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Why are Gartner investors so spooked by AI? And how is the AI infrastructure buildout supercharging Super Micro shares? Plus, what’s behind the selloff of Coinbase shares? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them.
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What’s a few hundred billion dollars in capex spending among friends? When it comes to big tech, the numbers have gotten astronomical and there’s both enthusiasm and fear about this much spending, so we try to make sense of what’s going on.
Travis Hoium, Lou Whiteman, and Jon Quast discuss:
- Big tech’s $650 billion bet on AI
- This week’s SaaS-pocalypse
- We play Gold, Silver, and Bronze
- Stocks on our radar
Companies discussed: Amazon (AMZN), Alphabet (GOOG, GOOGL), Microsoft (MSFT), Meta Platforms (META), Coupang (CPNG), Cava (CAVA), Chipotle (CMG), Starbucks (SBUX), Portillo’s (PTLO), Texas Roadhouse (TXRH), Markel (MKL).
Host: Travis Hoium
Guests: Lou Whiteman, Jon Quast
Engineer: 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.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
836. Laura answers a listener’s question about whether to invest extra money or use it to pay down a mortgage for the best long-term benefits.
Find a transcript here.
Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at (302) 364-0308.
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Anthropic is trolling OpenAI, but they got here… by destroying 1 million books.
Chipotle is raising guac prices… it’s ok with ppl making less than $100k going to Taco Bell.
Bad Bunny is the Halftime Show performer… but do you know the business of Bad Bunny?
Plus, football players have made a big pivot… they’re all buying Hermes Birkin Bags.
$CMG $HESAY $AMZN
Anthropic’s Super Bowl commercials:
#1: https://youtu.be/kQRu7DdTTVA?si=GId96WxL4sImMmSD
#2: https://www.youtube.com/watch?v=FBSam25u8O4
Sam Altman’s response: https://x.com/sama/status/2019139174339928189
Buy tickets to The IPO Tour (our In-Person Offering) TODAY
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Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317
New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2
Los Angeles, CA (6/3): SOLD OUT
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OUR 2ND SHOW:
Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/
NEW LISTENERS
Fill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6
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About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.
Hosted on Acast. See acast.com/privacy for more information.
Anthropic is trolling OpenAI, but they got here… by destroying 1 million books.
Chipotle is raising guac prices… it’s ok with ppl making less than $100k going to Taco Bell.
Bad Bunny is the Halftime Show performer… but do you know the business of Bad Bunny?
Plus, football players have made a big pivot… they’re all buying Hermes Birkin Bags.
$CMG $HESAY $AMZN
Anthropic’s Super Bowl commercials:
#1: https://youtu.be/kQRu7DdTTVA?si=GId96WxL4sImMmSD
#2: https://www.youtube.com/watch?v=FBSam25u8O4
Sam Altman’s response: https://x.com/sama/status/2019139174339928189
Buy tickets to The IPO Tour (our In-Person Offering) TODAY
Austin, TX (2/25): SOLD OUT
Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317
New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2
Los Angeles, CA (6/3): SOLD OUT
Get your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll
NEWSLETTER:
https://tboypod.com/newsletter
OUR 2ND SHOW:
Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/
NEW LISTENERS
Fill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6
GET ON THE POD:
Submit a shoutout or fact: https://tboypod.com/shoutouts
SOCIALS:
Instagram: https://www.instagram.com/tboypod
TikTok: https://www.tiktok.com/@tboypod
YouTube: https://www.youtube.com/@tboypod
Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/
Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/
Anything else: https://tboypod.com/
About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.
Hosted on Acast. See acast.com/privacy for more information.
Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of the market’s reaction to DeepSeek in 2025 – a Chinese startup that seemed like it could deliver the same AI capabilities with a fraction of the hardware requirements. This “DeepSeek Moment” caused investors to rethink their assumptions. The rapid rise of enterprise AI tools appears to have investors rethinking things again.
Tyler Crowe, Matt Frankel, and Jon Quast discuss:
- Which stocks may be more safe
- Sudden shifts in the job market
- How the economy impacts our investing
- Stocks on our radar
Companies discussed: CRWD, TOST, UPS, AMZN, POWL, ZS, GDDY
Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Engineer: 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.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
Bitcoin has officially wiped out all its gains from the Trump presidency… it’s a mini ice age.
Instacart’s Super Bowl ad is all about bananas… Because ripeness retains.
Airbnb rival Kindred just raised $125M for home-swapping… You can’t book unless you host.
Plus, is Silicon Valley causing San Francisco 49ers injuries?... It’s a Super Bowl conspiracy.
$CART $ABNB $SPY
Buy tickets to The IPO Tour (our In-Person Offering) TODAY
Austin, TX (2/25): SOLD OUT
Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317
New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2
Los Angeles, CA (6/3): SOLD OUT
Get your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll
NEWSLETTER:
https://tboypod.com/newsletter
OUR 2ND SHOW:
Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/
NEW LISTENERS
Fill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6
GET ON THE POD:
Submit a shoutout or fact: https://tboypod.com/shoutouts
SOCIALS:
Instagram: https://www.instagram.com/tboypod
TikTok: https://www.tiktok.com/@tboypod
YouTube: https://www.youtube.com/@tboypod
Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/
Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/
Anything else: https://tboypod.com/
About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.
Hosted on Acast. See acast.com/privacy for more information.
Bitcoin has officially wiped out all its gains from the Trump presidency… it’s a mini ice age.
Instacart’s Super Bowl ad is all about bananas… Because ripeness retains.
Airbnb rival Kindred just raised $125M for home-swapping… You can’t book unless you host.
Plus, is Silicon Valley causing San Francisco 49ers injuries?... It’s a Super Bowl conspiracy.
$CART $ABNB $SPY
Buy tickets to The IPO Tour (our In-Person Offering) TODAY
Austin, TX (2/25): SOLD OUT
Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317
New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2
Los Angeles, CA (6/3): SOLD OUT
Get your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll
NEWSLETTER:
https://tboypod.com/newsletter
OUR 2ND SHOW:
Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/
NEW LISTENERS
Fill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6
GET ON THE POD:
Submit a shoutout or fact: https://tboypod.com/shoutouts
SOCIALS:
Instagram: https://www.instagram.com/tboypod
TikTok: https://www.tiktok.com/@tboypod
YouTube: https://www.youtube.com/@tboypod
Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/
Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/
Anything else: https://tboypod.com/
About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.
Hosted on Acast. See acast.com/privacy for more information.
Disney has hired a new CEO with Josh D’Amaro taking over for Bob Iger in March. We discuss Iger’s legacy, where D’Amaro will take Disney, and why the company may be setup for success. Then, we cover Chipotle’s earnings and the latest in GLP-1s.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Disney’s new CEO
- Bob Iger’s legacy
- Chipotle’s declining results
- The Big Pharma GLP-1 battle
Companies discussed: Novo Nordisk (NOVO), Eli Lilly (LLY), Disney (DIS), Chipotle (CMG).
Host: Travis Hoium
Guests: Lou Whiteman, Rachel Warren
Engineer: Dan Boyd, Kristi Waterworth
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.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
994. This week, Laura reviews updated rules for using a spousal IRA, who can use one, and how they help keep your own retirement account growing.
Find a transcript here.
Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at (302) 364-0308.
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
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.