In this episode of Motley Fool Money, Travis Hoium, Lou Whiteman, and Rachel Warren discuss whether the market is currently in a bubble, highlighting high valuations of tech companies like Palantir and Robinhood. They then analyze Google's $25 billion investment in data centers and energy infrastructure for AI, debating the potential impact on utilities and suggesting Brookfield as a way to capitalize on the trend. The hosts also cover ASML's earnings report, noting its beat on expectations but cautious outlook due to macro headwinds, and Johnson & Johnson's strong earnings, driven by its innovative medicine and medical device segments. Finally, Lou and Rachel offer their "buy-the-dip" stock picks, with Lou suggesting MercadoLibre and Rachel highlighting Toast as potential opportunities during market turbulence.
Sign in to continue reading, translating and more.
Continue