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

Episoder(2108)

Autonomous Vehicles Hit an Inflection Point & GPT-5 Is Here

Autonomous Vehicles Hit an Inflection Point & GPT-5 Is Here

Autonomous vehicles hit an inflection point, GPT-5 is here, and The Trade Desk drops 38%, plus the stocks on our radar. Companies discussed:.Alphabet (GOOG), Microsoft (MSFT), The Trade Desk (TTD),...

8 Aug 202542min

AppLovin, Airbnb, and More Earnings Surprises

AppLovin, Airbnb, and More Earnings Surprises

Matt Frankel, Tyler Crowe, and Jon Quast discuss: - AppLovin's strong second quarter - Why Airbnb fell on strong earnings - Retail real estate's surprising strength - What we're watching for next ...

7 Aug 202521min

Will the NFL Bring the Magic Back to Disney Stock?

Will the NFL Bring the Magic Back to Disney Stock?

The NFL and Disney have tied themselves more closely together with the NFL getting 10% of ESPN in exchange for the NFL Network, RedZone distribution rights, and more assets. Will it make Disney a winn...

6 Aug 202520min

Compounders Past vs Present

Compounders Past vs Present

From overvalued stocks to outsized returns, some capital compounders keep breaking the mold. Today on Motley Fool Money, Emily Flippen, with analysts Sanmeet Deo and Jason Hall, dig into four mark...

5 Aug 202521min

Consumer Stocks Spotlight: Etsy, Roblox, and Reddit

Consumer Stocks Spotlight: Etsy, Roblox, and Reddit

Does a mixed bag of economic data forecast a good future for businesses that depend on consumer spending? We debate the results! Tim Beyers, Alicia Alfiere, and Tom King discuss: - Quarterly resul...

4 Aug 202522min

The Real Risk

The Real Risk

How can investors separate the signal from the noise? What’s the key to achieving financial freedom? And what’s the real risk investors face?Motley Fool analyst Buck Hartzell and contributor Rich Lume...

3 Aug 202521min

How Much Makes Someone Wealthy, and Why It Pays to Delay Social Security

How Much Makes Someone Wealthy, and Why It Pays to Delay Social Security

More people are claiming Social Security early in 2025. Robert Brokamp speaks with Dr. Michael Finke, a professor at the American College of Financial Services, about why he thinks this is likely a mi...

2 Aug 202522min

The Fed’s Inflation Conundrum & an AI Billionaire Battle Royale

The Fed’s Inflation Conundrum & an AI Billionaire Battle Royale

The Fed’s Inflation Conundrum & an AI Billionaire Battle RoyaleThe Fed kept rates flat this week, Apple and Amazon reported earnings, and we have the biggest names in AI battle it out for supremacy.Tr...

1 Aug 202540min

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