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Motley Fool Money

2024’s Winners and Losers

Dec 31, 2024
Asit Sharma, an investment analyst at The Motley Fool, dives into the year's investment highlights alongside host Ricky Mulvey. They dissect the S&P 500 winners, examining what traits these companies shared, particularly in the realm of AI. Sharma discusses growing interest in gold and Bitcoin as safe havens amid economic uncertainty, and the recent challenges faced by Walgreens. They also share favorite discoveries from the year and recommend a suspenseful author, blending market insights with a touch of literary flair.
24:43

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Artificial intelligence significantly drove growth for top S&P 500 companies, exemplified by Palantir's remarkable 350% increase in value.
  • Despite the overall market gains, Walgreens Boots Alliance's 64% decline illustrates the uneven challenges faced by companies in retail.

Deep dives

Top Performers and AI Influence

The episode highlights the best-performing companies in the S&P 500 for the year, with artificial intelligence being a significant driver of growth. Palantir stands out with an impressive 350% increase, while companies like Vistra and NVIDIA also marked substantial gains. Asit Sharma emphasizes the theme of AI, noting that investors are eager to find opportunities related to generative AI that could enhance company earnings in the long term. Additionally, companies like United Airlines demonstrate that even those not directly tied to AI can thrive, indicating a diverse market landscape.

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