Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom. (00:21) Jason Moser and Asit Sharma discuss: - Alphabet’s resilient ad business, and what parts of the company might be most interesting if the break-up happens. - Tesla’s rough quarter, and why the Model Y release is a key moment for the company’s auto thesis. - Chipotle’s burrito slowdown, how ServiceNow’s government contracts are holding up, and the latest with In...
Apr 25, 2025•41 min
Warren Buffett’s conglomerate has more cash on the books than any company in history. (00:21) Matt Argersinger and Ricky Mulvey discuss: - What home sales data says about the economy. - A traffic slowdown at Chipotle, and the restaurant chain’s strong unit economics. - The reasons why Warren Buffett could be sitting on record cash. Then, (17:06) Mary Long and Asit Sharma continue their conversation about AMD, and discuss the impact of tariffs and export controls on the chip designer. Companies d...
Apr 24, 2025•28 min
Tesla’s net income decreased by 71% compared to a year ago. But Wall Street doesn’t seem to mind. (00:21) Sanmeet Deo and Mary Long discuss: - Poor results from Tesla’s automotive segment. - Whether Musk’s return can revive the company. - Half marathons, and the future of humanoids. Then, (18:20), Asit Sharma joins Mary for a look at AMD and how the chip company is different from its biggest competitor. Companies mentioned: TSLA, AMD, NVDA Host: Mary Long Guests: Sanmeet Deo, Asit Sharma Produce...
Apr 23, 2025•36 min
The Department of Justice is asking Alphabet to sell Chrome. (00:21) Jason Moser and Ricky Mulvey discuss: - Why Apple could lose an “easy $20 billion” from Alphabet’s break-up. - General Motor’s big bet on electric vehicles. - Bill Ackman’s hedge fund, Pershing Square, buying a 20% stake in Hertz. Then, (16:52) Robert Brokamp answers listener questions about tariffs, capital accumulation plans, and 401(k)s. Companies mentioned: GOOG, GOOGL, AAPL, GM, TSLA, HTZ Businessweek feature on GM: https:...
Apr 22, 2025•33 min
Fed independence brings stability, and markets love stability. (00:21) Asit Sharma and Dylan Lewis discuss: - The Trump Administration’s focus on Fed Chair Jerome Powell. - The role of an independent Federal Reserve Bank for the market and investors. - Netflix’s earnings and status as a “recession-proof” stock. (16:23) Anand Chokkavelu hosts Fool Contributors Dan Caplinger and Rick Munarriz for a Scoreboard episode on Shopify. To become a premium Motley Fool member and gain access to all Scorebo...
Apr 21, 2025•27 min
“AI wouldn’t exist without Nvidia, at least not in its current form.” So argues Stephen Witt, a journalist and author of the book “The Thinking Machine: Jensen Huang, Nvidia, and the World’ Most Coveted Microchip.” The Motley Fool’s Chief Investment Officer, Andy Cross, and Fool contributor Jose Najarro caught up with Witt for a conversation about: - What Jensen Huang is afraid of. - Whether anything can stop the current capex cycle. - Where Nvidia’s next $3 trillion in market cap could come fro...
Apr 19, 2025•30 min
As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs. (00:21) Jason Moser and Matt Argersinger discuss: - Everything that’s been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior. - Earnings results and macro commentary from United, Bank of America, Goldman Sachs, JP Morgan, and Prologis. (19:11) We’re entering the age of sophisticated robotics. Daniela ...
Apr 18, 2025•41 min
In the face of a trade war, Taiwan Semiconductor is not changing its outlook. (00:21) Tim Beyers and Ricky Mulvey discuss: - Earnings from Taiwan Semiconductor and what’s behind the company’s impressive business results. - The chipmaker’s growth story in 2025. - Netflix’s plan to become a trillion dollar company. Then, (15:20) Tim and Ricky discuss the export ban on Nvidia’s H20 chips and what it means for the tech giant. Learn more about the Range Rover Sport at www.rangerover.com/us/sport Comp...
Apr 17, 2025•30 min
Nvidia built a chip to comply with American export rules. This week, those rules changed. Markets reacted dramatically, but chances are that the $2.5 trillion chipmaker can stand the hit. (00:21) Anthony Schiavone and Mary Long discuss Nvidia’s $5.5 billion charge and earnings from Prologis. Then, (12:31), Ricky Mulvey talks with Kevin Simzer, COO of Trend Micro, about AI’s impact on the cybersecurity space. Companies mentioned: NVDA, PLD, AOT Host: Mary Long Guests: Anthony Schiavone, Ricky Mul...
Apr 16, 2025•27 min
“A pessimist is correct oftener than an optimist, but an optimist has more fun, and neither can stop the march of events,” Robert Heinlein. (00:14) Jim Gillies Ricky Mulvey and discuss: - Fund managers cutting their positions in US stocks. - How long-term investors should react to fear in the markets. - If Abercrombie & Fitch’s stock deserves to be in the bargain bin. (19:02) Then, Robert Brokamp joins Ricky to discuss what your tax return reveals about your finances. Companies and tickers discu...
Apr 15, 2025•32 min
The old order is gone. When will the new one arrive? (00:14) Asit Sharma and Mary Long discuss: - How to make sense of “tariff buckets.” - What a French ethnographer can teach us about the current moment. - Earnings from Goldman Sachs. Then, (18:23) Tim Beyers joins Mary to talk about the green flags he loves to see in a company. The Axios article mentioned during the show is available here: https://www.axios.com/2025/04/14/trump-tariffs-transition-discomfort Companies mentioned: AAPL, GS Host: ...
Apr 14, 2025•30 min
Compared to Turkey, the United States is an ocean of stability. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Analyst Matt Argersinger caught up with Damodaran for our Market Playbook Summit. They discuss: - How politics and investing have become intertwined. - Damodaran’s view on Mag7 valuations. - The role of taxes in deciding whether to buy or sell stocks. Motley Fool members can find replays from the entire...
Apr 12, 2025•36 min
Today we talk economic uncertainty, airlines, building materials, and assorted spirits. Motley Fool Senior Analyst Asit Sharma caught up with Martín de los Santos, the CFO of MercadoLibre, a few weeks ago for The Motley Fool's Market Volatility Summit. They talked about how MercadoLibre became resilient, and the long-term opportunities for the company. And Emily and Matt share two stocks on their radar. Host: Ron Gross Guests: Emily Flippen, Matt Argersinger, Asit Sharma, Martín de los Santos En...
Apr 11, 2025•41 min
If you missed 20 minutes in the market yesterday, then you missed out on almost an average year’s worth of gains. (00:21) Asit Sharma and Ricky Mulvey discuss: - Their reflections on one of the best days in the market since WWII, and the hangover today. - Nike and Lululemon getting caught in a brewing trade war. - Andy Jassy’s annual letter to Amazon shareholders. Then, (18:45) Tim Beyers and Mary Long discuss some “icks” for investors to watch as companies report earnings. Companies discussed: ...
Apr 10, 2025•34 min
President Trump announced a 90-day pause on retaliatory tariffs and a lower 10% reciprocal tariff for most countries. Meanwhile, the trade dispute with China is heating up. (00:21) Jason Moser and Ricky Mulvey discuss: - The market’s extreme reactions to tariff news. - China’s “nuclear option” for the U.S. economy. - The key themes coming up this earnings season. - Looking for opportunities in an uncertain environment. Host: Ricky Mulvey Guest: Jason Moser Engineer: Dan Boyd Learn more about you...
Apr 09, 2025•34 min
Your finances are one important piece of building a wealthy life. Sahil Bloom writes The Curiosity Chronicle newsletter and is the Managing Partner of SRB Ventures, a venture investment firm. His first book is The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life. Robert Brokamp caught up with Bloom for a conversation about: - Why money does buy happiness (to an extent). - Managing your time wealth. - What social media gets wrong about health advice. - The case for creating an ...
Apr 05, 2025•44 min
Today we talk about the economic and market impacts of tariffs, some business partnerships, and a couple of weak earnings reports. Also, Andy Cross talks to Schwab Chief Investment Strategist Liz Ann Sonders. And Asit and Jason share two stocks on their radar. Host: Ron Gross Guests: Asit Sharma, Jason Moser, Andy Cross, Liz Ann Sonders Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 04, 2025•41 min
The markets are taking a beating on Liberation Day tariff announcements. What do the announcements mean long term? It’s anyone’s guess. (00:21) Nick Sciple and Ricky Mulvey discuss: - Why markets are reacting so strongly to the reciprocal tariff announcements. - How investors can look for opportunities, but “not be a hero” right now. - Match Group’s new artificial intelligence flirting game. Then, (17:24) Rick Munarriz joins Ricky for a conversation about Nintendo’s new Switch 2, and how the dev...
Apr 03, 2025•30 min
“Liberation Day” has arrived. (00:21) David Meier and Mary Long discuss: - When we’ll know if the longer-term tariff plan is working. - How different companies are bracing for impact. - Tesla’s sales slump. Then, (16:23), Fool contributor Jason Hall joins Ricky Mulvey for a look at Texas Instruments and Taiwan Semiconductor. Companies discussed: WMT, TSLA, TXN, TSM Host: Mary Long Guests: David Meier, Ricky Mulvey, Jason Hall Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.f...
Apr 02, 2025•31 min
The market is waiting for more clarity on tariffs. Fund managers are already making moves. (0:21) Bill Barker and Ricky Mulvey discuss: - How the market could react to tariff liberation day. - The impact from current tariffs for Harley Davidson. - If the motorcycle manufacturer is a value trap. - OpenAI’s funding round, valuing the hybrid non-profit at $300 billion. Then, (17:08) Alison Southwick and Robert Brokamp discuss how to recession-proof your finances. Companies discussed: HOG, OTC: SFTB...
Apr 01, 2025•30 min
The company behind the iPhone aspires for its “greatest contribution” to be beyond personal computing. (00:21) Jason Moser and Mary Long discuss xAI’s latest purchase, Apple’s healthcare endeavors, and what Larry Fink is looking forward to. Then, (19:50), Anand Chokkavelu hosts Fool contributors Jason Hall and Tyler Crower for a Scoreboard episode on Next Era Energy. To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup. Companies mentioned:...
Mar 31, 2025•29 min
Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made any money from those bets. So … what went wrong? Patrick Badolato is an Associate Professor of Instruction at the McCoombs School of Business at the University of Texas at Austin, where he teaches Accounting. He joins Ricky Mulvey for a conversation about companies that have opened the door for genuinely exciting opportunities, but haven’t yet been able...
Mar 29, 2025•47 min
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as always, we find out what stocks are on our analysts' radar. Host: Ron Gross Guests: Asit Sharma, Matt Argersinger, Ben Wallace Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 28, 2025•41 min
The majority of Alphabet’s sales comes from search, and ChatGPT’s product continues to get better. (00:21) Jason Moser and Ricky Mulvey discuss: - The 25% tariffs that the Trump administration announced for imported cars and auto parts. - How Google is trying to respond to the next era of search. - Robinhood’s quest to become the everything-finance app. Then, (17:17) Anthony Schiavone joins Ricky to talk about the state of the office market, and one workplace REIT that investors may want to cons...
Mar 27, 2025•30 min
A discount retailer sheds some branches; a pet supply store picks up a few extra treats. (00:21) Tim Beyers and Mary Long discuss the difference in dollar stores and Chewy’s latest earnings. Then, (16:36), Tom Gardner and Andy Cross talk with Sezzle CEO Charlie Youakim for a closer look at the uniquely positioned buy-now-pay-later company. Companies discussed: DLTR, DG, WMT, CHWY, SZL Host: Mary Long Guest: Tim Beyers, Tom Gardner, Andy Cross, Charlie Youakim Producer: Ricky Mulvey Engineers: Da...
Mar 26, 2025•31 min
Over the past five years, Warren Buffett’s returns have beaten the S&P 500 and the NASDAQ, even as Berkshire keeps hundreds of billions in cash and treasuries. (00:21) Jim Gillies and Ricky Mulvey discuss: - How Apple has driven Berkshire’s performance. - Disney’s flat returns over the past five years. - A jeans manufacturer that is smashing the market. Then, (19:07) Robert Brokamp and Alison Southwick discuss why you should think about taking a financial health day. Companies discussed: BRK.A, ...
Mar 25, 2025•28 min
Tariffs and tech bubbles and uncertainty, oh my! (00:21) Asit Sharma and Mary Long discuss: - Companies that could be celebrating on April 2. - What’s to blame for last week’s market “freakout” - 23andme’s bankruptcy filing Then, (17:50), Fool contributor Travis Hoium joins Ricky Mulvey for a look at MGM Resorts and the company’s bet on online sportsbooks. Start your day with The Fool's free daily market email newsletter. Subscribe at www.fool.com/breakfastnews How do you tune out market noise? ...
Mar 24, 2025•32 min
What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to Richard Bernstein. Bernstein is the CEO and Chief Investment Officer at Richard Bernstein Advisors. He joins Ricky Mulvey for a conversation about: - Trade wars - Degloblalization - The crypto industry - And how investors ought to make sense of the news. Host: Ricky Mulvey Guest: Richard Bernstein Producer: Mary Long Engineer: Rick Engdahl Learn m...
Mar 22, 2025•34 min
Two of the most influential voices in the market had something to say this week. (00:21) Asit Sharma and Jason Moser discuss: - Fed Chair Powell’s rate outlook, and what Jensen Huant sees coming down the pike for Nvidia chips and quantum computing. - What Tesla investors need to know about the headlines around recent accounting concerns. - Earnings updates and red market reactions for FedEx, Nike, and Accenture. (19:11) Joe Cutillo, CEO of Sterling Infrastructure, talks Motley Fool CEO Tom Gardn...
Mar 21, 2025•41 min
Chair Jerome Powell thinks the chances of a recession are low, though the economic outlook is more uncertain. (00:21) Ricky Mulvey and Nick Sciple discuss: - Takeaways from the Federal Reserve’s Open Market Committee Meeting. - Netflix’s $320 million movie, The Electric State. - Brad Jacob’s venture, QXO, acquiring Beacon Roofing Supply. Then, (16:40) Fools answer mailbag questions about industrial stocks, quantum computing, and biotech. Companies discussed: NFLX, CNQ, QXO, AER, BECN, VRTX, TDG,...
Mar 20, 2025•31 min
