Author: The Motley Fool

The chip designer unveiled a bigger and faster graphics processing unit, but the market isn’t cheering the announcement.

(00:21) Asit Sharma and Ricky Mulvey discuss:

- The advancements in Nvidia’s new Blackwell GPU.

- If any competitors are closing in on the tech giant.

- Nvidia’s plays in humanoid robots, self-driving cars, and weather forecasting.

Plus, (16:14) Alison Southwick and Robert Brokamp answer listener questions about lending out shares, activist investors, and Social Security.

Stock Advisor discount link for podcast listeners: www.fool.com/asit

Got a question for the show? Email us at podcasts@fool.com

Companies discussed: NVDA, INTC, AMD, GOOG, GOOG, AMZN

Host: Ricky Mulvey

Guests: Asit Sharma, Robert Brokamp, Alison Southwick

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Deckers Outdoor and Super Micro Computer enter the S&P 500.

(00:21) Jason Moser and Deidre Woollard discuss:

- What it means to join the S&P 500.

- The brands driving Deckers Outdoor’s growth.

- Why an EV blunder may have cost Hertz’s CEO his job.

(16:06) Daniel Newman, CEO of the Futurum Group, explains what to watch for when it comes to the Magnificent Seven.

Companies discussed: DECK, CROX, NVDA, SMCI, HTZ, TSLA

Host: Deidre Woollard

Guests: Jason Moser, Daniel Newman

Producer: Ricky Mulvey

Engineers: Chace Przylepa, Dan Boyd

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In investing, you’re always searching for a pot of gold. But sometimes, “luck” has other plans.

Nick Sciple, Jim Gillies, and Emily Flippen got together on an episode of our members-only livestream for a conversation about the role of luck in investing. In this selection from that conversation, they discuss:

• Being early to trends, and lucky to sell 
• The importance of journaling
• Time horizons, and what it means for stocks to be “up for sale every day.” 

To learn more about Stock Advisor, our flagship investing service, visit: www.fool.com/emily

Host: Nick Sciple

Guests: Jim Gillies, Emily Flippen

Producer: Mac Greer

Engineers: Rick Engdahl

Companies discussed: BCE, RY, NFLX, GPRO, AMZN

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Younger generations want more experiences and less stuff. That’s a problem for retailers.

Deidre Woollard caught up with Kevin Ervin Kelley, architect, experience designer, and the author of “Irreplaceable: How to Create Extraordinary Places that Bring People Together.” They discuss:

- The evolution of grocery stores, and how regional players can compete.

- Why direct-to-consumer brands have a scaling problem.

- How Harley Davidson stores became a social destination.

Company discussed: HOG

Host: Deidre Woollard

Guest: Kevin Ervin Kelley

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Desireé Jones

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AI has been a boon for Oracle’s cloud business, but it’s also creating a lot of questions for Adobe.

(00:21) Andy Cross and Matt Argersinger discuss:

- The National Association of Realtors agreeing to over $400M in fines and to eliminate its commission rules.

- Why AI is pushing Oracle up and Adobe down after earnings.

- The numbers behind Williams-Sonoma’s 18% spike, Kevin Plank’s return to Under Armour, and Ulta’s wild shrink story, 

(19:11) Motley Fool Money’s Ricky Mulvey catches up with Bloomberg entertainment reporter Lucas Shaw, for a look into the business of streaming, the power of incentives, and corporate infighting at Paramount..

(34:01) Andy and Matt break down two stocks on their radar: Equity Commonwealth and Landstar Systems.

Stocks discussed: RDFN, Z, ADBE, ORCL, WSM, UA, UAA, ULTA, LSTR, EQC

Host: Dylan Lewis

Guests: Andy Cross, Matt Argersinger, Ricky Mulvey, Lucas Shaw

Engineers: Dan Boyd

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The old CEO is the new CEO at the athletic brand, but can he turn the ship around?

(00:21) Jason Hall and Deidre Woollard discuss:

- Why Kevin Plank is back in the CEO seat at Under Armour.

- What makes Dick’s Sporting Goods so resilient.

- The making of a perfect storm for homebuilders.

(15:42) Bill Mann talks to Pagaya CEO Gal Krubiner about using AI to change the world of fintech.

Companies discussed: LEN, PGY, DKS, UA, UAA

Host: Deidre Woollard

Guests: Gal Krubiner, Bill Mann, Jason Hall

Producer: Ricky Mulvey

Engineers: Kyle Carruthers, Dan Boyd

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NYCB’s $1B cash infusion should steady the struggling bank, but don’t expect Fools to be jumping into the stock. And Family Dollar’s footprint gets a bit smaller.

(00:21) Matt Frankel and Dylan Lewis discuss:

- Family Dollar’s plans to close almost 1,000 locations over the next few years and what it says about the state of discount retail and real estate.

- New York Community Bank’s cash infusion and reverse stock split and why it’s still not enough to get Matt interested.

- The banks to watch instead.

(13:50) Deidre Woollard and Motley Fool analyst Kirsten Guerra dive into Duolingo and how a little bit of its marketing spend has driven a whole lot of revenue growth.

Companies discussed: DLTR, NYCB, DOUL

Host: Dylan Lewis

Guests: Matt Frankel, Deidre Woollard, Kirsten Guerra

Engineers: Desiree Jones, Dan Boyd

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Why does ASML want to leave its home country?

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

- A growth problem for the European tech giant.

- BMW’s ability to make a profit on electric vehicle sales.

- Product problems for BYD Auto.

Plus, (17:20) Alison Southwick and Robert Brokamp talk to a couple about their real life money questions, and one financial item that should be on every family’s to-do list.

Companies discussed: ASML, BMWYY, TSLA, BYDDY

NYTimes Article about BMW: https://www.nytimes.com/2024/03/09/business/bmw-electric-vehicles.html

Visit our sponsor Monarch Money: Go to www.monarchmoney.com/FOOL for an extended 30-day free trial. 

Host: Ricky Mulvey

Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Williamson, Paul Ballas

Engineers: Dan Boyd, Rick Engdahl

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Stem CEO John Carrington is full speed ahead on the clean energy transformation.

(00:21) Jason Moser and Deidre Woollard discuss:

- Don Julio’s Oscars moment.

- If Oscar buzz is still powerful for movie makers.

- How Reddit is more like X than Pinterest.

(15:49) Ricky Mulvey interviews John Carrington, CEO of energy solutions company Stem on the company’s business model and path to operating profitability.

Companies discussed: DIS, PINS, SNAP, META, STEM

Host: Deidre Woollard

Guests: John Carrington, Jason Moser, Ricky Mulvey

Producers: Dylan Lewis, Ricky Mulvey

Engineers: Dan Boyd, Mary Long, Rick Engdahl

Special Thanks: Jason Hall

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Sky Harbour sees massive opportunities in the world of private aviation.

Bill Mann, Director of Small-Cap Research at The Motley Fool interviews Tal Keinan, CEO of Sky Harbour, a company that operates airplane hangars around the United States. They discuss:

• How Sky Harbour is building home bases for planes.
• The massive growth in private aviation and why it’s poised to continue.
• Turning underutilized airports into hubs.

Companies discussed: SKYH, GD, BDRBF, FDX

Host: Deidre Woollard

Guests: Tal Keinan, Bill Mann

Producer: Dylan Lewis

Engineers: Kyle Carruthers, Rick Engdahl

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