Author: The Motley Fool

Figma files for its initial public offering, Amazon ushers in the rise of the machines and Apple noodles its AI strategy.

Jason Moser and Lou Whiteman discuss:

- Figma's IPO filing and what investors should be watching.

- Amazon's robotics aspirations.

- Apple's AI strategy: buy it or build it?

Tickers mentioned: FIG, AMZN, AAPL, HON, ADBE

Host: Jason Moser

Guest: Lou Whiteman

Engineer: Dan Boyd

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Aerovironment’s CEO shares insights on the drone company’s game-changing merger and how unmanned systems are revolutionizing modern combat.

Andy Cross interviews CEO Wahid Nawabi to discuss:

- Multi-billion-dollar BlueHalo merger expanding capabilities across air, ground, space, and cyber

- Fast Innovation: 18-month product cycles vs. 10-year industry standard

- Record Growth: $764M backlog across 55 international customers

- Vertical Integration: In-house design enables optimized performance at lower costs

Companies discussed: AVAV

Host: Andy Cross

Guests: Wahid Nawabi

Engineer: Dan Boyd

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Nike stock moves higher after Q4 earnings.

Andy Cross and Jason Hall discuss

- Why Nike stock rallied after its latest earnings

- Also: Home Depot to buy GMS for $5.5 billion

- And will F1 the Movie drive Apple’s stock?

Companies discussed: NKE, HD, GMS, QXO, AAPL, NFLX, AMZN

Host: Andy Cross

Guests: Jason Hall

Engineer: Dan Boyd

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.

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Brian Robbins is the CFO of GitLab, a DevSecOps platform that supports software innovation. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and AI Engineer Karl Juhl for a conversation about:

- How GitLab scaled for remote culture

- How technology and AI have shifted over the years

- GitLab’s plan to handle the evolving cloud and DevOps landscape.

Companies mentioned: GTLB

Hosts: Tom Gardner, Andy Cross, Karl Juhl

Guest: Brian Robbins

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.

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Amazon’s latest data center will require the same amount of electricity as one million homes.

(00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss:

- The data center spending boom.

- Hims & Hers messy breakup with Novo Nordisk.

- Overrated and underrated business stories from the year so far.

(19:11) Progyny CEO, Peter Anevski, joins Tim Beyers and Holly Anderson to discuss the growth path ahead for the health benefits company.

(31:28) Jason and Matt discuss Disney’s box office struggle with “Elio” and offer up two radar stocks: Uber and Otis Worldwide.

Companies discussed: AMZN, HIMS, NVO, TSLA, PGNY, DIS, UBER, OTIS

Host: Ricky Mulvey

Guests: Jason Moser, Matt Argersinger, Tim Beyers, Holly Anderson, Peter Anevski

Engineer: Dan Boyd

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.

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Will innovations from the Paris Air Show be enough to lift airlines to new heights?

Tim Beyers and Lou Whiteman discuss:

- More AI-fueled earnings from Micron and changes at the Fed?

- The Paris Air Show’s big reveals

- Debating the better stock: Boeing or Airbus?

Tickers: Companies discussed: BA, EADSY, MU, RYCEY, TXT

Host: Tim Beyers

Guests: Lou Whiteman

Engineer: Dan Boyd

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.

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A stablecoin stock isn’t so stable; an accessible watch brand looks to lean into luxury.

(00:21) Asit Sharma and Mary Long discuss:

- The housing market slowdown, and where prices go from here.

- How Carnival rides the waves of uncertainty.

- Circle’s meteoric rise.

- Diworsification at a watch company.

The Wall Street Journal story discussed at the end of the show can be found here: https://www.wsj.com/business/american-investor-steven-wood-swatch-hayek-founding-family-7e17f6c6

Companies discussed: CCL, CRCL, COIN, SWGAY

Host: Mary Long

Guest: Asit Sharma

Producer: Ricky Mulvey

Engineer: Dan Boyd

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.

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Novo Nordisk parts ways with Hims & Hers, a financials-related stock to get on your radar and more!

Jason Moser and Matt Frankel discuss:

- Why Novo Nordisk is parting ways with Hims & Hers.

- Waymo and Uber's big Atlanta debut.

- What the potential tax deduction on autos could mean for consumers and companies.

- Matt has a financials-related stock he thinks is worth a closer look.

Tickers mentioned: NVO, HIMS, TSLA, UBER, GOOG, GM, ALLY, RKT

Host: Jason Moser

Guest: Matt Frankel

Engineer: Dan Boyd

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FICO turns to BNPL data and Fiserv embraces a new stablecoin.

Andy Cross, Jason Hall, and Matt Frankel discuss:

- FICO to include BNPL data

- The importance of Tesla’s robotaxi

- Tesla’s advantages and challenges in self-driving

- Fiserv launches its own stablecoin

Companies discussed: FICO, TSLA, GOOGL, UBER, FI, PYPL, CRCL, SHOP

Host: Andy Cross

Guests: Jason Hall, Matt Frankel

Engineer: Dan Boyd

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.

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Seth Godin is a bestselling author of “Purple Cow” and “This Is Strategy: Make Better Plans”. Godin is a member of the Marketing Hall of Fame and the Coordinator of The Carbon Almanac. Godin joined chief Rule Breaker David Gardner joined TMF CIO Andy Cross to discuss:

- If AI has a branding problem.

- How the needs for status and affiliation drive human behavior.

- Alphabet’s strategy problem.

Companies mentioned: NKE, H, GOOG, GOOGL

Hosts: David Gardner, Andy Cross

Guest: Seth Godin

Engineer: Dan Boyd

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.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. [The product advertised in this episode was loaned to TMF and was returned after a test period.] or [The product advertised in this episode was purchased by TMF.] [Advertiser] paid for the sponsorship of this episode.

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