Share Sounds from Motley Fool Show related to Shares

Oh yes, we’re talking all kinds of stocks! Jason Hall and Matt Frankel discuss AI stocks in the data center space (including CoreWeave), winners and losers in energy and solar from the Big Beautiful Bill and, with Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix. Then, 19 minutes in, Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent’s deals with customers like Netflix and Meta Platforms work and what keeps him up at night. Finally, 33 minutes in, Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar. Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD. Host - Anand Chokkavelu; Guests - Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer

Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go shopping. Tyler Crowe and Matt Frankel discuss Taiwan Semiconductor’s most recent earnings report, the torrid pace of AI spending, lower mortgage rates are taking the cork off existing home sales and refinancing, insulation contractor TopBuild now does roofs, Ferrero International acquires WK Kellogg, and two stocks we’re watching this earnings season. Tickers Mentioned: TSM, NVDA, RKT, HD, BLD, QXO, KLG, KO, PEP, HSY, MDLZ, K, NSRGY, PLD. Host - Tyler Crowe; Guest - Matt Frankel

For once, the big tech giants are not driving the market’s returns. Motley Fool Senior Analyst, Anthony Schiavone, and Motley Fool Asset Management’s Chief Investment Strategist, Bill Mann, join Ricky Mulvey to discuss American equity markets reaching all-time highs, the surprising performance of dollar stores, what the passage of The Big Beautiful Bill means for EV makers and the federal deficit and Ricky’s goodbye to Motley Fool Money. Then, 19 minutes in, Motley Fool Canada’s Jim Gillies joins Ricky to discuss speculation in the market and to shine a light on five stocks to keep an eye on. Finally, 35 minutes in, Bill and Anthony discuss two radar stocks, Alphabet and Target. Companies discussed: MSFT, META, TSLA, DG, MEDP, LULU, SMPL, ATGE, KTB, TGT, GOOG, GOOGL. Host - Ricky Mulvey; Guests - Bill Mann, Anthony Schiavone, Jim Gillies

Jobs hold steady, Cloudflare takes a stand on AI and the stocks leading us to financial freedom. Jason Moser and Andy Cross discuss the recent jobs report, what the stress test means for banks, the current state of autos, Cloudflare pushes back on AI crawlers, and stocks to celebrate financial freedom. Tickers mentioned: BAC, TSLA, F, GM, NET, NFLX, HD, WM. Host - Jason Moser; Guest - Andy Cross.

Amazon’s latest data centre will require the same amount of electricity as one million homes. Jason Moser and Matt Argersinger join Ricky Mulvey to discuss the data centre spending boom. Hims & Hers messy breakup with Novo Nordisk, and overrated and underrated business stories from the year so far. Then, 19 minutes in, Progyny CEO, Peter Anevski, joins Tim Beyers and Holly Anderson to discuss the growth path ahead for the health benefits company. Finally, 31 minutes in, Jason and Matt discuss Disney’s box office struggle with “Elio” and offer up two radar stocks: Uber and Otis Worldwide. Companies discussed: AMZN, HIMS, NVO, TSLA, PGNY, DIS, UBER, OTIS. Host - Ricky Mulvey; Guests - Jason Moser, Matt Argersinger, Tim Beyers, Holly Anderson, Peter Anevski

FICO turns to BNPL data and Fiserv embraces a new stablecoin. Andy Cross, Jason Hall, and Matt Frankel discuss FICO to include BNPL data, the importance of Tesla’s robotaxi, Tesla’s advantages and challenges in self-driving, and Fiserv launches its own stablecoin. Companies discussed: FICO, TSLA, GOOGL, UBER, FI, PYPL, CRCL, SHOP. Host - Andy Cross; Guests - Jason Hall, Matt Frankel

Households and businesses are feeling more uncertain about the future, but the labor market is strong. Motley Fool Senior Analysts Asit Sharma and David Meier join Ricky Mulvey to discuss the latest Fed meeting, and what Jerome Powell is watching, what AI means for a consulting giant, and earnings from Kroger and Darden Restaurants. Then, 19 minutes in, we play a portion of our member’s only podcast 'Stock Advisor Roundtable'. Brian Stoffel interviews Motley Fool Co-founder and CEO Tom Gardner about how AI has changed his investing process. Finally, 23 minutes in, Asit and David share two radar stocks: Ferrari and CAVA. Host - Ricky Mulvey; Guests - Asit Sharma, David Meier

The grocer is in a pickle. Can a longtime employee and new CEO turn it around? David Meier and Mary Long discuss the macro factors influencing Powell’s interest rate decision, Andy Jassy’s letter to Amazon employees, and Albertson’s turnaround and market-beating potential (or lack thereof). Companies discussed: AMZN, META, MSFT, ACI, KR. Host - Mary Long; Guest - David Meier

And yet, the market remains close to all time highs. Jason Moser and Matt Argersinger join Ricky Mulvey to discuss macro uncertainty and market bullishness, a record amount of unsold housing stock in the United States, Chime’s IPO, and earnings from RH and Adobe. Then 19 minutes in, Malcolm Ethridge, Managing Partner at Capital Area Planning Group and author of 'Financial Independence Doesn't Happen by Accident'. Finally. 35 minutes in, Jason and Matt share two radar stocks: Chipotle and Whirlpool. Companies discussed: RDFN, CHYM, RH, ADBE, CMG, WHR. Host - Ricky Mulvey; Guests - Jason Moser, Matt Argersinger

Would you be interested in a stock that’s quadrupled in less than three months? Anand Chokkavelu, Lou Whiteman, and Rick Munarriz discuss Chewy earnings, Hype Meter: CoreWeave, and Sezzle vs. Shopify. Companies discussed: CHWY, CRWV, SEZL, SHOP. Host - Anand Chokkavelu; Guests - Lou Whiteman, Rick Munarriz