The Uncertainty-Fueled Market Correction

As Prime Day kicks off, we’re asking the big questions. Emily Flippen is joined by Jason Hall and Dan Caplinger to tackle three timely stories: - Whether 2025’s tariff push is actually “working” (and who’s really paying) - How a U.S. sale of TikTok could reshape social commerce just as Amazon’s big event feels less special - What the Sept. 30 expiration of federal EV tax credits means for demand at Tesla, BYD, Ford, and beyond - Plus, a lightning round of stocks positioned to benefit from these trends Companies discussed: AMZN, PDD, TSLA, BYDDY, F, SYM Host: Emily Flippen, Jason Hall, Dan Caplinger Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

7 Okt 202528min

Asit Sharma, Yasser El-Shimy, and Tim Beyers debate whether the hundreds of billions presently committed to AI infrastructure will pay off for shareholders. Are we in a bubble? Which companies will profit irrespective of what comes next? Asit Sharma, Yasser El-Shimy, and Tim Beyers: - Discuss their views of the AI spending race and three stocks poised to profit regardless. - Make three reckless predictions for the A.I. industry. - Play another game of Faker or Breaker with three recent IPO stocks. Motley Fool Supernova is back! To learn more about the successor to the portfolios that brought Fools 9 years of greater than 21% annualized returns, please navigate to supernovaisback.fool.com. And in the meantime, be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone! Tickers: Companies discussed: BABA, AMD, NET, INTC, TOST Host: Tim Beyers Guests: Asit Sharma, Yasser El-Shimy Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Okt 202530min

What are the biggest mistakes investors make? Motley Fool Chief Investment Officer Andy Cross and analyst Jason Moser talk with Barry Ritholtz, author of How Not to Invest: The ideas, numbers, and behaviors that destroy wealth―and how to avoid them.   Winning the game  Passive vs. active investing  Common mistakes  When to sell Emotions and investing Host: Andy Cross, Jason Moser   Producer: Bart Shannon, Mac Greer Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Okt 202523min

The Federal Reserve is lowering interest rates, which can be good for borrowers but not so good for savers. Robert Brokamp speaks with Brendan Byrnes, managing director of Motley Fool Money (www.fool.com/money), about how to find the highest yields for your cash and how to choose the best credit card for your situation. Also in this week’s episode: -A recent ADP report confirms that we’re in a “no-fire, no-hire” job market-A study puts popular AI tools to an estate-planning test – which came out on top?-Just in time for Halloween season, the S&P 500 has reached a spooky level – how has the classic 60/40 portfolio performed when the market is so richly valued?-The recent government shutdown demonstrates (once again) that everyone should have an emergency fund Tickers discussed: SPY Host: Robert BrokampGuest: Brendan ByrnesEngineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Okt 202523min

We discuss what Apple and Meta Platforms see as the future of tech hardware and whether or not Tesla’s latest delivery boon is a peak for the company. Later in the show, we play over/under before covering the stocks on our radar. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: - Apple’s headset strategy - Tesla’s delivery numbers - Earnings trends to watch - Over/Under Companies discussed: Apple (AAPL), Alphabet (GOOG), NVIDIA (NVDA) MercadoLibre (MELI), Delta (DAL). Host: Travis Hoium Guests: Lou Whiteman, Emily Flippen Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

3 Okt 202542min

In a little less than 10 years, OpenAI has gone from an idea to a half-trillion dollar company, and its ambitions for the next several years are much, much, bigger. Plus, Fair Isaac Corporation is opening a new front in the battle for your credit score and Berkshire Hathaway puts its massive cash pile to use. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - OpenAI becomes a $500 billion company with staggering growth projections - Berkshire Hathaway acquires Occidental Petroleum’s chemical division - Fair Isaac Corporation upends the credit score market - The market’s performance during and after government shutdowns - Stocks on their radar Companies discussed: FRMI, DLR, ORCL, BRK.A, BRK.b, OXY, FICO, EXPN, EFX, TRU, UPST, MELI, ETSY, CW Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Okt 202520min

OpenAI has launched shopping within ChatGPT and this could be a disruptive force to companies like Amazon, Google, Shopify, and Etsy. We discuss who the winners could be and who will be a loser in this agentic shopping world. Travis Hoium, Lou Whiteman and Rachel Warren discuss: - ChatGPT shopping launch - Winners in agentic shopping - Losers in agentic shopping - How big tech will adjust to the new world of commerce Companies discussed: Shopify (SHOP), Etsy (ETSY), Amazon (AMZN), Alphabet (GOOG, GOOGL). Host: Travis Hoium Guests: Lou Whiteman and Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Okt 202525min

American palates are shifting, and investors are starting to take notice. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Sanmeet Deo and Jason Hall to unpack four of the newest Asian food chains looking to expand across the United States The team dives into: - Whether or not Jollibee’s rise is sustainable - The re-emergence of Luckin Coffee and changing consumer tastes - If the experiential dining of Kura Sushi and Haidilao Hot Pot are replicable - Which chain offers investors the best opportunity today Companies discussed: JBFCF, LKNCY, KRUS, HDALF Host: Emily Flippen, Jason Hall, Sanmeet Deo Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Sep 202526min