The $1 Trillion Ad Opportunity

The $1 Trillion Ad Opportunity

Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners? (00:14) David Meier and Dylan Lewis discuss: - The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry. - Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts. - How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure. (17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR Host: Dylan Lewis Guests: David Meier, Asit Sharma, Mary Long Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2114)

First Half Lookback

First Half Lookback

For once, the big tech giants are not driving the market’s returns. (00:21) Motley Fool Senior Analyst, Anthony Schiavone, and Motley Fool Asset Management’s Chief Investment Strategist, Bill Mann,...

4 Jul 202542min

Jobs, Cars, AI and Financial Freedom!

Jobs, Cars, AI and Financial Freedom!

Jobs hold steady, Cloudflare takes a stand on AI and the stocks leading us to financial freedom. Jason Moser and Andy Cross discuss: - The recent jobs report. - What the stress test means for ban...

3 Jul 202523min

Another Big IPO Headed Our Way!

Another Big IPO Headed Our Way!

Figma files for its initial public offering, Amazon ushers in the rise of the machines and Apple noodles its AI strategy. Jason Moser and Lou Whiteman discuss: - Figma's IPO filing and what invest...

2 Jul 202518min

AI-Powered Warfare

AI-Powered Warfare

Aerovironment’s CEO shares insights on the drone company’s game-changing merger and how unmanned systems are revolutionizing modern combat. Andy Cross interviews CEO Wahid Nawabi to discuss: - Mul...

2 Jul 202546min

Nike is Back in the Race

Nike is Back in the Race

Nike stock moves higher after Q4 earnings. Andy Cross and Jason Hall discuss - Why Nike stock rallied after its latest earnings - Also: Home Depot to buy GMS for $5.5 billion - And will F1 the M...

30 Jun 202521min

GitLab CFO on Remote Culture Success, AI Integration

GitLab CFO on Remote Culture Success, AI Integration

Brian Robins is the CFO of GitLab, a DevSecOps platform that supports software innovation. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and AI Engineer Karl Juhl for...

28 Jun 202558min

Amazon Wants More Power

Amazon Wants More Power

Amazon’s latest data center will require the same amount of electricity as one million homes. (00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss: - The data center spending boom...

27 Jun 202542min

Boeing Cruising to New Altitudes?

Boeing Cruising to New Altitudes?

Will innovations from the Paris Air Show be enough to lift airlines to new heights? Tim Beyers and Lou Whiteman discuss: - More AI-fueled earnings from Micron and changes at the Fed? - The Paris ...

26 Jun 202519min

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