Semiconductors 101

Semiconductors 101

Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work. Jason Moser and John Rotonti dig into one of the most important industries in the world and discuss: - The semiconductor value chain - Geopolitical risks (and opportunities) and the industry's cyclicality - Implications of the CHIPS Act - One critical chipmaker that’s cheaper than the S&P 500 Companies mentioned: NVDA, CDNS, SNPS, ASML, LRCX, AMAT, TOELY, ASML, TER, INTC, TSM, SSNLF, AMD, QCOM, KLAC Host: Jason Moser Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

Paramount has won the bidding war for Warner Bros. Discovery, but it was Netflix stock that soared on the news. We cover the latest in buyout news and give some ideas for more companies that should be...

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NVIDIA Posts Earnings. Wall Street Says “That’s It?”

NVIDIA Posts Earnings. Wall Street Says “That’s It?”

NVIDIA has been the belle of the quarterly earnings ball for quite some time. Investors have been waiting to see how much NIVIDA beat earnings estimates. Even though earnings did beat expectations, th...

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Who Pays for PayPal?

Who Pays for PayPal?

The market is buzzing with rumors of companies interested in buying Paypal. We look into whether there’s fire behind the smoke. We also cover earnings from Axon and Cava. Travis Hoium, Lou Whiteman...

25 Helmi 20min

Party Like it’s 2027

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Why does the shortest month of the year sometimes feel like the longest? Today on Motley Fool Money, Rick Munarriz and fellow analysts Jason Hall and Travis Hoium, dive into stocks that they are willi...

24 Helmi 18min

Disruption Stories: The 2 Stocks Our Analysts Think Could Be Most At Risk

Disruption Stories: The 2 Stocks Our Analysts Think Could Be Most At Risk

We look back at stories of companies that were disrupted -- Siebel Systems and Apple (NASDAQ: AAPL( -- to better understand how disruption emerges and whether history can be a guide for disruption dur...

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How to Spot Winning Innovation

How to Spot Winning Innovation

What’s the key to successful and enduring innovation? Motley Fool contributor Rachel Warren talks with innovation consultant Lorraine Marchand, author of No Fear, No Failure, about the "Five Cs" of in...

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Investment Accounts for Kids

Investment Accounts for Kids

One of the most powerful gifts you can give a child is a head start on building wealth. Plus, it gives you the opportunity to teach the next generation all about the ups and downs of investing – in re...

21 Helmi 22min

Tariffs News & Markets in Chaos

Tariffs News & Markets in Chaos

President Trump’s tariffs have been overturned, throwing the market into even more chaos in 2026. We discuss our initial thoughts and go through Doordash’s results and what new technologies we think a...

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