Surprisingly Strong Q1, Stocks To Watch, Bezos' Next Move

Surprisingly Strong Q1, Stocks To Watch, Bezos' Next Move

The Nasdaq rose 17% in the 1st quarter, but we're not popping champagne just yet. (0:21) Ron Gross and Matt Argersinger discuss: - New inflation data and real estate concerns in Silicon Valley - Why they're watching company margins and guidance updates over the next few weeks - Disney shutting down its metaverse division - Lululemon's (unsurprising) write-down of Mirror - The latest from Walgreens, RH, and McCormick (19:11) Brad Stone, head of Bloomberg's global tech coverage, weighs in on the state of affairs at Amazon, whether Jeff Bezos will return as CEO, and what to watch in the growing industry of AI and ChatGPT. (32:40) Matt and Ron discuss Moderna's prospects, Pepsi's new logo, and share two stocks on their radar: ERP Properties and Wesco International. To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest. Stocks discussed: DIS, META, LULU, WBA, RH, MKC, AMZN, GOOG, MRNA, PEP, EPR, WCC Host: Chris Hill Guests: Ron Gross, Matt Argersinger, Brad Stone Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2146)

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

Did Anthropic Just Give Investors Another “DeepSeek Moment?”

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 Feb 22min

Disney Has Its CEO

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 Feb 18min

When AI Starts Building the Game

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 Feb 20min

Biotech Beat NVIDIA in 2025. Can It Do It Again?

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 Feb 24min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
utbytte
rss-sunn-okonomi
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
liberal-halvtime
lederpodden
rss-markedspuls-2
okonomiamatorene
rss-politisk-preik