Author: The Motley Fool

The Federal Reserve holds rates steady for now, but an ever-evolving trade and tariff picture raises questions about for how long. Also, Meta Platforms and Microsoft earnings suggest no slowdown in AI spending. 

Lou Whiteman, Rachel Warren, and Jon Quast discuss:

- The Federal Reserve’s decision to keep rates steady

- A shift in smartphone production

- Microsoft and Meta Platforms commit to continued elevated capex spending

- Who will be the next $4 trillion company?

Companies discussed:  Meta Platforms (META), Apple (AAPL), Microsoft (MSFT), Nvidia (NVDA) 

Host: Rachel Warren

Guests: Lou Whiteman, Jon Quast

Engineer: Bart Shannon

 

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Earnings from Starbucks, Visa, and Spotify’s earnings give us a read on the consumer and Samsung takes a big chip order from Tesla. 

(00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Tesla’s chip deal with Samsung

- Spotify’s earnings

- Visa, Starbucks, and Booking earnings

- Are you bull or bear?

Companies discussed: Tesla (TSLA), Spotify (SPOT), Visa (V), Starbucks (SBUX), Booking (BKNG), NVIDIA (NVDA)

Host: Travis Hoium

Guests: Lou Whiteman, Rachel Warren

Engineer: Bart Shannon

 

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Between battered industries and overlooked opportunities, plenty of dividend-paying companies have slipped to the bottom of the earnings jar. Today, Emily Flippen, Matt Argersinger, and Ant Schiavone dig into:

• The shrinking ranks of “Dividend Knight” contenders
• Healthcare stocks with hard times but high yields
• What investors should prioritize in dividend-paying stocks

Companies discussed: NVO, UNH, WHR, PLD, CNQ, SCHDHost: Emily Flippen, Anthony Schiavone, Matthew Argersinger
Producer: Anand Chokkavelu
Engineer: Adam Landfair, Natasha HallDisclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

The former Chip King is cutting again in hopes of finding a path to sustainable growth.

Tim Beyers and Jose Najarro discuss:

- Intel’s big restructuring plans.
- Predictions for when Intel Foundry may finally be profitable.
- The seven links of the semiconductor value chain.We also ask Jose to rank six of his favorite stocks in the sector!

Companies discussed: INTC, TSM, ASML, MU, NVDA, CDNS, LRCX

Host: Tim Beyers
Guests: Jose Najarro
Producer: Anand Chokkavelu
Engineer: Adam Landfair

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

So, what is the role of business? Motley Fool contributor Rich Lumelleau and Motley Fool analyst Dave Meier talk with Andy Hoffman, Professor at University of Michigan’s Ross School of Business and School of Sustainability. He’s the author of 14 books, including this most recent, Business School and the Noble Purpose of the Market. The conversation covers a motley array of topics:

• Business and Sustainability
• Business School
• ESG Funds
• Heresy to Dogma
• Sectors to Watch

Host: Rich Lumelleau, Dave Meir

Producer: Mac Greer

Engineer: Dan Boyd, Natasha Hall

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

529 plans aren’t just for college anymore. Robert Brokamp speaks with Martha Kortiak Mert of Savingforcollege.com about the newly expanded uses of 529s and how to choose the right plan for you.

Also in this episode:

-How does your 401(k) compare to the average worker’s?

-Is it time to buy small-cap stocks?

-What you should do with the “raise” you’ll receive from the One Big Beautiful Bill

Companies discussed: VTWO, IJR

Host: Robert Brokamp

Producer: Anand Chokkavelu

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Meme stocks had a huge week, earnings season got into full swing with Alphabet going big on AI, and we draft our top stocks in the S&P 500 today.

Travis Hoium, Lou Whiteman, and Emily Flippen discuss:

- Meme stock mania returns

- Alphabet’s $85 billion AI bet

- Fantasy stock draft

- 60-second earnings takes

- Radar stocks

Companies discussed: Alphabet (GOOG, GOOGL), GXO, UPS, Accenture (ACN), Truist (TFC), Tyler Technologies (TYL), Lululemon (LULU), Chipotle (CMG), Apple (AAPL), Alphabet (GOOG), GM (GM), MGM Resorts (MGM), Garmin (GRMN), Chagee Holdings (CHA), Intel (INTC).

Host: Travis Hoium

Guests: Lou Whiteman, Emily Flippen

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Frankel, Tom Gardner, Jon Quast, and Jonathan Wilder discuss:

- Earnings disappointments from Tesla and Chipotle

- AI-powered growth from Alphabet and ServiceNow

- IBM's surprisingly strong AI business

- Figma's upcoming IPO

Companies discussed: TSLA, CMG, GOOGL/GOOG, IBM, NOW

Host: Matt Frankel

Guests: Tom Gardner, Jon Quast, Jonathan Wilder

Producer: Anand Chokkavelu

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Find out who our gold, silver, and bronze winners are this week. We'll take a look at earnings from General Motors, Intuitive Surgical, and Enphase Energy, and we will also discuss the recent tariff deal struck between the US and Japan.

Companies mentioned: GM, ISRG, ENPH

Host: Travis Hoium

Guests: Lou Whiteman, Matt Frankel

Learn more about your ad choices. Visit megaphone.fm/adchoices

With Block joining the S&P500 and Figma pricing its IPO, investors may be wondering if they should be rising with the tide or fishing where others are not.Emily Flippen, Jason Hall, and Sanmeet Deo discuss:

• Whether or not it makes sense to "buy the add" when a stock is added to an index
• Figma's drive to enter public markets and its current valuation
• Contrarian investment ideas for beaten-down rule breakers

Companies discussed: XYZ, FIG, ROKU, PTON, W,  ETSYHost: Emily Flippen, Jason Hall, Sanmeet Deo
Producer: Anand Chokkavelu
Engineer: Dan Boyd, Adam LandfairDisclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices