Who in Big Tech Is Ready for Agentic AI?

Who in Big Tech Is Ready for Agentic AI?

Amazon is fighting Perplexity over the startup’s shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta’s AI strategy and why Oracle is growing and taking a big risk in its buildout. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Amazon goes after Perplexity’s agents - Meta’s scattered AI strategy - Oracle earnings Companies discussed: Amazon (AMZN), Google (GOOG, GOOGL), Meta Platforms (META), Oracle (ORCL). Host: Travis Hoium 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, 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 megaphone.fm/adchoices

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The Trade Desk’s Woes & A New AI Donut?

The Trade Desk’s Woes & A New AI Donut?

As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the market. Plus, we discuss The Trade Desk’s bad week, Google’s...

7 Elo 40min

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The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits...

6 Elo 21min

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5 Elo 19min

Palantir Makes its Case Against Frontier AI

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Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial customers into its ecosystem appear to have been answered, and ...

4 Elo 22min

Are Mega-Mergers Back?

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Mergers could be back in 2026 as companies try to get deals done while regulators allow them. But are buyouts always a good idea? We discuss a potential deal in pharma today, plus we go over the lates...

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Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not

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Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now watching the AI trade very carefully. She has questions the mar...

2 Elo 25min

Insurance-palooza! All You Need to Know to Protect Your Income and Wealth

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It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent most of this year discussing how to accumulate and manage wea...

1 Elo 27min

When Leverage Goes Wrong on Wall Street

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The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Pl...

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