2024: Top-Heavy, AI-Fueled, Supply-Constrained

2024: Top-Heavy, AI-Fueled, Supply-Constrained

It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals might be. (00:21) Jason Moser and Matt Argersinger discuss: - Why the market is up, but top-heavy in 2024, and the types of stocks currently trading at a discount to big tech. - Four defining themes of the year so far: AI, interest rates, next-gen tech, and the pivot to value for consumers. - The state of real estate, and why low supply means prices may stay high in residential for a long time, even in spite of high rates. (31:01) Matt and Jason break down two stocks on their radar: ABM Industries and Rubrik. Stocks discussed: NVDA, MSFT, AAPL, ABM, RBRK Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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Motley Fool Money: 08.12.2011

Motley Fool Money: 08.12.2011

The stock market closes a volatile week on a positive note.  Retailers report stronger-than-expected numbers for July.  Bank of America attempts to reassure investors. Warren Buffett issues a AAAA rat...

12 Aug 201139min

Motley Fool Money: 08.05.2011

Motley Fool Money: 08.05.2011

The government reports better-than-expected employment numbers but the stock market volatility continues.  Our analysts talk about Mr. Market's wild week and delve into the latest earnings from Boston...

5 Aug 201139min

Motley Fool Money: 07.29.2011

Motley Fool Money: 07.29.2011

The government reports weaker-than-expected economic growth. The debt ceiling drama continues.  Amazon, Starbucks, and Whole Foods serve up big earnings. And Dunkin' Brands serves up a hot IPO.  Our a...

29 Juli 201139min

Motley Fool Money: 07.22.2011

Motley Fool Money: 07.22.2011

What will Apple do for an encore? What does the Greek bailout mean for the future of the EU?  Should investors take stock in Coke or Pepsi?  Our analysts tackle those questions and delve into earnings...

22 Juli 201139min

Motley Fool Money: 07.15.2011

Motley Fool Money: 07.15.2011

Our analysts explain why they're bullish on Adidas and Lumber Liquidators, why they're bearish on Pandora and Tesla, and why they're conflicted over Amazon.com, Chipotle, and a Chinese online dating s...

15 Juli 201139min

Motley Fool Money: 07.08.2011

Motley Fool Money: 07.08.2011

Stocks fall on a bad jobs report.  Warren Buffett bets on the U.S. economy. Target brings home the groceries.  Facebook launches video chat. And Hulu entertains suitors.  Our analysts discuss those st...

8 Juli 201139min

Motley Fool Money: 07 01 2011

Motley Fool Money: 07 01 2011

Our mid-year review! We’ve got the big stories from the 1st half of 2011 and what lies ahead for investors in the 2nd half. We’ve got business and non-business predictions, and tips to help you declar...

1 Juli 201139min

Motley Fool Money: 06.24.2011

Motley Fool Money: 06.24.2011

Greece wrestles with a new bailout.  Oil prices tumble.  Facebook makes a new friend.  And Harry Potter gets his own business.   Our analysts discuss those stories and share some stocks on their radar...

24 Juni 201139min

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