AI, Superman, and Solar’s Kryptonite
Motley Fool Money11 Heinä 2025

AI, Superman, and Solar’s Kryptonite

Oh yes, we’re talking all kinds of stocks! (00:21) Jason Hall and Matt Frankel discuss: - AI stocks in the data center space (including CoreWeave) - Winners and losers in energy and solar from the Big Beautiful Bill. - With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix (19:11) Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent’s deals with customers like Netflix and Meta Platforms work and what keeps him up at night. (32:39) Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar. Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(2095)

Interview with NYU Professor Vasant Dhar: Thinking With Machines

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What Great Investors Do

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The Most Shocking Stories of 2025

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26 Joulu 202542min

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We’re making a list and checking it twice. There have been nice companies and great CEOs in 2025 but there have also been some duds. We discuss the stocks on each list and end with going shopping for ...

24 Joulu 202516min

 Economic Data Catch-Up

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Emily Flippen is joined by Jason Hall and Jeff Santoro to sort through the first real wave of economic releases since the government shutdown, and discuss what investors should do when data comes with...

23 Joulu 202520min

Can These Three 2025 Winners Keep Winning?

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We look back to look forward and predict whether three of 2025's biggest winners can keep winning in 2026. Can Micron Technology (NASDAQ: MU), Robinhood Markets (NASDAQ: HOOD), and Newmont Corp (NYSE:...

22 Joulu 202524min

Interview with MichaelAaron Flicker: Hacking the Human Mind

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MIchaelAaron Flicker is the co-author of Hacking The Human Mind: The Behavioral Science Secrets Behind 17 of the World’s Best Brands.  Motley Fool contributor Rich Lumelleau and Motley Fool Head of S...

21 Joulu 202527min

How to Review and Rebalance Your Portfolio

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It’s almost 2026, and soon you’ll be receiving your year-end statements for all your investment accounts. You’ll also hear a lot of advice about reviewing and rebalancing your portfolio in January. Ro...

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