A red hot software company is continuing to impress investors.
(00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss:
- Palantir’s impressive results.
- Harvard’s “just ok” endowment returns.
- Why individuals have advantages over institutional investors.
- Stories causing them to be rationally optimistic.
C ... Show More
Yesterday
Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells
Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ... Show More
19m 25s
Oct 6
Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape Streaming
Paramount and Warner Bros. Discovery have officially joined forces in a $110 billion deal, creating a streaming heavyweight with more than 200 million subscribers—and $80 billion in debt. Travis Hoium, Lou Whiteman, and Matt Frankel break down whether the combined company can com ... Show More
19m 29s
Oct 5
Facing Our Investing Fears
Motley Fool Hidden Gems Investing helps kick off spooky October with an episode that injects a dose of optimism into investor fears. Specifically, there are fears regarding Anthropic’s risk factors in its S-1, but Jon, Matt, and Rachel remind listeners of past risks that didn’t c ... Show More
24m 14s
Mar 2025
Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card
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Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t i ... Show More
50m 12s
Oct 2018
Nair: Current volatility does not mean a big market event is looming.
Dr. Vinay Nair, founder of 55-ip and its Market Risk Indicator said that despite a recent increase in day-to-day volatility, the stock market is not significantly more risky than it was in September or over the summer. Also on the show, Charles Rotblut discusses buying tickets fo ... Show More
1 h
Feb 2025
AI earnings, tariff threats, and bellwether stocks
Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). Merck a real outlier to the downside (8:25). McDonald's earning ... Show More
17m 48s
Jul 2024
Picks, Spills, and a Dunk
D.A. Davidson’s Tom Diffely talks “gold trophy” stocks. Plus, Jack on earnings mishaps and Amazon’s NBA rights deal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
25m 53s
Jul 2021
Ready, steady, pitch! Analysts on their most exciting investment trends
In this month's Rich Pickings three of Fidelity's equity analysts pitch what they think is the most exciting investment opportunity in their sector to a critical panel of portfolio managers. Richard Edgar adjudicates as analysts Johnny Tseng, Emma Newey, and Alex Laing as they pr ... Show More
39m 36s