Is This The Beginning Or The End Of OpenAI?
With the dust still not settled, what could be next for Microsoft and OpenAI? (00:13) Bill Barker and Deidre Woollard discuss: - Winners and losers in the OpenAI schism. - If anything will slow the pace of AI. - What former Cruise CEO Kyle Vogt might do next. (17:55) Ryan Severino, chief economist at BentalGreenOak, part of the alternative assets business at Sun Life, talks with Deidre Woollard about the latest in commercial real estate. Companies discussed: MSFT, NVDA, GM, GOOG, GOOGL Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Host: Deidre Woollard Guests: Bill Barker, Ryan Severino Producer: Mary Long Engineers: Dan Boyd, Tim Sparks, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices
20 Marras 202330min
The Einsteins of Our Time
Did Elon Musk break Twitter? Or did Twitter break Elon Musk? Ben Mezrich is the author of “Bringing Down The House,” “The Accidental Billionaires,” “Dumb Money,” and, most recently, “Breaking Twitter: Elon Musk and the Most Controversial Corporate Takeover in History.” Ricky Mulvey caught up with Mezrich to discuss: Twitter’s impact on Musk’s legacy, The philosophies that drive Einstein-esque founders, And the startup working to “de-extinct” the Woolly Mammoth. Tickers discussed: TSLA, META, GME, AMC Host: Ricky Mulvey Guest: Ben Mezrich Producer: Mary Long Engineer: Annie Pope, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
19 Marras 202325min
You Want Chips with That?
Chips – the modern world runs on ‘em. But who are the players that bring these tiny technological wonders into existence? Chris Miller is a Professor at the Fletcher School of Law and Diplomacy at Tufts University and the author of Chip War: The Fight for the World’s Most Critical Technology. Ricky Mulvey caught up with Miller to discuss: The semiconductor supply chain Intel’s turnaround and new focus on foundries How TSMC balances secrecy, transparency, and trust when it comes to intellectual property Tickers discussed: TSMC, SSU, NVDA, AAPL, AMD, INTC, ASML Host: Ricky Mulvey Guest: Chris Miller Producer: Mary Long Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Marras 202323min
“Are We There Yet?”
After boosting the Fed Funds rate 5 percentage points in a year and a half, the central bankers might finally be done with interest rate hikes. (00:21) Jason Moser and Matt Argersinger discuss: - Why the market is cheering recent CPI and labor data, and why it might mean we’ve hit the end of rising rates. - Results from Target, Wal-Mart, and Home Depot and what they say about the state of the consumer. - Warren Buffett’s latest portfolio moves and why it isn’t surprising that he’s been a net seller of stocks recently. (19:11) The New Yorker’s Heidi Blake explains the complicated world of carbon offsets and how incentives can get in the way of the environmental and financial impact they’re intended to bring. Heidi Blake’s New Yorker article The Great Cash Carbon Hustle is available here. (33:49) Jason and Matt break down two stocks on their radar: Rockwell Automation and Vail Resorts. Stocks discussed: TGT, WMT, HD, AAPL, AXP, ROK, MTN Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Heidi Blake, Ricky Mulvey Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices
17 Marras 202340min
About That Guidance
For both Walmart and Cisco, expectations for the future don’t tell the whole story. (00:21) Tim Beyers and Deidre Woollard discuss: - Cisco’s move into the software space. - If AI can improve the meeting experience. - Walmart’s strengths as a global player. (21:29) Ricky Mulvey interviews ACV Auctions Chief Operating Officer, Vikas Mehta on the ever-evolving business of selling used cars. Claim your five free dividend stock ideas here: www.fool.com/dividends Companies discussed: WMT, AMZN, COST, CSCO,ACVA Host: Deidre Woollard Guests: Tim Beyers, Ricky Mulvey, Vikas Mehta Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
16 Marras 202330min
A Burger Turnaround?
Sometimes in this business, you need to get your hands a little greasy. We go hands-on and one-on-one with Red Robin’s CEO to see what they’re cooking up. (00:21) Tim Beyers and Dylan Lewis discuss: - The stunning revelation that Apple earns 36% of Google search revenue from safari as part of their default agreement. - Target’s efficient quarter and product mix decisions for the holiday quarter. - Airbnb’s $200M acquisition ot AI company GamePlanner.AI (16:28) Ricky Mulvey talks with Red Robin CEO GJ Hart about how he’s trying to turn the 54-year-old burger chain into a premier fast casual dining destination. Companies discussed: GOOG, GOOGL, AAPL, TGT, ABNB, RRGB Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, GJ Hart Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
15 Marras 202329min
Inflation Cools Down, Stocks Heat Up
Inflation is closer to the Federal Reserve’s target. Restaurant employment is back to pre-pandemic levels. Maybe the economy is landing softly. (00:21): Ricky Mulvey and Asit Sharma discuss: - What lower inflation means for stock investors. - Sticky housing prices. - Home Depot’s quarter and sales decline. - What softer spend on big-ticket purchases means for Trex. Plus, (13:32) Alison Southwick and Robert Brokamp air some economic grievances discounts, shrink, and dynamic pricing. Companies discussed: HD, TREX, AAPL, COST Stock Advisor discount: www.fool.com/mfmdiscount Hosts: Ricky Mulvey, Alison Southwick Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Marras 202326min
A Happy Monday
Monday.com’s earnings are part of what seems to be a good time to be a tech platform serving other businesses. (00:21) David Meier aand Deidre Woollard discuss: - The evolving climate for business-to-business platforms. - What tech companies need to consider as they hit profitability. - If Monday.com will be the acquirer or the acquired. (19:51) Rob Bates and Deidre Woollard discuss the challenges jewelers face as they roll into their big season. Claim your free five stock recommendations here: www.fool.com/dividends Companies discussed: MDNY, CRM, HUBS, SIG Host: Deidre Woollard Guests: Rob Bates, David Meier Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices
13 Marras 202328min
