Motley Fool Money is a daily podcast for stock investors.
Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment anal...
The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around?
(00:14) Jason Moser and Mary Long discuss:
- Why not all airlines are facing the same headwinds
- GM’s quarterly net loss
- The just-announced partnership between X and Visa.
Then, (14:54), Robert “Bro” Brokamp and Amy Bach talk about how homeowners can better understand their insurance policies and how to prepare for a potential loss.
Tickers mentioned: JBLU, UAL, DAL, GM, V
Host: Mary Long
Guests: Jason Moser, Robert “Bro” Brokamp, Amy Bach
Engineers: Rick Engdahl, Austin Morgan
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29:26
DeepSeek and AI’s Efficiency Era
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.
(00:14) 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.
- What to focus on when the affected big tech companies – Apple, Microsoft, Meta, ASML – report earnings this week.
(19:15) 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
Engineers: Rick Engdahl
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31:42
How Nvidia Changed the World
There’s more to the legendary chipmaker than its tech stack.
Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia Way.” Best-selling author Morgan Housel interviews Kim for a conversation about:
- The early days at Nvidia and its long path to “overnight” success.
- What drives Nvidia’s employees.
- How Jensen Huang takes long-term thinking to the extreme.
Premium Motley Fool members can catch Morgan and Tae’s full conversation here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-the-nvidia-way
To become a premium Motley Fool member, go to www.fool.com/signup
Host: Morgan Housel
Guest: Tae Kim
Producer: Mac Greer, Mary Long
Engineer: Tim Sparks, Rick Engdahl
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30:10
S&P 500: New Highs, Same Valuation Questions
At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence.
(00:44) Jason Moser and Asit Sharma discuss:
- The S&P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it.
- Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech.
- Fantastic earnings reports from Netflix, GE Aerospace, and Twilio.
(19:03) Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders.
AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep
(32:30) Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin.
Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN
Host: Dylan Lewis
Guests: Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip
Engineers: Rick Engdahl
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39:54
AI Gets Star Power
...as if it didn’t have enough already!
(00:14) Asit Sharma and Mary Long discuss:
- The new venture to build out American AI infrastructure.
- How 20 data centers get a $500 billion price tag.
- GE Aerospace’s razor-and-blades business model.
Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny.
Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG
To become a premium Motley Fool member, go to www.fool.com/signup
Host: Mary Long
Guests: Asit Sharma, Seth Jayson
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
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30:56
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Motley Fool Money 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 investing classes and longer-form interviews.
The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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