S&P 500: New Highs, Same Valuation Questions
Motley Fool Money24 Tammi 2025

S&P 500: New Highs, Same Valuation Questions

At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence. (00:44) Jason Moser and Asit Sharma discuss: - The S&P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it. - Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech. - Fantastic earnings reports from Netflix, GE Aerospace, and Twilio. (19:03) Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders. AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep (32:30) Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin. Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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2026: The Year of the Mega IPOs?

2026: The Year of the Mega IPOs?

It only took us a couple of weeks into 2026, but it appears this year is shaping up to be the year that many of the largest private companies finally go public. It could start sooner than expected as ...

22 Tammi 19min

The Good, The Bad, and the Unknown at Netflix

The Good, The Bad, and the Unknown at Netflix

Netflix reported earnings and results were solid, but guidance left investors wanting more. We discuss what we saw and why Netflix went all-cash for its Warner Bros Discovery bid. We also touch on the...

21 Tammi 22min

The Fast Casual Comeback Tour

The Fast Casual Comeback Tour

Fast casual restaurant stocks were hit hard over the past year, but many have snapped back over the past month. In today’s episode of Motley Fool Money, Emily Flippen is joined by Fool analysts Sanmee...

20 Tammi 22min

TSM or NVDA: Who Ya Got?

TSM or NVDA: Who Ya Got?

Last week, Taiwan Semiconductor (NYSE: TM) put up stellar fourth-quarter numbers, signaling that we've yet to reach peak AI demand. Are we in for another banner year in 2026? Jason Hall, Travis Hoi...

19 Tammi 26min

Interview with Redwire CEO Peter Cannito

Interview with Redwire CEO Peter Cannito

Peter Cannito is the Chairman and CEO of Redwire, a space infrastructure and services company. Motley Fool contributor Lou Whiteman talks with Cannito about the business of space and the business of R...

18 Tammi 20min

What to Know About a Stock’s Workforce

What to Know About a Stock’s Workforce

The largest expense for most companies is labor, so how a company chooses, manages, and pays its workforce can be a crucial consideration when evaluating it as an investment. Robert Brokamp discusses ...

17 Tammi 20min

Will Netflix Go All-Cash for WBD?

Will Netflix Go All-Cash for WBD?

Netflix may be forced to offer all cash for WBD if the cable assets being spun off doesn’t have the value Netflix thought they did. But is that something Netflix will do and what are the risks? We bre...

16 Tammi 42min

Bank Profits Rise Amid Credit Card Uncertainty

Bank Profits Rise Amid Credit Card Uncertainty

Matt Frankel, Tyler Crowe, and Jon Quast discuss: - Earnings from six of the largest U.S. banks - The president's proposed cap on credit card interest rates - Stocks on our radar Companies discu...

15 Tammi 22min

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