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...
Nvidia, Apple, and Eli Lilly: Manufacturing the Future
The great buildout for AI and GLP-1 drugs continues.
(00:21) Jason Moser and Matt Argersinger discuss:
- How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025.
- Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S.
- Earning updates from Home Depot, Axon, and Cava.
Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/
(19:11) Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks.
(34:53) Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties.
Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Josh Isner
Engineers: Dan Boyd, Rick Engdahl
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40:01
What Drives Nvidia’s Growth?
The tech giant is a data center business.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth.
- CEO Jensen Huang’s vision for AI in the coming years.
- Short sellers targeting digital ad seller, AppLovin.
Companies discussed: NVDA, APP, META
Host: Ricky Mulvey
Guest: Asit Sharma
Producer: Mary Long
Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
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23:52
“The Apple of Public Safety”
Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong.
(00:21) Jason Moser and Mary Long discuss:
- Axon earnings, and the headline that sent the stock down nearly 30% last week.
- What artificial intelligence looks like in policing.
- What success looks like for TJX Companies.
Then, (19:34), Emily Flippen and Ricky Mulvey take a look at Dutch Bros, a fast-growing coffee chain with a sugary valuation.
Companies/tickers discussed: AXON, TJX, BROS
Host: Mary Long
Guests: Jason Moser, Emily Flippen, Ricky Mulvey
Engineer: Dan Boyd
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35:03
Celsius Pays for Growth
Some of the most speculative names in the market are seeing steep declines. What did you expect?
(00:21) Jim Gillies and Ricky Mulvey discuss:
- The recent declines for Palantir and Microstrategy.
- If Home Depot’s cash flow story is intact.
- Celsius’s $1.8 billion acquisition of Alani Nu.
Then, (19:30) Alison Southwick and Robert Brokamp discuss Warren Buffett’s estate plan, and the lessons for regular investors.
Companies/Tickers discussed: PLTR, MSTR, QQQ, HD, CELH, PTON, BRK.A, BRK.B
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Dylan Lewis
Engineers: Dan Boyd, Rick Engdahl
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32:06
Warren Buffett’s State of the Market
Berkshire’s cash hoard is approaching “Dr. Evil” levels.
(00:21) 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.
- Apple’s $500B commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts.
(16:33) 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
Producer: RIcky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
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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