Is The Stock Market In Bubble Territory?
Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASML’s earnings, and a surprising report from Johnson & Johnson. (00:21) Travis Hoium, Lou Whiteman, and...
16 Juli 202518min
Bold Earning Season Predictions
Get excited…today is the first day of earnings season! (00:21) Anand Chokkavelu, Emily Flippen, Jason Hall, and Jose Najarro discuss: - Inflation ticks up - NVIDIA and semiconductors get a Chin...
15 Juli 202521min
Can Toast Thrive in the Restaurant Renaissance?
Despite inflation concerns and tariff uncertainty, restaurants are busier than ever. Can it continue? Tim Beyers and Rick Munarriz discuss: - Surprisingly good data from the Restaurant Performance...
14 Juli 202523min
Data Scientist Hilary Mason on AI and the Future of Fiction
A view from the intersection of AI and creators. Rich Lumelleau and Data Scientist Hilary Mason discuss: - How her company Hidden Door uses generative AI to turn any work of fiction into an online...
13 Juli 202518min
Tom Gardner: A Message to All Investors
Motley Fool co-founder and CEO Tom Gardner shares some investing insights on the current market, investments to avoid, and a motley array of investing topics: - Investments to Avoid - Motley Fool ...
12 Juli 202526min
AI, Superman, and Solar’s Kryptonite
Oh yes, we’re talking all kinds of stocks! (00:21) Jason Hall and Matt Frankel discuss: - AI stocks in the data center space (including CoreWeave) - Winners and losers in energy and solar from th...
11 Juli 202542min
Taiwan Semi’s $100 billion plan and housing is hot!
Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go shopping. Tyler Crowe and Matt Frankel discuss: ...
10 Juli 202522min
Starbucks' China Challenge and Decoding Meta's AI Push
Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI. Jason Moser and Lou Whiteman discuss: - Starbucks' move to sell part of its China bus...
9 Juli 202520min
