Target and Crowdstrike are flying after earnings, and in a few years you might be able to take off in an EVTOL. 

(00:21) Asit Sharma and Dylan Lewis discuss:

- Target finally finding its footing, and how the company is turning to loyalty programs for more growth. 
- Crowdstrike’s results showing enterprise spend on cybersecurity isn’t slowing down. 
- Bitcoin’s spot-ETF fueled rise to all-time highs. 

(16:53) Motley Fool Money’s Deidre Woollard talks with analyst Sanmeet Deo about the highly speculative, highly futuristic world of EVTOLs and personal air travel. 

Companies discussed: TGT, CRWD, BTC, JOBY, ACHR

Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Sanmeet Deo
Engineers: Rick Engdahl, Dan Boyd 

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Soaring Stocks and EVTOLs

We try to separate the falling knives from the buying opportunities. 

(00:21) Jim Gillies and Dylan Lewis discuss:

- NYCB’s credit downgrade, material weaknesses, and current struggles. 
- Stitch Fix’s latest earnings, and whether the clothing company could be a turnaround play.
- Why Jim likes the prospects for beat-up fintech company PROG holdings. 

(14:46) Alison Southwick and Robert Brokamp talk about trends in travel and tips if you’re trying to avoid the crowds and fees next time you step on a plane. 

Companies discussed: NYCB, SFIX, PROG

Host: Dylan Lewis
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd 
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Trouble or Turnaround Plays?

The European Commission is the latest to take aim at Apple’s app store.

(xx:xx) Jason Moser and Deidre Woollard discuss:
- Why Spotify and Apple are engaging in a new music streaming battle.
- If Spirit Airlines will seek another buyer.
- Why the latest go-private offer may be good news for Macy’s shareholders.

(xx:xx) Ricky Mulvey and Lou Whiteman cover the state of play for airline stocks.

Companies discussed: AAPL, SPOT, JBLU, M, UAL, DAL, AAL, LUV, ULCC, AER

Claim your Epic discount: www.fool.com/epic

Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Lou Whiteman
Producer: Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
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Consumers, Choice, And Apple

When a stock goes parabolic, there’s more to the story than business performance. 

Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fool’s Interconnected Opportunities investing service to discuss:

- Super Micro’s real business.
- The original bull thesis for the data center service company.
- Super Micro’s relationship with Nvidia.
- What’s behind the stock’s recent performance. 

Stocks discussed: SMCI, NVDA, DELL, HPQ

Host: Mary Long
Guests: Tim Beyers, Kirsten Guerra
Producer: Ricky Mulvey 
Engineer: Tim Sparks
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What’s Up With Super Micro?

With small caps, come great thrills. What about great rewards? 
Ricky Mulvey caught up with Bill Mann, a lead analyst at the Fool and our Director of Small-Cap Research, for a primer on small-cap investing. They check in on a handful of different small caps and discuss:

If the disappearance of “the small-cap premium” is a win for investors.  

How to navigate environments with limited feedback.

The value (or lack thereof) of book value. 


Tickers discussed: WINA, COST, DDS, BOC, FVRR, ASR, BRK.A, BRK.B
Host: Ricky Mulvey
Guest: Bill Mann
Producer: Mary Long
Engineers: Rick Engdahl


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The Small Cap Show

The AI race heats up with Elon Musk’s lawsuit against OpenAI and Google Gemini’s rough week. And Salesforce joins Meta in the Big Tech dividend club.

(00:21) Jason Moser and Matt Argersinger discuss:
- Elon Musk’s lawsuit against OpenAI and Sam Altman
-.Apple putting an end to Project Titan and its automotive ambitions.
- Earnings updates from Axon and Okta, and a new dividend from Salesforce. 

(19:11) Motley Fool Money’s Deidre Woollard caught up with analyst Karl Thiel about the role of patents in pharmaceuticals, and the dreaded patent cliff looming for roughly 200 big-time drugs over the next decade.

(33:06) Jason and Matt break down two stocks on their radar: Palo Alto Networks and eBay. 

Stocks discussed: TSLA, AAPL, GOOG, GOOGL, AXON, OKTA, CRM, PANW, EBAY.

Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Deidre Woollard, Karl Thiel
Engineers: Dan Boyd 
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Tech in 2024: AI and Dividends

For Snowflake, Okta, and Snowflake, growth may come from more products not just more customers.

(00:21) David Meier and Deidre Woollard discuss:
- The power of a great CFO.
- What a change in leadership means for Snowflake.
- Why growing revenue isn’t just about new customers.

(17:00) Gary Stevenson, author of “The Trading Game,” explains what it was like to be one of the world’s top financial traders.

Companies discussed: CRM, OKTA, SNOW, C

Claim your Epic discount: www.fool.com/epic

Host: Deidre Woollard
Guests: David Meier, Gary Stevenson
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Desiree Jones
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Platforms, Platforms, Platforms

When a struggling business comes out with good news, it usually spells trouble for the shorts. Just ask those betting against Beyond Meat today.

(00:21) Asit Sharma and Dylan Lewis discuss:

- Apple’s automotive ambitions “Project Titan” seemingly being wrapped up, and what it means for the tech company. 
- Beyond Meat’s short-squeeze-fueled 40% spike, and why shorts are getting greedy with Beyond and some other companies right now. 
- Coupang’s continued rise as the major player in e-commerce in South Korea.

(17:08) Deidre Woollard talks with Carrie Sun, author of the new memoir, “Private Equity,” for a behind-the-scenes look at life at a hedge fund. 

Companies discussed: AAPL, BYND, CPNG

Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Carrie Sun
Producer: Mary Long
Engineers: Chace Pryzlepa, Dan Boyd

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Greed is Short

Zoom has a new growth story. Are investors buying it? 

(00:21) Ricky Mulvey and Bill Barker discuss:
- Zoom’s quarter, and if the company has a moat.
- AutoZone’s international growth.
- Wendy’s plan to test surge pricing.
- If cereal is a part of a complete and nutritious dinner.

Plus, (18:15) Alison Southwick and Robert Brokamp answer listener questions about 403(b)s, UTMAs, and the safety of brokerage platforms.

Got a question for the show? Email us at podcasts@fool.com.

Companies discussed: ZM, AZO, WEN, KLG, SCHW

Host: Ricky Mulvey
Guests: Bill Barker, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Earnings for Breakfast, Cereal for Dinner

Warren Buffett’s annual letter points to a steady path ahead.

(00:21) Jason Moser and Deidre Woollard discuss:
- Why Berkshire Hathaway doesn’t pay a dividend.
- If utility businesses are in trouble.
- What a mountain of cash means for the insurance business.

(17:53) Ken Costa, author of The $100 Trillion Dollar Wealth Transfer, explains how a sea change in wealth could impact the world’s financial future.

Companies discussed: BRK.A, BRK.B, DPZ, LULU

Claim your Epic discount: www.fool.com/epic

Host: Deidre Woollard
Guests: Jason Moser, Ken Costa
Producer: Ricky Mulvey
Engineers: Dan Boyd, Chace Przylepa
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Berkshire After Charlie

What happens when a group of hedge fund managers share the last time they cried? 
Charles Duhigg is a Pulitzer prize-winning reporter and a best-selling author. His latest book is “Supercommunicators: How to Unlock the Secret Language of Connection.” Mary Long caught up with Duhigg for a conversations about:

- The habits of Supercommunicators.
- How Boeing and Netflix navigated communications crises.
- An under-the-radar figure running the technical side of Microsoft.

Host: Mary Long
Guest: Charles Duhigg
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

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Charles Duhigg on Supercommunicators

You’ve probably interacted with large language models. The next version might be large vision models.
Cathy Hackl is a futurist, Apple Vision Pro developer, and co-author of the upcoming book “Spatial Computing: An AI-Driven Business Revolution.” Deidre Woollard caught up with Hackl for a conversation about:
- How businesses, like Lockheed Martin and Lowes, are already using spatial computing.
- The current challenges developing apps for the Vision Pro
- Virtual air rights, digital fashion, and questions about the future of spatial computing.
Companies discussed: APPL, U, LMT, LOW, META, GOOG, GOOGL
Host: Deidre Woollard
Guest: Cathy Hackl
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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The Dawn of Spatial Computing

Earnings season rolls on plus some acquisitions made the news this week:

(00:21) Emily Flippen and Andy Cross discuss:
- Earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre
- Acquisition roundup: Capital One is acquiring Discovery Financial and Walmart is acquiring Vizio

(19:11) Bloomberg reporter, Kurt Wagner talks about Twitter and his new book “The Battle for the Bird.”

(34:25) Emily and Andy break down two stocks on their radar: Grab Holdings and HubSpot

Stocks discussed: NVDA, ETSY, W, WMT, PANW, MELI, COF, DFS, GRAB, HUBS
Host: Ron Gross
Guests: Emily Flippen, Andy Cross, Kurt Wagner
Engineers: Dan Boyd
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It’s NVIDIA’s world and we’re just living in it!

What does Nvidia’s blockbuster quarter signify for the future?

(00:21) Tim Beyers and Deidre Woollard discuss:
- What is fueling Nvidia’s growth?
- How far the demand for GPUs can stretch.
- What concerns Tim about Nvidia’s capital allocation.

Companies discussed: NVDA
Host: Deidre Woollard
Guest: Tim Beyers
Producers: Ricky Mulvey
Engineer: Dan Boyd
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The NVDA Show

Investors want PayPal to become the next Meta, but it’s not easy to transform a business.
(00:13) David Meier and Deidre Woollard discuss:
- The reason behind Palo Alto Network’s lowered outlook.
- Where the next big cybersecurity threats could come from.
- Fubo’s attempt to sport a sports streaming superpower.
(17:12) Matt Frankel and Ricky Mulvey look at Meta’s rebound and if PayPal could be next for a glow up.
Companies discussed: META, PYPL, ADYEY, NVDA, PANW, ZS, CRWD, FUBO, DIS, WBD
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Matt Frankel, Ricky Mulvey, David Meier
Producer: Ricky Mulvey, Mary Long
Engineers: Rick Engdahl, Tim Sparks
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Is PayPal the Next Meta?

Capital One wants Discover for a $35 billion dollar all stock deal.

(00:21) Ricky Mulvey and Jim Gillies discuss:
 - How a merged Capital One and Discover would compare to the big banks.
 - The investor reaction to the proposed merger.
 - Home Depot’s earnings.
 - The end of an activist story at a company that makes garden rakes.

Plus, (16:47) Robert Brokamp and Alison Southwick continue their conversation with Jason Moser and Bill Mann. They cover the stocks that got away and the ones that broke their hearts.

EXCLUSIVE NordVPN Deal ➼ https://nordvpn.com/motleyfool Try it risk-free now with a 30-day money-back guarantee!

Companies discussed: DFS, COF, HD, GFF, UA, LULU, NVDA, TDG, JD, EB, U, IOT, ONON

Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Jason Moser, Bill Mann
Producer: Mary Long
Engineers: Dan Boyd, Jim Gillies
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Capital One Applies for a Credit Card

Why would Eli Lilly put on a failure party? 

Deidre Woollard talked about the art of failing with Amy Edmondson, the Novartis Professor of Leadership and Management at the Harvard Business School, and author of “Right Kind of Wrong”. They discuss:

- The complex failure at Boeing.
- What to do after something goes wrong.
- The problem with “move fast and break things.”

Companies discussed: BA, LLY

Host: Deidre Woollard
Guest: Amy Edmondson
Producer: Ricky Mulvey
Engineers: Dan Boyd, Chace Przylepa
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Harvard Business Prof on Failing Well

Did Netflix kill the video star? 

James Keyes is the former CEO of Blockbuster and 7-Eleven, and the author of “Education is Freedom: The Future Is in Your Hands.” Deidre Woollard caught up Keyes to discuss: 

- What it is like to be a CEO at a company facing bankruptcy.
- 7-Eleven and the American Dream.
- Blockbuster’s early streaming play
- How AI is changing education.

Company discussed: NFLX 

Host: Deidre Woollard
Guest: James Keyes
Producer: Ricky Mulvey
Engineer: Tim Sparks
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Change Equals Opportunity

Economic data and earnings season combined for a volatile weak in the stock market.

(00:21) Bill Mann and Jason Moser discuss:
- The latest inflation numbers and what they mean for investors
- Earnings wrap-up for Twilio, Lyft, Airbnb, Shopify and Trade Desk
- Nvidia’s disclosure of its investments and how it impacted stocks

(19:11) Corrado Russo shares some thoughts on the international real estate market.

(34:09) Bill and Jason break down two stocks on their radar: Fresenius and Home Depot

Stocks discussed: TWLO, LYFT, ABNB, SHOP, TTD, SHOP, NVDA, NNOX, ARM, HD, FMS

Host: Ron Gross
Guests: Bill Mann, Jason Moser, Corrado Russo
Engineers: Dan Boyd
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Stock Market Whip Lash

Retail numbers fall as some wonder if it’s more than cold weather holding consumers back.

(00:21) Bill Barker and Deidre Woollard discuss:
- How the retail spending numbers might impact the Fed.
- If Stellantis is ready to take on Big EV.
- Deere’s returns for investors.

(17:55) Drew University Professor Chris Andrews shares his thoughts on why some companies are changing their strategies on self-checkout.

Companies discussed: WMT, DG, KR, STLA, GM, F, DE

Claim your Epic discount: www.fool.com/epic

Host: Deidre Woollard
Guests: Bill Barker, Chris Andrews
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
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