Author: The Motley Fool

Apple arrives on the scene with its AI debut Apple Intelligence, we check in on who is winning the artificial intelligence arms race and whether we’ll actually see a Fed rate cut in 2024 .

(00:21) Jason Moser and Emily Flippen discuss:

- Apple’s entrance to the world of AI, the details of Apple Intelligence and the OpenAI partnership. .

-Tesla shareholders approving Elon Musk’s 2018 pay package and plans to move to Texas, and what’s next for the largest executive compensation plan of all time.

- The Fed’s plan to hold steady on rates, and Adobe’s stellar quarter.

(19:11) Trex CEO Bryan Fairbanks talks through the state of outdoor decking and the company’s plans to grow by replacing the average wood deck.

(34:12) Jason and Emily break down two stocks on their radar: Autodesk and Green Thumb Industries.

Stocks discussed: AAPL, MSFT, TSLA, ADBE, ADSK, GTBIF

Host: Dylan Lewis

Guests: Jason Moser, Emily Flippen

Engineers: Tim Sparks, Dan Boyd

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Is the software giant still a growth company?

(00:21) Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy.

Plus, (18:10) Mary Long and Motley Fool analyst Anthony Schiavone look at Hershey’s near-term headwinds and long-term opportunity for investors.

Companies discussed: ORCL, MSFT, DOCN, HSY

Article discussed: https://www.wsj.com/tech/ai/microsoft-nadella-openai-inflection-9727e77a?mod=hp_lead_pos7

Host: Ricky Mulvey

Guests: Tim Beyers, Mary Long, Anthony Schiavone

Engineers: Tim Sparks, Austin Morgan

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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If everyone else is buying, should you be too?

(00:21) Jim Gillies and Mary Long discuss macro news from the US and Canada. Plus, Jim reflects on down markets of days gone by.

Then, at (16:10) Alex Friedman talks with organizational psychologist Richard Davis, author of the new book “Good Judgment,” about the importance of a CEO’s personality.

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

Companies discussed: PTON, UA

Host: Mary Long

Guests: Jim Gillies, Alex Friedman, Richard Davis

Producer: Ricky Mulvey

Engineers: Dan Boyd, Dez Jones

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It’s not artificial intelligence. It’s Apple Intelligence.

(00:21) Nick Sciple and Ricky Mulvey discuss the updates from Apple’s Worldwide Developers Conference, and what they mean for the tech giant’s customers and investors. Plus, they look at how Cracker Barrel is trying to reinvent itself.

Then, (17:48) Alison Southwick and Robert Brokamp check in on the state of retirement.

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

Got a question for Alison and Bro? Email it to podcasts@fool.com

Companies discussed: AAPL, MSFT, CBRL

Host: Ricky Mulvey

Guests: Nick Sciple, Alison Southwick, Robert Brokamp

Engineers: Dan Boyd, Annie Pope

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Elliott Management amps up the activist activity, and puts Southwest’s leadership and board on notice. 

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

- Why Elliot Management is looking to shakeup leadership at Southwest after taking a 10%+ stake in the airline.

- Nvidia’s stock split, and why this one may matter more than most.

- The new names in the S&P 500 – Crowdstrike, KKR, and GoDaddy – and what they say about the state of the market. 

(17:57) Are the world’s tallest buildings ego-projects or promising investment opportunities? Ricky Mulvey talks with economist and skyscraper expert Jason Barr, about the state of “supertalls” and how China’s building boom is leading to an increase in homeowners without homes.

Companies discussed: LUV, NVDA, CRWD, KKR, GDDY, RHI, CMA, ILMN

Host: Dylan Lewis

Guests: Asit Sharma, Ricky Mulvey, Jason Barr

Producer: Ricky Mulvey

Engineers: Dan Boyd

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

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Nearly half of Americans say they’re willing to pay for weight-loss drugs. But what are the downsides to these so-called “miracle drugs”?

Johann Hari is the author of the book, “Magic Pill: The Extraordinary Benefits and Disturbing Risks of the New Weight Loss Drugs.” Ricky Mulvey caught up with Hari for a conversation about:

• The medical magic that makes GLPs so effective
• Whether online pharmacies can responsibly prescribe these drugs
• Why there’s a much larger market for these in the US than in other parts of the world

To see where you can get a copy of “Magic Pill,” head to: www.magicpillbook.com

Host: Ricky Mulvey

Guest: Johann Hari

Producer: Mary Long

Engineer: Tim Sparks

Companies discussed: NVO, LLY, ZM

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Last year, 440,000 new apartments went on the market – a 36-year high. This year, even more new builds are coming. That’s good news for renters, but perhaps less good for developers. What about REIT investors?

Matt Argersinger and Ricky Mulvey discuss the state of the multifamily market and why REITs (of any stripe!) aren’t out for the count quite yet.

Host: Ricky Mulvey

Guest: Matt Argersinger

Producer: Mary Long

Engineer: Dan Boyd

Epic Bundle discount link: www.fool.com/epic

Companies discussed: MAA, PLD, DLR, SPG

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Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly flying off the shelves.

(00:21) Bill Mann and Jason Moser discuss:

- The strength of Crowdstrike’s recent earnings and cybersecurity spend, a cyclical company that looks interesting, and why even at valuation lows, Lululemon has some work to do.

- Why some investors are interested in starting a new stock exchange in Texas and Spotify’s latest price hikes.

(19:11) The regulatory environment continues to heat up – late last month the DOJ filed its latest antitrust suit against ticketing giant Live Nation. Motley Fool Canada analyst Nick Sciple unpacks the case and what it might mean for Live Nation and investors.

(32:24) Jason and Bill break down two stocks on their radar: Docusign and Casey’s General Stores.

Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR

Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, Nick Sciple

Engineer: Dan Boyd

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If you own an S&P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple.

(00:21) Asit Sharma and Ricky Mulvey discuss why big tech is driving the market, earnings from Lululemon, and mindset advice for new investors.

Plus, (17:05) Mary Long interviews Tom Steyer, author of “Cheaper, Faster, Better: How We’ll Win the Climate War” about advancements in green tech.

Companies discussed: AAPL, NVDA, MSFT, LULU, CAVA, CRM

Host: Ricky Mulvey

Guests: Asit Sharma, Mary Long, Tom Steyer

Engineers: Dan Boyd, Tim Sparks

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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Growth comes easy when the product speaks for itself.

At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage.

Then, at (17:08), Asit Sharma catches up with John McCool, Chief Platform Officer at Arista Networks. They discuss Arista's role in the AI race, how competition fuels innovation, and what's next for the cloud-based networking company.

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

Companies discussed: CRWD, PANW, MNST, ANET, NVDA, CSCO, JNPR, MSFT

Host: Mary Long

Guests: David Meier, Asit Sharma, John McCool

Producer: Ricky Mulvey

Engineers: Dan Boyd, Tim Sparks

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