Motley Fool Money - AI, Superman, and Solar’s Kryptonite

Oh yes, we’re talking all kinds of stocks!


(00:21) Jason Hall and Matt Frankel discuss:

- AI stocks in the data center space (including CoreWeave)

- Winners and losers in energy and solar from the Big Beautiful Bill.

- With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix


(19:11) Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent’s deals with customers like Netflix and Meta Platforms work and what keeps him up at night.


(32:39) Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar.


Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD


Host: Anand Chokkavelu

Guests: Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer

Engineer: Dan Boyd


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Money Girl - How Do I Get Preapproved for a Mortgage?

Laura answers a listener's question about how much to spend on a home and the benefits of getting a mortgage preapproval.

Transcript: https://money-girl.simplecast.com/episodes/how-do-i-get-preapproved-for-a-mortgage/transcript

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The Best One Yet - 🧁 “Frosted Freaks” — Kellogg’s Nutella deal. Netflix’s Anime AI. The Pentagon’s rare earth stock.

Kellogg’s cereal brands were just acquired by Italy’s Ferrero (Nutella)… but it’s really about the mascots.

Netflix’s most popular content is actually Anime… and Japan’s Anime shows an AI growth hack. 

The Pentagon just bought a rare earth metal stock… So is that strategy or socialism?

Plus, the Fyre Fest brand is being auctioned off on eBay… for $205K. 


$KLG $K $NFLX $MP


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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 - Taiwan Semi’s $100 billion plan and housing is hot!

Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go shopping.


Tyler Crowe and Matt Frankel discuss:

- Taiwan Semiconductor’s most recent earnings report

- The torrid pace of AI spending

- Lower mortgage rates are taking the cork off existing home sales and refinancing

- Insulation contractor TopBuild now does roofs.

- Ferrero International acquires WK Kellogg

- Two stocks we’re watching this earnings season


Tickers Mentioned: TSM, NVDA, RKT, HD, BLD, QXO, KLG, KO, PEP, HSY, MDLZ, K, NSRGY, PLD


Host: Tyler Crowe

Guest: Matt Frankel

Engineer: Dan Boyd

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The Best One Yet - 😇 “Inbox Zero Nirvana” — Gmail’s mass unsubscription. Matcha’s shortage drama. X’s Yaccarino exit. And Birkin Bag #1.

Gmail launched a Weapon of Mass Unsubscription… to fix your inbox stress. 

The matcha industry is suffering an unprecedented shortage… blame Japan’s senior citizens.

X’s CEO Linda Yaccarino is officially out… so what’s really up at the Everything App?

Plus, the 1st ever Hermes Birkin Bag is going to auction today… Expected price? $500K.


$GOOG $META $HESAY


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


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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 - Starbucks’ China Challenge and Decoding Meta’s AI Push

Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI.


Jason Moser and Lou Whiteman discuss:

- Starbucks' move to sell part of its China business.

- Hershey hires a new CEO.

- Meta moves for more talent and invests in eyewear.

- What should be on investors' radar this coming earnings season.


Tickers mentioned: SBUX, HSY, WEN, META, TWLO, NET, CRWD, PANW


Host: Jason Moser

Guest: Lou Whiteman

Engineer: Dan Boyd

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Money Girl - 8 Ways to Spend Money for a Happier Life

Laura provides tips for using money as a tool for getting more joy from life.

Transcript: https://money-girl.simplecast.com/episodes/8-ways-to-spend-money-for-a-happier-life/transcript

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The Best One Yet - 🛍️ “Fake-flation & Dumb Deals” — Prime Day’s shopping tricks. Dishoom’s dice restaurant. H-E-B’s Texas rescue team.

London’s most popular restaurant, Dishoom, has a wild growth hack… Roll the dice, get a free meal.

Amazon Prime Day is now Prime Week… but it’s really a fake deal mind game.

One biz is saving flood victims in Texas: H-E-B… the $47B grocery chain bigger than Uber.

Plus, Ozzy Osborne is selling his DNA in Liquid Death water cans… and it’s a new celeb trend.


$AMZN $WMT $SPY


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


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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: 

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Motley Fool Money - Is Amazon the Best Prime Day Deal?

Looking at the company and stock behind the summer shopping event.


(00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss:

- The Aug.1 tariffs

- This year’s four-day Prime Day (and whether Amazon stock is a deal)

- Elon Musk’s political party and Tesla

- Bold predictions


Companies discussed: AMZN, TSLA


Host: Anand Chokkavelu

Guests: Jason Hall, Matt Frankel

Engineer: Dan Boyd

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The Best One Yet - 🎷 “Justin TimberFAKE” — Spotify’s AI boy-band. Michelob’s Gatorade beer. Soham Parekh’s 19 tech jobs.

The trendiest song over the weekend was by a fake band… Spotify’s 1st AI band has gone viral.

The only major beer growing in America? Michelob Ultra… thanks to plagiarizing Gatorade.

One tech guy is collecting 4 different full-time tech salaries… all at once.

The untold origin story of… the Frisbee.


$SPOT $BUD $META


Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… “Frisbee 🥏A Pie in the Sky Idea (Literally)”


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 

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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.