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Motley Fool Money - Is The Stock Market In Bubble Territory?

Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASML’s earnings, and a surprising report from Johnson & Johnson.


(00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Is the market in a bubble?

- Google’s $25 billion data center and energy deals

- Earnings takeaways from ASML and J&J

- Bold predictions this earnings season


Companies discussed: Brookfield Asset Management (BAM), Brookfield Renewable Partners (BEP), Johnson & Johnson (JNJ), Alphabet (GOOG, GOOGL), ASML (ASML), Palantir (PLTR), Robinhood (HOOD), Cloudflare (NET)

Host: Travis Hoium

Guests: Lou Whiteman, Rachel Warren

Engineers: Dan Boyd, Natasha Hall

 

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The Journal. - Trump Turns Up The Heat on Putin

After talks with NATO allies, President Donald Trump gave Russia 50 days to broker peace with Ukraine. If they can’t make it happen, he says he’ll impose tariffs on Russian goods to ratchet up economic pressure. The move underscores Trump’s growing anger with Russian President Vladimir Putin. WSJ’s Lara Seligman unpacks the latest and explores the evolving relationship between Trump and Putin. Jessica Mendoza hosts. 


Further Listening:

-Inside the Hunt for Putin’s Sleeper Agents 

-How Ukraine Built a Weapon to Control the Black Sea 

-Ukraine Makes a Deal With Wall Street 


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


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The Bulwark Podcast - Ben Wittes and Michael Feinberg: Breakdown at the FBI

In addition to eviscerating the top leadership at the Bureau, Kash Patel has assigned whole squads of agents to immigration enforcement. Seasoned FBI veterans who used to focus on national security or run RICO investigations are now doing perimeter security during ICE round-ups of kids and grandmas. The administration's purge is draining the Bureau of expertise and apolitical people who did real work defending the rule of law and protecting the country. Plus, do four GOP senators care one iota about the whistleblower allegations against Emil Bove? And will Ukraine finally get badly-needed air defense weapons? 

Ben Wittes and Mike Feinberg—a former top deputy at the Bureau who was targeted by Dan Bongino—join Tim Miller.
show notes


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Federalist Radio Hour - ‘You’re Wrong’ With Mollie Hemingway And David Harsanyi, Ep. 158: Autopen

Join Washington Examiner Senior Writer David Harsanyi and Federalist Editor-In-Chief Mollie Hemingway as they discuss whether the Biden White House will face accountability for its alleged autopen scandal, dive into the Epstein files controversy, and analyze the Turning Point USA foreign policy debate between Dave Smith and Josh Hammer. Mollie and David also share their thoughts on French musical group Kid Francescoli, the third installment of The Godfather trilogy, and several of their current reads.

If you care about combating the corrupt media that continue to inflict devastating damage, please give a gift to help The Federalist do the real journalism America needs.
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1A - What Medicaid Cuts Mean For Americans

One of the biggest cuts included in President Donald Trump's recent tax and spending bill is to Medicaid, the federal program that provides health insurance to low-income Americans and people with disabilities. The Congressional Budget Office estimates it would lose $1 trillion over the next ten years.

Republicans say these changes address fraud and waste in the Medicaid program. But some rural hospitals and states warn it could have devastating effects.

We break down what those changes mean for you.

Want to support 1A? Give to your local public radio station and subscribe to this podcast. Have questions? Connect with us. Listen to 1A sponsor-free by signing up for 1A+ at plus.npr.org/the1a.

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State of the World from NPR - The Impact of Fewer Babies Being Born in Countries Around the Globe

More families around the world are choosing to have fewer children or none all. Many countries, including the U.S., now face a rapidly aging population that could begin to shrink. We look at why this is happening and what it could mean for the future.

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Marketplace All-in-One - Are Trump’s tariffs starting to impact prices?

According to the latest consumer price index, the reported prices of several items, including apparel and household furnishings, increased in June, suggesting some preliminary effects of the Trump administration’s tariff policies. We discuss President Donald Trump’s response calling for the Federal Reserve to lower interest rates, and why it’s so crucial to preserve an independent central bank. Then, we take a look at Missouri, where the state’s legislature and the governor overturned the outcome of a ballot initiative. What does that say about the state of public participation in the democratic process? And, we celebrate some wins from listeners about a rekindled drive to write poetry and what it means to be a good friend.


Here’s everything we talked about today:




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