The Economic Mood Brightens

The Economic Mood Brightens

Americans are feeling better about the economy. What’s that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why Americans are feeling better about the economy. - The headwinds facing Okta, and fundamentals for long-term investors to watch. - A retail round-up including Abercrombie & Fitch and Pinduoduo. (19:11) Former CEO of Siemens and Alcoa, Klaus Kleinfeld, discusses his book, “Leading to Thrive: Mastering Strategies for Sustainable Success in Business and Life” and finding companies with sustainable competitive advantages. (32:03) David and Asit discuss Southwest implementing baggage fees and two radar stocks: SentinelOne and SoundHound AI. Companies discussed: CRM, INFA, OKTA, ANF, PDD, TJX, BBY, OTC: SIEGY, AA, LUV, SOUN, S Host: Ricky Mulvey Guests: David Meier, Asit Sharma, Klaus Kleinfeld Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Big Tech Breaks the Bank for AI

Big Tech Breaks the Bank for AI

Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play “Trick or Treat” and...

31 Okt 202542min

Alphabet Soars While Meta Sinks

Alphabet Soars While Meta Sinks

2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far,...

30 Okt 202519min

Microsoft Gets $135 Billion OpenAI Stake

Microsoft Gets $135 Billion OpenAI Stake

Microsoft has agreed to a deal that will allow OpenAI to become a for-profit company, likely paving the way for an IPO. The tech giant’s stake will be worth $135 billion and comes with another $250 bi...

29 Okt 202521min

Ripple Effects of the Government Shutdown

Ripple Effects of the Government Shutdown

Host Emily Flippen is joined by Motley Fool analysts Jason Hall and Keith Speights to unpack how a prolonged U.S. government shutdown ripples through markets - from missing economic reports and the Fe...

28 Okt 202521min

AI’s Power Problem

AI’s Power Problem

AIs are hungry and growing more insatiable by the day. Will we be able to sustainably generate the power needed to feed the AI beast? Nick Sciple, Seth Jayson, and Tim Beyers: - Discuss the vast s...

27 Okt 202526min

Interview with Scott D. Anthony: Epic Disruptions

Interview with Scott D. Anthony: Epic Disruptions

Scott D. Anthony is a professor of strategy at Dartmouth's Tuck School of Business and author of the new book, Epic Disruptions: 11 Innovations that Shaped Our Modern World. Motley Fool analyst Sanmee...

26 Okt 202525min

Sahil Bloom on the 5 Types of Wealth

Sahil Bloom on the 5 Types of Wealth

Sahil Bloom writes The Curiosity Chronicle newsletter and is the managing partner of SRB Ventures, a venture investment firm. He is also the author of The 5 Types of Wealth: A Transformative Guide to ...

25 Okt 202545min

Investing After Cloud Outages & The End for Electric Vehicles?

Investing After Cloud Outages & The End for Electric Vehicles?

We discuss how cloud outages may impact stocks beyond Amazon. Plus, GM’s great results may show how weak EV sales will be in the U.S. and the how Co-CEO roles have become so popular in tech. Travis...

24 Okt 202542min

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