Author: The Motley Fool

(00:21) Kirsten Guerra and Mary Long discuss:

- Why SuperMicro stock is down bad after boasting nearly 150% revenue growth.

- Whether Airbnb's slump is due to a company problem or a macro one.

-The importance of celebrating wins, even when you’ve got losses.

Then, at (15:59), Rick Munarriz and Ricky Mulvey take a look at Roku, and what needs to happen for the company to finally turn a profit.

Companies mentioned: SMCI, NVDA, META, ABNB, AXON

Host: Mary Long

Guests: Kirsten Guerra, Rick Munarriz, Ricky Mulvey

Engineers: Dan Boyd, Austin Morgan

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

Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut.

(00:21) Jim Gillies and Ricky Mulvey discuss:

- Being a buyer of stocks when others are forced to sell.

- Signs that the economy is fraying, and reasons not to panic.

- Celsius’s quarter.

Plus, (17:51) Alison Southwick and Robert Brokamp answer listener questions about bond ETFs, asset allocation, and Social Security.

Companies/tickers mentioned: KTB, AAPL, CELH, SCYB, USHY

Learn more about the Range Rover Sport at www.landroverusa.com

Epic members: Here's where you can to access Epic Opportunities and link your premium Motley Fool account with your Spotify account to access these episodes.

And here's the show's home on Spotify.

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

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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

There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accounts. 

(00:21) Jason Moser and Dylan Lewis discuss:

- The carry trade with the Japanese yen, and how its affecting stocks in the Nikkei and around the world.

- Whether investors should be paying attention to Warren Buffett’s cash position

- Some keep calm and carry on advice for weathering whatever the market has in store for us.

(16:04) Can the Olympics get Nike back on track? Motley Fool contributor Lou Whiteman joins Mary Long to discuss why investors have soured on Nike and whether the company can regain its step.

Motley Fool premium members can catch Bill Mann's breakdown of the Japanese market and carry trade here.

Companies discussed: AMZN, NVDA, AAPL, BRK.A, BRK.B

Host: Dylan Lewis

Guests: Jason Moser, Mary Long, Lou Whiteman

Producer: Ricky Mulvey

Engineers: Austin Morgan, Dan Boyd

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

After last weekend, Marvel movies have grossed over $30 billion worldwide. Where does the franchise go from here?

Dave Gonzales is a co-author of “MCU: The Reign of Marvel Studios” and a return guest to Motley Fool Money. He joins Ricky Mulvey for a conversation on what the latest Deadpool movie means for the state of Disney’s Marvel Cinematic Universe. They also discuss:

• Ike Perlmutter’s attempt to oust Bob Iger
• Bubbles in comics, movies, and franchises
• Takeaways from Deadpool’s $400+ million opening weekend

Heads up: at (18:05), spoilers for Deadpool abound! If you haven’t watched yet and want to, save this part of the show for once you’re back from the theater. 

Companies mentioned: DIS

Host: Ricky Mulvey

Guest: Dave Gonzales

Producer: Mary Long

Engineer: Tim Sparks

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

Within the Pentagon, there’s an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It’s called Unit X. 

Chris Kirchoff and Raj Shah are the two men who built that unit. They join Ricky Mulvey for a conversation on the changing defense landscape and what it’s like to bring a venture capital mindset to bureaucrats. They also discuss:

• What it’s like to disrupt Washington’s “primes”
• Supersonic drones, EVOTLs, and 
• How investors and lawmakers can distinguish “statistical techniques” from genuine AI

Companies mentioned: NOC, BA, GOOG, GOOGL, JOBY, PLTR, TSM

Host: Ricky Mulvey

Guest: Christopher Kirchoff, Raj Shah

Producer: Mary Long

Engineer: Tim Sparks

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

Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet.

(00:21) Ron Gross and Matt Argersinger discuss:

- Why recent job numbers dramatically boosted the likelihood of a rate cut in 2024.

- Intel’s dividend cut, and what history has to say about companies that stop payments to shareholders.

- Why Apple and Meta are holding up well during a tough earnings season for big tech.

- Amazon, Microsoft, and Alphabet’s combined $45B in capital expenditures this quarter, and how investors should be thinking about this investment phase in AI.

(31:41) Ron and Matt break down two stocks on their radar: Designer Brands and MercadoLibre.

Stocks discussed: INTC, AAPL, META, AMZN, MSFT, GOOG, GOOGL, DBI, MELI

Host: Dylan Lewis

Guests: Ron Gross, Matt Argersinger

Engineers: Dan Boyd

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

Someone’s gotta make ‘em, and someone’s gotta buy ‘em.

(00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss:

- whether you should fall in love with companies

- AMD’s data center business

- Meta’s “special treatment”

Then, (18:08) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street.

Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR

Host: Mary Long

Guests: Asit Sharma, Karl Thiel, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Dan Boyd, Tim Sparks

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

Is efficiency everything? Starbucks certainly seems to think so.

(00:21) Bill Mann and Mary Long discuss Microsoft’s AI timeline and what “experience” means at the world’s largest coffee chain.

Then, (15:10) Bloomberg media reporter Hannah Miller joins for a conversation on what the Paris Olympics mean for Peacock.

Companies mentioned: MSFT, SBUX, LCKNY, CMCSA, NLFX, AMZN, DIS, WBD

Host: Mary Long

Guests: Bill Mann, Hannah Miller

Producer: Ricky Mulvey

Engineers: Dan Boyd, Austin Morgan

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

When you get to be a famous investor, it is harder to generate market-beating returns.

(00:21) Jason Hall and Ricky Mulvey discuss

- Earnings from PayPal.

- Cooled expectations for Bill Ackman’s latest offering.

- And if CrowdStrike is becoming a buying opportunity.

Then, (15:01) Alison Southwick and Brian Feroldi finish up their Summer School series with a biology class and examine the life cycle of companies.

Companies mentioned: PYPL, OTC: PSHZF, DAL, CRWD, RIVN, MNDY, AMZN, AAPL

Host: Ricky Mulvey

Guests: Jason Hall, Alison Southwick, Brian Feroldi

Producer: Mary Long

Engineers: Dan Boyd, Desiree Jones

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

Eaters and investors are both happy to see the $5 value meal on the menu.

(00:21) Asit Sharma and Dylan Lewis discuss:

- 2024’s largest IPO – cold storage company Lineage – and whether the REIT is worth watching for investors.

- McDonald’s Q2 earnings, the chain’s pivot to value-oriented menu items, and why the outlook for pinched consumers likely won’t get better any time soon.

(17:44) CEO of Pacific Gas and Electric, Patti Poppe joins Ricky Mulvey to discuss PG&E’s turnaround and how her company is serving the growing electricity demand from data centers.

Companies discussed: LINE, COLD, MCD, PCG

Host: Dylan Lewis

Guests: Asit Sharma, Ricky Mulvey, Patti Poppe

Producer: Mary Long, Ricky Mulvey

Engineers: Dan Boyd

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