Nvidia Rolls On

Nvidia Rolls On

The tech giant continues to crush analysts’ lofty expectations. (00:20) Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidia’s data center business, future growth stories for the company, and some questions about its valuation. Then, (13:08) Matt Frankel and Mary Long continue their conversation about David and Goliath business match-ups. Companies discussed: NVDA, META, CAVA, SG, CMG, MKL, KNSL Host:Ricky Mulvey Guests: Asit Sharma, Mary Long, Matt Frankel Engineers: Tim Sparks, Desiree Jones Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

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Earnings Season Hits Overdrive

Earnings Season Hits Overdrive

The flood of earnings has begun and there are some surprises to investors. Spotify, Robinhood, and SoFi all dropped after results failed to impress, but these are still solid businesses. Plus, we cove...

29 Huhti 18min

OpenAI Misses Expectations - Should Tech Investors Worry?

OpenAI Misses Expectations - Should Tech Investors Worry?

OpenAI reportedly missed its own growth and revenue expectations recently, and shares of Oracle and other companies with large deals with the AI giant are trading lower. In this episode, the team disc...

28 Huhti 21min

A New Chapter in AI’s Most Powerful Partnership

A New Chapter in AI’s Most Powerful Partnership

Jon Quast, Matt Frankel, and Rachel Warren discuss: -Financial results from Domino’s Pizza and what it tells us about the economy -Microsoft and OpenAI modify the terms of their partnership -Qualco...

27 Huhti 27min

Morgan Housel on History, AI, and the Future of Investing

Morgan Housel on History, AI, and the Future of Investing

Morgan Housel is the bestselling author of The Psychology of Money, Same As Ever, and The Art of Spending Money. At our recent Motley Fool member event, Senior Vice-President of Rule Breakers strategy...

26 Huhti 22min

A Guide to the Backdoor Roth IRA, and Heirs Squandering Inheritances

A Guide to the Backdoor Roth IRA, and Heirs Squandering Inheritances

People look forward to retirement as a time of fewer obligations, but it can also be a time of lower taxes, especially if you have money in Roth retirement accounts. However, if you earn too much mone...

25 Huhti 16min

The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

AI is driving the market in multiple directions in 2026 and this week’s winner was Intel, who has such high demand it’s selling chips it once thought were worthless. We discuss the dynamics and get to...

24 Huhti 42min

Earnings Season Ramps Up -- And We've Seen Some Surprises

Earnings Season Ramps Up -- And We've Seen Some Surprises

Earnings season is now in full swing, and we recently got a look at the latest results from Tesla (NASDAQ: TSLA) and some of the most prominent technology companies in the market. In today's episode, ...

23 Huhti 24min

SpaceX Goes on $60 Billion AI Buying Spree

SpaceX Goes on $60 Billion AI Buying Spree

SpaceX is buying another AI company, this time it’s Cursor. The space company has transformed itself into an AI company, but does this mean it can catch up to Google, Anthropic, or OpenAI? Plus, we co...

23 Huhti 19min

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