Motley Fool Hidden Gems Investing30 Okt 2025

Alphabet Soars While Meta Sinks

2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far, the market has responded well to these announcements. Except today when Meta announced the most ambitious AI capital spending plan of the Magnificent 7 companies and the market blinked. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Meta’s ambitious spending plan sending the stock down -Microsoft’s and Alphabet’s earnings and outlook getting mixed reviews -One year without Brian Niccol at Chipotle -One year with Brian Niccol at Starbucks Companies discussed: META, GOOG, MSFT, CMG, SBUX, AMZN 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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(2346)

The Man Who Built the Apple Store Never Tried to Sell You Anything

Most people assume Apple's retail dominance comes from great products. Ron Johnson, the man who actually built the Apple Store alongside Steve Jobs, says that's only half the story. Motley Fool host...

27 Sep 26min

Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and More

Host Robert Brokamp is joined by Motley Fool contributor Dan Caplinger to answer financial planning questions sent in from listeners, including:-Is it better to invest in Treasury bills directly or th...

26 Sep 25min

Mark Zuckerberg’s Second Act?

Meta had a big week as Muse continues to be the hottest product in AI and Meta Connect introduced new glasses, a VR headset, and a charm all powered by Muse. But is this another AI flash in the pan or...

25 Sep 40min

Oracle Calls Force Majeure Already?

Two years into a four year plan to build a massive data center in New Mexico, Oracle is already claiming force majeure. The company announced it would not be on the hook for payments should the projec...

24 Sep 26min

Musings About the Agentic Future

Muse has driven Meta Platforms to a nearly $2 trillion valuation and has captured the market’s attention. But how will Meta make money from Muse and who will the other winners in the industry be? Plus...

23 Sep 22min

The Looming Constraint of the Space Industry

Space, the final (investing) frontier? Space stocks have garnered copious amounts of investor attention as of late, and much of the success of the space economy hinges on a small handful of rocket com...

22 Sep 23min

Diesel’s All-Time High

The price of diesel fuel is at an all-time high, creating challenges for the economy as it fuels inflation. Jon, Tyler, and Matt discuss why it’s hard to get prices down, as well as how everyday consu...

21 Sep 25min

Harvard's Judgment Professor: The Curse of Optionality, and the One Habit That Builds Better Judgment

Why do the most credentialed people on earth — the ones who checked every box, Stanford, Goldman, KKR, Harvard Business School — end up making the safest, most probable choices of their lives? In Part...

20 Sep 31min