Can These Three 2025 Losers Turn It Around?

Can These Three 2025 Losers Turn It Around?

We look back to look forward and predict whether three of 2025's biggest disappointments can turn it around in 2026. Can Super Micro Computer (NASDAQ: SMCI), Lululemon (NASDAQ: LULU), and Nike (NYSE: NKE) get back to beating the market? Tom King, Travis Hoium, and Tim Beyers discuss: - How losing faith with auditors cost Supermicro. - Whether fashion trends favor Lululemon. - The 2026 challenges facing Nike CEO Elliott Hill. Companies discussed: SMCI, LULU, NKE Host: Tim Beyers Guests: Tom King, Travis Hoium Producer: Anand Chokkavelu 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

Episoder(2110)

The Week Growth Wasn’t Enough For Wall Street

The Week Growth Wasn’t Enough For Wall Street

We saw a rush of earnings reports this week and while results looked solid, stocks often cratered on fear of AI and disruption. We discuss our takeaways and where there may be value for investors. The...

13 Feb 42min

Shopify’s Whiplash Day

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It looked like Shopify’s stock was headed for a great day when it reported earnings, only for the stock to give up all its gains and then some when management started talking on the conference call. T...

12 Feb 24min

Subscription Prices Are Going Up Again

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Subscription prices are going up across the board and that may be the norm for the foreseeable future. Then we discuss the state of retail spending and why Unity’s stock dropped 30% on fear AI will di...

11 Feb 16min

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In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Toby Bordelon to break down earnings from three of the most volatile Rule-Breaking stocks out there. Th...

10 Feb 23min

AI Capex Is Off the Charts: Who Stands to Lose?

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 Feb 26min

2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

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 Feb 24min

Take Control of Your Cash Flow, and Energy Stocks on Fire

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 Feb 21min

Big Tech’s $650 Billion Bet on AI

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 Feb 42min

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