Plus: Intuit halts management stock sales and accelerates buybacks. And Micron will build a second manufacturing site in Taiwan for AI memory products. Julie Chang hosts.
Learn more about your ad choices. Visit megaphone.fm/adchoices

my private podcast channel
Plus: Intuit halts management stock sales and accelerates buybacks. And Micron will build a second manufacturing site in Taiwan for AI memory products. Julie Chang hosts.
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Motley Fool’s Hidden Gem team talks about the latest AI infrastructure deal between Meta Platforms and neocloud company Nebius. They then pivot to talk about what’s happening with consumer spending by taking a look at Dollar Tree’s results for 2025. And finally, they pull back the curtain to reveal one of the factors they consider when looking for a stock to invest in for the long term.
Jon Quast, Matt Frankel, and Rachel Warren discuss:
-The new deal between Nebius and Meta Platforms
-How the neocloud business works
-Dollar Tree’s Q4 report and takeaways
-Picking Hidden Gems stocks: Leadership
Companies discussed: Nebius (NBIS), Meta Platforms (META), Dollar General (DG), Dollar Tree (DLTR), Nvidia (NVDA), Shopify (SHOP)
Host: Jon Quast
Guests: Matt Frankel, Rachel Warren
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
Just one week into the blockbuster antitrust trial between the Justice Department and Live Nation, the two parties reached a tentative agreement. WSJ’s Dave Michaels explores a deal that would allow the dominant concert promoter to keep ownership of Ticketmaster, a potential monopoly the DOJ had been concerned about for years. But for a coalition of state attorneys general who were also part of the original lawsuit, the deal wasn't good enough. Jessica Mendoza speaks to North Carolina Attorney General Jeff Jackson about why he didn’t sign onto the agreement and what he’s looking for as the case continues.
Further Listening:
- The Trustbuster Taking on Ticketmaster
- The Taylor Swift Ticketmaster Debacle
Sign up for WSJ’s free What’s News newsletter.
Learn more about your ad choices. Visit megaphone.fm/adchoices
As the Iran war enters its third week, the Trump administration looks like it doesn’t know what it’s doing: It did not bother to consult U.S. allies before the military operation began but it now wants their help to reopen the Strait of Hormuz; POTUS keeps talking about his great victory even with Marine Expeditionary Forces en route; and the disruption in the oil markets is likely to last for months. In the face of the neutered Republican leaders in Congress, the Dems must be a hard “No” on additional funding—unless it’s about helping our people to exit safely. Plus, FCC Chair Brendan Carr is threatening broadcasters for reporting the truth about the war, JD is hiding in the hedge, our enemies are less afraid of us, the "Donroe Doctrine" looks like a joke, and a major intra-right fight has broken out online.
Bill Kristol joins Tim Miller.
show notes
Modern academic historians have been captured by the cultural Marxists, no matter how much they deny the obvious truth.
Original article: https://mises.org/mises-wire/cultural-marxism-masquerading-true-history
As war drums beat again, this time against Iran, we ask ourselves if recklessness from Donald Trump and European and Israeli leaders is pushing us to catastrophe.
Original article: https://mises.org/mises-wire/another-stone-age-making
Scholar of science and technology studies and Associate Professor of Information Sciences and Media Studies at the University of Illinois Urbana-Champaign, Dr. Anita Say Chan, is back to break down the fight between the Pentagon and Claude A.I., & explain big tech's increasingly obvious and ominous gestures to a techno feudalist future where intelligence is paywalled, human bodies exist to be rented by AI agents, and big tech runs the American military machine.
Subscribe to Bad Faith on YouTube for video of this episode. Find Bad Faith on Twitter (@badfaithpod) and Instagram (@badfaithpod).
Produced by Armand Aviram.
Theme by Nick Thorburn (@nickfromislands).