DeepSeek Disrupts, Big Tech Responds

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40:50

“That's taxpayer’s money that is going to support research and development and pilot projects to develop a food system that is based on environmental destruction and greed and disregard for animals, fish, and any of the other marine mammals that might be around it.” - Andrianna Natsoulas Andrianna Natsoulas is the campaign director for Don't Cage Our Oceans, an organization that exists to keep our oceans free from industrial fish farms. Offshore finfish farming is the mass cultivation of finfish in marine waters, in underwater or floating net pens, pods, and cages. Offshore finfish farms are factory farms that harm public health, the environment, and local communities and economies that rely on the ocean and its resources. Don’t Cage Our Oceans are a coalition of diverse organizations working together to stop the development of offshore finfish farming in the United States through federal law, policies, and coalition building. And, although it is not yet happening, right now the US Administration and Congress are promoting this kind of farming, which would be nothing short of disastrous for the oceans, the planet and the people and animals who live here. dontcageouroceans.org…

acum un an 39:24

MP3•Pagina episodului

The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.

(00:44) Jason Moser and Asit Sharma discuss:

- The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans.

- Apple’s continued struggles to find growth with the iPhone and its China business.

(19:03) The earnings rundown continues!

- Tesla finishes a flat year, but has big futurey plans for 2025 and 2026.

- Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks.”

- Visa and Mastercard show the consumer is still doing quite alright.

(34:47) Jason and Asit break down two stocks on their radar: UPS and ServiceNow.

Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW

Host: Dylan Lewis

Guests: Jason Moser, Asit Sharma

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

1791 episoade

Motley Fool Money

DeepSeek Disrupts, Big Tech Responds

Motley Fool Money

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MP3•Pagina episodului

The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.

(00:44) Jason Moser and Asit Sharma discuss:

- The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans.

- Apple’s continued struggles to find growth with the iPhone and its China business.

(19:03) The earnings rundown continues!

- Tesla finishes a flat year, but has big futurey plans for 2025 and 2026.

- Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks.”

- Visa and Mastercard show the consumer is still doing quite alright.

(34:47) Jason and Asit break down two stocks on their radar: UPS and ServiceNow.

Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW

Host: Dylan Lewis

Guests: Jason Moser, Asit Sharma

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

1791 episoade

#Investing #Money #Portfolio #Business #Trading #News #Motley Fool #Stock

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Crypto's New Backer 34:00

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BlackRock wants to buy ports; Trump wants to buy crypto. (00:21) Asit Sharma and Mary Long discuss: - How investors can prepare for potential “disturbance.” - BlackRock’s latest acquisition. - The reasons for and against a national “strategic reserve” of cryptocurrency. Then, (14:50), Ricky Mulvey and Mary go to a crypto conference in downtown Denver. Tickers mentioned: BLK, CKHUY, BTC, ETH, XRP, SOL, ADA Host: Mary Long Guests: Asit Sharma, Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Tariffs Become Reality 30:32

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The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality? (00:21) Jason Moser and Ricky Mulvey discuss: - The impacts of tariffs on investors and companies. - If Target is a value play. - Okta’s market opportunity in security verification. Then, (17:20) Alison Southwick and Robert Brokamp offer financial planning tips for solopreneurs. Companies discussed: HD, TSM, TGT, OKTA Build your Range Rover Sport at www.landroverusa.com Host: Ricky Mulvey Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Now Serving: IPOs, Exits, Extra Cheese 29:04

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A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza. (00:21) Bill Barker and Dylan Lewis discuss: - Mixue’s splashy debut on the Hong Kong stock exchange, and how the boba tea chain stacks up to Starbucks and McDonald’s. - Rodney McMullen’s departure from Kroger and what’s next for the nation’s largest grocery chain. - Domino’s finally delivering what the people want: stuffed crust pizza. (17:41) Have you seen a med spa in your neighborhood? Mary Long caught up with analyst Nick Sciple to find out why this industry is booming and one company that’s selling a few products that can help you look a little younger. Article discussed: https://www.bloomberg.com/news/articles/2025-02-19/med-spas-boom-with-botox-lip-filler-weight-loss-drugs-in-demand Companies discussed: LKNCY, KR, DPZ, PZZA, ABBV, EOLS Host: Dylan Lewis Guests: Bill Barker, Nick Sciple, Mary Long Producer: Mary Long Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices…

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The State of Weight-Loss Drugs 29:37

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$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years. Motley Fool analyst Karl Thiel joins Ricky Mulvey to check in on the GLP-1 landscape. They also discuss: - How weight-loss drugs actually work, and how big-name prescriptions differ from each other. - What investors need to know about Ozempic and Mounjarno’s patent cliffs. - The scenarios in which Novo Nordisk and Eli Lilly are actually undervalued. Companies discussed: LLY, NOVO, HIMS, PFE, RHHBY, VKTX, GPCR, ISRG Host: Ricky Mulvey Guest: Karl Thiel Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Nvidia, Apple, and Eli Lilly: Manufacturing the Future 40:01

acum 5 zile40:01

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The great buildout for AI and GLP-1 drugs continues. (00:21) Jason Moser and Matt Argersinger discuss: - How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025. - Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S. - Earning updates from Home Depot, Axon, and Cava. Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/ (19:11) Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks. (34:53) Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties. Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Josh Isner Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices…

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What Drives Nvidia’s Growth? 23:52

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The tech giant is a data center business. (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth. - CEO Jensen Huang’s vision for AI in the coming years. - Short sellers targeting digital ad seller, AppLovin. Companies discussed: NVDA, APP, META Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices…

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“The Apple of Public Safety” 35:03

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Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong. (00:21) Jason Moser and Mary Long discuss: - Axon earnings, and the headline that sent the stock down nearly 30% last week. - What artificial intelligence looks like in policing. - What success looks like for TJX Companies. Then, (19:34), Emily Flippen and Ricky Mulvey take a look at Dutch Bros, a fast-growing coffee chain with a sugary valuation. Companies/tickers discussed: AXON, TJX, BROS Host: Mary Long Guests: Jason Moser, Emily Flippen, Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Celsius Pays for Growth 32:06

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Some of the most speculative names in the market are seeing steep declines. What did you expect? (00:21) Jim Gillies and Ricky Mulvey discuss: - The recent declines for Palantir and Microstrategy. - If Home Depot’s cash flow story is intact. - Celsius’s $1.8 billion acquisition of Alani Nu. Then, (19:30) Alison Southwick and Robert Brokamp discuss Warren Buffett’s estate plan, and the lessons for regular investors. Companies/Tickers discussed: PLTR, MSTR, QQQ, HD, CELH, PTON, BRK.A, BRK.B Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Dylan Lewis Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Warren Buffett’s State of the Market 32:23

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Berkshire’s cash hoard is approaching “Dr. Evil” levels. (00:21) Tim Beyers and Dylan Lewis discuss: - Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter. - Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there. - Apple’s $500B commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts. (16:33) American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health. Companies discussed: BRK.A, BRK.B, AAPL, MNMD Host: Dylan Lewis Guests: Tim Beyers, Rob Barrow, Ricky Mulvey Producer: RIcky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Malcolm Gladwell, Social Engineering and The Magic Third 36:21

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If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs. Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders, and the Rise of Social Engineering and he is the host of the podcast Revisionist History . Dylan Lewis caught up with Gladwell for a conversation about: - How social engineering effects your life. - Why real diversity can prevent leaders from doing stupid things. - The demand to return to more in-person experiences. Host: Dylan Lewis Guest: Malcolm Gladwell Producer:Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices…

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acum 12 zile41:31

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What’s Cooking at Toast 31:31

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The Infrastructure Behind the AI Revolution 33:59

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Apple's Next iPhone and Robotics Future 31:15

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Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store? (00:21) Jason Moser and Ricky Mulvey discuss: - Apple's and Meta’s robotics ambitions. - Earnings from payments company Adyen. - What Berkshire Hathaway is buying and selling Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about saving for kids, how inflation affects financial ratios, and starting a 401(k) plan at your workplace. Companies discussed: APPL, META, ADYEY (OTC), BRK.A, BRK.B, BAC, POOL, STZ Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices…

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The Business of Broadway 28:34

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