Shopify: Bull vs. Bear

Shopify: Bull vs. Bear

What's the optimal degree of concentration in your portfolio? (0:25) Jason Moser discusses: - Nvidia warning that 2nd-quarter revenue will be lower than they'd previously guided - Why Nvidia's long-term thesis appears to be intact - A listener's question about whether to sell some winners in his portfolio (12:31) Shopify's down 70% this year. Does the former high-flier have enough of a moat to fend off the likes of Amazon? Ryan Henderson and Jose Najarro join Ricky Mulvey in a bull vs. bear debate over Shopify. Who made the better argument? Vote in our Twitter poll @MotleyFoolMoney Stocks mentioned: NVDA, SHOP, AMZN Host: Chris Hill Guest: Jason Moser, Ryan Henderson, Jose Najarro Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(2133)

TSM or NVDA: Who Ya Got?

TSM or NVDA: Who Ya Got?

Last week, Taiwan Semiconductor (NYSE: TM) put up stellar fourth-quarter numbers, signaling that we've yet to reach peak AI demand. Are we in for another banner year in 2026? Jason Hall, Travis Hoi...

19 Jan 26min

Interview with Redwire CEO Peter Cannito

Interview with Redwire CEO Peter Cannito

Peter Cannito is the Chairman and CEO of Redwire, a space infrastructure and services company. Motley Fool contributor Lou Whiteman talks with Cannito about the business of space and the business of R...

18 Jan 20min

What to Know About a Stock’s Workforce

What to Know About a Stock’s Workforce

The largest expense for most companies is labor, so how a company chooses, manages, and pays its workforce can be a crucial consideration when evaluating it as an investment. Robert Brokamp discusses ...

17 Jan 20min

Will Netflix Go All-Cash for WBD?

Will Netflix Go All-Cash for WBD?

Netflix may be forced to offer all cash for WBD if the cable assets being spun off doesn’t have the value Netflix thought they did. But is that something Netflix will do and what are the risks? We bre...

16 Jan 42min

Bank Profits Rise Amid Credit Card Uncertainty

Bank Profits Rise Amid Credit Card Uncertainty

Matt Frankel, Tyler Crowe, and Jon Quast discuss: - Earnings from six of the largest U.S. banks - The president's proposed cap on credit card interest rates - Stocks on our radar Companies discu...

15 Jan 22min

Google’s Hot Start to 2026

Google’s Hot Start to 2026

When ChatGPT was released, the company most impacted was supposed to be Google. But over the past year Google has surpassed OpenAI’s models and Gemini is gaining market share. This week, the company a...

14 Jan 23min

For Data Centers, Power is the New Real Estate (Literally)

For Data Centers, Power is the New Real Estate (Literally)

Data centers are still the headline, but the real pinch points are power and real estate. Emily Flippen is joined by Motley Fool analysts Anders Bylund and Dan Caplinger to map the data center buildou...

13 Jan 23min

 Intel Hits a 52-Week High: Time to Buy?

Intel Hits a 52-Week High: Time to Buy?

On Friday, Intel (NASDAQ: INTC) hit a fresh 52-week high. Are higher highs in the forecast? We look at the U.S. government's backing of the business and what it might mean for future returns. Asit ...

12 Jan 22min

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