Shopify: Bull vs. Bear

Shopify: Bull vs. Bear

What's the optimal degree of concentration in your portfolio? (0:25) Jason Moser discusses: - Nvidia warning that 2nd-quarter revenue will be lower than they'd previously guided - Why Nvidia's long-term thesis appears to be intact - A listener's question about whether to sell some winners in his portfolio (12:31) Shopify's down 70% this year. Does the former high-flier have enough of a moat to fend off the likes of Amazon? Ryan Henderson and Jose Najarro join Ricky Mulvey in a bull vs. bear debate over Shopify. Who made the better argument? Vote in our Twitter poll @MotleyFoolMoney Stocks mentioned: NVDA, SHOP, AMZN Host: Chris Hill Guest: Jason Moser, Ryan Henderson, Jose Najarro Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2136)

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

Everything Is a Circle

Everything Is a Circle

A stablecoin stock isn’t so stable; an accessible watch brand looks to lean into luxury. (00:21) Asit Sharma and Mary Long discuss: - The housing market slowdown, and where prices go from here. -...

25 Jun 202522min

Breaking Up is Hard to Do: It's Not Me, It's You

Breaking Up is Hard to Do: It's Not Me, It's You

Novo Nordisk parts ways with Hims & Hers, a financials-related stock to get on your radar and more! Jason Moser and Matt Frankel discuss: - Why Novo Nordisk is parting ways with Hims & Hers. - Wa...

24 Jun 202517min

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