Big Retail, Stablecoins and Dividends, Oh My!

Get excited…today is the first day of earnings season! (00:21) Anand Chokkavelu, Emily Flippen, Jason Hall, and Jose Najarro discuss: - Inflation ticks up - NVIDIA and semiconductors get a China bump - The big banks kick off earnings season (and tell us about the economy) - Is “Crypto Week” a thing? - Bold predictions on which company will surprise this earnings season Companies discussed: NVDA, AMD, JPM, WFC, C, Bitcoin, ETSY, CFLT, WBD Host: Anand Chokkavelu Guests: Emily Flippen, Jason Hall, Jose Najarro 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

15 Juli 21min

Despite inflation concerns and tariff uncertainty, restaurants are busier than ever. Can it continue? Tim Beyers and Rick Munarriz discuss: - Surprisingly good data from the Restaurant Performance Index. - The metrics that matter when investing in the restaurant sector. - And a Fool’s duel over the future of Toast! Tickers: Companies discussed: CMG, CAVA, TOST, SG, WING Host: Tim Beyers Guests: Rick Munarriz Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Juli 23min

A view from the intersection of AI and creators. Rich Lumelleau and Data Scientist Hilary Mason discuss: - How her company Hidden Door uses generative AI to turn any work of fiction into an online social roleplaying game. - Whether Napster is a fair comparison. - What the future of storytelling could look like. Host: Rich Lumelleau Guests: Hilary Mason 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

13 Juli 18min

Motley Fool co-founder and CEO Tom Gardner shares some investing insights on the current market, investments to avoid, and a motley array of investing topics: - Investments to Avoid - Motley Fool Approach to Investing - Market Valuations - Paying for Investment Advice - Two Big Questions To watch Tom's message to all members, check out fool.com/message. Host: Mac Greer Guest: Tom Gardner Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Juli 26min

Oh yes, we’re talking all kinds of stocks! (00:21) Jason Hall and Matt Frankel discuss: - AI stocks in the data center space (including CoreWeave) - Winners and losers in energy and solar from the Big Beautiful Bill. - With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix (19:11) Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent’s deals with customers like Netflix and Meta Platforms work and what keeps him up at night. (32:39) Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar. Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

11 Juli 42min

Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go shopping. Tyler Crowe and Matt Frankel discuss: - Taiwan Semiconductor’s most recent earnings report - The torrid pace of AI spending - Lower mortgage rates are taking the cork off existing home sales and refinancing - Insulation contractor TopBuild now does roofs. - Ferrero International acquires WK Kellogg - Two stocks we’re watching this earnings season Tickers Mentioned: TSM, NVDA, RKT, HD, BLD, QXO, KLG, KO, PEP, HSY, MDLZ, K, NSRGY, PLD Host: Tyler Crowe Guest: Matt Frankel Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

10 Juli 22min

Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI. Jason Moser and Lou Whiteman discuss: - Starbucks' move to sell part of its China business. - Hershey hires a new CEO. - Meta moves for more talent and invests in eyewear. - What should be on investors' radar this coming earnings season. Tickers mentioned: SBUX, HSY, WEN, META, TWLO, NET, CRWD, PANW Host: Jason Moser Guest: Lou Whiteman Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Juli 20min

Looking at the company and stock behind the summer shopping event. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - The Aug.1 tariffs - This year’s four-day Prime Day (and whether Amazon stock is a deal) - Elon Musk’s political party and Tesla - Bold predictions Companies discussed: AMZN, TSLA Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel 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

8 Juli 15min