Author: The Motley Fool

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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There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex played by humans. And, yet, an AI computer program can play it perfectly. What does that mean for humanity?

Terry Sejnowski is the Frances Crick Chair at the Salk Institute for Biological Studies, a Distinguished Professor at the University of San Diego, and author of the book “ChatGPT and The Future of AI.” Ricky Mulvey caught up with Sejnowski for a conversation about:

- How chatbots work.

- Mapping large neural models.

- What a self-aware parrot can teach us about human consciousness.

Premium Motley Fool members can catch replays from this week’s AI Summit here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay

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

Host: Ricky Mulvey

Guest: Terrence Sejnowski

Producer: Mary Long

Engineer: Rick Engdahl

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170 million TikTok users in the U.S. might be up for sale. What are they worth?

(00:42) Matt Argersinger and Bill Mann discuss:

- The looming TikTok ban, why Apple and Google are the real gatekeepers, and what a standalone TikTok U.S. might look like.

- Apple’s other problem in China: smartphone sales and rising competition from Huawei and Vivo.

- Bank earnings showing 2024 was a stellar year for banks, and how the macro environment and policy outlook are settling them up for good times to continue in 2025.

(19:03) Where will the stock market be at the end of 2025? Motley Fool co-Founder David Gardner and Ricky Mulvey have a guess and some guidance on how to keep the short-term noise out of the way of your long-term returns.

Catch Ricky and David’s full conversation here: https://www.fool.com/podcasts/motley-fool-money/2025-01-11-david-gardner-the-case-for-rational/

(33:10) Matt and Bill break down two stocks on their radar: Invitation Homes and Duolingo.

Stocks discussed: AAPL, GOOG, GOOGL, META, GS, MS, JPM, WFC, PM, INVH, DUOL.

Host: Dylan Lewis

Guests: Bill Mann, Matt Argersinger, David Gardner, Ricky Mulvey

Engineers: RIck Engdahl

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2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better.

(00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss:

- Why comparisons to 2023 give banks more credit than they may deserve.

- The split between JP Morgan’s investment banking and consumer businesses.

- Growing interest in private credit markets.

Then, (18:10), Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention.

Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDA

Host: Mary Long

Guests: Matt Frankel, Kirsten Guerra

Engineer: Rick Engdahl

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Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track.

(00:14) Nick Sciple and Dylan Lewis discuss:

- Why Wall Street wasn’t keen on strong holiday updates from Abercrombie and Fitch and Lululemon, and where these brands sit in their market opportunity.

- Aritzia’s continued expansion into the U.S. and how the everyday luxury retailer is appealing to the key shopping demo.

- The dominant theme in physical retail right now: in-store experiences matter, especially for Gen Z shoppers.

(15:10) Asit Sharma and Mary Long discuss the changing reality for homeowners and insurers in light of increasingly common natural disasters.

Companies discussed: ANF, LULU, ATZAF, ALL.

Host: Dylan Lewis

Guests: Nick Sciple, Mary Long, Asit Sharma

Engineers: Rick Engdahl

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Fights are unfolding for companies in two very different industries: Steel and social media.

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

- Why so many companies want in on U.S. Steel.

- How to factor CEO personality into potential investments

- TikTok’s potential buyers.

Then, (15:47), Alison Southwick and Robert Brokamp tackle the listener mailbag and answer your questions about finding flat-fee financial advisors, trimming in-the-red stocks, and more.

Companies mentioned: X, NPSC.Y, CLF, NUE, META, GOOG, GOOGL, RIVN

Host: Mary Long

Guests: Jason Moser, Alison Southwick, Robert “Bro” Brokamp

Engineer: Rick Engdahl

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Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them?

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

- Why Sonos CEO Patrick Spence is on his way out, and how the company can restore its status as a premium brand in audio… and maybe more.

- Moderna’s massive revenue adjustment, and how it highlights the company’s need to diversify revenue streams.

- Shake Shack’s new plans to open up 1500 company-owned locations.

(16:53) When an insider at an undervalued company starts buying a bunch of stock should you follow suit? Senior Fool analyst Alicia Alfiere and Ricky Mulvey, look at Progyny, the fertility benefits manager with a notable amount of recent insider activity.

Companies discussed: SONO, MRNA, SHAK, PGNY

Host: Dylan Lewis

Guests: David Meier, Alicia Alfiere, Ricky Mulvey

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices