Motley Fool Money - Is The Stock Market In Bubble Territory?

Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASML’s earnings, and a surprising report from Johnson & Johnson.


(00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Is the market in a bubble?

- Google’s $25 billion data center and energy deals

- Earnings takeaways from ASML and J&J

- Bold predictions this earnings season


Companies discussed: Brookfield Asset Management (BAM), Brookfield Renewable Partners (BEP), Johnson & Johnson (JNJ), Alphabet (GOOG, GOOGL), ASML (ASML), Palantir (PLTR), Robinhood (HOOD), Cloudflare (NET)

Host: Travis Hoium

Guests: Lou Whiteman, Rachel Warren

Engineers: Dan Boyd, Natasha Hall

 

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The Best One Yet - 🌮 “From TACO to BURRITO” — Trump’s next trade war trade. Jimmy Butler’s super coffee. Target’s influencer turnaround.

Forget the Trump T.A.C.O. Trade… we want to introduce the B.U.R.R.I.T.O. trade coming Aug 1st

Basketball star Jimmy Butler just launched a $100 coffee… because of the wine industry.

Target’s stock has dropped 60% from its high, so we have a solution… and it’s all about influencers.

Plus, the most controversial part of your car? Cupholders (blame Stanley Mugs)...


$SBUX $TGT TSPY


Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Michelin’s Restaurant Guide ⭐


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TBOY Live Show Tickets to Chicago on sale NOW: https://www.axs.com/events/949346/the-best-one-yet-podcast-tickets


About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, TBOY Lite is hosted by Jack Crivici-Kramer & Nick Martell.


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Motley Fool Money - Bold Earning Season Predictions

Get excited…today is the first day of earnings season!


(00:21) Anand Chokkavelu, Emily Flippen, Jason Hall, and Jose Najarro discuss:


- Inflation ticks up

- NVIDIA and semiconductors get a China bump

- The big banks kick off earnings season (and tell us about the economy)

- Is “Crypto Week” a thing?

- Bold predictions on which company will surprise this earnings season


Companies discussed: NVDA, AMD, JPM, WFC, C, Bitcoin, ETSY, CFLT, WBD


Host: Anand Chokkavelu

Guests: Emily Flippen, Jason Hall, Jose Najarro

Engineer: Dan Boyd

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The Best One Yet - 🙋‍♀️ “Power Pause” — Millennial Moms-preneurs. KFC vs Dave’s Hot Chicken. Vibe Coding’s AI drama.

KFC just fell out of the top 3 chicken chains in America… and Dave’s Hot is bringing the heat.

Millennial Moms are leading a female founder boom… and it’s all thanks to “The Power Pause.”

Google and OpenAI are battling to win in Vibe-Coding… and we created an app instantly thanks to it.

Plus, the untold origin story of… The Michelin Restaurant Guide.


$GOOG $YUM $SPY


Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… “The Michelin Guide ⭐ The Tire Company That Accidentally Conquered Food”


Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.


TBOY Live Show Tickets to Chicago on sale NOW: https://www.axs.com/events/949346/the-best-one-yet-podcast-tickets


About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, TBOY Lite is hosted by Jack Crivici-Kramer & Nick Martell.


GET ON THE POD: 

Submit a shoutout or fact: https://tboypod.com/shoutouts 


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Motley Fool Money - Can Toast Thrive in the Restaurant Renaissance?

Despite inflation concerns and tariff uncertainty, restaurants are busier than ever. Can it continue?


Tim Beyers and Rick Munarriz discuss:

- Surprisingly good data from the Restaurant Performance Index.

- The metrics that matter when investing in the restaurant sector.

- And a Fool’s duel over the future of Toast!


Tickers: Companies discussed: CMG, CAVA, TOST, SG, WING


Host: Tim Beyers

Guests: Rick Munarriz

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.

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The Best One Yet - 🍑 “Bombshell Bump” — Love Island’s economy. Delta’s Super Biz Class+. Bhutan’s Bitcoin win.

Love Island is the most viral show of the year… and it’s having a global economic impact.

Delta only makes $4 profit per ticket… so it’s launching new premium classes (Super Biz Class+)

Bitcoin hit a fresh record high of $118K… but the biggest winner is the little Kingdom of Bhutan.

Plus, the best part of a TBOY Live Show… in Chicago


Get tickets here: https://www.axs.com/events/949346/the-best-one-yet-podcast-tickets


$BTC $PARA $DAL


Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… The Frisbee 🥏


Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.


TBOY Live Show Tickets to Chicago on sale NOW: https://www.axs.com/events/949346/the-best-one-yet-podcast-tickets


About Us: The daily pop-biz news show making today’s top stories your business. Formerly known as Robinhood Snacks, TBOY Lite is hosted by Jack Crivici-Kramer & Nick Martell.


GET ON THE POD: 

Submit a shoutout or fact: https://tboypod.com/shoutouts 


NEWSLETTER:

https://tboypod.com/newsletter 


SOCIALS:

Instagram: https://www.instagram.com/tboypod 

TikTok: https://www.tiktok.com/@tboypod

YouTube: https://www.youtube.com/@tboypod 


Anything else: https://tboypod.com/ 


Our 2nd show… 

The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly.


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 - Data Scientist Hilary Mason on AI and the Future of Fiction

A view from the intersection of AI and creators.


Rich Lumelleau and Data Scientist Hilary Mason discuss:

- How her company Hidden Door uses generative AI to turn any work of fiction into an online social roleplaying game.

- Whether Napster is a fair comparison.

- What the future of storytelling could look like.


Host: Rich Lumelleau

Guests: Hilary Mason

Engineer: Dan Boyd


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.


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Motley Fool Money - Tom Gardner: A Message to All Investors

Motley Fool co-founder and CEO Tom Gardner shares some investing insights on the current market, investments to avoid, and a motley array of investing topics:


- Investments to Avoid

- Motley Fool Approach to Investing

- Market Valuations

- Paying for Investment Advice

- Two Big Questions


To watch Tom's message to all members, check out fool.com/message.


Host: Mac Greer

Guest: Tom Gardner

Engineers: Dan Boyd, Austin Morgan

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WSJ Your Money Briefing - Tesla Turmoil, WK Kellogg Gains, MP Materials Soars

Why did the latest back-and-forth between President Trump and Elon Musk affect Tesla shares? And what food-industry deal news gave WK Kellogg a bump? Plus, why did a Pentagon investment lift shares of rare-earths miner MP Materials? 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

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