Author: The Motley Fool

Microsoft continues to live up to its top dog status in its latest report thanks to its cloud segment, and the market is less convinced Alphabet has fully caught up.

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

- Where AI developments are showing up in Microsoft’s financials.

- The concerns over Alphabet’s ad segment, even as it posts a return to growth.

- How the market is grading big tech companies this earnings season.

(14:12) Is scanning social media a part of your investment research? Chris Camillo, co-host of "Dumb Money Live" on YouTube, Motley Fool Senior Analyst Sanmeet Deo caught up with Camillo to find out how he does on-the-ground research and the bull case for Tesla's humanoid robots.

Companies discussed: MSFT, GOOG, GOOGL, TSLA

Host: Dylan Lewis

Guests: Asit Sharma, Chris Camillo, Sanmeet Deo

Engineers: Dan Boyd

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Flutter Entertainment, the owner of FanDuel, entered the New York Stock Exchange with impressive revenue growth. But, what’s driving it?

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

- What to watch as big tech companies report.

- Concentration in the Magnificent Seven.

- Questions about Flutter Entertainment’s share count and debt load.

- The switching incentives in sports betting.

Plus, (15:26) Robert Brokamp continues his conversation with Michael Finke, a professor of wealth management and the Director for the Granum Center for Financial Security at The American College of Financial Services. They discuss the key factors for a happy retirement.

Epic Bundle Discount: www.fool.com/epic198

Gillies post on X: https://twitter.com/JimPGillies/status/1751713645816365089

Companies discussed: AAPL, MSFT, FLUT

Hosts: Ricky Mulvey, Robert Brokamp

Guests: Jim Gillies, Michael Finke

Engineers: Dan Boyd, Rick Engdahl

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Amazon ends its deal with iRobot leaving the Roomba maker’s path forward unclear.

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

- Why Amazon ended the iRobot deal.

- Where iRobot could go next.

- If Sofi is building the next big bank.

(17:12) Eric Siegel, author of The AI Playbook, explains the challenges facing companies looking to adopt artificial intelligence.

Companies discussed: AMZN, IRBT, SOFI

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Host: Deidre Woollard

Guests: Jason Moser, Eric Siegel

Producers: Ricky Mulvey, Mary Long

Engineers: Rick Engdahl, Dan Boyd

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Owning companies can help you build wealth. So can real estate.

Dave Meyer is the VP of Growth and Analytics at BiggerPockets and the author of “Start with Strategy: Craft Your Personal Real Estate Portfolio for Lasting Financial Freedom.” Deidre Woollard caught up with Meyer to discuss:

- Creating a vision for your investing plan.

- “The HGTV disease.”

- Risk mitigation strategies for real estate investors.

- A common way that real estate investors start out.

Host: Deidre Woollard

Guest: Dave Meyer

Producer: Ricky Mulvey

Engineers: Dan Boyd, Chace Przylepa

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Growth companies get a lot of the glory in investing. But something seemingly more snooze-worthy is behind a whole lot of wealth creation. 

Ricky Mulvey caught up with Fool analysts Matt Argersinger and Anthony Schiavone to talk about all things dividends. They discuss:

• Whether “special dividends” are really special at all. 
• 2 “Dividend Knights” – and a Cincinnati grocer that may rejoin the same ranks.
• Why investing is not just about revenue growth.

Get your dividends report here: www.fool.com/2024dividends

A correction: Texas Roadhouse serves lunch on the weekends.

Dividend Knights link: https://docs.google.com/spreadsheets/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0

Tickers discussed: TXRH, KR, DDS, SCHD, VIG

Host: Ricky Mulvey

Guest: Anthony Schiavone, Matt Argersinger

Producer: Mary Long

Engineers: Tim Sparks

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Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead.

(00:21) Bill Mann and Andy Cross discuss:

- Microsoft crossing $3T and surpassing Apple as the largest publicly traded company.

- Alibaba’s co-founders buying up $200M shares, and the state of investing in China.

- Tesla’s tough, but predictable quarter, big subscriber growth from Netflix, and why IBM is a sneaky AI play.

(19:11) Motley Fool Money’s Deidre Woollard caught up with Jeff Edison, co-founder and CEO of Phillips Edison & Company, to understand the importance of necessity-based goods in retail, what consumers want right now – both in terms of concepts and convenience.

(29:49) Bill and Andy talk how Comcast looks more interesting as Peacock grows and two stocks on their radar: Spotify and MercadoLibre.

Stocks discussed: MSFT, AAPL, BABA, TSLA, NFLX, IBM, SPOT, MELI, PECO

Host: Dylan Lewis

Guests: Bill Mann, Andy Cross, Deidre Woollard, Jeff Edison

Engineers: Tim Sparks, Dan Boyd

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(00:21) Asit Sharma and Deidre Woollard discuss:

- The promise of Tesla’s next-generation vehicles.

- If Tesla’s energy business is finally ready for prime time.

- How ServiceNow’s AI push is paying off.

(18:51) Tom King and Mary Long talk about Constellation Software’s history of acquisitions.

Companies discussed: TSLA, BYD, NOW, CNSWF

Claim your Epic Bundle discount here: www.fool.com/epic198

Host: Deidre Woollard

Guests: Asit Sharma, Mary Long, Tom King

Producers: Mary Long, Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming.

(00:21) Tim Beyers and Dylan Lewis discuss:

- ASML’’s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi.

- Huge subscriber gains for Netflix, and the metric that shows the company’s streaming supremacy.

- Chipotle’s preparations for “peak burrito.”

(15:00) The trend of stay-at-home is hitting some “eatertainment” companies. Motley Fool Money’s Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that’s trying to reverse a sales decline. 

Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG

Host: Dylan Lewis

Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz

Engineers:Dan Boyd

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One of the biggest shows on cable is leaving for streaming.

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

 - Netflix’s $5 billion deal with the WWE.

 - Proctor & Gamble’s quarter and write down of Gillette.

 - Why Schwab’s deposit flight isn’t quite breaking the bank.

Plus, (16:12) Robert Brokamp kicks off a two-part interview series with Michael Finke, the Director for the Granum Center for Financial Security at The American College of Financial Services. In part one, they discuss what to consider when planning a withdrawal rate for retirement.

Companies discussed: NFLX, TKO, PG, SCHW

Hosts: Ricky Mulvey, Robert Brokamp

Guests: Bill Mann, Michael Finke

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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What’s behind this latest rally?

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

- What could impact the recent rally?

- The potential future for Macy’s.

- Sports Illustrated and the value of legacy brands.

(19:27) Deidre Woollard interviews Jamil Khan, Chief Strategy and Small Business Officer at H&R Block on where the tax-preparation company is headed next.

Companies discussed: M, HRB, NYT, AMZN, GOOG, GOOGL, SEDG, SFIX

Claim your Epic Bundle discount here: www.fool.com/epic198

Host: Deidre Woollard

Guests: Jason Moser, Jamil Khan

Producers: Mary Long, Ricky Mulvey

Engineers: Dan Boyd, Kyle Carruthers

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