Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online.
(00:39) Ron Gross and Jason Moser discuss:
- What the December Fed minutes, latest jobs numbers, and final holiday shopping figures say about the big picture.
- The first look at Disney’s ad-supported streaming numbers, Amazon’s plans to come after Google’s ad turf, and Meta’s changes to its content moderation policies.
(19:03) Dave Meyer – head of real estate investing at Bigger Pockets – talks Matt Argersinger through the state of real estate and the markets he’s watching in 2025.
(33:43) Ron and Jason break down two stocks on their radar: Paylocity and Gannett.
Listeners, you can become a member of Stock Advisor at Fool.com/signup
(00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus:
- All “the cool stuff that’s coming,” from personal supercomputers to self-driving trucks and AI-rendered worlds.
- The rollout of a digital workforce.
- Why Wall Street shrugged at Nvidia’s announcements.
Then, (16:09) Fool analyst Jason Moser joins for a closer look at PayPal, how the payments processor fell from recent highs, and why still-new CEO Alex Chriss is returning the company to what it does best.
Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising.
(00:14) Tim Beyers and Dylan Lewis discuss:
- Comcast’s push into the ad market with Universal Ads, and what it means for other players in streaming video advertising like The Trade Desk.
- Disney’s plan to acquire FuboTV to clear the lave for Venu Sports and its next act in sports streaming bundles.
- How streaming is getting more consolidated and vertically integrated, but streamers are still willing to try joint
(16:09) You’ve probably heard of the sports betting platform DraftKings. But what about the company that powers DraftKings and a number of other sports betting platforms around the world? Anand Chokkavelu hosts Dan Caplinger and David Meier for a Scoreboard episode breaking down Sportradar.
Companies discussed: CMCSA, TTD, DIS, FUBO, SRAD
Host: Dylan Lewis
Guests: Tim Beyers, Anand Chokkavelu, Dan Caplinger, David Meier
Money is the major milestone for how OpenAI and Microsoft are thinking about the holy grail of artificial intelligence – AGI.
(00:45) Asit Sharma and Bill Mann discuss:
- Microsoft and OpenAI’s odd definition of artificial general intelligence (AGI) and Meta’s push into AI Influencers for Instagram.
- One of the tastier parts of President Jimmy Carter’s legacy, and the potential ripple effects of surgeon general’s warning about alcohol consumption.
- A few words of caution for fintech and investing in the U.S. in 2025.
(19:03) New year, new gameplan? Motley Fool CEO Tom Gardner walks Motley Fool members through his 2025 Investing Playbook, what his favorite indicator is saying about the state of the market right now, and how he feels about Bitcoin as it hovers around $100k.
TMF Premium members can get the full December Stock Advisor Roundtable episode
Money is the major milestone for how OpenAI and Microsoft are thinking about the holy grail of artificial intelligence – AGI.
(00:45) Asit Sharma and Bill Mann discuss:
- Microsoft and OpenAI’s odd definition of artificial general intelligence (AGI) and Meta’s push into AI Influencers for Instagram.
- One of the tastier parts of President Jimmy Carter’s legacy, and the potential ripple effects of surgeon general’s warning about alcohol consumption.
- A few words of caution for fintech and investing in the U.S. in 2025.
(19:03) New year, new gameplan? Motley Fool CEO Tom Gardner walks Motley Fool members through his 2025 Investing Playbook, what his favorite indicator is saying about the state of the market right now, and how he feels about Bitcoin as it hovers around $100k.
TMF Premium members can get the full December Stock Advisor Roundtable episode
