Can Zoom be More than Zoom?

Can Zoom be More than Zoom?

Zoom is great, but it needs to find something outside video conferencing to get investors and the market excited about where it is going. (00:21) Jason Moser and Dylan Lewis discuss: - Whether AI and expanded offerings can create a next act and growth pillar for Zoom. - Why Lowe’s and Home Depot continue to hold up even as home improvement projects dry up. - The early signs that Target’s focus on loyalty and value are getting customers back in the stores just in time for back to school shopping. Companies discussed: ZM, LOW, HD, TGT, WMT Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2181)

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

A $2 Trillion IPO & the Space Economy

A $2 Trillion IPO & the Space Economy

Oil has soared to $110 per barrel, but hasn’t hit the economy yet. We discuss why and than get to the hottest IPO ever, SpaceX, and what the future of the space economy might look like. Travis Hoiu...

3 Apr 42min

“Alexa, Let’s Go to Outer Space”

“Alexa, Let’s Go to Outer Space”

On the heels of the Artemis II launch and SpaceX’s confidential filing to go public, Amazon is reportedly looking to acquire Globalstar as it works on its own satellite internet ambitions. Our analyst...

2 Apr 21min

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