Motley Fool Hidden Gems Investing

OpenAI announced a $122 billion capital raise and the market barely blinked. But this may indicate bigger challenges ahead for the AI giant. Then we discuss Nike’s disappointing earnings and why Oracle is laying off 30,000 employees. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - OpenAI’s $122 billion capital raise - Nike’s disappointment - Oracle lays off 30,000 Companies discussed: Alp...

We’re only a couple of days into the week, but we’ve already seen some large merger & acquisition deals that could shake up the consumer goods and the food distribution industry. If that weren’t enough, the healthcare industry has its own deal announcements. Plus, mailbag questions Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Sysco’s $26 billion deal for Restaurant Depot - McCormick’s $4...

The Motley Fool’s Hidden Gems team talks about how investors are divided about whether AI is a benefit or an existential risk for third-party demand aggregators. They also discuss the latest news from space as well as dissect comments over the weekend from billionaire investor Bill Ackman. Jon Quast, Matt Frankel, and Rachel Warren discuss: -The bull and bear cases for AI and 3rd party platforms -...

What will fuel the next 75 years of global economic growth? Chris Bradley, senior partner and director of the McKinsey Global Institute, joins the show to discuss his new book, A Century of Plenty: A Story of Progress for Generations to Come. Motley Fool analyst Rachel Warren talks with Bradley about the next 75 years, the $700 billion AI supercycle, and why the world needs an energy renaissance....

The Motley Fool was founded more than 30 years ago, based on the belief that you can manage your own money. However, not everyone has the time to learn how to become a do-it-yourself financial planner. Plus, you may want an objective second opinion from an expert every once in a while, just to make sure you’re covering all the bases. This week, Robert Brokamp speaks with Hannah Moore, the founder...

The stock market has entered correction territory as the AI trade falls apart and rising energy prices risk a global recession. We discuss how to handle market downturns, what we see in energy markets, and why long-term investing is still the answer for investors. Travis Hoium, Andy Cross, and Lou Whiteman discuss:- Nasdaq correction- Energy’s shocking rise- The AI trade- How well do you know your...

The approach to AI so far can be best described as a using brute force to make things happen. It’s been effective so far, but the approach starts to run into problems when the numbers get really big. Thankfully, some new developments in AI could help alleviate that challenge. Matt, Jon, and Tyler discuss how Google and ARM are advancing AI efficiency. Plus, social media’s bad week in court and the...

OpenAI is shutting down Sora and its video generation models to focus on enterprise customers and coding. Meanwhile, Coinbase and Circle are crashing as congress considers a bill that could eliminate stablecoin rewards. The irony is, Coinbase could be more profitable without rewards. Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Sora is shutting down- Stablecoins in congress- Amazon’s la...

Autonomy is popping up all over the place. What was once the world of experiments and testing stages is scaling into full blown businesses at a rapid pace. A slew of recent announcements shows how autonomous driving and delivery is advancing in 2026, and we break down how investors can benefit from these major trends. Plus, OpenAI’s growing pains, and more. Tyler Crowe, Lou Whiteman, and Travis Ho...

The Motley Fool’s Hidden Gem team take a look at trends moving the market as well as dissect Elon Musk’s announcement over the weekend for the Terafab project. Jon Quast, Matt Frankel, and Rachel Warren discuss:-The roller coaster ride with oil prices.-How to maintain a long-term perspective.-Elon Musk’s galactic ambitions with his Terafab project.-Long-term growth trends our analysts love. Compan...

How can investors tell the difference between a real value-creating transformation and “compliance theatre”? Phil Gilbert, serial entrepreneur and former IBM General Manager, joins the show to talk about his new book, Irresistible Change: A Blueprint for Earning Buy-In and Breakout Success. Motley Fool contributor Rich Lumelleau talks with Gilbert about the red flags of CEO bluster, the "25% Rule"...

The No. 1 investing goal of most Americans is retirement, and a key determinant of happiness in retirement is where you live. Which factors are most important, and where are the places that have those factors? Robert Brokamp and Matt Frankel discuss The Motley Fool’s recent “Best Places to Retire” report. Also in this episode:-The S&P 500’s single-digit decline so far this year masks wide dispersi...

The war in Iran doesn’t seem to be slowing down and that’s impacting oil prices today, but that’s just the beginning. Economic spending is next and higher costs could hit many industries, which will have lasting impacts for years. We discuss what we can learn about the history of oil prices and war and how we’re investing through it all. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - The Ira...

When companies beat revenue and earnings expectations as much a Micron Technologies did in its most recent quarter, the market often heaps on praise for stellar results. Not this time, though. We’ll get into why as well as Uber Technologies’ deal with Rivian Automotive and Alibaba’s $100 billion in AI revenue target Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Micron Technologies earnings -...

OpenAI is moving away from side quests as it prepares the business and financials for an IPO. To make matters more complicated, Microsoft is upset about a deal OpenAI made with Amazon. Plus, why short sellers are important. Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- OpenAI’s strategy shift- Microsoft’s warning to Amazon- Why short sellers are important Companies discussed: SoFi (SOFI)...

Just when you think you have a handle on how a company will react to rising oil prices, Delta Airlines goes and flips the idea on its head. Even though the industry could be facing significant increases in fuel prices, the carrier gave shocking rosy earnings projections at a recent industry event. Plus, Mastercard’s foray into stablecoins and a sample of stories we’re watching Tyler Crowe, Matt Fr...

The Motley Fool’s Hidden Gem team talks about the latest AI infrastructure deal between Meta Platforms and neocloud company Nebius. They then pivot to talk about what’s happening with consumer spending by taking a look at Dollar Tree’s results for 2025. And finally, they pull back the curtain to reveal one of the factors they consider when looking for a stock to invest in for the long term. Jon Qu...

What if Apple’s next massive growth engine has nothing to do with smartphones, but instead relies on AI-powered medical devices? Tech journalist David Pogue joins the show to discuss his new book, Apple: The First 50 Years, and weighs in on Apple’s next chapter.  Host: Jason Moser Guest: David Pogue Producer: Bart Shannon, Mac Greer  Disclosure: Advertisements are sponsored content and provided fo...

A survey from Allianz found that 64% of Americans worry more about running out of money than death. Host Robert Brokamp offers eight suggestions for making your portfolio last forever or until you die, whichever comes first. Also in this episode:-The K-shaped economy is starting to look more like an E as middle-income Americans tread water and are showing signs of strain.-Oil prices are skyrocketi...

GDP data released this week shows an economy that slowed to a crawl in the fourth quarter of 2025 as inflation picked up. That’s not a good sign now that oil prices have nearly doubled this year and job cuts continue. We discuss what this data says about the economy and what we’re going as investors. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Q4 2025 GDP data - Uber’s autonomous moment...

Atlassian announced that it is letting about 10% of its workforce go today. Management said it was because AI is making the company more efficient, but we’re wondering if there is more to it than that. Plus, some napkin math on the Strategic Petroleum Reserve release and Dollar General’s most recent earnings Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Altassian’s Layoffs - The challenges f...

Amazon is fighting Perplexity over the startup’s shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta’s AI strategy and why Oracle is growing and taking a big risk in its buildout. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Amazon goes after Perplexity’s agents - Meta’s scattered AI strategy - Oracle ear...

A rush of new competition is flooding into areas like space and nuclear. We take a look at what is real, and what is hype. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - What space investments look exciting - Areas of the sector that are overcrowded - Why they are cautious about buying into the nuclear hype - Investing stories they are following right now Companies discussed: MOG.A, SES, O...

The Motley Fool’s Hidden Gems team discusses some historical disruptions in the energy market, explaining why they’re facing the uncertainties with timeless Motley Fool investing principles. The team also talks about how trends in semiconductors are reshaping the S&P 500, as well as looking at why Hims and Hers stock is soaring. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Oil’s rapid pric...

What if the greatest predictor of your investing success isn't your IQ or emotional intelligence, but your ability to strategically unlearn? Leadership coach and author Liz Tran talks about her new book, AQ: A New Kind of Intelligence for a World That's Always Changing.  Host: Rachel Warren  Guest: Liz Tran  Producer: Bart Shannon, Mac Greer  Advertisements are sponsored content and provided for i...