Author: The Motley Fool

For now at least.

(00:21) Jason Moser and Ricky Mulvey discuss:

- The economic outlook from the Federal Reserve and the new US trade deal with the UK.

- How Axon Enterprise keeps posting impressive growth numbers.

- What more global uncertainty means for Shopify.

Then, (17:38) Ricky continues his conversation with Gerard Barron, CEO of The Metals Company, about the environmental impact of deep sea mining.

Companies discussed: AXON, SHOP, TMC

Host: Ricky Mulvey

Guests: Jason Moser, Gerard Barron

Producer: Mary Long

Engineer: Dan Boyd

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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Disney’s building coasters; Uber’s hailing robotaxis. Which ride has the better growth engine?

(00:14) David Meier and Mary Long discuss earnings from Disney and Uber.

Then, (15:22), Ricky Mulvey talks with Gerard Barron, the CEO of The Metals Company, about the political hurdles TMC needs to clear in order to pick up rocks from the ocean floor.

Companies discussed: DIS, UBER, GOOG, TMC

Host: Mary Long

Guests: David Meier, Gerard Barron

Producer: Ricky Mulvey

Engineer: Rick Engdahl

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story.

(00:21) Sanmeet Deo and Ricky Mulvey discuss:

- Palantir’s impressive business results and astonishing valuation.

- Celsius’s “meh” quarter.

- Why DoorDash kept growing after COVID.

Then, (16:10) Cynthia Stewart, Executive Director of DART Collective, joins Robert Brokamp to discuss how AI is changing scams and how to protect yourself.

Companies discussed: PLTR, CELH, DASH

Host: Ricky Mulvey

Guest: Sanmeet Deo, Robert Brokamp, Cynthia Stewart

Producer: Mary Long

Engineer: Dan Boyd

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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After 60 years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement.

(00:21) Jim Gillies and Dylan Lewis discuss:

- Warren Buffett’s plan to step down as CEO of Berkshire Hathaway.

- The parallels between Berkshire’s succession planning and Apple’s transition from Steve Jobs to Tim Cook.

- The available cash, opportunities, and challenges ahead for Greg Abel and team.

Companies discussed: BRK.A, BRK.B, AAPL, BAC

Host: Dylan Lewis

Guest: Jim Gillies

Producer: Mary Long

Engineers: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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Economic interdependence is unraveling. What comes next?

Edward Fishman is the author of Chokepoints: American Power in the Age of Economic Warfare. Fishman teaches at Columbia University’s School of International and Public Affairs and has served in the Pentagon and State Department. Mary Long caught up with Fishman to discuss:

- How the US dollar became the most powerful currency in the war.

- Playing defense in a trade war.

- The economic effects from an embargo on Chinese goods.

Host: Mary Long

Guest: Edward Fishman

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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

The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing.

Jason Moser and Asit Sharma join Ricky Mulvey to discuss:

- If the U.S. economy is sliding into a recession.

- Earnings from Amazon, Meta, Microsoft, and Apple.

- If investors should mind 20% of the S&P 500’s market cap being tied to four companies.

Then (19:11) Motley Fool Contributor Rick Munnariz joins Mary Long to discuss Universal Studio’s new park, Epic Universe, and the state of the travel industry.

(32:17) Asit and Jason break down two radar stocks: Twilio and Reddit.

Host: Ricky Mulvey

Guests: Jason Moser, Asit Sharma, Mary Long, Rick Munarriz

Engineer: Dan Boyd

Notes: How a millions of dollars worth of NFTs temporarily disappeared: https://www.404media.co/nfts-that-cost-millions-replaced-with-error-message-after-project-downgraded-to-free-cloudflare-plan/

This advertisement is sponsored content and is provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within this advertisement. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement

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Microsoft just got the market focused on business results again.

(00:21) Nick Sciple and Dylan Lewis discuss:

- Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud.

- Meta’s advertising present and AI future.

- Why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks.

(17:33) Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav – the man tasked with leading the media conglomerate into the future.

Companies discussed: MSFT, META, AAPL, AMZN, WBD

Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Ryan Henderson

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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

Same-store sales are down at the coffee chain’s US stores. But a successful turnaround isn’t off the menu yet.

(00:21) Asit Sharma and Mary Long discuss:

- What to do with two minutes’ extra time.

- Earnings from Starbucks.

- What’s cooking at Wingstop.

Then, (19:30), Yasser el-Shimy joins Mary for a look at Warner Brothers Discovery, in the first of a two-part series about the entertainment conglomerate and its controversial CEO.

Tickers mentioned: SBUX, WING, WBD

Host: Mary Long

Guests: Asit Sharma, Yasser el-Shimy

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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

PayPal is not making noise, but standing firm on its earnings outlook.

(00:21) Jason Moser and Ricky Mulvey discuss:

- How trade disputes are impacting the Port of Los Angeles.

- What PayPal’s advertising business means for its growth story.

- Earnings from Spotify.

Then, (15:30) Robert Brokamp joins Ricky to discuss some methods to diversify your savings.

Companies discussed: WMT, PYPL, SPOT

Host: Ricky Mulvey

Guests: Jason Moser, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them.

(00:21) David Meier and Dylan Lewis discuss:

- Domino’s earnings sending the same warning signals as Chipotle – lower income eaters aren’t ordering as often..

- Temu and Shein pushing tariff increases to American consumers over the weekend.

- Old Dominion Freight Lines and Saia signaling fewer goods are coming into the U.S.

(15:53) Motley Fool Analyst Anthony Schiavone and Ricky Mulvey take a look at homebuilders and the four major economic forces hitting those stocks. .

Companies discussed: DPZ, CMG, PDD, SAIA, ODFL, DHI, DFH.

Host: Dylan Lewis

Guests: David Meier

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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