Episode Details

Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and whether Microsoft is the best Mag7 stock right now. Plus, an earnings lightning round and whether single stock or basket is the best approach.

Have a question? Email us; podcasts@fool.com

Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic

Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:

- Meta and Microsoft’s earnings reports.

- The best MAg 7 stock to buy now

-Hidden Gems earning highlights

-Maibag: Buy single stocks or bet on several companies in the same industry?

Companies discussed: META, MSFT, GOOG, NVDA, MA, V, EME, GRMN, LHX, HD, LOW, AMD, CAT, DE.

Host: Tyler Crowe

Guests: Matt Frankel, Lou Whiteman

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit ⁠⁠⁠⁠megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices