logo
episode-header-image
Feb 2025
40m 24s

Big Tech’s $300B Spending Spree

The Motley Fool
About this episode
tail spinning
Up next
Yesterday
The Fast Casual Comeback Tour
Fast casual restaurant stocks were hit hard over the past year, but many have snapped back over the past month. In today’s episode of Motley Fool Money, Emily Flippen is joined by Fool analysts Sanmeet Deo and Jason Hall to break down what has caused the rebound, how consumer tas ... Show More
22m 43s
Jan 19
TSM or NVDA: Who Ya Got?
Last week, Taiwan Semiconductor (NYSE: TM) put up stellar fourth-quarter numbers, signaling that we've yet to reach peak AI demand. Are we in for another banner year in 2026? Jason Hall, Travis Hoium, and Tim Beyers discuss: - TSM's spectacular Q4 and capex spending plan. - Which ... Show More
26m 55s
Jan 18
Interview with Redwire CEO Peter Cannito
Peter Cannito is the Chairman and CEO of Redwire, a space infrastructure and services company. Motley Fool contributor Lou Whiteman talks with Cannito about the business of space and the business of Redwire. Host: Lou Whiteman Guest: Peter Cannito Producer: Bart Shannon, Mac Gree ... Show More
20m 39s
Recommended Episodes
Apr 2023
Richard Thaler & Cade Massey on the NFL Draft, Misbehaving GM's, & Exploiting Inefficiencies | #477
Today’s special episode is to prepare you for the NFL draft next week. Nobel laureate Richard Thaler is back with Wharton’s Cade Massey to talk about their famous paper on the NFL draft that even the GOAT Bill Belichick read. The guys share what they learned years ago – NFL teams ... Show More
1h 1m
Feb 2025
Why These 5 Ads Are The Best and Worst Super Bowl LIX Ads (Part One)
Super Bowl ads aren’t just commercials—they’re a cultural moment, a case study in brand impact, and a $7 million gamble for 30 seconds of airtime. In this episode, Ralph and Lauren break down the best, the worst, and the most effective ads from this year’s game. From Wanda Sykes ... Show More
31m 58s
Aug 2024
👟 “Dad Shoe Destiny” — New Balance’s renaissance. Ulta’s Warren Buffett win. Sports Betting vs. Stock Investing.
New Balance just passed Under Armour in sales… because of its Dad Shoe pivot.Warren Buffett’s newest investment? $260M in Ulta Beauty… because Ulta changed how ya buy makeup.A wild new study breaks down a big new tradeoff… Every $1 in sports betting is $1 not invested.Plus, only ... Show More
23m 56s
Oct 2024
🗳️ “Vote or Bet?” — Robinhood’s election betting. Cosm’s live football theater. McFlurry’s government fix.
You can now bet on the election outcome on Robinhood… but which is a better predictor, betting or polls?Would you watch football in an Imax theater?... Because Cosm raised $250M for theatrical live sports. Why are 15% of McD’s McFlurry Machines broken?... We’ll explain that plus ... Show More
22m 57s
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
May 2024
GameStop & Market Manipulation + Is AI Becoming a Bubble, and Is Nvidia Safe?
Scott shares his thoughts on the brief meme stock resurgence of last week and considers whether Keith Gill, otherwise known as Roaring Kitty, should be accused of market manipulation. Then Scott and Ed discuss xAI’s potential deal with Oracle and question if investments in AI cou ... Show More
53m 9s
Nov 2023
🎲 “SportsCenter Casino” — ESPN’s new betting app. De Beers’ diamond vault. Apple’s Google bribe.
ESPN launched its first sports betting app yesterday to crack the dominance of DraftKings and FanDuel — It just might work, media and tech can be teammates.Diamond prices have plummeted 40% this year, so De Beers it’s stockpiling them to prop up prices — Diamonds are forever… but ... Show More
20m 46s
Jul 2024
📺 “$4.7B for NFL fans” — NFL Ticket’s lawsuit loss. Grindr’s AI wingman. The Return of the Billboard.
The NFL just lost an antitrust lawsuit over how you watch the NFL… so fans are getting paid.Every dating app stock is down except for Grindr… because Grindr’s got an AI wingman.And Billboards are back, baby… we’ll tell you how in an age of digital ads, Billboards are big.Plus, if ... Show More
23m 23s
Oct 16
😏 “DTP (Down To Prompt)” — ChatGPT’s erotic pivot. Bill Simmons’ king-maker. Goldman’s D1 Athletes. +Tyra Banks’ hot ice cream.
OpenAI announced erotica will be allowed in the chat… Sam Altman is flooding the zone.Netflix is adding Spotify video podcasts… because Bill Simmons is the king-maker of pods.Big Bank earnings are wild, and powered by ex D1 athletes… It’s Goldman Sacks (as in football sacks).Tyra ... Show More
20m 4s
Oct 22
MAX IS BACK - 2025 Austin GP Recap | The Red Flags Podcast
Matt and Brian recap the Austin GP... They talk Max's chances at the WDC, his ascention to GOAT status if he pulls this off, McLaren choking, Lando maybe has that dog in him, and Mexico GP predictions AND MUCH MORE! The biggest college basketball event outside of March is coming ... Show More
1h 8m