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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Alphabet Almost Sets a Record No One Wants
<p>Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about the two big reports, as well as some lesser-known companies downstream that are benefitting from massive AI infrastructure spend. Finally, the team closes discussing things from the world of mergers and acquisitions.</p> <p><br></p> <p>Have a question? Email us; podcasts@fool.com </p> <p><br></p> <p>Tyler Crowe, Jon Quast, and Matt Frankel disc...
Is Robinhood Stock Too Expensive?
<p>Robinhood's growth is slowing, but new products and subscription revenue could offer a path forward. Oracle is diversifying beyond Nvidia as competition in AI chips heats up. Meanwhile, Microsoft's latest voluntary buyout offers raise questions about how Big Tech will fund its massive AI investments and whether artificial intelligence is actually making companies more efficient.</p> <p><br></p> <p>Travis Hoium, Lou Whiteman, and Matt Frankel discuss:</p> <p>- Robinhood's Slowing Growth</p> <p>- Gold Momentum</p> <p>- Oracle's AI Chip Strategy</p> <p>- Nvidia's Growing Competition</p> <p>- Microsoft's Voluntary Buyouts</p> <...
SoFi’s Earnings Shine While PayPal & Boeing’s Earnings Look “Meh”
<p>When a bank’s earnings cause the stock to pop more than 15%, then something definitely went right. At least that is what appears to have happened at SoFi this most recent quarter thanks to an earnings beat and raised guidance. Matt, Lou, and Tyler look at the highlights of the earnings reports and poke some holes into the thesis. Plus, Paypal’s earnings show a company in search of different shareholders, who’s to blame for Boeing’s persistent earnings misses, and why Instacart may be in a rush to close a deal.</p> <p><br></p> <p>Have a questi...
Anthropic’s $500 Billion Question
<p>Anthropic's highly anticipated IPO filing reveals explosive growth, surprisingly strong financials, and nearly $500 billion in future AI computing commitments. Meanwhile, Meta looks to raise $95 billion as AI infrastructure companies face mounting financing pressures. Plus, Verizon delivers strong earnings, but investors remain worried about competition from SpaceX's Starlink.</p> <p><br></p> <p>Travis Hoium, Lou Whiteman, and Matt Frankel discuss:</p> <p>- Anthropic's IPO Filing</p> <p>- AI Computing Commitments</p> <p>- Meta's $95 Billion Fundraise</p> <p>- Neocloud Financing Challenges</p> <p>- Verizon's Strong Earnings</p> <p>- Starlink's Wireless Threat</p> <p><br><...
America's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street
<p>The wealthiest people in America aren't who you think they are. Together, they have more net worth than the Forbes 400 by a factor of ten — and almost no one has heard of them. Motley Fool analyst Rachel Warren talks with Eric Zwick, professor of economics at the University of Chicago Booth School of Business and co-author of The Everywhere Millionaire, about the decade of research that rewrote what he thought he knew about wealth, inequality, and the American economy. </p> <p>They get into who actually makes up the top one percent, what these Main Street millionaires can teach pu...
When to Contribute or Convert to a Roth Account
<p>There’s an old saying about investing: It’s not what you make, it’s what you keep. Because you aren’t the only owner of your portfolio; you have a co-owner named Uncle Sam, and he eventually will want his share in the form of taxes.</p> <p><br>However, you can limit how much of your returns you lose to taxes by investing in a Roth retirement account, which offers tax-free growth and withdrawals. But there’s a trade-off: In a year when you contribute or convert to a Roth, you usually pay more in income taxes.<br>Host Ro...
Is the AI Bubble Popping?
<p>Is the AI boom running out of steam, or is the market simply taking a breather? Travis Hoium, Lou Whiteman, and Jason Hall discuss growing concerns over AI spending, SpaceX's ambitious expansion plans, and signs of weakness in the American consumer. The team also makes bold predictions about the future of AI, Apple, Rocket Lab, and Netflix before highlighting two stocks on their radar.</p> <p><br></p> <p>Travis Hoium, Lou Whiteman, and Jason Hall discuss:</p> <p>- AI Bubble Fears</p> <p>- SpaceX's Spending Ambitions</p> <p>- Consumer Spending Weakness</p> <p>- Over...
Did IBM Just Tell the Truth About AI?
<p>Lam Research is a semiconductor machine business that’s breaking records, but its stock price has been cut nearly in half from highs in 2026. Jon, Matt, and Lou talk about historical cyclicality as well as present strengths before giving their opinions of whether it’s a good stock to buy right now. The team also discusses how the Iran conflict impacts some under-appreciated things in the economy before closing with IBM’s unique perspective on the state of the AI market.</p> <p><br></p> <p>Jon Quast, Matt Frankel, and Lou Whiteman discuss:</p> <p>-Lam Research’s recurrin...
SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?
<p >Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual revenue run rate by the end of 2027. Travis Hoium, Lou Whiteman, and Jon Quast break down SpaceX’s transformation into an AI powerhouse, the risks of massive data center investments, and a potential merger with Tesla.<br>Travis Hoium, Lou Whiteman, and Jon Quast discuss:<br>- Netflix’s Slowing Growth<br>- Streaming Advertising Opportunities<br>- SpaceX’s AI Transformation<br>- Musk’s Trillion-Dollar Ambitions<br>- AI Infra...
GE & GM Earnings and Deals, Deals, Deals
<p >Third quarter earnings reports are coming in fast, but this week kicks off with two Hidden Gem stocks making acquisitions to shore up their businesses. Lou, Matt, and Tyler discuss Salesforce's acquisition of Braze and Tradeweb Market’s Trumid acquisition. Plus, a mailbag about building supply company QXO.</p><p ></p><p >Have a question? Email us; podcasts@fool.com</p><p ></p><p >Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:</p><p >- GE’s earnings in a time of high fuel prices</p><p >- GM’s earnings (also in a time of high fuel prices)</p><p >...
