The Honeywell International of 10 years ago is now six different publicly traded companies. This week, Honeywell International split with Honeywell Aerospace to complete the pre-planned separation. Tyler, Matt, and Lou look break down the prospects for the disparate parts as standalone companies and pick which ones will be the outperformers based on recent spinoffs and separateions. Plus, a busy week of deals and an investor question about covered call ETFs Tyler Crowe, Matt Frankel, and Lou Whi...
Jun 30, 2026•27 min
Jon, Matt, and Rachel dissect the latest breakup news from Comcast as the media giant intends to spin off assets under its NBCUniversal entity. This could unlock value but could shake up the streaming landscape. The team then moves on to Rocket Lab’s $8 billion acquisition of Iridium before ending with a listener question about selling stocks. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Comcast spins off NBCUniversal -Whether NBCUniversal is an attractive takeover target -Rocket Lab’s $...
Jun 29, 2026•21 min
The companies dominating AI headlines right now may not be the ones actually winning. In fact, according to Julie Averill, the loudest signals are often the ones most worth questioning. As former global CIO of Lululemon — where she helped oversee one of retail's most successful tech transformations — Julie has spent decades separating real change from corporate theater. Motley Fool analyst Rachel Warren sits down with Julie, now author of Chief Impact Officer, to unpack what AI washing actually ...
Jun 28, 2026•29 min
Most of the education about work-sponsored retirement plans comes from the employer or the plan provider. But you could be a source of knowledge and encouragement to your colleagues, friends, and relatives. Robert Brokamp discusses grassroots retirement education with Julie Jason, the founder and CEO of Jackson, Grant Investment Advisers and the creator of the annual 401(k) Champion Award. (Visit 401kchampion.com to nominate yourself or someone you know.) Also in this episode: -Many value stock ...
Jun 27, 2026•22 min
Memory prices have skyrocketed because of AI demand and that’s not extending into the consumer market after Apple raised prices on nearly all of its products. We discuss why memory is up and how Silicon Valley made itself a villain in the age of AI. Plus, we go through what technologies may be disruptive and stocks on our radar. Travis Hoium, Jon Quast, and Lou Whiteman discuss: - AI, The Villian - Why Memory Costs Hit Apple - Who Says “Enough”? - Is There Rationality in Tech? - Disruptive or Su...
Jun 26, 2026•41 min
If it wasn’t apparent already, the Federal government has made expanding the fleet of nuclear reactors a strategic priority. This week, the Department of Energy announced a new financing deal that will encourage the development of 10 new nuclear reactors in the U.S. Matt, Jon, and Tyler break down what this means and whether the companies in the industry will see big gains from it. Plus, Qualcom’s investor day, IBMs breakthrough chip design, and investing in energy Tyler Crowe, Matt Frankel, and...
Jun 25, 2026•24 min
Like it or not, Micron is driving the stock market and the company’s earnings report will tell us a lot about the future of memory and compute demand. Plus, we talk about Meta’s new prediction markets app and Alphabet joining the Dow Jones Industrial Average. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Memory’s Wild Ride - Micron’s Earnings - Meta & Prediction Markets - Can Zuck Innovate? - Alphabet Joins the Dow - Why the Dow Doesn’t Matter Companies discussed: Micron (MU), Met...
Jun 24, 2026•19 min
It hasn’t been in many headlines (thanks, AI), but pharmaceutical companies are on a merger & acquisition spree that could break records. With more than $126 billion in deals so far this year, companies are looking for novel drug canddiates and clinical stage companies to bolster their own development pipeline. We’ll take a dive into what’s driving this M&A frenzy and what companies look interesting in the pharmaceutical space today. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: -...
Jun 23, 2026•21 min
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 listener’s 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 5’s $160 million opening weekend -Hidden winners with growing box office sales -Micr...
Jun 22, 2026•23 min
Every time you listen to an earnings call, you're scanning for signs that a company knows where it's going. But what if the most confident-sounding language is actually the biggest red flag? Motley Fool analyst Rachel Warren sits down with Phil LeBrun, former international CIO of McDonald's, and Dr. Jana Werner, executive advisor at AWS — co-authors of The Octopus Organization — to unpack why 70 to 90 percent of corporate transformations never deliver what they promised, what they call watermelo...
Jun 21, 2026•28 min
Host Robert Brokamp is joined by Fool contributor Dan Caplinger to answer financial planning questions sent in from listeners, including: -How do ETFs affect the recommendation to own 25 to 50 stocks? -How can a new retiree switch from saving to spending after decades of frugality? -Since stock prices drop after a dividend payment, is it a “nothing-burger”? -How to manage a 529 as a kid gets ready to go to college? -Should you automatically reinvest dividends or use the cash to invest in somethi...
Jun 20, 2026•24 min
Are layoffs starting to backfire in Silicon Valley? As Robinhood and Rivian announce job cuts, employees at Meta Platforms are starting to revolt against job cuts and reassignments into jobs they didn’t sign up for. Plus, we discuss Fox buying Roku, SpaceX’s $60 billion acquisition, and play the World Cup of Investing. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: - Robinhood and Rivian Layoffs - Are Layoffs Backfiring? - Fox Buys Roku, But Why? - SpaceX Buys Cursor - World Cup of Inves...
Jun 19, 2026•41 min
Data centers might have a climate problem. With more than 80% of data centers worldwide in regions at high risk of drought, flooding, or wildfires. The implication of these trillions in investment being at elevated risk to weather related disasters could have some major downstream issues. Pluis, a dive into Accenture’s earnings and the challenges facing the IT consulting industry. Listeners, we want your voices heard. The SEC is proposing that companies cut their regular reporting in half to two...
Jun 18, 2026•21 min
The smartphone could be a thing of the past if Snap has its way an Specs take over the market. But at $2,195 it could be a tall task selling these to consumers, even if they were stylish. Plus, we talk about Rivian’s layoffs and Eli Lilly’s latest acquisition. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Snap’s new Specs - Rivian announces more layoffs - Eli Lilly’s acquisition spree continues Companies discussed: Snap (SNAP), Rivian (RIVN), Eli Lilly (LLY), Tesla (TSLA), Meta Platfo...
Jun 17, 2026•19 min
Pretty much every sports fan dreams of owning their favorite team. Between the bragging rights and the courtside seats, who wouldn’t want to be? While you may not be able to be a partial owner of your favorite team, there are a few opportunities to own a part of team in almost every league. We take a a look at what teams you can own through stocks and whether any are worth an investment. Plius, Robinhood’s layoff announcement and listener questions Tyler Crowe, Matt Frankel, and Lou Whiteman dis...
Jun 16, 2026•22 min
There’s a tentative deal for peace in the Middle East as the U.S. and Iran are set to sign an agreement this week. Jon, Matt, and Rachel talk about how long it will take for things to get back to normal if the deal holds as well as some companies that could get some much needed relief. The team then discusses Anthropic’s Fable 5 shutdown before closing with some thoughts on Fox’s $22 billion acquisition of Roku. Jon Quast, Matt Frankel, and Rachel Warren discuss: -The tentative deal between the ...
Jun 15, 2026•23 min
Every time you buy a stock, you tell yourself a story about why it's going to work. But what if that story is the most dangerous thing in your portfolio? And what if the same behavioral blind spots that trip up individual investors are also quietly undermining the companies you're betting on? Motley Fool analyst Rachel Warren talks with Harvard-trained behavioral scientist Julia Dhar, author of How Change Really Works, about why 60 to 75 percent of corporate transformations fail, how to spot fal...
Jun 14, 2026•26 min
Tax rates are as low as they've been in decades. Yet due to ballooning government deficits and increasingly underfunded entitlements, it's reasonable to have a hedge against higher tax rates in the future. One way to protect your retirement from higher taxes is to have at least some money in Roth accounts. With the Roth, contributions aren't tax-deductible, but withdrawals are tax-free… but only if you follow the rules, which can be complicated. Robert Brokamp explains what you need to heed. Als...
Jun 13, 2026•18 min
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 what’s 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? - What’s Wrong At Adobe? - Either or Neither - Is Apple All Right - Stocks On Our Radar Companies discussed: SpaceX (SPCX), Microsoft (MSFT), Alphabet (GOOG), FormFactor (FORM)...
Jun 12, 2026•41 min
Oracle’s earnings results made one thing abundantly clear, the spending rate for data centers and AI infrastructure isn’t slowing down any time soon. While the market didn’t respond too favorably to the announcement it was increasing its capital spending for the upcoming fiscal year, there is likely a long list of companies that will benefit. We dig into some of the bottlenecks and pinch points of this massive buildout. Plus, why do international stocks trade at such a discount to American ones?...
Jun 11, 2026•28 min
Five years ago, electric vehicles were the talk of the market. But in the U.S., sales of electric vehicles are falling and competition is heating up. With that backdrop, Rivian has introduced the R2 and investors still think this will be a game-changer for the company. We discuss the vehicle and company’s prospects, whether autonomy will be a tailwind, and get to hidden gems on our watchlist in this episode. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Rivian’s R2 launch - The declin...
Jun 10, 2026•22 min
There’s no big headline to point to here, but several small data points and policy decisions all point to one thing: Europe wants to build its own digital infrastructure. That could have profound implications for the mega tech companies in the US, but it could also mean opportunities in helping Europe build out a digital infrastructure for AI and autonomy. Plus, what to make of the Shiller CAPE ratio and how to use cash positions. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Apple figh...
Jun 09, 2026•24 min
The S&P 500 index is removing Pool Corp and Campbell Soup Company from the index and replacing them with Marvell Technology and Flex. Jon, Matt, and Rachel explain what these two new companies do as well as weigh in on whether they could be hidden gems. After this, the team dives into the mailbag with Rachel leading the discussion on Bristol-Myers Squibb and Matt providing some reflections on age-related investing considerations. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Marvel’s ...
Jun 08, 2026•28 min
Every time you log into a corporate network, send a file, or spin up an AI agent, something has to decide what's allowed and what isn't. So what happens when the number of things asking for access goes from 50 million users to billions of AI agents — and the bad actors have frontier models helping them find the cracks? Motley Fool analyst Jason Moser talks with Zscaler CFO Kevin Rubin about zero trust security, the agentic AI threat landscape, and why the cybersecurity buildout may be one of the...
Jun 07, 2026•24 min
It’s Month 6 of our 2026 Financial Planning Challenge! In this installment, Fools Robert Brokamp and Stephanie Marini suggest ways to prioritize and quantify your financial goals, and highlight some tools that will help you crunch the numbers. Also in this episode: -A recent study finds that taxes can take more than a third of your investment over the long term -According to a Wall Street Journal analysis, the five largest home insurers didn’t pay out on more than 44% of claims last year, up fro...
Jun 06, 2026•26 min
The biggest IPOs ever are coming and investors are (understandably) excited. But historically this is a time caution is needed and we discuss why these deals in particular may need some seasoning. We also discuss the advances in autonomy and where there’s opportunities to invest in businesses without speculating. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Today’s market crash - IPO season - Autonomy is here - Who is making irresponsible predictions? - Stocks on our radar Companies di...
Jun 05, 2026•41 min
It seems like no matter the size of a company, it is possible we’ll see a double-digit percentage move in its stock on an earnings release. Today, it was Broadcom's turn to drop nearly 15% after the company reported what look like solid numbers. But when it comes to quarterly earnings, it’s all about the expectations game. Today’s move was clear that expectations are high for AI. Plus, stocks bucking their sector trends and how these mega IPOs will impact indices. Tyler Crowe, Matt Frankel, and ...
Jun 04, 2026•30 min
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: - Alphabet’s $80 billion flex - AI supplier whack a mole - Bitcoin’s Michael Saylor problem Companies discussed: Alphabet (GOOG, GOOGL), Berkshire Hathaway (BRKA, BRKB), ...
Jun 03, 2026•25 min
Dollar General was a stock market darling for much of the 2010s, but fell on hard times a few years ago. Numerous value investors have been betting that “it’s not that bad”, but that turnaround strategy has taken much longer than expected. Lou, Matt, and Tyler all look at the status of the Dollar General turnaround story and what does it take to invest successfully in turnarounds. Plus, thoughts on the Citron Research verdict and whether crowdfunded real estate opportunities are worth it. Tyler ...
Jun 02, 2026•25 min
Nvidia announced its new CPU at an event in Taipei and Jon, Rachel, and Matt talked about why potential customers may be interested in buying as well as the potential impacts to primary CPU players such as Intel and AMD. The team also talks about Berkshire Hathaway’s homebuilder acquisition before closing with a question regarding passive investing trends. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Nvidia’s new Vera CPU -The potential fallout in the CPU markout -Berkshire Hathaway’s la...
Jun 01, 2026•25 min
