Taking the Market's Weight
The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing. Jason Moser and Asit Sharma join Ricky Mulvey to discuss: - If the U.S. economy is sliding into a recession. - Earnings from Amazon, Meta, Microsoft, and Apple. - If investors should mind 20% of the S&P 500’s market cap being tied to four companies. Then (19:11) Motley Fool Contributor Rick Munnariz joins Mary Long to discuss Universal Studio’s new park, Epic Universe, and the state of the travel industry. (32:17) Asit and Jason break down two radar stocks: Twilio and Reddit. Host: Ricky Mulvey Guests: Jason Moser, Asit Sharma, Mary Long, Rick Munarriz Engineer: Dan Boyd Notes: How a millions of dollars worth of NFTs temporarily disappeared: https://www.404media.co/nfts-that-cost-millions-replaced-with-error-message-after-project-downgraded-to-free-cloudflare-plan/ This advertisement is sponsored content and is 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 this advertisement. 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
2 Maj 41min
The Best Company in Big Tech?
Microsoft just got the market focused on business results again. (00:21) Nick Sciple and Dylan Lewis discuss: - Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud. - Meta’s advertising present and AI future. - Why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks. (17:33) Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav – the man tasked with leading the media conglomerate into the future. Companies discussed: MSFT, META, AAPL, AMZN, WBD Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Maj 29min
Is Starbucks Serving Up Promise or Peril?
Same-store sales are down at the coffee chain’s US stores. But a successful turnaround isn’t off the menu yet. (00:21) Asit Sharma and Mary Long discuss: - What to do with two minutes’ extra time. - Earnings from Starbucks. - What’s cooking at Wingstop. Then, (19:30), Yasser el-Shimy joins Mary for a look at Warner Brothers Discovery, in the first of a two-part series about the entertainment conglomerate and its controversial CEO. Tickers mentioned: SBUX, WING, WBD Host: Mary Long Guests: Asit Sharma, Yasser el-Shimy Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
30 Apr 31min
A Steady Business During Uncertain Times
PayPal is not making noise, but standing firm on its earnings outlook. (00:21) Jason Moser and Ricky Mulvey discuss: - How trade disputes are impacting the Port of Los Angeles. - What PayPal’s advertising business means for its growth story. - Earnings from Spotify. Then, (15:30) Robert Brokamp joins Ricky to discuss some methods to diversify your savings. Companies discussed: WMT, PYPL, SPOT Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
29 Apr 32min
The Compounding Consumer Crunch
Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them. (00:21) David Meier and Dylan Lewis discuss: - Domino’s earnings sending the same warning signals as Chipotle – lower income eaters aren’t ordering as often.. - Temu and Shein pushing tariff increases to American consumers over the weekend. - Old Dominion Freight Lines and Saia signaling fewer goods are coming into the U.S. (15:53) Motley Fool Analyst Anthony Schiavone and Ricky Mulvey take a look at homebuilders and the four major economic forces hitting those stocks. . Companies discussed: DPZ, CMG, PDD, SAIA, ODFL, DHI, DFH. Host: Dylan Lewis Guests: David Meier Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
28 Apr 29min
The Rise of Prediction Markets
This past presidential election was the first where Americans could legally bet on the outcome. That event proved prediction markets to be a source of truth. This episode offers two looks at prediction markets. In the first half of the show, Kalshi CEO Tarek Mansour joins Ricky Mulvey to discuss: - What he learned about Kalshi from this past election. - The difference between an events contract and gambling. - How prediction markets could disrupt sports betting. Then, New York Magazine Features writer, Jen Wieczner, joins Mary Long to discuss her reporting on the billion-dollar betting platform Polymarket, and its legal challenges in the United States. Read Wieczner’s piece on Polymarket here: https://nymag.com/intelligencer/article/is-polymarket-legal-politics-betting-shayne-coplan.html Company discussed: HOOD Hosts: Mary Long, Ricky Mulvey Guests: Tarek Mansour, Jen Wieczner Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
26 Apr 47min
Google Banks Ads, Chipotle Eyes Mexico
Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom. (00:21) Jason Moser and Asit Sharma discuss: - Alphabet’s resilient ad business, and what parts of the company might be most interesting if the break-up happens. - Tesla’s rough quarter, and why the Model Y release is a key moment for the company’s auto thesis. - Chipotle’s burrito slowdown, how ServiceNow’s government contracts are holding up, and the latest with Intuitive Surgical. (19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks. (34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe. Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE. Host: Dylan Lewis Guests: Jason Moser, Asit Sharma, Malcolm Ethridge Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
25 Apr 40min
Why is Berkshire Hathaway Hoarding Cash?
Warren Buffett’s conglomerate has more cash on the books than any company in history. (00:21) Matt Argersinger and Ricky Mulvey discuss: - What home sales data says about the economy. - A traffic slowdown at Chipotle, and the restaurant chain’s strong unit economics. - The reasons why Warren Buffett could be sitting on record cash. Then, (17:06) Mary Long and Asit Sharma continue their conversation about AMD, and discuss the impact of tariffs and export controls on the chip designer. Companies discussed: DHI, CMG, BRK.A, BRK.B, AMD Host: Ricky Mulvey Guests: Matt Argersinger, Mary Long, Asit Sharma Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
24 Apr 27min
