Motley Fool Hidden Gems Investing

This was the first earnings report for Apple under new CEO John Ternus. Despite the leadership change, there were a lot of similar themes to the time of CEO Tim Cook: supply chain challenges and what to do with all that extra cash. Matt, Lou, and Tyler take a look at Apple’s earnings under new leadership and speculate what they should do with that excess cash. Plus, Shopify and Palantir’s earnings misses, SpaceX acquisition rumors, and a shakeup among oil refineries.

Have a question? Email us; podcasts@fool.com

Tyler Crowe, Lou Whiteman, and Matt Frankel discuss:

- Apple’s same old earnings and supply chain challenges.

- What should Apple do with its massive cash pile

- Palantir’s earnings & how much more government work it can get.

- Shopify’s less than perfect earnings

- SpaceX rumors to do “something” with Boost Mobile

- Carl Icahn’s CVR Energy Buys Refineries for $4 billion

Companies discussed: AAPL, BRK.B, MU, NVDA, SHOP, PLTR, SPCX, CVI, MPC

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 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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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 losses
Companies discussed: Marvell (MRVL), Lumentum (LITE), Broadcom (AVGO)
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.
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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 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 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 Gardner
Guest: Robert Brokamp, CFP®, EA
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 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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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 (MRVL), Lumentum (LITE).

Host: Travis Hoium

Guests: Jason Hall, Asit Sharma

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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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), KLA Corp (KLAC), Sterling Infrastructure (STRL), DoorDash (DASH), Instacart (CART), Marvell Technology (MRVL), Lumentum (LITE), NextEra Energy (NEE), Dominion Energy (D), AMD (AMD)

Host: Tyler Crowe

Guests: Matt Frankel, Jon Quast

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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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 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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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, 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 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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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 (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 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 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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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 online tools
-Why Roth accounts benefit retirees who may be subject to substantial required minimum distributions or Medicare surcharges
-What types of investments are best for Roth accounts

Host: Robert Brokamp, CFP®, EA
Guest: Wade Pfau, Ph.D., CFA, RICP
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 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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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 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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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 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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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 Merger
Companies 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 Hoium
Guests: Lou Whiteman, Jon Quast
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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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 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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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 Quast
Guests: Matt Frankel, Tyler Crowe
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 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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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, 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 http://megaphone.fm/adchoices

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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®, EA
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 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 http://megaphone.fm/adchoices

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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), Tesla (TSLA), Toast (TOST), Veeva Systems (VEEV).

Host: Travis Hoium

Guests: Lou Whiteman, Jason Moser

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 https://megaphone.fm/adchoices

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

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 https://megaphone.fm/adchoices