Author: The Motley Fool

Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised. 

(1:08) Jason Moser and Bill Mann discuss:

- Nvidia’s killer quarter, and why the market yawned over the results. 

- The global IT outage’s impact on Crowdstrike’s past quarter and outlook for the rest of the year. 

- Chewy’s continued turnaround, Dollar General’s merchandising woes, and the new-look mature Salesforce.

(19:11) Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks’ leadership teams. 

(33:16) Jason and Bill break down two stocks on their radar: Birkenstock and Alimentation Couche-Tard.

Stocks discussed: NVDA, CRWD, CHWY, DG, CRM, BIRK, ANCTF

Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, Nell Minow

Engineers: Steve Broido

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“If you thought we were in the weeds, now we’re about to start tunneling.”

Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads up, this show gets to some more advanced concepts than our usual fare. They discuss:

- The basics of balance sheets. 

- If lululemon has an inventory problem.

- A cautionary tale from a mattress seller. 

- Companies with strong balance sheets, (besides Berkshire Hathaway).

Companies discussed: OTC: KSIOF, WING, LULU, SNBR, CATO, CHGG, EBAY, COST, SFM, ASO, MEDP, WINA 

Host: Ricky Mulvey

Guest: Jim Gillies

Engineer: Tim Sparks

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When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already a lot more competition. 

Jeremy Kahn is the AI Editor at Fortune Magazine and the author of the new book, “Mastering AI: A Survival Guide to our Superpowered Future.” Alex Friedman caught up with Kahn to talk about the current AI landscape. They also discuss:

• Bill Gates’ initial hesitancy to invest in OpenAI.
• Where LLMs go from here.
• Developments in biotech.

Host: Alex Friedman

Guest: Jeremy Kahn

Producer: Mary Long

Engineer: Dez Jones

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Why is the chip designer spending $50 billion on share buybacks?

(00:21) Tim Beyers and Ricky Mulvey discuss:

- Highlights from Nvidia’s earnings.

- What future supercomputing systems could create.

- CrowdStrike’s first call since its outage.

Companies discussed: NVDA, CRWD, PANW, S

Learn more about the Range Rover Sport at www.landroverusa.com

Host: Ricky Mulvey

Guest: Tim Beyers

Engineer: Tim Sparks

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The U.S. has tried to prevent advanced microchips from getting into the hands of its military rivals. They’ve only had partial success.

(00:21) Alicia Alfiere and Mary Long discuss results from retailers, Abercrombie’s turnaround, and Chewy’s commitment to customers.

Then, (12:40) New York Times reporter Ana Swanson talks with Ricky Mulvey about how Nvidia chips are ending up in China, despite America’s efforts to keep them stateside. Read Ana’s story here.

Companies discussed: CMG, JWN, ANF, CHWY, NVDA

"With Smugglers and Front Companies, China is Skirting American A.I. Bans." https://www.nytimes.com/2024/08/04/technology/china-ai-microchips.html

Host: Mary Long

Guests: Alicia Alfiere, Ana Swanson, Ricky Mulvey

Engineer: Tim Sparks

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In less than two years one company became the driving force of the S&P 500. That rise is unprecedented.

(00:21) Bill Mann and Ricky Mulvey discuss:

- Expectations going into Nvidia’s earnings results.

- Temu’s owner, PDD, shedding $55 billion in value.

- One possible reason why a co-CEO is talking down his company’s stock.

- Red Lobster’s new CEO.

Then, (15:35) Robert Brokamp interviews Dan Otter and Scott Dauenhauer about the challenges that teachers face while saving for retirement.

Learn more about the Range Rover Sport at www.landroverusa.com

See how your 403(b) stacks up at www.403bwise.org

Companies discussed: NVDA, CSCO, PDD

Host: Ricky Mulvey

Guests: Bill Mann, Robert Brokamp, Dan Otter, Scott Dauenhauer

Producer: Mary Long

Engineer: Dan Boyd

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Another set of tariffs might stall BYD’s international expansion in EVs, and it still isn’t clear if Peloton is actually going anywhere.

(00:21) Asit Sharma and Dylan Lewis discuss:

- Canada’s tariffs on electric vehicles from China, and what it says about global production and adoption of EVs.

- Tesla’s diversified approach to manufacturing coming in handy as Canada, the U.S., Europe and China all craft trade policies.

- Peloton’s return to growth… kind of. And why we’re not buying the turnaround yet.

(15:15) Mary Long talks with David Foulkes, CEO of Brunswick Corporation, on the company’s subscription boating service and the latest in marine technology.

Companies discussed: BYDDY, TSLA, PTON, BC

Host: Dylan Lewis

Guests: Asit Sharma, Mary Long, David Foulkes

Producer: Ricky Mulvey, Mary Long

Engineers: Dan Boyd, Austin Morgan

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To become an expert, you may not always need expertise. You may just need to start asking better questions. 

Tim Beyers is a lead analyst at The Motley Fool and a frequent guest on Motley Fool Money. He’s also the host of This Week in Tech, a weekly show on our premium livestream. In today’s show, Tim talks with Mary Long about:

• What convinced him to buy Amazon for the first time (and why he sold 2 years later).
• Unit economics, and one company that excels at it.
• The relationship between enthusiasm and education.

Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub. 

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

Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send a note (or a voice recording!) to podcasts@fool.com

Host: Mary Long

Guest: Tim Beyers

Engineer: Dez Jones, Kyle Carruthers

Tickers mentioned: DUOL

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You probably know Sam Altman’s AI organization, but he’s also the chairman of Oklo, an advanced nuclear technology company. Ricky Mulvey caught up with Oklo’s CEO, Jake DeWitte, for a conversation about:

- Why the buildout of nuclear energy stagnated and why that could change.

- How Oklo is using old technology to develop new reactors.

- A recycled energy source that could fuel the entire United States.

Companies mentioned: OKLO

Host: Ricky Mulvey

Guest: Jake DeWitte

Producer: Mary Long

Engineers: Tim Sparks, Kyle Carrutherso

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The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.”

(00:21) Ron Gross and Matt Argersinger discuss:

- The Fed’s path to lower rates and what kind of cuts investors can expect.

- Cava’s blowout earnings report, and how its valuation stacks up after a stellar start to 2024

- Retail earnings from: Target, Lowe’s, and TJX.

(19:11) MFM was on-site at Podcast Movement 2024 in DC – we give you a mini-keynote on the state of the podcast industry and why more video might be in the industry and Spotify’s future.

(28:09) Ron and Matt break down two stocks on their radar: Papa John’s and Progressive.

Stocks discussed: CAVA, CMG, TGT, LOW, TJX, SPOT, PZZA, PGR

Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Ryan Henderson

Engineers: Tim Sparks, Dan Boyd

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