Motley Fool Money - Big Tech Bets on “Overinvesting”

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

Money Girl - 5 Tips for Better Adulting with Your Money

Laura answers a recent graduate’s question about general financial advice. You'll learn to prioritize your resources, create goals that guarantee financial success, and become a money-adulting pro!

Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.

Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308.

Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.

Money Girl is a part of Quick and Dirty Tips.

Links: 

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https://www.facebook.com/MoneyGirlQDT

https://twitter.com/LauraAdams

https://lauradadams.com/

The Best One Yet - 🦏 “Dude Where’s My Horn?” — Economics saves Rhinos. Big Tech’s AI FOMO. CapCut’s crazy speed.

In South Africa they’re preemptively de-horning rhinos to save them from poachers… Economics is saving the rhino.

Big Tech is being driven by AI FOMO… and Wall Street is analyzing their AI spending receipts. 

There is 1 app more powerful than TikTok… It’s called CapCut and it’s crushing Adobe/Canva.

Plus, how much are Olympians paid for winning a gold medal? Poland gives them an apartment, Malaysia gives $1K for life, and Hong Kong gives $768K.


$META $GOOG $MSFT



About Us: From the creators of Robinhood Snacks Daily, The Best One Yet (TBOY) is the daily pop-biz news show making today’s top stories your business. 20 minutes on the 3 business, economics, and finance stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell.



See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Motley Fool Money - Chips, Glorious Chips!

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

The Best One Yet - 🧠 “The CEO enneagram” — Boeing picked the wrong 1. Amtrak’s train surge. Adidas’ Olympic ROI.

Boeing finally has a new CEO… but we think they should’ve picked a different enneagram. 

Adidas has already won 13 medals at this Olympics… so we calculated the brand’s Olympic ROI. 

Amtrak ridership is at an all-time high… the train turned A-to-B into an experience to C.


Plus, the newest innovation is Arc'teryx $5,000 pants… that do the walking for you. 


Podcast that got Nick & Jack into enneagrams: https://apple.co/3WK5MJJ


$ADDYY $NKE $AS $BA



About Us: From the creators of Robinhood Snacks Daily, The Best One Yet (TBOY) is the daily pop-biz news show making today’s top stories your business. 20 minutes on the 3 business, economics, and finance stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell.



See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Motley Fool Money - “Here’s Your Unicorn Drink. Now Get Out.”

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

Money Girl - Can I Use My Retirement Account to Buy a Home?

Laura reviews the rules for using your workplace retirement plan or individual retirement account (IRA) to buy a home, and if it’s a good idea.

Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.

Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308.

Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.

Money Girl is a part of Quick and Dirty Tips.

Links: 

https://www.quickanddirtytips.com/

https://www.quickanddirtytips.com/money-girl-newsletter

https://www.facebook.com/MoneyGirlQDT

https://twitter.com/LauraAdams

https://lauradadams.com/

The Best One Yet - 🐮 “Got Dairy?” — Big cheese’s turnaround. Flo’s $1B menopause app. Starbucks’ double-pump plan.

Women’s health app Flo just hit a $1 billion valuation… so it’s expanding to Millennial Menopause.

We crunched the numbers on Starbucks… it’s officially Wall Street’s least-loved fast food chain.

The Dairy Industry is living its best life… because Big Milk bet the farm on cheese.

Plus, every olympic swimmer is peeing in the pool… because the gold is worth the yellow.


$SBUX



About Us: From the creators of Robinhood Snacks Daily, The Best One Yet (TBOY) is the daily pop-biz news show making today’s top stories your business. 20 minutes on the 3 business, economics, and finance stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell.



See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Motley Fool Money - The Madden Curse for Investors

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

The Best One Yet - 💦 “Wildest Olympic Shoes” — On’s spray-on sneakers. Bitcoin’s Fort Knox. Disney’s Rated-R strategy.

Bitcoin rose to $70K after Trump fan-boyed at BitCon… will we get a Fort Knox of Crypto?

Deadpool & Wolverine just set an R-rated box office record… thanks to Disney’s “4th Quadrant.”

The craziest new Olympics tech?... On Running’s “spray-on” shoe, which is winning marathons.

Plus, 25% of the avocado is actually the pit… so one entrepreneur invented a new one.


$BTC $ONON $NKE $DIS



About Us: From the creators of Robinhood Snacks Daily, The Best One Yet (TBOY) is the daily pop-biz news show making today’s top stories your business. 20 minutes on the 3 business, economics, and finance stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell.



See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.