Retail's Inventory Problem

Retail's Inventory Problem

"We got the inventory wrong." That's basically what Target CEO Brian Cornell said about his company's latest results. (0:30) Bill Mann discusses: - Why Cornell and Walmart CEO Doug McMillon should have warned investors sooner about their latest quarterly numbers - The inventory glut major these retailers will have to work through - Lowe's benefitting from the residential home environment - Whether Target's stock is more attractive after today's drop (13:11) Tim Beyers talks with Arista Networks CEO Jayshree Ullal about how her company is diversifying its revenue stream and one thing investors often get wrong about Arista. Stocks discussed: TGT, WMT, LOW, HD, ANET, MSFT, FB Host: Chris Hill Guests: Bill Mann, Tim Beyers, Jayshree Ullal Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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A Century of Plenty: The $700 Billion AI Supercycle

A Century of Plenty: The $700 Billion AI Supercycle

What will fuel the next 75 years of global economic growth? Chris Bradley, senior partner and director of the McKinsey Global Institute, joins the show to discuss his new book, A Century of Plenty: A ...

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Find the Right Financial Planner for You

Find the Right Financial Planner for You

The Motley Fool was founded more than 30 years ago, based on the belief that you can manage your own money. However, not everyone has the time to learn how to become a do-it-yourself financial planner...

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How We Invest In a Falling Market

How We Invest In a Falling Market

The stock market has entered correction territory as the AI trade falls apart and rising energy prices risk a global recession. We discuss how to handle market downturns, what we see in energy markets...

27 Mars 42min

A New Trend in AI is Emerging: Efficiency

A New Trend in AI is Emerging: Efficiency

The approach to AI so far can be best described as a using brute force to make things happen. It’s been effective so far, but the approach starts to run into problems when the numbers get really big. ...

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Sora Is No Mora

Sora Is No Mora

OpenAI is shutting down Sora and its video generation models to focus on enterprise customers and coding. Meanwhile, Coinbase and Circle are crashing as congress considers a bill that could eliminate ...

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The Autonomy Economy is Accelerating

The Autonomy Economy is Accelerating

Autonomy is popping up all over the place. What was once the world of experiments and testing stages is scaling into full blown businesses at a rapid pace. A slew of recent announcements shows how aut...

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The Newest Big Idea from Elon Musk: Terafab

The Newest Big Idea from Elon Musk: Terafab

The Motley Fool’s Hidden Gem team take a look at trends moving the market as well as dissect Elon Musk’s announcement over the weekend for the Terafab project.Jon Quast, Matt Frankel, and Rachel Warre...

23 Mars 20min

Irresistible Change: How to Spot Real Growth

Irresistible Change: How to Spot Real Growth

How can investors tell the difference between a real value-creating transformation and “compliance theatre”? Phil Gilbert, serial entrepreneur and former IBM General Manager, joins the show to talk ab...

22 Mars 19min

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