What’s ailing Campbell’s soup? And why are investors jumpy again about AI? Plus, is Lululemon on the verge of making a comeback? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter.
Disney agreed to let its characters be used in OpenAI’s Sora videos, so is this a visionary move, or is Disney giving away its IP to AI? We discuss media in AI, Oracle’s recent earnings report, and ask what executive would be the dream free agent pickup for some beaten-up stocks.
Travis Hoium, Dan Caplinger, and Jon Quast discuss:
- Disney’s licensing deal with OpenAI
- Oracle’s earnings and AI buildout
- Lululemon earnings recap
- CEO free agent picks
Companies discussed: Nike (NKE), The Trade Desk (TTD), Disney (DIS), Block (XYZ), Oracle (ORCL), Alphabet (GOOG).
Host: Travis Hoium
Guests: Dan Caplinger, 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.
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/
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.
2025 has been an above-average year for stocks. And over 300 publicly-traded companies have increased in value by 100% or more. This has our team asking the question: Which of these upward moves are legit and which could be doomed to revert back in 2026? This episode features discussions on energy, technology, real estate, and more. And our analysts aren't in perfect agreement on the outlook for these stocks in the coming year.
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.
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/
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.
Some of the most well-known companies in the world have dropped in 2025, so can they make a comeback? We dig into the fortunes of Chipotle, Target and Crocs.
Travis Hoium, Jon Quast, and Rachel Warren discuss:
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.
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/
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.
$70 billion can get a lot… but in the case of Netflix, it can’t buy anything better than Warner Bros Discovery. Host Emily Flippen is joined by Jason Hall and Dan Caplinger to break down what it means for investors, streamers, and how to evaluate mega-mergers to determine when they’re accretive or dilutive.
They cover:
- What Netflix is actually buying - and why Warner Bros said “yes” to Netflix over Paramount and Comcast.
- Whether or not this smart capital allocation or peak hubris on the part of Netflix
- A framework for judging mega-mergers in your own portfolio and how to evaluate when they do (or don’t!) make sense
Companies discussed: WBD, NFLX, DIS, PARA, CMCSA
Host: Emily Flippen, Dan Caplinger, Jason Hall
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.