Microsoft Related Podcasts

Invest Like the Best with Patrick O'Shaughnessy

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Ray Ozzie - The Future of Intelligent Machines - [Invest Like the Best, EP.391]

My guest today is Ray Ozzie, one of the great technologists, software developers, and entrepreneurs of our time. Ray is perhaps best known as the creator of Lotus Notes, a collaboration tool that revolutionized business communication in the 1990s. He later succeeded Bill Gates as Chief Software Architect at Microsoft, where he played a key part in the development of Azure, Microsoft's cloud computing platform.Ray's work has earned him numerous accolades, including induction into the Computer History Museum Hall of Fellows and the National Academy of Engineering. Throughout his career, Ray has been at the forefront of technology innovation and...

Jeff Green - Modernizing Advertising - [Invest Like the Best, EP.315]

My guest today is Jeff Green, the CEO and co-founder of advertising platform, The Trade Desk. The Trade Desk is the second advertising exchange Jeff has built, having sold his first venue to Microsoft in 2007. He started The Trade Desk in 2009 and has built it into a $30 billion public business. In our discussion, we talk about the parallels between The Trade Desk and an equity exchange, why Jeff chose to align with ad buyers not sellers, and how he shapes the culture of his firm. Please enjoy my conversation with Jeff Green. For the full show notes,...

Alexandr Wang - A Primer on AI - [Invest Like the Best, EP. 272]

My guest today is Alexandr Wang, the CEO and founder of Scale AI. Alexandr founded Scale in 2016, having been inspired to accelerate the development of AI through his work at Quora and his studies at MIT. Specifically, Alexandr realized there was a lack of infrastructure solutions for producing high quality data, the lifeblood for AI models. Today, Scale provides data solutions to leading AI teams at Meta, Microsoft, OpenAI, Flexport, the US Air Force, and many others. This time last year, the business was valued at over $7 billion. Our conversation is a primer on AI. We discuss the...

Justin Singer - How Regulation Unlocks Opportunity - [Founders Field Guide, EP.2]

My guest today is Justin Singer, the founder and CEO of Caliper Foods and Stillwater Brands, two leading companies in the cannabis industry. We start our conversation with a fascinating discussion on how regulation creates or destroys business and investing opportunities, and then go on to discuss the ins and outs of the cannabis industry in detail. Youll be able to tell quickly how high-quality Justin is as a thinker and operator, and youll learn a ton about this nascent business. Please enjoy our conversation. This episode is brought to you byMicrosoft for Startups. Microsoft for Startups is a global...

Charlie Songhurst Lessons from Investing in 483 Companies - [Invest Like the Best, EP.181]

My guest this week is Charlie Songhurst, the former head of strategy at Microsoft and a prolific investor, having personally invested in nearly 500 companies throughout his career. I met Charlie at an event hosted in New York and you can tell within one minute of meeting him that his mind is sparkling with ideas and curiosity. Its no wonder hes been among the most commonly requested guests when I asked several top investors and CEOs who I should have on the show. We discuss the lessons hes learned about business, investing, and people from such a large sample size...

Tren Griffin Pulling the Thread - [Invest Like the Best, EP.87]

My guest this week is a bundle of curiosity, and that is one of the nicest things I could say about someone. For several years, Tren Griffin has been writing a weekly blog post that highlights things he has learned from various investors, businesspeople, musicians, comedians, and more. Lately, he has also been tackling individual businesses, and broad topics like scaling, competitive forces, and product market fit. Trens full time job is serving as a director at Microsoft. Hes also worked with or for several well know businesspeople and investors like Craig McCaw, and written several books including one on...

Motley Fool Money

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Toy Story 5 Reaches For the Sky

The Hidden Gems investing team dissects the big weekend for Toy Story 5 and which stocks could be winners with a resurgent box office. From there Jon, Matt, and Rachel look at how natural gas is poised to power data centers before ending on a listeners question regarding value investing and how things have changed since Warren Buffett got his start.Jon Quast, Matt Frankel, and Rachel Warren discuss:-Toy Story 5s $160 million opening weekend-Hidden winners with growing box office sales-Microsofts deal with Chevron to power a Texas data center-Why natural gas is increasingly a consideration-How value investing has changed over...

Its SpaceX IPO Day!

SpaceX is officially public and we explain not only why that matters, but also how it may benefit companies like Alphabet long-term. We also explore whats wrong at Adobe, why Apple has become boring, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - SpaceX IPO - Who Will Sell SpaceX Stock? - Whats Wrong At Adobe? - Either or Neither - Is Apple All Right - Stocks On Our Radar Companies discussed: SpaceX (SPCX), Microsoft (MSFT), Alphabet (GOOG), FormFactor (FORM), Caseys General Stores (CASY), Target (TGT), Walmart (WMT), Microsoft (MSFT), Adobe (ADBE), Intuit (INTU),...

Alphabets $80 Billion Flex

Alphabet is raising over $80 billion to help its AI buildout, assisted by Berkshire Hathaway. We discuss what that says about the ROI of AI today and how balance sheets play into the equation. Then we discuss the AI supplier hype and why Bitcoin might have a tough year ahead. Travis Hoium, Lou Whiteman, and Tyler Crowe discuss: - Alphabets $80 billion flex - AI supplier whack a mole - Bitcoins Michael Saylor problem Companies discussed: Alphabet (GOOG, GOOGL), Berkshire Hathaway (BRKA, BRKB), Micron (MU), Amazon (AMZN), Microsoft (MSFT), Bitcoin (BTC), Strategy (MSTR), Dell (DELL), Hewlett Packard Enterprise (HPE). Host:...

Time To Diversify Internationally?

Its a deep dive into the Hidden Gems Investing mailbag as Jon, Matt, and Rachel handle questions regarding international diversification, stocks that have lost momentum, and the changing cybersecurity landscape due to AI. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Magnificent 7 stocks vs international diversification -How to diversify into Japan and India -Stocks that have lost momentum: MercadoLibre and SoFi -The threat to SentinelOne from Anthropics Mythos Companies discussed: Apple (APPL), Amazon (AMZN), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOG)(GOOGL), General Motors (GM), Berkshire Hathaway (BRK.A)(BRK.B), Realty Income (O), Digital Realty (DLR), Pinterest (PINS), Walt Disney (DIS), Toyota...

Hyperscalers Are Going Into Hyperdrive

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 theyre spending nearly $1 trillion per year on the technology, but will it pay off? Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Big techs 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 Platforms (META). Host: Travis Hoium Guests: Lou Whiteman, Jon...

Mag 7, Markets, and Mailbag with CEO Tom Gardner

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 Metas earnings report - What matters most about AI infrastructure spending - Rising costs for the hyperscalers: fear or opportunity? - Making sense of the lowest consumer sentiment readings of all...

A New Chapter in AIs Most Powerful Partnership

Jon Quast, Matt Frankel, and Rachel Warren discuss: -Financial results from Dominos 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: Dominos 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 and its affiliates (collectively, TMF) do not endorse, recommend,...

A $2 Trillion IPO & the Space Economy

Oil has soared to $110 per barrel, but hasnt 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 - SpaceXs $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), Workday (WDAY), Disney (DIS), Nike (NKE), McCormick (MKC) York...

How We Invest In a Falling Market

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- Energys 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 WhitemanEngineer: Dan BoydDisclosure: Advertisements are sponsored content and provided...

OpenAIs Strategy Shift Ahead of IPO

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:- OpenAIs strategy shift- Microsofts 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 (collectively, TMF) do not endorse, recommend, or verify the...

Big Techs $650 Billion Bet on AI

Whats a few hundred billion dollars in capex spending among friends? When it comes to big tech, the numbers have gotten astronomical and theres both enthusiasm and fear about this much spending, so we try to make sense of whats going on. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Big techs $650 billion bet on AI - This weeks SaaS-pocalypse - We play Gold, Silver, and Bronze - Stocks on our radar Companies discussed: Amazon (AMZN), Alphabet (GOOG, GOOGL), Microsoft (MSFT), Meta Platforms (META), Coupang (CPNG), Cava (CAVA), Chipotle (CMG), Starbucks (SBUX), Portillos (PTLO), Texas Roadhouse (TXRH), Markel...

Teslas Daring Move

For several years, Tesla has been straddling the fence between an electric vehicle manufacturer and its ambition to pursue autonomous driving and humanoid robots. This most recent quarterly report looks like the sign that the company has picked a side. Plus, the ups and downs of Metas and Microsofts earnings. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Teslas earnings - Elon Musks announcement that Tesla will discontinue production of the Model S and X. - Metas massive capital spending plan - Microsofts future getting closely tied to OpenAI - Stocks on our radar Companies discussed: TSLA, META, MSFT,...

It's the Big Tech Earnings Game! AAPL, META, MSFT

Big Tech earnings are baaaaack. Apple (NASDAQ: AAPL), Meta (NASDAQ: META), and Microsoft (NASDAQ: MSFT) report earnings this week. Will they beat, raise, or miss the Street's targets? Hosts discuss + 3 bullet points of topics: Rick Munarriz and Sanmeet Deo:- Discuss Big Tech spending plans for 2026.- Review analyst expectations for AAPL, META, and MSFT.- Play a game of "beat, raise, or miss" and offer some other predictions.Dont wait! Be sure to get to your local bookstore and pick up a copy of Davids Gardners new book Rule Breaker Investing: How to Pick the Best Stocks of the Future...

FSDs Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

Teslas robotaxis are finally driving without a safety driver in the front seat (they are reportedly in a chase car) and we discussed the future business models for Tesla. Then, we covered Greg Abel making a mark on Berkshire Hathaway, Apples chatbot, and 24/7 trading. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - FSD is herekind of - Greg Abel cleans house - Apples Siri chatbot - NYSE tokenizing stocks Companies discussed: Tesla (TSLA), Disney (DIS), Microsoft (MSFT), Berkshire (BRK), Spotify (SPOT), Sysco (SYY), Rocket Lab (RKLB), Elf Beauty (ELF), Intercontinental Exchange (ICE), Apple (AAPL). Host: Travis Hoium Guests:...

Big Tech Breaks the Bank for AI

Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play Trick or Treat and discuss the stocks on our radar. Travis Hoium, Lou Whiteman, and Asit Sharma discuss: - Alphabets big cloud quarter - Metas AI questions - Amazon and AWS growth - Netflixs surprising stock split Companies discussed: Nike (NKE), On Holding (ONON), Alphabet (GOOG), Meta (META), Netflix (NFLX), Coinbase (COIN), Microsoft (MSFT), Chipotle (CMG). Host: Travis Hoium Guests: Lou Whiteman, Asit Sharma Engineer: Dan...

Alphabet Soars While Meta Sinks

2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far, the market has responded well to these announcements. Except today when Meta announced the most ambitious AI capital spending plan of the Magnificent 7 companies and the market blinked. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Metas ambitious spending plan sending the stock down -Microsofts and Alphabets earnings and outlook getting mixed reviews -One year without Brian Niccol at Chipotle -One year with Brian Niccol...

Microsoft Gets $135 Billion OpenAI Stake

Microsoft has agreed to a deal that will allow OpenAI to become a for-profit company, likely paving the way for an IPO. The tech giants stake will be worth $135 billion and comes with another $250 billion in cloud computing revenue. We also discuss recent jobs news and the future of AI in transportation and medicine. Travis Hoium, Lou Whitemand, and Rachel Warren discuss: - Microsofts $135 billion OpenAI stake - Rolling layoffs in Corporate America - NVIDIAs deals in robotics, aviation, and medicine Companies discussed: Microsoft (MSFT), Amazon (AMZN), Target (TGT), NVIDIA (NVDA), UPS (UPS). Host: Travis Hoium Guests:...

Nano Banana Steals the Spotlight From NVIDIA

Can NVIDIAs recent earnings continue to bolster the market? Or maybe Nano Banana is the savior of AI? Travis Hoium, Jon Quast, and Dan Caplinger discuss: - NVIDIAs earnings- Nano Banana from Google Gemini- Spotify gets social- Dollar General show momentum in retail. Companies discussed: NVIDIA (NVDA), Alphabet (GOOG), Microsoft (MSFT), Meta Platforms (META), Dollar General (DG), Dollarama (DOL), Spotify (SPOT). Host: Travis HoiumGuests: Jon Quast, Dan CaplingerEngineer: Bart Shannon 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...

Autonomous Vehicles Hit an Inflection Point & GPT-5 Is Here

Autonomous vehicles hit an inflection point, GPT-5 is here, and The Trade Desk drops 38%, plus the stocks on our radar. Companies discussed:.Alphabet (GOOG), Microsoft (MSFT), The Trade Desk (TTD), Hims & Hers (HIMS), Crocs (CROX), Shift4 (FOUR), Palantir (PTLR), Axon (AXON), Figma (FIG), Reddit (RDDT), Universal Display (OLED), Montrols Environmental (MEG). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast 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 accuracy or completeness of the statements made within advertisements. TMF is...

The Feds Inflation Conundrum & an AI Billionaire Battle Royale

The Feds Inflation Conundrum & an AI Billionaire Battle RoyaleThe Fed kept rates flat this week, Apple and Amazon reported earnings, and we have the biggest names in AI battle it out for supremacy.Travis Hoium, Lou Whiteman, and Jason Moser discuss:- The Feds decision to hold rates steady- Apple and Amazon earnings- AI billionaire battle royale- Stocks on our radarCompanies discussed: Alphabet (GOOG, GOOGL), Apple (AAPL), Alphabet (GOOG, GOOGL), Cloudflare (NET), PayPal (PYPL), Microsoft (MSFT).Host: Travis HoiumGuests: Lou Whiteman, Jason MoserEngineer: Bart Shannon, Adam LandfairAdvertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates...

Tariffs and Trade Wars Cant Slow Big Techs Momentum

The Federal Reserve holds rates steady for now, but an ever-evolving trade and tariff picture raises questions about for how long. Also, Meta Platforms and Microsoft earnings suggest no slowdown in AI spending. Lou Whiteman, Rachel Warren, and Jon Quast discuss: - The Federal Reserves decision to keep rates steady - A shift in smartphone production - Microsoft and Meta Platforms commit to continued elevated capex spending - Who will be the next $4 trillion company? Companies discussed: Meta Platforms (META), Apple (AAPL), Microsoft (MSFT), Nvidia (NVDA) Host: Rachel Warren Guests: Lou Whiteman, Jon Quast Engineer: Bart Shannon Advertisements are...

Taking the Market's Weight

The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing. Jason Moser and Asit Sharma join Ricky Mulvey to discuss: - If the U.S. economy is sliding into a recession. - Earnings from Amazon, Meta, Microsoft, and Apple. - If investors should mind 20% of the S&P 500s market cap being tied to four companies. Then (19:11) Motley Fool Contributor Rick Munnariz joins Mary Long to discuss Universal Studios new park, Epic Universe, and the state of the travel industry. (32:17) Asit and Jason break down two radar stocks: Twilio...

The Best Company in Big Tech?

Microsoft just got the market focused on business results again. (00:21) Nick Sciple and Dylan Lewis discuss: - Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud. - Metas advertising present and AI future. - Why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks. (17:33) Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav the man tasked with leading the media conglomerate into the future. Companies discussed: MSFT, META, AAPL,...

Whats Cooking at Toast

and why the stock is nowhere near fully valued. (00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsofts latest development in quantum computing. Then, (18:00), Kirsten Guerra joins Mary to check in on Roblox, how it stacks up against other gaming companies, and why the platforms young user base concerns some investors. Companies discussed: TOST, MSFT, RBLX, META, SNAP Host: Mary Long Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The Infrastructure Behind the AI Revolution

If youve got a network that cant go down, you call Arista Networks, a company building the infrastructure for the AI revolution. (00:21) David Meier and Ricky Mulvey discuss: - Why Microsoft and Meta rely on Arista Networks. - How Arista CEO, Jayshree Ullal, is managing Wall Street expectations. - The downfall of dating app Bumble. Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters. Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB Host: Ricky Mulvey Guests: David Meier, Anthony Schiavone Engineers: Dan Boyd, Rick Engdahl...

DeepSeek Disrupts, Big Tech Responds

The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending. (00:44) Jason Moser and Asit Sharma discuss: - The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans. - Apples continued struggles to find growth with the iPhone and its China business. (19:03) The earnings rundown continues! - Tesla finishes a flat year, but has big futurey plans for 2025 and 2026. - Starbucks first quarter under Brian Niccol looks a...

The Hyperscalers Are Hyper-Spending

Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment? (00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss: - Whether the DeepSeek story changes how investors should view off-the-walls AI spending. - The future of Reality Labs. - Microsofts $13B-and-growing AI business. - Why fungible fleet is a potentially ominous phrase for Sam Altman Companies discussed: META, MSFT, NVDA Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices....

DeepSeek and AIs Efficiency Era

The tech battle between China and the U.S. is heating up one player just showed the world that Ai can be done well with a lot less. (00:14) Tim Beyers and Dylan Lewis discuss: - The Chinese app that is shaking up the AI landscape DeepSeek and how its leaner, less resource-intensive approach will affect artificial intelligence technology. - Why software prowess and efficiency will be the major themes for AI in 2025. - What to focus on when the affected big tech companies Apple, Microsoft, Meta, ASML report earnings this week. (19:15) Senior Fool Analyst David Meier, interviews John...

OpenAIs Magic Number? $100B

Money is the major milestone for how OpenAI and Microsoft are thinking about the holy grail of artificial intelligence AGI. (00:45) Asit Sharma and Bill Mann discuss: - Microsoft and OpenAIs odd definition of artificial general intelligence (AGI) and Metas push into AI Influencers for Instagram. - One of the tastier parts of President Jimmy Carters legacy, and the potential ripple effects of surgeon generals warning about alcohol consumption. - A few words of caution for fintech and investing in the U.S. in 2025. (19:03) New year, new gameplan? Motley Fool CEO Tom Gardner walks Motley Fool members through his...

Big Tech's AI Spending Spree

Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. Theyll get some of that back in generative AI cloud workloads, but theyve got a ways to go. (00:42) Bill Mann and Matt Argersinger discuss: - How AI demand is refueling cloud growth at Amazon and Alphabet, but why theres still some reason to be concerned about the sustainability of that spend. - Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach. - Reddits first-ever quarterly profit, Atlassian getting its mojo back, and...

Activision Blizzard: What Microsoft Got for $69 Billion

Last year, Microsoft closed its takeover of Activision Blizzard, the maker of Warcraft, Call of Duty, and Candy Crush. In the months that followed, interest rates rose, expectations changed, and Microsoft Gaming eliminated 8% of its workforce. Jason Schreier is the author of Play Nice: The Rise, Fall, and Future of Blizzard Entertainment and a reporter at Bloomberg. Schreier joined Ricky Mulvey for a conversation about: - The magic that made Blizzard Entertainment. - The state of the video game industry. - Why Grand Theft Auto VI is taking so long to develop. Companies discussed: MSFT, TTWO, OTC: NTDOY Host:...

Signs Intels Foundry is Heating Up

Intel investors have been looking for signs of life with its foundry business a couple billion dollars in deals and its new independent subsidiary status might help. (00:21) Tim Beyers and Dylan Lewis discuss: - Intels three focuses for turning it around: its Foundry business, AI strategy, and cost structure. - The real reason Amazon might be pushing workers to return to office five days a week, and why Andy Jassy is looking to reduce bureaucracy. - Microsofts new buyback authorization and dividend hike and it marches on the path to being a Dividend Aristocrat. (18:20) Alison Southwick and Robert...

Big Tech Bets on Overinvesting

Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isnt sold on that spend yet. (00:21) Ron Gross and Matt Argersinger discuss: - Why recent job numbers dramatically boosted the likelihood of a rate cut in 2024. - Intels dividend cut, and what history has to say about companies that stop payments to shareholders. - Why Apple and Meta are holding up well during a tough earnings season for big tech. - Amazon, Microsoft, and Alphabets combined $45B in capital expenditures...

Heres Your Unicorn Drink. Now Get Out.

Is efficiency everything? Starbucks certainly seems to think so. (00:21) Bill Mann and Mary Long discuss Microsofts AI timeline and what experience means at the worlds largest coffee chain. Then, (15:10) Bloomberg media reporter Hannah Miller joins for a conversation on what the Paris Olympics mean for Peacock. Companies mentioned: MSFT, SBUX, LCKNY, CMCSA, NLFX, AMZN, DIS, WBD Host: Mary Long Guests: Bill Mann, Hannah Miller Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Amazon Up, Walgreens, Nike & McPlant Down

Amazon joins the likes of Microsoft, Apple, Nvidia and Alphabet above $2T. Who is least likely to stay there? (00:21) Jason Moser and Bill Mann discuss: - Tips for playing the long game with the 2024 election cycle ramping up - Amazon joining the $2T club, and which member is most likely to experience a big fall. - Disappointing earnings for Walgreens and Nike, while McCormick keeps business zesty. (19:11) Author Nicola Twilley talks about her new book Frostbite, the development of modern refrigeration, and what its evolution can teach us about the development of other technologies today. (31:22) Jason...

Millions, Billions, Trillions for Nvidia

Nvidias been on such a tear, its tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is. (:21) Ron Gross and Bill Mann discuss: - How Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the markets returns are being driven by a few companies. - An luxury-fashion IPO that wasnt in Italy. - AI pushing Accenture through a slowdown in its core business and how Dardens Restaurant chains are holding up as pricing comes into focus...

Oracle and the AI Boom

Is the software giant still a growth company? (00:21) Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy. Plus, (18:10) Mary Long and Motley Fool analyst Anthony Schiavone look at Hersheys near-term headwinds and long-term opportunity for investors. Companies discussed: ORCL, MSFT, DOCN, HSY Article discussed: https://www.wsj.com/tech/ai/microsoft-nadella-openai-inflection-9727e77a?mod=hp_lead_pos7 Host: Ricky Mulvey Guests: Tim Beyers, Mary Long, Anthony Schiavone Engineers: Tim Sparks, Austin Morgan Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically...

The Big Three Drive All-Time Highs

If you own an S&P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple. (00:21) Asit Sharma and Ricky Mulvey discuss why big tech is driving the market, earnings from Lululemon, and mindset advice for new investors. Plus, (17:05) Mary Long interviews Tom Steyer, author of Cheaper, Faster, Better: How Well Win the Climate War about advancements in green tech. Companies discussed: AAPL, NVDA, MSFT, LULU, CAVA, CRM Host: Ricky Mulvey Guests: Asit Sharma, Mary Long, Tom Steyer Engineers: Dan Boyd, Tim Sparks Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account...

More AI = More Cyberthreats

The number of data compromises last year increased by 78% from just 2022, according to the 2023 Annual Data Breach Report. One primary reason for this increase? Artificial intelligence. This Week in Tech co-hosts Tim Beyers and Tim White discuss the rise of cyber threats, and what it means for companies like Microsoft, Crowdstrike, and Zscaler. They also discuss how these breaches work, and what you can do to protect yourself and your family. Members of any Motley Fool Service can watch This Week in Tech at 10:00 am ET on Fridays, or any time at the Fool Live replay...

Everything at Highs: Tech, Rates, Gold and Cocoa

Conventional theory says stocks, debt, and hedges shouldnt all be at highs at the same time what does it mean for investors? (00:21) Emily Flippen and Matt Argersinger discuss: - The latest inflation numbers and whether the Fed will actually cut rates in 2024. - The oddity of stocks, interest rates, and alternative hedges like commodities all being up at the same time. - Amazon CEO Andy Jassys annual letter, and why Amazon, Meta, and Microsoft are all doing what they can to reduce reliance on Nvidia in AI. . (19:11) Motley Fool Moneys Deidre Woollard talks with Barbara Kellerman...

Charles Duhigg on Supercommunicators

What happens when a group of hedge fund managers share the last time they cried? Charles Duhigg is a Pulitzer prize-winning reporter and a best-selling author. His latest book is Supercommunicators: How to Unlock the Secret Language of Connection. Mary Long caught up with Duhigg for a conversations about: - The habits of Supercommunicators. - How Boeing and Netflix navigated communications crises. - An under-the-radar figure running the technical side of Microsoft. Host: Mary Long Guest: Charles Duhigg Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Big Tech: AI, Devices, and Dividends

A big week of debuts in tech Apples Vision Pro hits shelves and Meta unveils a new plan for its cash. (00:21) Bill Mann and Jason Moser discuss: - Apples Vision Pro, Metas new dividend, and how the cloud keeps performing for Microsoft and Amazon. - Why New York Community Banks woes dont signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China. (19:11) Will Lansing, CEO of FICO, talks through his teams management philosophy, why investors should focus on more than just the companys scoring business, and the way AI and buy-now-pay-later are...

Finding AI in Big Tech Earnings

Microsoft continues to live up to its top dog status in its latest report thanks to its cloud segment, and the market is less convinced Alphabet has fully caught up. (00:21) Asit Sharma and Dylan Lewis discuss: - Where AI developments are showing up in Microsofts financials. - The concerns over Alphabets ad segment, even as it posts a return to growth. - How the market is grading big tech companies this earnings season. (14:12) Is scanning social media a part of your investment research? Chris Camillo, co-host of "Dumb Money Live" on YouTube, Motley Fool Senior Analyst Sanmeet Deo...

Microsofts Reminder: Dont Sleep on Giants

Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead. (00:21) Bill Mann and Andy Cross discuss: - Microsoft crossing $3T and surpassing Apple as the largest publicly traded company. - Alibabas co-founders buying up $200M shares, and the state of investing in China. - Teslas tough, but predictable quarter, big subscriber growth from Netflix, and why IBM is a sneaky AI play. (19:11) Motley Fool Moneys...

Geek Out!

The rules of business are changing. And those rules are being written by some unlikely characters. Andrew McAfee is a Principal Research Scientist at the MIT Sloan School of Management and author of a number of books, including The Geek Way. Mary Long caught up with McAfee to discuss how culture shapes companies and brings about impressive returns along the way. They discuss: The power of geekiness How Satya Nadella turned Microsoft around And why Amazon *wants* to see billion-dollar failures. Tickers discussed: AMZN, MSFT, AAPL, GOOG, META Host: Mary Long Guest: Andrew McAfee Producer: Ricky Mulvey Engineers: Dan Boyd,...

Is This The Beginning Or The End Of OpenAI?

With the dust still not settled, what could be next for Microsoft and OpenAI? (00:13) Bill Barker and Deidre Woollard discuss: - Winners and losers in the OpenAI schism. - If anything will slow the pace of AI. - What former Cruise CEO Kyle Vogt might do next. (17:55)Ryan Severino, chief economist at BentalGreenOak, part of the alternative assets business at Sun Life, talks with Deidre Woollard about the latest in commercial real estate. Companies discussed: MSFT, NVDA, GM, GOOG, GOOGL Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Host: Deidre Woollard Guests: Bill Barker, Ryan Severino Producer: Mary Long Engineers:...

Softness Ahead for Ads and Consumer Spend?

Big tech is still benefiting from the push into the cloud, but digital advertising might be slowing down a bit. Earnings from the credit card companies help explain why. (00:21) Emily Flippen and Jason Moser discuss: - Big tech earnings trends in cloud spend for Amazon, Microsoft, and Alphabet, and what ad market softness might mean for Meta. - Visa and Mastercard earnings, and why consumer spend might lighten up a bit in Q4. - Spotifys fantastic past twelve months and what investors should think now. (19:11) Motley Fool co-Founder and CEO Tom Gardner caught up with Michael Lewis at...

One of these Clouds Is Not Like the Other

Alphabet shed $100 billion in market value as it ceded some ground in the cloud competition. (00:21) Ricky Mulvey and Nick Sciple discuss: - Microsofts quarter and focus on Copilot. - If Bing can become more of a competitor to Google search. - Alphabets investments in self-driving technology. - The anti-trust suit hanging over Alphabet. Plus, (14:58) Deidre Woollard interviews Vincent Stanley, Patagonias Director of Philosophy, about companies that are doing work to help the planet. Companies discussed: MSFT, GOOG, GOOGL, WMT, UL, DANOY, SSU Hosts: Ricky Mulvey, Deidre Woollard Guests: Nick Sciple, Vincent Stanley Producer: Mary Long Engineers: Dan...

Microsoft Closes Activision Deal

Nearly two years after the initial announcement, Microsoft has completed the largest deal in tech history. (00:21) Ricky Mulvey and Asit Sharma discuss:- What got Microsoft across the finish line for its acquisition of Activision Blizzard.- An unexpected winner in the deal.- The latest memo from Howard Marks, Further Thoughts on Sea Change.- The case for credit investing, and a bond fund yielding 9%.Plus, (15:04) Robert Brokamp and Alison Southwick answer listener questions about money market funds, 401(k) rollovers, and automated investing.Companies/Funds mentioned: MSFT, LULU, USHYHosts: Ricky Mulvey, Alison Southwick Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl...

Google, DOJ, and Default Inertia

The DOJs anti-trust suit against Google is far from over, but details are emerging that show even the search giant knew the optics of their search default deal with Apple werent great. (00:21) Tim Beyers and Dylan Lewis discuss: - How the DOJ is charging Google cemented itself as the search leader with exclusive deals with Apple. - Just how lucrative those deals were for Apple. - The similarities with this case and the governments anti-trust case against Microsoft in the 1990s. (14:46) Mary Long caught up with Motley Fool analyst Sanmeet Deo for a chat about airport security stock...

Microsoft and Alphabets Cash Stacks

Microsofts cash flow is astounding, and Alphabets CFO moves to a pretty cool position CIO with a big check book. (00:13) Tim Beyers and Dylan Lewis discuss: - Microsofts strong cloud business, and why the stocks selloff on guidance is misguided - The slow roll of AI and how investors need to be patient with new tech efforts. - Why Alphabet may have more good days ahead of it when the advertising market rebounds. - The legacy of Alphabet CFO Ruth Porat (16:14) Match group and Bumble have millions of paid users... but how many of those daters are sticking...

Schwab Is Not SVB

When Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient. (00:21) Ricky Mulvey and Asit Sharma discuss: - Schwabs cash sorting problem. - Takeaways from bank earnings. - A deadline for the Microsoft/Activision deal whooshing by. (11:21) Robert Brokamp answers listener questions about 529 plans, target-date funds, and investing in a 401(k). Companies discussed: SCHW, MS, PNC, BAC, MSFT, ATVI Pullback report: www.fool.com/pullback Got a question for the show? Email us at podcasts at fool dot com. Host: Ricky Mulvey Guests: Asit Sharma,...

One Step Closer to a $69B Deal

The FTC failed to prove the Microsoft/Activision Blizzard deal would substantially lessen competition, which means blockbuster acquisition might come together before next weeks deadline. (00:21) Bill Mann and Dylan Lewis discuss: - Why the FTCs attempt to block the Microsoft/Activision Blizzard deal failed. - The concessions Microsoft is making to make the deal happen. - How were seeing a similar response to regulatory interest in Broadcoms planned acquisition. (14:09) Is it the end of an era for superheros? Mary Long caught up with Catie Peiper to discuss trends in entertainment and Mattel's big bet on Barbie. Companies discussed: MSFT, ATVI,...

Deal or No Deal?

Regulators are taking a hard look at acquisitions for Adobe, MIcrosoft, and Amazon. And that might be a good thing for Adobe and Activision shareholders. (00:21) Emily Flippen and Matt Argersinger discuss: - Why more rate hikes are on the way. - How housings impact on inflation probably wont slow down any time soon. - Why Activision and Adobe shareholders might not want their companys proposed acquisitions to go through. (19:11) Deidre Woollard spoke with Atif Qadir, the founder of proptech company Commonplace, about how issues at regional banks affect real estate, and whether empty office space can really be...

Game over for GameStops CEO

GameStops CEO is out and Spotify is shaking up its podcast strategy. (00:20) Deidre Woollard and Bill Barker discuss: - Why the market isnt quite certain about Ryan Cohens new role at GameStop. - If GameStop can move beyond meme status and find new growth. - Spotifys layoffs and what it signals about its strategic shift. (11:40) Asit Sharma talks to former Snowflake CEO Bob Muglia on his new book The Datapreneurs, what Microsoft got wrong about the internet, and where AI could take us next. Companies discussed: MSFT, GME, SPOT, SNOW Host: Deidre Woollard Guests: Bill Barker, Asit Sharma,...

Nvidia Booms

The graphics processing maker became $200 billion more valuable in a single day. (00:21) Jim Gillies and Ricky Mulvey discuss: - Nvidias blockbuster quarter and valuation questions to consider. - The history of tech cycles and lessons for investors. - If Best Buy needs sales growth to reward shareholders. Plus, (16:21) Tim Beyers and Meilin Quinn interview Digital Ocean CEO Yancey Spruill about how the cloud service provider differentiates itself from competitors like Microsoft and Amazon. Companies discussed: NVDA, BBY, QCOM, CSCO, INTC, MSFT, DOCN, AMZN Host: Ricky Mulvey Guests: Jim Gillies, Yancey Spruill, Meilin Quinn, Tim Beyers Engineers: Dan...

Time To Buy Golf Stocks?

Sometimes you need to stop thinking, let things happen, and be the ball. (00:21) Jason Moser discusses: - EU regulators approving Microsoft's deal to buy Activision Blizzard (but investors being skeptical) - Peloton recalling more than 2 million exercise bikes - Why he's keeping a close eye on Home Depot's earnings report on Tuesday (13:00) Nick Sciple joins Jason to discuss the business of golf and analyze two publicly-traded golf companies. Companies discussed: MSFT, ATVI, SONY, PTON, HD, WMT, TJX, TGT, MODG, GOLF Host: Chris Hill Guests: Jason Moser, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn...

Big Tech, Big Payments, Big Burrito

A huge week for earnings reveals a theme for investors: bigger is better (0:21) Matt Argersinger and Jason Moser discuss: - Amazon's 1st-quarter revenue impressed but questions remain about AWS - Alphabet's $70 billion share buyback plan (and 1st-quarter results) - Visa and Mastercard beating Wall Street's expectations and providing insight into consumer spending - The latest from Microsoft, Meta Platforms, and Chipotle (19:11) Motley Fool senior analyst Tim Beyers talks with Jay Chaudhry, CEO of the cloud cybersecurity company Zscaler, about "zero trust" security, under-the-radar threats, and Zscaler's growing opportunity in federal government contracting. (31:17) Matt and Jason share...

Microsoft-Activision Deal Blocked. Now What?

How hard will Microsoft and Activision-Blizzard fight to appeal the decision by UK regulators? (00:21) Bill Barker discusses: - Microsoft's strong 3rd-quarter results being overshadowed - The $3 billion breakup fee Microsoft is now likely to have to pay - Chipotle shares hitting a new all-time high after 1st-quarter profits were much higher than Wall Street was expecting (15:48) As businesses look to cut costs, what does that mean for cloud spending? Tim Beyers and Tim White take a closer look at Amazon Web Services. Companies discussed: MSFT, ATVI, SONY, NTDOY, CMG, AMZN, DDOG, ORCL, IBM Host: Chris Hill Guests:...

The (Wall Street) Hits Keep On Coming

It was another big week of earnings results (and surprises). (0:21) Jason Moser and Ron Gross discuss: - Shopify's guidance outweighing its results - Airbnb nearly doubling profit expectations - Record revenue for The Trade Desk - Shares of Roku popping more than 25% - The latest from Marriott, Twilio, Cisco Systems, and Zillow Group (19:11) Jason and Ron keep the earnings coverage going and discuss: - Boston Beer surprising Wall Street - Outset Medical's latest results - The state of Microsoft's bid to buy Activision Blizzard - The latest from Coca-Cola, Roblox, Chipotle, and Alphabet - Two stocks on...

NFL Predictions, AI Competitions

Big changes could be coming to the NFL playoffs. (0:21) Emily Flippen and Andy Cross discuss: - The growing AI battle between Microsoft and Alphabet - Lyft shares falling 35% - PayPal CEO Dan Schulman announcing his retirement - CVS Health buying a primary care business for $10 billion - The latest from Disney, Cloudflare, Chipotle, and Pepsi (19:11) Andrew Brandt, former NFL executive and director of Villanova University's Moorad Center of Sports Law, discusses the business health of the NFL, how the playoffs may change, and his prediction for a blowout Super Bowl 57. (34:40) Andy and Emily share...

Disney Pops, Alphabet Drops

Disneys latest results and plans were just what Wall Street wanted to hear. (0:21) Tim Beyers discusses: - How the parks & experiences division drove Disneys 1st-quarter results - ESPN+ being a bright spot among streaming properties - Alphabet shares falling over a botched AI demo and concerns about Microsoft (13:20) Just in time for Valentines Day, Jason Hall and Ryan Henderson engage in a bull vs. bear debate over Match Group. Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and check out the latest episode of our exclusive podcast, Stock Advisor...

The AI Land Grab Has Started

Microsoft's AI event is only the latest sign of the hottest area of tech. (0:21) Jason Moser discusses: - CEO Satya Nadella hailing "a new day in search" - Shares of C3AI, an enterprise AI platform company, doubling in the past five weeks - Zoom Video announcing it's laying off 15% of employees (12:00) Robert Brokamp talks with former Pittsburgh Steelers lineman Jonathan Scott about playing in Super Bowl 45, managing an irregular income, and other takeaways from his book "The Winning Playbook: Strategies for Life on and off the Field". Stocks discussed: MSFT, GOOG, AMD, AI, ZM Host: Chris...

Gen Z & Millennials Are Driving AmEx Higher

If American Express had a problem with an aging demographic, it looks like that problem is being addressed. (0:20) Jason Moser discusses: - Shares of AmEx popping 15% in two days off of strong guidance for 2023 - How younger customers are the majority of the companys growth story - Why hes going to be watching Amazons revenue when it reports earnings on Thursday (11:00) Tim White and Tim Beyers discuss the implications of Microsofts $10 billion investment in ChatGPT. Companies discussed: AXP, GS, AMZN, MSFT, GOOG, GOOGL Host: Chris Hill Guests: Jason Moser, Tim Beyers, Tim White Producer: Ricky...

GDP, Tesla, FinTech, and "Burrito Season"

As much as we love stocks, sometimes the Big Macro really does drive the market. (0:21) Emily Flippen and Ron Gross discuss: - Stronger-than-expected GDP sending stocks higher - Tesla ending the year on a high note - Chevron's record profits and huge buyback plan - Visa and Mastercard delivering strong profits (again) - The latest from Intel, Microsoft, Southwest Airlines, and Johnson & Johnson (19:11) Deidre Woollard talks with Corrado Russo, head of global securities at Hazelview Investments, about real estate, REITs, and a part of the market investors might want to avoid. (30:00) Emily and Ron discuss Chipotle's...

Eyes on the Cloud

Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss: - Microsoft's quarter, and lower growth expectations for its cloud business. - What long-term investors can expect from Microsoft. - The Department of Justice's suit against Alphabet, and a shifting regulatory environment. - Kimberly Clark's "less than stellar" quarter. Plus, (16:25) Motley Fool Canada's Jim Gillies joins Ricky Mulvey to give the bull case for one of the most heavily shorted stocks of 2022. Companies discussed: MSFT, GOOG, GOOGL, TTD, KMB, BIG Host: Dylan Lewis Guests:...

Big Tech Layoffs, Signs of Housing Trouble

Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next? (0:21) Matt Argersinger and Jason Moser discuss: - The ripple effect of Big Tech Layoffs - Netflix founder Reed Hastings stepping down from his co-CEO role - Cancellation rates soaring in one segment of the housing market - Differing views on interest rates from two major bank CEOs - The latest from Procter & Gamble, Nordstrom, and holiday retail data (19:11) John Rotonti talks with Jurrien Timmer, Director of Global Macro at Fidelity Investments, about what history can teach about the current market cycle and sectors that...

Prices Falling, More Tech Layoffs

As many expected, Microsoft announced the layoff of 5% of its employees. (0:21) Asit Sharma discusses: - The Producer Price Index falling 0.5%, much more than economists were expecting - Microsoft's layoffs, and whether Alphabet will be next - Why he's expecting more questions about layoffs this earnings season, but also more talk of where companies are investing (9:25) Is Lululemon Athletica facing short-term headwinds or long-term challenges? Ryan Henderson and Jamie Louko go head to head in our latest Bull vs. Bear debate! Our flagship service, Stock Advisor, is open to new members for just $99 a year. To...

3 CEOs Walk Into A Bar

On a shortened week of trading for investors, three CEOs dominated the headlines. (0:21) Matt Argersinger and Jason Moser discuss: - Layoff announcements and a sober prediction from Microsoft CEO Satya Nadella - The market's positive reaction to the December jobs report - Key things they're watching in the tech industry - Newest unveilings at CES in Las Vegas - The latest from Stitch Fix and Constellation Brands (19:11) Malcolm Ethridge, CFP and host of "The Tech Money Podcast", weighs in with predictions of two more interest rate hikes, why "Mega Cap Tech" is the key to a stock market...

London Calling Microsoft

A new 10-year deal with the London Stock Exchange sends shares of Microsoft higher. (0:21) Jason Moser discusses: - The "win-win" deal between the two sides - How cloud services like Azure and AWS are becoming utilities - The short, not-so-happy public life of Weber Grill - Peter Lynch's advice being a starting point (not a finish line) for investors (12:30) Ricky Mulvey talks with Eddie Alterman, host of the "Car Show" podcast, about the used car market and how GM is competing with Ferrari. Stocks mentioned: MSFT, LDNXF, AMZN, GOOG, GOOGL, WEBR, COOK, GM Holiday Music: Sugar & Booze...

USA vs. Microsoft

It's time to lawyer up! (0:21) Andy Cross and Ron Gross discuss: - Wholesale prices rising higher than expected - Costco's surprisingly disappointing quarter - DocuSign ending the year on a positive note - Casey's General Stores hitting an all-time high thanks in part to beer cheese pizza - The latest from Lululemon, RH, Campbell's Soup, and Chewy (19:11) Rachel Warren talks with Jay Jacobs from BlackRock about megatrends to watch in healthcare, infrastructure, and electric vehicles. (30:20) Andy and Ron discuss the FTC suing Microsoft over its proposed acquisition of Activision Blizzard, and share two stocks on their radar:...

Apple, Amazon, and 2 New All-Time Highs

The biggest tech companies reported this week, but it was Apple that shined the brightest. (0:30) Jason Moser and Matt Argersinger discuss: - The diversity and strength of Apple's business lines - Slowing growth in Amazon Web Services - Meta Platforms hitting its lowest point in 6 years - Ford Motor's demonstration of fiscal discipline - The latest from Alphabet, Microsoft, and Visa (19:15) Jason and Matt continue the earnings analysis and discuss: - ExxonMobil and McDonald's hitting new highs - Chipotle's plans for growth - Surprisingly strong weeks for Teladoc Health and Intel - Overrated and underrated Halloween candy...

Big Tech Earnings Preview

Earnings season kicks into full swing with Alphabet, Meta, and Microsoft reporting this week. (:21) Dylan Lewis and Tim Beyers discuss: - Margins, pricing power, and other metrics to watch from big tech companies. - More details about Twitter's acquisition. - Why Chinese tech stocks are dropping as Xi Jingping begins his third term. The battle of research papers is on! (16:58) Tim White joins Tim Beyers to discuss the simple reason why tech giants are very interested in generating images from text prompts. Companies mentioned: MSFT, GOOG, GOOGL, META, TWTR, NFLX, AAPL Host: Dylan Lewis Guests: Tim Beyers, Tim...

Stocks (and Investing Books) We're Bullish On

Snap fell 30% and took other social media and advertising stocks down with it. (0:30) Emily Flippen and Ron Gross discuss: - Pinterest, Meta Platforms, and Alphabet getting dragged down by Snap's bad news - American Express shares falling despite increased full-year guidance - Boston Beer's strong 3rd-quarter report - The latest from Microsoft, Netflix, Tesla, and Tractor Supply (19:15) Emily and Ron dip into the Fool Mailbag and discuss: - Medical device pure-plays - Investing books they recommend - Surprising economics of pumpkin spice - The latest from McDonald's and Keurig Dr. Pepper - Stocks they're more bullish on...

Activist Investors Shake the Tree

If you'd like to see tech stocks turn around, some activist investors feel the same way. They just have some more fire power. (0:21) Deidre Woollard and Asit Sharma discuss: - Starboard Value's recent stakes in Splunk and Salesforce. - Dan Loeb's push for a spinoff at Colgate-Palmolive. - Layoffs at Microsoft. Plus, Robert Brokamp and Matt Frankel (14:06) discuss how your home fits into a financial plan. Companies discussed: CRM, MSFT, CL, SPLK, GIS, INTC Host: Deidre Woollard Guest: Asit Sharma, Robert Brokamp, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices....

"Make no mistake, this too shall pass."

Bear markets always come to an end, but they're not necessarily fun while they last. (0:21) Bill Mann discusses: - The market reacting to the Federal Reserve's announcement a day before the Fed actually makes it - Why large companies like Microsoft are quietly preparing for 2023 and 2024 - The bizarre incident involving Beyond Meat's chief operating officer (11:25) Alison Southwick and Robert Brokamp talk with Emily Flippen about some of the biggest consumer goods storylines of the year, and potential radar stocks for investors. Stocks mentioned: MSFT, BYND, NFLX, LULU, PTON, CHWY, SG, BARK, VDC Host: Chris Hill...

4 Tech Titans Boost Stocks

Apple, Microsoft, Alphabet, and Amazon provide a welcome lift to the market. (0:30) Andy Cross and Ron Gross discuss: - The Fed raising interest rates and GDP contracting - Apple and Amazon surprising to the upside - Microsoft's cloud division delivering again - Shopify's relative attractiveness as a stock - Meta Platforms warning investors (19:45) Andy and Ron discuss Chipotle's impressive ability to raise prices, as well as: - McDonald's stock closing in on a new high - The war on cash with Visa and Mastercard - Diageo wrapping up a strong year - The latest from Etsy and Roku...

Big Tech Bounces Back

Microsoft and Alphabet didn't disappoint with their latest quarterly results. (0:22) Bill Mann discusses: - Microsoft having tough comps, with the cloud division shining once again - Alphabet proving its resilience - Chipotle continuing to raise prices and profits (12:54) Ricky Mulvey talks with Jack Caporal about The Motley Fool's latest research into crypto scams and how you can avoid them. Stocks mentioned: WMT, TGT, AMZN, COST, SHOP ETH, SOL Host: Chris Hill Guests: Bill Mann, Jack Caporal Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Netflix Review, Comic-Con Preview

Turns out Netflix did NOT lose 2 million subscribers as previously predicted. (Only 970,000) (0:22) Tim Beyers discusses: - The market's relief that 2nd-quarter results for Netflix were "less bad" - Why Microsoft shareholders have a stake in Netflix's success - Twitter winning the 1st round in its legal battle with Elon Musk (10:21) Ricky Mulvey and Catie Peiper discuss how entertainment companies have dealt with rough economic situations in the past (and how they could respond in the current environment), and preview this year's San Diego Comic-Con! Stocks mentioned: NFLX, MSFT, TWTR, DIS, WBD, AMZN Host: Chris Hill Guests:...

Fintech's Future, Underrated Investing Metrics

Earnings season has begun! (0:30) Emily Flippen and Jason Moser discuss: - Latest results from the Big Banks and tough comments from JPM's CEO Jamie Dimon - Pinterest shares rising on an activist buying 9% - Amazon's potential for dropping in-house brands - Unity Software buying Ironsource - BMW launching a SWaaS (seat warmers as a service) subscription - The latest from Microsoft, Netflix, Twitter, Disney, and The Trade Desk (20:17) Rachel Warren and Auri Hughes talk with Jared Isaacman, CEO of Shift4 Payments, about the future of fintech. (32:35) Emily and Jason answer mailbag questions about new "Night Effect"...

Microsoft Wins Netflix Ad Biz

Can a $1.9 trillion company still be a dark horse? Microsoft beats the odds and wins the Netflix ad business. (0:21) Maria Gallagher discusses: - How Microsoft being "agnostic" helped it beat Google and Comcast - Netflix purposefully timing this news ahead of next week's earnings - Why she's focused on the ripple effects of Target's upcoming report (9:13) Ricky Mulvey and Rick Munarriz discuss Celsius Holdings, an energy drink company with triple-digit growth. Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks mentioned: NFLX, GOOG, GOOGL, CMCSA, MSFT, TGT, CELH, KO, PEP, MNST Host:...

Microsoft's Deal Under Investigation

The UK's regulatory authority on competition has officially opened an investigation into Microsoft's deal to buy Activision Blizzard. (0:21) Bill Mann discusses: - Why Wall Street is shrugging off the news - What to expect when the decision is announced by September 1st - Amazon's deal to take a small stake in GrubHub - The prospect for more companies (e.g., Salesforce, Atlassian) to take stakes in smaller software companies (11:51) Deidre Woollard talks with Jacob Goldstein about his recent interview with Redfin CEO Glenn Kelman, the 3% commission model, and more. Got a question about stocks? Call the Motley Fool...

Should Netflix Buy Roku?

Is Roku really preparing for a takeover bid from Netflix? (0:25) Asit Sharma discusses: - Whether acquiring Roku solves Netflix impending ad challenges - Why Roku's stock is still pricy after its recent fall - DocuSign's expanded partnership with Microsoft - If this paves the way for an eventual acquisition (13:21) Deidre Woollard talks with Jason Hall about why he's so bullish about homebuilders and the tailwinds driving his thesis. Stocks discussed: ROKU, NFLX, DOCU, MSFT, ADBE, CRM Host: Chris Hill Guests: Asit Sharma, Deidre Woollard, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your...

Economic Hurricane? Just Keep Buying

Microsoft lowered guidance, Elon Musk has a super bad feeling about the economy, and Jamie Dimon warned investors that a hurricane is coming. (0:30) Jason Moser and Ron Gross discuss: - Why short-term trading in and out of the market is NOT the answer - Oktas strong results and optimism for the rest of the fiscal year - Lululemons online sales growth - Ford Motor CEO Jim Farleys comments on plans for the electric vehicles - The latest from Chewy and Salesforce (19:00) Nick Maggiulli, COO of Ritholtz Wealth Management, discusses insights from his book Just Keep Buying: Proven Ways...

Mega Caps Struggle, Becky Quick on Berkshire-Hathaway's Future

The biggest companies in the U.S. markets couldn't stop April being the worst month for the stock market in years. (0:30) Emily Flippen and Ron Gross discuss: - Amazon falling more than 10% after a weak 1st-quarter report - Apple's supply chain outlook - Microsoft delivering strong earnings across its business units - Atlassian's guidance outweighing great 3rd-quarter profits - Pinterest bouncing back from a 52-week low - The latest from Meta Platforms, Alphabet, and Pinterest (19:00) CNBC host Becky Quick calls in from the Berkshire-Hathaway annual meeting to discuss Warren Buffett's investing strategies, inflation, the strength of the U.S....

Big Tech's Big Returns, Sports Business in the Spotlight

Apple posts record revenue. Microsoft makes its intentions clear with respect to its gaming division. Visa and American Express rise on strong results. Tesla tells Wall Street not to expect any new models this year. Home Depot's getting a new CEO while Lowe's gets a new partner in Petco. Atlassian raises guidance and McDonald's is optimistic about the McPlant Burger. Emily Flippen and Ron Gross analyze those stories, discuss areas of the market that look attractive right now, and share two stocks on their radar: Fulgent Genetics and Garmin. John Ourand from Sports Business Journal discusses NFL ratings, what the...

"The healthiest business on the U.S. stock market"

Microsoft CEO Satya Nadella talked about his company doubling down on gaming, which should give gamers and investors pause. Tim Beyers analyzes not only the impressive 2nd-quarter results but the overall health of Microsoft's business and how much room to run the gaming division has. He also discusses Mattel's renewed partnership with Disney, and what investors need to understand about F5's place in the cloud industry. Plus, Olivia Zitkus and Keith Speights discuss how Pfizer, Moderna, and Abbott Laboratories are investing the money they've earned from Covid-19-related sales, and whether one is doing a better job of it than the...

Alphabet's Discipline, 5G's Potential

Microsoft's acquisition of Activision Blizzard wasn't just a shot at Meta Platforms. Shares of Sony continue to fall in the wake of Microsoft's move, causing some to question the future of Sony's PlayStation. Tim Beyers analyzes the shifting landscape in entertainment, including Google's move to shut down its original programming division at YouTube. He also discusses whether winning regulatory approval to become a bank holding company makes SoFi Technologies a more attractive investment and Verizon and AT&T changing some of their plans for today's nationwide rollout of 5G. Plus, Ricky Mulvey talks with John Laconte from The Vail Daily about...

Microsoft Buys Activision Blizzard and Takes Aim at Meta Platforms

With its biggest acquisition ever, Microsoft buys Activision Blizzard for $68.7 billion. Jason Moser analyzes why the move signals a direct shot at Meta Platforms and why Microsoft shareholders should be optimistic about the company's gaming aspirations. He also examines shares of Goldman Sachs and The Gap, both falling similar amounts, and why one of them represents a potential buying opportunity. Plus, Alison Southwick and Robert Brokamp discuss actionable ways to stay on track with your financial goals for 2022, including a rare triple-tax advantage to help prepare for future healthcare costs. Stocks: MSFT, ATVI, META, NVDA, GPS, GS Host:...

Microsofts Ascension, Facebooks Metamorphosis

Microsoft becomes the worlds most valuable company. Amazon and Apple deal with supply chain issues. Alphabet rises on (what else?) strong ad sales. Visa gets a visit from the U.S. Department of Justice. Facebook changes its name to Meta. Atlassian hits a new all-time high. Ron Gross and Jason Moser analyze those stories, discuss the latest earnings from Starbucks, McDonalds, Shopify, Twilio, and share two stocks on their radar: Asana and Teladoc Health. Learn more about your ad choices. Visit megaphone.fm/adchoices

September Retail, Big Banks, Consumer Tech Events

What do surprisingly good retail sales in September indicate for holiday shopping? Will Googles new Pixel phone be a hit? Which major retailer could be the next to drop tobacco products? Are we in for a record-setting Halloween? Maria Gallagher and Jason Moser answer those questions, analyze the latest from Dominos Pizza, Virgin Galactic, Shopify, Microsoft, Oracle, Restaurant Brands International, and share two stocks on their radar: Zillow Group and Marvell Technology. Learn more about your ad choices. Visit megaphone.fm/adchoices

Earnings: Big Tech Surprises and Disappointments

Amazon has its worst day in over a year after missing expectations. Alphabet hits a new high and announces a $50 billion buyback plan. Apple and Microsoft dip despite reporting huge profits. And McDonalds serves up a chicken sandwich-fueled surprise. Motley Fool analysts Emily Flippen and Jason Moser discuss those stories and weigh in on the latest earnings from Facebook, PayPal, Shopify, Starbucks, Qualcomm, Twilio, Teladoc Health, Pinterest, and Hasbro. Plus, our analysts share two stocks on their radar: Beyond Meat and Etsy. Looking for more stocks foryourradar? Get 50% off our Stock Advisor service just by going tohttp://RadarStocks.fool.com. Learn...

Big Tech, Huge Earnings

Alphabet, Amazon, and Apple report record earnings. Microsoft reports its biggest revenue growth in three years. Shopify rises on a strong quarter. Shares of Crocs, Facebook, and Waste Management hit all-time highs. Pinterest and Teladoc tumble. And Dominos reports double-digit growth. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and dig into earnings news from Starbucks, McDonalds, and Visa. Plus, our analysts share a couple of stocks on their radar: Axon Enterprise and Skillz. Looking for more stocks foryourradar? Get 50% off Stock Advisor by going tohttp://RadarStocks.fool.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsofts Big Deal and Coinbases Big Debut

Microsoft buys Nuance Communications in a $16 billion deal. Coinbase makes an $86 billion Wall Street debut. FDA hits the pause button on Johnson & Johnsons COVID-19 vaccine. Katrina Lake steps down as the CEO of Stitch Fix. Bed Bath & Beyond slips on earnings. White Claw introduces Surge. Pepsi serves up big growth in its snack division. And IBM unveils a surprising name for its cloud business. Motley Fool analysts Emily Flippen and Ron Gross discuss those stories and share two stocks on their radar: Bilibili and Ecolab. Plus, e.l.f. Beauty CFO Mandy Fields talks about the big business...

As GameStop Turns

Investors react to the escalating drama with Redditt, speculators, and GameStop. Johnson & Johnson reports Phase 3 trial results from its one-shot vaccine. Apple reports record-breaking revenue. Microsoft hits a new high on earnings. Facebook slides. Atlassian rises. Starbucks surprises. And Tesla dips. Motley Fool analysts Andy Cross and Ron Gross discuss those stories and weigh in on the latest from Mastercard, Visa, and General Motors. Ron and Andy share two stocks on their radar: NextEra Energy and Unity Software. Plus, Ad Ages Jeanine Poggi previews the advertising for Super Bowl LV. Learn more about your ad choices. Visit megaphone.fm/adchoices

Big Buys, New Highs, and Hot Holiday Toys

Wall Street shrugs off disappointing jobs numbers. Salesforce buys Slack and squares off against Microsoft. Docusign beats on the top and bottom lines. Crowdstrike, Five Below, and Zscaler all hit all-time highs. Zoom Video reports strong earnings but slips on slowing revenue growth. UltaBeautyslips on slowing sales. Okta rises on earnings. WarnerMedia disrupts the movie business. And Oreos go Gaga! Motley Fool analysts Andy Cross and Ron Gross weigh in on those stories and share two stocks on their radar: Fulgent Genetics and Lemonade. Plus, toy industry analyst Jackie Breyer talks holiday toys, scented Play Doh, and the state of...

Retail Surprises and the Future of Video Games

Walmart delivers big online sales. Target and Williams-Sonoma hit all-time highs. Home Depot and Lowes fall on earnings. Amazon gets into the pharmacy business. And Radio Shack returns! Motley Fool analysts Andy Cross and Jason Moser discuss those stories and weigh in on the latest from Intuit, Workday, Goldman Sachs, and Zaxbys. Plus, Andy and Jason share two investment ideas on their radar: Cerence and Roblox. And Loup Ventures managing partners Gene Munster and Doug Clinton take stock in the future of video games and talk Apple, Google, and Microsoft. To get 40% off our Everlasting Portfolio service, go to...

Earnings and Elections

Alphabet surges on strong earnings. Microsoft reports higher profits but disappoints with guidance. Amazon reports record quarterly sales. Facebook falls on concerns over a decline in U.S. and Canadian users. Starbucks serves up a surprise. Apple dips on weak iPhone sales. And Netflix raises prices. Motley Fool analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and dig into the latest results from Etsy, Pinterest, Shopify, Tupperware, Twitter, and Under Armour. Our analysts share three stocks on their radar: Wix.com, Inphi, and EPAM Systems. And we talk about what the upcoming election means for investors. Learn more about...

TikTok Deals, Investing in Real Estate

Microsoft and Walmart team up to pursue TikTok. Salesforce reports a record quarter. Workday gets the job done. Okta hits an all-time high. Best Buy gets a big boost from online sales. Ulta Beauty surges. And McDonalds adds some spice. Motley Fool analysts Andy Cross and Jason Moser discuss those stories and share two stocks on their radar: Chewy and Medallia. Plus, Matt Argersinger, lead advisor of Millionacres, a Motley Fool investing service, talks about the current environment for commercial real estate and shares some opportunities for investors in real estate today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Fortnite vs. Apple and the Future of Malls

Simon Property Group talks with Amazon about mall-based distribution centers. Microsoft announces plans to sell a $1,400 foldable phone. Marriott rises despite reporting its first quarterly loss in more than eight years. Apple and Fortnite engage in a battle royale. Lyft deals with sinking revenue and California concerns. SmileDirectClub gives investors something to frown about. And Starbucks, Dunkin, and Hersheys get a head start on fall and Halloween. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: Bed Bath & Beyond and Qualcomm. Plus, Lakehouse Capital Chief Investment Officer Joe Magyer...

Intels Drop, Microsofts Record, MercadoLibres Future

Intel plunges on chip delays. Microsoft declines despite a record quarter. Twitter pops on strong user growth. Chipotle serves up strong digital growth but slips on closed restaurants. Coca-Colas CEO says the worst is over. Intuitive Surgical surprises. Boston Beer surges. Tesla slides. Disney delays Mulan indefinitely. And Slack goes to war with Microsoft. Analysts Andy Cross and Jason Moser discuss those stories and share two stocks on their radar: Equinix and Qorvo. Plus, MercadoLibres Head of Investor RelationsFederico Sandlertalks online retail, online payments, and the future of the e-commerce giant. Learn more about your ad choices. Visit megaphone.fm/adchoices

Digital Ad Spending and the Power of Weird

Google deals with slipping ad sales while Facebook and Amazon gain market share. Amazon buys a new car. McCormick hits a new high. Nike stumbles. And Microsoft pulls the plug on its stores. Motley Fool analysts Andy Cross and Jason Moser discuss those stories and weigh in on the latest from Albertsons, Chuck E. Cheese, and Darden Restaurants. The guys share two stocks on their radar: Etsy and Houlihan Lokey. Plus, Atlantic writer Olga Khazan shares some insights from her book, Weird: The Power of Being an Outsider in an Insider World. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sell in May and Go Away?

An additional 4 million Americans file for unemployment as the total number of unemployed tops 30 million. The S&P 500 wraps up its best month since 1987. Amazon reports surging sales and rising costs. Apple sees strength in services. Mastercard and Visa beat expectations. Alphabet gets a boost from YouTube. Microsoft gets a boost from the Cloud. And Facebook rises on strong engagement. Motley Fool analysts Aaron Bush, Andy Cross, and Jason Moser discuss those stories and weigh in on the latest from Atlassian, McDonalds, Microsoft, Spotify, Starbucks, Teladoc, and Twitter. Aaron talks about the future of gaming. And the...

Earnings-palooza: Welcome to Club Trillion!

Amazons huge 4th-quarter gets the company back above the trillion-dollar market cap. Apple and Microsoft continue their hot streaks, while Facebook sells off due to margin concerns. Jason Moser, Andy Cross, and Ron Gross analyze the latest earnings results from Tesla, Visa, Colgate-Palmolive, McCormick, Starbucks, McDonalds, and PayPal. Plus, we discuss IBMs new CEO, Ataris new line of hotels, and why the guys have Mastercard, Walker & Dunlop, and Pinterest are on their radar. For a free copy of our Investing Starter Kit, go to www.fool.com/StarterKit and well email it to you. Learn more about your ad choices. Visit megaphone.fm/adchoices

2019 in Review: Software, Entertainment, and Cheap Beer

Disney Plus works its magic. WeWork falls down on the job. Best Buy rewards investors. And Constellation Brands unloads some cheap beer. Analysts Andy Cross, Ron Gross, and Jason Moser discuss some of the years top business stories, stock market surprises, underappreciated stories, and dumb investments. We share why Chipotle, Microsoft, and Target each have a claim on having the Best CEO of 2019. Businesses analyzed this week include Amazon, Lumentum, Lyft, Microsoft, Uber, and more. Plus, we revisit our conversation with NYU professor and best-selling author Scott Galloway, who talks about his latest book,The Algebra of Happiness: Notes on...

Amazon's Investments, Tesla's Surprising Profit

Amazon slips as one-day shipping costs rise. Microsoft climbs higher thanks to growth in the cloud. Tesla generates its best day in six years. Southwest Airlines reports record earnings despite MAX headwinds. And Biogen surges on encouraging results from a discontinued Alzheimers drug. Motley Fool analysts Emily Flippen, Ron Gross, and Jason Moser discuss those stories and weigh in on the latest from eBay, Hasbro, Hershey, PayPal, Twitter, and Visa. Plus, we debate overrated and underrated Halloween candies and share three stocks on our radar. Thanks to Molekule for supporting our channel. Get 10% off your first air purifier at...

Microsoft's Hike, GM's Strike

Microsoft hikes its dividend and buys back stock. Apple launches its subscription gaming service. Airbnb announces plans for an IPO. And FedEx delivers disappointment. Analysts Aaron Bush, Emily Flippen, and Ron Gross discuss these stories and the latest from Datadog, General Mills, WeWork, and YUM! Brands. Plus, we dip into the Fool Mailbag to discuss AIs future. And Motley Fool auto analyst John Rosevear weighs in on GMs strike, Fords future, and Amazons electrifying buy. Get the money you need to run your small business. Go to Kabbage.com to get started. Credit lines subject to review and change. Individual requests...

Americas E-Cigarette Addiction

The S&P 500 and DJIA both hit record highs. Ford Motor and Volkswagen team up on autonomous vehicles and EVs. Zoom Video has a bug problem. Slack shares fall as competition from Microsoft Teams heats up. Pepsi hits a new high, and Lululemon starts a surprising new business. Andy Cross, Emily Flippen, and Jason Moser analyze those stories and share three stocks theyre watching closely this earnings season. Plus, Carl Quintanilla discusses the growing popularity of vaping, the focus of CNBCs new documentary Vaporized: Americas E-Cigarette Addiction. Thanks Netsuite. Get the FREE guide, 7 Key Strategies to Grow your Profits...

The Trillion-Dollar Sleeper

Microsofts market cap crosses the trillion-dollar mark as shares hit an all-time high. Amazon reports its most profitable quarter ever. Facebook surprises, but in a good way. And Uber and Slack get ready for their public debuts. Analysts Andy Cross, Emily Flippen, and Jason Moser discuss those stories and dig into earnings from Comcast, Dominos, PayPal, Starbucks, and Twitter. Plus, CNBCs Becky Quick talks Warren Buffett and previews the Berkshire Hathaway annual meeting. Thanks to Molekule for supporting our channel. Get $75 off your first order at http://www.molekule.com code fool75. Learn more about your ad choices. Visit megaphone.fm/adchoices

We Have Lyft-Off!

Lyft rises in its public markets debut. Wells Fargo makes a change at the top. Lululemon hits a new high. Analysts Aaron Bush, Ron Gross, and Jason Moser discuss those stories and dig into the latest from McCormick, Blackberry, and Restoration Hardware, as well as surprising e-commerce news. Plus, Motley Fool media analyst Tim Beyers reviews Apples big event and discusses Google, Microsoft, and the future of gaming. Check outHello Monday from LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

The Netflix of Video Games?

Jeff Bezos squares off with the National Enquirer. Chipotle sizzles. And Alphabet ramps up its spending. Our analysts discuss those stories and dig into the latest from Disney, Electronic Arts, Take-Two Interactive, Hasbro, Mattel, Papa Johns, Skechers, Spotify and Twitter. Plus, on Satya Nadellas 5th anniversary as Microsoft CEO, tech journalist Mary Jo Foley talks about Nadella and the future of Microsoft. To join our live Q&A on February 13th, subscribe to our YouTube channel with one click of a button at www.YouTube.com/TheMotleyFool. Thanks to LinkedIn for supporting The Motley Fool. Go to linkedin.com/fool and get $50 off your first...

Big Tech Returns and Big Game Surprises

Amazon fails to impress Wall Street. Microsoft reports some cloudy returns. And Facebook connects. Analysts Andy Cross, Ron Gross, and Jason Moser discuss these stories and dig into the latest from Apple, eBay, MasterCard, PayPal, Tesla, and Visa. Plus, Wall Street Journal editor Nat Ives talks about the business of Super Bowl marketing. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Business of Hurricanes

Hurricane Florence makes landfall. Apple unveils new phones. Nike hits a new high. Dave & Busters delivers. Sears surprises. And Volkswagen kills a bug. Motley Fool analysts Matt Argersinger, Ron Gross, and Jason Moser delve into these stories and discuss the latest with Kroger, AMD, and more. Plus, analyst Tim Beyers weighs in on Tesla, the battle for the living room, and why Microsoft might be the new Apple. Thanks to Casper for supporting The Motley Fool. Save $50 on a mattress at http://www.casper.com/fool (use the promo code Fool). Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsofts Cloud Nine

Microsoft shares hit an all-time high thanks to strength in the companys cloud business. Netflix falls on concerns over subscriber growth. American Express doesnt get rewarded. And Skechers gets kicked around. Analysts Matt Argersinger, David Kretzmann, and Jason Moser discuss those stories and weigh in on the latest from eBay, Dominos, and Papa Johns. Plus, Motley Fool co-founder David Gardner talks with best-selling author Dan Pink about the science of perfect timing. Thanks to Harrys for supporting Motley Fool. Get your Trial Set go to Harrys.com/fool . Learn more about your ad choices. Visit megaphone.fm/adchoices

Tech Titans: Infinity War

Amazon hits a new high, and raises the price on Prime. Alphabet racks up big profits amid higher spending. Facebook posts record revenue, while Microsofts cloud goes higher. Which one of these tech behemoths will get to a $1 trillion market cap first? Jason Moser, David Kretzmann, and Jeff Fischer analyze those stories, as well as the latest results from Visa, PayPal, Baidu, Twitter, Chipotle, Intel and more. Plus, we dip into the Fool Mailbag and share a few stocks on our radar. Learn more about your ad choices. Visit megaphone.fm/adchoices

New CEOs, New IPOs, and a Conversation with LinkedIn

Baiduannounces IPO plans for its video service. Under Armour jumps higher. Boston Beer and Chipotle name new CEOs. And Alibabas Chairman hits the big screen. Our analysts discuss those stories and share some stocks on their radar. Plus, Motley Fool co-founder Tom Gardner talks with LinkedIn CEO Jeff Weiner about the Microsoft marriage, the power of diversity, and the power of predictive analytics. Learn more about your ad choices. Visit megaphone.fm/adchoices

Earnings-Palooza!

Amazon, Alphabet, Apple, eBay, Facebook, McDonalds, Microsoft, and PayPal report earnings. And Hostess takes the cake with its new bonus plan. Our analysts weigh in on those stories and share some stocks on their radar. Thanks to LegalZoom for supporting The Motley Fool. Get special savings by going to LegalZoom.com and use Fool at checkout. Learn more about your ad choices. Visit megaphone.fm/adchoices

Big Tech is Getting Bigger

Alphabet, Amazon and Microsoft all hit new highs after their latest earnings reports. Jason Moser, Matt Argersinger and Jeff Fischer analyze the growing dominance of these tech giants. We also take a look at Baidu, Intel, Twitter and more, and share a few stocks on our radar. Plus, we get the inside scoop on two of the biggest candy makers as we talk with Joel Glenn Brenner, author of The Emperors of Chocolate: Inside the Secret World of Hershey and Mars. Thanks to Freshbooks for supporting The Motley Fool. Get a 30-day free trial by going to FreshBooks.com /FOOL and...

Netflix & The Business of Comic-Con

Netflix shares hit a new high. Microsofts cloud business continues to grow. Visa and American Express ring the cash register for investors. Pepsi revives an old brand while Chipotle deals with another health crisis. Plus, Forbes contributor Rob Salkowitz calls in from San Diego to provide analysis of this years Comic-Con and the business of pop culture. Thanks to Slack for supporting The Motley Fool. Learn more at slack.com. Thanks also to Harrys for supporting The Motley Fool. Get your Free Trial Set go to Harrys.com/Fool. Learn more about your ad choices. Visit megaphone.fm/adchoices

Becoming Warren Buffett

Starbucks slows. Microsoft surprises. Apple sues Qualcomm. And Twinkie goes cold. Plus, Emmy-award winning director Peter Kunhardt talks about his new HBO documentary, Becoming Warren Buffett. Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft's New High

Microsoft hits an all-time high. Netflix delivers. Hasbro gets a boost from princess power. And Snoopy gets sent to the doghouse. Plus, best-selling author Roger Lowenstein talks about his newest book, America's Bank. Learn more about your ad choices. Visit megaphone.fm/adchoices

Money Advice from Dad

Microsoft buys LinkedIn. Lumber Liquidators bounces back. We analyze those stories and more, and share the best money advice from our Dads. Plus, technology columnist Charles Arthur analyzes the Brexit vote, Apple, Google, and hot tech trends. Learn more about your ad choices. Visit megaphone.fm/adchoices

Big Tech's Big Miss

Alphabet, Microsoft, and Netflix slip. McDonald's surprises. And Under Armour rises. Plus, CNBC's Becky Quick previews the annual Berkshire Hathaway meeting. Learn more about your ad choices. Visit megaphone.fm/adchoices

Facebook's Big Surprise

Facebook reports record earnings thanks to strong growth in advertising. Microsoft connects with its cloud business. Apple loses some of its shine after projecting a decline in revenues. And McDonald's brings home the bacon thanks to all-day breakfast. Our analysts discuss the week's top business stories and share some stocks on their radar. Learn more about your ad choices. Visit megaphone.fm/adchoices

New Highs for Alphabet, Amazon & Microsoft

Alphabet, Amazon, McDonald's and Microsoft hit new highs. Valeant Pharmaceuticals plummets. And Oprah gives Weight Watchers a boost. Our analysts discuss those stories and share three stocks on their radar. Plus, CNBC's Kayla Tausche talks big banks, Square IPO, and Star Wars. Learn more about your ad choices. Visit megaphone.fm/adchoices

Amazon's Secret Weapon

Starbucks serves up a new all-time high. And Amazon and Microsoft find big profits in the cloud. Our analysts discuss those stories and delve into earnings news from Chipotle, Google, and 3D Systems. Plus, CNBC journalist Becky Quick previews the upcoming Berkshire Hathaway annual meeting. To get a copy of our e-book on Warren Buffett, just email warren@fool.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 10.24.2014

Apple hits a new high. Amazon stumbles. Microsoft surprises. And McDonalds slowdown continues. Our analysts discuss those stories and share some stocks on their radar. And we talk about the power of the unconventional with Linda Rottenberg, author of Crazy is a Compliment: The Power of Zigging When Everyone Else Zags. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 07.18.2014

Microsoft cuts 18,000 jobs.Mattel slips on Barbie bearishness. And Google climbs on stronger-than-expected revenues. Our analysts discuss those stories and share three stocks on their radar. And just how did LEGO go from near-bankruptcy to Everything is Awesome? Chris talks with Wharton Professor David Robertson, author of Brick by Brick: How LEGO Rewrote the Rules of Innovation and Conquered the Global Toy Industry. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 03.28.2014

Facebook makes a big buy. Microsoft introduces Office for the iPad. And Candy Crush gets crushed. Our analysts discuss those stories and share three stocks on their radar. Plus, Motley Fool retirement expert Robert Brokamp talks portfolio rebalancing, hidden fees, and financial planning. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 03.21.2014

Microsoft hits a 14-year high. Wal-Mart goes after GameStop. And Starbucks bets on wine and beer.Our analysts discuss those stories. Plus, best-selling author Will Thorndike shares some investing insights from his book, The Outsiders:Eight Unconventional CEOsand Their Radically Rational Blueprint for Success. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 02.07.2014

CVS makes a surprising announcement. Twitter tumbles. And Disney hits a new high. Plus, Guardian technology editor Charles Arthur talks about Microsoft's new CEO. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 01.24.2014

Netflix investors see green after strong subscriber growth. Microsoft surprises with strong Surface sales. And Starbucks serves up big earnings. Our analyst discuss those stories and share some stocks on their radar. Plus, Motley Fool Asset Management's Bill Mann talks international investing. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 01.10.2014

Target sees red after its data breach. Twitter gets downgraded. And Ford's CEO turns down Microsoft. Our analysts discuss those stories and share some stocks on their radar. Plus, Motley Fool analyst Matthew Argersinger shares some insights from CES 2014. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 10.25.2013

Microsoft rises on earnings. Amazon hits a new high. And Netflix overtakes HBO. Our analysts discuss those stories and share three stocks on their radar. Plus, Panera Bread founder and CEO Ron Shaich serves up some insights on the restaurant business. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 10.04.2013

The government shuts down. Twitter gets ready to go public. And some Microsoft shareholders call for Bill Gates to step down. Our analysts discuss those stories and Honest Tea co-founder Seth Goldman talks about the business of tea. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 09.27.2013

Government shutdown looms, JC Penney does it again, and Nike hits an all-time high. Our guys analyze the latest on Microsofts next CEO and share 3 stocks on their radar. Plus, craft beer pioneer Ken Grossman takes us inside the industry with his new book, Beyond the Pale: The Story of Sierra Nevada Brewing Co. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 09.20.2013

Bernanke surprises. Microsoft makes a big buy. And Tesla accelerates. Plus, producer Jim Bruce discusses his new film, Money for Nothing: Inside the Federal Reserve. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 09.06.2013

The government reports weaker-than-expected jobs numbers. Microsoft makes a big buy. Samsung & Qualcomm unveil the first smart watches. And Campbell Soup serves up a new way to make soup. On this weeks show, our analysts discuss those stories and share three stocks on their radar. Plus, Motley Fool Asset Managements Bill Mann gives his take on the some recent business developments. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 07.12.2013

The market hits new highs. Microsoft restructures. Kroger buys Harris Teeter. And Twinkie makes a comeback. Our analysts discuss those stories and share some stocks on their radar. And we talk business with the hosts of The Dinner Party Download. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 05.24.2013

The Fed stays the course. Microsoft unveils the Xbox One. And Disney makes some surprising cuts. Our analysts discuss those stories. Plus, corporate governance expert and film critic Nell Minow talks Apple, Buffett, and Memorial Day movies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 04.19.2013

Our analysts discuss earnings news from Google, Microsoft, Chipotle, Intel, Coca-Cola, and Pepsi.And we talk with Kenneth Cukier, co-author of Big Data:A Revolution That Will Transform How We Live, Work, and Think. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 11.30.2012

Costco issues a special dividend. Microsoft deals with problems below the Surface. And Zynga makes a risky bet. Our analysts discuss those stories. Plus, Robert Pozen shares some insights from his book, Extreme Productivity. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 10.19.2012

Shares of Google plunge after an earnings surprise.Our analysts discuss Google's big miss and delve into earnings news from Chipotle, McDonald's, and Microsoft.Plus, Gina Keating talks abouther newbook, Netflixed: TheEpic Battle for America's Eyeballs. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 09.21.2012

Apple's new iPhone goes on sale. Microsoft increases its dividend. Nike buys back shares.And an online real estate company makes a big splash with its IPO. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 09.14.2012

Apple unveils the iPhone 5. McDonald's adds calories to its menu. And Facebook's CEO says it's time to double down. Our analysts discuss those stories and share some stocks on their radar. Plus, Guardian technology editor Charles author talks about his book, Digital Wars: Apple, Google, Microsoft and the Battle for the Internet. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 08.24.2012

Apple, Google, Microsoft and Amazon all have events planned in September to unveil new products. Our analysts discuss which companies have the most to gain and lose, and delve into earnings from Dell, HP and Best Buy. Plus New York Times reporter Charles Duhigg discusses his best-selling book The Power of Habit: Why We Do What We Do in Life and Business and Motley Fool retirement expert Robert Brokamp shares financial tips. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 07.20.2012

Chipotle, Google, IBM,and Microsoft report earnings. And Yahoo! names a new CEO. Our analysts discuss those stories and share three stocks on their radar. Plus, we talk about the business of bouncing back with Andrew Zolli, author of Resilience: Why Things Bounce Back. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 07.13.2012

China reports its slowest growth in three years. JPMorgan Chaseupdates investors on its big loss. BridgepointEducation and SuperValu get slammed. And Microsoft's CEO has some fighting words for Apple. Our analysts discuss those stories and share three stocks on their radar. Plus, Motley Fool retirement expert Robert Brokamp shares some 401K tips. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 06.22.2012

The Fed makes a move.Moody's downgrades big banks.Microsoft unveils its Surface tablet.And Burger King serves up a hot I.P.O.Our analysts discuss those stories and share three stocks on their radar.Plus,we talk about the natural gas revolution with journalist Tom Wilber, author of Under the Surface: Fracking, Fortunes, and the Fate of the Marcellus Shale. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 06.15.2012

Investors brace for elections in Greece. JPMorgan Chase CEO Jamie Dimon testifies before Congress. Dell and Nokia announce some big cuts. And Microsoft makes a big buy. Our analysts discuss those stories and share three stocks on their radar. Plus,we talk about the business of lying with Dan Areily, author of The Honest Truth About Dishonesty: How We Lie to Everyone - Especially Ourselves. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 06.01.2012

Investors react to weaker-than-expected jobs numbers.NYC Mayor Michael Bloomberg attempts to crack down on sugary drinks.Samsung launches a big rival to the iPhone.And Amazon and Microsoft combine forces in the battle for the living room.Our analysts discuss those stories and share three stocks on their radar.Plus, we talk horse racing, betting, and investing with Daily Racing Form publisher and columnist Steven Crist. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 05.04.2012

The government reports weaker-than-expected jobs growth.Yahoo! deals with a leadership controversy.Whole Foods serves up big earnings. Green Mountain Coffee serves up some bitter earnings.And Microsoft bets on the Nook. Our analysts discuss those stories and share three stocks on their radar.Plus,Motley Fool co-founder Tom Gardner talks about his approach to investing. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 04.20.2012

Our analysts discuss the latest earnings news from Coca-Cola, Chipotle, GE, Intel, McDonald's, and Microsoft. And we talk with CNBC's Carl Quintanilla about the new CNBC documentary, The Costco Craze: Inside the Warehouse Giant. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 12.09.2011

Jobless claims fall as the EU continues to search for a resolution to the debt crisis. Ford reinstates its dividend for the first time in 5 years. Microsoft releases a major upgrade to Xbox Live. McDonalds stock hits an all-time high and JC Penney buys a stake in Martha Stewart. Our analysts discuss those stories and more, and share 3 stocks on their radar. Venture capitalist Paul Holland discusses the future of technology and Something Ventured, his documentary film about the start of the VC movement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 10.21.2011

World markets react to the death of Libyan dictator Muammar Qadaffi. Apple, Chipotle, Intel, McDonald's, and Microsoft report earnings. And Groupon prepares for its IPO. Our analysts discuss these stories and share three stocks for the next fifty years. Plus, Honest Tea co-founder Seth Goldman talks about the business of tea. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 09.23.2011

HP names a new CEO. Nike reports big earnings. Netflix deals with another backlash. And McDonald's and Microsoft increase their dividends. Our analysts discuss those stories and share a few stocks on their radar. Plus, CNBC's Scott Wapner talks about the new CNBC documentary, The Coffee Addiction. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 05.27.2011

Google introduces tap-to-pay technology.Hedge fund manager David Einhorn calls for Microsoft CEO Steve Balmer to step down.And Krispy Kreme reports itstenth consecutive quarter of same-store-sales growth. Our analysts tackle those topics and share some stocks on their radar.Plus, corporate governance expert and film critic Nell Minow talks whistleblowers, Netflix, and must-see movies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 05.13.2011

Microsoft bets big on Skype. Disney loses big on Mars. Big oil gets grilled over big tax breaks. Google unveils the Chromebook. And Facebook deals with a public relations fiasco. Plus, New York Times writer Diana Henriques, author of The Wizard of Lies: Bernie Madoff and the Death of Trust, discusses how Bernie Madoff pulled off the biggest Ponzi scheme in history. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 02.11.2011

Our analysts discuss the latest earnings from Chipotle, Cisco, and Disney. We delve into Microsoft's new deal with Nokia and talk retail with Costco CEO and co-founder Jim Sinegal. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 01.28.2011

Microsofts latest quarterly earnings were a mixed bag but well tell you why the stock is poised for success. Plus, the latest earnings analysis on Amazon, Ford, McDonalds, Netflix and more. All that (and more) and well talk emerging markets, global trends, and the future of Lady Gaga with economist Daniel Altman, author of the new book Outrageous Fortunes: The Twelve Surprising Trends That Will Reshape the Global Economy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 01.07.2011

Is Facebook really worth $50 billion? Is GM on the road to recovery? Is Microsoft Kinect the future of television? And does the Starbucks CEO know the difference between a mermaid and a siren? On this weeks Motley Fool Money, we answer those questions and talk with Consumer Electronics Association Chief Economist Shawn DuBravac about some hot tech products at the Consumer Electronics Show in Las Vegas. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 10 29 2010

Who is Todd Combs and what does Warren Buffett see in him? Has Microsoft regained its mojo? And will Kimberly-Clark revolutionize your bathroom?On this week's show, we'll answer those questions, talk about some of the week's big stock market movers, and talk about the business of the mid-term elections with CNBC's John Harwood. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 10 15 2010

Google reports big earnings.Microsoft introduces new phone software.Fed Chief Bernanke says the economy is growing too slowly.And Starbucks says its employees are moving too fast.On this week's "Motley Fool Money", we'll tackle those stories, share some stocks on our radar, and talk vertical farming with Columbia University Professor Dickson Despommier. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 09.24.2010

Warren Buffett says the recession isn't over. Microsoft hikes its dividend. Blockbuster files for bankruptcy. And Wall Street: Money Never Sleeps debuts at the box office. On this week's show, we'll tackle those stories, share some stocks on our radar, and talk with Corporate Library co-founder and film critic Nell Minow. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 06.25.2010

What will the financial reform bill mean for investors? Will Kinnect technology connect for Microsoft? Will technical glitches hurt the new iPhone's reception? On this week's Motley Fool Money Radio Show, we discuss those stories, share three stocks on our radar, and talk with Ted Turner biographer Bill Burke. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 04.23.2010

President Obama goes to Wall Street.Apple, Chipotle, and Netflix report big, big earnings. And Congress debates the future of movie futures. In this week's Motley Fool Money Radio Show, we tackle those stories, discuss the future of Microsoft, and share three stocks on our radar.Corporate Library co-founder and film critic Nell Minow gives her take on financial reform and Kick Ass.And we talk with Washington Post business reporter Frank Ahrens about Goldman Sachs, Fabulous Fab, and the future of satellite radio. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 01.29.2010

Apple introduces the iPad. Toyota issues a massive recall. And Amazon.com, Microsoft, and Netflix report big earnings. On this week's Motley Fool Money Radio Show, we'll tackle those stories, talk with Washington Post tech columnist Rob Pegoraro and Trade-Off author Kevin Maney, and share three stocks on our radar. Plus, we'll talk about the iPad that Apple isn't telling you about. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 10.23.2009

Amazon.com and Netflix report big earnings. Microsoft unveils Windows 7. And the Pay Czar gets down to business. In this installment of Motley Fool Money, we tackle those topics, talk about a new study on the relationship between housework and sex, and share three stock ideas. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 08.21.2009

Amazon.com, Microsoft, and Yahoo! team up against a tech rival. Starbucks announces that it's raising and lowering prices. And the Fed Chief expresses some optimism about the near term. In this installment of Motley Fool Money, we discuss those stories, share three stock ideas, and play a spirited game of "Which S&P 500 stocks have outperformed Google since Google went public five years ago?" Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 07.24.2009

Existing home sales rise for the third straight month. The Dow crosses 9,000 for the first time since January. And Amazon, Apple, Chipotle, eBay, Ford, JP Morgan, McDonalds and Microsoft report earnings. So what does the weeks big business news mean for investors? In this installment of Motley Fool Money, well give our take, offer up 3 stock ideas, and talk about the relative merits of buying shoes online. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money: 05.29.2009

The economy continues to contract and foreclosures continue to rise. General Motors gears up for bankruptcy. And Microsoft adds some Bingto its search. In this installment of Motley Fool Money, Motley Fool analysts Seth Jayson and Shannon Zimmerman explain what it means for investors, air a few beefs, and share a few stock ideas. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rule Breaker Investing

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December 2024 Mailbag: Portfolio-Level Thinking

From a preschool teacher newly inspired to invest at 73 to a lifelong Fool whose Microsoft shares became a 500-bagger, this year-end Mailbag brims with transformational stories. Listeners wrestle with rebalancing versus never sell, explore layering in and out of big winners like Tesla, and reflect on optimism as both delicate and powerful. David highlights multigenerational lessonslike giftingYou Have More Than You Thinkto a nephew-turned-advisorand celebrates that its never too late to start making smarter, happier, and richer choices. This holiday season, embrace the joy of learning from each other, fueling a Foolish momentum into 2025. Host:David Gardner Producer:Desire Jones...

The Deep Wealth Podcast - Unlock Your Deep Wealth—In Business and Life

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Post-Exit Entrepreneur And Now PE Investor Sunny Vanderbeck Reveals Why Business Growth Is Fueled by Company Culture (#347)

Send us Fan MailStay optimistic and dont let the pessimism creep in. -Sunny VanderbeckIn this episode of Deep Wealth, Sunny Vanderbeck, co-founder of Satori Capital, discusses his journey from an Army Ranger to a public company CEO and finally to an investor committed to 'conscious capitalism.' Sunny shares his insights on building and sustaining mid-market companies, emphasizing the importance of creating value for all stakeholders. He talks about Satori Capitals unique approach, which combines an indefinite time horizon and a focus on business rather than just finances.03:45 Sunny's Journey: From Military to Microsoft06:56 Founding Satori Capital14:29 Microsoft's Strategy and Market...

Podcaster, Coach, Happy Engineer Zach White Reveals The Mechanics Of Massive Success In Business And Life (#249)

Send us Fan Mail"Its all OK; youre safe." - Zach WhiteJeffrey Feldberg and Zack White talk about little known but proven strategies to help optimize business and life for happiness and success. Zack shares how his engineering background helps him put success down to a formula that anyone can leverage.From working with Fortune 10 companies like Microsoft and Amazon to solopreneurs, Zack share his insights from the trenches. Jeffrey and Zack talk about the importance of energy and mindset which are fuel for your efforts and ultimate success.Click here to subscribe to The Deep Wealth Podcast to save time and...

Silicon Valley Business Development Master Kurt Davis Shares All On Growing Your Business (#218)

Send us Fan MailDon't go at it alone, make friends and build teams because it's a lot more fun along the way. - Kurt DavisKurt Davis is a technology executive and investor with over two decades of experience building tech startups throughout Silicon valley, Europe and Asia. From 2008 to 2017, he worked with a startup called Boku where he led global business development, focusing on deals with the Apple, Microsoft, Spotify, Sony, and more.Kurt's book Navigate to the Light House, A Silicon Valley Guy to Executing Global Deals. Quantico's boat poo, whose journey from closing small sales deals to...

Mitchell Chi, A Revenue Expert With 7 Successful Exits, Reveals How To Succeed In Business And In Life (#61)

Send us Fan Mail"Life is a journey. Don't be a hitchhiker." - Mitchell ChiMitchell Chi is a strategist with tactical results. As a revenue expert with consistent success in driving top-line growth, Mitchell focuses on helping businesses acquire a new account and increase market share.Mitchell has sold important launch solutions for every firm he's worked for including Apple, Oracle, and Microsoft.'Using his proven sales approach and repeatable execution model Mitchell drives new revenues, acquires new logos, and evalangizes outcomes-based results with stakeholders, CEOs, and CFOs.As an exceptional sales professional Mitchell was a top-five sales manager at Oracle Corporation and a...

The Joseph Carlson Show

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Super Investors Are Buying AI Stocks

00:00 Episode Overview00:50 Chris Hohn Sells Microsoft and Buys Google08:54 Bill Ackman Buys Microsoft and Sells Google13:40 Dev Kantesaria Is Down -20% This Year17:00 Berkshire Sells a LOT of Holdings19:03 Terry Smith's Recent Performance Is Horrible21:40 Pat Dorsey Is Buying Uber23:30 Alta Rock Portfolio Bets Big On Amazon24:15 Brad Gersner Bets Big on AI25:00 Chuck Akre's Fund Will Struggle26:40 Fail Of The Week: Waymo

The Best Investor In The World Just Sold Microsoft

00:00 Episode Overview01:20 Why Chris Hohn Is Selling17:48 Chris Hohn Has Been Wrong Before24:57 Texas Roadhouse Bull Case28:23 Fail Of The Week: Prediction Markets

Four Stocks To Buy After Earnings

00:00 Episode Overview06:45 Meta10:10 Visa & Mastercard11:57 Microsoft13:52 Buffett on The Market Today18:59 Fail Of The Week: Ryan Cohen

This Week Is Going To Be Nuts

00:00:00 - Intro & Qualtrim Overview00:03:17 - Tuesday Earnings (S&P Global, Spotify, Booking, & Robinhood)00:10:43 - The Big Tech "AI Layoff" Myth00:18:06 - Google & Microsoft Expectations00:23:50 - Amazon & Meta Growth Strategies00:27:36 - Apple's Financial Engineering00:28:47 - Elon vs. OpenAI & The Polymarket Fail

The Microsoft Stock Sell-Off Explained

00:00 Overview02:00 Microsoft13:00 Meta18:24 ASML20:08 Mastercard22:00 Tesla

Revealing My $1,400,000 Stock Portfolio Of Compounding Machines

Join Qualtrim, the Stock Analysis platform I built and use, and join over 12,000 other paying members: https://www.qualtrim.com/00:00 Overview01:46 Google06:18 Mastercard09:40 Amazon11:20 S&P Global and Moody's12:45 ASML15:20 Netflix20:12 Microsoft21:06 Costco24:44 Intuit26:33 Salesforce28:10 Texas Roadhouse30:40 Equifax32:30 Duolingo

I Ran Valuation Analysis On The Most Popular Stocks

00:00 Overview03:00 Mastercard08:00 Meta10:24 Adobe14:20 Amazon15:02 Duolingo17:03 Nvidia18:25 Salesforce19:25 Google21:05 Microsoft21:25 Uber22:50 Netflix26:00 Tesla28:10 Palantir29:50 ASML31:30 Paramount Hostile Bid40:50 Fail Of The Week: Waymo vs Kitkat

The Stock Market Valuation Is Worrying Analysts

- Expert warns about "irrational" market- ASML goes above $1,000- Elon Musk goes to war with Netflix- Microsoft raises prices by +50% on Game Pass- FICO goes after Equifax- Peter Lynch Interview Reaction

Here's A Full Look At My $1.3 Million Stock Portfolio

00:00 Overview04:48 Duolingo09:20 Netflix12:47 Amazon14:42 S&P Global16:22 Microsoft18:49 Mastercard20:33 Google26:10 Costco27:53 Intuit29:32 Texas Roadhouse31:12 Booking Holdings33:22 Moody's35:00 Salesforce37:06 Equifax39:22 ASML

Microsoft Just Changed The Game

00:00 Microsoft14:20 Meta22:40 S&P Global25:00 FICO30:00 Mastercard31:30 Spotify

Amazon Microsoft Apple and Meta Report Earnings This Week

00:00 Intro02:20 Spotify06:30 United Health Group09:30 Sofi10:50 Visa & Mastercard12:15 Booking Holdings16:30 Starbucks and Cheesecake Factory18:40 Microsoft26:50 Meta31:01 Apple35:07 Amazon

My Investing Game Plan If The US Goes To War With Iran

00:00 The US and Iran Situation06:00 My Game Plan13:50 Amazon CEO Says Fewer Employees25:30 The Robotaxi Battle Heats Up32:50 Sam Altman Microsoft & Meta Dispute

Ten AI Stocks To Buy Now

00:00 Introduction02:50 Focusing On AI05:00 ASML08:20 Meta09:26 Amazon12:28 Intuit14:40 Nvidia15:50 Salesforce19:10 Microsoft19:50 Google22:00 Oracle23:03 Palantir24:40 Brad Gerstner AI Thoughts33:36 Meta Buys AI Company34:30 Disney Sues AI Company

The 5 Best Growth Stocks for Second Half Of 2025

00:00 Introduction01:30 Quatrim Plug02:30 Portfolio Performance08:00 Netflix Analysis17:40 Amazon Analysis26:51 Google Analysis32:00 Microsoft Analysis35:30 S&P Global Analysis36:50 Meta Full AI Ads40:40 Tom Lee Bull Market

The US-China Trade Deal Explained

00:00 intro02:05 US-China Trade Deal16:03 Biggest Fail Of The Year21:13 Regulation of Pharma Prices28:24 Why Is Microsoft Azure Growing So Fast

Big Tech Just Saved The Stock Market

00:00 Intro02:21 Big Tech vs The Bears07:00 Microsoft Earnings14:00 Apple Earnings 17:46 Meta Earnings22:58 Amazon Earning29:40 Job Report34:15: GTA 6 Delay

Why the Negative GDP Report Isnt What It Seems

00:00 Intro02:00 Portfolio Overview04:55 The Upcoming Recession11:11 S&P Global Earnings17:33 Visa Earnings19:50 Booking Holdings Earnings25:00 FICO Earnings25:48 Spotify Earnings26:46 Microsoft / Meta Upcoming Earnings27:00 Amazon Upcoming Earnings

Big Tech is About To Save The Market

00:00 Intro03:00 S&P Gobal08:22 Spotify11:59 Visa / Mastercard14:20 Booking Holdings18:14 Microsoft22:00 Meta22:30 Amazon34:15 Apple

The Most Undervalued Stocks In The Market

00:00 Introduction04:21 Apple07:25 Google10:18 Costco14:09 FICO16:48 Amazon20:30 S&P Global21:30 Texas Roadhouse24:35 Moody's25:25 Palantir27:45 ASML29:34 Salesforce31:15 Microsoft33:25 VICI33:50 Mastercard36:00 Uber38:15 Intuit39:56 Booking Holdings43:10 Netflix

Nvidia Reports Earnings This Week

00:00 Introduction03:37 Booking Holdings Results06:10 Texas Roadhouse Results08:16 Dominos Results08:49 Hims Earnings15:06 Home Depot & Lowes Earnings16:40 Intuit Earnings21:01 Salesforce Earnings27:00 Nvidia Earnings31:53 Apple $500b investment36:53 Microsoft Cancels Data Leases38:34 Streaming Is Taking Over Cable

Big Tech Is About To Respond To DeepSeek (Earnings Preview)

Apple, Microsoft, Meta, Tesla, ASML, all report earnings this week.

Top Ten Deep Value Stocks For 2025

00:00 Intro 02:04 Alibaba 05:37 Google 06:45 ASML 09:50 Berkshire Hathaway 14:02 Citigroup 16:10 Everest Group 18:45 LVMH 19:33 Moderna 21:31 SLB 22:25 Uber 27:43 Netflix NFL Stream 30:57 Microsoft Forces Copilot

Reviewing The Biggest Earnings This Week

00:00 Intro 02:55 Portfolio Update 09:50 Amazon 23:20 Meta 26:50 Booking Holdings 30:40 Apple 34:26 Microsoft

The Biggest Earnings Week Just Started

00:00 Intro 02:21 Qualtrim Earnings Calendar 06:54 Google 16:14 McDonalds 18:31 Visa 20:30 Microsoft 24:28 Meta 27:35 Booking Holdings 30:10 Starbucks 32:26 Mastercard 33:55 Uber 35:25 Apple 38:54 Amazon

We're Off To An Amazing Start

00:00 Intro 02:07 Portfolio Update 04:11 Texas Roadhouse 08:49 Moody's and S&P Global 10:40 Canadian Pacific 13:18 Tesla 21:55 Microsoft's Subscription Gaming

This Super Investor Sold At The Bottom

00:00 Intro 02:05 Selling At The Bottom 16:30 Moody's Earnings 17:53 Unhappy Amazon Employees Can Quit 23:07 Salesforce vs Microsoft

Reviewing My Entire $700,000 Stock Portfolio

00:00 Intro 02:35 Investment Philosophy 04:35 S&P Global 07:00 Mastercard 09:45 Costco 13:48 Texas Roadhouse 16:53 Moody's 19:35 Booking Holdings 22:10 Salesforce 24:32 VICI 26:54 Intuit 29:20 Microsoft 31:28 Canadian Pacific 34:00 Apple

Google Is Now Officially An Illegal Monopoly

00:00 Intro 02:48 Google Loses Monopoly Case 12:29 Airbnb Slowdown 17:30 Disney Streaming Profits 20:40 Microsoft and CrowdStrike blame Delta

Microsoft Is Selling Off After Earnings

00:00 Intro 04:50 Microsoft Sell Off 09:38 Google Earnings Analysis 12:53 Moody's Earnings 15:40 S&P Global Earnings 16:57 Texas Roadhouse Earnings 21:30 PayPal Earnings 24:15 CrowdStrike Lawsuit 35:10 Cancel Netflix Campaign

Lets talk about earnings this week

00:00 Intro 01:40 McDonalds 05:55 Sofi 09:20 PayPal 12:48 Microsoft 19:00 Starbucks 23:00 WingStop 24:17 Mastercard 26:00 Meta 30:45 Amazon 38:00 Apple 43:18 Booking Holdings

Microsoft Is Spending $100 Billion To Build An AI Super Computer

Microsoft is building a $100 billion AI super computer. Amazon ditches their walk out tech. Disney fights off activist investors. Steve Eisman wants interest rates to stay the same.

Earnings Week 2 Has Started

Microsoft, Google, Apple, Meta, Amazon are all reporting earnings this week! Here's what to expect.

Episode 355 - Microsoft Is Now Unstoppable

Microsoft has somehow managed to become the leader in AI, with a lucky partnership with OpenAI. We discuss the implications this has on the stock and its long-term future.

Episode 352 - Google Is Falling Behind In Cloud

In this episode we discuss the troubles Google has in cloud, along with Microsoft, Meta, Vici, Canadian Pacific earnings reports.

Biggest Earnings Predictions This Week

00:00 Introduction 02:50 My Portfolios 04:25 Coca Cola 06:50 Verizon 09:20 Spotify 11:45 Microsoft 16:15 Google 22:08 Snapchat 23:10 Visa & Mastercard 26:36 Canadian Pacific 27:48 VICI 28:40 Thermo Fisher Scientific 29:50 Texas Roadhouse 30:50 Meta 34:40 Tractor Supply Company 37:10 Amazon 41:56 Chipotle

Google Search May Be In Trouble

The CEO of Microsoft takes the stand in the courtroom and does not hold back against Google. In his testimony, he paints Google out to be a large anti-competitive company that boxes out all viable competition. Google gets the chance to respond.

I Compared My Portfolio Against The S&P 500

00:00 Introduction 04:00 S&P Global 09:40 Mastercard 11:33 VICI 14:50 Apple & Microsoft 17:32 Costco 22:18 Texas Roadhouse 25:09 Intuit 26:07 CPKC & Union Pacific 27:00 Chipotle

The Biggest Earnings Week 2 (My Predictions)

00:00 Intro 02:34 Dominos 06:14 Verizon and AT&T 09:46 Spotify 12:40 Microsoft 16:20 Google 18:40 Snapchat 20:19 Visa and Mastercard 22:35 Union Pacific 24:20 Meta 26:30 Chipotle 28:51 McDonalds 29:44 Crocs 31:50 Intel 33:10 Roku

Episode 332 - Inflation Is Done, What I'm Doing Now

00:00 Preview 01:35 Inflation Is Done 10:16 Microsoft Merger 17:55 Terry Smith Update 24:50 Amazon Prime Day

Episode 319 - Buffett: This Is Way Better Than Any Of Our Companies

00:00 Introduction 02:40 Buffett's General Life Advice 10:31 Understanding Human Behavior 17:50 Emotional Investing 19:28 Is Diversification Necessary 21:45 Elon Musk 26:15 This Business is Way Better Than Any Of Our Companies 30:19 Buffett on Paramount 31:12 Microsoft Merger

Microsoft, Google, Meta Earnings Full Breakdown

Topics covered in this video: - Microsoft, Google, Meta Earnings - Activision being blocked by the UK - Apple winning Epic Games trial - Redditor losing 100k to BBBY stock

Big Earnings This Week (My Predictions)

Google, Meta, Microsoft, Amazon, Chipotle, Mcdonald's, Intel, and much more are reporting earnings this week. In this video, I go through each company and my predictions on how it will play out.

Episode 312 - I Might Spend $10,000 On This Stock Today

The Activision Blizzard Microsoft deal gets closer. In this video I do analysis on the upside potential of investing now.

Episode 304 - Microsoft Just Won The Search Wars

I want to be clear about something, because I don't want this to get taken out of context when Google stock goes up in the future, which I fully expect it will. *I'm bullish on Google and currently have over $10,000 invested in the company in my growth portfolio*.   In terms of Google losing this battle, it's about positioning. Google is already the dominant market leader in search with high margins. This means that they do not have any room for market share gain, and they don't have room to improve margins, in this specific situation, battling Microsoft's Bing, the...

Episode 302 - The Secret Microsoft Will Not Say

A monopoly will never talk about being a monopoly.

The Secret That Microsoft Will Not Say

In Episode 302 we discuss Microsoft's earnings report and the CEO, Satya Nadella pouring cold water on the future outlook of the company.

Big Tech Is Cheap

I believe Amazon, Apple, Microsoft, Google, and Meta are cheap. Here's why.

Episode 293 - Microsoft Is In Trouble

Microsoft is coming under fire for their acquisition of Activision Blizzard.

Joseph Carlson Ep. 259 - Stocks Go Insane! Meta, Google, and Microsoft Earnings (My Reaction)

Qualtrim Insights: https://www.patreon.com/josephcarlson Dividend Portfolio: https://m1finance.8bxp97.net/P09WYq Growth Portfolio: https://m1finance.8bxp97.net/9Wdnv4  Revenue Charts: https://qualtrim.com/

Episode 233: Apple's Master Plan Revealed (Investors Should Know)

In episode 233 we discuss Apple's master plan into becoming more like Microsoft.

Episode 216 - Microsoft To Buy Activision Blizzard For 68 Billion (My Reaction)

In episode 216, we discuss the breaking news that Microsoft has agreed to buy Activision Blizzard for 68 billion dollars.

Episode 173 - My Top Stock Picks Just Had Earnings News

Apple, Microsoft, VICI, and other top dividend stocks just had their earnings report. I give my reactions to their report as well as we discuss Scarlett Johannson suing Disney and the booming trend of buy now pay later. Patreon: https://www.patreon.com/josephcarlson Dividend Portfolio: https://m1finance.8bxp97.net/DVQ6Y2 Growth Portfolio: https://m1finance.8bxp97.net/9WeaW3 Join the Patreon and get access to a discord community with over 1,500 active members. Exclusive episodes, qualtrim (dividend tracking app and website), notifications of buys/sells, and much more. 00:00 Intro 03:30 Apple earnings 10:18 Microsoft earnings 10:56 VICI earnings 20:32 Scarlett Johansson suing Disney 24:27 Paypal buy now pay later trend 28:17 Is...

Episode 149 - Why Media And Code Make People Rich

In this episode, I discuss why Media and Code are two industries that create so much wealth. We also discuss Microsoft's earnings. Patreon: https://www.patreon.com/josephcarlson Growth Portfolio: https://m1finance.8bxp97.net/ORRVBW Dividend Portfolio: https://m1finance.8bxp97.net/b3anNb Merch: https://teespring.com/stores/the-joseph-carlson-show Two Free Stocks: https://act.webull.com/k/naFfOIQZVjzi/main *If you sign up and put in $100 after using that Webull link, you get two free stocks, I get some money, Webull gets a chance to show off their brokerage to you, win-win. Second channel: https://www.youtube.com/channel/UCfCT7SSFEWyG4th9ZmaGYqQ M1 Finance (broker used in video): https://m1finance.8bxp97.net/973xy Instagram: https://www.instagram.com/joecarlsonshow/ Twitter: https://twitter.com/joecarlsonshow Apple Podcast: https://podcasts.apple.com/us/podcast/the-joseph-carlson-show/id1469457886 Have a question for me? Email me: joseph@josephcarlsonshow.com (I won't share your name...

Episode 148 - How To Find High Quality Stocks

In this episode, I review what I think makes a company high quality or low quality. We discuss the pros and cons of financial YouTubers sharing their stock picks and portfolios. And I respond to an email of someone who turned $237 to $30,000 in Dogecoin. Patreon: https://www.patreon.com/josephcarlson Growth Portfolio: https://m1finance.8bxp97.net/ORRVBW Dividend Portfolio: https://m1finance.8bxp97.net/b3anNb Merch: https://teespring.com/stores/the-joseph-carlson-show Microsoft Charts: https://hypercharts.co/msft?r=smtCSTd6 Two Free Stocks: https://act.webull.com/k/naFfOIQZVjzi/main *If you sign up and put in $100 after using that Webull link, you get two free stocks, I get some money, Webull gets a chance to show off their brokerage to you, win win win. Second...

Episode 115 - Microsoft's Push Into Gaming

Microsoft makes another major push into gaming by buying Bethesda. Nikola is in peril and fires Trevor Milton in an effort to salvage the situation. Apple is under pressure from multiple companies forming a "Coalition of App Fairness" to reform Apple's app policies. Enjoy this episode? Please consider subscribing: https://bit.ly/2xwiNdj View My Portfolio: https://m1finance.8bxp97.net/vRkWL Discord + Portfolio website: https://www.patreon.com/josephcarlson M1 Finance (broker used in video): https://m1finance.8bxp97.net/973xy Instagram: https://www.instagram.com/joecarlsonshow/ Twitter: https://twitter.com/joecarlsonshow Apple Podcast: https://podcasts.apple.com/us/podcast/the-joseph-carlson-show/id1469457886 00:00 - Intro 02:08 - Microsoft's push into gaming 10:28 - Nikola is a mess 17:45 - The Coalition of App Fairness 24:10 - How to invest...

Episode 107 - Microsofts Incredibly Dangerous Deal With TikTok

Microsoft is trying to buy TikTok. Warren Buffett keeps buying Bank of America. And Disney reports it's quarterly earnings and subscriber growth. We discuss all of this plus a portfolio update of my dividend portfolio and respond to questions and emails from previous episodes. View My Portfolio: https://m1finance.8bxp97.net/M91K3 Discord (free until first of month) + Dividend Tracker: https://www.patreon.com/josephcarlson M1 Finance (broker used in video): https://m1finance.8bxp97.net/973xy 0:00 Intro 2:41 Microsoft dangerous deal with TikTok 15:15 Portfolio update 18:40 Warren Buffett buying Bank Of America 21:55 Disney subscriber growth 27:43 Tax plans 30:12 How big can Apple get? 32:32 Owning oil stocks...

Episode 105 - Is Bill Ackman Shorting My Portfolio? Hes Short High Yield Companies!

Is Bill Ackman shorting my portfolio? We take look at the high yield companies he is short. Am I giving up on dividend investing? Tesla reports another profitable quarter with one big caveat. And Microsoft continues to gain market share and compete against Slack. View My Portfolio: https://m1finance.8bxp97.net/M91K3 Discord + Dividend Tracker: https://www.patreon.com/josephcarlson M1 Finance (broker used in video): https://m1finance.8bxp97.net/973xy View My Roth IRA: https://m1finance.8bxp97.net/qaBeN 0:00 - Intro 0:45 - Bill Ackman's Short 4:53 - Am I giving up on dividend investing? 12:16 - Do as I say, not as I do 13:29 - Tesla and Microsoft report earnings 19:06...

We Study Billionaires - The Investor's Podcast Network

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TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn OMalley

Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft the $3 trillion incumbent whose entire investment thesis now hinges on two of the most contested questions in technology: whether AI will reinforce or quietly dismantle the software franchises that built the company, and whether the OpenAI partnership is the strategic masterstroke it appeared to be in 2023, or a relationship that is slowly turning from asset into liability. IN THIS EPISODE YOULL LEARN: (00:00:00) Intro (00:01:27) About all major business units (00:12:05) How LinkedIns business works (00:18:24) How the cloud business keeps growing (00:21:17) What the future plans...

TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen

In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stigs pick is Microsoft, the worlds biggest market cap company for good reason. Tobias is pitching Devon Energy, an oil and gas producer with a big upside if youre right about the timing. Haris stocks of choice are Adyen and Block, two fast-growing companies with stronger moats that meet the eye. IN THIS EPISODE YOULL LEARN: 00:00 - Intro 01:51 - Why Hari is bullish on Block and Adyen (Ticker on NYSE: XYZ and on Euronext: ADYEN). 12:48 - The bear case for Block and Adyen,...

TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve

On todays episode, Clay and Kyle give an overview of their best quality stock idea for Q3 2024. This quarter, they discuss Old Dominion Freight Line. Over the past 20 years, Old Dominion has been one of the best performing stocks in the market. This seemingly boring best-in-class trucking company outperformed well-known companies like Amazon, Costco, and Microsoft. Tune into todays episode to hear Clay and Kyles thoughts on Old Dominions business and what the prospective returns might look like going forward. IN THIS EPISODE YOULL LEARN: 00:00 - Intro 02:14 - What is important to know about Old Dominions...

TIP601: Junk to Gold by Billionaire Willis Johnson

On todays episode, Clay shares his biggest takeaways from reading billionaire Willis Johnsons book Junk to Gold. Willis Johnson founded Copart in 1982, and today he is worth over $2.6 billion through his equity ownership in the company.  Copart is one of the most impressive businesses weve studied. Over the past 30 years, the stock has compounded at over 21% per year, outperforming Microsoft, Adobe, and the majority of other stocks. IN THIS EPISODE, YOULL LEARN: 00:00 - Intro 08:15 - The key experiences in Willis Johnsons early life that shaped him. 12:18 - How Willis thought about money and...

RWH034: The High Road To Riches w/ Peter Keefe

In this episode, William Green chats with Peter Keefe, an outstanding investor whos trounced the market over three decades. Here, Peter discusses his timeless investing principles, what he looks for in a great business, how he evaluates the quality of management, why he loves Microsoft & Markel, why managing money is a high calling, & what investors can learn from apex predators. IN THIS EPISODE YOULL LEARN: 00:00 - Intro 02:55 - How Peter Keefe taught himself to invest intelligently. 07:59 - Why he loathed selling stocks as a broker on commission. 28:12 - How Peter built a dazzling record...

TIP575: The Future of AI w/ Bob Muglia

Clay Finck is joined by Bob Muglia to discuss the AI boom, Bobs experience working with Bill Gates, and how he helped lead Snowflake from $0 to $200 million in revenue during his tenure as CEO. Bob Muglia is a prominent technology executive known for his influential roles at Microsoft, including Senior Vice President of the Server & Tools Division, and is also the former CEO of Snowflake, a leading cloud data warehousing company. Bob helped lead Snowflake to go from zero to a $200 million business. Today, he remains a key figure in the tech industry, contributing his expertise...

TIP542: The Crisis is Bigger Than Banks w/ Jeremy Grantham

Trey Lockerbie welcomes back billionaire and legendary investor Mr. Jeremy Grantham. Jeremy has a reputation for accurately predicting future events, including nearly every single bubble bursting over his career. During their conversation, Jeremy shares his thoughts on recent bank failures, Fed policy, and other world issues. IN THIS EPISODE YOULL LEARN: 0:00 - Intro. 01:51 - Jeremys general thoughts on recent bank failures and Fed policy. 12:22 - A look at history and how long bear markets typically last. 36:00 - How Apple and Microsoft are eating the S&P 500? 46:52 - And other significant global concerns that are of...

TIP501: Investing During an Inflationary Environment

IN THIS EPISODE YOULL LEARN: 01:24 -What are the primary drivers of inflation in 2022. 08:34 - How different asset classes perform during inflationary time periods. 21:45 - Why gold and cash flowing real estate can give good inflation protection. 25:36 - Why TIPS can help investors hedge against inflation. 36:39 - Warren Buffetts advice on hedging inflation. 39:57 - Clays intrinsic value analysis of Adobe and Microsoft. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay,...

TIP493: Should CEOs Have Term Limits? w/ Bill George

IN THIS EPISODE, YOU'LL LEARN: 17:01 - Bills early crucibles that helped him evolve into an empathetic leader. 30:25 - How to find your own True North and how to determine whether a company's leader is following their own. 27:26 - How Bill took Medtronic to $60B while cultivating an inclusive culture. 34:25- Why Bill set a 10-year term limit for his time at Medtronic. 37:12 - CEOs that handled the pandemic the right way including Satya Nadella of Microsoft, Mary Barra of GM, Corie Barry of Best Buy and others. 52:42 - Teaching Tracy Britt Cool at Harvard, who...

TIP348: Will Artificial Intelligence Take Over The World? w/ Cade Metz

In 2020, there were six companies that made up 25% of the S&P 500 and you know which ones they are: Facebook, Amazon, Apple, Netflix, Google, and Microsoft. The common denominator driving the growth for all of these companies is Artificial Intelligence. Googles CEO, Sundar Pichai has described the development of AI as more profound than fire or electricity, but it is still very misunderstood. Everyone has a sci-fi image that appears in their head when they hear about AI, but what actually is it? Where did it come from? How fast is it growing? To answer these questions, Trey...

TIP234: Mastermind Discussion 1Q 2019 (Business Podcast)

On today's show, our mastermind group talks about four different stock ideas that might outperform the market.   IN THIS EPISODE YOULL LEARN: If Bed Bad & Beyond is finally trading at a good price for value investors Why Nucor, Steel Dynamics, and the entire industry is trading at appealing prices.  Why its an advantage for investors that Alibaba is a Chinese company and not a US company  If Microsoft is a good defensive investment in an overvalued market  BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other...

TIP209: Billionaire Bill Gates' Lessons (Business Podcast)

On todays show, we are going to be covering billionaire Bill Gates. As many people know, Mr. Gates is the co-founder of Microsoft and he now runs the largest non-profit in the entire world.  IN THIS EPISODE YOULL LEARN: How much you can attribute luck to Bill Gates success How Bill Gates stays focused and motivated  How much money Bill Gates is giving away and why Which tech products that will be developed over the next 15 years Ask The Investors: Is it a problem that we have fewer and fewer listed stocks?  BOOKS AND RESOURCES Join the exclusive TIP Mastermind...

TIP 126 : The Third Wave - A Review of Billionaire Steve Case's Book (Business Podcast)

IN THIS EPISODE, YOULL LEARN: Why the story of AOL is really a story about the Internet. How to negotiate with Microsoft when Bill Gates really wants to crush you. Why and how the Internet will be enabled in all devices in the future. Why the biggest merger in the field of technology failed and what we can learn from it. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Steve Cases book, The Third Wave  Read reviews of this book. Preston and Stigs discussion about...

TIP 112 : Billionaire Paul Allen - Idea Man (Business Podcast)

IN THIS EPISODE, YOULL LEARN: How Bill Gates and Paul Allen founded Microsoft and why it couldnt have happened without their complementary skill sets. Why Bill Gates and Paul Allen had all the right external factors on their side to become billionaires. What you might do when you retire age 30 and have more than a billion dollars. If Microsoft has the right business strategy for the future. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Paul Allens Book, Idea Man  Read reviews of this...