What Alphabet’s Stock Drop Tells Us About the Market Today
Alphabet’s stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what that means for big tech, neoclouds, and the entire supply cha...
24 Heinä 0s
Mag 7 Starts Burning Cash (for Real)
Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results were different in many ways, there was one common theme that sp...
23 Heinä 0s
Alphabet’s New Model & Novo’s Lawsuit
A new Gemini model is out and the AI world isn’t impressed. But is this Alphabet knowing its business better than anyone else or a loss of the company’s magic? Plus, we discuss Novo Nordisk suing Eli ...
22 Heinä 0s
Capital Market Earnings Crashout
Shares of capital market company MSCI and credit rating agency Equifax both posted double digit declines after posting earnings that were…ok? Matt, Lou, and Tyler dive into what went right and wrong i...
21 Heinä 0s
Chinese AI Just Made History
Spain is the new soccer world champ, but Kalshi was also a winner from the World Cup as it added three million new users. On today’s show, Jon, Matt, and Rachel discuss the state of the predictions ma...
20 Heinä 0s
The Old Software Moat Is Dead — How to Spot the Enterprise AI Companies That Are Actually Winning
Most companies say they're doing AI. A surprising number are doing very little — and a Chief AI Officer at one of the world's largest automation platforms has the receipts to prove it. Motley Fool ana...
19 Heinä 25min
The Truth About Spending in Retirement and Why It’s Good News
Knowing how much income you’ll need in retirement is a key variable in determining how much you need to have saved before you stop working. But what many people believe about how spending progresses o...
18 Heinä 13min
Tech Hits a Wall & Netflix Plunges
Tech stocks have dropped this week as earnings have given investors reason for concern. IBM left a lot to be desired and Netflix dragged on the market as well. We make sense of it all and give you the...
17 Heinä 41min
