Subscribers Drive Spotify and Disney

Subscribers Drive Spotify and Disney

It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead. (00:15) Andy Cross and Matt Argersinger discuss: - Disney’s newfound strength at the box office and in streaming, Spotify’s subscription strength and advertising opportunity, and Shopify’s return to its winning ways. - Why Cava and Instacart are both taking a breather post-earnings - How the macro environment and housing market continues to weigh on activity for Home Depot. (19:04) Robert Brokamp runs through the key numbers investors need to know for their 401ks and IRAs for 2025 and the outlook for taxes and Social Security. (34:35) Andy and Matt break down two stocks on their radar: Nike and Papa John’s. Learn more about the Range Rover Sport at www.landroverusa.com and Get 15% off the Amazfit T-Rex 3 at us.amazefit.com/Fool Stocks discussed: DIS, SPOT, SHOP, CAVA, CART, HD, NKE, PZZA Host: Dylan Lewis Guests: Andy Cross, Matt Argersinger, Robert Brokamp Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2383)

Is Apple Losing Its Memory?

Is Apple Losing Its Memory?

This was the first earnings report for Apple under new CEO John Ternus. Despite the leadership change, there were a lot of similar themes to the time of CEO Tim Cook: supply chain challenges and what ...

3 Nov 23min

Marvell’s Trillion-Dollar Target

Marvell’s Trillion-Dollar Target

Custom silicon company Marvell wants to acquire Lumentum at $115 billion, dwarfing many previous deals in the publicly-traded tech space. Jon, Matt, and Rachel talk about why Marvell is so eager to br...

2 Nov 25min

Three Questions Every Investor Should Ask About Any Management Team Video Draft 28m 45s

Three Questions Every Investor Should Ask About Any Management Team Video Draft 28m 45s

A record number of CEOs have departed for two years running — and it's not because they lacked intelligence or experience. It's because the map they were using became outdated overnight. Motley Fool...

1 Nov 30min

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

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