Walmart's Tech, One Activist's Fight

Walmart's Tech, One Activist's Fight

Walmart isn't the first company that comes to mind when thinking about technology platforms, but that's not stopping the retailer from expanding. (0:21) Emily Flippen discusses: - Nelson Peltz and Trian Fund Management pushing for a seat on Disney's board - Why Peltz is "a day late and a dollar short" - Salesforce partnering up with Walmart (11:30) Ricky Mulvey talks with Jamie Harris, CFO of freight booking company RXO, about what his business saw during the holidays and how RXO is disrupting a surprising industry. Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: DIS, NKE, WMT, CRM, RXO Host: Chris Hill Guest: Emily Flippen, Jamie Harris Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2273)

Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines

Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines

The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost always there before the collapse. Motley Fool analyst Rachel...

26 Jul 0s

The Father of the 4% Rule Says Retirees Can Take Out Much More

The Father of the 4% Rule Says Retirees Can Take Out Much More

William Bengen established 4% as the safe withdrawal rate more than 30 years ago. But in subsequent research, he has concluded that 4% is likely much too low. That research is thoroughly explained in ...

25 Jul 0s

What Alphabet’s Stock Drop Tells Us About the Market Today

What Alphabet’s Stock Drop Tells Us About the Market Today

Alphabet’s stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what that means for big tech, neoclouds, and the entire supply cha...

24 Jul 0s

Mag 7 Starts Burning Cash (for Real)

Mag 7 Starts Burning Cash (for Real)

Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results were different in many ways, there was one common theme that sp...

23 Jul 0s

Alphabet’s New Model & Novo’s Lawsuit

Alphabet’s New Model & Novo’s Lawsuit

A new Gemini model is out and the AI world isn’t impressed. But is this Alphabet knowing its business better than anyone else or a loss of the company’s magic? Plus, we discuss Novo Nordisk suing Eli ...

22 Jul 0s

Capital Market Earnings Crashout

Capital Market Earnings Crashout

Shares of capital market company MSCI and credit rating agency Equifax both posted double digit declines after posting earnings that were…ok? Matt, Lou, and Tyler dive into what went right and wrong i...

21 Jul 0s

Chinese AI Just Made History

Chinese AI Just Made History

Spain is the new soccer world champ, but Kalshi was also a winner from the World Cup as it added three million new users. On today’s show, Jon, Matt, and Rachel discuss the state of the predictions ma...

20 Jul 0s

The Old Software Moat Is Dead — How to Spot the Enterprise AI Companies That Are Actually Winning

The Old Software Moat Is Dead — How to Spot the Enterprise AI Companies That Are Actually Winning

Most companies say they're doing AI. A surprising number are doing very little — and a Chief AI Officer at one of the world's largest automation platforms has the receipts to prove it. Motley Fool ana...

19 Jul 25min

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