Motley Fool Money - Did Anthropic Just Give Investors Another “DeepSeek Moment?”

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.


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The Best One Yet - 🍌 “Ripe $$$” — Instacart’s banana strategy. Bitcoin’s Ice Age. Kindred’s Airbnb swap. +SF Super Bowl conspiracy

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


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The Best One Yet - 🍌 “Ripe $$$” — Instacart’s banana strategy. Bitcoin’s Ice Age. Kindred’s Airbnb swap. +SF Super Bowl conspiracy

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/


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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.

Motley Fool Money - Disney Has Its CEO

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.


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Money Girl - Retirement for Two: The 2026 Spousal IRA Rules

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:

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The Best One Yet - 🚀 “$XXX” — SpaceX’s sugardaddy deal. Zebra’s Super Bowl stock. Pepsi’s price cut. +Minivan Millennial Dad.

One company is tracking every football at the Super Bowl… And it’s a publicly-traded stock.

Elon Musk is merging SpaceX and Xai… It’s a sugardaddy acquisition.

Pepsi is cutting prices on Dorito’s and all snacks by 15%... It’s inspired by Greek mythology.

Plus, the surprise car trend? Minivans… Driven by 40-year-old Millennial dads.


$ZBRA $PEP $XXXX 


Buy tickets to The IPO Tour (our In-Person Offering) TODAY

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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.

Motley Fool Money - When AI Starts Building the Game

Who is getting disintermediated when AI enters the gaming race? And where does a shakeup in the c-suite leave a new value stock? In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Loren Horst to discuss:


- PayPal’s surprise CEO change, and whether a single-digit earnings multiple is an opportunity or a warning sign

- Alphabet’s Project Genie demo and what the concept of “prompt-to-play” could mean for the gaming industry

- Roblox’s push into premium advertising and whether or not the brand retains a moat


Companies discussed: PYPL, KSPI, RBLX, U, GOOGL, MSFT


Host: Emily Flippen, Jason Hall, Loren Horst

Producer: Anand Chokkavelu

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.


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The Best One Yet - 🍸 “$haken” — Martinis’ alcohol defiance. Moltbot’s AI Facebook. Disney’s Musical TikTok. + Nike/Costco shoe

Moltbot has gone viral with a chatbot social network… AI Agents are chatting with other AI.

Disney’s parks biz hit an ATH… but the real story is High School Musical on TikTok.

There is 1 drink defying the alcohol downturn: The Martini… Shaken or stirred, it’s a Profit Puppy.

Plus, that rumored Nike collab with Costco?... It’s real (and it’s spectacular)


$NKE $COST $DIS


Buy tickets to The IPO Tour (our In-Person Offering) TODAY

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Los Angeles, CA (6/3): SOLD OUT


Get your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll 


NEWSLETTER:

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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/


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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.




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Motley Fool Money - Biotech Beat NVIDIA in 2025. Can It Do It Again?

Big pharma and biotech take the earnings stage this week with reports from Eli Lilly (NYSE: LLNY) and Novo Nordisk (NYSE: NVO) leading the lineup. Will they help the industry once again outperform AI champ NVIDIA (NASDAQ: NVDA), as the industry did in 2025?


Karl Thiel, Tom King, and Tim Beyers discuss:

- Slow rolling chaos at FDA and its effects on drug approvals.

- How to think about risk when investing in biotech.

- Earnings predictions for Lilly and Novo as well as a review of results from DNA researcher Twist Bioscience (NASDAQ: TWST).


Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!


Companies discussed: RGNX, LLY, NVO, TWST


Host: Tim Beyers

Guests: Karl Thiel, Tom King

Producer: Anand Chokkavelu

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.


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The Best One Yet - 👋 “Meet the New Boss” — Kevin’s Fed. Super Bowl commercial dating. Brag Book job hack. +Secret Starbucks store

Serena Williams’ super bowl spot is already viral… But it actually cost 3x more than the sticker price.

Get to know the next Fed Chair: Kevin Warsh… He’ll affect your money more than the prez.

The #1 way to get promoted/get a bonus? Build a Brag Book… We did (and we’ll tell ya how).

Plus, what’s the one Starbucks they don’t write names on cups? TBOY Trivia…


$SPY


Buy tickets to The IPO Tour (our In-Person Offering) TODAY

Austin, TX (2/25): SOLD OUT

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Los Angeles, CA (6/3): SOLD OUT


Get your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll 


NEWSLETTER:

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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


GET ON THE POD: 

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SOCIALS:

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Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/

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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.