Markets Love Certainty

Markets Love Certainty

Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week. (00:20) Asit Sharma and Dylan Lewis discuss: - The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies. - Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange. - Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon. - Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound. Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO Host: Dylan Lewis Guests: Asit Sharma Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2380)

Financial Horror Stories, Vol. 5: The All-Monster Edition

Financial Horror Stories, Vol. 5: The All-Monster Edition

The witching hour approaches! For the fifth consecutive year, Motley Fool financial planning expert Robert Brokamp joined Motley Fool co-founder David Gardner on his Rule Breaker Investing podcast to ...

31 Okt 56min

Is Wall Street Turning on AI?

Is Wall Street Turning on AI?

Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure comm...

30 Okt 40min

Alphabet Almost Sets a Record No One Wants

Alphabet Almost Sets a Record No One Wants

Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better rec...

29 Okt 24min

Is Robinhood Stock Too Expensive?

Is Robinhood Stock Too Expensive?

Robinhood's growth is slowing, but new products and subscription revenue could offer a path forward. Oracle is diversifying beyond Nvidia as competition in AI chips heats up. Meanwhile, Microsoft's la...

28 Okt 18min

SoFi’s Earnings Shine While PayPal & Boeing’s Earnings Look “Meh”

SoFi’s Earnings Shine While PayPal & Boeing’s Earnings Look “Meh”

When a bank’s earnings cause the stock to pop more than 15%, then something definitely went right. At least that is what appears to have happened at SoFi this most recent quarter thanks to an earnings...

27 Okt 23min

Anthropic’s $500 Billion Question

Anthropic’s $500 Billion Question

Anthropic's highly anticipated IPO filing reveals explosive growth, surprisingly strong financials, and nearly $500 billion in future AI computing commitments. Meanwhile, Meta looks to raise $95 billi...

26 Okt 19min

America's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street

America's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street

The wealthiest people in America aren't who you think they are. Together, they have more net worth than the Forbes 400 by a factor of ten — and almost no one has heard of them. Motley Fool analyst Rac...

25 Okt 25min

When to Contribute or Convert to a Roth Account

When to Contribute or Convert to a Roth Account

There’s an old saying about investing: It’s not what you make, it’s what you keep. Because you aren’t the only owner of your portfolio; you have a co-owner named Uncle Sam, and he eventually will want...

24 Okt 23min

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