Small Caps are Back!

Small Caps are Back!

After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run. (00:21) Bill Mann and Jason Moser discuss: - The Russell 2000s unusual spike, and why it’s a mix of good news and bad news. - The Crowdstrike update that grounded planes and the stock this morning, and what it says about cybersecurity overall. - Earnings updates from Netflix, Domino’s, and Five Below. (19:10) Cava CEO Brett Schulman spoke at FoolFest 2024 this week – we air a portion of his conversation with analyst Kirsten Guerra about his company’s stellar performance so far as a publicly traded company, how they’ll get to 1,000 locations and what he puts in his bowl when he visits the restaurant. (33:56) Jason and Bill break down two stocks on their radar: Danaher and Alphabet. Stocks discussed: CRWD, AAPL, META, NFLX, DPZ, FIVE, DHR, GOOGL, GOOG Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Kirsten Guerra, Brett Schulman Engineers: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2183)

Hannah Moore on How to Become a Professional Financial Planner

Hannah Moore on How to Become a Professional Financial Planner

Perhaps, amidst all your reading and podcast-listening about personal finances, you’ve thought to yourself, “I should explore becoming a professional financial planner.” If so, this is the episode for...

11 Apr 26min

AI’s Most Dangerous Moment

AI’s Most Dangerous Moment

The first quarter of 2026 is in the rearview mirror and earnings season begins next week. We discuss what we’re looking for along with the latest in the world of artificial intelligence at the biggest...

10 Apr 42min

Will AI Destroy the Software Industry?

Will AI Destroy the Software Industry?

Matt Frankel, Tyler Crowe, and Jon Quast discuss: Why software stocks are down amid AI concerns The SaaS companies likely to be the most vulnerable Software stocks that could win in an agentic AI...

9 Apr 26min

Why Alphabet is the Winner from Anthropic’s Incredible Growth

Why Alphabet is the Winner from Anthropic’s Incredible Growth

Anthropic has tripled revenue in the first three months of 2026, but the biggest beneficiary may be Alphabet. The company owns 14% of Anthropic and the AI startup is buying the company’s TPUs and usin...

8 Apr 18min

Breaking Down Jamie Dimon’s Investing Letter

Breaking Down Jamie Dimon’s Investing Letter

Reading Jamie Dimon’s annual letter to shareholders is one of those calendar events. For those who haven’t had time to read it, we broke down some of the big takeaways from the letter as well as pushe...

7 Apr 24min

Smooth Investing When the Ride is Bumpy

Smooth Investing When the Ride is Bumpy

Description: The Motley Fool Hidden Gems team takes a listener question about diversification, acknowledging the volatility in the stock market as well as why diversification is a winning strategy for...

6 Apr 25min

The Secret to Out-Innovating the Competition: Inside the Tesla Playbook

The Secret to Out-Innovating the Competition: Inside the Tesla Playbook

What’s the secret to out-innovating the competition? Former Tesla President Jon McNeill joins the show to discuss his new book, The Algorithm: The Hypergrowth Formula that Transformed Tesla, Lululemon...

5 Apr 26min

Which Types of Investments Should You Own and Where Should You Own Them

Which Types of Investments Should You Own and Where Should You Own Them

It’s Month 4 of our financial planning challenge, which we’re calling “A Year Well-Planned.” This month, Fools Robert Brokamp and Stephanie Marini discuss the different ways to invest in stocks, bonds...

4 Apr 33min

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