The Trillion Dollar AI Question

The Trillion Dollar AI Question

AI spending is approaching $1 trillion per year, but will there be a return from that spending. And the crew discusses the latest housing trends and how KPop Demon Hunters could change media. Travis Hoium, Lou Whiteman, and Tim Beyers discuss: - AI capex trends- Housing prices decline- KPop Demon Hunters and Netflix content- We play “Cut Down Day” Companies discussed: NVIDIA (NVDA), Alphabet (GOOG), Axon (AXON), Netflix (NFLX), Amazon (AMZN), Tesla (TSLA), Shopify (SHOP), Meta Platforms (META), Mercado Libre (MELI), Intuitive Surgical (ISGR), Chipotle (CMG), Palantir (PLTR), Aerovironment (AVAV) Host: Travis HoiumGuests: Lou Whiteman,Tim BeyersEngineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

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It’s a Small World After All

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Interview with Zscaler Founder and CEO Jay Chaudhry

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Cloud security company Zscaler has racked up big returns for investors since going public in 2018. Motley Fool co-founder and CEO Tom Gardner, Motley Fool Chief Investment Officer Andy Cross, Motley F...

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The 2026 Financial Planning Challenge

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The first Saturday episode of each month this year, we will focus on a key component of a financial plan – including spending, investing, insurance, retirement planning, estate planning, and taxes. If...

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An Investor’s Guide to 2026

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What does the new year bring to investors? We discussed the AI trade, how the economy is faring, and why commodities may not be place to look for opportunities today. Travis Hoium, Emily Flippen, and ...

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Investing in 2026: A Plan You Can Stick With

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Another profitable year is in the books for investors. Whether you invested in 2025 or are looking to get started, this episode is for you! Our hosts discuss some of the reasons why people struggle to...

1 Tammi 22min

3 Stocks We Love in 2026

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Are you looking for investment opportunities in 2026? So are we and we covered three stocks we love going into the year.Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Why space is worth wat...

31 Joulu 202523min

Oil Glut, Wind Freeze, and Energy Policy in the Year Ahead

Oil Glut, Wind Freeze, and Energy Policy in the Year Ahead

Emily Flippen is joined by Jason Hall and Keith Speights to unpack the biggest energy headlines of the past week and what they could mean for energy investors heading into 2026. How geopolitics an...

30 Joulu 202521min

Can These Three 2025 Losers Turn It Around?

Can These Three 2025 Losers Turn It Around?

We look back to look forward and predict whether three of 2025's biggest disappointments can turn it around in 2026. Can Super Micro Computer (NASDAQ: SMCI), Lululemon (NASDAQ: LULU), and Nike (NYSE: ...

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