Chips, Glorious Chips!

Chips, Glorious Chips!

Someone’s gotta make ‘em, and someone’s gotta buy ‘em. (00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss: - whether you should fall in love with companies - AMD’s data center business - Meta’s “special treatment” Then, (18:08) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street. Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR Host: Mary Long Guests: Asit Sharma, Karl Thiel, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

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SpaceX Goes on $60 Billion AI Buying Spree

SpaceX Goes on $60 Billion AI Buying Spree

SpaceX is buying another AI company, this time it’s Cursor. The space company has transformed itself into an AI company, but does this mean it can catch up to Google, Anthropic, or OpenAI? Plus, we co...

23 Apr 19min

Tim Cook Steps Aside – What's Next for Apple

Tim Cook Steps Aside – What's Next for Apple

It wasn't a complete surprise, but Apple (NASDAQ: AAPL) CEO Tim Cook is stepping aside and the company's current head of hardware, Jon Ternus, will be taking the helm in September. In this episode, th...

21 Apr 23min

Are Robotaxis Coming to a City Near You?

Are Robotaxis Coming to a City Near You?

Serial acquirer QXO has made a transformative $17 billion acquisition of TopBuild to create the second largest player in the industry. Motley Fool analysts Jason Hall and Matt Frankel break this deal ...

20 Apr 25min

Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

We at The Motley Fool are proponents of investing in individual stocks. But does that result in betting your financial future on too few companies? In this second of a two-part conversation, Motley Fo...

19 Apr 24min

Ben Carlson on Why the Stock Market Is the Best Casino in the World

Ben Carlson on Why the Stock Market Is the Best Casino in the World

We at The Motley Fool believe that investing in the stock market is the best path to long-term wealth. But it isn’t always easy to stick with stocks. In this first of a two-part conversation, Motley F...

18 Apr 26min

The Market’s New High Is Anything but Blah

The Market’s New High Is Anything but Blah

As earnings season gets underway, the S&P 500 has soared past 7,000 for the first time. Our team reflects on the market’s rapid rebound as well as dissects the important financial reports we’ve receiv...

17 Apr 42min

Chip Stocks and Bank Earnings Extravaganza

Chip Stocks and Bank Earnings Extravaganza

Motley Fool contributors Jason Hall, Jon Quast, and Matt Frankel discuss financial news that investors should know about. On today’s show, this includes recent financial results from banking giants Ba...

16 Apr 24min

An Alphabet Stock Deep Dive

An Alphabet Stock Deep Dive

We dig deep into Alphabet, the tech giant that has become so much more than search. To start, we cover whether search is being disrupted and then cover the adjacent businesses like YouTube and Google ...

15 Apr 24min

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