How have the FAA’s major flight cancellations affected the airlines? And why did E.l.f. Beauty’s stock plummet after reporting an increase in quarterly sales? Plus, what does Wall Street’s growing jitters about a possible AI bubble mean for Palantir Technologies? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them.
Investor sentiment has dropped down to extreme fear as the financial headlines increasingly stoke concerns. Many stocks have dropped into bear territory but our analysts are decided to celebrate the "holiday" and give some of these bears a hug. The team also tackles Berkshire Hathaway's record pile of cash, Elon Musk's $1 trillion payday, and restaurant stocks before wrapping up with stocks on our radar.
Jon Quast, Lou Whiteman and Emily Flippen discuss:
- The fear and greed index is showing extreme fear.
-Berkshire Hathaway is sitting on $382 billion.
-Tesla approves Elon Musk's performance award that includes important operational milestones.
-Denny's is being acquired, Papa John's bid is pulled, and Yum! Brands may be looking for a buyer for Pizza Hut.
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.
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 quite the year for consumer brands, but not in a good way. The industry writ large has underperformed for the past three years and many of the worlds largest consumer brand companies are resorting to mergers & acquisitions, asset sales, and spin offs to rejuvenate their prospects. The team looks at this as well as checking how frothy the AI market looks to the Federal Reserve chairman.
Tyler Crowe, Lou Whiteman, and Rachel Warren discuss:
- Kimberly-Clark’s deal to acquire Kenvue
- The numerous portfolio shakeups in consumer brands
- Jerome Powell’s comments on AI bubbles
- What AI businesses are thriving vs those spinning their wheels
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.
Spotify, Shopify, and Uber were once the poster children for “growth at any cost.” Today, they’re talking cash flow, margins, and discipline. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Jeff Santoro to dig into what these “reformed Rule Breakers” are getting right - and where the risks still lurk.
They discuss third quarter earnings reports for:
- Shopify and how its business stacks up against Amazon and agentic shopping in the battle for online commerce.
- Spotify’s margin makeover, and how the business has created scale in an industry many were skeptical of
- Uber’s transformation from “broken IPO” to cash-flow machine, and how its pricing algorithm has unlocked margin potential
Companies discussed: SHOP, SPOT, UBER, GRAB
Host: Emily Flippen, Jason Hall, Jeff Santoro
Producer: Anand Chokkavelu
Engineer: Dan Boyd, Natasha Hall
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.