Author: The Motley Fool

Now he wants to run OpenAI.

(00:21) Jason Moser and Mary Long discuss:

- Elon Musk’s bid for OpenAI

- What BYD’s rollout of self-driving technology means for Tesla

- Revitalized interest in Upstart’s AI lending platform

- Developments in the buy now, pay later space

Then, (17:39), Anand Chokkavelu hosts Fool contributors Jason Hall and Rick Munarriz for a Scoreboard episode breaking down Trex, the composite decking company.

To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup.

Companies mentioned: MSFT, TSLA, BYD, UPST, JPM, AFRM, FIS, TREX

Host: Mary Long

Guests: Jason Moser, Anand Chokkavelu, Jason Hall, Rick Munarriz

Producer: Ricky Mulvey

Engineers: Dan Boyd, Michael Schweitzer

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We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss:

- Shopify as a 100-year company.

- What a change in de minimis rules would mean for merchants.

- Shopify’s growth levers.

Company discussed: SHOP

Got a question for the show? Email us at podcasts@fool.com

Note: Ricky Mulvey has a position in SHOP

Host: Ricky Mulvey

Guests: Asit Sharma, Harley Finkelstein

Producer: Mary Long

Engineer: Rick Engdahl

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The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime.

(00:14) David Meier and Dylan Lewis discuss:

- HIMS taking a big swing at the weight-loss industry, trying to seize a tight window for acquiring customers that want GLP-1 drugs and shift public opinion on them.

- Dunkin’ and Starbucks taking very different approaches for morning coffee drinkers.

- McDonald’s lackluster Super Bowl ad and earnings results.

WSJ article on HIMS: https://www.wsj.com/health/pharma/hims-super-bowl-ad-spotlights-weight-loss-drug-copycats-as-clock-ticks-on-their-business-3a225c5c

(21:35) Robert Brokamp and Alison Southwick continue their conversation on 401ks and how you can get yours in better shape.

Companies discussed: HIMS, LLY, NVO, SBUX, SKX, MCD

Host: Dylan Lewis

Guests: David Meier, Robert Brokamp, Alison Southwick

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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The principles of investing are fairly simple to understand. Application requires some intensity.

William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life. Green also hosts a podcast with the same title. Robert Brokamp caught up with him for a conversation about:

- What successful investing comes down to.

- The personality traits of market beaters.

- Investing lessons from Charlie Munger, Howard Marks, and John Templeton.

Companies mentioned: BRK.A, BRK.B, MKL

Host: Robert Brokamp

Guest: William Green

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend.

(00:43) 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.

- PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world.

(19:03) 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.

(33:46) 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

Engineers: Rick Engdahl

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Two things can be true.

(00:14) Bill Barker and Ricky Mulvey discuss:

- Legislation to ban DeepSeek on US government devices.

- Hershey’s quarter, and what it reveals about American eating habits.

- Eli Lilly’s blockbuster weight-loss drugs, and questions about its valuation.

Then, (18:26) Ricky continues his conversation with writer Jordan Harper about the challenges of making TV and movies in the streaming era.

Companies discussed: NVDA, HSY, LLY

Host: Ricky Mulvey

Guests: Bill Barker, Jordan Harper

Producer: Mary Long

Engineer: Rick Engdahl

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Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works?

(00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss:

- Why cloud computing isn’t going anywhere.

- YouTube’s secret sauce.

- What Palantir really does.

Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news.

Companies mentioned: GOOG, NFLX, PLTR

Host: Mary Long

Guests: David Meier, Ricky Mulvey, Jordan Harper

Engineer: Rick Engdahl

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Think you know how the trade wars will shake out? Don’t bet on it.

(00:14) Jim Gillies and Ricky Mulvey discuss:

- The reaction to potential tariffs in Canada.

- Separating your political ideas from your investments.

- PayPal’s $15 billion buyback authorization.

Then, (16:38) 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

Producer: Mary Long

Engineer: Rick Engdahl

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The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech.

(00:14) Asit Sharma and Dylan Lewis discuss:

- The Trump Administrations plans for tariffs on imports from Canada, Mexico, and China, and the “de minimus” exemption on imports below $800.

- How businesses like cross-border railroad Canada Pacific Kansas City are responding to tariffs potentials affecting the flow and volume of goods.

- OpenAI and Softbank’s latest set of announcements – a $3B enterprise contract and joint venture to bring artificial intelligence offerings to Japanese businesses.

(17:43) In the week before Trump’s inauguration, the FDA announced that Zyn, the viral nicotine pouch, would be allowed to stay on the market. Mary Long talks with Fool analyst Nick Sciple about what these regulatory changes mean for Big Tobacco’s “smoke-free” future.

Companies discussed: CP, SFTBY, PDD PM, MO

Host: Dylan Lewis

Guests: Asit Sharma, Mary Long, Nick Sciple

Producer: Mary Long

Engineers: Rick Engdahl

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The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But what does that vision look like?

Lionel Barber is the former Editor-in-Chief of The Financial Times and author of the book “Gambling Man: The Secret Story of the World’s Greatest Disruptor, Masayoshi Son.” Ricky Mulvey caught up with Barber to discuss:

- Masa Son’s instincts as a salesperson and investor.

- Why the founder is still driven by his roots.

- Questions for anyone who’s tempted to put their life savings into SoftBank.

Tickers mentioned: SFTBY, NVDA

Host: Ricky Mulvey

Guest: Lionel Barber

Producer: Mary Long

Engineer: Rick Engdahl

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