Markets Love Certainty
Motley Fool Money6 Marras 2024

Markets Love Certainty

Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week. (00:20) Asit Sharma and Dylan Lewis discuss: - The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies. - Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange. - Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon. - Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound. Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO Host: Dylan Lewis Guests: Asit Sharma Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Rates Go Down, Market Goes Up

Rates Go Down, Market Goes Up

Low rates are great for stocks, as long as we’re looking at a soft landing. (00:21) Ron Gross and Asit Sharma discuss: - The Fed’s 50 bps rate cut, the market’s reaction, and what history has to say ...

20 Syys 202440min

Gimme! Gimme! Gimme! (A Half-Point Rate Cut)

Gimme! Gimme! Gimme! (A Half-Point Rate Cut)

Markets, you got what you wanted. (00:21) Bill Mann and Ricky Mulvey discuss: - The rate cut from the Federal Reserve, and what the central bank is responding to. - New rules from the SEC that aim to...

19 Syys 202427min

Celebs, CRMS, and Avocado Robots

Celebs, CRMS, and Avocado Robots

Salesforce throws a party, while Chipotle streamlines guacamole prep. (00:21) Asit Sharma and Mary Long talk about two types of automation: one for agents, and another for avocados. They also discuss...

18 Syys 202430min

Signs Intel’s Foundry is Heating Up

Signs Intel’s Foundry is Heating Up

Intel investors have been looking for signs of life with its foundry business – a couple billion dollars in deals and its new independent subsidiary status might help.  (00:21) Tim Beyers and Dylan L...

17 Syys 202430min

The Next AI Investment Story: Power

The Next AI Investment Story: Power

One query on ChatGPT takes 10x the amount of electricity as a Google search. (00:21) Ricky Mulvey and Asit Sharma discuss: - How big tech is dealing with the electricity demands of AI systems. - Comp...

16 Syys 202429min

Stocks for the Road

Stocks for the Road

If you’re looking for a stock that’s been a multi-bagger over the past five years, then check the gas station next to a Walmart.  Mary Long caught up with Motley Fool Canada’s Jim Gillies for a look ...

15 Syys 202424min

Amazon Can’t Be Contained

Amazon Can’t Be Contained

40% of everything sold online in the United States is through Amazon. Its web services division owns almost a third of the worldwide cloud infrastructure. Amazon is a goliath. Dana Mattioli is an in...

14 Syys 202431min

Rich Signals from Berkshire

Rich Signals from Berkshire

Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and his lieutenants. (00:21) Jason Moser and Matt Arg...

13 Syys 202440min

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