Author: The Motley Fool

The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.

(00:44) Jason Moser and Asit Sharma discuss:

- The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans.

- Apple’s continued struggles to find growth with the iPhone and its China business.

(19:03) The earnings rundown continues!

- Tesla finishes a flat year, but has big futurey plans for 2025 and 2026.

- Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks.”

- Visa and Mastercard show the consumer is still doing quite alright.

(34:47) Jason and Asit break down two stocks on their radar: UPS and ServiceNow.

Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW

Host: Dylan Lewis

Guests: Jason Moser, Asit Sharma

Engineers: Rick Engdahl

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Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?

(00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss:

- Whether the DeepSeek story changes how investors should view off-the-walls AI spending.

- The future of Reality Labs.

- Microsoft’s $13B-and-growing AI business.

- Why “fungible fleet” is a potentially ominous phrase for Sam Altman

Companies discussed: META, MSFT, NVDA

Host: Mary Long

Guest: Asit Sharma

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic.

(00:14) Anthony Schiavone and Dylan Lewis discuss:

- The market’s very upbeat reaction to Starbucks’ fairly lackluster results.

- Brian Niccol’s “Back to Starbucks” plan and the progress so far.

- Brad Jacob’s plans to run his proven acquisition playbook at QXO, and why Beacon isn’t eager to be bought up.

(13:16) Is there a way to make clothing rentals work? If there is, Rent the Runway hasn’t quite figured it out. But a quiet competitor might have. Fool analyst Nick Sciple joins Mary Long to talk about a mall retailer with a subscription side hustle.

Companies discussed: SBUX, QXO, BECN, RENT, URBN, ANF

Host: Dylan Lewis

Guests: Anthony Schiavone, Nick Sciple, Mary Long

Engineers: Rick Engdahl

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The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around?

(00:14) Jason Moser and Mary Long discuss:

- Why not all airlines are facing the same headwinds

- GM’s quarterly net loss

- The just-announced partnership between X and Visa.

Then, (14:54), Robert “Bro” Brokamp and Amy Bach talk about how homeowners can better understand their insurance policies and how to prepare for a potential loss.

Tickers mentioned: JBLU, UAL, DAL, GM, V

Host: Mary Long

Guests: Jason Moser, Robert “Bro” Brokamp, Amy Bach

Engineers: Rick Engdahl, Austin Morgan

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The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less.

(00:14) Tim Beyers and Dylan Lewis discuss:

- The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resource-intensive approach will affect artificial intelligence technology.

- Why software prowess and efficiency will be the major themes for AI in 2025.

- What to focus on when the affected big tech companies – Apple, Microsoft, Meta, ASML – report earnings this week.

(19:15) Senior Fool Analyst David Meier, interviews John Zahurancik Fluence Energy’s President of the Americas, about the utilities side of the renewables market.

Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC

Host: Dylan Lewis

Guests: Tim Beyers, David Meier, John Zahurancik

Engineers: Rick Engdahl

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There’s more to the legendary chipmaker than its tech stack.

Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia Way.” Best-selling author Morgan Housel interviews Kim for a conversation about:

- The early days at Nvidia and its long path to “overnight” success.

- What drives Nvidia’s employees.

- How Jensen Huang takes long-term thinking to the extreme.

Premium Motley Fool members can catch Morgan and Tae’s full conversation here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-the-nvidia-way

To become a premium Motley Fool member, go to www.fool.com/signup

Host: Morgan Housel

Guest: Tae Kim

Producer: Mac Greer, Mary Long

Engineer: Tim Sparks, Rick Engdahl

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At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence.

(00:44) Jason Moser and Asit Sharma discuss:

- The S&P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it.

- Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech.

- Fantastic earnings reports from Netflix, GE Aerospace, and Twilio.

(19:03) Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders.

AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep

(32:30) Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin.

Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN

Host: Dylan Lewis

Guests: Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip

Engineers: Rick Engdahl

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...as if it didn’t have enough already!

(00:14) Asit Sharma and Mary Long discuss:

- The new venture to build out American AI infrastructure.

- How 20 data centers get a $500 billion price tag.

- GE Aerospace’s razor-and-blades business model.

Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny.

Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG

To become a premium Motley Fool member, go to www.fool.com/signup

Host: Mary Long

Guests: Asit Sharma, Seth Jayson

Engineer: Rick Engdahl

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Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years?

(00:14) Jim Gillies and Dylan Lewis discuss:

- Netflix’s record subscriber additions, new all-time highs, and how price increases feed into its advertising plans.

- The market’s Shiller PE ratio as the Trump Administration takes over, and how high valuations affect expectations around returns.

- What updates from Interactive Brokers and Schwab say about where investor minds are at.

(17:17) What would it take to live a hundred healthy years?

Fool analyst Sanmeet Deo talks with Jonathan Swerdlin, co-founder of Function Health, about the overlapping future of artificial intelligence and human health.

Companies discussed: NFLX, TKO, GOOG, GOOGL, AMZN

Premium Motley Fool members can catch the full AI Summit replay here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay

You can become a premium Motley Fool member at: www.fool.com/sigup

Host: Dylan Lewis

Guests: Jim Gillies, Sanmeet Deo, Jonathan Swerdlin

Producer: Mary Long

Engineers: Rick Engdahl

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Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so much is in flux and anything can go to the moon, how do you figure out what actually matters?

(00:14) Anthony Schiavone and Mary Long discuss:

- Separating signal from noise in an attention economy.

- Finding value in a fast-changing world.

- Earnings from a company that straddles the digital and the physical.

Then, (16:02), Robert Brokamp and Alison Southwick talk about how to build a comfortable income cushion for your retirement.

Check out the Nick Maggiulli article mentioned here: https://ofdollarsanddata.com/the-new-currency-is-attention/

Companies mentioned: PLD, $TRUMP, $MELANIA

Host: Mary Long

Guests: Anthony Schiavone, Robert “Bro” Brokamp, Alison Southwick

Producer: Dylan Lewis

Engineer: Rick Engdahl

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