The New Villian in Tech
Memory prices have skyrocketed because of AI demand and that’s not extending into the consumer market after Apple raised prices on nearly all of its products. We discuss why memory is up and how Silicon Valley made itsel...
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Memory prices have skyrocketed because of AI demand and that’s not extending into the consumer market after Apple raised prices on nearly all of its products. We discuss why memory is up and how Silicon Valley made itsel...
If it wasn’t apparent already, the Federal government has made expanding the fleet of nuclear reactors a strategic priority. This week, the Department of Energy announced a new financing deal that will encourage the deve...
Like it or not, Micron is driving the stock market and the company’s earnings report will tell us a lot about the future of memory and compute demand. Plus, we talk about Meta’s new prediction markets app and Alphabet jo...
It hasn’t been in many headlines (thanks, AI), but pharmaceutical companies are on a merger & acquisition spree that could break records. With more than $126 billion in deals so far this year, companies are looking for n...
The Hidden Gems investing team dissects the big weekend for Toy Story 5 and which stocks could be winners with a resurgent box office. From there Jon, Matt, and Rachel look at how natural gas is poised to power data cent...
Every time you listen to an earnings call, you're scanning for signs that a company knows where it's going. But what if the most confident-sounding language is actually the biggest red flag? Motley Fool analyst Rachel Wa...
Host Robert Brokamp is joined by Fool contributor Dan Caplinger to answer financial planning questions sent in from listeners, including:-How do ETFs affect the recommendation to own 25 to 50 stocks?-How can a new retire...
Are layoffs starting to backfire in Silicon Valley? As Robinhood and Rivian announce job cuts, employees at Meta Platforms are starting to revolt against job cuts and reassignments into jobs they didn’t sign up for. Plus...
Data centers might have a climate problem. With more than 80% of data centers worldwide in regions at high risk of drought, flooding, or wildfires. The implication of these trillions in investment being at elevated risk ...
The smartphone could be a thing of the past if Snap has its way an Specs take over the market. But at $2,195 it could be a tall task selling these to consumers, even if they were stylish. Plus, we talk about Rivian’s lay...
Pretty much every sports fan dreams of owning their favorite team. Between the bragging rights and the courtside seats, who wouldn’t want to be? While you may not be able to be a partial owner of your favorite team, ther...
There’s a tentative deal for peace in the Middle East as the U.S. and Iran are set to sign an agreement this week. Jon, Matt, and Rachel talk about how long it will take for things to get back to normal if the deal holds...
Every time you buy a stock, you tell yourself a story about why it's going to work. But what if that story is the most dangerous thing in your portfolio? And what if the same behavioral blind spots that trip up individua...
Tax rates are as low as they've been in decades. Yet due to ballooning government deficits and increasingly underfunded entitlements, it's reasonable to have a hedge against higher tax rates in the future. One way to pro...
SpaceX is officially public and we explain not only why that matters, but also how it may benefit companies like Alphabet long-term. We also explore what’s wrong at Adobe, why Apple has become boring, and the stocks on o...
Oracle’s earnings results made one thing abundantly clear, the spending rate for data centers and AI infrastructure isn’t slowing down any time soon. While the market didn’t respond too favorably to the announcement it w...
Five years ago, electric vehicles were the talk of the market. But in the U.S., sales of electric vehicles are falling and competition is heating up. With that backdrop, Rivian has introduced the R2 and investors still t...
There’s no big headline to point to here, but several small data points and policy decisions all point to one thing: Europe wants to build its own digital infrastructure. That could have profound implications for the meg...
The S&P 500 index is removing Pool Corp and Campbell Soup Company from the index and replacing them with Marvell Technology and Flex. Jon, Matt, and Rachel explain what these two new companies do as well as weigh in on w...
Every time you log into a corporate network, send a file, or spin up an AI agent, something has to decide what's allowed and what isn't. So what happens when the number of things asking for access goes from 50 million us...
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