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(2156)

Subscription Prices Are Going Up Again

Subscription Prices Are Going Up Again

Subscription prices are going up across the board and that may be the norm for the foreseeable future. Then we discuss the state of retail spending and why Unity’s stock dropped 30% on fear AI will di...

11 Feb 16min

Rule Breaker Earnings Roundup

Rule Breaker Earnings Roundup

In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Toby Bordelon to break down earnings from three of the most volatile Rule-Breaking stocks out there. Th...

10 Feb 23min

AI Capex Is Off the Charts: Who Stands to Lose?

AI Capex Is Off the Charts: Who Stands to Lose?

Big Tech spending on equipment and AI appears to be close to $400 billion over the four quarters alone. Are there losers outside the free-spending tech titans? Jason Hall and Travis Hoium join Tim Bey...

9 Feb 26min

2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

Motley Fool co-founder and CEO Tom Gardner talks about separating AI contenders from pretenders, his two favorite market indicators, and lessons from the dot-com bubble. Plus, Tom shares six stock ide...

8 Feb 24min

Take Control of Your Cash Flow, and Energy Stocks on Fire

Take Control of Your Cash Flow, and Energy Stocks on Fire

Certified Financial Planner Stephanie Marini joins Robert Brokamp for this month’s installment of the 2026 Financial Planning Challenge. Stephanie and Bro (Robert’s nickname at The Motley Fool) explai...

7 Feb 21min

Big Tech’s $650 Billion Bet on AI

Big Tech’s $650 Billion Bet on AI

What’s a few hundred billion dollars in capex spending among friends? When it comes to big tech, the numbers have gotten astronomical and there’s both enthusiasm and fear about this much spending, so ...

6 Feb 42min

Did Anthropic Just Give Investors Another “DeepSeek Moment?”

Did Anthropic Just Give Investors Another “DeepSeek Moment?”

Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of the market’s reaction to DeepSeek in 2025 – a Chines...

5 Feb 22min

Disney Has Its CEO

Disney Has Its CEO

Disney has hired a new CEO with Josh D’Amaro taking over for Bob Iger in March. We discuss Iger’s legacy, where D’Amaro will take Disney, and why the company may be setup for success. Then, we cover C...

4 Feb 18min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
utbytte
livet-pa-veien-med-jan-erik-larssen
pengesnakk
stormkast-med-valebrokk-stordalen
okonomiamatorene
morgenkaffen-med-finansavisen
liberal-halvtime
tid-er-penger-en-podcast-med-peter-warren
rss-politisk-preik
lederpodden
rss-pa-konto
rss-fa-makro