AI Is Supplying Blowout Earnings…Again
If you’re making a list of the companies delivering better-than-expected earnings results this quarter, then add Cisco and Lumentum to the list. Spending on data centers and other AI infrastructure is...
14 Touko 29min
The Market Just Got a Huge Warning Sign
Costs are going up for consumers and producers, which may not be a trend that stops anytime soon. We discuss what’s driving the increases and how it may eventually cause some shocks in a highly valued...
13 Touko 21min
Move Over, Magnificent 7, There’s a New Stock Basket in Town
One of Wall Street’s favorite hobbies is coming up with catchy nicknames for a group of stocks. Thanks to AI, we have a new one: The “AI 11”. Tyler, Matt, and Travis break down what’s in the AI 11 bas...
12 Touko 27min
What Should Investors Do With the New Wave of IPOs?
Fool contributors Jon, Matt, and Rachel discuss a surprisingly good quarter for an enterprise software company before pivoting to a conversation on hot, upcoming IPOs and how investors should be think...
11 Touko 23min
How to Get Rich in American History
What 300-year-old investing principles still apply today? What can Teddy Roosevelt’s cattle farm disaster teach us about modern stock picking? And could you really buy real estate on the moon? In this...
10 Touko 28min
Maximizing Your 401(k), and Is Retirement Bad for Your Brain?
If you’re like most working Americans, your No. 1 strategy for accumulating enough money to retire is by contributing to a defined-contribution plan such as a 401(k), 403(b), or the federal Thrift Sav...
9 Touko 19min
Elon Musk, Chip Giant?
Elon Musk’s EV and rocket empire may be expanding into chips if recent plans to spend up to $119 billion in new chip fab facilities become reality. We discuss the implications for the industry and Mus...
8 Touko 41min
1 Chip Stock Making Bold Plans
It takes a lot of careful thought and planning to add more semiconductor manufacturing capacity. ARM Holdings has said they’ve seen enough demand that they are getting into the manufacturing business ...
7 Touko 29min
