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Motley Fool Money

Motley Fool Money: Big Tech’s $300B Spending Spree (7/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Big Tech’s $300B Spending Spree (7/2)
DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend. 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, and PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world. Then, 19 minutes in, this year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular season’s been any indication – plenty of ads for sports betting Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling. Finally, 34 minutes in, Ron and Jason break down two stocks on their radar: Academy Sports And Outdoors and Uber. Stocks discussed: AMZN, GOOG, GOOGL, PYPL, SPOT, CMG, DK, MGM, AOS, UBER. Host - Dylan Lewis; Guests - Ron Gross, Jason Moser, Ricky Mulvey, Nick Sciple
Guests:

Ron Gross, Jason Moser, Rickey Mulvey, Nick Sciple


Published:
Motley Fool Money

Motley Fool Money: Your Political Brain vs. Your Investing Decisions (4/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Your Political Brain vs. Your Investing Decisions (4/2)
Think you know how the trade wars will shake out? Don’t bet on it. Jim Gillies and Ricky Mulvey discuss the reaction to potential tariffs in Canada, separating your political ideas from your investments, and PayPal’s $15 billion buyback authorization. Then, 16 minutes in, 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
Guests:

Jim Gillies, Alison Southwick, Robert Brokamp


Published:
Motley Fool Money

Motley Fool Money: DeepSeek Disrupts, Big Tech Responds (31/1)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: DeepSeek Disrupts, Big Tech Responds (31/1)
The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending. Jason Moser and Asit Sharma discuss the shockwaves of a cheaper, more efficient option in AI compute, why big tech leaders like Microsoft and Meta are sticking to their buildout plans, and Apple’s continued struggles to find growth with the iPhone and its China business. Then, 19 minutes in, the earning rundown continues: Tesla finishes a flat year, but has big futurey plans for 2025 and 2026, Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks”, and Visa and Mastercard show the consumer is still doing quite alright. Finally, 34 minutes in, Jason and Asit break down two stocks on their radar: UPS and ServiceNow. Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW. Host - Dylan Lewis; Guests - Jason Moser, Asit Sharma
Guests:

Jason Moser, Asit Sharma


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Motley Fool Money

Motley Fool Money: The Hyperscalers Are Hyper-Spending (30/1)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: The Hyperscalers Are Hyper-Spending (30/1)
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? 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 $13Bn-and-growing AI business, and why “fungible fleet” is a potentially ominous phrase for Sam Altman. Companies discussed: META, MSFT, NVDA. Host - Mary Long; Guest - Asit Sharma
Guest:

Asit Sharma


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Motley Fool Money

Motley Fool Money: DeepSeek and AI’s Efficiency Era (27/1)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: DeepSeek and AI’s Efficiency Era (27/1)
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. 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, and what to focus on when the affected big tech companies — Apple, Microsoft, Meta, ASML — report earnings this week. Then, 19 minutes in, Senior Fool Analyst David Meier interviews John Zahurancik Fluence Energy’s President of the Americas about the utilities side of the renewables market. Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC. Host - Dylan Lewis; Guests - Tim Beyers, David Meier, John Zahurancik
Guests:

Tim Beyers, David Meier, John Zahurancik


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Motley Fool Money

Motley Fool Money: S&P 500 — New Highs, Same Valuation Questions (24/1)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: S&P 500 — New Highs, Same Valuation Questions (24/1)
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. 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 $500Bn planned joint venture between OpenAI, Softbank, and some of the biggest names in tech, and fantastic earnings reports from Netflix, GE Aerospace, and Twilio. Then, 19 minutes in, Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders: AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep. Finally, 32 minutes in, Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin. Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN. Host - Dylan Lewis; Guests - Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip
Guests:

Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip


Published:
Motley Fool Money

Motley Fool Money: AI Gets Star Power (23/1)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: AI Gets Star Power (23/1)
... as if it didn’t have enough already! 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, and GE Aerospace’s razor-and-blades business model. Then, 19 minutes in, Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny. Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG. Host - Mary Long; Guests - Asit Sharma, Seth Jayson
Guests:

Asit Sharma, Seth Jayson


Published:
Motley Fool Money

Motley Fool Money: TikTok on the Clock (17/1)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: TikTok on the Clock (17/1)
170 million TikTok users in the U.S. might be up for sale. What are they worth? 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, and 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 continue in 2025. Then, 19 minutes in, where will the stock market be at the end of 2025? Motley Fool co-Founder David Gardner and Ricky Mulvey have a guess and some guidance on how to keep the short-term noise out of the way of your long-term returns. Catch Ricky and David’s full conversation here: https://www.fool.com/podcasts/motley-fool-money/2025-01-11-david-gardner-the-case-for-rational/. Finally, 33 minutes in, Matt and Bill break down two stocks on their radar: Invitation Homes and Duolingo. Stocks discussed: AAPL, GOOG, GOOGL, META, GS, MS, JPM, WFC, PM, INVH, DUOL. Host - Dylan Lewis; Guests - Bill Mann, Matt Argersinger, David Gardner, Ricky Mulvey
Guests:

Bill Mann, Matt Argersinger, David Gardner, Ricky Mulvey


Published:
Motley Fool Money

Motley Fool Money: Big Bank Energy (16/1)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Big Bank Energy (16/1)
2024 was a good — very good — year to be a bank. Wall Street thinks 2025 may be even better. 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, and growing interest in private credit markets. Then, 18 minutes in, Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention. Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDA. Host - Mary Long; Guests - Matt Frankel, Kirsten Guerra
Guests:

Matt Frankel, Kirsten Guerra


Published:
Gavin Oldham

Thought for the Week: Insuring Risks Unknown

Gavin Oldham
Original Broadcast:

Thought for the Week

Thought for the Week: Insuring Risks Unknown
The past year has seen a litany of climate change disasters of which the wildfires in Los Angeles are the latest. Yet Americans still supported Trump's call to 'drill, baby, drill' in the presidential election. This is just the latest disaster that financial markets have to contend with. How much pressure can the insurance and investment markets take? The one thing that we know for sure is that, while the American people may have locked in their choice for the next four years, there's no such insurance for the bond market — it can strike at any time. Background music: 'Trap Unboxing' by Jimmy Fontanez_Doug Maxwell

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