Quantum Computing… In Space!

Quantum Computing… In Space!

We’re mashing up quantum computing, AI infrastructure, and space stocks as we dig into a handful of headline-grabbing earnings reports. From GPU farms on the ground to satellites in orbit, we’re asking what’s investable now… and what still belongs in the “sci-fi someday” bucket. Emily Flippen, Jason Hall, and Keith Speights: - Break down CoreWeave’s latest results, including booming backlog, heavy capex, and whether an AI infrastructure arms race can still reward shareholders. - Compare CoreWeave’s reality to “up-and-coming” quantum names like Rigetti, IonQ, D-Wave, and QUBT – and make the case for (or against) taking the tech-giant route with Alphabet or Microsoft instead. - Explain why Rocket Lab’s record revenue, rising margins, and growing backlog are bright spots in a bruised space sector – and how government shutdown drama factors into the story. - Dig into AST SpaceMobile’s satellite-to-cell strategy, big-name carrier partners, ambitious launch plans, and why 2026 could be a make-or-break year for the stock. Companies discussed: CRWV, RGTI, RKLB, SPCE, ASTS Host: Emily Flippen, Jason Hall, Keith Speights Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and 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 advertisements. 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. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

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Burgers Rise, Booze Dips

Burgers Rise, Booze Dips

The McDonald’s golden arches will be coming to thousands of new spots in the next few years and Brown-Forman feels the ache of slowing growth in the spirits market. (00:21) Bill Mann and Dylan Lewis discuss: - McDonald’s growth plans to hit 50,000 locations and 250 million loyalty members by 2027, and other insights from its investor day. - The sauce Bill wishes would get more love at McD’s. - Slowing growth in the spirit market, and how it is affecting Brown-Forman and Diageo. (12:47) Deidre Woollard talks with Slutty Vegan founder Pinky Cole about building a restaurant chain, leveraging brand partnerships, and investing in the future. Companies discussed: TGT, BYND, SHOO Host: Dylan Lewis Guests: Bill Mann, Pinky Cole, Deidre Woollard Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Dec 202325min

S&P 500 to Uber: Get In!

S&P 500 to Uber: Get In!

Uber’s been separating itself from the field, and its improving financials have investors and the index-makers taking notice. (00:21) Tim Beyers and Dylan Lewis discuss: - Uber joining the S&P 500 and the company’s focus on profitability and owning its market. - How Wells Fargo seemed to announce future layoffs in a strange way. - Spotify cutting 17% of its workforce and whether more layoffs across tech and financials could be coming in 2024. (18:18) Alison Southwick and Robert Brokamp discuss end-of-year planning and what you can do today to prepare for 2024. Companies discussed: UBER, LYFT, WFC, SPOT Host: Dylan Lewis Guests: Tim Beyers, Alison Southwick, Robert Brokamp Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Dec 202332min

From The Frozen Tundra To The Beach

From The Frozen Tundra To The Beach

A proposed merger between Alaska Airlines and Hawaiian Airlines could help Alaska take market share over time. (00:21) Jason Moser and Deidre Woollard discuss: - The possibility of the Alaska Airlines and Hawaiian Airlines deal going through. - If airlines lose specialness as they grow. - The race to bring GLP-1 drugs to market. (18:35) Deidre Woollard chats with Solo Brands CEO John Merris about the company’s collection of brands and where it could be headed next. Companies discussed: HA, ALK, AMZN, DTC, PFE, RHHBY Claim your dividend stocks here: www.fool.com/dividends Host: Deidre Woollard Guests: Jason Moser, John Merris Producer: Mary Long Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Dec 202332min

The War on Cash, Revisited

The War on Cash, Revisited

Matt Frankel and Jason Moser, our resident Fintech Fools, caught up to talk about the payments space, how it's changed this year, and what they’re keeping an eye on come 2024. They discuss: The state of the “War on Cash” Embedded finance And two “toll booths” that aren’t going away anytime soon Tickers discussed: V, MC, PYPL, SQ, PINS, MQ, FOUR, MELI, UBER, DASH Host: Jason Moser, Matt Frankel Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

3 Dec 202326min

Geek Out!

Geek Out!

The rules of business are changing. And those rules are being written by some … unlikely characters. Andrew McAfee is a Principal Research Scientist at the MIT Sloan School of Management and author of a number of books, including The Geek Way. Mary Long caught up with McAfee to discuss how culture shapes companies – and brings about impressive returns along the way. They discuss: The power of “geekiness” How Satya Nadella turned Microsoft around And why Amazon *wants* to see billion-dollar failures. Tickers discussed: AMZN, MSFT, AAPL, GOOG, META Host: Mary Long Guest: Andrew McAfee Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Dec 202324min

Did the Santa Rally Start Early?

Did the Santa Rally Start Early?

November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on? (00:21) Jason Moser and Matt Argersinger discuss: - The market’s incredible November and why we may not be out of the woods yet on rate hikes. - Why Apple and Goldman Sachs are breaking up their credit card partnership. - Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase. (19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday spending and whether it makes sense to buy now or wait for some of the items on your list. You can catch Adobe’s holiday shopping tracking here. (34:10) Jason and Matt break down two stocks on their radar: Docusign and EPR Properties. Stocks discussed: AAPL, GS, TSLA, BRK.A, BRK.B, DOCU, EPR Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Vivek Pandya Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Dec 202340min

Sometimes Second Acts Work Out

Sometimes Second Acts Work Out

When disruption strikes, what a company does next is crucial. (00:21) Bill Barker and Deidre Woollard discuss: - If we are already in a Santa Claus rally. - The challenges facing big automakers. - If cybersecurity’s challenges will fade. (20:48) Mary Long and David Meier discuss the “second acts” of BlackBerry and Garmin, and take a look at 3 other stocks in the midst of a turnaround today. Companies discussed: BB, GRMN, ZIP, EVBG, TDOC, CRM, GM, F, TSLA, OKTA Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Host: Deidre Woollard Guests: Bill Barker, Mary Long, David Meier Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Nov 202336min

Investing and Life Lessons from Charlie Munger

Investing and Life Lessons from Charlie Munger

We celebrate one of the greatest investors of all time by talking about our favorite Mungerisms and the lessons we’ll carry forward from Poor Charlie. (00:21) David Meier and Dylan Lewis discuss: - Some of their favorite Mungerisms on investing and life. - Berkshire’s incredible performance in his time with the company. - The best thing you can do to celebrate his life today – read a book. Companies discussed: BRK.A, BRK.B, AAPL Check out The Morning Show’s conversation about Charlie Munger here (must be a paid member of a U.S. Motley Fool service to access) Host: Dylan Lewis Guests: David Meier Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Nov 202323min

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