Motley Fool Money - Semis and Housing and Retail, oh My!

This week is one of the biggest weeks in earnings as NVIDIA, Home Depot, Lowes, Walmart, and Target all reported earnings. All three provide both a look into the financials of great business and a deeper look into three of the biggest markets: AI, housing, and consumer spending.


Tyler Crowe, Matt Frankel, and Jon Quast discuss:

- Another quarter of monster numbers from NVIDIA

- Home Depot and Lowe's thoughts on the housing and home improvement market.

- Walmart’s quarterly numbers make Target’s management look silly.


Companies discussed: NVDA, META, AMZN, GOOG, MSFT, PLTR, HD, LOW, TGT, WMT, BBWI


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 - 💃 “Destiny’s Chip” — Nvidia’s Beyonce earnings. Budweiser’s BeatBox acquisition. America’s smaller Zestimate. +Pickle Ball Ban

Nvidia is carrying the stock market on its back… And just went full-Beyonce with its earnings.

We predicted BeatBox would be the drink of the summer… Now AB In-Bev is buying it for $700M.

53% of US homes are worth less than last year… And we’re in a Margaritaville Housing Market.

Plus pickleball is about to get its 1st permanent ban… but sometimes bans are good for brands.


$BUD $NVDA $Z


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Motley Fool Money - Google Steals the Show in AI

Gemini 3 is out and it may change the landscape in artificial intelligence. Benchmarks have it performing better than GPT-5 and Google is leaning into its competitive advantages in AI tech. Plus, we talk about the drop in Bitcoin and how Target lost its mojo.


Travis Hoium, Rachel Warren, and Jon Quast discuss:

- Gemini 3 is out

- Anthropic’s capital raise

- Bitcoin is down, but is it out?

- Why Target is falling behind in retail


Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Target (TGT), Bitcoin (BTC), Coinbase (COIN), Circle (CRCL).


Host: Travis Hoium

Guests: Rachel Warren, 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 - 🤑 “$2 to Hire Me” — Venmo’s resumés. Raising Cane’s secret sauce. Google’s MJ moment. +Bitcoin Home Heaters.

Venmoing your future boss to get a job… that’s the wild new Hiring Hack.

Google is the only stock up this week… Because Gemini is having its Michael Jordan Moment.

Raising Cane’s secret sauce (literally) is kept in a vault… And it’s protected like a CIA secret.

Plus, heat your home with Bitcoin?... Bitcoin Mining Machines are the new fireplace.


$PYPL $GOOG $BTC


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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 - Bull vs Bear: Chinese Stock Showdown

Chinese stocks are back in the headlines, and we’re putting them on trial. Motley Fool Money flips the script as Jason Hall steps into the host chair to referee a fast-paced bull/bear debate between longtime China investor Emily Flippen and resident skeptic Toby Bordelon.


On today’s show, Emily, Jason, and Toby:

- Go head-to-head on PDD Holdings

- Debate whether Baidu can self-drive its future

- Do a speed round between Weibo and iQiYi - deep value or value traps?


Companies discussed: BIDU, PDD, WB, IQ


Host: Emily Flippen, Jason Hall, Toby Bordelon

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 - 🥶 “Extreme Fear”— Bitcoin’s $92k Blizzard. Jeff Bezos un-retires. Meadow Lane’s Grocery Club. +Smell-vertising.

Bezos is Co-CEO of the mysterious “Project Prometheus”… his new AI startup treats space like a garage.

Meadow Lane just opened the “Erewhon of the East”… $17 smoothies get lines out the door.

Bitcoin has fallen 27%, it’s now neg for 2025… because of the Fear & Greed Index.

Plus, the newest marketing strategy is “Smell-vertising”... Give billboards a scent.


$AMZN $BTC $ETH


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.



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 - Three Non-AI Stocks to Buy: MRK, UPS, CVX

There are plenty of potential winners outside the world of AI. Anthony Schiavone and Karl Thiel join Tim Beyers in discussing three big names that may be worth betting on.


Anthony Schiavone, Karl Thiel, and Tim Beyers:

- Cover MRK’s $9.2 billion acquisition of CDTX.

- Cover the earnings news from UPS and CVX.

- Make a buy, sell, or hold call on each stock.

- Play a game of Back It or Bin It featuring three dividend-payers.


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: MRK, CDTX, UPS, CVX, WAB, HAS, CF


Host: Tim Beyers

Guests: Anthony Schiavone, Karl Thiel

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 - 😬 “Millennial Cringe” — Sweetgreen’s low. Walmart’s villain-to-hero. Mini-Soap Drama surge. +Techie facelifts

Walmart’s CEO retired… his boldest move? Raising pay 90% across the biz like Spiderman would.

Sweetgreen, Warby Parker, Allbirds… it’s the Millennial Cringe Stock Market.

Microdramas have taken over Chinese media… and now they’re topping America’s app stores.

Does your buddy in tech look younger? That’s because of nip/tuck.


$SG $WMT $NFLX


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

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GET ON THE POD: 

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SOCIALS:

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

Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/

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.



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 - Interview with Sezzle CEO Charlie Youakim

Sezzle is a fintech company known for its buy now, pay later services. At our annual Motley Fool member event, Motley Fool co-founder and CEO Tom Gardner talked with Sezzle co-founder and CEO Charlie Youakim about entrepreneurship, competition, and the business of buy now, pay later. 


Host: Tom Gardner 

Producer: Bart Shannon, Mac Greer 


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 

Learn more about your ad choices. Visit megaphone.fm/adchoices