wealth. Plus, it gives you the opportunity to teach the next generation all about the ups and downs of investing – in real time. However, choosing the right account for a kid can be surprisingly complex. Robert Brokamp discusses the pros and cons of five of the most common options, including the new Trump accounts.Also in this episode:-International stocks are off to a stellar start in 2026, outperforming U.S. stocks by the biggest margin
Tariffs News & Markets in Chaos

Published: 02/20/2026 14:45:00
Tariffs News & Markets in Chaos Episode Details
President Trump’s tariffs have been overturned, throwing the market into even more chaos in 2026. We discuss our initial thoughts and go through Doordash’s results and what new technologies we think are game-changers long-term. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Trump tariffs, GLP data, and inflation - Walmart’s earnings - Doordash’s results - Real/Not Real - Stocks on our radar Companies discussed: Walmart (WMT), Tesla (TSLA), Doordash (DASH) Hims & Hers (HIMS), Lucid (LCID), Mobileye (MBLY), Alphabet (GOOG, GOOGL). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast Engineer:
Earnings, Earnings, and (You Guessed it) More Earnings

Published: 02/19/2026 14:30:00
Earnings, Earnings, and (You Guessed it) More Earnings Episode Details
Earnings results are flooding in from companies across numerous industries Some look great, some look ok, and some the market didn’t like one bit. Today, we break down earnings results from several consumer companies to see spending trends, the gang gets into a spirited back and forth about insurance company Lemonade, and we try to figure out what spooked the market about Klarna’s results. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Earnings results from Walmart, Booking Holdings, Etsy, and Ebay - Ebay’s acquisition of Etsy’s Depop business. - The
Warren Buffett’s Last Hurrah

Published: 02/18/2026 14:45:00
Warren Buffett's Last Hurrah Episode Details
We got the final filing of Berkshire Hathaway’s stock holdings this week and it once again showed Warren Buffett selling tech stocks to buy consumer goods companies. Then we discussed Netflix’s latest saga buying Warner Bros. Discovery and why homebuilders are building fewer homes. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Buffet’s final stock buys - Netflix gives Paramount one more shot - Homebuilder trends Companies discussed: Toll Brothers (TOL), Apple (AAPL), Netflix (NFLX), Warner Bros. Discovery (WBD). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd,
Three Stocks for a Tougher Economy

Published: 02/17/2026 14:30:00
Three Stocks for a Tougher Economy Episode Details
In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Sanmeet Deo and Dan Caplinger as each gives a stock pick they think can outperform in a “worst case” economic environment of rising inflation, lower-than-expected rate cuts, and slowing economic growth. - Dan argues that Dollar General can keep delivering value to consumers - Sanmeet introduces us to a company that is “fitting” into the mold - Emily wraps up with a pitch for a pest-control parent company Companies discussed: PLNT, DG, ROL Host: Emily Flippen, Dan
Are Unity and Zillow Resilient Brands?

Published: 02/16/2026 14:30:00
Are Unity and Zillow Resilient Brands? Episode Details
Why do companies with strong consumer appeal tend to outperform? The team breaks down the elements of a resilient brand and then uses that lends to discuss recent financial results from Unity Software (NYSEL U) and Zillow Group (NASDAQ: Z). Alicia Alfiere, Rick Munarriz, and Tim Beyers discuss: - The thinking behind David Gardner's fifth trait of a Rule Breaker: strong consumer appeal. - The world's most valuable brands and what makes the best brands resilient. - What fresh results from Unity Software and Zillow say about the resiliency of their
Thriving with Anxiety

Published: 02/15/2026 10:00:00
Thriving with Anxiety Episode Details
How can we harness our anxiety in everything from parenting to investing? Motley Fool analyst Jason Moser talks with psychologist Dr. David Rosmarin, author of Thriving with Anxiety: Nine Tools To Make Your Anxiety Work for You. Host: Jason Moser Guest: Dr. David Rosmarin Producer: Bart Shannon, Mac Greer 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,
A Couple’s Financial Manifesto, Revisited

Published: 02/14/2026 10:00:00
A Couple's Financial Manifesto, Revisited Episode Details
It’s Valentine’s Day, and there’s nothing more romantic than talking about money with your partner. Well, maybe not. But it is important because studies show that financial acrimony can lead to marital disharmony. Soon after they got married, Motley Fool Money host Robert Brokamp and his wife, Elizabeth, wrote what they called their financial manifesto – an agreement about how they’d manage money as a couple. Twenty-six years and four kids later, Robert and Elizabeth discuss what was in it, what worked, and what didn't.Also in this episode:-The dowdy Dow has
The Week's Growth Wasn’t Enough For Wall Street

Published: 02/13/2026 14:45:00
The Week's Growth Wasn't Enough For Wall Street Episode Details
We saw a rush of earnings reports this week and while results looked solid, stocks often cratered on fear of AI and disruption. We discuss our takeaways and where there may be value for investors. Then we discuss how a tiny company took a bite out of trucking and logistics stock this week, plus stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - The top earnings reports of the week. - Artificial intelligence coming for trucking stocks? - We debate: Value or falling knife? - Stocks on
Shopify’s Whiplash Day

Published: 02/12/2026 14:30:00
Shopify's Whiplash Day Episode Details
It looked like Shopify’s stock was headed for a great day when it reported earnings, only for the stock to give up all its gains and then some when management started talking on the conference call. The gang discusses why management’s comments had such a profound effect on the stock. Plus, a look at Moderna after the recent FDA approval and stocks on our radar Tyler Crowe, Matt Frankel, and Jon Quast discuss: - The market’s sharp reaction to Shopify’s earnings - e-commerce in the era of agentic commerce - The
Subscription Prices Are Going Up Again

Published: 02/11/2026 15:00:00
Subscription Prices Are Going Up Again Episode Details
Subscription prices are going up across the board and that may be the norm for the foreseeable future. Then we discuss the state of retail spending and why Unity’s stock dropped 30% on fear AI will disrupt the company. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Spotify and subscription price increases - Retail sales - Unity’s 30% haircut Companies discussed: Spotify (SPOT), Netflix (NFLX), Disney (DIS), Unity (U). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd, Kristi Waterworth Disclosure: Advertisements are sponsored content and provided for
Rule Breaker Earnings Roundup

Published: 02/10/2026 14:30:00
Rule Breaker Earnings Roundup Episode Details
In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Toby Bordelon to break down earnings from three of the most volatile Rule-Breaking stocks out there. They discuss: - How Spotify continues to convert free to paid users, and how monetization efforts are evolving in a more cost-conscious environment - Whether or not DataDog’s usage-based business model is under threat as software companies see pullbacks across the board - Ferrari’s attempt to reassure investors that it has growth left in it, even as its
AI Capex Is Off the Charts: Who Stands to Lose?

Published: 02/09/2026 14:30:00
AI Capex Is Off the Charts: Who Stands to Lose? Episode Details
Big Tech spending on equipment and AI appears to be close to $400 billion over the four quarters alone. Are there losers outside the free-spending tech titans? Jason Hall and Travis Hoium join Tim Beyers to talk through the numbers and name two that may be at risk. Jason Hall, Travis Hoium, and Tim Beyers discuss: - Fallout from quarterly reports from Kyndryl (KD) and monday..com (MNDY) and what may be next for both. - Why the capex spending won't slow anytime soon. - Whether the debt-fueled growth at CoreWeave (CRWV)
