Motley Fool Money

The fewer eyes on a market, the less efficient it’s going to be. 

Bill Mann is the Director of Small Cap Research at The Motley Fool. He joined Ricky Mulvey to check on the small caps. They discuss:

- What investors should look for in younger companies.

- If Walgreens has a real turnaround story brewing.

- A rapidly growing travel company out of South America.

Companies discussed: WBA, SCHW, CRSP, DESP

Host: Ricky Mul...

NFL owners approved private equity firms investing in teams this season, we talk about the soaring franchise valuations and hear a player’s perspective on money.

(00:21) Emily Flippen and Matt Argersinger discuss:

- Weak jobs data, inverted yield curve, and whether the market will cheer a larger rate cut this fall.

- Why private equity is interested in Smartsheet and putting money into NFL franchises this season.

- The latest earnings updates from: Toro, Docusign, and ABM Industries

(20:20) Brandon Copeland played ten years in...

It takes more than a buncha buzzwords to build a company.

(00:21) Tim Beyers and Mary Long discuss:

How jobs reports impact investment theses

A tech company’s changing identity

What C3.ai actually does

(XX:XX) Sanmeet Deo joins Mary for a look at how a chicken restaurant cooks up success.

Learn more about the Range Rover Sport www.landroverusa.com

Companies discussed: AI, NVDA, MSFT, WING

Host: Ma...

The Department of Justice has some questions about Nvidia’s business.

(00:21) Jason Moser and Ricky Mulvey discuss:

- The subpoena that instigated the chip maker's selloff.

- A record amount of share repurchases by corporations.

- Earnings from Dick’s Sporting Goods and Dollar Tree.

(18:10) Motley Fool contributor Matt Frankel joins Ricky to take a look at real estate brokerages Redfin and Zillow, and discuss what lower interest rates mean for the industry.

Companies discussed: NVDA, GS, DKS, WMT...

Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around?   

(00:21) Asit Sharma and Dylan Lewis discuss:

- The latest sign of Intel’s struggles – possibly being removed from the Dow – and how it got here.

- Elliot Management’s increased stake in Southwest, and how the activist investor is planning on improving the airline.

- Boeing’s recent analyst downgrade, and why manufacturing issues might lead to financial ones for the company’s aerospace and airline divisions.

(16...

“If you thought we were in the weeds, now we’re about to start tunneling.”

Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads up, this show gets to some more advanced concepts than our usual fare. They discuss:

- The basics of balance sheets. 

- If lululemon has an inventory problem.

- A cautionary tale from a mattress seller. 

- Companies with strong balance sheets, (besides Berkshire Hathaway).

When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already a lot more competition. 

Jeremy Kahn is the AI Editor at Fortune Magazine and the author of the new book, “Mastering AI: A Survival Guide to our Superpowered Future.” Alex Friedman caught up with Kahn to talk about the current AI landscape. They also discuss:

Host: Alex Friedman

Guest: Jere...

Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised. 

(1:08) Jason Moser and Bill Mann discuss:

- Nvidia’s killer quarter, and why the market yawned over the results. 

- The global IT outage’s impact on Crowdstrike’s past quarter and outlook for the rest of the year. 

- Chewy’s continued turnaround, Dollar General’s merchandising woes, and the new-look mature Salesforce.

(28:21) Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent move...

Why is the chip designer spending $50 billion on share buybacks?

(00:21) Tim Beyers and Ricky Mulvey discuss:

- Highlights from Nvidia’s earnings.

- What future supercomputing systems could create.

- CrowdStrike’s first call since its outage.

Companies discussed: NVDA, CRWD, PANW, S

Learn more about the Range Rover Sport at www.landroverusa.com

Host: Ricky Mulvey

Guest: Tim Beyers

Engineer: Tim Sparks

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

The U.S. has tried to prevent advanced microchips from getting into the hands of its military rivals. They’ve only had partial success.

(00:21) Alicia Alfiere and Mary Long discuss results from retailers, Abercrombie’s turnaround, and Chewy’s commitment to customers.

Then, (12:40) New York Times reporter Ana Swanson talks with Ricky Mulvey about how Nvidia chips are ending up in China, despite America’s efforts to keep them stateside. Read Ana’s story here.

Companies discussed: CMG, JWN, ANF, CHWY, NVDA

"With Smugglers and Front Companies, China is Skirting American A.I. Bans."...