Share Sounds from Motley Fool Show

Berkshire’s cash hoard is approaching “Dr. Evil” levels. Tim Beyers and Dylan Lewis discuss Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter, Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there, and Apple’s $500Bn commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts. Then, 16 minutes in, American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health. Companies discussed: BRK.A, BRK.B, AAPL, MNMD. Host - Dylan Lewis; Guests - Tim Beyers, Rob Barrow, Ricky Mulvey

If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution. David Meier and Ricky Mulvey discuss why Microsoft and Meta rely on Arista Networks, how Arista CEO, Jayshree Ullal, is managing Wall Street expectations, and the downfall of dating app Bumble. Then, 19 minutes in, Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favour of renters. Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB. Host - Ricky Mulvey; Guests - David Meier, Anthony Schiavone

Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store? Jason Moser and Ricky Mulvey discuss Apple's and Meta’s robotics ambitions, earnings from payments company Adyen, and what Berkshire Hathaway is buying and selling. Then, 17 minutes in, Alison Southwick and Robert Brokamp answer listener questions about saving for kids, how inflation affects financial ratios, and starting a 401(k) plan at your workplace. Companies discussed: APPL, META, ADYEY (OTC), BRK.A, BRK.B, BAC, POOL, STZ. Host - Ricky Mulvey. Guests - Jason Moser, Robert Brokamp, Alison Southwick

Now he wants to run OpenAI. Jason Moser and Mary Long discuss Elon Musk’s bid for OpenAI, what BYD’s rollout of self-driving technology means for Tesla, revitalized interest in Upstart’s AI lending platform, and developments in the buy now, pay later space. Then, 18 minutes in, Anand Chokkavelu hosts Fool contributors Jason Hall and Rick Munarriz for a Scoreboard episode breaking down Trex, the composite decking company. To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup. Companies mentioned: MSFT, TSLA, BYD, UPST, JPM, AFRM, FIS, TREX. Host - Mary Long; Guests - Jason Moser, Anand Chokkavelu, Jason Hall, Rick Munarriz

The principles of investing are fairly simple to understand. Application requires some intensity. William Green is the author of 'Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life'. Green also hosts a podcast with the same title. Robert Brokamp caught up with him for a conversation about what successful investing comes down to, the personality traits of market beaters, and investing lessons from Charlie Munger, Howard Marks, and John Templeton. Companies mentioned: BRK.A, BRK.B, MKL. Host - Robert Brokamp; Guest - William Green

DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend. Ron Gross and Jason Moser discuss what the Jobs report and the tariff headfake mean for the big macro, earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025, and PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world. Then, 19 minutes in, this year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular season’s been any indication – plenty of ads for sports betting Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling. Finally, 34 minutes in, Ron and Jason break down two stocks on their radar: Academy Sports And Outdoors and Uber. Stocks discussed: AMZN, GOOG, GOOGL, PYPL, SPOT, CMG, DK, MGM, AOS, UBER. Host - Dylan Lewis; Guests - Ron Gross, Jason Moser, Ricky Mulvey, Nick Sciple

Think you know how the trade wars will shake out? Don’t bet on it. Jim Gillies and Ricky Mulvey discuss the reaction to potential tariffs in Canada, separating your political ideas from your investments, and PayPal’s $15 billion buyback authorization. Then, 16 minutes in, Alison Southwick and Robert Brokamp offer some ways to get your 401(k) in better shape. Companies mentioned: PYPL. Host - Ricky Mulvey; Guests - Jim Gillies, Alison Southwick, Robert Brokamp

The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending. Jason Moser and Asit Sharma discuss the shockwaves of a cheaper, more efficient option in AI compute, why big tech leaders like Microsoft and Meta are sticking to their buildout plans, and Apple’s continued struggles to find growth with the iPhone and its China business. Then, 19 minutes in, the earning rundown continues: Tesla finishes a flat year, but has big futurey plans for 2025 and 2026, Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks”, and Visa and Mastercard show the consumer is still doing quite alright. Finally, 34 minutes in, Jason and Asit break down two stocks on their radar: UPS and ServiceNow. Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW. Host - Dylan Lewis; Guests - Jason Moser, Asit Sharma

Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment? Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss whether the DeepSeek story changes how investors should view off-the-walls AI spending, the future of Reality Labs, Microsoft’s $13Bn-and-growing AI business, and why “fungible fleet” is a potentially ominous phrase for Sam Altman. Companies discussed: META, MSFT, NVDA. Host - Mary Long; Guest - Asit Sharma

The tech battle between China and the U.S. is heating up — one player just showed the world that AI can be done well with a lot less. Tim Beyers and Dylan Lewis discuss the Chinese app that is shaking up the AI landscape — DeepSeek — and how its leaner, less resource-intensive approach will affect artificial intelligence technology, why software prowess and efficiency will be the major themes for AI in 2025, and what to focus on when the affected big tech companies — Apple, Microsoft, Meta, ASML — report earnings this week. Then, 19 minutes in, Senior Fool Analyst David Meier interviews John Zahurancik Fluence Energy’s President of the Americas about the utilities side of the renewables market. Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC. Host - Dylan Lewis; Guests - Tim Beyers, David Meier, John Zahurancik