AI Capex Is Off the Charts: Who Stands to Lose?
Big Tech spending on equipment and AI appears to be close to $400 billion over the four quarters alone. Are there losers outside the free-spending tech titans? Jason Hall and Travis Hoium join Tim Bey...
9 Helmi 26min
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years
Motley Fool co-founder and CEO Tom Gardner talks about separating AI contenders from pretenders, his two favorite market indicators, and lessons from the dot-com bubble. Plus, Tom shares six stock ide...
8 Helmi 24min
Take Control of Your Cash Flow, and Energy Stocks on Fire
Certified Financial Planner Stephanie Marini joins Robert Brokamp for this month’s installment of the 2026 Financial Planning Challenge. Stephanie and Bro (Robert’s nickname at The Motley Fool) explai...
7 Helmi 21min
Big Tech’s $650 Billion Bet on AI
What’s a few hundred billion dollars in capex spending among friends? When it comes to big tech, the numbers have gotten astronomical and there’s both enthusiasm and fear about this much spending, so ...
6 Helmi 42min
Did Anthropic Just Give Investors Another “DeepSeek Moment?”
Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of the market’s reaction to DeepSeek in 2025 – a Chines...
5 Helmi 22min
Disney Has Its CEO
Disney has hired a new CEO with Josh D’Amaro taking over for Bob Iger in March. We discuss Iger’s legacy, where D’Amaro will take Disney, and why the company may be setup for success. Then, we cover C...
4 Helmi 18min
When AI Starts Building the Game
Who is getting disintermediated when AI enters the gaming race? And where does a shakeup in the c-suite leave a new value stock? In today’s episode of Motley Fool Money, host Emily Flippen is joined b...
3 Helmi 20min
Biotech Beat NVIDIA in 2025. Can It Do It Again?
Big pharma and biotech take the earnings stage this week with reports from Eli Lilly (NYSE: LLNY) and Novo Nordisk (NYSE: NVO) leading the lineup. Will they help the industry once again outperform AI ...
2 Helmi 24min
