“$5 Billion Feels Like Overkill”

“$5 Billion Feels Like Overkill”

Nordstrom is facing a problem with its customers, while Autodesk faces a problem it created. (0:21) Asit Sharma and Tim Beyers discuss: - Questions about Autodesk’s capital allocation strategy. - Nordstrom's plans for a tough retail environment. - Favorite Thanksgiving traditions! (12:44) Tim White joins Tim Beyers for an audio version of “This Week in Tech.” They discuss the fundamentals of software platforms, and how they could change over the next five years. Stocks mentioned: ADSK, JWN, CRM, TWLO, MDB, AMZN Host: Asit Sharma Guests: Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Unity Soars and Airlines Could Be in Trouble

Unity Soars and Airlines Could Be in Trouble

Matt Frankel, Tyler Crowe, and Jon Quast discuss: - Unity Software's strong progress toward a turnaround - Cancelled flights expected at 40 airports - Stocks on our radar Companies discussed: U,...

6 Nov 202521min

Consumer Brands Shake Things Up…With Mergers

Consumer Brands Shake Things Up…With Mergers

2025 has been quite the year for consumer brands, but not in a good way. The industry writ large has underperformed for the past three years and many of the worlds largest consumer brand companies are...

5 Nov 202518min

When Rule Breakers Find Religion (or, at least profits)

When Rule Breakers Find Religion (or, at least profits)

Spotify, Shopify, and Uber were once the poster children for “growth at any cost.” Today, they’re talking cash flow, margins, and discipline. In today’s episode of Motley Fool Money, host Emily Flippe...

4 Nov 202519min

Big Tech Earnings and Reckless Predictions

Big Tech Earnings and Reckless Predictions

Five of the Big Tech Behemoths reported last week. What did we learn and what should we expect looking ahead? Rick Munarriz, Sanmeet Deo, and Tim Beyers: - Discuss macro takeaways from last week’s...

3 Nov 202521min

Why Income Investors Should Look Beyond Index Funds

Why Income Investors Should Look Beyond Index Funds

Should investors take stock in preferred stock? Motley Fool analysts Matt Argersinger and Anthony Schiavone talk with Infrastructure Capital Advisors CEO Jay Hatfield about preferred stocks and why in...

2 Nov 202519min

Morgan Housel on the Forces That Drive Our Spending

Morgan Housel on the Forces That Drive Our Spending

What makes the U.S. consumer and investor unique? Are we biologically programmed to be dissatisfied? Should you want your kids to be poor? Morgan Housel answers those questions and provides insights f...

1 Nov 202518min

Big Tech Breaks the Bank for AI

Big Tech Breaks the Bank for AI

Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play “Trick or Treat” and...

31 Okt 202542min

Alphabet Soars While Meta Sinks

Alphabet Soars While Meta Sinks

2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far,...

30 Okt 202519min

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