AI, Superman, and Solar’s Kryptonite

AI, Superman, and Solar’s Kryptonite

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

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How We Invest In a Falling Market

How We Invest In a Falling Market

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A New Trend in AI is Emerging: Efficiency

A New Trend in AI is Emerging: Efficiency

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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...

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Irresistible Change: How to Spot Real Growth

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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...

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The Best Places to Retire, and Play It Safer Before Retirement

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The No. 1 investing goal of most Americans is retirement, and a key determinant of happiness in retirement is where you live. Which factors are most important, and where are the places that have those...

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The Reality of Investing in 2026

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The war in Iran doesn’t seem to be slowing down and that’s impacting oil prices today, but that’s just the beginning. Economic spending is next and higher costs could hit many industries, which will h...

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