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Is the software giant still a growth company? Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy. Plus, 18 minutes in, Mary Long and Motley Fool analyst Anthony Schiavone look at Hershey’s near-term headwinds and long-term opportunity for investors. Companies discussed: ORCL, MSFT, DOCN, HSY. Article discussed: https://www.wsj.com/tech/ai/microsoft-nadella-openai-inflection-9727e77a?mod=hp_lead_pos7. Host - Ricky Mulvey; Guests - Tim Beyers, Mary Long, Anthony Schiavone.

It’s not artificial intelligence. It’s Apple Intelligence. Nick Sciple and Ricky Mulvey discuss the updates from Apple’s Worldwide Developers Conference, and what they mean for the tech giant’s customers and investors. Plus, they look at how Cracker Barrel is trying to reinvent itself. Then, 18 minutes in, Alison Southwick and Robert Brokamp check in on the state of retirement. Got a question for Alison and Bro? Email it to [email protected]. Companies discussed: AAPL, MSFT, CBRL. Host - Ricky Mulvey; Guests - Nick Sciple, Alison Southwick, Robert Brokamp

If you own an S&P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple. Asit Sharma and Ricky Mulvey discuss why big tech is driving the market, earnings from Lululemon, and mindset advice for new investors. Plus, 17 minutes in, Mary Long interviews Tom Steyer, author of “Cheaper, Faster, Better: How We’ll Win the Climate War” about advancements in green tech. Companies discussed: AAPL, NVDA, MSFT, LULU, CAVA, CRM. Host: Ricky Mulvey; Guests - Asit Sharma, Mary Long, Tom Steyer

.. and other legendary leaders. David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habits of the World’s Most Successful People.” Ricky Mulvey caught up with Novak to discuss using power to empower others, lessons from market-beating executives, and why prioritizing people over results is a winning strategy. Host - Ricky Mulvey; Guest - David Novak

Sales slow for the software company. But is that the end of the growth story? Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stock’s slump is warranted. Then, 17 minutes in, Asit Sharma and Ricky Mulvey take a look at some companies that could ride the tailwinds of Nvidia’s standout earnings. Companies discussed: CRM, SNOW, AMZN, NVDA, AMD, MSFT, MU. Host - Mary Long; Guests - Tim Beyers, Asit Sharma, Ricky Mulvey

In 2018, the U.S. box office grossed almost $12 billion. This year, it’s expected to bring in closer to $8 billion. What’s eating the silver screen? Catie Peiper, the Fool’s resident entertainment expert, joins Ricky Mulvey for a look at the state of the movie industry. They discuss the relationship between streamers, studios, and theatres. and how losing China as a distributor changes the dynamics of business – and creativity. Where movie-making goes from here .. Companies discussed: DIS. Host - Ricky Mulvey; Guest - Catie Peiper

The tech giant continues to crush analysts’ lofty expectations. Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidia’s data center business, future growth stories for the company, and some questions about its valuation. Then, 13 minutes in, Matt Frankel and Mary Long continue their conversation about David and Goliath business match-ups. Companies discussed: NVDA, META, CAVA, SG, CMG, MKL, KNSL. Host - Ricky Mulvey; Guests - Asit Sharma, Mary Long, Matt Frankel

The Dow’s fresh 40k milestone reminds us that the index isn’t all about industrials, and that it’s caught up with the tech-heavy times. Jason Moser and Matt Argersinger discuss the Dow Jones at 40k, and a look back at the major companies that have led the exchange as it’s moved from traditional industrials and manufacturing to other industries, why the current market environment is helping Walmart reach new customers and leaving Home Depot shoppers on deferral mode, and the latest addition to Warren Buffett’s portfolio: Chubb. Then, 19 minutes in, Whole Foods co-founder John Mackey talks through lessons learned about life and business and his upcoming book The Whole Story. Finally, 35 minutes in, Jason and Matt break down two stocks on their radar: Shopify and T. Rowe Price. Stocks discussed: WMT, HD, CB, BRK.A, BRK.B, GOOG, GOOGL, SHOP, TROW. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger, John Mackey.

Step aside, Siri. A new generation of AI voice assistants has arrived. First, Asit Sharma and Mary Long dive into today’s inflation report and talk through the latest AI offerings from Alphabet and OpenAI. Then, 16 minutes in, Ricky Mulvey asks Jason Hall whether co-CEOS are ever a good idea. Companies/Tickers discussed: GOOG, GOOGL, MSFT, BOC, SKYH. Host - Mary Long; Guests - Asit Sharma, Ricky Mulvey, Jason Hall.

Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending. Ron Gross and Andy Cross discuss Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter, Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown, and how drinkmaker Celsius continues to find the energy for growth. Then, 19 minutes in, Motley Fool co-founder David Gardner provides some timeless advice for college grads. Finally, 27 minutes in, Ron and Matt break down two stocks on their radar: Toast and Trex. Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST. Host - Dylan Lewis; Guests - Andy Cross, Ron Gross, David Gardner, Mary Long.