Share Sounds. presented by Motley Fool Money related to Shares

Customers are willing to pay up, as long as it’s convenient. Amazon’s e-commerce segment proves it, but at Starbucks long lines during peak periods have customers rethinking their orders. Asit Sharma and Dylan Lewis discuss — in the face of revenue declines and struggling comps, are Starbucks’ shares worth watching? Amazon’s eye-popping operating margin, fueled by strength in its ad business, the cloud, and cost-cutting measures. Then, 15 minutes in, the name of the game in food is innovation — Mary Long talks with food and beverage analyst David Henkes about McDonald’s new approach with CosMc’s. Companies discussed: SBUX, AMZN, MCD. Host - Dylan Lewis; Guests - Asit Sharma, Mary Long, David Henkes.

Alex Chriss is still early in his tenure as the CEO of PayPal, but the company’s turnaround is already showing green shoots. PayPal’s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors. Then, 17 minutes in, what to do before you meet a financial advisor, and some questions to ask in an initial meeting. Companies discussed: PYPL, INTU, ZM, KNSL. Host - Ricky Mulvey; Guests - Matt Frankel, Alison Southwick, Robert Brokamp

We’re seeing consistently strong results this earnings season, but the market keeps looking forward. It loves Alphabet’s dividend and Tesla’s mass market ambitions, but is less sold on Meta commingling AI and the Metaverse. Andy Cross and Emily Flippen discuss Chipotle’s stellar comps and future store growth opportunity, why Tesla’s low-priced EV offering has investors overlooking down results, Alphabet getting in on the dividend game, and the market telling Meta – don’t spend on AI like that. Then, 19 minutes in, what Spotify, Snap, and Roku have to say about the strength of the ad market for 2024. Also, Emily and Andy break down two stocks on their radar: Tyler Technologies and Visa. Stocks discussed: CMG, TSLA, GOOG, GOOGL, META, MSFT, SPOT, SNAP, ROKU, V, TYL. Host - Dylan Lewis; Guests - Emily Flippen, Andy Cross

David Meier and Deidre Woollard discuss IBM’s potential acquisition of HashiCorp and how it helps grow the business. And — what was it about Meta’s earnings that gave the market pause? Companies discussed: IBM, HCP, META, NOW, CMG, ALGN. Host - Deidre Woollard; Guest - David Meier

Earnings are in full swing! We’ve got updates from the industry leaders in streaming, banking, chips and real estate – but strong numbers aren’t always turning into positive market reactions. Ron Gross and Matt Argersinger discuss whether investors should be buying Netflix’s “pay attention to this, not that”, what Taiwan Semi’s results say about chips and why investors are up on United Health despite the company’s recent cybersecurity issues, and the state of banking and brokerages, and why the current macro is confusing for everyone, even management at industrial REIT Prologis. Then, 19 minutes in, Malcolm Ethridge, CFP and author of Financial Independence Doesn't Happen by Accident, walks through money conversations you should be having during financial literacy month and why he’s watching cybersecurity. Finally, 36 minutes in, Ron and Matt break down two stocks on their radar: Five Below and UPS. Stocks discussed: NFLX, TSMC, UNH, BAC, GS, MS, SCHW, PLD, BUG, CIBR, UPS, FIVE. Host - Dylan Lewis; Guests - Matt Argersinger, Ron Gross, Malcolm Ethridge

Deal-making is back, and the banks are loving it. Asit Sharma and Ricky Mulvey discuss why Bank of America’s $1.5 billion in net charge-offs can be forgiven by investors, a long comeback for wealth management at Merrill Lynch, and IMAX’s cash flow story and the future of movie theaters. Plus, 16 minutes in, Alison Southwick and Robert Brokamp answer listener questions about tracking investments, leveraged shares, and life insurance. Stocks/tickers mentioned: BAC, MS, IMAX, AMZU, NVDU, SOXL. Host - Ricky Mulvey; Guests - Asit Sharma, Robert Brokamp, Alison Southwick

Google is the latest tech company to host a conference full of AI pronouncements. Asit Sharma and Deidre Woollard discuss why the market is smiling on Alphabet lately, how Google’s announcements show the company’s AI ambitions and what Blackstone might buy next. Then, 17 minutes in, Robert Brokamp interviews Steve Chen, the CEO of NewRetirement, on what savers often miss about retirement. Companies discussed: GOOG, GOOGL, BX, MSFT, AZMN. Host - Deidre Woollard; Guests - Asit Sharma, Robert Brokamp

James Rhee is the former CEO of Ashley Stewart, a professor, entrepreneur, and the author of “red helicopter — a parable for our times: lead change with kindness (plus a little math).” Mary Long caught up with Rhee for a conversation about: an unlikely turnaround at a retailer serving plus sized, moderate income black women, eing kind versus being nice, when liabilities can become assets and vice versa, and real world goodwill versus the accounting version. Companies mentioned: NVDA. Host - Mary Long; Guest - James Rhee

Instead of the age of artificial intelligence, investors might be better off thinking of this as the age of co-intelligence. We dig into how you can embrace AI and put it to use. Jason Moser and Bill Mann discuss why Disney and Nelson Peltz were both winners in the company’s board fight, Alphabet’s rumored interest in marketing software provider Hubspot, and Spotify’s price hikes, the strength in Levi’s direct to consumer model, and a true blank check business. Then, 19 minutes in, Wharton Professor Ethan Mollick breaks down his four rules for using AI, and other tips from his new book Co-Intelligence: Living and Working with AI. Finally, 34 minutes in, Jason and Bill break down two stocks on their radar: Cognex and WD40. Stocks discussed: DIS, GOOG, GOOGL, HUBS, SPOT, LEVI, DJT, WDFC, CGNX. Host - Dylan Lewis; Guests - Jason Moser, Bill Mann, Ethan Mollick

Value and growth investors don’t need to be at odds; they’re all playing the same game. Jim Gillies and Ricky Mulvey discuss payments company, Nuvei, going private and the deal's winners and losers, a demand shift to hybrid vehicles, and what Tesla’s deliveries miss means for the carmaker. Then, 16 minutes in, Robert Brokamp and Alison Southwick take a look at a couple’s real-life finances. Companies discussed: NVEI, PYPL, ADYE.Y, TSLA. Host - Ricky Mulvey; Guests - Jim Gillies, Alison Southwick, Robert Brokamp, Tyler Satre, Cristen Oehrig Satre