Author: The Motley Fool

You’ve probably interacted with large language models. The next version might be large vision models.

Cathy Hackl is a futurist, Apple Vision Pro developer, and co-author of the upcoming book “Spatial Computing: An AI-Driven Business Revolution.” Deidre Woollard caught up with Hackl for a conversation about:

- How businesses, like Lockheed Martin and Lowes, are already using spatial computing.

- The current challenges developing apps for the Vision Pro

- Virtual air rights, digital fashion, and questions about the future of spatial computing.

Companies discussed: APPL, U, LMT, LOW, META, GOOG, GOOGL

Host: Deidre Woollard

Guest: Cathy Hackl

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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Earnings season rolls on plus some acquisitions made the news this week:

(00:21) Emily Flippen and Andy Cross discuss:

- Earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre

- Acquisition roundup: Capital One is acquiring Discovery Financial and Walmart is acquiring Vizio

(19:11) Bloomberg reporter, Kurt Wagner talks about Twitter and his new book “The Battle for the Bird.”

(34:25) Emily and Andy break down two stocks on their radar: Grab Holdings and HubSpot

Stocks discussed: NVDA, ETSY, W, WMT, PANW, MELI, COF, DFS, GRAB, HUBS

Host: Ron Gross

Guests: Emily Flippen, Andy Cross, Kurt Wagner

Engineers: Dan Boyd

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What does Nvidia’s blockbuster quarter signify for the future?

(00:21) Tim Beyers and Deidre Woollard discuss:

- What is fueling Nvidia’s growth?

- How far the demand for GPUs can stretch.

- What concerns Tim about Nvidia’s capital allocation.

Companies discussed: NVDA

Host: Deidre Woollard

Guest: Tim Beyers

Producers: Ricky Mulvey

Engineer: Dan Boyd

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Investors want PayPal to become the next Meta, but it’s not easy to transform a business.

(00:13) David Meier and Deidre Woollard discuss:

- The reason behind Palo Alto Network’s lowered outlook.

- Where the next big cybersecurity threats could come from.

- Fubo’s attempt to sport a sports streaming superpower.

(17:12) Matt Frankel and Ricky Mulvey look at Meta’s rebound and if PayPal could be next for a glow up.

Companies discussed: META, PYPL, ADYEY, NVDA, PANW, ZS, CRWD, FUBO, DIS, WBD

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Host: Deidre Woollard

Guests: Matt Frankel, Ricky Mulvey, David Meier

Producer: Ricky Mulvey, Mary Long

Engineers: Rick Engdahl, Tim Sparks

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Capital One wants Discover for a $35 billion dollar all stock deal.

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

 - How a merged Capital One and Discover would compare to the big banks.

 - The investor reaction to the proposed merger.

 - Home Depot’s earnings.

 - The end of an activist story at a company that makes garden rakes.

Plus, (16:47) Robert Brokamp and Alison Southwick continue their conversation with Jason Moser and Bill Mann. They cover the stocks that got away and the ones that broke their hearts.

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Companies discussed: DFS, COF, HD, GFF, UA, LULU, NVDA, TDG, JD, EB, U, IOT, ONON

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Jason Moser, Bill Mann

Producer: Mary Long

Engineers: Dan Boyd, Jim Gillies

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Why would Eli Lilly put on a failure party?

Deidre Woollard talked about the art of failing with Amy Edmondson, the Novartis Professor of Leadership and Management at the Harvard Business School, and author of “Right Kind of Wrong”. They discuss:

- The complex failure at Boeing.

- What to do after something goes wrong.

- The problem with “move fast and break things.”

Companies discussed: BA, LLY

Host: Deidre Woollard

Guest: Amy Edmondson

Producer: Ricky Mulvey

Engineers: Dan Boyd, Chace Przylepa

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Did Netflix kill the video star?

James Keyes is the former CEO of Blockbuster and 7-Eleven, and the author of “Education is Freedom: The Future Is in Your Hands.” Deidre Woollard caught up Keyes to discuss:

- What it is like to be a CEO at a company facing bankruptcy.

- 7-Eleven and the American Dream.

- Blockbuster’s early streaming play

- How AI is changing education.

Company discussed: NFLX

Host: Deidre Woollard

Guest: James Keyes

Producer: Ricky Mulvey

Engineer: Tim Sparks

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Economic data and earnings season combined for a volatile weak in the stock market.

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

- The latest inflation numbers and what they mean for investors

- Earnings wrap-up for Twilio, Lyft, Airbnb, Shopify and Trade Desk

- Nvidia’s disclosure of its investments and how it impacted stocks

(19:11) Corrado Russo shares some thoughts on the international real estate market.

(34:09) Bill and Jason break down two stocks on their radar: Fresenius and Home Depot

Stocks discussed: TWLO, LYFT, ABNB, SHOP, TTD, SHOP, NVDA, NNOX, ARM, HD, FMS

Host: Ron Gross

Guests: Bill Mann, Jason Moser, Corrado Russo

Engineers: Dan Boyd

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Retail numbers fall as some wonder if it’s more than cold weather holding consumers back.

(00:21) Bill Barker and Deidre Woollard discuss:

- How the retail spending numbers might impact the Fed.

- If Stellantis is ready to take on Big EV.

- Deere’s returns for investors.

(17:55) Drew University Professor Chris Andrews shares his thoughts on why some companies are changing their strategies on self-checkout.

Companies discussed: WMT, DG, KR, STLA, GM, F, DE

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Host: Deidre Woollard

Guests: Bill Barker, Chris Andrews

Producer: Ricky Mulvey

Engineers: Dan Boyd, Tim Sparks

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Shares of the ride hailing soared more than 60% on a mistake.

(00:21) Ricky Mulvey and Tim Beyers discuss:

- Airbnb’s $6 billion share buyback.

- Lyft’s earnings mistake and business fundamentals.

- Why Uber and Lyft aren’t as close as investors may think.

Plus, (15:03) Dylan Lewis, Deidre Woollard, and Mary Long join Ricky for a Valentine’s Day themed roundtable about finding red and green flags for investments.

Stocks discussed: ABNB, LYFT, UBER, CNTS, ECL, ULTA, CRM, MELI, TDOC, AAPL

Host: Ricky Mulvey

Guests: Tim Beyers, Dylan Lewis, Deidre Woollard, Mary Long

Engineers: Dan Boyd, Tim Sparks

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