Motley Fool Hidden Gems Investing

1. Nvidia After Jensen Huang: Is the AI Bubble About to Burst?

   13.11.202641 Min.Als Nächstes

   Jensen Huang’s departure from Nvidia has sent shockwaves through the AI industry, raising questions about the company’s future and the broader AI investment boom. Travis Hoium, Lou Whiteman, and Jason Hall …

   Shownotes

   Jensen Huang’s departure from Nvidia has sent shockwaves through the AI industry, raising questions about the company’s future and the broader AI investment boom. Travis Hoium, Lou Whiteman, and Jason Hall discuss whether Nvidia is a buying opportunity, which AI stocks could benefit, and the greatest business leaders and failures of all time. Plus, they examine the impact of higher interest rates and share two stocks on their radar.

   
   

   Travis Hoium, Lou Whiteman, and Jason Hall discuss:

   - Nvidia’s Leadership Crisis

   - AI Industry Fallout

   - Overlooked AI Opportunities

   - Investing Hall of Fame

   - Higher Interest Rates

   - Stocks on Our Radar

   
   

   Companies discussed: Nvidia (NVDA), Alphabet (GOOGL), Amazon (AMZN), Apple (AAPL), Broadcom (AVGO), Forgent Power Solutions (FPS), Fortinet (FTNT), 3M (MMM), Disney (DIS), Texas Instruments (TXN), Arista Networks (ANET), Salesforce (CRM), Microsoft (MSFT), Tesla (TSLA), Toyota (TM), NVR (NVR), Sony (SONY), Honda (HMC), Meta Platforms (META), Alibaba (BABA), Under Armour (UAA), Nike (NKE), Kohl’s (KSS), Brookfield Corporation (BN), QXO (QXO), XPO (XPO), United Rentals (URI).

   
   

   Host: Travis Hoium

   Guests: Lou Whiteman, Jason Hall

   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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

   
   

   We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

   
   

   Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

   
   

   Learn more about your ad choices. Visit megaphone.fm/adchoices

2. Huang is out, Kress is in at Nvidia

   12.11.202624 Min.Als Nächstes

   It’s official, founder and longtime CEO of Nvidia, Jensen Huang, is stepping down, effective immediately. It comes after several days of reporting on Huang’s personal relationships with his subordinates and a …

   Shownotes

   It’s official, founder and longtime CEO of Nvidia, Jensen Huang, is stepping down, effective immediately. It comes after several days of reporting on Huang’s personal relationships with his subordinates and a Chinese spy. Jon, Matt, and Tyler  react to the sudden resignation, what CFO Colette Kresse needs to do to “right the ship” in the interim CEO role, and some of the longer term consequences that could stem from this groundshaking news. Plus, earnings season continues and Brad Jacobs is at it again, so we pitched him some ideas.

   
   

   Have a question? Email us; [email protected]

   
   

   Tyler Crowe, Jon Quast and Matt Frankel discuss:

   - Jensen Huang stepping down

   - Nvidia’s short & long term challenges

   - Forgent Power Solutions

   - Brad Jacob’s next “industry consolidation” strategy

   
   

   Companies discussed: NVDA, GOOG, MSFT, FPS, FIX, URI, QXO, RXO, GXO, XPO

   
   

   Host: Tyler Crowe

   Guests: Matt Frankel, 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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

   
   

   We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

   
   

   Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

   
   

   Learn more about your ad choices. Visit megaphone.fm/adchoices

3. Is Microsoft’s Office Moat In Trouble?

   11.11.202618 Min.Als Nächstes

   Anthropic’s new productivity tools are taking aim at Microsoft Office, but can they break Microsoft’s grip on enterprise customers? Meanwhile, CoreWeave’s explosive revenue growth comes with mounting debt and …

   Shownotes

   Anthropic’s new productivity tools are taking aim at Microsoft Office, but can they break Microsoft’s grip on enterprise customers? Meanwhile, CoreWeave’s explosive revenue growth comes with mounting debt and questions about long-term profitability. Travis Hoium, Lou Whiteman, and Rachel Warren also discuss SoftBank’s canceled power equipment orders and what they mean for AI infrastructure demand.

   
   

   Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

   - Anthropic Challenges Microsoft

   - Microsoft’s Enterprise Moat

   - CoreWeave’s Debt Risks

   - AI Compute Economics

   - SoftBank’s AI Pullback

   - AI Infrastructure Demand

   
   

   Companies discussed: Microsoft (MSFT), Alphabet (GOOGL), Salesforce (CRM), Adobe (ADBE), CoreWeave (CRWV), Nvidia (NVDA), Amazon (AMZN), SoftBank (SFTBY), GE Vernova (GEV), Howmet Aerospace (HWM), Bloom Energy (BE)

   
   

   Host: Travis Hoium

   Guests: Lou Whiteman, Rachel Warren

   Engineer: Dan Boyd, Bart Shannon

   
   

   Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

   
   

   We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

   
   

   Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

   
   

   Learn more about your ad choices. Visit megaphone.fm/adchoices

4. Nvidia’s Key Man Problem

   10.11.202624 Min.Als Nächstes

   What started as a couple of salacious back page headlines has spiraled into a major leadership conundrum for Nvidia. As more reports come out related to the Jensen Huang/Huang Le scandal, the board has launched …

   Shownotes

   What started as a couple of salacious back page headlines has spiraled into a major leadership conundrum for Nvidia. As more reports come out related to the Jensen Huang/Huang Le scandal, the board has launched an investigation into Jensen’s actions. Matt, Lou, and Tyler take a look at the unique challenges for Nvidia when it comes to leadership and the investing lessons to come from this affair. Plus. Rocket Lab’s & The Trade Desk’s earnings and Anthropic’s IPO price.

   
   

   Have a question? Email us; [email protected]

   
   

   Tyler Crowe, Lou Whiteman, and Matt Frankel discuss:

   
   

   - The importance of Jensen Huang to Nvidia’s future

   - Key man risk and the challenges of succeeding a founder CEO

   - Rocket Lab’s earnings

   - The Trade Desk’s earnings

   -Anthropic’s IPO raise

   
   

   Companies discussed: NVDA, MSFT, GOOG, AAPL, SPCX, RKLB, TTD, ANT

   
   

   Host: Tyler Crowe

   Guests: Matt Frankel, Lou Whiteman

   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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

   
   

   We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

   
   

   Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

   
   

   Learn more about your ad choices. Visit megaphone.fm/adchoices

5. A New Catalyst for Coinbase?

   09.11.202624 Min.Als Nächstes

   Berkshire Hathaway reported financial results over the weekend, providing investors with insights from the world of insurance. It was also the company’s biggest quarters for buybacks in years, giving Jon, Matt …

   Shownotes

   Berkshire Hathaway reported financial results over the weekend, providing investors with insights from the world of insurance. It was also the company’s biggest quarters for buybacks in years, giving Jon, Matt, and Rachel a chance to talk about the important concept of intrinsic value, and whether Berkshire stock trades below its intrinsic value. To wrap up, the team talked about Coinbase’ new federal approval with the OCC before closing up with insights from the world of enterprise software, courtesy of monday.com’s latest quarterly financial report.

   
   

   Jon Quast, Matt Frankel, and Rachel Warren discuss:

   
   

   -Berkshire’s declining insurance profit and pivot towards playing offense.

   -Berkshire’s $9.6 billion buyback, which is a big step up from recent years.

   -Coinbase’s national trust company approval.

   -Our analysts’ outlook on the crypto market.

   -monday.com’s Q3 results and AI initiatives.

   -The company’s large buyback while revenue growth declines.

   
   

   Companies discussed: Berkshire Hathaway (BRK.A)(BRK.B), Coinbase (COIN), monday.com (MNDY)

   
   

   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, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

   
   

   We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

   
   

   Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

   
   

   Learn more about your ad choices. Visit megaphone.fm/adchoices

6. Ice Cube Is Taking the BIG3 Public — And He Wants You to Own a Piece

   08.11.202621 Min.Als Nächstes

   For the first time in sports history, a professional league is going public — and Ice Cube wants everyday fans to be the ones buying in. Motley Fool host Matt sits down with Ice Cube, founder and CEO of the …

   Shownotes

   For the first time in sports history, a professional league is going public — and Ice Cube wants everyday fans to be the ones buying in. Motley Fool host Matt sits down with Ice Cube, founder and CEO of the BIG3 basketball league, to talk about what’s behind the decision to list on NASDAQ under the ticker symbol TONT. They get into how the league went from a basketball hangover to a global vision, how the franchise model is scaling, what surviving COVID proved about the league’s staying power, and why Ice Cube believes this is a once-in-a-lifetime opportunity for investors who’ve been locked out of sports ownership until now.

   
   

   Host: Matt Frankel

   Guest: Ice Cube

   Producers: Bart Shannon, Lauren Budabin

   
   

   Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

   
   

   We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

   
   

   Learn more about your ad choices. Visit megaphone.fm/adchoices

   
   

   Learn more about your ad choices. Visit megaphone.fm/adchoices

7. Tax-Savvy Ways to Support Charities and Family

   07.11.202623 Min.Als Nächstes

   November is the month of gratitude and the beginning of the season of giving. So for this month’s installment of the 2026 Financial Planning Challenge, Robert Brokamp and Stephanie Marini discuss tax-smart ways …

   Shownotes

   November is the month of gratitude and the beginning of the season of giving. So for this month’s installment of the 2026 Financial Planning Challenge, Robert Brokamp and Stephanie Marini discuss tax-smart ways to give to charities – and how to gift investments to family members, because nothing says “I love you” like compounding growth.
   

   Topics covered:
   -New rules for 2026 about deducting charitable contributions
   -The benefits of donating appreciated investments, and how to do it
   -The benefits of donor-advised funds and qualified charitable distributions
   -The tax consequences of giving money or investments to friends or relatives
   -Three non-profits to consider supporting: CURE Childhood Cancer (CUREchildhoodcancer.org), Together We Bake (Togetherwebake.org), and the Fool Community Foundation (Foolfoundation.org)
   

   Host: Robert Brokamp, CFP®, EA
   Guest: Stephani Marini, CFP®, CRPC®
   Engineer: Bart Shannon

   
   

   
   

   Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

   
   

   We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

   
   

   Learn more about your ad choices. Visit megaphone.fm/adchoices

   Learn more about your ad choices. Visit megaphone.fm/adchoices

8. Nasdaq In Freefall: Is the AI Trade Ending?

   06.11.202641 Min.Als Nächstes

   AI stocks took a hit this week, but does the selloff signal a lasting shift in the market’s biggest trade? Travis Hoium, Lou Whiteman, and Emily Flippen discuss the future of AI spending, companies fighting …

   Shownotes

   AI stocks took a hit this week, but does the selloff signal a lasting shift in the market’s biggest trade? Travis Hoium, Lou Whiteman, and Emily Flippen discuss the future of AI spending, companies fighting disruption, and Tesla’s shifting EV strategy. They also challenge assumptions about Google Search, S&P 500 diversification, and Big Tech’s staying power before putting two beaten-down stocks on their radar.

   
   

   Travis Hoium, Lou Whiteman, and Emily Flippen discuss:

   - Is AI Over?

   - Non-AI Opportunities

   - Tesla Ends Cybertruck

   - Are We Sure?

   - Big Tech Risks

   - Stocks On Our Radar

   
   

   Companies discussed: Nvidia (NVDA), Duolingo (DUOL), Uber Technologies (UBER), Alphabet (GOOGL), Datadog (DDOG), Tesla (TSLA), Meta Platforms (META), Apple (AAPL), Rivian Automotive (RIVN), Volkswagen (VWAGY), Microsoft (MSFT), Axon Enterprise (AXON), Zebra Technologies (ZBRA)

   
   

   Host: Travis Hoium

   Guests: Lou Whiteman, Emily Flippen

   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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

   
   

   We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

   
   

   Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

   Learn more about your ad choices. Visit megaphone.fm/adchoices

9. Stock Market Slumps, Qualcomm & Quick Serve Earnings, and a Robotics IPO

   05.11.202623 Min.Als Nächstes

   Today’s stock drop may have caught a lot of people off guard, but that is the price we pay to invest in stocks. Knowing how to control one’s emotions on these types of days can be just as important as picking …

   Shownotes

   Today’s stock drop may have caught a lot of people off guard, but that is the price we pay to invest in stocks. Knowing how to control one’s emotions on these types of days can be just as important as picking the right stocks. Plus, Qualcomm, Cava, and Dutch Bros earnings and a first look at robotics stock Agility Robotics

   
   

   Have a question? Email us; [email protected]

   
   

   Jon Quast, Tyler Crowe, and Matt Frankel discuss:

   - “Emotional hedges” for big down days

   - Qualcomm’s earnings & its SpaceX deal

   - Is a slower data center buildout actually good?

   - Cava & Dutch Bros earnings

   - First Look: Agility Robotics

   
   

   Companies discussed: QCOM, AAPL, QCOM, SPCX, TMUS. VZ, T, CAVA, BROS, AGLT, NVDA, AMZN,

   
   

   Host: Tyler Crowe

   Guests: Matt Frankel, 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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

   
   

   We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

   
   

   Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

   Learn more about your ad choices. Visit megaphone.fm/adchoices

10. AMD's Earnings & Why Stocks Are Surging Today

    04.11.202617 Min.Als Nächstes

    Stocks are rallying after the midterm elections, but does the outcome really matter for long-term investors? AMD's blockbuster earnings show that AI infrastructure spending is still accelerating, even as …

    Shownotes

    Stocks are rallying after the midterm elections, but does the outcome really matter for long-term investors? AMD's blockbuster earnings show that AI infrastructure spending is still accelerating, even as questions about returns on investment remain. Plus, CVS announces plans to split into two publicly traded companies, potentially unwinding decades of consolidation.

    
    

    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

    - Today's Market Pop

    - Elections and Stocks

    - AMD's AI Earnings

    - AI Infrastructure Spending

    - CVS's Breakup Plans

    - Healthcare Industry Consolidation

    
    

    Companies discussed: Comfort Systems USA (FIX), Advanced Micro Devices (AMD), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOGL), Nvidia (NVDA), CVS Health (CVS), Amazon (AMZN).

    
    

    Host: Travis Hoium

    Guests: Lou Whiteman, 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, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

11. Is Apple Losing Its Memory?

    03.11.202624 Min.Als Nächstes

    This was the first earnings report for Apple under new CEO John Ternus. Despite the leadership change, there were a lot of similar themes to the time of CEO Tim Cook: supply chain challenges and what to do with …

    Shownotes

    This was the first earnings report for Apple under new CEO John Ternus. Despite the leadership change, there were a lot of similar themes to the time of CEO Tim Cook: supply chain challenges and what to do with all that extra cash. Matt, Lou, and Tyler take a look at Apple’s earnings under new leadership and speculate what they should do with that excess cash. Plus, Shopify and Palantir’s earnings misses, SpaceX acquisition rumors, and a shakeup among oil refineries.

    
    

    Have a question? Email us; [email protected]

    
    

    Tyler Crowe, Lou Whiteman, and Matt Frankel discuss:

    - Apple’s same old earnings and supply chain challenges.

    - What should Apple do with its massive cash pile

    - Palantir’s earnings & how much more government work it can get.

    - Shopify’s less than perfect earnings

    - SpaceX rumors to do “something” with Boost Mobile

    - Carl Icahn’s CVR Energy Buys Refineries for $4 billion

    
    

    Companies discussed: AAPL, BRK.B, MU, NVDA, SHOP, PLTR, SPCX, CVI, MPC

    
    

    Host: Tyler Crowe

    Guests: Matt Frankel, Lou Whiteman

    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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

12. Marvell’s Trillion-Dollar Target

    02.11.202626 Min.Als Nächstes

    Custom silicon company Marvell wants to acquire Lumentum at $115 billion, dwarfing many previous deals in the publicly-traded tech space. Jon, Matt, and Rachel talk about why Marvell is so eager to bring this …

    Shownotes

    Custom silicon company Marvell wants to acquire Lumentum at $115 billion, dwarfing many previous deals in the publicly-traded tech space. Jon, Matt, and Rachel talk about why Marvell is so eager to bring this optic technology in-house and what it could mean for the competitive landscape. The team also tackles the terms of the deal before ending the episode with a question from the mailbag from a listener sitting on a greater-than 50% loss in a concentrated portfolio.
    Jon Quast, Matt Frankel, and Rachel Warren discuss:
    -Marvell’s huge swing to acquire Lumentum
    -How Lumentum helps it better compete with powerhouse Broadcom
    -The terms of the deal and what it means for investors
    -What the deal could mean for Marvell stock
    -Mailbag: What to do when you’re young and sitting on big investment losses
    Companies discussed: Marvell (MRVL), Lumentum (LITE), Broadcom (AVGO)
    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, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

    Learn more about your ad choices. Visit megaphone.fm/adchoices

13. Three Questions Every Investor Should Ask About Any Management Team

    01.11.202631 Min.Als Nächstes

    A record number of CEOs have departed for two years running — and it's not because they lacked intelligence or experience. It's because the map they were using became outdated overnight. Motley Fool analyst …

    Shownotes

    A record number of CEOs have departed for two years running — and it's not because they lacked intelligence or experience. It's because the map they were using became outdated overnight.

    Motley Fool analyst Rachel Warren talks with Cornelia Choe — international leadership expert, former Morgan Stanley private equity investor, and co-author of The Panoramic Leader — about the hidden warning signs that a management team is operating on autopilot, the three questions she uses to immediately assess whether leadership is truly on top of what's happening, and why in a world where AI has commoditized knowledge, the executives who can see around corners will be the ones worth betting on. 

    
    

    Host: Rachel Warren

    Guest: Cornelia Choe

    Producers: Bart Shannon, Lauren Budabin 

    
    

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices⁠

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

14. Financial Horror Stories, Vol. 5: The All-Monster Edition

    31.10.202656 Min.Als Nächstes

    The witching hour approaches! For the fifth consecutive year, Motley Fool financial planning expert Robert Brokamp joined Motley Fool co-founder David Gardner on his Rule Breaker Investing podcast to tell tales …

    Shownotes

    The witching hour approaches! For the fifth consecutive year, Motley Fool financial planning expert Robert Brokamp joined Motley Fool co-founder David Gardner on his Rule Breaker Investing podcast to tell tales of financial terror. For this Halloween episode of the Hidden Gems Investing podcast, we’re airing this year’s tales of seven financial frights.
    

    A haunted house full of lessons. From retirement accounts with skeletons in their closets to terrifying tax traps and dangers hiding in plain sight, David and Bro venture into the dollar-denominated dungeon—and share a few tricks for escaping with your wealth, and your wits, intact.
    

    Enter this Hidden Gems/Rule Breaker crossover episode -- if you dare!
    

    Host: David Gardner
    Guest: Robert Brokamp, CFP®, EA
    Engineer: Bart Shannon

    
    

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    Learn more about your ad choices. Visit megaphone.fm/adchoices

15. Is Wall Street Turning on AI?

    30.10.202641 Min.Als Nächstes

    Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments …

    Shownotes

    Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments, and what these developments mean for investors. Plus, five hypothetical blockbuster acquisitions and two AI infrastructure stocks worth watching.

    
    

    Travis Hoium, Jason Hall, and Asit Sharma discuss:

    - Alphabet’s AI Selloff

    - Big Tech Cash Flow

    - Anthropic’s IPO Filing

    - AI Infrastructure Risks

    - Blockbuster Acquisition Ideas

    - Stocks on Our Radar

    
    

    Companies discussed: Alphabet (GOOGL), Microsoft (MSFT), Oracle (ORCL), CoreWeave (CRWV), Apple (AAPL), Meta Platforms (META), Amazon (AMZN), Broadcom (AVGO), Disney (DIS), Tencent (TCEHY), Netflix (NFLX), McDonald's (MCD), Chipotle Mexican Grill (CMG), Coca-Cola (KO), Nvidia (NVDA), Taiwan Semiconductor Manufacturing (TSM), Samsung Electronics (005930.KS), Adobe (ADBE), Figma (FIG), Berkshire Hathaway (BRK.B), Costco (COST), Ciena (CIEN), Marvell Technology (MRVL), Lumentum (LITE).

    
    

    Host: Travis Hoium

    Guests: Jason Hall, Asit Sharma

    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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

16. Alphabet Almost Sets a Record No One Wants

    29.10.202624 Min.Als Nächstes

    Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received …

    Shownotes

    Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about the two big reports, as well as some lesser-known companies downstream that are benefitting from massive AI infrastructure spend. Finally, the team closes discussing things from the world of mergers and acquisitions.

    
    

    Have a question? Email us; [email protected]

    
    

    Tyler Crowe, Jon Quast, and Matt Frankel discuss:

    
    

    -Alphabet’s spending continues to go up

    -Microsoft is rewarded for having more moderate capex

    -Why investors are worried about GE Vernova’s massive backlog

    -Why KLA Corp has an amazing tailwind

    -What could potentially be the start of a troubling trend for Sterling Infrastructure

    -Rumors of Marvell Technology acquiring Lumentum and other M&A deals

    
    

    Companies discussed: Alphabet (GOOG)(GOOGL), Microsoft (MSFT), GE Vernova (GEV), KLA Corp (KLAC), Sterling Infrastructure (STRL), DoorDash (DASH), Instacart (CART), Marvell Technology (MRVL), Lumentum (LITE), NextEra Energy (NEE), Dominion Energy (D), AMD (AMD)

    
    

    Host: Tyler Crowe

    Guests: Matt Frankel, 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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

    Learn more about your ad choices. Visit megaphone.fm/adchoices

17. Is Robinhood Stock Too Expensive?

    28.10.202618 Min.Als Nächstes

    Robinhood's growth is slowing, but new products and subscription revenue could offer a path forward. Oracle is diversifying beyond Nvidia as competition in AI chips heats up. Meanwhile, Microsoft's latest …

    Shownotes

    Robinhood's growth is slowing, but new products and subscription revenue could offer a path forward. Oracle is diversifying beyond Nvidia as competition in AI chips heats up. Meanwhile, Microsoft's latest voluntary buyout offers raise questions about how Big Tech will fund its massive AI investments and whether artificial intelligence is actually making companies more efficient.

    
    

    Travis Hoium, Lou Whiteman, and Matt Frankel discuss:

    - Robinhood's Slowing Growth

    - Gold Momentum

    - Oracle's AI Chip Strategy

    - Nvidia's Growing Competition

    - Microsoft's Voluntary Buyouts

    - Growth or Cost Cuts?

    
    

    Companies discussed: Robinhood (HOOD), SoFi Technologies (SOFI), Charles Schwab (SCHW), Interactive Brokers (IBKR), DraftKings (DKNG), Oracle (ORCL), Nvidia (NVDA), Alphabet (GOOGL), Taiwan Semiconductor Manufacturing (TSM), Broadcom (AVGO), Microsoft (MSFT), Block (XYZ)

    
    

    Host: Travis Hoium

    Guests: Lou Whiteman, Matt Frankel

    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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

18. SoFi’s Earnings Shine While PayPal & Boeing’s Earnings Look “Meh”

    27.10.202623 Min.Als Nächstes

    When a bank’s earnings cause the stock to pop more than 15%, then something definitely went right. At least that is what appears to have happened at SoFi this most recent quarter thanks to an earnings beat and …

    Shownotes

    When a bank’s earnings cause the stock to pop more than 15%, then something definitely went right. At least that is what appears to have happened at SoFi this most recent quarter thanks to an earnings beat and raised guidance. Matt, Lou, and Tyler look at the highlights of the earnings reports and poke some holes into the thesis. Plus, Paypal’s earnings show a company in search of different shareholders, who’s to blame for Boeing’s persistent earnings misses, and why Instacart may be in a rush to close a deal.

    
    

    Have a question? Email us; [email protected]

    
    

    Tyler Crowe, Lou Whiteman, and Matt Frankel discuss:

    - SoFi’s earnings and why the market can’t make up its mind about the stock.

    - PayPal is a cash generator that no one seems to want

    -Boeing runs to production problems (again)

    -Are airlines going to have less appetite for new planes soon?

    -Instacart is shopping itself to potential buyers

    
    

    Companies discussed: SOFI, PYPL, BA, EADSY, RTX, GE, JBLU, DAL, CART, DASH, UBER

    
    

    Host: Tyler Crowe

    Guests: Matt Frankel, Lou Whiteman

    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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

    Learn more about your ad choices. Visit megaphone.fm/adchoices

19. Anthropic’s $500 Billion Question

    26.10.202619 Min.Als Nächstes

    Anthropic's highly anticipated IPO filing reveals explosive growth, surprisingly strong financials, and nearly $500 billion in future AI computing commitments. Meanwhile, Meta looks to raise $95 billion as AI …

    Shownotes

    Anthropic's highly anticipated IPO filing reveals explosive growth, surprisingly strong financials, and nearly $500 billion in future AI computing commitments. Meanwhile, Meta looks to raise $95 billion as AI infrastructure companies face mounting financing pressures. Plus, Verizon delivers strong earnings, but investors remain worried about competition from SpaceX's Starlink.

    
    

    Travis Hoium, Lou Whiteman, and Matt Frankel discuss:

    - Anthropic's IPO Filing

    - AI Computing Commitments

    - Meta's $95 Billion Fundraise

    - Neocloud Financing Challenges

    - Verizon's Strong Earnings

    - Starlink's Wireless Threat

    
    

    Companies discussed: Alphabet (GOOGL), Amazon (AMZN), Microsoft (MSFT), Meta Platforms (META), CoreWeave (CRWV), Nebius Group (NBIS), MercadoLibre (MELI), Verizon Communications (VZ), AT&T (T), T-Mobile US (TMUS)

    
    

    Host: Travis Hoium

    Guests: Lou Whiteman, Matt Frankel

    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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

20. America's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street

    25.10.202626 Min.Als Nächstes

    The wealthiest people in America aren't who you think they are. Together, they have more net worth than the Forbes 400 by a factor of ten — and almost no one has heard of them. Motley Fool analyst Rachel Warren …

    Shownotes

    The wealthiest people in America aren't who you think they are. Together, they have more net worth than the Forbes 400 by a factor of ten — and almost no one has heard of them. Motley Fool analyst Rachel Warren talks with Eric Zwick, professor of economics at the University of Chicago Booth School of Business and co-author of The Everywhere Millionaire, about the decade of research that rewrote what he thought he knew about wealth, inequality, and the American economy.

    They get into who actually makes up the top one percent, what these Main Street millionaires can teach public market investors about capital allocation and competition, and the economic indicators worth watching right now if you want to track the health of the businesses that actually power most of the country. 

    
    

    Host: Rachel Warren

    Guest: Eric Zwick

    Producers: Bart Shannon, Lauren Budabin 

    
    

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    Learn more about your ad choices. Visit megaphone.fm/adchoices

21. When to Contribute or Convert to a Roth Account

    24.10.202624 Min.Als Nächstes

    There’s an old saying about investing: It’s not what you make, it’s what you keep. Because you aren’t the only owner of your portfolio; you have a co-owner named Uncle Sam, and he eventually will want his share …

    Shownotes

    There’s an old saying about investing: It’s not what you make, it’s what you keep. Because you aren’t the only owner of your portfolio; you have a co-owner named Uncle Sam, and he eventually will want his share in the form of taxes.

    
    However, you can limit how much of your returns you lose to taxes by investing in a Roth retirement account, which offers tax-free growth and withdrawals. But there’s a trade-off: In a year when you contribute or convert to a Roth, you usually pay more in income taxes.
    Host Robert Brokamp discusses when a Roth makes sense with Wade Pfau, the founder of RetirementResearcher.com, the director of retirement research at McLean Asset Management, the co-host of the Retire With Style podcast, and the author of more than 60 research articles and four books, including “The Retirement Planning Guidebook.”
    

    Topics covered:
    -Who should contribute or convert to a Roth account
    -Why thinking just in terms of tax brackets doesn’t paint the whole tax picture
    -The sometimes faulty assumptions made by online tools
    -Why Roth accounts benefit retirees who may be subject to substantial required minimum distributions or Medicare surcharges
    -What types of investments are best for Roth accounts
    

    Host: Robert Brokamp, CFP®, EA
    Guest: Wade Pfau, Ph.D., CFA, RICP
    Engineer: Bart Shannon

    
    

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    Learn more about your ad choices. Visit megaphone.fm/adchoices

22. Is the AI Bubble Popping?

    23.10.202641 Min.Als Nächstes

    Is the AI boom running out of steam, or is the market simply taking a breather? Travis Hoium, Lou Whiteman, and Jason Hall discuss growing concerns over AI spending, SpaceX's ambitious expansion plans, and …

    Shownotes

    Is the AI boom running out of steam, or is the market simply taking a breather? Travis Hoium, Lou Whiteman, and Jason Hall discuss growing concerns over AI spending, SpaceX's ambitious expansion plans, and signs of weakness in the American consumer. The team also makes bold predictions about the future of AI, Apple, Rocket Lab, and Netflix before highlighting two stocks on their radar.

    
    

    Travis Hoium, Lou Whiteman, and Jason Hall discuss:

    - AI Bubble Fears

    - SpaceX's Spending Ambitions

    - Consumer Spending Weakness

    - Over/Under

    - Netflix's Growth Challenges

    - Stocks on our Radar

    
    

    Companies discussed: Meta Platforms (META), SpaceX (SPCX), Alphabet (GOOGL), Microsoft (MSFT), Amazon (AMZN), Tesla (TSLA), General Motors (GM), Deckers Outdoor (DECK), Nike (NKE), TJX Companies (TJX), Meritage Homes (MTH), Rocket Lab (RKLB), Apple (AAPL), Netflix (NFLX), Intuitive Surgical (ISRG), MSCI (MSCI).

    
    

    Host: Travis Hoium

    Guests: Lou Whiteman, Jason Hall

    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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

23. Did IBM Just Tell the Truth About AI?

    22.10.202626 Min.Als Nächstes

    Lam Research is a semiconductor machine business that’s breaking records, but its stock price has been cut nearly in half from highs in 2026. Jon, Matt, and Lou talk about historical cyclicality as well as …

    Shownotes

    Lam Research is a semiconductor machine business that’s breaking records, but its stock price has been cut nearly in half from highs in 2026. Jon, Matt, and Lou talk about historical cyclicality as well as present strengths before giving their opinions of whether it’s a good stock to buy right now. The team also discusses how the Iran conflict impacts some under-appreciated things in the economy before closing with IBM’s unique perspective on the state of the AI market.

    
    

    Jon Quast, Matt Frankel, and Lou Whiteman discuss:

    -Lam Research’s recurring services business

    -Advanced packing in the semiconductor industry and why it matters

    -The helium shortage

    -Rising agricultural costs

    -IBM’s unique take on AI spending

    -What could boost IBM’s business

    
    

    Companies discussed: Lam Research (LRCX), ASML (ASML), Applied Materials (AMAT), Nvidia (NVDA), Micron (MU), Samsung, SK Hynix (SKHY), IBM (IBM)

    
    

    Host: Jon Quast

    Guests: Matt Frankel, Lou Whiteman

    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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

24. SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?

    21.10.202623 Min.Als Nächstes

    Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual revenue run …

    Shownotes

    Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual revenue run rate by the end of 2027. Travis Hoium, Lou Whiteman, and Jon Quast break down SpaceX’s transformation into an AI powerhouse, the risks of massive data center investments, and a potential merger with Tesla.
    Travis Hoium, Lou Whiteman, and Jon Quast discuss:
    - Netflix’s Slowing Growth
    - Streaming Advertising Opportunities
    - SpaceX’s AI Transformation
    - Musk’s Trillion-Dollar Ambitions
    - AI Infrastructure Risks
    - Tesla SpaceX Merger
    Companies discussed: Netflix (NFLX), Apple (AAPL), Alphabet (GOOGL), Disney (DIS), SpaceX (SPCX), Tesla (TSLA), T-Mobile (TMUS), Cloudflare (NET), Amazon (AMZN), Meta Platforms (META), Vertiv (VRT), Nvidia (NVDA)
    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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

    Learn more about your ad choices. Visit megaphone.fm/adchoices

25. GE & GM Earnings and Deals, Deals, Deals

    20.10.202624 Min.Als Nächstes

    Third quarter earnings reports are coming in fast, but this week kicks off with two Hidden Gem stocks making acquisitions to shore up their businesses. Lou, Matt, and Tyler discuss Salesforce's acquisition of …

    Shownotes

    Third quarter earnings reports are coming in fast, but this week kicks off with two Hidden Gem stocks making acquisitions to shore up their businesses. Lou, Matt, and Tyler discuss Salesforce's acquisition of Braze and Tradeweb Market’s Trumid acquisition. Plus, a mailbag about building supply company QXO.

    Have a question? Email us; [email protected]

    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:

    - GE’s earnings in a time of high fuel prices

    - GM’s earnings (also in a time of high fuel prices)

    - $CRM’s deal for $BRZE

    -$TW’s deal for Trumid

    -Mailbag

    Companies discussed: GE, GM, F, CRM, BRZE, TW, QXO

    Host: Tyler Crowe

    Guests: Matt Frankel, Lou Whiteman

    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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

    Learn more about your ad choices. Visit megaphone.fm/adchoices

26. Investors Shoot for the Moon

    19.10.202624 Min.Als Nächstes

    Description: The quantum computing space needs to make progress on error correction before quantum computers are useful, and in the past week, both Alphabet and Quantinuum have made announcements regarding …

    Shownotes

    Description: The quantum computing space needs to make progress on error correction before quantum computers are useful, and in the past week, both Alphabet and Quantinuum have made announcements regarding substantial progress in this area. Jon, Matt, and Tyler break down this news before turning to the subject of moonshot investing. The team then closes out the episode with a question from the mailbag regarding the risk to big tech companies from open-source AI models.

    
    Jon Quast, Matt Frankel, and Tyler Crowe discuss:
    -Quantinuum’s record-breaking error correction
    -Alphabet’s own quantum computing magic
    -Novel power solutions
    -The potential for electric vertical takeoff and landing (eVTOL)
    -The risk of open source AI for big tech
    -Why today’s valuation doesn’t predict tomorrow’s profits

    
    Companies discussed: Quantinuum (QNT), Alphabet (GOOG)(GOOGL), Microsoft (MSFT), Amazon (AMZN), Nvidia (NVDA), Meta Platforms (META)
    

    Host: Jon Quast
    Guests: Matt Frankel, Tyler Crowe
    Engineer: Bart Shannon

    
    

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    Learn more about your ad choices. Visit megaphone.fm/adchoices

27. Why the Companies Most at Risk of Disruption Are Usually the Most Successful Ones

    18.10.202633 Min.Als Nächstes

    Disruption rarely arrives from the direction an industry expects. It came for retail from a bookseller in Seattle, for taxis from software engineers who had never driven one, and for photography from a camera …

    Shownotes

    
    

    Disruption rarely arrives from the direction an industry expects. It came for retail from a bookseller in Seattle, for taxis from software engineers who had never driven one, and for photography from a camera company that had already invented the future but couldn't bring itself to use it. Motley Fool analyst Rachel Warren talks with Jeffrey Cole — founder of the World Internet Project, director of USC's Center for the Digital Future, and author of Disruptors at the Gate — about the patterns that repeat every time an industry gets blindsided, why most CEOs are structurally prevented from doing what it takes to survive disruption, and what investors should be watching right now as AI, quantum computing, and a wave of landmark IPOs reshape the landscape. 

    
    

    Host: Rachel Warren

    Guest: Jeffrey Cole

    Producers: Bart Shannon, Lauren Budabin 

    
    

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    Learn more about your ad choices. Visit megaphone.fm/adchoices

28. 10 Tips for Harvesting Investment Losses

    17.10.202616 Min.Als Nächstes

    Somewhere in your portfolio, you probably have a loser -- an investment that is now worth less than what you paid for it. However, all is not lost. If that investment is in a non-retirement account (i.e., not …

    Shownotes

    Somewhere in your portfolio, you probably have a loser -- an investment that is now worth less than what you paid for it. However, all is not lost. If that investment is in a non-retirement account (i.e., not in an IRA, 401(k), or HSA), you can sell it, take the loss, and use it to offset your capital gains and reduce your taxable income. But you have to know the rules.
    

    Robert Brokamp discusses what to keep in mind:
    -The range of investments to consider selling
    -How not to run afoul of the wash-sale rules
    -The true value of the $3,000 ordinary income deduction
    -The default rules for how cost basis and holding period are assigned to different types of investments
    -The potential downsides of tax-loss harvesting
    -When it makes sense to harvest gains or donate appreciated shares to charities
    

    Host: Robert Brokamp, CFP®, EA
    Engineer: Bart Shannon

    
    

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    
    

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

29. Flying Cars, Smart Homes, and Cracks in the AI Boom

    16.10.202639 Min.Als Nächstes

    Apple and Tesla are unveiling futuristic products, but are they solving real problems or just creating new ones? Travis Hoium, Lou Whiteman, and Jason Moser debate the future of smart homes, flying cars, AI …

    Shownotes

    Apple and Tesla are unveiling futuristic products, but are they solving real problems or just creating new ones? Travis Hoium, Lou Whiteman, and Jason Moser debate the future of smart homes, flying cars, AI wearables, and whether Big Tech’s latest innovations can move the needle. They also examine the sharp sell-off in AI infrastructure stocks and the financial pressures facing the industry before wrapping up with two stocks on their radar.

    
    

    Travis Hoium, Lou Whiteman, and Jason Moser discuss:

    - Apple’s Smart Home Ambitions

    - Tesla’s Flying Roadster

    - Innovation Versus Invention

    - AI Infrastructure Economics

    - Smart Glasses and Privacy

    - Veeva and Rocket Lab

    
    

    Companies discussed: Accenture (ACN), ADT (ADT), Alphabet (GOOGL), Amazon (AMZN), Apple (AAPL), Berkshire Hathaway (BRK.B), Block (XYZ), Boeing (BA), CoreWeave (CRWV), Ferrari (RACE), Ford (F), Garmin (GRMN), IREN (IREN), Kraft Heinz (KHC), Meta Platforms (META), Microsoft (MSFT), Nebius Group (NBIS), NVIDIA (NVDA), Rocket Lab (RKLB), Starbucks (SBUX), Tesla (TSLA), Toast (TOST), Veeva Systems (VEEV).

    
    

    Host: Travis Hoium

    Guests: Lou Whiteman, Jason Moser

    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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

30. Is Berkshire Bending the Rules With Bending Spoons?

    15.10.202623 Min.Als Nächstes

    When you think “companies Berkshire Hathaway likes”, often we think of mature, almost iconic businesses that have produced consistent results for years. Bending Spoons, an acquirer of legacy digital assets …

    Shownotes

    When you think “companies Berkshire Hathaway likes”, often we think of mature, almost iconic businesses that have produced consistent results for years. Bending Spoons, an acquirer of legacy digital assets, doesn’t really fit the mold. Today, though, Matt, Jon, and Tyler take a closer look at why Berkshire is buying this Milan-based business and why it may be closer to the prototypical Berkshire business. Plus, emptying the analyst notebook on earnings and distressed debt is hitting neoclouds

    
    

    Have a question? Email us; [email protected]

    
    

    Tyler Crowe, Jon Quast, and Matt Frankel discuss:

    - Bank of America’s earnings and money laundering fine

    - Fastenal’s earnings, a true hidden gem

    - The business behind Bending Spoons

    - Why Berkshire is buying more of this lesser known stock

    - Coreweave’s debt falls into junk territory. Who’s next?

    
    

    Companies discussed: JPM, BAC, TD, WFC, FAST, BSP, BRK.B, TRIP, YELP, CRWV, NBIS, ORCL, APLD, DELL, DOCN,

    
    

    Host: Tyler Crowe

    Guests: Matt Frankel, 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 not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    
    

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    
    

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

    
    

    Learn more about your ad choices. Visit megaphone.fm/adchoices

Hier stehen die neuesten 40 von 1.904 Folgen. Ältere Folgen findest du im Feed des Podcasts.