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
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
Broadcom’s Stock Whiplash
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 buck
Alphabet’s $80 Billion Flex
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
- Bitco
Turnaround Stories and Shorting Stocks
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 o
Nvidia’s Next Big Growth Lever?
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 Wa
The AI Buildout Is Just Getting Started
Token consumption grew 17 times last year — not 17%, 17 times. So why are some investors still underexposed to the biggest structural shift in a generation? Motley Fool Contributing Analyst Rachel Warren talks with Jay Jacobs, US Head of Equity ETFs at BlackRock, about the firm's 2026 Thematic Outlook: why the AI infrastructure boom is still in its infancy, how thematic ETFs can give retail invest
Is Your Plan for Retirement Too Safe?
Determining when you can retire requires making several assumptions about the future. Some of the commonly recommended assumptions are very conservative, and may result in you working longer than necessary and spending less in retirement than you could. Robert Brokamp looks at some rules of thumbs that may be overly cautious.Also in this episode:-A study finds that financial mistakes can be a pred
The Conundrum of Investing in AI Today
Money continues to pour into AI companies like Anthropic, who announced a $65 billion fundraising round this week. But companies are starting to scrutinize their AI investments, which may not be paying off as hoped. Plus, we discuss some of our lessons of a lifetime investing and the stocks on our radar.
Travis Hoium, Lou Whiteman, and Emily Flippen discuss:
- Anthropic’s $65 billion raise
-
Snowflake Has a Hot New Product
Jon, Matt, and Travis start the episode by talking about Snowflake’s latest financial results that were catalyzed by one of its newest AI product offerings. The team then talks about the sluggish environment for refinancing mortgages as well as the publicly-traded companies that are impacted. And finally, they finish up talking about some hidden opportunities exposed by Fertitta Entertainment’s ac
The $1 Trillion Club Gets a Little More Crowded
Micron has had a turnaround for the ages, going from a free cash flow negative company to a $1 trillion valuation in a little over a year. What does it tell us about the AI buildout? Plus, we get to Eli Lilly’s incredible trial results, acquisition spree, and growth plans before ending with Zscaler’s earnings and why the stock fell 30% today.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:-
Has Ferrari Lost Its Mind?
Ferrari Luce has been announced and it’s getting widely criticised by for the design, which is very un-Ferrari. But maybe that’s the point for a company that sells vehicles that are more show item than utility. Plus, we discuss why the market is bullish on an Iran agreement and how AI spending may take a hit.
Travis Hoium, Matt Frankel, and Lou Whiteman discuss:
- Ferrari Luce
- The market th
Time To Diversify Internationally?
It’s a deep dive into the Hidden Gems Investing mailbag as Jon, Matt, and Rachel handle questions regarding international diversification, stocks that have lost momentum, and the changing cybersecurity landscape due to AI.
Jon Quast, Matt Frankel, and Rachel Warren discuss:
-Magnificent 7 stocks vs international diversification
-How to diversify into Japan and India
-Stocks that have lost mo
Thriving in the Age of Overwhelm
Why do so many people feel overwhelmed right now? And what can investors do about it? How can you separate market signal from media noise when headlines are designed to hijack your attention? Motley Fool Analyst Rachel Warren talks with Fred Marshall, author of Thrive: The Antidote to Future Shock, about staying calm, focused, and effective in a world changing faster than our ability to adapt.
H
Give Your Family the Gift of an Estate Plan, and Ask the Same of Them
Bad news, Fools: You and everyone you know is going to eventually pass away. And before then, you or the people you love may become physically or mentally incapacitated. But despite these certainties and possibilities, most people don’t have an estate plan, and if they do, it’s often outdated. Robert Brokamp speaks with attorney Jill Mastroianni, the host of the Death Readiness podcast, about how
SpaceX IPO Nears & Retail Makes a Comeback
We learned how much money SpaceX is (or isn’t) making from rocket launches and AI in anticipation of the company’s upcoming IPO. Plus, we discuss positive retail earnings, NVIDIA’s results, and software making a comeback.
Travis Hoium, Lou Whiteman, and Jon Quast discuss:
- SpaceX S-1
- NVIDIA earnings
- Target and Walmart’s results
- Software’s comeback
Companies discussed: Tesla (TSLA)
The SpaceX S-1: The Good, The Bad, The Verdict
Stop the presses (or the recording, I guess)! SpaceX has filed its S-1 in anticipation of an IPO. The team digs into the details of the IPO prospectus and looks for some of the things that stand out in this monumental, possibly $2 trillion, public offering.
Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Starlink’s profitability- The space launch businesses (sort of) profitability- The unbelie
Google Flexes Its AI Muscles
Google I/O revealed a lot about Google’s future in artificial intelligence. Not only did the company release a new model, updated search, and launched new AI glasses. We discuss what we learned, whether this is a real normie moment for AI, and what the impacts will be outside of Alphabet.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Google I/O- Is this AI for normies?- Downstream impacts
The Green Shoots in Home Depot’s Earnings
It may not look like much right now, but one small detail in Home Depot’s earnings report that should bode well for the beleaguered home improvement retail. We look at the company’s most recent results, whether the company’s stock looks attractive after a five year malaise, and what other companies in the housing and home improvement indsutryTyler Crowe, Matt Frankel, and Lou Whiteman discuss:- Ho
The AI Boom Runs Into an Unexpected Headwind
The market is buying everything AI related, but that love doesn’t extend to this year’s college graduates or the localities seeing data centers go up. We discuss the pushback to AI that many in Silicon Valley didn’t see coming. Plus, we give a peak at retail earnings and the drama in Lululemon’s board room.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- AI’s unexpected local pushba
The Power of Thinking Inside the Box
Why does having too much freedom often lead to business failures? How do strict boundaries drive innovation at companies like Pixar and Apple? How can investors use "satisficing" to make better choices in an overwhelmingly complex market? Motley Fool Chief Investment Officer Andy Cross talks with David Epstein, author of Inside the Box: How Constraints Make Us Bette
Host: Andy Cross
Guest: David
A Free Social Security Analysis Tool, and the Yield on the S&P 500 Hits an All-Time Low
he age at which you file for Social Security will be one of the most important retirement-related decisions you’ll make. Robert Brokamp discusses the pros and cons of delaying with CPA and financial planner Mike Piper, the creator of Opensocialsecurity.com, a free tool that helps retirees choose the optimal age to claim benefits.
Also in this episode:-A report from Standard & Poor’s finds that on
Our Pulse On the Stock Market Today
A look back on what we learned from earnings season, what is hot (and what is not) in the market, and a debate over whether or not inflation can halt the rally.
Travis Hoium, Jason Moser, and Lou Whiteman discuss:
- What worked (and what didn’t work) this earnings season
- What’s wrong with restaurant and apparel stocks?
- Should inflation talk worry investors?
- Plus, the stocks on our r
AI Is Supplying Blowout Earnings…Again
If you’re making a list of the companies delivering better-than-expected earnings results this quarter, then add Cisco and Lumentum to the list. Spending on data centers and other AI infrastructure is leading both companies to soaring heights, and their valuations reflect Wall Street’s Optimism. Tyler, Matt, and Jon break down the most recent earnings results from these two AI equipment suppliers
The Market Just Got a Huge Warning Sign
Costs are going up for consumers and producers, which may not be a trend that stops anytime soon. We discuss what’s driving the increases and how it may eventually cause some shocks in a highly valued stock market today.
Travis Hoium, Tyler Crowe, and Lou Whiteman discuss:
- Consumer price index (CPI) surge
- Producer price index (PPI) surge
- What higher inflation means for the market
Move Over, Magnificent 7, There’s a New Stock Basket in Town
One of Wall Street’s favorite hobbies is coming up with catchy nicknames for a group of stocks. Thanks to AI, we have a new one: The “AI 11”. Tyler, Matt, and Travis break down what’s in the AI 11 basket, whether its better to invest in baskets or individual companies, the AI Bubble, the state of athletic wear, and listener questions.
Tyler Crowe, Matt Frankel, and Travis Hoium discuss:
- Who’
What Should Investors Do With the New Wave of IPOs?
Fool contributors Jon, Matt, and Rachel discuss a surprisingly good quarter for an enterprise software company before pivoting to a conversation on hot, upcoming IPOs and how investors should be thinking about managing their portfolios in light of the new exciting opportunities.
Jon Quast, Matt Frankel, and Rachel Warren discuss:
-Monday.com’s financial results for the first quarter of 2026
How to Get Rich in American History
What 300-year-old investing principles still apply today? What can Teddy Roosevelt’s cattle farm disaster teach us about modern stock picking? And could you really buy real estate on the moon? In this episode, historian, investor, and author Dr. Joseph S. Moore joins the show to discuss his new book, How to Get Rich in American History.
Host: Rich Lumulleau
Guest: Joseph Moore
Producer: Ba
Maximizing Your 401(k), and Is Retirement Bad for Your Brain?
If you’re like most working Americans, your No. 1 strategy for accumulating enough money to retire is by contributing to a defined-contribution plan such as a 401(k), 403(b), or the federal Thrift Savings Plan. Consequently, when you retire will depend largely on how well you manage your account. Robert Brokamp provides 11 tips for making the most of your employer-sponsored retirement plan.
Also
Elon Musk, Chip Giant?
Elon Musk’s EV and rocket empire may be expanding into chips if recent plans to spend up to $119 billion in new chip fab facilities become reality. We discuss the implications for the industry and Musk’s companies, plus update on SaaS stocks, and what technologies have staying power for the next decade.
Travis Hoium, Dan Caplinger, and Tim Beyers discuss:
- Musk’s chip dreams
- SaaS recover
1 Chip Stock Making Bold Plans
It takes a lot of careful thought and planning to add more semiconductor manufacturing capacity. ARM Holdings has said they’ve seen enough demand that they are getting into the manufacturing business themselves. On today’s show, we break down ARMs decision to add production capacity, how it compared to AMD’s results, Doordash’s peculiar earnings, and we dig into the mailbag.
Tyler Crowe, Matt F
Can Uber Make an “Everything” App?
Uber has been in the middle of the autonomy debate and recently added hotels to the mix, so we’re wondering if they can be the “everything” app built around transportation? First quarter results indicated they have the momentum to do it. We also get to results from Disney and Novo Nordisk, which had investors cheering today.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Uber’s Q1
Shopify Retreats, Amazon Attacks
Shopify delivered a strong earnings report, but investors were underwhelmed by guidance. We take a look at how investors should feel about the company's long-term prospects. Plus, Amazon's move into logistics caused several shipping stocks to plunge. We look at what Amazon is up to and why it is entering a new market while spending billions on data centers.
Tyler Crowe, Matt Frankel, and Lou Whi
Forget Earnings Season. It’s Takeover Season.
A bevy of acquisition chatter has the Motley Fool Hidden Gems Investing team digging down into what can make or break a deal. The team discusses GameStop’s proposal to buy eBay for $56 billion, a rumor regarding interest from Anthropic to buy Atlassian, and lessons from a great acquirer in Berkshire Hathaway.Jon Quast, Rachel Warren, and Travis Hoium discuss:-GameStop’s $100 billion market cap amb
Nvidia’s Next Big Market
Where are we in the Nvidia story today? Is there an AI bubble? What’s Nvidia’s next big market? Motley Fool Chief Investment Officer Andy Cross talks with Stephen Witt, author of The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted Microchip.
Host: Andy Cross
Guest: Stephen Witt
Producer: Bart Shannon, Mac Greer
Disclosure: Advertisements are sponsored content and provi
How to Analyze Funds, and You May Retire Sooner Than Planned
According to the Investment Company Institute, more than 120 million individuals in the U.S. own some type of fund. After all, they may not have a choice; the most common way Americans save for retirement is through an employer plan such as a 401(k), and in most of those plans, the only investment choices are a menu of funds. Robert Brokamp and Amanda Kish discuss the factors to consider when eval
Hyperscalers Are Going Into Hyperdrive
Big tech earnings have shown that artificial intelligence has become a massive growth business for the biggest companies in the world. And it better be because they’re spending nearly $1 trillion per year on the technology, but will it pay off?
Travis Hoium, Lou Whiteman, and Jon Quast discuss:
- Big tech’s AI growth
- Is the economy healthy or hanging on by a thread?
- Market predictions
-
Mag 7, Markets, and Mailbag with CEO Tom Gardner
Motley fool co-founder and CEO Tom Gardner stopped by today on the podcast. There, he and the team browke down the changing dynamics behind earnings from four of the Magnificent 7 companies, what to make of consumer sentiment at a 60 year low, and answering a guest question about the new competition for NVIDIA chips.
Tom, Tyler, and Jon discuss:
- The markets reaction to Alphabet, Microsoft, A
Earnings Season Hits Overdrive
The flood of earnings has begun and there are some surprises to investors. Spotify, Robinhood, and SoFi all dropped after results failed to impress, but these are still solid businesses. Plus, we covered Bloom Energy’s rise and whether there’s risk in energy today.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Spotify and streaming prices and ads- Robinhood and SoFi drop- Bloom Energy and
OpenAI Misses Expectations - Should Tech Investors Worry?
OpenAI reportedly missed its own growth and revenue expectations recently, and shares of Oracle and other companies with large deals with the AI giant are trading lower. In this episode, the team discuss the OpenAI news and much more.
Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:
- OpenAI's disappointing growth and what it means for tech investors
- Whether OpenAI and its rivals will b
A New Chapter in AI’s Most Powerful Partnership
Jon Quast, Matt Frankel, and Rachel Warren discuss:
-Financial results from Domino’s Pizza and what it tells us about the economy
-Microsoft and OpenAI modify the terms of their partnership
-Qualcomm gets a boost from reported plans for an AI-native phone
-Mailbag: Why is the stock price not matching the business results?
Companies discussed: Domino’s Pizza (DPZ), OpenAI, Microsoft (MSFT),
Morgan Housel on History, AI, and the Future of Investing
Morgan Housel is the bestselling author of The Psychology of Money, Same As Ever, and The Art of Spending Money. At our recent Motley Fool member event, Senior Vice-President of Rule Breakers strategy Brian Richards sat down with Morgan for a conversation about how the AI boom is intersecting with human psychology and investing.
Host: Brian Richards
Guest: Morgan Housel
Producer: Bart Shann
A Guide to the Backdoor Roth IRA, and Heirs Squandering Inheritances
People look forward to retirement as a time of fewer obligations, but it can also be a time of lower taxes, especially if you have money in Roth retirement accounts. However, if you earn too much money, you can’t contribute directly to a Roth IRA. But you may still have an option. Host Robert Brokamp lays out the five steps to contributing to a backdoor Roth IRA, and highlights a landmine to avoid
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype
AI is driving the market in multiple directions in 2026 and this week’s winner was Intel, who has such high demand it’s selling chips it once thought were worthless. We discuss the dynamics and get to the Jobs/Cook run at Apple, and another SaaSpocalypse.
Travis Hoium, Lou Whitemand, and Jason Moser discuss:
- The Jobs/Cook era at Apple
- Intel & AI
- SaaSpocalype 3.0
- Value or falling k
Earnings Season Ramps Up -- And We've Seen Some Surprises
Earnings season is now in full swing, and we recently got a look at the latest results from Tesla (NASDAQ: TSLA) and some of the most prominent technology companies in the market. In today's episode, the team breaks down some of the key points investors need to know.Tyler Crowe, Matt Frankel, and Jon Quast discuss:
The biggest surprises from Tesla's earnings report and call.
Earnings from I
SpaceX Goes on $60 Billion AI Buying Spree
SpaceX is buying another AI company, this time it’s Cursor. The space company has transformed itself into an AI company, but does this mean it can catch up to Google, Anthropic, or OpenAI? Plus, we cover Amazon’s move into GLP-1s and Meta’s new AI use case.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- SpaceX agrees to buy Cursor
- Amazon gets into GLP-1s
- Meta’s AI spyware
Tim Cook Steps Aside – What's Next for Apple
It wasn't a complete surprise, but Apple (NASDAQ: AAPL) CEO Tim Cook is stepping aside and the company's current head of hardware, Jon Ternus, will be taking the helm in September. In this episode, the team discuss Cook's legacy, the biggest challenges and opportunities for the new leader, and more.
Tyler Crowe, Matt Frankel, and Jon Quast discuss:
- Tim Cook and his accomplishments at Apple
Are Robotaxis Coming to a City Near You?
Serial acquirer QXO has made a transformative $17 billion acquisition of TopBuild to create the second largest player in the industry. Motley Fool analysts Jason Hall and Matt Frankel break this deal down before discussing developments with Tesla’s Robotaxis and answering a listening question about selling stocks.
Jon Quast, Matt Frankel, and Jason Hall discuss:
-QXO’s $17 billion acquisitio
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run
We at The Motley Fool are proponents of investing in individual stocks. But does that result in betting your financial future on too few companies? In this second of a two-part conversation, Motley Fool Senior Advisor Robert Brokamp speaks with Ben Carlson about the risks of investing in individual stocks, market valuations, balancing saving for the future vs. enjoying life today, and the career a
Ben Carlson on Why the Stock Market Is the Best Casino in the World
We at The Motley Fool believe that investing in the stock market is the best path to long-term wealth. But it isn’t always easy to stick with stocks. In this first of a two-part conversation, Motley Fool Senior Advisor Robert Brokamp speaks with Ben Carlson about what we can learn from the Great Depression and Japan, how even the worst periods for investors eventually turn out fine over the long t
The Market’s New High Is Anything but Blah
As earnings season gets underway, the S&P 500 has soared past 7,000 for the first time. Our team reflects on the market’s rapid rebound as well as dissects the important financial reports we’ve received so far. Trends in digital advertising and generative AI are discussed. And the team parses news from noise in recent press releases before ending with stocks on our radar.
Jon Quast, Lou Whitema
Chip Stocks and Bank Earnings Extravaganza
Motley Fool contributors Jason Hall, Jon Quast, and Matt Frankel discuss financial news that investors should know about. On today’s show, this includes recent financial results from banking giants Bank of America (NYSE:BAC) and Charles Schwab (NYSE:SCHW), and key "picks and shovels" providers in the semiconductor industry, Taiwan Semiconductor (NYSE:TSM) and ASML (NASDAQ:ASML). They end the show
An Alphabet Stock Deep Dive
We dig deep into Alphabet, the tech giant that has become so much more than search. To start, we cover whether search is being disrupted and then cover the adjacent businesses like YouTube and Google Cloud that may have more power than you think. To end the show, we discuss some hidden gems in Alphabet’s portfolio that you may not realize are worth hundreds of billions of dollars.
Travis Hoium,
Assessing the Rise of Chinese EV Manufacturers
Chinese electric vehicles are quickly becoming a dominant force in the industry. Rapid growth is putting these cars on the map worldwide, but it hasn’t necessarily translated into profits. We take a listener question as a chance to dive into the Chinese Electric vehicle industry, the investability of these new vehicle manufacturers, and how it may shape or change our view of investing in the autom
Goldman Sachs Kicks Off Earnings Season
Motley Fool contributors Jon Quast, Rachel Warren, and Jason Hall discuss financial news that investors should know about. On today’s show, this includes recent financial results from investing bank Goldman Sachs as well as the U.S. blockade in the Strait of Hormuz. Finally, the team ends the show with a question from a listener regarding SpaceX’s upcoming IPO.Jon Quast, Rachel Warren, and Jason H
The Psychedelic Revolution
What if the next big breakthrough in mental health care has nothing to do with taking a daily pill? Founders of the Integrative Psychiatry Institute, Dr. Will Van Derveer and Keith Kurlander, join the show to discuss their new book, Psychedelic Therapy: A Revolutionary Approach to Restoring Mental Health and Reclaiming Your Life. Motley Fool analyst Sanmeet Deo talks with the founders about the sh
Hannah Moore on How to Become a Professional Financial Planner
Perhaps, amidst all your reading and podcast-listening about personal finances, you’ve thought to yourself, “I should explore becoming a professional financial planner.” If so, this is the episode for you. Host Robert Brokamp discusses the topic with Hannah Moore, the founder of Amplified Planning, the owner and principal financial planner at Guiding Wealth, and the creator of The Externship, a su
AI’s Most Dangerous Moment
The first quarter of 2026 is in the rearview mirror and earnings season begins next week. We discuss what we’re looking for along with the latest in the world of artificial intelligence at the biggest companies in the world.
Travis Hoium, Lou Whiteman, and Jon Quast discuss:
- Earnings season expectations
- AI’s most dangerous moment
- Is Meta back in AI?
- Home run CEOs
- Stocks on our
Will AI Destroy the Software Industry?
Matt Frankel, Tyler Crowe, and Jon Quast discuss:
Why software stocks are down amid AI concerns
The SaaS companies likely to be the most vulnerable
Software stocks that could win in an agentic AI world.
Companies discussed: NOW, CHGG, ADBE, TEAM, IGV, DDOG, HUBS, CNSWF, ASAN, ZS, CRWD, DUOL, CDNS, SNPS
Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Producer: Anand Chokkavelu
Engin
Why Alphabet is the Winner from Anthropic’s Incredible Growth
Anthropic has tripled revenue in the first three months of 2026, but the biggest beneficiary may be Alphabet. The company owns 14% of Anthropic and the AI startup is buying the company’s TPUs and using Google Cloud. We also discuss the rumored foldable iPhone and Delta’s earnings.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Anthropic’s growth
- Google’s big win
- Foldable iPho
Breaking Down Jamie Dimon’s Investing Letter
Reading Jamie Dimon’s annual letter to shareholders is one of those calendar events. For those who haven’t had time to read it, we broke down some of the big takeaways from the letter as well as pushed back at some of the things we were less sure about. Plus, dissecting Bill Ackman’s Universal Music Group bid and answering listener questions.
Tyler Crowe, Lou Whiteman, and Jason Hall discuss:
Smooth Investing When the Ride is Bumpy
Description: The Motley Fool Hidden Gems team takes a listener question about diversification, acknowledging the volatility in the stock market as well as why diversification is a winning strategy for the long term.Jon Quast, Matt Frankel, and Rachel Warren discuss:-Market volatility: What it is-How bad things can get-How diversification can help returns-Stocks that help long-term returnsCompanies
The Secret to Out-Innovating the Competition: Inside the Tesla Playbook
What’s the secret to out-innovating the competition? Former Tesla President Jon McNeill joins the show to discuss his new book, The Algorithm: The Hypergrowth Formula that Transformed Tesla, Lululemon, General Motors and SpaceX. Motley Fool analyst Rachel Warren talks with McNeill about the five-step formula for achieving hypergrowth, the hidden metric every investor should track, and the AI revol
Which Types of Investments Should You Own and Where Should You Own Them
It’s Month 4 of our financial planning challenge, which we’re calling “A Year Well-Planned.” This month, Fools Robert Brokamp and Stephanie Marini discuss the different ways to invest in stocks, bonds, and cash, and the account types to consider.
Topics covered:-The pros and cons of index funds, actively managed funds, and individual stocks-Choosing between cash and bonds for the safer side of yo
A $2 Trillion IPO & the Space Economy
Oil has soared to $110 per barrel, but hasn’t hit the economy yet. We discuss why and than get to the hottest IPO ever, SpaceX, and what the future of the space economy might look like.
Travis Hoium, Lou Whiteman, and Dan Caplinger discuss:
- Oil markets
- SpaceX’s $2 trillion IPO
- Our mini-portfolio
- Stocks on our radar
Companies discussed: TransDigm (TDG), Truist Financial (TFC), R
“Alexa, Let’s Go to Outer Space”
On the heels of the Artemis II launch and SpaceX’s confidential filing to go public, Amazon is reportedly looking to acquire Globalstar as it works on its own satellite internet ambitions. Our analyst team also takes a look at the economy through the lens of luxury furniture retailer RH before closing the show out by answering a question from our mailbag about good investing books for beginners.
Oracle Lays Off 30,000 and Nike Falls Flat Once Again
OpenAI announced a $122 billion capital raise and the market barely blinked. But this may indicate bigger challenges ahead for the AI giant. Then we discuss Nike’s disappointing earnings and why Oracle is laying off 30,000 employees.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- OpenAI’s $122 billion capital raise
- Nike’s disappointment
- Oracle lays off 30,000
Companies dis
Nobody Told Us This Was M&A Week
We’re only a couple of days into the week, but we’ve already seen some large merger & acquisition deals that could shake up the consumer goods and the food distribution industry. If that weren’t enough, the healthcare industry has its own deal announcements. Plus, mailbag questions
Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:
- Sysco’s $26 billion deal for Restaurant Depot
- McCormi
Bill Ackman Says Stocks Are “Stupidly Cheap”
The Motley Fool’s Hidden Gems team talks about how investors are divided about whether AI is a benefit or an existential risk for third-party demand aggregators. They also discuss the latest news from space as well as dissect comments over the weekend from billionaire investor Bill Ackman.
Jon Quast, Matt Frankel, and Rachel Warren discuss:
-The bull and bear cases for AI and 3rd party platfor
A Century of Plenty: The $700 Billion AI Supercycle
What will fuel the next 75 years of global economic growth? Chris Bradley, senior partner and director of the McKinsey Global Institute, joins the show to discuss his new book, A Century of Plenty: A Story of Progress for Generations to Come. Motley Fool analyst Rachel Warren talks with Bradley about the next 75 years, the $700 billion AI supercycle, and why the world needs an energy renaissance.
Find the Right Financial Planner for You
The Motley Fool was founded more than 30 years ago, based on the belief that you can manage your own money. However, not everyone has the time to learn how to become a do-it-yourself financial planner. Plus, you may want an objective second opinion from an expert every once in a while, just to make sure you’re covering all the bases.This week, Robert Brokamp speaks with Hannah Moore, the founder o
How We Invest In a Falling Market
The stock market has entered correction territory as the AI trade falls apart and rising energy prices risk a global recession. We discuss how to handle market downturns, what we see in energy markets, and why long-term investing is still the answer for investors.Travis Hoium, Andy Cross, and Lou Whiteman discuss:- Nasdaq correction- Energy’s shocking rise- The AI trade- How well do you know your
A New Trend in AI is Emerging: Efficiency
The approach to AI so far can be best described as a using brute force to make things happen. It’s been effective so far, but the approach starts to run into problems when the numbers get really big. Thankfully, some new developments in AI could help alleviate that challenge. Matt, Jon, and Tyler discuss how Google and ARM are advancing AI efficiency. Plus, social media’s bad week in court and the
Sora Is No Mora
OpenAI is shutting down Sora and its video generation models to focus on enterprise customers and coding. Meanwhile, Coinbase and Circle are crashing as congress considers a bill that could eliminate stablecoin rewards. The irony is, Coinbase could be more profitable without rewards.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Sora is shutting down- Stablecoins in congress- Amazon’s lat
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