FedEx delivers. Oracle rides the cloud. Chipotle stumbles. And SeaWorld Entertainment makes a big, big decision. Our analysts discuss those stories and USA Today San Francisco bureau chief John Swartz talks South by Southwest. For a chance to win your own investing library, go to podcasts.fool.com.
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Jul 7
AI Expectations Hit a Fever Pitch
Every quarter recently, semiconductor stocks keep churning out incredible numbers. And every quarter, it seems as those companies somehow “miss expectations”. The most recent example was when Samsung Electronics reported a 1,900% increase in profits, the stock dropped so much it ... Show More
22m 38s
Jul 6
Are Index Funds Making the Market “Irrational”?
Matt, Rachel, and Jon talk about SK Hynix’s upcoming U.S. IPO, explaining what high-bandwidth memory is and which companies could potentially benefit from the company’s IPO proceeds. The Motley Fool Hidden Gems Investing team then tackles two questions from the mailbag. The first ... Show More
27m 23s
Aug 2020
“Fortnite vs. Don Appleone” — Fortnite’s App Tax boycott. USPS pain = FedEx gain. Chili’s virtual wings.
Aaaand we’re back. Fresh off vacation, we’re looking at the screenplay-worthy showdown between Apple and Fortnite. UPS and FedEx stocks get love when the US Postal Service doesn’t. And shares of Brinker International, the owner of Chili’s, jumped after launching a ghost kitchen.$ ... Show More
20m 24s
Apr 2024
Snap Breaks Earnings Curse & US Soft Landing in Trouble?
Episode 310: Neal and Toby recap the standout performances from the Meta, Microsoft, Alphabet, and Snap earnings this week. Then, the latest report on the US economy may show signs that the “soft landing” everyone was hoping for is looking more and more unlikely. Next, Chipotle i ... Show More
29m 32s
Nov 2023
Prof G Markets: OpenAI’s Dev Day, Disney vs. Warner Bros. Discovery, and Uber’s Branding Turnaround
Scott shares his thoughts on Uber’s second consecutive quarter of profitability. He then breaks down why Disney had a better quarter than Warner Bros. Discovery, despite facing the same headwinds. Finally, we hear the latest from OpenAI’s developer event and Sam Altman’s keynote ... Show More
39m 29s
Jan 2024
Disney, Harley, Whopper, Whopper
Jack talks with a top media analyst about Bob Iger’s turnaround prospects, and covers recent developments in bikes and burgers.
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33m 26s
Aug 2025
Walmart Winces at Tariffs & Cracker Barrel’s Stock Sinks From Logo Fiasco
Episode 654: Neal and Ann preview the biggest economic event of the year in Jackson Hole as all eyes are on Fed Chair Jerome Powell’s address. Then, Walmart is standing pat against the force of tariffs as it remains resilient amidst rising costs, but how can it hold? Also, Google ... Show More
29m 51s