Episodes

  • Now he wants to run OpenAI.
    (00:21) Jason Moser and Mary Long discuss:
    - Elon Musk’s bid for OpenAI
    - What BYD’s rollout of self-driving technology means for Tesla
    - Revitalized interest in Upstart’s AI lending platform
    - Developments in the buy now, pay later space
    Then, (17:39), Anand Chokkavelu hosts Fool contributors Jason Hall and Rick Munarriz for a Scoreboard episode breaking down Trex, the composite decking company.

    To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup.

    Companies mentioned: MSFT, TSLA, BYD, UPST, JPM, AFRM, FIS, TREX

    Host: Mary Long
    Guests: Jason Moser, Anand Chokkavelu, Jason Hall, Rick Munarriz
    Producer: Ricky Mulvey
    Engineers: Dan Boyd, Michael Schweitzer
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  • We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss:

    - Shopify as a 100-year company.
    - What a change in de minimis rules would mean for merchants.
    - Shopify’s growth levers.

    Company discussed: SHOP

    Got a question for the show? Email us at [email protected]

    Note: Ricky Mulvey has a position in SHOP

    Host: Ricky Mulvey
    Guests: Asit Sharma, Harley Finkelstein
    Producer: Mary Long
    Engineer: Rick Engdahl
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  • The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime.

    (00:14) David Meier and Dylan Lewis discuss:

    - HIMS taking a big swing at the weight-loss industry, trying to seize a tight window for acquiring customers that want GLP-1 drugs and shift public opinion on them.
    - Dunkin’ and Starbucks taking very different approaches for morning coffee drinkers.
    - McDonald’s lackluster Super Bowl ad and earnings results.

    WSJ article on HIMS: https://www.wsj.com/health/pharma/hims-super-bowl-ad-spotlights-weight-loss-drug-copycats-as-clock-ticks-on-their-business-3a225c5c

    (21:35) Robert Brokamp and Alison Southwick continue their conversation on 401ks and how you can get yours in better shape.

    Companies discussed: HIMS, LLY, NVO, SBUX, SKX, MCD

    Host: Dylan Lewis
    Guests: David Meier, Robert Brokamp, Alison Southwick
    Producer: Ricky Mulvey
    Engineers: Rick Engdahl
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  • The principles of investing are fairly simple to understand. Application requires some intensity.

    William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life. Green also hosts a podcast with the same title. Robert Brokamp caught up with him for a conversation about:

    - What successful investing comes down to.
    - The personality traits of market beaters.
    - Investing lessons from Charlie Munger, Howard Marks, and John Templeton.

    Companies mentioned: BRK.A, BRK.B, MKL

    Host: Robert Brokamp
    Guest: William Green
    Producer: Ricky Mulvey
    Engineer: Rick Engdahl
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  • DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend.

    (00:43) Ron Gross and Jason Moser discuss:
    - What the Jobs report and the tariff headfake mean for the big macro.
    - Earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025.
    - PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world.

    (19:03) This year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular season’s been any indication – plenty of ads for sports betting Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling.

    (33:46) Ron and Jason break down two stocks on their radar: Academy Sports And Outdoors and Uber.

    Stocks discussed: AMZN, GOOG, GOOGL, PYPL, SPOT, CMG, DK, MGM, AOS, UBER

    Host: Dylan Lewis
    Guests: Ron Gross, Jason Moser, Ricky Mulvey, Nick Sciple
    Engineers: Rick Engdahl
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  • Two things can be true.

    (00:14) Bill Barker and Ricky Mulvey discuss:
    - Legislation to ban DeepSeek on US government devices.
    - Hershey’s quarter, and what it reveals about American eating habits.
    - Eli Lilly’s blockbuster weight-loss drugs, and questions about its valuation.

    Then, (18:26) Ricky continues his conversation with writer Jordan Harper about the challenges of making TV and movies in the streaming era.

    Companies discussed: NVDA, HSY, LLY

    Host: Ricky Mulvey
    Guests: Bill Barker, Jordan Harper
    Producer: Mary Long
    Engineer: Rick Engdahl
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  • Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works?

    (00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss:
    - Why cloud computing isn’t going anywhere.
    - YouTube’s secret sauce.
    - What Palantir really does.

    Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news.

    Companies mentioned: GOOG, NFLX, PLTR

    Host: Mary Long
    Guests: David Meier, Ricky Mulvey, Jordan Harper
    Engineer: Rick Engdahl
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  • Think you know how the trade wars will shake out? Don’t bet on it.

    (00:14) Jim Gillies and Ricky Mulvey discuss:
    - The reaction to potential tariffs in Canada.
    - Separating your political ideas from your investments.
    - PayPal’s $15 billion buyback authorization.

    Then, (16:38) Alison Southwick and Robert Brokamp offer some ways to get your 401(k) in better shape.

    Companies mentioned: PYPL

    Host: Ricky Mulvey
    Guests: Jim Gillies, Alison Southwick, Robert Brokamp
    Producer: Mary Long
    Engineer: Rick Engdahl
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  • 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

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  • 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
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  • 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

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  • 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
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  • 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

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  • The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around?

    (00:14) Jason Moser and Mary Long discuss:
    - Why not all airlines are facing the same headwinds
    - GM’s quarterly net loss
    - The just-announced partnership between X and Visa.

    Then, (14:54), Robert “Bro” Brokamp and Amy Bach talk about how homeowners can better understand their insurance policies and how to prepare for a potential loss.

    Tickers mentioned: JBLU, UAL, DAL, GM, V

    Host: Mary Long
    Guests: Jason Moser, Robert “Bro” Brokamp, Amy Bach
    Engineers: Rick Engdahl, Austin Morgan
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  • The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less.

    (00:14) Tim Beyers and Dylan Lewis discuss:
    - The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resource-intensive approach will affect artificial intelligence technology.
    - Why software prowess and efficiency will be the major themes for AI in 2025.
    - What to focus on when the affected big tech companies – Apple, Microsoft, Meta, ASML – report earnings this week.

    (19:15) Senior Fool Analyst David Meier, interviews John Zahurancik Fluence Energy’s President of the Americas, about the utilities side of the renewables market.

    Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC

    Host: Dylan Lewis
    Guests: Tim Beyers, David Meier, John Zahurancik
    Engineers: Rick Engdahl

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  • There’s more to the legendary chipmaker than its tech stack.

    Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia Way.” Best-selling author Morgan Housel interviews Kim for a conversation about:
    - The early days at Nvidia and its long path to “overnight” success.
    - What drives Nvidia’s employees.
    - How Jensen Huang takes long-term thinking to the extreme.

    Premium Motley Fool members can catch Morgan and Tae’s full conversation here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-the-nvidia-way

    To become a premium Motley Fool member, go to www.fool.com/signup

    Host: Morgan Housel
    Guest: Tae Kim
    Producer: Mac Greer, Mary Long
    Engineer: Tim Sparks, Rick Engdahl
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  • At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence.

    (00:44) Jason Moser and Asit Sharma discuss:
    - The S&P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it.
    - Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech.
    - Fantastic earnings reports from Netflix, GE Aerospace, and Twilio.

    (19:03) Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders.

    AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep

    (32:30) Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin.

    Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN

    Host: Dylan Lewis
    Guests: Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip
    Engineers: Rick Engdahl

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  • ...as if it didn’t have enough already!

    (00:14) Asit Sharma and Mary Long discuss:
    - The new venture to build out American AI infrastructure.
    - How 20 data centers get a $500 billion price tag.
    - GE Aerospace’s razor-and-blades business model.

    Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny.

    Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG

    To become a premium Motley Fool member, go to www.fool.com/signup

    Host: Mary Long
    Guests: Asit Sharma, Seth Jayson
    Engineer: Rick Engdahl
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  • Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years?

    (00:14) Jim Gillies and Dylan Lewis discuss:

    - Netflix’s record subscriber additions, new all-time highs, and how price increases feed into its advertising plans.
    - The market’s Shiller PE ratio as the Trump Administration takes over, and how high valuations affect expectations around returns.
    - What updates from Interactive Brokers and Schwab say about where investor minds are at.

    (17:17) What would it take to live a hundred healthy years?

    Fool analyst Sanmeet Deo talks with Jonathan Swerdlin, co-founder of Function Health, about the overlapping future of artificial intelligence and human health.

    Companies discussed: NFLX, TKO, GOOG, GOOGL, AMZN

    Premium Motley Fool members can catch the full AI Summit replay here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay

    You can become a premium Motley Fool member at: www.fool.com/sigup

    Host: Dylan Lewis
    Guests: Jim Gillies, Sanmeet Deo, Jonathan Swerdlin
    Producer: Mary Long
    Engineers: Rick Engdahl

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  • Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so much is in flux and anything can go to the moon, how do you figure out what actually matters?

    (00:14) Anthony Schiavone and Mary Long discuss:
    - Separating signal from noise in an attention economy.
    - Finding value in a fast-changing world.
    - Earnings from a company that straddles the digital and the physical.

    Then, (16:02), Robert Brokamp and Alison Southwick talk about how to build a comfortable income cushion for your retirement.

    Check out the Nick Maggiulli article mentioned here: https://ofdollarsanddata.com/the-new-currency-is-attention/

    Companies mentioned: PLD, $TRUMP, $MELANIA

    Host: Mary Long
    Guests: Anthony Schiavone, Robert “Bro” Brokamp, Alison Southwick
    Producer: Dylan Lewis
    Engineer: Rick Engdahl
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