Motley Fool Money: 04.19.2013

ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss: - Where we are in the cloud adoption cycle  - A key narrative playing out in semiconductor earnings - What to learn from companies that went public too quickly Companies discussed: MSFT, NVDA, TSM, META, AMD  Host: Deidre Woollard Guest: Beth Kindig Producer: Ricky Mulvey Engineers: Rick Engdahl, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Feb 202321min

What’s the point of reading a company’s earnings report? Can’t AI do that job? Patrick Badolato, PhD, CPA is an Associate Professor at The University of Texas at Austin, McCombs School of Business where he teaches accounting and financial statement analysis. Badolato joined Ricky Mulvey to discuss: - How Walmart, Rent the Runway, and Peloton adjust earnings (and what it means for shareholders)  - Why investors should follow a company’s operating income - The pros and pitfalls of GAAP metrics - A better way to count stock-based comp. Companies Discussed: WMT, RENT, PTON Host: Ricky Mulvey Guest: Patrick Badolato Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

11 Feb 202323min

Big changes could be coming to the NFL playoffs. (0:21) Emily Flippen and Andy Cross discuss: - The growing AI battle between Microsoft and Alphabet - Lyft shares falling 35% - PayPal CEO Dan Schulman announcing his retirement - CVS Health buying a primary care business for $10 billion - The latest from Disney, Cloudflare, Chipotle, and Pepsi (19:11) Andrew Brandt, former NFL executive and director of Villanova University's Moorad Center of Sports Law, discusses the business health of the NFL, how the playoffs may change, and his prediction for a blowout Super Bowl 57.   (34:40) Andy and Emily share two stocks on their radar: Domino's Pizza and Boot Barn. Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com Stocks discussed: MSFT, GOOG, DIS, LYFT, UBER, PYPL, NET, CMG, CVS, PEP, DPZ, BOOT Host: Chris Hill Guests: Emily Flippen, Andy Cross, Andrew Brandt Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

10 Feb 202339min

Disney’s latest results and plans were just what Wall Street wanted to hear. (0:21) Tim Beyers discusses: - How the parks & experiences division drove Disney’s 1st-quarter results - ESPN+ being a bright spot among streaming properties - Alphabet shares falling over a botched AI demo and concerns about Microsoft (13:20) Just in time for Valentine’s Day, Jason Hall and Ryan Henderson engage in a bull vs. bear debate over Match Group. Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and check out the latest episode of our exclusive podcast, Stock Advisor Roundtable! And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify! Stocks discussed: DIS, MSFT, GOOG, MTCH Host: Chris Hill Guest: Tim Beyers, Jason Hall, Ryan Henderson Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Feb 202324min

Companies are shelling out big bucks to get your attention during the big game.  (0:21) Bill Mann discusses: - Chipotle maintaining their stance on prices - Dutch payment processor Adyen dealing with higher costs - Uber posting a profit in the 4th quarter thanks to the company's investments (10:30) Dylan Lewis talks with Ad Age editor Jeanine Poggi about some of the major brands looking to get your attention before, during, and after Super Bowl 57. Stocks discussed: CMG, ADYEN, UBER, FOXA, COIN, NFLX, TAP, BUD Host: Chris Hill Guest: Bill Mann, Dylan Lewis, Jeannie Poggi Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Feb 202325min

Microsoft's AI event is only the latest sign of the hottest area of tech. (0:21) Jason Moser discusses: - CEO Satya Nadella hailing "a new day in search" - Shares of C3AI, an enterprise AI platform company, doubling in the past five weeks - Zoom Video announcing it's laying off 15% of employees (12:00) Robert Brokamp talks with former Pittsburgh Steelers lineman Jonathan Scott about playing in Super Bowl 45, managing an irregular income, and other takeaways from his book "The Winning Playbook: Strategies for Life on and off the Field".  Stocks discussed: MSFT, GOOG, AMD, AI, ZM Host: Chris Hill Guest: Jason Moser, Robert Brokamp, Jonathan Scott Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

7 Feb 202321min

If the house always wins, why are gambling companies having trouble turning a profit?  (0:21) Jason Moser discusses: - Privately-owned restaurant companies Cava Group and Panera Brands mulling a return to the public markets - How Panera has evolved since its last time as a public company - A key metric he's watching when Chipotle reports earnings on Tuesday afternoon (9:40) Ricky Mulvey and Matt Frankel discuss the struggles gambling businesses having making money and one business breaking the trend.  Stocks discussed: CMG, PDYPY, MGM, DKNG, CHDN Host: Chris Hill Guest: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Feb 202321min

What's more challenging: facing off against a wide receiver or a room full of NFL owners? Domonique Foxworth made an impact on the field as an NFL cornerback for six season, and an impact off the field as the youngest player to be elected vice president of the NFL Players Association Executive Committee. Chris Hill caught up with him to discuss: - Negotiating with NFL owners - What led him to get his MBA from Harvard Business School - The enduring popularity of the NFL - What he will be watching during Super Bowl 57 to give him a sense of whether Philadelphia or Kansas City is in control of the game Host: Chris Hill Guest: Domonique Foxworth Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Feb 202320min