Category: 3-PersonalFinanceDaily

The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech.

(00:14) Asit Sharma and Dylan Lewis discuss:

- The Trump Administrations plans for tariffs on imports from Canada, Mexico, and China, and the “de minimus” exemption on imports below $800.

- How businesses like cross-border railroad Canada Pacific Kansas City are responding to tariffs potentials affecting the flow and volume of goods.

- OpenAI and Softbank’s latest set of announcements – a $3B enterprise contract and joint venture to bring artificial intelligence offerings to Japanese businesses.

(17:43) In the week before Trump’s inauguration, the FDA announced that Zyn, the viral nicotine pouch, would be allowed to stay on the market. Mary Long talks with Fool analyst Nick Sciple about what these regulatory changes mean for Big Tobacco’s “smoke-free” future.

Companies discussed: CP, SFTBY, PDD PM, MO

Host: Dylan Lewis

Guests: Asit Sharma, Mary Long, Nick Sciple

Producer: Mary Long

Engineers: Rick Engdahl

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

Trump’s 2nd trade war begins tonight with tariff’s for Canada, China, & Mexico… but Trump tariffs differ in 1 huge way.

Yahoo just turned 30… but @yahoo.com emails are having a midlife revival.

Hans Zimmer is worth $200M with movie music composing… we found his creativity hack.

Plus, the next fashion trend? Yak hair… because yak is the new cashmere.

$DIS $HD $YHOO

Want more business storytelling from us? Check out our new deep-dive show…

“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Super Mario Brothers.

New episode every week. 45-minutes. Listen here: Wondery.fm/TheBestIdeaYetLinks   

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Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.

GET ON THE POD: 

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

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Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But what does that vision look like?

Lionel Barber is the former Editor-in-Chief of The Financial Times and author of the book “Gambling Man: The Secret Story of the World’s Greatest Disruptor, Masayoshi Son.” Ricky Mulvey caught up with Barber to discuss:

- Masa Son’s instincts as a salesperson and investor.

- Why the founder is still driven by his roots.

- Questions for anyone who’s tempted to put their life savings into SoftBank.

Tickers mentioned: SFTBY, NVDA

Host: Ricky Mulvey

Guest: Lionel Barber

Producer: Mary Long

Engineer: Rick Engdahl

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

The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.

(00:44) Jason Moser and Asit Sharma discuss:

- The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans.

- Apple’s continued struggles to find growth with the iPhone and its China business.

(19:03) The earnings rundown continues!

- Tesla finishes a flat year, but has big futurey plans for 2025 and 2026.

- Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks.”

- Visa and Mastercard show the consumer is still doing quite alright.

(34:47) Jason and Asit break down two stocks on their radar: UPS and ServiceNow.

Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW

Host: Dylan Lewis

Guests: Jason Moser, Asit Sharma

Engineers: Rick Engdahl

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

Laura answers a listener's question about whether you can use multiple retirement accounts in the same year.

Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.

Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308.

Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.

Money Girl is a part of Quick and Dirty Tips.

Links:

https://www.quickanddirtytips.com/

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https://twitter.com/LauraAdams

https://lauradadams.com/

Laura answers a listener's question about whether you can use multiple retirement accounts in the same year.

Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.

Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at 302-365-0308.

Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.

Money Girl is a part of Quick and Dirty Tips.

Links:

https://www.quickanddirtytips.com/

https://www.quickanddirtytips.com/money-girl-newsletter

https://www.facebook.com/MoneyGirlQDT

https://twitter.com/LauraAdams

https://lauradadams.com/

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Description: 

“White Lotus Season 3” is about to debut… and it’ll boost Thailand’s economy by 20%.

The biggest IPO of 2025 is a bacon biz… so we devoured the first pureplay pork stock.

We now know how DeepSeek caught up to ChatGPT… the ol’ “copy/paste.”

Plus, the Utah Hockey Club is choosing a new name… but the fans at the rink decide tonight.

$WBD $SFD $MSFT

Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Red Bull ⚡Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.

“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Super Mario Brothers to Sriracha. New 45-minute episodes drop weekly.

—-----------------------------------------------------

Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.

GET ON THE POD: 

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

FOR MORE NICK & JACK: 

Newsletter: https://tboypod.com/newsletter 

Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ 

Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ 

SOCIALS:

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

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

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

Anything else: https://tboypod.com/ 

Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?

(00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss:

- Whether the DeepSeek story changes how investors should view off-the-walls AI spending.

- The future of Reality Labs.

- Microsoft’s $13B-and-growing AI business.

- Why “fungible fleet” is a potentially ominous phrase for Sam Altman

Companies discussed: META, MSFT, NVDA

Host: Mary Long

Guest: Asit Sharma

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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

Does the perfect 850 credit score exist?... It does, one man just got it, and we’ll tell ya how.

Tesla has become a $45K MAGA hat… so we’ll explain the biggest pivot in branding.

Chili’s restaurant stock surged 300% in the last year… thanks to its Great White Shark strategy.

Plus, it’s the Lunar New Year… so we found wild data on stocks during the Year of the Snake (spoiler: It’s bad).

$TSLA $EAT $AMEX

LA Tech Community Cares Fund: https://www.pledge.to/the-la-tech-community-cares-fund?tpcc=NL_Marketing

Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Red Bull ⚡Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.

“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Super Mario Brothers to Sriracha. New 45-minute episodes drop weekly.

—-----------------------------------------------------

Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.

GET ON THE POD: 

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

FOR MORE NICK & JACK: 

Newsletter: https://tboypod.com/newsletter 

Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ 

Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ 

SOCIALS:

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

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

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

Anything else: https://tboypod.com/ 

Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic.

(00:14) Anthony Schiavone and Dylan Lewis discuss:

- The market’s very upbeat reaction to Starbucks’ fairly lackluster results.

- Brian Niccol’s “Back to Starbucks” plan and the progress so far.

- Brad Jacob’s plans to run his proven acquisition playbook at QXO, and why Beacon isn’t eager to be bought up.

(13:16) Is there a way to make clothing rentals work? If there is, Rent the Runway hasn’t quite figured it out. But a quiet competitor might have. Fool analyst Nick Sciple joins Mary Long to talk about a mall retailer with a subscription side hustle.

Companies discussed: SBUX, QXO, BECN, RENT, URBN, ANF

Host: Dylan Lewis

Guests: Anthony Schiavone, Nick Sciple, Mary Long

Engineers: Rick Engdahl

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