Podcast Episodes
Back to SearchBig Tech’s $650 Billion Bet on AI
What’s a few hundred billion dollars in capex spending among friends? When it comes to big tech, the numbers have gotten astronomical and there’s bot…
1 month, 1 week ago
Did Anthropic Just Give Investors Another “DeepSeek Moment?”
Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of t…
1 month, 1 week ago
Disney Has Its CEO
Disney has hired a new CEO with Josh D’Amaro taking over for Bob Iger in March. We discuss Iger’s legacy, where D’Amaro will take Disney, and why the…
1 month, 2 weeks ago
When AI Starts Building the Game
Who is getting disintermediated when AI enters the gaming race? And where does a shakeup in the c-suite leave a new value stock? In today’s episode o…
1 month, 2 weeks ago
Biotech Beat NVIDIA in 2025. Can It Do It Again?
Big pharma and biotech take the earnings stage this week with reports from Eli Lilly (NYSE: LLNY) and Novo Nordisk (NYSE: NVO) leading the lineup. Wi…
1 month, 2 weeks ago
Interview with Droneshield CEO Oleg Vornik
Droneshield is an Australian-based defense technology company that specializes in counter-drone technology. Motley Fool co-founder and CEO Tom Gardne…
1 month, 2 weeks ago
Two Retirement Experts Discuss How They’ll Decide When to Retire
After saving for retirement for decades, you’ll eventually get to a point when you realize you actually could soon retire. Robert Brokamp speaks with…
1 month, 2 weeks ago
Can Elon Musk Form a Super-Company?
Reports are swirling that Elon Musk is aiming to combine xAI and SpaceX ahead of the SpaceX IPO in 2026. What does that mean for Tesla shareholders? …
1 month, 2 weeks ago
Tesla’s Daring Move
For several years, Tesla has been straddling the fence between an electric vehicle manufacturer and its ambition to pursue autonomous driving and hum…
1 month, 2 weeks ago
Starbucks Is Back, But Is It a Buy?
Earnings season is in full swing and we’re here to break down Starbucks and GM, who reported earlier this week. After that, we’ll talk about why silv…
1 month, 2 weeks ago