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Motley Fool Money - The AI Infrastructure Opportunity: 3 Fools Weigh In

Asit Sharma, Yasser El-Shimy, and Tim Beyers debate whether the hundreds of billions presently committed to AI infrastructure will pay off for shareholders. Are we in a bubble? Which companies will profit irrespective of what comes next?


Asit Sharma, Yasser El-Shimy, and Tim Beyers:

- Discuss their views of the AI spending race and three stocks poised to profit regardless.

- Make three reckless predictions for the A.I. industry.

- Play another game of Faker or Breaker with three recent IPO stocks.


Motley Fool Supernova is back! To learn more about the successor to the portfolios that brought Fools 9 years of greater than 21% annualized returns, please navigate to supernovaisback.fool.com. And in the meantime, 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!


Tickers: Companies discussed: BABA, AMD, NET, INTC, TOST


Host: Tim Beyers

Guests: Asit Sharma, Yasser El-Shimy

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 Journal. - Ben & Jerry’s Co-Founder Wants to Be Set Free

Last month, Ben & Jerry’s co-founder Jerry Greenfield quit the brand after 47 years, accusing parent company Unilever of not allowing the company to speak out on social issues. Host Jessica Mendoza talks to Ben Cohen, the co-founder who stayed, about why he’s not leaving, what he wants next for the company, and why political messaging is important for his ice cream brand. 


Further Listening: 


- Why Ben & Jerry’s Is Suing its Parent Company Over Israel

- Kraft Heinz’s Big Breakup

Sign up for WSJ’s free What’s News newsletter. 

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The Bulwark Podcast - Bill Kristol and Jane Fonda: The New ‘Fierce Urgency of Now’

ICE is intentionally provoking violence in the nation’s cities and then glorifying it with their crack video team. Meanwhile, the rhetoric coming from Trump true believers about their desire for a ‘benevolent’ authoritarian strongman is truly alarming. But governors and members of the judiciary are behaving like we still have a republic —and that the insurrectionist president can’t just deploy Guard troops in whatever state he wants. Plus, the Dems should consider broadening their aims with the shutdown, and Jane Fonda is reviving her father’s McCarthy-Era free expression group.

Jane Fonda and Bill Kristol join Tim Miller.

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In the Loop with Sasha-Ann Simons - Local Vets On Trump’s Plan To Send National Guard To Chicago

President Trump called National guardsmen from Illinois and Texas to Chicago, and they could arrive any day now. In the Loop checks in with Illinois Veterans for Change chair Jesse Rojo and About Face: Veterans Against the War member Aaron Hughes, an Illinois National Guard veteran, about the President’s decision to send troops to Chicago and other U.S. cities. For a full archive of In the Loop interviews, head over to wbez.org/intheloop.
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1A - ‘If You Can Keep It’: Trump’s New Vision For The Military

President Donald Trump and Defense Secretary Pete Hegseth outlined some stark changes to the U.S. military’s policies and norms at last week’s gathering of its top brass.

From new standards that question the fitness of women in combat roles, to deploying the military to U.S. cities, the White House is outlining a new vision for the armed forces. It’s also looking to eliminate existing channels to report abuse and harassment within the ranks and implement random polygraph tests.

We talk through all these changes, how they affect our troops, and what they mean for civilians.

Find more of our programs online. Listen to 1A sponsor-free by signing up for 1A+ atplus.npr.org/the1a.

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Big Technology Podcast - OpenAI and AMD’s Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we discuss OpenAI and AMD's megadeal, whether the AI investment cycle is a disaster waiting to happen, and how NVIDIA might feel about the arrangement. We also discuss Sam Altman and Jony Ive's struggles in developing their own AI device and how all tech companies seem to be building the same AI enabled ambient computing. Finally, we pour one out for the Vision Pro. Tune in for a deep discussion of tech's biggest news with one of the industry's leading analysts.

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Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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The Commentary Magazine Podcast - Israel on the Cusp

Jonathan Schanzer joins the podcast to discuss the ways in which the maligned Israeli approach to the war in Gaza may have, in fact, made its victory this week possible—and if there is no end at hand, establishes its grim but necessary path forward. Programming note: No podcast on Tuesday, October 7, in observance of Sukkot. Give a listen.


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