Motley Fool Money - Big Tech Goes Nuclear

…again. Amazon is the latest hyperscaler to team up with an energy company to power its AI ambitions.

(00:21) Asit Sharma and Mary Long discuss the collaborations laying the groundwork for the coming “Intelligence Age.”

Then (18:38), Sanmeet Deo and Ricky Mulvey debrief Tesla’s “We, Robot” event and take a look at the humanoid landscape.


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Companies discussed: AMZN, D, MSFT, GOOG, GOOGL, CEG, EQT, SMR, TSLA

Host: Mary Long

Guests: Asit Sharma, Sanmeet Deo, Ricky Mulvey

Engineers: Rick Engdahl, Tim Sparks

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Motley Fool Money - Chip Outlook Gets Cloudier

Early is not always better.

(00:21) Jason Moser and Mary Long discuss the semiconductor supply chain, ASML earnings, and what’s ailing the pharmacy industry.

Then, (16:40) Motley Fool contributor Brian Orelli joins for a look at how the genetic testing company 23andme went from a $6 billion valuation to a penny stock in a mere three years … and where the company (and its data) might go from here.


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Companies discussed: ASML, WBA, CVS, ME, GSK

Host: Mary Long

Guests: Jason Moser, Brian Orelli

Producer: Ricky Mulvey

Engineers: Tim Sparks, Rick Engdahl

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Motley Fool Money - Banks, Banks, Banks

When you are the custodian of almost $10 trillion, how much more can you possibly grow?

Motley Fool Contributor Matt Frankel joins Ricky Mulvey for a look at bank earnings. They discuss:

- Why Charles Schwab is welcoming a rate cutting cycle.

- Goldman Sachs’s biggest red flag.

- Bank of America CEO Brian Moynihan’s outlook on the American economy.

Then, (14:29) Motley Fool Senior Analyst, Buck Hartzell joins Alison Southwick and Robert Brokamp to kick-off a series on Berkshire Hathaway, and how the conglomerate’s collection of businesses work together.

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Companies discussed: SCHW, GS, BAC, BRK.A, BRK.B

Host: Ricky Mulvey

Guests: Matt Frankel, Alison Southwick, Robert Brokamp, Buck Hartzell

Producer: Mary Long

Engineers: Tim Sparks, Rick Engdahl

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Motley Fool Money - Can a Time Traveler Beat the Market?

Even knowing the headlines, could you predict which way stocks and treasuries would move?  


(00:21) Bill Mann and Dylan Lewis discuss:

- SpaceX successfully recovering rocket boosters in its flight this weekend, the company’s engineering prowess, and $200B valuation.

- Officials in China signaling more stimulus is on the way, but why investors really shouldn’t get too excited.

- A game designed to show just how hard the market makes it to peer into a crystal ball, and a surprising stat about the daily returns during a great decade for investors. 


(17:04) Motley Fool contributor, Rick Munarriz joins Ricky Mulvey for a look at the cruise industry and one long-term tailwind for its sails.


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Companies discussed: TSLA, NKE, AAPL, RCL, DIS, CCL


Host: Dylan Lewis

Guests: Bill Mann, Rick Mulvey, Rick Munarriz 

Producer: Ricky Mulvey

Engineer: Desiree Jones, Rick Engdahl

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Motley Fool Money - Ex-SoftBank CFO on OpenAI, Bubbles, and When to Sell

With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its investments in Alibaba, Arm Holdings, WeWork, and other tech names that have dominated headlines from the past decade-plus. 


Alok Sama is the former President and CFO of SoftBank and the author of the new book “The Money Trap: Lost Illusions Inside the Tech Bubble.” Ricky Mulvey caught up with Sama to discuss:

  • OpenAI’s latest fundraising round.
  • “Happiness for everyone” as an investment philosophy.
  • The illusion – and reality – of power.


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Companies discussed: MSFT, NVDA, META, ME, ARM, BABA, OTC: SFTBY 


Host: Ricky Mulvey

Guest: Alok Sama

Producer: Mary Long

Engineer: Desireé Jones

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Motley Fool Money - The Future of Cars and Search

Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google. 


(00:42) Jason Moser and Andy Cross discuss:

- Why Jamie Dimon is trying to get investors past the rate story in banking.

- Tesla’s splashy We, Robot product event, and how the company’s new Cybercab offering might fit into the company’s long-term strategy. 

- Earnings updates from Delta, Pepsi, and Domino’s.


(19:03) The DOJ’s taking a much closer look at Alphabet’s Google and its online search empire. Andy and Jason talk through what a Google break-up would mean, and why it’s a bit weird to be talking about Google the monopoly as its power seems to be waning.


(32:06) Jason and Andy field a question from a listener on following earnings and offer up two stocks on their radar: Netflix and Meta.


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Stocks discussed: JPM, WFC, TSLA, DAL, PEP, DPZ, NFLX, META

Host: Dylan Lewis

Guests: Jason Moser, Andy Cross

Engineers: Rick Engdahl 

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Motley Fool Money - Recipes for Sales Growth, Mac and Cheese

More is not always better.

(00:21) Jason Moser and Ricky Mulvey discuss:

- Why the Department of Justice may breakup Alphabet.

- If the search giant is a cheap stock.

- Quarterly results from Domino’s and its new mac and cheese offering.

Then (15:25) Motley Fool contributor Lou Whiteman joins Ricky Mulvey to discuss RocketLab, the space industry, and the difficulty of valuing speculative companies.


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Jason’s mac and cheese recipe: https://docs.google.com/document/d/14iq3L1m8W1iBmXSkAIyIylDrtbnvoEcg3N5KfRwR0jA/edit?usp=sharing

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Companies discussed: GOOG, GOOGL, DPZ, YUM, RKLB, ASTS, LUNR


Host: Ricky Mulvey

Guests: Jason Moser, Lou Whiteman

Producer: Dylan Lewis

Engineers: Rick Engdahl, Desireé Jones

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Motley Fool Money - Starbucks > Pepsi > Coke

For investors who are after steady, mature companies, beverage companies might be a good place to start. But not all of them bring the same returns to the table.

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

  • Recent earnings from PepsiCo
  • Various forms of “flation”
  • WeightWatchers’ foray into the GLP-1 market


Then, (15:04) Adam Comora and Jon Maurer, co-CEOs of OPAL Fuels, join Mary to talk about the push for renewable natural gas within the trucking industry.


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Companies mentioned: PEP, KO, SBUX, WW, LLY, OPAL

Host: Mary Long

Guests: Jason Hall, Adam Comora, Jonathan Maurer

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Desiree Jones

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Motley Fool Money - Are Insurers Ready for Hurricane Milton?

Analysts at Jeffries estimate that Hurricane Milton will do $50-to-$175 billion in damage.

(00:21) Matt Frankel and Ricky Mulvey discuss:

- How insurers prepare for catastrophic losses.

- What extreme weather events mean for homeowners, car owners, and the commercial real estate market.

- Why Alex Chriss gets an A for his first year leading PayPal.

Then, (14:27) Robert Brokamp joins Alison Southwick to answer listener questions about saving for college, finding a financial advisor, and estate planning.


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Companies discussed: BRK.A, BRK.B, SPG, UVE, PYPL


Host: Ricky Mulvey

Guests: Matt Frankel, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineer: Rick Engdahl

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Motley Fool Money - The GDP Growth Myth

Some economic measures are indicators for investors, others are red herrings. We unpack why gross domestic product is a sign of economic growth, but not always shareholder returns.  

(00:12) Buck Hartzell and Dylan Lewis discuss:

- What’s behind the sudden interest in China’s Shanghai Composite and its 20% run in September.

- Research showing that high GDP growth doesn’t always turn into strong market returns for investors outside the U.S.

- What to look for internationally, and why DLocal is a great small cap to study.

(20:52) Can you find friends on a dating app? Platonic friends, that is. Mary Long caught up with Motley Fool Senior Analyst Alicia Alfiere for a look at Bumble, a dating app company that recently changed a foundational feature and is looking for growth in the friendship market. 


Vote here to help Motley Fool Money take home Signal’s Best Money & Finance Show for 2024.  

Companies discussed: BABA, TCEHY, MELI, DLO, BMBL, MTCH


Host: Dylan Lewis

Guests: Buck Hartzell, Mary Long, Alicia Alfiere

Producer: Ricky Mulvey

Engineers: Tim Sparks, Rick Engdahl

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