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: 05.22.2009

Motley Fool Money: 05.22.2009

Uncle Sam seizes and sells Florida’s BankUnited. The dollar continues its decline. And the SEC takes a closer look at just how, exactly, Bernie made off with billions. In this week’s Motley Fool Money...

22 Maj 200917min

Motley Fool Money: 05.08.2009

Motley Fool Money: 05.08.2009

Does Uncle Sam get a passing grade on bank stress tests? Can Amazon’s new Kindle save the newspaper industry? Are McDonald’s new coffee drinks a serious threat to Starbucks? And is Marvel’s Squirrel G...

8 Maj 200922min

Motley Fool Money: 05.01.2009

Motley Fool Money: 05.01.2009

Which stocks can help you inoculate your portfolio against swine flu fears? Should President Obama put the brakes on his criticism of Chrysler’s creditors? How much should investors bank on next week’...

1 Maj 200922min

Motley Fool Money: 04.24.2009

Motley Fool Money: 04.24.2009

Amazon.com, Apple, and Netflix report better than expected earnings. What does the future hold? Will Ford’s earnings drive investors back to the automaker? And when a CEO uses profanity, does that hel...

24 Apr 200926min

Motley Fool Money: 04.09.2009

Motley Fool Money: 04.09.2009

Wells Fargo banks big profits. Amazon.com and Apple face the music. The SEC considers hemming some shorts. And Segway and GM introduce their pet PUMA. On this week’s Motley Fool Money, we tackle those...

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Motley Fool Money: 04.03.2009

Motley Fool Money: 04.03.2009

Unemployment rises to its highest level since 1983. G20 leaders agree to toughen up and pay up. President Obama shows some tough love to US automakers. And rumors swirl that Google may be sweet on Twi...

3 Apr 200918min

Motley Fool Money: 03.27.2009

Motley Fool Money: 03.27.2009

A good week for the stock market, so is it time to pop the champagne? With stocks like Amazon, Netflix, Chipotle and Best Buy on the rise, is now the time to buy? And what does the panel think of Trea...

27 Mars 200917min

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