The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.
(00:44) Jason Moser and Asit Sharma discuss:
- The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans.
- Apple’s con ... Show More
Yesterday
Advocate for a Better 401(k) and Tax-Smart Charitable Giving
For many Americans, contributing to an employer-sponsored plan is the primary way they’re saving for retirement. Unfortunately, not all of these plans are excellent, and you’re stuck with the investment choices and features chosen by your employer.Or are you? Longtime Motley Fool ... Show More
22m 47s
Nov 21
Market Volatility and Opportunities We See Today
The market has gotten volatile the last few weeks and some sectors are dropping, like Bitcoin. How are we handling the drop and where are opportunities emerging? Plus, we discuss what CEOs belong in the Hall of Fame.
Travis Hoium, Dan Caplinger, and Jon Quast discuss:
- Why t ... Show More
42m 1s
Nov 20
Semis and Housing and Retail, oh My!
This week is one of the biggest weeks in earnings as NVIDIA, Home Depot, Lowes, Walmart, and Target all reported earnings. All three provide both a look into the financials of great business and a deeper look into three of the biggest markets: AI, housing, and consumer spending. ... Show More
20m 20s
Mar 2025
Insiders React: Return of Digg + Wall Street Panic, Bitcoin Strategic Reserve, Apple Delays AI
<p>Is the stock market's recent nosedive just the beginning of a larger economic shift? As tariffs and political uncertainty rock Wall Street, tech giants like Apple are facing unexpected hurdles in the AI race. Meanwhile, an old internet favorite is poised for a surprising c ... Show More
55m 54s
Feb 2025
Prof G Markets: Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
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Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings ... Show More
55m 7s
Feb 2025
Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings, and examine why big tech has yet to adjust its sp ... Show More
54m 43s
Jul 2025
Can Apple Regain Its Throne? The Battle of Trillion-Dollar Tech Giants
<p><span>In this can't-miss clip of Market Mondays, hosts Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into the fierce competition between the world's biggest tech companies. Is Apple's reign over as the industry's top dog coming to an end, or can Cuperti ... Show More
14m 54s
Feb 2025
MM #247: All-Star Stocks, $100K Investment Strategy, Starting from Zero & Warren Buffett’s Shocking Move!
<p><span>In this episode of Market Mondays, we break down the top stock picks, market trends, and investment strategies. We build an all-star stock team, analyze whether GFL is a buy, and compare top alcohol stocks like Anheuser Busch, Constellation Brands, and Diageo. We also di ... Show More
2h 3m
Feb 2025
How Based is Grok 3? + Robinhood CEO Vlad Tenev on Markets For Everything + Vibecoding 101
<p>This week, Elon Musk brought a new chatbot into the crowded A.I. universe — Grok 3, the latest model from his company xAI. We break down how it compares with other leading models and what it reveals about Musk’s larger ambitions. Then, Vlad Tenev, the chief executive of the in ... Show More
1h 11m
Apr 2024
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer.
On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ... Show More
1h 1m
Feb 2025
Deep Dive: Big Tech’s $325 Billion CapEx Spending Spree
<p>Big Tech is going all-in on AI, with a projected $325 billion in capital expenditures for 2025—but is it a smart bet? In this episode, we break down what CapEx is, why companies like Amazon, Microsoft, Google, and Meta are spending massive sums to build AI infrastructure, and ... Show More
8m 33s
Apr 2021
Stocks Fall Despite Amazon's Blowout Quarter, The Bulls Winning In April, Twitter Tumbles, and Apple vs. the EU
On the final trading day of what has been a strong April for stocks, Carl Quintanilla and Jim Cramer led off the show with a look at blowout quarterly results from Amazon which sent the stock higher. They explored Amazon's dominance over retail and the strength in its Amazon Web ... Show More
43m 49s