"Two Things Can Be True"

"Two Things Can Be True"

The market may be overvalued, but some stocks are underpriced. (00:21) Tim Beyers and Mary Long talk about whether we’re in an AI bubble, lofty tech valuations, and what an unchecked Sam Altman might mean for the rest of us. Then, (17:28) Sanmeet Deo and Ricky Mulvey discuss energy drinks as investments, and whether Monster or Celsius deserves the title of top dog. Companies discussed: CRWD, PANW, MSFT, MNST, CELH Host: Mary Long Guests: Tim Beyers, Ricky Mulvey, Sanmeet Deo Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

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Dick’s Sporting Goods has a Foot Locker Problem

Dick’s Sporting Goods has a Foot Locker Problem

When Dick’s Sporting Goods acquired Foot Locker last year, it was supposed to be a transformative deal that would serve a “broader range of consumers”. Fast forward to today, and the company is still ...

25 Elo 23min

1 Earnings Report That Could Move the Market

1 Earnings Report That Could Move the Market

On Wednesday, the world’s most valuable company will report financial results and they’re expected to be spectacular. But Nvidia’s management has to say could have huge economic ramifications. Jon, Ma...

24 Elo 26min

America Is 10x Behind China in AI Infrastructure — The CEO Building the Solution

America Is 10x Behind China in AI Infrastructure — The CEO Building the Solution

The AI race isn't being won in the model lab — it's being won in the power grid. And right now, America is losing. Motley Fool analyst Rachel Warren talks with Hannan Happi, co-founder and CEO of Exow...

23 Elo 30min

Crucial Steps for the “Pre-Go” Years Before Retirement

Crucial Steps for the “Pre-Go” Years Before Retirement

We spend years squirreling away money that we eventually hope to live off of in retirement. What should we be doing as we get closer to the big day? Host Robert Brokamp discusses potential strategies ...

22 Elo 30min

Cancer Vaccines & Data Center Drama

Cancer Vaccines & Data Center Drama

The market is fixated on interest rates and data centers this week. Rates continue to rise along with the U.S. debt, which may ultimately put pressure on companies across the market. Data centers have...

21 Elo 41min

Is AI the Answer to Big-Box Retail’s Woes?

Is AI the Answer to Big-Box Retail’s Woes?

The big box retailers are reporting earnings, and there are plenty of headwinds to discuss. But among the common themes this earnings season, these companies are leaning into AI (and AI assistants wit...

20 Elo 29min

Behind The Most Exciting Stock Pop In Years!

Behind The Most Exciting Stock Pop In Years!

Target reported solid earnings this morning, which is a great sign for the consumer, but the big news today was from Moderna. The company’s clinical trial results for a cancer vaccine were so encourag...

20 Elo 19min

The Bond Market Selloff is Showing up in Earnings Reports

The Bond Market Selloff is Showing up in Earnings Reports

Most of the time, stock investors don’t pay attention to the bond markets. But when the words “not seen since 2007” start getting thrown around, investors start to look at lot harder at what’s going o...

18 Elo 22min

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