Motley Fool Hidden Gems Investing

Custom silicon company Marvell wants to acquire Lumentum at $115 billion, dwarfing many previous deals in the publicly-traded tech space. Jon, Matt, and Rachel talk about why Marvell is so eager to bring this optic technology in-house and what it could mean for the competitive landscape. The team also tackles the terms of the deal before ending the episode with a question from the mailbag from a listener sitting on a greater-than 50% loss in a concentrated portfolio.Jon Quast, Matt Frankel, and Rachel Warren discuss:-Marvell’s huge swing to acquire Lumentum-How Lumentum helps it better compete with powerhouse Broadcom-The terms of the deal and what it means for investors-What the deal could mean for Marvell stock-Mailbag: What to do when you’re young and sitting on big investment lossesCompanies discussed: Marvell (MRVL), Lumentum (LITE), Broadcom (AVGO)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Dan BoydDisclosure: Advertisements are sponsored content and provided for informational purposes…

A record number of CEOs have departed for two years running — and it's not because they lacked intelligence or experience. It's because the map they were using became outdated overnight. Motley Fool analyst Rachel Warren talks with Cornelia Choe — international leadership expert, former Morgan Stanley private equity investor, and co-author of The Panoramic Leader — about the hidden warning signs that a management team is operating on autopilot, the three questions she uses to immediately assess whether leadership is truly on top of what's happening, and why in a world where AI has commoditized knowledge, the executives who can see around corners will be the ones worth betting on. Host: Rachel Warren Guest: Cornelia Choe Producers: Bart Shannon, Lauren Budabin 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…

The witching hour approaches! For the fifth consecutive year, Motley Fool financial planning expert Robert Brokamp joined Motley Fool co-founder David Gardner on his Rule Breaker Investing podcast to tell tales of financial terror. For this Halloween episode of the Hidden Gems Investing podcast, we’re airing this year’s tales of seven financial frights. A haunted house full of lessons. From retirement accounts with skeletons in their closets to terrifying tax traps and dangers hiding in plain sight, David and Bro venture into the dollar-denominated dungeon—and share a few tricks for escaping with your wealth, and your wits, intact. Enter this Hidden Gems/Rule Breaker crossover episode -- if you dare! Host: David GardnerGuest: Robert Brokamp, CFP®, EAEngineer: Bart Shannon 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…

Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments, and what these developments mean for investors. Plus, five hypothetical blockbuster acquisitions and two AI infrastructure stocks worth watching. Travis Hoium, Jason Hall, and Asit Sharma discuss: - Alphabet’s AI Selloff - Big Tech Cash Flow - Anthropic’s IPO Filing - AI Infrastructure Risks - Blockbuster Acquisition Ideas - Stocks on Our Radar Companies discussed: Alphabet (GOOGL), Microsoft (MSFT), Oracle (ORCL), CoreWeave (CRWV), Apple (AAPL), Meta Platforms (META), Amazon (AMZN), Broadcom (AVGO), Disney (DIS), Tencent (TCEHY), Netflix (NFLX), McDonald's (MCD), Chipotle Mexican Grill (CMG), Coca-Cola (KO), Nvidia (NVDA), Taiwan Semiconductor Manufacturing (TSM), Samsung Electronics (005930.KS), Adobe (ADBE), Figma (FIG), Berkshire Hathaway (BRK.B), Costco (COST), Ciena (CIEN), Marvell Technology…

Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about the two big reports, as well as some lesser-known companies downstream that are benefitting from massive AI infrastructure spend. Finally, the team closes discussing things from the world of mergers and acquisitions. Have a question? Email us; podcasts@fool.com Tyler Crowe, Jon Quast, and Matt Frankel discuss: -Alphabet’s spending continues to go up -Microsoft is rewarded for having more moderate capex -Why investors are worried about GE Vernova’s massive backlog -Why KLA Corp has an amazing tailwind -What could potentially be the start of a troubling trend for Sterling Infrastructure -Rumors of Marvell Technology acquiring Lumentum and other M&A deals Companies discussed: Alphabet (GOOG)(GOOGL), Microsoft (MSFT), GE Vernova (GEV),…

Robinhood's growth is slowing, but new products and subscription revenue could offer a path forward. Oracle is diversifying beyond Nvidia as competition in AI chips heats up. Meanwhile, Microsoft's latest voluntary buyout offers raise questions about how Big Tech will fund its massive AI investments and whether artificial intelligence is actually making companies more efficient. Travis Hoium, Lou Whiteman, and Matt Frankel discuss: - Robinhood's Slowing Growth - Gold Momentum - Oracle's AI Chip Strategy - Nvidia's Growing Competition - Microsoft's Voluntary Buyouts - Growth or Cost Cuts? Companies discussed: Robinhood (HOOD), SoFi Technologies (SOFI), Charles Schwab (SCHW), Interactive Brokers (IBKR), DraftKings (DKNG), Oracle (ORCL), Nvidia (NVDA), Alphabet (GOOGL), Taiwan Semiconductor Manufacturing (TSM), Broadcom (AVGO), Microsoft (MSFT), Block (XYZ) Host: Travis Hoium Guests: Lou Whiteman, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational…

When a bank’s earnings cause the stock to pop more than 15%, then something definitely went right. At least that is what appears to have happened at SoFi this most recent quarter thanks to an earnings beat and raised guidance. Matt, Lou, and Tyler look at the highlights of the earnings reports and poke some holes into the thesis. Plus, Paypal’s earnings show a company in search of different shareholders, who’s to blame for Boeing’s persistent earnings misses, and why Instacart may be in a rush to close a deal. Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Matt Frankel discuss: - SoFi’s earnings and why the market can’t make up its mind about the stock. - PayPal is a cash generator that no one seems to want -Boeing runs to production problems (again) -Are airlines going to have less appetite for new planes soon? -Instacart is shopping itself to potential buyers Companies discussed: SOFI, PYPL, BA, EADSY, RTX, GE, JBLU, DAL, CART, DASH, UBER Host: Tyler Crowe Guests: Matt Frankel,…

Anthropic's highly anticipated IPO filing reveals explosive growth, surprisingly strong financials, and nearly $500 billion in future AI computing commitments. Meanwhile, Meta looks to raise $95 billion as AI infrastructure companies face mounting financing pressures. Plus, Verizon delivers strong earnings, but investors remain worried about competition from SpaceX's Starlink. Travis Hoium, Lou Whiteman, and Matt Frankel discuss: - Anthropic's IPO Filing - AI Computing Commitments - Meta's $95 Billion Fundraise - Neocloud Financing Challenges - Verizon's Strong Earnings - Starlink's Wireless Threat Companies discussed: Alphabet (GOOGL), Amazon (AMZN), Microsoft (MSFT), Meta Platforms (META), CoreWeave (CRWV), Nebius Group (NBIS), MercadoLibre (MELI), Verizon Communications (VZ), AT&T (T), T-Mobile US (TMUS) Host: Travis Hoium Guests: Lou Whiteman, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates…

The wealthiest people in America aren't who you think they are. Together, they have more net worth than the Forbes 400 by a factor of ten — and almost no one has heard of them. Motley Fool analyst Rachel Warren talks with Eric Zwick, professor of economics at the University of Chicago Booth School of Business and co-author of The Everywhere Millionaire, about the decade of research that rewrote what he thought he knew about wealth, inequality, and the American economy. They get into who actually makes up the top one percent, what these Main Street millionaires can teach public market investors about capital allocation and competition, and the economic indicators worth watching right now if you want to track the health of the businesses that actually power most of the country. Host: Rachel Warren Guest: Eric Zwick Producers: Bart Shannon, Lauren Budabin Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not…

There’s an old saying about investing: It’s not what you make, it’s what you keep. Because you aren’t the only owner of your portfolio; you have a co-owner named Uncle Sam, and he eventually will want his share in the form of taxes. However, you can limit how much of your returns you lose to taxes by investing in a Roth retirement account, which offers tax-free growth and withdrawals. But there’s a trade-off: In a year when you contribute or convert to a Roth, you usually pay more in income taxes.Host Robert Brokamp discusses when a Roth makes sense with Wade Pfau, the founder of RetirementResearcher.com, the director of retirement research at McLean Asset Management, the co-host of the Retire With Style podcast, and the author of more than 60 research articles and four books, including “The Retirement Planning Guidebook.” Topics covered:-Who should contribute or convert to a Roth account-Why thinking just in terms of tax brackets doesn’t paint the whole tax picture-The sometimes faulty assumptions made by…

Is the AI boom running out of steam, or is the market simply taking a breather? Travis Hoium, Lou Whiteman, and Jason Hall discuss growing concerns over AI spending, SpaceX's ambitious expansion plans, and signs of weakness in the American consumer. The team also makes bold predictions about the future of AI, Apple, Rocket Lab, and Netflix before highlighting two stocks on their radar. Travis Hoium, Lou Whiteman, and Jason Hall discuss: - AI Bubble Fears - SpaceX's Spending Ambitions - Consumer Spending Weakness - Over/Under - Netflix's Growth Challenges - Stocks on our Radar Companies discussed: Meta Platforms (META), SpaceX (SPCX), Alphabet (GOOGL), Microsoft (MSFT), Amazon (AMZN), Tesla (TSLA), General Motors (GM), Deckers Outdoor (DECK), Nike (NKE), TJX Companies (TJX), Meritage Homes (MTH), Rocket Lab (RKLB), Apple (AAPL), Netflix (NFLX), Intuitive Surgical (ISRG), MSCI (MSCI). Host: Travis Hoium Guests: Lou Whiteman, Jason Hall Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and…

Lam Research is a semiconductor machine business that’s breaking records, but its stock price has been cut nearly in half from highs in 2026. Jon, Matt, and Lou talk about historical cyclicality as well as present strengths before giving their opinions of whether it’s a good stock to buy right now. The team also discusses how the Iran conflict impacts some under-appreciated things in the economy before closing with IBM’s unique perspective on the state of the AI market. Jon Quast, Matt Frankel, and Lou Whiteman discuss: -Lam Research’s recurring services business -Advanced packing in the semiconductor industry and why it matters -The helium shortage -Rising agricultural costs -IBM’s unique take on AI spending -What could boost IBM’s business Companies discussed: Lam Research (LRCX), ASML (ASML), Applied Materials (AMAT), Nvidia (NVDA), Micron (MU), Samsung, SK Hynix (SKHY), IBM (IBM) Host: Jon Quast Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and…

Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual revenue run rate by the end of 2027. Travis Hoium, Lou Whiteman, and Jon Quast break down SpaceX’s transformation into an AI powerhouse, the risks of massive data center investments, and a potential merger with Tesla.Travis Hoium, Lou Whiteman, and Jon Quast discuss:- Netflix’s Slowing Growth- Streaming Advertising Opportunities- SpaceX’s AI Transformation- Musk’s Trillion-Dollar Ambitions- AI Infrastructure Risks- Tesla SpaceX MergerCompanies discussed: Netflix (NFLX), Apple (AAPL), Alphabet (GOOGL), Disney (DIS), SpaceX (SPCX), Tesla (TSLA), T-Mobile (TMUS), Cloudflare (NET), Amazon (AMZN), Meta Platforms (META), Vertiv (VRT), Nvidia (NVDA)Host: Travis HoiumGuests: Lou Whiteman, Jon QuastEngineer: Dan BoydDisclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley…

Third quarter earnings reports are coming in fast, but this week kicks off with two Hidden Gem stocks making acquisitions to shore up their businesses. Lou, Matt, and Tyler discuss Salesforce's acquisition of Braze and Tradeweb Market’s Trumid acquisition. Plus, a mailbag about building supply company QXO. Have a question? Email us; podcasts@fool.com Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - GE’s earnings in a time of high fuel prices - GM’s earnings (also in a time of high fuel prices) - $CRM’s deal for $BRZE -$TW’s deal for Trumid -Mailbag Companies discussed: GE, GM, F, CRM, BRZE, TW, QXO Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman 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…

Description: The quantum computing space needs to make progress on error correction before quantum computers are useful, and in the past week, both Alphabet and Quantinuum have made announcements regarding substantial progress in this area. Jon, Matt, and Tyler break down this news before turning to the subject of moonshot investing. The team then closes out the episode with a question from the mailbag regarding the risk to big tech companies from open-source AI models. Jon Quast, Matt Frankel, and Tyler Crowe discuss:-Quantinuum’s record-breaking error correction-Alphabet’s own quantum computing magic-Novel power solutions-The potential for electric vertical takeoff and landing (eVTOL)-The risk of open source AI for big tech-Why today’s valuation doesn’t predict tomorrow’s profits Companies discussed: Quantinuum (QNT), Alphabet (GOOG)(GOOGL), Microsoft (MSFT), Amazon (AMZN), Nvidia (NVDA), Meta Platforms (META) Host: Jon QuastGuests: Matt Frankel, Tyler CroweEngineer: Bart Shannon Disclosure: Advertisements…

Disruption rarely arrives from the direction an industry expects. It came for retail from a bookseller in Seattle, for taxis from software engineers who had never driven one, and for photography from a camera company that had already invented the future but couldn't bring itself to use it. Motley Fool analyst Rachel Warren talks with Jeffrey Cole — founder of the World Internet Project, director of USC's Center for the Digital Future, and author of Disruptors at the Gate — about the patterns that repeat every time an industry gets blindsided, why most CEOs are structurally prevented from doing what it takes to survive disruption, and what investors should be watching right now as AI, quantum computing, and a wave of landmark IPOs reshape the landscape. Host: Rachel Warren Guest: Jeffrey Cole Producers: Bart Shannon, Lauren Budabin Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend,…

Somewhere in your portfolio, you probably have a loser -- an investment that is now worth less than what you paid for it. However, all is not lost. If that investment is in a non-retirement account (i.e., not in an IRA, 401(k), or HSA), you can sell it, take the loss, and use it to offset your capital gains and reduce your taxable income. But you have to know the rules. Robert Brokamp discusses what to keep in mind:-The range of investments to consider selling-How not to run afoul of the wash-sale rules-The true value of the $3,000 ordinary income deduction-The default rules for how cost basis and holding period are assigned to different types of investments-The potential downsides of tax-loss harvesting-When it makes sense to harvest gains or donate appreciated shares to charities Host: Robert Brokamp, CFP®, EAEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse,…

Apple and Tesla are unveiling futuristic products, but are they solving real problems or just creating new ones? Travis Hoium, Lou Whiteman, and Jason Moser debate the future of smart homes, flying cars, AI wearables, and whether Big Tech’s latest innovations can move the needle. They also examine the sharp sell-off in AI infrastructure stocks and the financial pressures facing the industry before wrapping up with two stocks on their radar. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Apple’s Smart Home Ambitions - Tesla’s Flying Roadster - Innovation Versus Invention - AI Infrastructure Economics - Smart Glasses and Privacy - Veeva and Rocket Lab Companies discussed: Accenture (ACN), ADT (ADT), Alphabet (GOOGL), Amazon (AMZN), Apple (AAPL), Berkshire Hathaway (BRK.B), Block (XYZ), Boeing (BA), CoreWeave (CRWV), Ferrari (RACE), Ford (F), Garmin (GRMN), IREN (IREN), Kraft Heinz (KHC), Meta Platforms (META), Microsoft (MSFT), Nebius Group (NBIS), NVIDIA (NVDA), Rocket Lab (RKLB), Starbucks (SBUX),…

When you think “companies Berkshire Hathaway likes”, often we think of mature, almost iconic businesses that have produced consistent results for years. Bending Spoons, an acquirer of legacy digital assets, doesn’t really fit the mold. Today, though, Matt, Jon, and Tyler take a closer look at why Berkshire is buying this Milan-based business and why it may be closer to the prototypical Berkshire business. Plus, emptying the analyst notebook on earnings and distressed debt is hitting neoclouds Have a question? Email us; podcasts@fool.com Tyler Crowe, Jon Quast, and Matt Frankel discuss: - Bank of America’s earnings and money laundering fine - Fastenal’s earnings, a true hidden gem - The business behind Bending Spoons - Why Berkshire is buying more of this lesser known stock - Coreweave’s debt falls into junk territory. Who’s next? Companies discussed: JPM, BAC, TD, WFC, FAST, BSP, BRK.B, TRIP, YELP, CRWV, NBIS, ORCL, APLD, DELL, DOCN, Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd…

Apple is making a new push into smart homes, but will consumers pay premium prices for products they can already get elsewhere? ASML’s latest earnings highlight booming AI chip demand and the limitations of its manufacturing capacity. Meanwhile, luxury giants like LVMH, Hermès, and Estée Lauder are seeing their stocks plunge as Chinese demand weakens and aspirational shoppers pull back. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Apple’s Smart Home Push - The Premium Pricing Problem - ASML’s Semiconductor Monopoly - AI Demand and Valuations - China’s Luxury Slowdown - Luxury Stocks on Sale Companies discussed: Apple (AAPL), Amazon (AMZN), Alphabet (GOOGL), Schneider Electric (SU.PA), LG Electronics (066570.KS), ASML (ASML), Nvidia (NVDA), Estée Lauder (EL), Hermès (RMS.PA), LVMH (MC.PA), Kering (KER.PA), Burberry (BRBY.L). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The…

Bad results, stock up. Good results, stock down? This most recent round of big bank earnings has investors scratching their heads. We saw some expected things (Jamie Dimon had words of caution), and some unexpected surprises (credit card use way up). Matt, Lou, and Tyler break down the most important numbers from this round of banking earnings. Plus, automation and robotics investing is harder than it looks plus a mailbag question about Empire State Realty Trust Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Matt Frankel discuss: - The important numbers from big bank earnings bonanza- Was Jamie Dimon “normal” cautious or “extra” cautious?- Automating warehouses is harder than it sounds- Investing opportunities in robotics and automation-Mailbag: Is $ESRT a buy, sell, or hold?Companies discussed: JPM, WFC, C, GS, WMT, SYM, ABBNY, AMZN, HON, ZBRA, GXO, ESRT Host: Tyler CroweGuests: Lou Whiteman, Matt FrankelEngineer: Bart Shannon Advertisements are sponsored content and provided…

Could SpaceX and Starlink disrupt the wireless industry, or are investors overreacting to Elon Musk’s ambitions? Travis Hoium, Lou Whiteman, and Dan Caplinger discuss the challenges facing traditional telecom companies, PepsiCo’s shrinking margins, and the limits of consumer pricing power. They also look back at the 2022 market bottom, the stocks left behind in the recovery, and how AI could reshape future returns. Travis Hoium, Lou Whiteman, and Dan Caplinger discuss: - SpaceX’s Wireless Ambitions - Telecom’s Competitive Threats - PepsiCo’s Pricing Problems - Consumer Spending Pressures - Lessons From 2022 - AI’s Uneven Impact Companies discussed: Verizon (VZ), AT&T (T), T-Mobile (TMUS), Rocket Lab (RKLB), Iridium Communications (IRDM), AST SpaceMobile (ASTS), PepsiCo (PEP), Walmart (WMT) Host: Travis Hoium Guests: Lou Whiteman, Dan Caplinger Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively,…

Out of 1,600 businesses analyzed, not a single one was overpriced. That's just one of the uncomfortable truths Codie Sanchez has uncovered from the inside. Motley Fool analyst Rachel Warren talks with Codie Sanchez — former Wall Street investor, New York Times bestselling author, and founder of Contrarian Thinking — about the private equity frameworks she's now deploying for everyday small business owners. They get into why most founders have accidentally built a job rather than a business, what the $650 billion wave of PE capital moving into Main Street means for owners who are unprepared for acquisition, and the five tools any business owner can implement immediately to start running their company the way private equity actually does. Host: Rachel Warren Guest: Codie Sanchez Producers: Kristi Waterworth, Lauren Budabin 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…

Do the amounts in your IRAs and 401(k)s have you on to path to financial independence? Host Robert Brokamp explains how to get answers to that question.Topics covered:-Benchmarks provided by financial-services firms-Factors that will determine whether you need to save more or less than the benchmarks-Latest thinking on safe withdrawal rates in retirement-Retirement calculators to considerHost: Robert Brokamp, CFP®Engineer: Bart Shannon 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…

Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, while still leaving room for surprising challengers. The team also looks at Disney and the growing value of real-world experiences, tests their knowledge of investing history, and shares some painful investing mistakes. Plus, Rick and Lou put AMC Entertainment and C.H. Robinson on the radar.Travis Hoium, Lou Whiteman, and Rick Munarriz discuss: What Makes a Rule Breaker AI’s Disruption Story IRL Value Disney’s Parks Value Investing Game Stocks On Our Radar Companies discussed: Amazon (AMZN), Tesla (TSLA), Netflix (NFLX), Nvidia (NVDA), Alphabet (GOOGL), Meta Platforms (META), CoreWeave (CRWV), Walt Disney (DIS), TKO Group Holdings (TKO), Comcast (CMCSA), Live Nation Entertainment (LYV), Costco Wholesale (COST), Nintendo (NTDOY), Sony…

For many buy-and-hold investors out there just getting started, knowing how to understand businesses better is one of the first skills to develop. One term that the financial media world has developed for business strengths is economic moat: that “it factor” that keeps its competitors from posing a real threat to its business. Lou, Jon, and Tyler break down what makes a good economic moat, what are some of the “false flags” in moat analysis, and examples of companies with both wide and narrow moats.Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Jon Quast discuss:- What is an economic moat?- The prototypical model: McDonalds- Misconceptions about moat analysis- Strong “no moat businesses”- Companies with good and bad moatsCompanies discussed: MCD, WM, USLM, TBBB, V, MA, ABNB, FICOHost: Tyler CroweGuests: Lou Whiteman, Jon QuastEngineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates…

Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks down Google’s multibillion-dollar nuclear power deal with Constellation Energy and the enormous energy demands coming from data centers. Finally, they discuss Apple’s latest push into the smart home and whether doorbells, cameras, and a new home hub can move the needle. They discuss: - AI Bubble Risks - Investing Beyond AI - Google’s nuclear deal - Nuclear Power Constraints - Apple’s Smart Home - LG’s End Game Companies discussed: Micron Technology (MU), Alphabet (GOOGL), Constellation Energy (CEG), Microsoft (MSFT), Apple (AAPL), LG Electronics (066570.KS), Amazon (AMZN), ADT (ADT). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational…

Paramount and Warner Bros. Discovery have officially joined forces in a $110 billion deal, creating a streaming heavyweight with more than 200 million subscribers—and $80 billion in debt. Travis Hoium, Lou Whiteman, and Matt Frankel break down whether the combined company can compete with Netflix, Disney, and YouTube, and why debt could define its future. They also look at potential winners like movie theaters and live sports, while debating whether Peacock needs a partner or buyer. Plus, Lou pitches a radical Disney-Netflix combination.Travis Hoium, Lou Whiteman, and Matt Frankel discuss:- Paramount-Warner Bros. Deal- Bundling Paramount+ and HBO Max- Biggest Winners- Future of Streaming Sports- Peacock’s Tough Spot- How Disney/Netflix WinCompanies discussed: Skydance (SKYD), Netflix (NFLX), Walt Disney (DIS), Alphabet (GOOGL, GOOG), TKO Group Holdings (TKO), Apple (AAPL), AT&T (T), Comcast (CMCSA)Host: Travis HoiumGuests: Lou Whiteman, Matt FrankelEngineer: Dan BoydDisclosure: Advertisements are sponsored…

Motley Fool Hidden Gems Investing helps kick off spooky October with an episode that injects a dose of optimism into investor fears. Specifically, there are fears regarding Anthropic’s risk factors in its S-1, but Jon, Matt, and Rachel remind listeners of past risks that didn’t come to fruition with some great long-term investments. The episode then moves into what is driving the Fear and Greed Index lower before ending with a discussion of where higher bond yields can actually be a good thing. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Risks from S-1 filings for Amazon, Alphabet, and Meta Platforms -Anthropic’s unusual risk factor section -What’s driving the Fear and Greed Index lower -Three stocks that have dropped that are worth buying -When higher bond yields can help investors Companies discussed: Anthropic, Amazon (AMZN), Alphabet (GOOG)(GOOGL), Meta Platforms (META), Dream Finders Home (DFH), Brookfield (BN), Shopify (SHOP), Realty Income (O), Eli Lilly (LLY), Regeneron Pharmaceuticals…

After 40 years managing money for some of the most successful people on Wall Street, Matt Ludmer came to a conclusion that surprised even him: accumulating more rarely made his clients happier. Motley Fool analyst Rachel Warren sits down with Matt Ludmer — founder of Aligned Wealth Management and author of The Right Mountain — to explore the gap between financial achievement and genuine fulfillment. They dig into the three-pot portfolio strategy Matt developed after managing insurance company money that changed how his clients think about market volatility, why crossing wealth thresholds rarely reduces financial anxiety, and what it actually means to be on the right mountain. Host: Rachel Warren Guest: Matt Ludmer Producers: Bart Shannon, Lauren Budabin 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…

In this next installment of our Financial Planning Challenge, Host Robert Brokamp and guest Fool Amanda Kish discuss fourth-quarter tax planning to make sure you are paying as much as you’re supposed to – but not a penny more. Topics discussed:-Maxing out tax-advantaged savings accounts-Tax-loss harvesting-Donating appreciated stock, and new rules for deducting charitable contributions for 2026-Getting your withholdings right to avoid penalties-Roth conversions-And more! Host: Robert Brokamp, CFP®, EAGuest: Amanda Kish, CFA, CFP®Engineer: Bart Shannon 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…

We discuss what we’ve learned about the economy and markets through the first three quarters of 2026. Then we turn to Nike’s latest quarter (which was terrible), Netflix’s growth concerns, and we play “Over/Under”. As always, we end with the stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Hall discuss: - What We Learned Thru Q3 - Consumer Health - Is Nike Toast? - Over/Under - Netflix Growth - Stocks On Our Radar Companies discussed: Nike (NKE), Netlfix (NFLX), Meta Platforms (META), Alphabet (GOOG, GOOGL), Accenture (ACN), CareTrust REIT (CTRE). Host: Travis Hoium Guests: Lou Whiteman, Jason Hall 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…

For years, Wall Street has wanted to be able to sell private assets to more individual investors. This week, the Securities and Exchange Commission just made some major rule changes that could make it possible. Lou, Jon, and Tyler break down who actually benefits from these proposed changes, and what investors need to look out for if they dabble in private assets. Plus, Accenture bucks the AI narrative (for now) and a listener question about portfolio sizing Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Jon Quast discuss: - Accenture earnings surprise - Did we sell to early? - New rules to make private assets available to everyone - Tips for investing in private assets vs. public equities - Mailbag: How much speculation is the right amount? Companies discussed: ACN, IT, TTD, SPCX, AMZN, NFLX, TSLA Host: Tyler Crowe Guests: Jon Quast, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and…

OpenAI introduced Dots yesterday following Meta’s Muse becoming a smash hit over the past month. But is this a desperate attempt to stay relevant or a breakthrough in AI? We discuss that and cover Anthropic’s latest numbers and the delayed IPO of Aura. Travis Hoium, Rachel Warren, and Lou Whiteman discuss: - Dots Are Here! - Should Muse Worry? - Anthropic’s Prospectus Leak - What We’re Looking For in the S-1 - Aura’s IPO Delay - A Closing Window Companies discussed: Meta Platforms (META). Host: Travis Hoium Guests: Rachel Warren, Lou Whiteman 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…

If it was just one airline, it would be an outlier, but the entire airline industry is moving towards premiumization of the cabin. Alaska Airlines was the most recent company to announce that it is investing to cater to wealthier clientele with better (and more) first class cabins. Lou, Matt, and Tyler break down the strategy behind this industry wide move and whether it finally makes the airline industry a worthwhile investment. Plus, do you buy what these companies are selling and a lister question on growth in essential sectors.Have a question? Email us; podcasts@fool.comTyler Crowe, Lou Whiteman, and Matt Frankel discuss:- The strategy of premium everything in airlines- Will airlines ever make great buy-and-hold stocks?- Do you Buy it? Delayed IPOs, AI safety, big investment plans, orbital compute- Mailbag: Growth in consumer staplesCompanies discussed: ALK, DAL, UAL, LUV, AER, ULCC, SPCX, COST, ADM, PM, NVDAHost: Tyler CroweGuests: Lou Whiteman, Matt FrankelEngineer: Dan BoydDisclosure: Advertisements…

Sure, when NVIDIA announced that its board of directors had approved the largest share repurchase authorization in the market’s history, it was going to make some headlines. But does that number really matter to a $5 trillion company? Lou, Rachel, and Tyler argue that NVDIA’s buyback may have been a little…light. Plus, navigating the new reality of the defense & security industry and the mailbag. Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Rachel Warren: - NVIDIA’s $150 billion buy back plan - The case for a $500 billion buyback - NVIDIA’s AI safety plan and what the market doesn’t like - What to make of all these new defense companies - Mailbag: Thoughts on Klarna? Companies discussed: NVDA, GOOGL, META, AMZN, BEAG, RKLB, KLAR Host: Tyler Crowe Guests: Lou Whiteman, 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,…

Most people assume Apple's retail dominance comes from great products. Ron Johnson, the man who actually built the Apple Store alongside Steve Jobs, says that's only half the story. Motley Fool host Jason Moser sits down with Ron Johnson — creator of the Apple Store and author of Shop Different — to explore what Steve Jobs really cared about, why Apple's new CEO John Turnus doesn't need to be in a hurry, and what Ron's very public stumble at JCPenney taught him that two decades of success at Target and Apple never could. Host: Jason Moser Guest: Ron Johnson Producers: Bart Shannon, Lauren Budabin 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…

Host Robert Brokamp is joined by Motley Fool contributor Dan Caplinger to answer financial planning questions sent in from listeners, including:-Is it better to invest in Treasury bills directly or through an ETF or fund?-How to avoid the 10% early distribution penalty if retiring before age 59 1/2-The pros and cons of closed-end funds-Is 90% in stocks too aggressive for a portion of a retirement portfolio?-Sell stocks or take out a loan to pay for graduate school?-Do Roth conversions make sense in your 60s? Host: Robert Brokamp, CFP®, EAGuest: Dan CaplingerEngineer: Bart Shannon 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…

Meta had a big week as Muse continues to be the hottest product in AI and Meta Connect introduced new glasses, a VR headset, and a charm all powered by Muse. But is this another AI flash in the pan or a fundamental change in how we use technology? Plus, we discuss Oracle’s data center problem, the best tech hardware of 2026, and TPUs in space. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: - Meta’s New Hardware - Muse’s Future - Oracle Declard Force Majeure - Ranking Tech Hardware - TPUs in Space - Stocks On Our Radar Companies discussed: Meta Platforms (META), Alphabet (GOOG), Stitch Fix (SFIX), Royal Caribbean (RCL), Oracle (ORCL). Host: Travis Hoium Guests: Lou Whiteman, Emily Flippen 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,…

Two years into a four year plan to build a massive data center in New Mexico, Oracle is already claiming force majeure. The company announced it would not be on the hook for payments should the project not meet its deadlines. Lou, Jon, and Tyler break down why Oracle seems so intent on getting ahead of this right now and the implications it may have down the road. Plus, maybe fintech doesn’t have that many barriers to entry after all and a listener question about spinoffs Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Jon Quast discuss: - Oracle is already preparing for delayed data centers - Is its commitments to OpenAI a reason behind it? - Mailbag: How to handle spinoffs - Latin American and European fintechs are coming to America - Mailbag: European AI Infrastructure stocks? Companies discussed: ORCL, OWL, BE, MDT, MMED, GEV, GEHC, SOFI, XYZ, TOST, FOUR Host: Tyler Crowe Guests: Lou Whiteman, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and…

Muse has driven Meta Platforms to a nearly $2 trillion valuation and has captured the market’s attention. But how will Meta make money from Muse and who will the other winners in the industry be? Plus, we discuss the competition and whether Amazon sees this as an existential threat. Travis Hoium, Lou Whiteman, and Tyler Crowe discuss:- Muse v Amazon- How Muse Will Make Money- Shopify’s Bet- Expedia on Muse- Who Wins an Agentic Future? Companies discussed: Expedia (EXPE), Meta Platforms (META), Alphabet (GOOG). Host: Travis HoiumGuests: Lou Whiteman, Tyler CroweEngineer: 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…

Space, the final (investing) frontier? Space stocks have garnered copious amounts of investor attention as of late, and much of the success of the space economy hinges on a small handful of rocket companies bringing down the cost of launch. That could get much more complicated if SpaceX sunsets its falcon 9 rocket by 2028 as has been announced. Matt, Lou, and Tyler discuss how the industry can respond to such a change and what opportunities or risks is poses. Plus, the rate of dividend cuts is rising and listener questions Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Matt Frankel discuss: - SpaceX’s plan to sunset the falcon 9 by 2028 - Who’s ready to step up in the industry - navigating the minefields of the space industry - Look out for dividend cuts - Mailbag: European AI Infrastructure stocks? Companies discussed: SPCX, RKLB, VOYG, FLY, KRMN, CPB, AMCR, CC, GPMT, ONL, UPS, ASML, SIEGY, SBGSY, PRYMY, CRWV, NBIS Host: Tyler Crowe Guests: Lou Whiteman, Matt Frankel Engineer:…

The price of diesel fuel is at an all-time high, creating challenges for the economy as it fuels inflation. Jon, Tyler, and Matt discuss why it’s hard to get prices down, as well as how everyday consumers could be impacted. Additionally, Warren Buffett has officially retired and the team discusses the pros and cons of Berkshire Hathaway’s now fully implemented succession plan before ending with a question from our mailbag about when to buy stocks. Jon Quast, Matt Frankel, and Tyler Crowe discuss: -Diesel’s record high price and its economic impacts -The challenge of getting prices back down -Berkshire Hathaway’s succession plan -The potential of a Berkshire dividend -Mailbag: Down stocks showing signs of life Companies discussed: Valero (VLO), UPS (UPS), FedEx (FDX), Berkshire Hathaway (BRK.A)(BRK.B), Coca-Cola (KO), Conagra Brands (CAG), Target (TGT) Host: Jon Quast Guests: Matt Frankel, Tyler Crowe Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes…

Why do the most credentialed people on earth — the ones who checked every box, Stanford, Goldman, KKR, Harvard Business School — end up making the safest, most probable choices of their lives? In Part 2 of his conversation with Motley Fool's Rachel Warren, Reza Satchu breaks down his three-word framework for spotting real conviction versus hype (authenticity, momentum, inevitability), why capital allocation is the sharpest test of a CEO's judgment, his biggest regret as a founder (waiting too long to fire people), and the "curse of optionality" that keeps talented people from ever committing to anything. He closes with the one small, repeatable habit he wants every investor and founder to build to train their own judgment muscle. Host: Rachel Warren Guest: Reza Satchu Producers: Dennis Golin, Lauren Budabin 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…

We all want to eventually get to the point when work is optional. But some people make it a goal to get there much sooner – perhaps even by their 30s or 40s. One fellow who knows a lot about how to do it is Brad Barrett, the co-founder of the ChooseFI website and the co-host of the ChooseFI podcast. In this episode, Robert Brokamp spoke with Brad about:-The evolution of the financial independence, retirement early (FIRE) movement, and why many have dropped the RE and focus on the FI.-The savings rates and spending mindsets that are the foundations of financial independence-Identifying the “why” that motivates you to make sometimes hard choices-The flourishing FI community that crowd-sources ideas and provides support when living a somewhat counter-cultural lifestyle Send your financial planning questions for our upcoming mailbag episode to podcasts@fool.com. Host: Robert Brokamp, CFP®, EAGuest: Brad Barrett, CPAEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for…

Consumer data is still strong, but companies are telling us a different story. Sales are down, guidance has been rough, and with oil and interest rates rising what’s the future for the consumer? Plus, we discuss this week’s AI ups and downs and the stocks on our radar. Travis Hoium, Lou Whiteman, and Dan Caplinger discuss: - Are Consumers OK? - Interest Rate Takes - AI This Week - Bargain Stocks - End of an Era - Stocks On Our Radar Companies discussed: Nike (NKE), Lululemon (LULU), Deckers Outdoor (DECK), On Holding (ONON), Lennar (LEN), DR Horton (DHI), Toll Brothers (TOL), Meritage Homes (MTH), Chipotle (CMG), Sweetgreen (SG), Dutch Bros (BROS), Wendy’s (WEN), Wingstop (WING), GM (GM), Ford (F), Ferrari (RACE), Tesla (TSLA), Meta (META), Alphabet (GOOG, GOOGL). Host: Travis Hoium Guests: Lou Whiteman, Dan Caplinger 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,…

Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the most recent in a long line of investing trends that get caught up in frantic enthusiasm that far surpasses the industry’s progress. Jon, Matt, and Tyler share war stories of the hype cycles they got caught up in and how investors can avoid that fate. Plus, Lennar’s earnings in a rate hike cycle and the mailbag. Have a question? Email us; podcasts@fool.com Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Homebuilders in a rate hike cycle. - Are there housing stocks that aren’t playing the waiting game? - Hype cycles vs. durable trends - What part of the cycle fits you best? - Mailbag: Pullback stock ideas. Companies discussed: LEN, FIGR, UPST, INVH, AMH, OKLO, PTON, FIVE, XYZ, MELI, AXON, BN Host: Tyler Crowe Guests: Jon Quast, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and…

We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travis Hoium, Lou Whiteman, and Matt Frankel discuss: - AI Moats - Fragile Competitive Advantage - Valuing AI Stocks - Metrics to Watch - Stock Opportunities Companies discussed: Meta Platforms (META), Alphabet (GOOG, GOOGL), SpaceX (SPCX), Modine Manufacturing (MOD), NVIDIA (NVDA), Microsoft (MSFT). Host: Travis Hoium Guests: Lou Whiteman, Matt Frankel 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…

The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes in businesses and so directly shape the capital allocation decisions. That has changed under the current administration and has profound impacts on how these business work. Matt, Lou, and Tyler break down the consequences of governments shaping business decisions as an equity investor. Plus, earnings from a Hidden Gems favorite and a listener question Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Matt Frankel discuss: - Forgent Power solutions earnings and outlook - The administration's active role in business deals - Mailbag: How to deal with volatility Companies discussed: FPS, ELMT, MP, INTC, BA, EADSY Host: Tyler Crowe Guests: Lou Whiteman, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes…

The dominant story of the past week has been the wave of leaders in the AI space warning about the pace of frontier models and their fear of them getting “out of control”. While that may be true, there may be other reasons why they’re all sounding the alarm at this precise moment. Travis, Rachel and Tyler take a look at some of the less said reasons why this appers to have hit a fever pitch and whether that changes how investors should view the upcoming Anthropic and OpenAI IPOs. Plus, an investing trend palette cleanser and how to view dividends. Have a question? Email us; podcasts@fool.com Tyler Crowe, Rachel Warren, and Travis Hoium discuss: - OpenAI, Anothropic, and more sound the AI alarm - A safety problem or a business fundamentals problem - Consumer discretionary stocks: Value or value trap? - AI accelerating drug discovery - Mailbag: How important are dividends? Companies discussed: GOOGL, AMZN, NVDA, AVGO, AMZN, MEDP, IQV, KRYS, MRNA, KNSA, DIS Host: Tyler Crowe Guests: Travis Hoium, Rachel Warren…