Motley Fool Hidden Gems Investing
Motley Fool Hidden Gems Investing is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of personal finance and longer-form interviews.
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RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats Up
<p>Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates than anything else. No wonder it was the most discussed topic on the conference call. Travis, Matt, and Tyler dissect Rocketlab’s earnings and opportunities in the space economy. Plus, ON Holdings decides to prioritize margins, and eVTOL companies Archer Aviation & Joby Aviation try to one up each other.<br>Have a question? Email us; podcasts@fool.com <br>Tyler Crowe, Travis Hoium, and Matt Frankel discuss:<br>- RocketLab’s earnings and the Neutron schedule<br>- Investing opportunities in the spac...
The Internet Is Changing Fast
<p>Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel’s latest equity sale.</p> <p><br>Jon Quast, Matt Frankel, and Tyler Crowe discuss:</p> <p><br>-Agentic AI internet traffic surpassing human traffic<br>-The investment opportunities if agentic traffic increases exponentially<br>-The government’s investment in mining educ...
Mastercard CEO: AI Shopping Agents, Machine-to-Machine Payments, and the New Infrastructure of Commerce
<p>What happens when an AI agent does your shopping — and how do you make sure it doesn't order two grills instead of one? In Part 2 of his conversation with Motley Fool CEO Tom Gardner, Mastercard CEO Michael Miebach breaks down the company's Agent Pay protocol, explains why machine-to-machine payments could transform B2B commerce, and reveals why Mastercard just acquired the world's largest stablecoin platform. He also gets into what the AI revolution really means for employment, why proprietary transaction data is Mastercard's deepest competitive moat, and how he personally stays sharp running a $500 billion company.</p> <p><br></p>...
In Retirement, More Spending Leads to Higher Taxes
<p>That vacation, RV, or home renovation you're planning in retirement might cost a lot more than the price tag suggests. One extra withdrawal from your IRA can set off a chain reaction of higher taxes and even surprise Medicare surcharges — for years to come. Robert Brokamp breaks down the hidden math behind retirement spending, and what you can do now to keep more of your money.<br>Key topics discussed:<br>-The tax "snowball" effect: how one year of higher spending can force bigger withdrawals in following years just to cover the tax bill, compounding the cost over time<br...
The Trade Desk’s Woes & A New AI Donut?
<p>As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the market. Plus, we discuss The Trade Desk’s bad week, Google’s brain drain, and the stocks on our radar.</p> <p><br></p> <p>Travis Hoium, Lou Whiteman, and Jon Quast discuss:</p> <p>- Jobs Report</p> <p>- Earnings Season Recap</p> <p>- The Trade Desk</p> <p>- Value or Trap?</p> <p>- Google’s Brain Drain</p> <p>- Stocks on our Radar</p> <p><br></p...
The Wild Swings of Earnings Season Continue
<p>The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits or more. Today, Jon, Travis, and Tyler dissect earnings results from several Motley Fool favorites that are moving double digits today to try and make sense of these sharp stock moves.</p> <p><br></p> <p>Have a question? Email us; podcasts@fool.com </p> <p><br></p> <p>Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered in...
Shopify Shines and Uber Declines
<p>Earnings season continues to give strong results, but that doesn’t mean each stock is rising on the news. Today, we saw Shopify jump and Uber fall after earnings that both showed strong adoption for their products. In addition, we discuss Disney and its growing reliance on the parks business to drive results.</p> <p><br></p> <p>Travis Hoium, Lou Whiteman, and Rachel Warren discuss:</p> <p>- Uber’s Results</p> <p>- Why Shares Fell</p> <p>- Disney’s Parks Growth</p> <p>- Where Does ESPN Go?</p> <p>- Shopify’s Blowout</p> <p>- Can...
Palantir Makes its Case Against Frontier AI
<p>Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial customers into its ecosystem appear to have been answered, and CEO Alex Karp made the case that Palantir’s offerings posed fewer risks than the AI models coming out today. Travis, Lou, and Tyler break down its earnings, plus a blowout quarter for Caterpillar and what to make of Spotify’s mixed earnings results</p> <p><br></p> <p>Have a question? Email us; podcasts@fool.com </p> <p><br></p> <p>Want to take the next step in y...
Are Mega-Mergers Back?
<p>Mergers could be back in 2026 as companies try to get deals done while regulators allow them. But are buyouts always a good idea? We discuss a potential deal in pharma today, plus we go over the latest in interest rates and what we’re watching this week. </p> <p><br></p> <p>Travis Hoium, Lou Whiteman, and Rachel Warren discuss:</p> <p>- AstraZeneca + BMS?</p> <p>- Why Merge Now?</p> <p>- Rising Interest Rates?</p> <p>- The Market’s Reaction</p> <p>- SpaceX Earnings Ahead</p> <p>- Can Uber Impress?</p> <p><br></p> <...
Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not
<p>Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now watching the AI trade very carefully. She has questions the market isn't asking. Motley Fool analyst Rachel Warren continues her conversation with Bethany, turning the lens on the market right now. She discusses why the free cash flow of the Magnificent Seven is quietly turning negative, why the circular financing inside the AI ecosystem makes it nearly impossible to see what's really going on, and why the S&P 500 index fund you think is keeping you...
