TSM or NVDA: Who Ya Got?

TSM or NVDA: Who Ya Got?

Last week, Taiwan Semiconductor (NYSE: TM) put up stellar fourth-quarter numbers, signaling that we've yet to reach peak AI demand. Are we in for another banner year in 2026? Jason Hall, Travis Hoium, and Tim Beyers discuss: - TSM's spectacular Q4 and capex spending plan. - Which company tops the AI value chain: TSM or NVDA. - Good corporate citizens in a nod to companies that exhibit the values espoused by Dr. Martin Luther King Jr., whom we honor today. Don’t wait! 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: TSM, NVDA, SBGSY, HPE, HPQ Host: Tim Beyers Guests: Jason Hall, Travis Hoium Producer: Anand Chokkavelu Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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Why Alphabet is the Winner from Anthropic’s Incredible Growth

Why Alphabet is the Winner from Anthropic’s Incredible Growth

Anthropic has tripled revenue in the first three months of 2026, but the biggest beneficiary may be Alphabet. The company owns 14% of Anthropic and the AI startup is buying the company’s TPUs and usin...

8 Apr 18min

Breaking Down Jamie Dimon’s Investing Letter

Breaking Down Jamie Dimon’s Investing Letter

Reading Jamie Dimon’s annual letter to shareholders is one of those calendar events. For those who haven’t had time to read it, we broke down some of the big takeaways from the letter as well as pushe...

7 Apr 24min

Smooth Investing When the Ride is Bumpy

Smooth Investing When the Ride is Bumpy

Description: The Motley Fool Hidden Gems team takes a listener question about diversification, acknowledging the volatility in the stock market as well as why diversification is a winning strategy for...

6 Apr 25min

The Secret to Out-Innovating the Competition: Inside the Tesla Playbook

The Secret to Out-Innovating the Competition: Inside the Tesla Playbook

What’s the secret to out-innovating the competition? Former Tesla President Jon McNeill joins the show to discuss his new book, The Algorithm: The Hypergrowth Formula that Transformed Tesla, Lululemon...

5 Apr 26min

Which Types of Investments Should You Own and Where Should You Own Them

Which Types of Investments Should You Own and Where Should You Own Them

It’s Month 4 of our financial planning challenge, which we’re calling “A Year Well-Planned.” This month, Fools Robert Brokamp and Stephanie Marini discuss the different ways to invest in stocks, bonds...

4 Apr 33min

A $2 Trillion IPO & the Space Economy

A $2 Trillion IPO & the Space Economy

Oil has soared to $110 per barrel, but hasn’t hit the economy yet. We discuss why and than get to the hottest IPO ever, SpaceX, and what the future of the space economy might look like. Travis Hoiu...

3 Apr 42min

“Alexa, Let’s Go to Outer Space”

“Alexa, Let’s Go to Outer Space”

On the heels of the Artemis II launch and SpaceX’s confidential filing to go public, Amazon is reportedly looking to acquire Globalstar as it works on its own satellite internet ambitions. Our analyst...

2 Apr 21min

Oracle Lays Off 30,000 and Nike Falls Flat Once Again

Oracle Lays Off 30,000 and Nike Falls Flat Once Again

OpenAI announced a $122 billion capital raise and the market barely blinked. But this may indicate bigger challenges ahead for the AI giant. Then we discuss Nike’s disappointing earnings and why Oracl...

1 Apr 22min

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