Motley Fool Money

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13 snips
Jul 15, 2025 • 21min

Bold Earning Season Predictions

Earnings season kicks off with big banks reporting and insights on the economy emerging. Inflation trends are in focus as NVIDIA’s potential boost from China promises a semiconductor revival. The impact of macroeconomic concerns and investment strategies is debated. Predictions for Confluent surge with the rise of real-time data demands, while Warner Brothers Discovery sparks excitement ahead of its earnings report. Plus, the question of whether 'Crypto Week' is a thing adds intriguing speculation.
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Jul 14, 2025 • 24min

Can Toast Thrive in the Restaurant Renaissance?

Rick Munarriz, a restaurant industry analyst and original TMF Edible teammate of Tim Beyers, joins the discussion to explore the restaurant sector's surprising resilience amid inflation. They highlight valuable data indicating growth and examine innovations enhancing efficiency at popular chains. The duo debates the future of Toast, weighing its potential against growth challenges. Additionally, they provide investing insights, emphasizing the importance of credible resources and the role of technology in transforming dining experiences.
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14 snips
Jul 13, 2025 • 18min

Data Scientist Hilary Mason on AI and the Future of Fiction

Hilary Mason, Co-founder and CEO of Hidden Door, dives into the innovative intersection of AI and storytelling. She discusses how her company transforms literary works into interactive social role-playing games, emphasizing the collaborative role of fans. Hilary also addresses the ethical concerns surrounding AI and authorship, drawing parallels to the impacts of Napster on the music industry. Additionally, she highlights the evolving landscape of entertainment, where traditional boundaries between books, movies, and games are increasingly blurred.
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23 snips
Jul 12, 2025 • 26min

Tom Gardner: A Message to All Investors

Tom Gardner, Co-founder and CEO of The Motley Fool, shares valuable insights for investors. He highlights common mistakes like selling winning stocks too soon and stresses the importance of patience. Gardner advises investors to steer clear of certain risky investments and encourages a long-term strategy, particularly in undervalued stocks and international markets. He also discusses the wisdom of seeking reliable financial advice and the implications of unregulated AI technology on various sectors, making for a thought-provoking discussion.
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13 snips
Jul 11, 2025 • 42min

AI, Superman, and Solar’s Kryptonite

Investment analysts Jason Hall and Matt Frankel explore the latest trends in AI stocks, particularly in the data center sector with CoreWeave. They analyze the winners and losers in the energy and solar landscape, influenced by new legislation. Joining them, Dave Schaeffer, CEO of Cogent Communications, shares insights on working with giants like Netflix. The conversation dives into streaming wars, intellectual property rankings among major studios, and how market demands shape investment strategies in tech and renewable energy.
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19 snips
Jul 10, 2025 • 22min

Taiwan Semi’s $100 billion plan and housing is hot!

Matt Frankel, a Motley Fool analyst specializing in real estate and finance, dives into exciting news from Taiwan Semiconductor, which recently reported a stunning 39% revenue growth driven by AI demand. He also discusses how lower mortgage rates are reinvigorating the housing market, boosting sales and refinancing. Notably, TopBuild's expansion into roofing and Ferrero's acquisition of WK Kellogg highlight significant movements in the market. Frankel brings keen insights into the dynamic landscape of tech and real estate.
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22 snips
Jul 9, 2025 • 21min

Starbucks' China Challenge and Decoding Meta's AI Push

Lou Whiteman, a savvy analyst from Motley Fool, delves into Starbucks' strategy to sell a stake in its China operations. They discuss the cultural adaptations necessary for success in this market while also tackling leadership changes in Hershey and Starbucks. The conversation shifts to Meta's bold investments in AI and growing eyewear ventures, shedding light on the implications for investors ahead of earnings season. Tune in for insights on how these brands are navigating challenges and what to watch moving forward!
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12 snips
Jul 8, 2025 • 15min

Is Amazon the Best Prime Day Deal?

Jason Hall, an investment analyst at The Motley Fool, joins the discussion to dissect Amazon's financial landscape ahead of Prime Day. The conversation dives into trade tariffs and their effects on retail, raising questions about the stock's valuation. They also share insights on how AWS and increasing ad revenue are crucial for Amazon’s growth. Additionally, the talk touches on Elon Musk's political ambitions and the challenges of third-party politics, alongside bold market predictions that stir excitement for the future.
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15 snips
Jul 7, 2025 • 20min

Dinosaurs Roar for Comcast and CoreWeave Goes Shopping

Jason Moser, a Senior Analyst at Motley Fool, joins Andy Cross to discuss the box office success of 'Jurassic World Rebirth' and its implications for Comcast's financial health. They dive into CoreWeave's recent acquisition of Core Scientific, highlighting the competitive AI landscape. Oracle’s strategic moves in cloud services for the government are also analyzed. Finally, they share insights on investment opportunities in aerospace and precision manufacturing, emphasizing the importance of patience in the market.
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Jul 5, 2025 • 49min

RBI Replay: What You’ve Done to Create Financial Freedom Vol. 3

Explore the journey to financial freedom with insights from Greek philosophers and inspiring listener stories. Discover the importance of living below your means and the value of resilience in overcoming debt. Learn how surrounding yourself with remarkable individuals can foster personal growth. Hear about the transformative power of early financial education and the gradual path to achieving independence, complete with relatable success narratives that motivate and empower.

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