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)

Interview with Zack Kass: The Next Renaissance

Interview with Zack Kass: The Next Renaissance

Zach Kass is a global AI advisor and former head of go-to-market at OpenAI, where he led the teams responsible for sales, partnerships and customer success. He was at OpenAI when the company launched ...

11 Jan 20min

Is the Retirement Safe Withdrawal Rate Below 4% or Almost 6%?

Is the Retirement Safe Withdrawal Rate Below 4% or Almost 6%?

The No. 1 financial goal for most Americans is retirement. Once they retire, their primary goal becomes not running out of money. Host Robert Brokamp discusses the pros, cons, and tradeoffs of various...

10 Jan 24min

Wall Street’s Wild Week to Start 2026

Wall Street’s Wild Week to Start 2026

The stock market was all over the map this week but the biggest news was the U.S. government potential spending $1.5 trillion on defense. Of course, there are strings attached, which investors don’t l...

9 Jan 42min

3 Bold Predictions to Start 2026

3 Bold Predictions to Start 2026

It’s the most wonderful time of the year. No, We’re not talking about the holdiays. We’re talking about making stock investing predictions for 2026. This week, the team each give their 2026 hot takes ...

8 Jan 20min

Big Investing Takeaways From CES 2026

Big Investing Takeaways From CES 2026

CES is always an exciting time in tech because new productions – both realistic and crazy – are introduced. This year, Uber and NVIDIA stole the headlines and we discuss what else we learned from the ...

7 Jan 19min

AI Investor Outlook for 2026 and Beyond

AI Investor Outlook for 2026 and Beyond

Emily Flippen is joined by Motley Fool analyst Asit Sharma and Head of AI Donato Riccio to break down our 2026 AI Investor Outlook Report and what it means for investors heading into the new year. In ...

6 Jan 27min

It’s a Small World After All

It’s a Small World After All

The first full trading week of 2026 got off to a caffeinated start. Today on Motley Fool Money, Rick Munarriz, with analysts Nick Sciple and Jon Quast, dive into the investing implications behind the ...

5 Jan 20min

Interview with Zscaler Founder and CEO Jay Chaudhry

Interview with Zscaler Founder and CEO Jay Chaudhry

Cloud security company Zscaler has racked up big returns for investors since going public in 2018. Motley Fool co-founder and CEO Tom Gardner, Motley Fool Chief Investment Officer Andy Cross, Motley F...

4 Jan 27min

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