We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss: - Shopify as a 100-year company. - What a change in de minimis rules would mean for merchants. - Shopify’s growth levers. Company discussed: SHOP Got a question for the show? Email us at [email protected] Note: Ricky Mulvey has a position in SHOP Host: Ricky Mulvey Guests: Asit Sharma, Harley Finkelstein Producer: Mary Long Engineer: Rick Engdahl Learn m...
Feb 11, 2025•29 min
The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime. (00:14) David Meier and Dylan Lewis discuss: - HIMS taking a big swing at the weight-loss industry, trying to seize a tight window for acquiring customers that want GLP-1 drugs and shift public opinion on them. - Dunkin’ and Starbucks taking very different approaches for morning coffee drinkers. - McDonald’s lackluster Super Bowl ad and earnings results. WSJ article on HIMS: htt...
Feb 10, 2025•30 min
The principles of investing are fairly simple to understand. Application requires some intensity. William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life. Green also hosts a podcast with the same title. Robert Brokamp caught up with him for a conversation about: - What successful investing comes down to. - The personality traits of market beaters. - Investing lessons from Charlie Munger, Howard Marks, and John Templeton. Companies mentioned:...
Feb 08, 2025•48 min
DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend. (00:43) Ron Gross and Jason Moser discuss: - What the Jobs report and the tariff headfake mean for the big macro. - Earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025. - PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world. (19:03) This year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular se...
Feb 07, 2025•40 min
Two things can be true. (00:14) Bill Barker and Ricky Mulvey discuss: - Legislation to ban DeepSeek on US government devices. - Hershey’s quarter, and what it reveals about American eating habits. - Eli Lilly’s blockbuster weight-loss drugs, and questions about its valuation. Then, (18:26) Ricky continues his conversation with writer Jordan Harper about the challenges of making TV and movies in the streaming era. Companies discussed: NVDA, HSY, LLY Host: Ricky Mulvey Guests: Bill Barker, Jordan ...
Feb 06, 2025•29 min
Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works? (00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss: - Why cloud computing isn’t going anywhere. - YouTube’s secret sauce. - What Palantir really does. Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR ...
Feb 05, 2025•33 min
Think you know how the trade wars will shake out? Don’t bet on it. (00:14) Jim Gillies and Ricky Mulvey discuss: - The reaction to potential tariffs in Canada. - Separating your political ideas from your investments. - PayPal’s $15 billion buyback authorization. Then, (16:38) Alison Southwick and Robert Brokamp offer some ways to get your 401(k) in better shape. Companies mentioned: PYPL Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick E...
Feb 04, 2025•28 min
The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech. (00:14) Asit Sharma and Dylan Lewis discuss: - The Trump Administrations plans for tariffs on imports from Canada, Mexico, and China, and the “de minimus” exemption on imports below $800. - How businesses like cross-border railroad Canada Pacific Kansas City are responding to tariffs potentials affecting the flow and volume of goods. - OpenAI and Softbank’s latest set of ...
Feb 03, 2025•33 min
The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But what does that vision look like? Lionel Barber is the former Editor-in-Chief of The Financial Times and author of the book “Gambling Man: The Secret Story of the World’s Greatest Disruptor, Masayoshi Son.” Ricky Mulvey caught up with Barber to discuss: - Masa Son’s instincts as a salesperson and inve...
Feb 01, 2025•31 min
The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending. (00:44) Jason Moser and Asit Sharma discuss: - The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans. - Apple’s continued struggles to find growth with the iPhone and its China business. (19:03) The earnings rundown continues! - Tesla finishes a flat year, b...
Jan 31, 2025•39 min
Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment? (00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss: - Whether the DeepSeek story changes how investors should view off-the-walls AI spending. - The future of Reality Labs. - Microsoft’s $13B-and-growing AI business. - Why “fungible fleet” is a potentially ominous phrase for Sam Altman Companies discus...
Jan 30, 2025•22 min
New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic. (00:14) Anthony Schiavone and Dylan Lewis discuss: - The market’s very upbeat reaction to Starbucks’ fairly lackluster results. - Brian Niccol’s “Back to Starbucks” plan and the progress so far. - Brad Jacob’s plans to run his proven acquisition playbook at QXO, and why Beacon isn’t eager to be bought up. (13:16) Is there a way to make clothing rentals work? If there is, Rent the Runway hasn’t quite figured it ou...
Jan 29, 2025•29 min
The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around? (00:14) Jason Moser and Mary Long discuss: - Why not all airlines are facing the same headwinds - GM’s quarterly net loss - The just-announced partnership between X and Visa. Then, (14:54), Robert “Bro” Brokamp and Amy Bach talk about how homeowners can better understand their insurance policies and how to prepare for a potential loss. Tickers mentioned: JBLU, UAL, DAL, GM, V Host: Mary Long G...
Jan 28, 2025•30 min
The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less. (00:14) Tim Beyers and Dylan Lewis discuss: - The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resource-intensive approach will affect artificial intelligence technology. - Why software prowess and efficiency will be the major themes for AI in 2025. - What to focus on when the affected big tech companies – Apple, Microsoft,...
Jan 27, 2025•32 min
There’s more to the legendary chipmaker than its tech stack. Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia Way.” Best-selling author Morgan Housel interviews Kim for a conversation about: - The early days at Nvidia and its long path to “overnight” success. - What drives Nvidia’s employees. - How Jensen Huang takes long-term thinking to the extreme. Premium Motley Fool members can catch Morgan and Tae’s full conversation here: https://www.fool.com/premi...
Jan 25, 2025•31 min
At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence. (00:44) Jason Moser and Asit Sharma discuss: - The S&P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it. - Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech. - Fantastic earnings reports from N...
Jan 24, 2025•40 min
...as if it didn’t have enough already! (00:14) Asit Sharma and Mary Long discuss: - The new venture to build out American AI infrastructure. - How 20 data centers get a $500 billion price tag. - GE Aerospace’s razor-and-blades business model. Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny. Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG To become a premium Motley Fool member, go to www.fool.com/signup Host: Mary Long Guests: Asit Shar...
Jan 23, 2025•31 min
Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years? (00:14) Jim Gillies and Dylan Lewis discuss: - Netflix’s record subscriber additions, new all-time highs, and how price increases feed into its advertising plans. - The market’s Shiller PE ratio as the Trump Administration takes over, and how high valuations affect expectations around returns. - What updates from Interactive Brokers...
Jan 22, 2025•29 min
Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so much is in flux and anything can go to the moon, how do you figure out what actually matters? (00:14) Anthony Schiavone and Mary Long discuss: - Separating signal from noise in an attention economy. - Finding value in a fast-changing world. - Earnings from a company that straddles the digital and the physical. Then, (16:02), Robert Brokamp and Alison...
Jan 21, 2025•26 min
There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex played by humans. And, yet, an AI computer program can play it perfectly. What does that mean for humanity? Terry Sejnowski is the Frances Crick Chair at the Salk Institute for Biological Studies, a Distinguished Professor at the University of San Diego, and author of the book “ChatGPT and The Future of AI.” Ricky Mulvey caught up with Sejnowski for ...
Jan 18, 2025•42 min
170 million TikTok users in the U.S. might be up for sale. What are they worth? (00:42) Matt Argersinger and Bill Mann discuss: - The looming TikTok ban, why Apple and Google are the real gatekeepers, and what a standalone TikTok U.S. might look like. - Apple’s other problem in China: smartphone sales and rising competition from Huawei and Vivo. - Bank earnings showing 2024 was a stellar year for banks, and how the macro environment and policy outlook are settling them up for good times to conti...
Jan 17, 2025•40 min
2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better. (00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss: - Why comparisons to 2023 give banks more credit than they may deserve. - The split between JP Morgan’s investment banking and consumer businesses. - Growing interest in private credit markets. Then, (18:10), Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention. Compan...
Jan 16, 2025•32 min
Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track. (00:14) Nick Sciple and Dylan Lewis discuss: - Why Wall Street wasn’t keen on strong holiday updates from Abercrombie and Fitch and Lululemon, and where these brands sit in their market opportunity. - Aritzia’s continued expansion into the U.S. and how the everyday luxury retailer is appealing to the key shopping demo. - The dominant theme in physica...
Jan 15, 2025•28 min
Fights are unfolding for companies in two very different industries: Steel and social media. (00:21) Jason Moser and Mary Long discuss: - Why so many companies want in on U.S. Steel. - How to factor CEO personality into potential investments - TikTok’s potential buyers. Then, (15:47), Alison Southwick and Robert Brokamp tackle the listener mailbag and answer your questions about finding flat-fee financial advisors, trimming in-the-red stocks, and more. Companies mentioned: X, NPSC.Y, CLF, NUE, M...
Jan 14, 2025•33 min
Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them? (00:14) David Meier and Dylan Lewis discuss: - Why Sonos CEO Patrick Spence is on his way out, and how the company can restore its status as a premium brand in audio… and maybe more. - Moderna’s massive revenue adjustment, and how it highlights the company’s need to diversify revenue streams. - Shake Shack’s new plans to open up 1500 company-owned locations. (16:53) When an insider at an und...
Jan 13, 2025•30 min
You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history. David Gardner is a co-founder and Chief Rule Breaker at The Motley Fool. Ricky Mulvey caught up with David for a conversation about: - Why buying and holding works. - Rational optimism. - The future of space travel. Check out David’s weekly show Rule Breaker Investing at the link below, or wherever you listen to podcasts: https://www.fool.com/podcasts/rule-breaker-investing/ Comp...
Jan 11, 2025•46 min
Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online. (00:39) Ron Gross and Jason Moser discuss: - What the December Fed minutes, latest jobs numbers, and final holiday shopping figures say about the big picture. - The first look at Disney’s ad-supported streaming numbers, Amazon’s plans to come after Google’s ad turf, and Meta’s changes to its content moderation policies. (19:03) Dave M...
Jan 10, 2025•40 min
It’s Nvidia’s world, and we’re just living in it. (00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus: - All “the cool stuff that’s coming,” from personal supercomputers to self-driving trucks and AI-rendered worlds. - The rollout of a digital workforce. - Why Wall Street shrugged at Nvidia’s announcements. Then, (16:09) Fool analyst Jason Moser joins for a closer look at PayPal, how the payments processor fell from recent highs, and why still-new CEO Alex Chriss is return...
Jan 08, 2025•31 min
Last year, Netflix reportedly spent more than $5 billion for a 10 year rights agreement with the WWE. Last night was the first chapter for viewers. (00:14) Nick Sciple and Ricky Mulvey discuss - The buzz around Monday Night Raw’s debut on Netflix. - What’s allowed in Tribal Combat and why wrestlers don’t respect the boundaries of an announcer's table. - The new “100% margin” opportunities for the WWE. - Why TKO Group Holdings is one of Nick’s largest personal stock investments. Then, (17:58) Ali...
Jan 07, 2025•34 min
If your resolution involves the word “investing,” you’ve come to the right place. Mary Long talks with a handful of Fools and analysts about: Investing origin stories. Recommended materials for a DIY investing curriculum. Advice for getting started. Companies mentioned: DECK, LULU, META, NFLX, RKLB, Join Stock Advisor and get access to 2 new stock picks each month, access to premium podcast episodes, and more: www.fool.com/signup Host: Mary Long Guest: Alicia Alfiere, Bill Barker, David Meier, R...
Jan 07, 2025•32 min
