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AI stocks took a hit this week, but does the selloff signal a lasting shift in the market’s biggest trade? Travis Hoium, Lou Whiteman, and Emily Flippen discuss the future of AI spending, companies fighting disruption, and Tesla’s shifting EV strategy. They also challenge assumptions about Google Search, S&P 500 diversification, and Big Tech’s staying power before putting two beaten-down stocks on their radar.

Travis Hoium, Lou Whiteman, and Emily Flippen discuss:

- Is AI Over?

- Non-AI Opportunities

- Tesla Ends Cybertruck

- Are We Sure?

- Big Tech Risks

- Stocks On Our Radar

Companies discussed: Nvidia (NVDA), Duolingo (DUOL), Uber Technologies (UBER), Alphabet (GOOGL), Datadog (DDOG), Tesla (TSLA), Meta Platforms (META), Apple (AAPL), Rivian Automotive (RIVN), Volkswagen (VWAGY), Microsoft (MSFT), Axon Enterprise (AXON), Zebra Technologies (ZBRA)

Host: Travis Hoium

Guests: Lou Whiteman, Emily Flippen

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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Today’s stock drop may have caught a lot of people off guard, but that is the price we pay to invest in stocks. Knowing how to control one’s emotions on these types of days can be just as important as picking the right stocks. Plus, Qualcomm, Cava, and Dutch Bros earnings and a first look at robotics stock Agility Robotics

Have a question? Email us; podcasts@fool.com

Jon Quast, Tyler Crowe, and Matt Frankel discuss:

- “Emotional hedges” for big down days

- Qualcomm’s earnings & its SpaceX deal

- Is a slower data center buildout actually good?

- Cava & Dutch Bros earnings

- First Look: Agility Robotics

Companies discussed: QCOM, AAPL, QCOM, SPCX, TMUS. VZ, T, CAVA, BROS, AGLT, NVDA, AMZN,

Host: Tyler Crowe

Guests: Matt Frankel, Jon Quast

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices
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Stocks are rallying after the midterm elections, but does the outcome really matter for long-term investors? AMD's blockbuster earnings show that AI infrastructure spending is still accelerating, even as questions about returns on investment remain. Plus, CVS announces plans to split into two publicly traded companies, potentially unwinding decades of consolidation.

Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Today's Market Pop

- Elections and Stocks

- AMD's AI Earnings

- AI Infrastructure Spending

- CVS's Breakup Plans

- Healthcare Industry Consolidation

Companies discussed: Comfort Systems USA (FIX), Advanced Micro Devices (AMD), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOGL), Nvidia (NVDA), CVS Health (CVS), Amazon (AMZN).

Host: Travis Hoium

Guests: Lou Whiteman, Rachel Warren

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

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This was the first earnings report for Apple under new CEO John Ternus. Despite the leadership change, there were a lot of similar themes to the time of CEO Tim Cook: supply chain challenges and what to do with all that extra cash. Matt, Lou, and Tyler take a look at Apple’s earnings under new leadership and speculate what they should do with that excess cash. Plus, Shopify and Palantir’s earnings misses, SpaceX acquisition rumors, and a shakeup among oil refineries.

Have a question? Email us; podcasts@fool.com

Tyler Crowe, Lou Whiteman, and Matt Frankel discuss:

- Apple’s same old earnings and supply chain challenges.

- What should Apple do with its massive cash pile

- Palantir’s earnings & how much more government work it can get.

- Shopify’s less than perfect earnings

- SpaceX rumors to do “something” with Boost Mobile

- Carl Icahn’s CVR Energy Buys Refineries for $4 billion

Companies discussed: AAPL, BRK.B, MU, NVDA, SHOP, PLTR, SPCX, CVI, MPC

Host: Tyler Crowe

Guests: Matt Frankel, Lou Whiteman

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices

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Custom silicon company Marvell wants to acquire Lumentum at $115 billion, dwarfing many previous deals in the publicly-traded tech space. Jon, Matt, and Rachel talk about why Marvell is so eager to bring this optic technology in-house and what it could mean for the competitive landscape. The team also tackles the terms of the deal before ending the episode with a question from the mailbag from a listener sitting on a greater-than 50% loss in a concentrated portfolio.Jon Quast, Matt Frankel, and Rachel Warren discuss:-Marvell’s huge swing to acquire Lumentum-How Lumentum helps it better compete with powerhouse Broadcom-The terms of the deal and what it means for investors-What the deal could mean for Marvell stock-Mailbag: What to do when you’re young and sitting on big investment lossesCompanies discussed: Marvell (MRVL), Lumentum (LITE), Broadcom (AVGO)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Dan BoydDisclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices