Small Caps are Back!

Small Caps are Back!

After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run. (00:21) Bill Mann and Jason Moser discuss: - The Russell 2000s unusual spike, and why it’s a mix of good news and bad news. - The Crowdstrike update that grounded planes and the stock this morning, and what it says about cybersecurity overall. - Earnings updates from Netflix, Domino’s, and Five Below. (19:10) Cava CEO Brett Schulman spoke at FoolFest 2024 this week – we air a portion of his conversation with analyst Kirsten Guerra about his company’s stellar performance so far as a publicly traded company, how they’ll get to 1,000 locations and what he puts in his bowl when he visits the restaurant. (33:56) Jason and Bill break down two stocks on their radar: Danaher and Alphabet. Stocks discussed: CRWD, AAPL, META, NFLX, DPZ, FIVE, DHR, GOOGL, GOOG Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Kirsten Guerra, Brett Schulman Engineers: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices

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Goldman Sachs Kicks Off Earnings Season

Goldman Sachs Kicks Off Earnings Season

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Will AI Destroy the Software Industry?

Matt Frankel, Tyler Crowe, and Jon Quast discuss: Why software stocks are down amid AI concerns The SaaS companies likely to be the most vulnerable Software stocks that could win in an agentic AI...

9 Apr 26min

Why Alphabet is the Winner from Anthropic’s Incredible Growth

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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...

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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

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