Motley Fool Hidden Gems Investing is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of personal finance and longer-form interviews.
This Motley Fool Money podcast episode focuses on Nvidia's announcements at its GTC conference, particularly the upcoming Vera Rubin and Vera Rubin Ultra GPUs. The hosts discuss the implications of these advancements for investors, considering the competitive landscape with companies like Meta, Amazon, and Google deve...
This Motley Fool Money episode discusses Alphabet's $32 billion acquisition of Wiz, a cloud security company, highlighting the strategic importance of this deal for Google's cloud business and its competition with Amazon and Microsoft. The hosts then analyze BYD's advancements in EV battery technology, emphasizing the...
This Motley Fool Money podcast episode primarily discusses February's US retail sales, which showed a slower-than-expected 0.2% growth, indicating tight consumer spending. The hosts then analyze PepsiCo's $2 billion acquisition of the prebiotic soda company Poppi, considering its strategic fit within PepsiCo's portfol...
This podcast interviews Ian Cassel, a micro-cap investor, about his strategies. The discussion covers defining micro-caps (market capitalization under $500 million), identifying promising companies (profitable, with strong leadership, and dominating niche markets), and managing a micro-cap portfolio (average holding p...
This Motley Fool Money podcast episode discusses the S&P 500 entering correction territory, analyzing market volatility driven by uncertainty around tariffs and global economic factors. The hosts and guests debate the implications for consumer spending and discuss the performance of specific companies like Adobe, Tesl...
This Motley Fool Money podcast episode discusses the current market downturn and its impact on various sectors. The hosts analyze Dollar General's earnings report, revealing a struggling lower-end consumer despite rising prices, and discuss the implications for other retailers. They then delve into the impact of chan...
This Motley Fool Money podcast episode discusses the five-year anniversary of the WHO declaring COVID-19 a pandemic and its impact on the economy and stock market. The hosts analyze companies that thrived or struggled during this period, using Zoom and ServiceNow as examples of contrasting performance. They then disc...
This Motley Fool Money podcast episode primarily discusses preparing for a potential recession and its implications for long-term investors. The hosts and guest analyze recent market downturns, considering the impact of a trade war and decreased consumer spending. Asit Sharma advises against drastic portfolio changes...
This podcast episode analyzes two major mergers: Redfin's acquisition by Rocket Companies and ServiceNow's acquisition of Moveworks. The hosts discuss the rationale behind each deal, exploring the strategic benefits and potential challenges. They also analyze the market reaction to the Redfin acquisition, noting the ...
This podcast features an interview with Marc Benioff, Salesforce CEO, focusing on the shift from generative to agentic AI and its impact on businesses. The conversation covers Salesforce's AgentForce product, its rapid adoption rate (exemplified by its use at Vans and Singapore Airlines), and a comparison with Microso...
This Motley Fool Money podcast episode analyzes recent market volatility, focusing on the impact of tariffs and uncertainty on economic indicators like inflation and GDP growth. The hosts discuss the February jobs report, Target's declining performance, and Costco's surprising stock drop despite strong earnings, highl...
This podcast episode interviews Karl Thiel about Intuitive Surgical, a leading robotics company in minimally invasive surgery. The discussion covers their flagship DaVinci Surgical System, its applications (urology, gynecology, general surgery), and its evolution over 25 years, including the addition of force feedback...
This Motley Fool Money podcast episode discusses the economic and market impacts of recent policy decisions from the US government, specifically focusing on new tariffs and a proposed cryptocurrency reserve. The hosts analyze potential market volatility caused by the tariffs, considering both worst-case scenarios and ...
This Motley Fool Money podcast episode primarily discusses the impact of new tariffs on goods from Canada, Mexico, and China. The hosts, Ricky Mulvey and Jason Moser, analyze the situation, considering its political implications and effects on various companies. They examine how companies like Home Depot, Taiwan Semi...
This podcast episode discusses three main business news stories: the Hong Kong IPO of Mixue, a Chinese boba and ice cream chain with more outlets than McDonald's; the departure of Kroger's long-time CEO due to personal conduct issues; and Domino's finally adding stuffed crust pizza to its menu after years of customer d...
This podcast interviews Karl Thiel about the booming market for GLP-1 weight-loss drugs like Ozempic and Mounjaro. The discussion covers the drugs' mechanisms, material differences between various GLP-1 drugs (e.g., semaglutide vs. terzepatide), concerns regarding side effects and their prevalence, and the implicati...
This Motley Fool Money episode analyzes several companies' recent earnings reports, including Nvidia, Home Depot, Axon, and Cava. The hosts discuss market reactions to these reports, highlighting Nvidia's strong performance despite market expectations and Home Depot's slower growth due to the housing market. An inter...
This Motley Fool Money podcast episode features an interview discussing Nvidia's recent earnings report and AppLovin's market performance. The discussion analyzes Nvidia's strong growth driven by data center revenue from hyperscalers and enterprise businesses adopting AI, exploring the scaling laws of AI compute and ...
This Motley Fool Money podcast episode primarily discusses Axon Enterprise's (AAXN) recent earnings report and its implications. The hosts analyze Axon's strong revenue growth (37%), high net revenue retention rate (123%), and expansion into AI-driven public safety solutions, including the DraftOne police report gener...
This Motley Fool Money podcast episode features an interview with Jim Gillies, discussing recent market turbulence impacting high-growth stocks like Palantir and Microstrategy. Gillies analyzes the sell-off, labeling some market moves as "idiocy" due to speculative behavior and overvaluation. The conversation then shi...
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