The Economic Mood Brightens

The Economic Mood Brightens

Americans are feeling better about the economy. What’s that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why Americans are feeling better about the economy. - The headwinds facing Okta, and fundamentals for long-term investors to watch. - A retail round-up including Abercrombie & Fitch and Pinduoduo. (19:11) Former CEO of Siemens and Alcoa, Klaus Kleinfeld, discusses his book, “Leading to Thrive: Mastering Strategies for Sustainable Success in Business and Life” and finding companies with sustainable competitive advantages. (32:03) David and Asit discuss Southwest implementing baggage fees and two radar stocks: SentinelOne and SoundHound AI. Companies discussed: CRM, INFA, OKTA, ANF, PDD, TJX, BBY, OTC: SIEGY, AA, LUV, SOUN, S Host: Ricky Mulvey Guests: David Meier, Asit Sharma, Klaus Kleinfeld Engineer: Dan Boyd 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

Episoder(2115)

Walmart, Etsy Face Tighter Wallets

Walmart, Etsy Face Tighter Wallets

The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending. (00:21) Asit Sharma and Jason Moser discuss: - Walmart’s approach to tariffs...

21 Feb 202541min

What’s Cooking at Toast

What’s Cooking at Toast

… and why the stock is “nowhere near fully valued.” (00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum...

20 Feb 202531min

The Infrastructure Behind the AI Revolution

The Infrastructure Behind the AI Revolution

If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution. (00:21) David Meier and Ricky Mulvey discuss: - Why Microsoft and Me...

19 Feb 202533min

Apple's Next iPhone and Robotics Future

Apple's Next iPhone and Robotics Future

Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store? (00:21) Jason Moser and Ricky Mulvey discuss: - App...

18 Feb 202531min

The Business of Broadway

The Business of Broadway

There’s a phrase that’s common among those in the theater industry: You can’t make a living, but you can make a killing. Jill Furman is a theatrical producer and winner of multiple Tony awards. She’...

15 Feb 202528min

Valentines Day: Love, Money, and Stocks

Valentines Day: Love, Money, and Stocks

The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine’s Day and for years to come. (00:21) ...

14 Feb 202540min

Cyclical Stocks Cycle

Cyclical Stocks Cycle

Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased. (00:21) Alicia Alfiere joined Ricky Mulvey to discuss: - The expect...

13 Feb 202528min

Musk Applies For New Job

Musk Applies For New Job

Now he wants to run OpenAI. (00:21) Jason Moser and Mary Long discuss: - Elon Musk’s bid for OpenAI - What BYD’s rollout of self-driving technology means for Tesla - Revitalized interest in Upstart’s ...

12 Feb 202528min

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