Motley Fool Hidden Gems Investing31 Loka 2025

Big Tech Breaks the Bank for AI

Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play “Trick or Treat” and discuss the stocks on our radar. Travis Hoium, Lou Whiteman, and Asit Sharma discuss: - Alphabet’s big cloud quarter - Meta’s AI questions - Amazon and AWS growth - Netflix’s surprising stock split Companies discussed: Nike (NKE), On Holding (ONON), Alphabet (GOOG), Meta (META), Netflix (NFLX), Coinbase (COIN), Microsoft (MSFT), Chipotle (CMG). Host: Travis Hoium Guests: Lou Whiteman, Asit Sharma Engineer: Dan Boyd Disclosure: 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. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

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Nike’s Fall, Netflix Growth, and What We Learned in Q3

We discuss what we’ve learned about the economy and markets through the first three quarters of 2026. Then we turn to Nike’s latest quarter (which was terrible), Netflix’s growth concerns, and we play...

2 Loka 39min

Private Assets Are Coming to Your Portfolio…Be Ready

For years, Wall Street has wanted to be able to sell private assets to more individual investors. This week, the Securities and Exchange Commission just made some major rule changes that could make it...

1 Loka 27min

The Dots Are Here!

OpenAI introduced Dots yesterday following Meta’s Muse becoming a smash hit over the past month. But is this a desperate attempt to stay relevant or a breakthrough in AI? We discuss that and cover Ant...

30 Syys 20min

Airlines are All-In on Premium Seating

If it was just one airline, it would be an outlier, but the entire airline industry is moving towards premiumization of the cabin. Alaska Airlines was the most recent company to announce that it is in...

29 Syys 22min

When $150 Billion Looks Small

Sure, when NVIDIA announced that its board of directors had approved the largest share repurchase authorization in the market’s history, it was going to make some headlines. But does that number reall...

28 Syys 23min

The Man Who Built the Apple Store Never Tried to Sell You Anything

Most people assume Apple's retail dominance comes from great products. Ron Johnson, the man who actually built the Apple Store alongside Steve Jobs, says that's only half the story. Motley Fool host...

27 Syys 26min

Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and More

Host Robert Brokamp is joined by Motley Fool contributor Dan Caplinger to answer financial planning questions sent in from listeners, including:-Is it better to invest in Treasury bills directly or th...

26 Syys 25min

Mark Zuckerberg’s Second Act?

Meta had a big week as Muse continues to be the hottest product in AI and Meta Connect introduced new glasses, a VR headset, and a charm all powered by Muse. But is this another AI flash in the pan or...

25 Syys 40min