Microsoft’s cash flow is astounding, and Alphabet’s CFO moves to a pretty cool position – CIO with a big check book.     (00:13) Tim Beyers and Dylan Lewis discuss:   - Microsoft’s strong cloud business, and why the stock’s selloff on guidance is misguided - The slow roll of AI and how investors need to be patient with new tech efforts.  - Why Alphabet may have more good days ahead of it when the advertising market rebounds.  - The legacy of Alphabet CFO Ruth Porat   (16:14) Match group and Bumble have millions of paid users... but how many of those daters are sticking around for a while? Mary Long caught up with Motley Fool contributor Ryan Henderson to discuss the business of dating apps.   Companies discussed: MSFT, GOOG, GOOGL, BMBL, MTCH Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

When interest rates rise, investors are supposed to move to safer assets. (00:14) Jim Gillies and Ricky Mulvey discuss:   - Medpace shares hitting an all time high.  - If investors should prepare for a market correction during a "dopamine fiesta".  - The bull case for air bags and seatbelts. Plus, (16:37) Robert Brokamp takes a look at how Americans are saving for retirement, and how to make better use of a 401(k). Companies discussed: MEDP, ALV Pullback report: www.fool.com/pullback  Host: Ricky Mulvey Guests: Jim Gilles, Robert Brokamp Engineers: Tim Sparks, Heather Horton  Learn more about your ad choices. Visit megaphone.fm/adchoices

A good weekend at the box office doesn’t mean movie theaters are out of the woods yet (00:15) Jason Moser and Deidre Woollard discuss: - Why partnerships may be the future for ESPN. - How a decision on AMC’s preferred stock complicates its future. - The importance of loyal pizza lovers for Dominos. (17:13) Sanmeet Deo and Ricky Mulvey look at the short report for Xponential Fitness and separate out the inflammatory from the potentially concerning. Companies discussed: DIS,  DPZ, AMC, APE, XPOF Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Sanmeet Deo Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Before Bob Iger was the Disney CEO, he was the Disney CEO. For the latest edition of the Motley Fool Money Book Club, Deidre Woollard, Mary Long, and Ricky Mulvey read Bob Iger’s memoir, “The Ride of a Lifetime.” They discuss: The machinations that happen to make acquisitions and win over board rooms Key differences between Bob Iger and Steve Jobs Why businesses do well when they prioritize creativity  Companies discussed: DIS, AAPL, NFLX If you’ve read “The Ride of a Lifetime,” share your takeaways and quibbles with the team at podcasts@fool.com or on Twitter @motleyfoolmoney.  Guests: Deidre Woollard, Mary Long, Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Mattel has 45 films in development. A cinematic take on UNO could be coming to a theater near you.  Mary Long caught up with New Yorker writer Alex Baracsh to discuss his recent piece, “After ‘Barbie,’ Mattel Is Raiding Its Entire Toybox”. They discuss: - How Mattel is becoming an IP company. - Why “The Last of Us” broke the curse of bad video game adaptations. - If big budget movies really need characters that audiences already know. Companies mentioned: MAT, HAS, DIS  Host: Mary Long Guest: Alex Barasch Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

International travel is back in a big way, and Netflix really wants you to choose between higher tiered plans or ad-supported. (00:42) Ron Gross and Andy Cross discuss: - The reasons Netflix is doing away with its lowest paid offering. - What investors should make of the Johnson & Johnson/Kenvue splitoff.  - Why concerns over Tesla’s tightening margins might be overblown - Trends in travel and consumer spending based on results from United, American, Discover, and American Express. (19:04) Motley Fool Money’s Alex Friedman caught up with author David Meerman Scott about the lessons he and Hubspot co-founder Brian Halligan think businesses can borrow from the Grateful Dead. (32:40) Ron and Andy break down two stocks on their radar: Toro and Mueller Industries. Stocks discussed: NFLX, JNJ, KVUE, TSLA, AMEX, DFS, AAL, UAL, AXP Host: Dylan Lewis Guests: Ron Gross, Andy Cross, Alex Friedman, David Meerman Scott Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here? (00:12) Tim Beyers and Deidre Woollard discuss: The challenges with standing up semiconductor factories in the U.S. The different types of chips Taiwan Semiconductor produces and what companies use them. The restrictions that impact ASML. (17:49) Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche. Companies discussed:  ASML, TSM, NVDA, AAPL, ENPH, SEDG Host: Deidre Woollard Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Goldman Sachs' struggles in consumer space, debt restructuring boosts Carvana shares, Chinese car market dominance, challenges for Western car makers in China

When Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient. (00:21) Ricky Mulvey and Asit Sharma discuss: - Schwab’s cash sorting problem. - Takeaways from bank earnings. - A deadline for the Microsoft/Activision deal whooshing by. (11:21) Robert Brokamp answers listener questions about 529 plans, target-date funds, and investing in a 401(k). Companies discussed: SCHW, MS, PNC, BAC, MSFT, ATVI Pullback report: www.fool.com/pullback Got a question for the show? Email us at podcasts at fool dot com. Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

In this podcast, the hosts discuss the introduction of the Tesla Cybertruck and Ford's response of price cut on the F-150 Lightning. They also delve into topics like Eli Lilly's potential success in the weight-loss market and the impact of resuming student loan payments on the economy.