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(2128)

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: ...

29 Des 202520min

Interview with NYU Professor Vasant Dhar: Thinking With Machines

Interview with NYU Professor Vasant Dhar: Thinking With Machines

NYU Professor of Business Vasant Dhar is a pioneer in the field of artificial intelligence. He’s the host of the Brave New World podcast, and author of the new book, Thinking with Machines: The Brave ...

28 Des 202522min

What Great Investors Do

What Great Investors Do

William Green is the author of “Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life.” Green also hosts a podcast with the same title. In this replay of an interview from...

27 Des 202549min

The Most Shocking Stories of 2025

The Most Shocking Stories of 2025

Do you remember all of the surprises investors got in 2025? We had tariffs, AI upheaval, and even gold having a great year. We discuss all of it. Travis Hoium, Lou Whiteman, and Emily Flippen discu...

26 Des 202542min

Our Stock Market Naughty and Nice List

Our Stock Market Naughty and Nice List

We’re making a list and checking it twice. There have been nice companies and great CEOs in 2025 but there have also been some duds. We discuss the stocks on each list and end with going shopping for ...

24 Des 202516min

 Economic Data Catch-Up

Economic Data Catch-Up

Emily Flippen is joined by Jason Hall and Jeff Santoro to sort through the first real wave of economic releases since the government shutdown, and discuss what investors should do when data comes with...

23 Des 202520min

Can These Three 2025 Winners Keep Winning?

Can These Three 2025 Winners Keep Winning?

We look back to look forward and predict whether three of 2025's biggest winners can keep winning in 2026. Can Micron Technology (NASDAQ: MU), Robinhood Markets (NASDAQ: HOOD), and Newmont Corp (NYSE:...

22 Des 202524min

Interview with MichaelAaron Flicker: Hacking the Human Mind

Interview with MichaelAaron Flicker: Hacking the Human Mind

MIchaelAaron Flicker is the co-author of Hacking The Human Mind: The Behavioral Science Secrets Behind 17 of the World’s Best Brands.  Motley Fool contributor Rich Lumelleau and Motley Fool Head of S...

21 Des 202527min

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