Share Sounds. presented by Motley Fool Money

Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist on Spotify’s annual Wrapped release. Jason Moser and Asit Sharma discuss Ulta leveling out, and why a cheap valuation isn’t enough to keep Warren Buffett and Berkshire interested, Docusign’s strong 2024 and how Veeva Systems is seemingly back on track with their AI efforts, what re-invention Airbnb might be scheming up for 2025, and Spotify’s 2024 Wrapped and Jason and Asit’s “Portfolio Wrapped” for this year. Then, 19 minutes in, Ricky Mulvey and Mary Long dig into the early holiday box office numbers for Wicked and offer up some stocks inspired by L. Frank Baum and the world of Oz. Finally, 34 minutes in, Jason and Asit break down two stocks on their radar: Block and Wingstop. Stocks discussed: ULTA, VEEV, DOCU, ABNB, SQ, WING. Host - Dylan Lewis; Guests - Asit Sharma, Jason Moser, Ricky Mulvey, Mary Long

The crypto bulls were right. Bitcoin's market cap is now about the size of Alphabet. Jason Moser and Ricky Mulvey discuss the murder of Unitedhealthcare’s CEO, what’s contributed to Bitcoin’s rise to $100,000 per token, and Chewy’s trouble finding new customers. Then, 17 minutes in, Motley Fool Senior Analyst Sanmeet Deo joins Ricky to check in on a mall retailer that’s showing signs of a turnaround. Companies/Tickers discussed: UHC, BTC, PLD, KNSL, MKL, CHWY, SPG, ONON, GAP. Host - Ricky Mulvey; Guests - Jason Moser, Sanmeet Deo

It’s our annual Thanksgiving multi-course financial meal — we’re serving up humble pie, talking about the topics we’re skipping this year at the dinner table, and answering the questions you’ve sent our way to say thanks! Ron Gross and Jason Moser discuss the market’s strong returns over the past two years, but how they aren’t being enjoyed by all investors or consumers, why Target and Outset Medical helped serve up some humble pie this year, and why they’re thankful for Costco and Axon, and the topics they don’t want to touch at the Thanksgiving table: the election and tariffs. Then, 19 minutes in, we offer our thanks to listeners by fielding questions from our listeners about the paths to managing money, factoring your sleep number, what to make of retailer earnings, and how to spatchcock a turkey. Finally, 34 minutes in, Ron and Matt break down the holiday box office slate and two stocks on their radar: Garrett Motion and Samsara. Stocks discussed: TGT, OM, COST, AXON, GTX, IOT. Host - Dylan Lewis; Guests - Ron Gross, Jason Moser

Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to start the conversation with family about money. Asit Sharma and Dylan Lewis discuss NBC’s negotiations to extend their rights to broadcast rights to the Macy’s Day Parade, and why holiday live events are turning into an arms race, the expectations for Black Friday through Cyber Monday, and two predictions on the direction of consumer spend and who will be driving it in future years, and Warren Buffett’s plans for passing his wealth on to his family and philanthropic efforts, and the words of wisdom we should all have in mind as we get together with loved ones this week. Companies discussed: CMCSA, M, NFLX, AMZN, BRK.A, BRK.B. Host - Dylan Lewis; Guests - Asit Sharma

The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations. Jason Moser and Emily Flippen discuss how Walmart is thriving while Target struggles with “decelerating discretionary demand”, market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one, and Snowflake’s strong report and what its new deal with Anthropic means. Then, 19 minutes in, Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization. Finally, 34 minutes in, Emily and Jason break down two stocks on their radar: Tesla and C3Ai. Stocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI. Host - Dylan Lewis; Guests - Jason Moser, Emily Flippen, Dan Durn

Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model. Seth Jayson and Dylan Lewis discuss Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter, Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry, and Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market. Then, 15 minutes in, coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks. Companies discussed: NFLX, DIS, SAVE, JBLU, AAPL, LVMH. Host - Dylan Lewis; Guests - Seth Jayson, Mary Long, Asit Sharma

The future is growing brighter, and more efficient, for the entertainment giant. Jason Moser and Ricky Mulvey discuss highlights from Disney’s quarter, the future of ESPN, and Amazon’s new discount shopping venture, Haul. Then, 18 minutes in, Motley Fool Senior Analyst Yasser El-Shimy joins Ricky for a look at Rocket Lab, why investors are getting “euphoric” about the company and risks to watch. Companies discussed: DIS, AMZN, RKLB. Host - Ricky Mulvey; Guests - Jason Moser, Yasser El-Shimy

The market appreciates certainty — this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk. Jason Moser and Bill Mann discuss the market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration; at all-time highs after earnings, will the good times keep rolling for Axon and Palantir? And — Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth. Then, 19 minutes in, we go back into the Fool vault for a palate cleanser — in a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Rogers. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give. Finally, 28 minutes in, Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari. Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE. Host - Dylan Lewis; Guests - Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers

Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market last week. Asit Sharma and Dylan Lewis discuss the reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies, Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange, Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon, and why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound. Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO. Host - Dylan Lewis; Guest - Asit Sharma

Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go. Bill Mann and Matt Argersinger discuss how AI demand is refueling cloud growth at Amazon and Alphabet, but why there’s still some reason to be concerned about the sustainability of that spend, Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach, and Reddit’s first-ever quarterly profit, Atlassian getting its mojo back, and why the red-hot weight loss market didn’t turn into great quarterly results for Eli Lilly. This was recorded ahead of the 2024 election: so David Gardner offered up his advice for how to keep calm with your portfolio and mindset while the news cycle turned during election week. Then, 34 minutes in, Bill and Matt break down two stocks on their radar for very different reasons: eBay and Super Micro Computer. Stocks discussed: AMZN, GOOG, GOOGL, AAPL, RDDT, TEAM, LLY, EBAY, SMCI. Host - Dylan Lewis; Guests - Bill Mann, Matt Argersinger, David Gardner