2024: Top-Heavy, AI-Fueled, Supply-Constrained
Motley Fool Money5 Heinä 2024

2024: Top-Heavy, AI-Fueled, Supply-Constrained

It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals might be. (00:21) Jason Moser and Matt Argersinger discuss: - Why the market is up, but top-heavy in 2024, and the types of stocks currently trading at a discount to big tech. - Four defining themes of the year so far: AI, interest rates, next-gen tech, and the pivot to value for consumers. - The state of real estate, and why low supply means prices may stay high in residential for a long time, even in spite of high rates. (31:01) Matt and Jason break down two stocks on their radar: ABM Industries and Rubrik. Stocks discussed: NVDA, MSFT, AAPL, ABM, RBRK Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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Ford Takes $19.5 Billion EV Hit. Is the EV Revolution Over

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17 Joulu 202521min

The 2025 IPO Comeback Tour

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15 Joulu 202519min

Interview with Axon President Josh Isner

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14 Joulu 202524min

Roth Advice Gone Wrong and Mandatory Roth Catch-Up Contributions in 2026

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13 Joulu 202522min

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12 Joulu 202542min

Over 300 Stocks Doubled in 2025 -- 3 We Love and 3 We Don't

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2025 has been an above-average year for stocks. And over 300 publicly-traded companies have increased in value by 100% or more. This has our team asking the question: Which of these upward moves are l...

11 Joulu 202526min

Don’t Call It a Comeback

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