Motley Fool Hidden Gems Investing
Motley Fool Hidden Gems Investing is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of personal finance and longer-form interviews.
Episodes
America Is 10x Behind China in AI Infrastructure — The CEO Building the Solution
The AI race isn't being won in the model lab — it's being won in the power grid. And right now, America is losing. Motley Fool analyst Rachel Warren talks with Hannan Happi, co-founder and CEO of Exowatt — backed by Sam Altman and Andreessen Horowitz — about why the AI build-out is hitting a wall that no amount of chips or software can fix. They get into why a one-year grid delay costs a hyperscal
Crucial Steps for the “Pre-Go” Years Before Retirement
We spend years squirreling away money that we eventually hope to live off of in retirement. What should we be doing as we get closer to the big day? Host Robert Brokamp discusses potential strategies with Dana Anspach, who has been a financial planner since 1995 and is the CEO and founder of Sensible Money, a fee-only planning firm in Arizona. She is also the author of three books, including her l
Cancer Vaccines & Data Center Drama
The market is fixated on interest rates and data centers this week. Rates continue to rise along with the U.S. debt, which may ultimately put pressure on companies across the market. Data centers have had their own drama with public pushback against the AI buildout at a high. We discuss this and more this week.
Travis Hoium, Lou Whiteman, and Jim Gillies discuss:
- Why Interest Rates Matter- The
Is AI the Answer to Big-Box Retail’s Woes?
The big box retailers are reporting earnings, and there are plenty of headwinds to discuss. But among the common themes this earnings season, these companies are leaning into AI (and AI assistants with cheesy names) to bring their businesses into the future. Tyler, Matt, and Jon also discuss drone deliveries before finishing the episode with a listener question about the next generation of real-es
Behind The Most Exciting Stock Pop In Years!
Target reported solid earnings this morning, which is a great sign for the consumer, but the big news today was from Moderna. The company’s clinical trial results for a cancer vaccine were so encouraging it was fast tracked through the trial and, while there are questions, this could change how we look at cancer in the future. We discuss why the stock is up over 100%. Plus, we end the show with th
The Bond Market Selloff is Showing up in Earnings Reports
Most of the time, stock investors don’t pay attention to the bond markets. But when the words “not seen since 2007” start getting thrown around, investors start to look at lot harder at what’s going on with bonds. Lou, Matt, and Tyler dissect the recent moves in bond markets and how it’s showing up in stocks. Plus, Klarna’s and Home Depot’s earnings and how they are feeling the strains of the debt
Berkshire Hathaway Hasn’t Done This in Over 3 Years
Berkshire Hathaway is a net buyer of stocks again for the first time in nearly 4 years, but new CEO Greg Abel still had some surprising stocks to sell during the quarter. Jon, Matt, and Rachel break down Berkshire’s latest moves before answering a listener question regarding how to spot a winning stock early before finishing the episode by running some Berkshire stocks through some Hidden Gems men
Mastercard CEO: AI Shopping Agents, Machine-to-Machine Payments, and the New Infrastructure of Commerce
What happens when an AI agent does your shopping — and how do you make sure it doesn't order two grills instead of one? In Part 2 of his conversation with Motley Fool CEO Tom Gardner, Mastercard CEO Michael Miebach breaks down the company's Agent Pay protocol, explains why machine-to-machine payments could transform B2B commerce, and reveals why Mastercard just acquired the world's largest stablec
How Your Social Security Benefit Is Actually Calculated
Think you know how Social Security calculates your benefit? Chances are, you're missing at least one piece of the puzzle. Host Robert Brokamp takes a listener’s real-world question and turns it into a clear, step-by-step guide to how your benefit is actually built. Key concepts discussed:-The “35 highest-earning years” rule—demystified: How Social Security treats your top earning years, wage infla
IPO Fever Heats Up For OpenAI and Anthropic
Demand for AI is exploding and two companies – OpenAI and Anthropic – are driving the industry forward. Everything from hyperscalers to neoclouds to memory stocks are hanging on the demand for tokens they need. We discuss that demand, how debt got involved, and what could go wrong. Plus, what sports franchise would you buy?Travis Hoium, Lou Whiteman, and Jason Moser discuss:- AI IPO Setup- Insatia
Cisco & Cerebras Orders up, Stocks Down
Both Cisco Systems and Cerebras earnings reports showed two companies with bulging order books, but even that couldn’t satiate the markets appetite. Jon, Matt, and Tyler break down their respective earnings reports and look at some of the major challenges these companies will face and the challenges they present to investors. Plus, a lightning round of earnings reports on our favorite under-the-ra
Neoclouds Shine
The AI buildout has one big beneficiary today and that’s neoclouds Coreweave and Nebius. These companies buy and rent out GPUs for AI and they’re seing incredible demand for the assets they’re building. We discuss the short-term demand and where these stocks face risks long-term. Plus, we discuss Cava’s results and what inflation is telling us.Travis Hoium, Tyler Crowe, and Rachel Warren discuss:
RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats Up
Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates than anything else. No wonder it was the most discussed topic on the conference call. Travis, Matt, and Tyler dissect Rocketlab’s earnings and opportunities in the space economy. Plus, ON Holdings decides to prioritize margins, and eVTOL companies Archer Aviation & Joby Aviation
The Internet Is Changing Fast
Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel’s latest equity sale.
Jon Quast, Matt Frankel
Mastercard CEO: The $15.6 Trillion Threat Most Investors Are Ignoring
By 2030, cyber fraud is projected to cause $15.6 trillion in damage — enough to make it the third largest economy in the world. So how does the company processing 180 billion transactions a year stay ahead of it? Motley Fool CEO Tom Gardner sits down with Mastercard CEO Michael Miebach on the day of Mastercard's second quarter earnings to break down how the world's most powerful payment network ac
In Retirement, More Spending Leads to Higher Taxes
That vacation, RV, or home renovation you're planning in retirement might cost a lot more than the price tag suggests. One extra withdrawal from your IRA can set off a chain reaction of higher taxes and even surprise Medicare surcharges — for years to come. Robert Brokamp breaks down the hidden math behind retirement spending, and what you can do now to keep more of your money.Key topics discussed
The Trade Desk’s Woes & A New AI Donut?
As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the market. Plus, we discuss The Trade Desk’s bad week, Google’s brain drain, and the stocks on our radar.
Travis Hoium, Lou Whiteman, and Jon Quast discuss:
- Jobs Report
- Earnings Season Recap
- The Trade Desk
- Value or Trap?
- Google’s Brain Drain
-
The Wild Swings of Earnings Season Continue
The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits or more. Today, Jon, Travis, and Tyler dissect earnings results from several Motley Fool favorites that are moving double digits today to try and make sense of these sharp stock moves.
Have a ques
Shopify Shines and Uber Declines
Earnings season continues to give strong results, but that doesn’t mean each stock is rising on the news. Today, we saw Shopify jump and Uber fall after earnings that both showed strong adoption for their products. In addition, we discuss Disney and its growing reliance on the parks business to drive results.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Uber’s Results
- Why Shares
Palantir Makes its Case Against Frontier AI
Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial customers into its ecosystem appear to have been answered, and CEO Alex Karp made the case that Palantir’s offerings posed fewer risks than the AI models coming out today. Travis, Lou, and Tyler break down its earnings, plus a blowout quarter for Caterpillar and
Are Mega-Mergers Back?
Mergers could be back in 2026 as companies try to get deals done while regulators allow them. But are buyouts always a good idea? We discuss a potential deal in pharma today, plus we go over the latest in interest rates and what we’re watching this week.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- AstraZeneca + BMS?
- Why Merge Now?
- Rising Interest Rates?
- The Market’s Reac
Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not
Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now watching the AI trade very carefully. She has questions the market isn't asking. Motley Fool analyst Rachel Warren continues her conversation with Bethany, turning the lens on the market right now. She discusses why the free cash flow of the Magnificent Seven is
Insurance-palooza! All You Need to Know to Protect Your Income and Wealth
It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent most of this year discussing how to accumulate and manage wealth. This month, we’re going to talk about how to protect it. Yes, we’re talking about insurance. Host Robert Brokamp is joined by Foolish colleague Amanda Kish to discuss:-The types of insurance ever
When Leverage Goes Wrong on Wall Street
The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn?
Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may leave China, and the stocks on our radar.
Travis Hoium, Lou Whiteman, and Jason Moser discuss:
- Situational Awaren
Microsoft Shows the Mag7 What AI Investment Looks Like
Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and whether Microsoft is the best Mag7 stock right now. Plus, an earnings lightning round and whether single stock or basket
The Consumer Is All Right!
Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despite some great numbers from Bloom Energy.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- SoFi’s Results
-
Paypal to Stripe: You’re Going to Have to Do Better Than That
Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s offer is too low. Matt, Lou, and Tyler digest PayPal's recent earnings and how that changes the dynamic of this acquisition drama. Plus, does Boeing finally have its act together, and why EV adoption is still so slow.
Have a question? Email us; pod
The Hottest IPO of 2026 Will Shock You
Memory has been hot in 2026 and that was no different today. China’s CXMT went public and gained nearly 500% on its opening day. We discuss the IPO along with NVIDIA potentially guaranteeing hundreds of billions of investments made to supply OpenAI.
Travis Hoium, Lou Whiteman, and Tyler Crowe discuss:
- NVIDIA’s OpenAI Guarantee
- More NVIDIA Investments
- A Hot IPO
- Memory Gets More Crowd
Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines
The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost always there before the collapse. Motley Fool analyst Rachel Warren sits down with Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, to dig into the psychology behind corporate disaster. She discusses why most fra
The Father of the 4% Rule Says Retirees Can Take Out Much More
William Bengen established 4% as the safe withdrawal rate more than 30 years ago. But in subsequent research, he has concluded that 4% is likely much too low. That research is thoroughly explained in his latest book, “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.” In this re-airing of an interview from last August, Bengen joined Motley Fool retirement expert Robert B
What Alphabet’s Stock Drop Tells Us About the Market Today
Alphabet’s stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what that means for big tech, neoclouds, and the entire supply chain. Plus, we get to Tesla’s earnings and the stocks on our radar.
Travis Hoium, Lou Whiteman, and Jason Hall discuss:
- Alphabet’s Free Cash Flow
- Who Blinks?
- Tesla’s Stock Drop
- The Price
Mag 7 Starts Burning Cash (for Real)
Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results were different in many ways, there was one common theme that spooked investors: cash burn. Jon, Lou, and Tyler break down the quarter where mag 7 stocks went cash flow negative and what that means. Plus, earnings from Tractor Supply, RTX, and what to watch when P
Alphabet’s New Model & Novo’s Lawsuit
A new Gemini model is out and the AI world isn’t impressed. But is this Alphabet knowing its business better than anyone else or a loss of the company’s magic? Plus, we discuss Novo Nordisk suing Eli Lilly and GE Vernova’s stock falling after a great earnings report.
Travis Hoium, Lou Whiteman, and Jon Quast discuss:
- Gemini’s Model Dud?
- Gemini Pro Delay
- Novo Sues Eli Lilly
- Novo’s De
Capital Market Earnings Crashout
Shares of capital market company MSCI and credit rating agency Equifax both posted double digit declines after posting earnings that were…ok? Matt, Lou, and Tyler dive into what went right and wrong in the most recent earnings and what to make of the two stocks today. Plus, what to make of the oil markets using Halliburton’s earnings results and what is the best banking ETF today?
Have a questi
Chinese AI Just Made History
Spain is the new soccer world champ, but Kalshi was also a winner from the World Cup as it added three million new users. On today’s show, Jon, Matt, and Rachel discuss the state of the predictions market and explain how predicting the outcome of an event is fundamentally different than investing in a stock. The team then moves into discussing how China’s Kimi K3 AI model could be disruptive to so
The Old Software Moat Is Dead — How to Spot the Enterprise AI Companies That Are Actually Winning
Most companies say they're doing AI. A surprising number are doing very little — and a Chief AI Officer at one of the world's largest automation platforms has the receipts to prove it. Motley Fool analyst Rachel Warren talks with Adam Field, Chief AI Officer at Tungsten Automation — a company serving 25,000 organizations including 40% of the Fortune 100 — about what separates real AI transformatio
The Truth About Spending in Retirement and Why It’s Good News
Knowing how much income you’ll need in retirement is a key variable in determining how much you need to have saved before you stop working. But what many people believe about how spending progresses over the course of retirement is wrong. Host Robert Brokamp speaks with David Blanchett, the head of retirement research at Prudential Financial and a portfolio manager for PGIM, about what the data sh
Tech Hits a Wall & Netflix Plunges
Tech stocks have dropped this week as earnings have given investors reason for concern. IBM left a lot to be desired and Netflix dragged on the market as well. We make sense of it all and give you the stocks on our radar.Travis Hoium, Lou Whiteman, and Emily Flippen discuss:- Tech Crashing- What We’re Watching- Netflix Earnings- History of Tech- Gemini Delayed- Radar StocksCompanies discussed: Tra
Uber’s New Acquisition and GE Aerospace’s Search for Parts
Shares of Uber are right about where they were a little over two years ago. The company has been grappling with how to navigate the world of robotaxis. One way is to lean into delivery services, and that’s why the company announced the acquisition of Delivery Hero today for $14.8 billion. Matt, Jon, And Tyler discuss Uber’s reasons for doing this now and whether a push into delivery can fend of th
Does PayPal Have a Buyer?
Stripe is reportedly circling PayPal in a deal that could end a frustrating run for the fintech giant, but is it a good enough deal to get done? We discuss that and Johnson & Johnson’s earnings, plus how Uber has become the incumbent in autonomous vehicles.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- PayPal’s Offer- How Stripe Gets a Deal Done- Why PayPal Says “No”- J&J’s Earnings- Uber
Big Banks Cash In, IBM Crashes Out
BM gave its investors a heads up about the upcoming quarter, and the market didn’t like what management had to say. The company’s pre-released earnings were lower than analyst expectations, and its raising questions about the spending priorities for IBM’s clients. Plus, the big banks all had blowout earnings reports, and it isn’t just from cashing in on the SpaceX IPO.Have a question? Email us; po
2 Hidden Businesses to Watch as AI Keeps Heating Up
Many investors feel like the AI trend peaked and some AI stocks are taking it on the chin in response. However, Taiwan Semiconductor is showing an accelerated growth rate and Meta Platforms is nearly doubling the scope of one of its important data centers, suggesting the AI buildout is still on. In light of this, Matt and Rachel each highlight a hidden company that can benefit from the trends. Fin
Why Most AI Projects Will Fail — And How to Find the Companies That Won't
ROI supersedes AI. That's the blunt verdict from Steve Lucas, Chairman and CEO of Boomi, who has spent 30 years at the top of enterprise software. With OpenAI burning $3 billion a month and Gartner projecting that up to 40% of enterprise AI projects will be abandoned by 2027, the blank-check era for AI spending is over — and the reckoning is coming faster than most investors realize. Motley Fool a
Trump Accounts Are Live, But Are They the Best Choice?
If you'd like to help a child, grandchild, or other young person get started investing, you have a few options when it comes to the type of account to open. Starting this month, a new option is available: Trump Accounts. Fools Robert Brokamp and Joel O’Leary discuss the details, pros, and cons. Topics covered:-Eligibility and contribution limits for Trump Accounts-The tax advantages, including pot
What History Teaches Us About Today’s Market
There’s no question artificial intelligence is the next big paradigm shift in technology, but how that shift plays out could determine how investors can make money. We discuss what we can learn from the PC era, the internet boom and bust, and the mobile phone era in technology. Plus, we discuss our hidden gems and stocks on our radar.
Travis Hoium, Andy Cross, and Lou Whitman discuss:
- 80s Le
Meta Has Been Busy
It’s not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these new AI, semiconductor manufacturing, and prediction market initiatives are value adding ideas or wasted capital . Plus, is GE Vernova worth its current price tag and what to make of communications REIT
Oil Pulls the Market Lower Again
Oil rose sharply early on Wednesday and the market didn’t like what it saw. But oil may not be the big driver of stocks that it was a few months ago and the pullback may simply be a healthy breather for hot stocks. Plus, we discuss some new EVs hitting the market and how satellites could disrupt telecom.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Oil Is Up Again
- Market Breathe
AI Expectations Hit a Fever Pitch
Every quarter recently, semiconductor stocks keep churning out incredible numbers. And every quarter, it seems as those companies somehow “miss expectations”. The most recent example was when Samsung Electronics reported a 1,900% increase in profits, the stock dropped so much it halted trading on the Korean composite index. Lou, Matt, and Tyler dig into the expectations game Wall Street is playing
Are Index Funds Making the Market “Irrational”?
Matt, Rachel, and Jon talk about SK Hynix’s upcoming U.S. IPO, explaining what high-bandwidth memory is and which companies could potentially benefit from the company’s IPO proceeds. The Motley Fool Hidden Gems Investing team then tackles two questions from the mailbag. The first relates to SpaceX and ETFs. The second talks about how ETFs and index funds have potentially changed the structure of t
The Man Who Survived 47 Days on a Raft Has a Lesson for Every Investor
Every market downturn will test you. Not your strategy, not your portfolio — you. And the investors who come out the other side aren't the ones who had the best picks going in. They're the ones who learned how to take a hit, stay in the game, and get smarter because of it. Motley Fool's Tom Gardner sits down with Louis Zamperini — World War II survivor, Olympic runner, and the man whose story insp
Declare Your Financial Independence!
It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. Since it’s July 4th, we thought it fitting that this month we focus on financial independence – in other words, retirement. How do you know if your retirement plan is on track? And how will you know when you’re financially ready to bid adieu to the working world? Fools Rob
Behind Wall Street’s Scorching Quarter
Q2 2026 was the best year on Wall Street since 2020 and AI led the way. But the gains weren’t evenly distributed and we discuss what’s sustainable and what’s not in the market. Plus, we discuss Meta becoming a neocloud and look back on the U.S. stocks that defined the past four decades.
Travis Hoium, Lou Whiteman, and Jason Moser discuss:
- Record Q2 Performance
- How AI Ruled the Day
- Meta
The Challenges of the China Market
HAve you noticed that more and more companies are finding the Chinese market is a headwind for companies? You’re not alone. Automotive companies, clothing retailers, beauty products, and many more are either losing market share or seeing sales decline. Jon, Matt, and Tyler break down why the Chinese market has been such a challenge for so many companies, who could be the next company to experience
Is The Oil Crisis Over? Or Is It Just Beginning?
Oil prices have plunged in recent weeks as the war in Iran appears to be coming to a halt. But why did predictions of $200 oil never materialize? We discuss the underlying dynamics. We also covered a new stablecoin that could be disruptive to payments and why Nike’s comeback is stalling out.
Travis Hoium, Lou Whiteman, and Tyler Crowe discuss:
- Why Oil Prices Are Dropping
- Did China Prevent
Picking the Winners of the Honeywell Breakup
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 w
Rocket Lab Shakes Up Satellite Communications
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:
The AI Headlines You Should Be Most Suspicious Of
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
401(k) Champions and Soaring Value Stocks
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
The New Villian in Tech
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 Vill
Nuclear Energy Gets a Big Government Boost (Again)
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
Micron Day Is Here!
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?-
Big Pharma Has a Case of Merger Mania
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 interesti
Toy Story 5 Reaches For the Sky
The Hidden Gems investing team dissects the big weekend for Toy Story 5 and which stocks could be winners with a resurgent box office. From there Jon, Matt, and Rachel look at how natural gas is poised to power data centers before ending on a listener’s question regarding value investing and how things have changed since Warren Buffett got his start.Jon Quast, Matt Frankel, and Rachel Warren discu
The Companies That Sound Most Confident May Be the Ones to Worry About
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 t
Mailbag! Maximizing Dividends, Spending in Retirement, Managing a 529
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
More Layoffs, Acquisitions, and SpaceX Becomes AI Company
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 Riv
IT Consulting is Not Having a Good Time
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 wan
Snap’s Specs Gamble
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
Buying Your Own Sports Team (with Stocks)
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, Ro
The AI the Government Just Shut Down
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 acqui
The Hidden Forces Behind Every Investment Decision
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 Ho
Your Roth Won’t Be Tax-Free If You Break These Rules
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 i
It’s SpaceX IPO Day!
SpaceX is officially public and we explain not only why that matters, but also how it may benefit companies like Alphabet long-term. We also explore 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
-
Digging into the bottlenecks of AI
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
Will EV Stocks Make a Comeback in 2026?
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 th
Opportunities in Europe’s “Digital Sovereignty”?
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 ra
Another Semiconductor Stock Is Headed to the S&P 500
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-
The Invisible Layer Protecting the World's Biggest Companies
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 t
How Much to Save for Your Financial Goals
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 a
IPO Season: Why Patience Is The Name of the Game
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
- IP
Recommended
girl talk 🎧🫧
Booked, Blonde & Busy w/ Olivia Ponton
LOVE SOMEONE with Delilah
Classical Christian Education
Veritas Vox - The Voice of Classical Christian Education
Enjoy Teaching Again | Elementary, Teacher Burnout, Student Behavior, SEL, Classroom Management
Entrepreneur Kids Legacy Show - Family Motivation, Business Boss Babies, Inspirational Speakers and Healthy fun food
McKinsey on Consumer and Retail
megahired.com
Telli Talks with Telli Swift
Harmonize Your Life: Conversation on Self-Care for Women of Color
Lighting the Legal Career Path
