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Weekday episodes offer a long-term perspective on business news with The Motley Fool’s investment analysts. Weekend shows are a mix of personal finance and longer-form interviews.
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We discuss Pfizer’s $10 billion deal to buy Metsera and finally get into weight loss. Plus, Peloton is making a compeback and Circle is growing on the back of stablecoins, but Coinbase may be the real winner here.
Travis Hoium, Rachel Warren, and Jon Quast discuss:
- Pfizer buying Metsera
- Peloton’s comeback
- Circle’s growth and why Coinbase is a winner
Companies discussed: Pfizer (PFE), Peloton (PTON), Circle (CRCL), Coinbase (COIN).
Host: Travis Hoium
Guests: Rachel Warren, 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.
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Learn more about your ad choices. Visit megaphone.fm/adchoices
We’re mashing up quantum computing, AI infrastructure, and space stocks as we dig into a handful of headline-grabbing earnings reports. From GPU farms on the ground to satellites in orbit, we’re asking what’s investable now… and what still belongs in the “sci-fi someday” bucket.
Emily Flippen, Jason Hall, and Keith Speights:
- Break down CoreWeave’s latest results, including booming backlog, heavy capex, and whether an AI infrastructure arms race can still reward shareholders.
- Compare CoreWeave’s reality to “up-and-coming” quantum names like Rigetti, IonQ, D-Wave, and QUBT – and make the case for (or against) taking the tech-giant route with Alphabet or Microsoft instead.
- Explain why Rocket Lab’s record revenue, rising margins, and growing backlog are bright spots in a bruised space sector – and how government shutdown drama factors into the story.
- Dig into AST SpaceMobile’s satellite-to-cell strategy, big-name carrier partners, ambitious launch plans, and why 2026 could be a make-or-break year for the stock.
Companies discussed: CRWV, RGTI, RKLB, SPCE, ASTS
Host: Emily Flippen, Jason Hall, Keith Speights
Producer: Anand Chokkavelu
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Wall Street didn’t take kindly to the financial reports from Axon, Trex, and Warby Parker. Should investors be buying amid the bloodbath? We answer that question on today’s show.
Emily Flippen, Jason Hall, and Tim Beyers:
- Report what Wall Street didn’t like about AXON, TREX, and WRBY earnings.
- Make a buy, sell, or hold call on each stock.
- Play another game of Faker or Breaker.
Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!
Companies discussed: AXON, TREX, WRBY, ACHR, HIPO, SKY
Host: Tim Beyers
Guests: Emily Flippen, Jason Hall
Producer: Anand Chokkavelu
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Steph Wagner is the author of Fly, A Woman's Guide to Financial Freedom and Building a Life You Love. Motley Fool contributor Rachel Warren recently talked with Wagner about financial empowerment, retirement, and building a life you love.
Host: Rachel Warren
Producer: Bart Shannon, Mac Greer
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
The oldest members of Generation X reach 60 this year. Yet most have much less than $300,000 saved for retirement, while also carrying more student loan and credit card debt than any other generation. Robert Brokamp discusses the challenges and solutions with Kerry Hannon, co-author of Retirement Bites: A Gen X Guide to Securing Your Financial Future.
Also in this episode:
-Stock market valuations are high, but there are reasons to believe the bull market can continue
-Unused 529 college savings money can be transferred to a Roth IRA and not be subject to federal taxes (if done right). But what about state taxes?
-Recent reports from Vanguard and J.P. Morgan Asset Management have sobering projections for U.S. stocks over the next 10 to 15 years
-Over the holidays, eat, drink, be merry, and discuss estate planning with your family
Host: Robert Brokamp
Guest: Kerry Hannon
Engineer: Bart Shannon
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
Investor sentiment has dropped down to extreme fear as the financial headlines increasingly stoke concerns. Many stocks have dropped into bear territory but our analysts are decided to celebrate the "holiday" and give some of these bears a hug. The team also tackles Berkshire Hathaway's record pile of cash, Elon Musk's $1 trillion payday, and restaurant stocks before wrapping up with stocks on our radar.
Jon Quast, Lou Whiteman and Emily Flippen discuss:
- The fear and greed index is showing extreme fear.
-Berkshire Hathaway is sitting on $382 billion.
-Tesla approves Elon Musk's performance award that includes important operational milestones.
-Denny's is being acquired, Papa John's bid is pulled, and Yum! Brands may be looking for a buyer for Pizza Hut.
- Stocks on our radar.
Companies discussed: BRK.A, BRK.B, TSLA, EATZ, DPZ, PZZA, YUM, CASY, SBUX, DENN, SG, DASH, AXON, LULU, IT, SMCI, CMG, DUOL, TTD, STN
Host: Jon Quast
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
Matt Frankel, Tyler Crowe, and Jon Quast discuss:
- Unity Software's strong progress toward a turnaround
- Cancelled flights expected at 40 airports
- Stocks on our radar
Companies discussed: U, PINS, RCL, WM, AGM
Host: Matt Frankel
Guests: Tyler Crowe, Jon Quast
Producer: Anand Chokkavelu
Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
2025 has been quite the year for consumer brands, but not in a good way. The industry writ large has underperformed for the past three years and many of the worlds largest consumer brand companies are resorting to mergers & acquisitions, asset sales, and spin offs to rejuvenate their prospects. The team looks at this as well as checking how frothy the AI market looks to the Federal Reserve chairman.
Tyler Crowe, Lou Whiteman, and Rachel Warren discuss:
- Kimberly-Clark’s deal to acquire Kenvue
- The numerous portfolio shakeups in consumer brands
- Jerome Powell’s comments on AI bubbles
- What AI businesses are thriving vs those spinning their wheels
Companies discussed: NVDA, AMXN, MSFT, GOOG, META, KMB, KVUE, JNJ, KHC, UL, NSRGY, PEP, K, DKS, PNG
Host: Tyler Crowe
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Spotify, Shopify, and Uber were once the poster children for “growth at any cost.” Today, they’re talking cash flow, margins, and discipline. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Jeff Santoro to dig into what these “reformed Rule Breakers” are getting right - and where the risks still lurk.
They discuss third quarter earnings reports for:
- Shopify and how its business stacks up against Amazon and agentic shopping in the battle for online commerce.
- Spotify’s margin makeover, and how the business has created scale in an industry many were skeptical of
- Uber’s transformation from “broken IPO” to cash-flow machine, and how its pricing algorithm has unlocked margin potential
Companies discussed: SHOP, SPOT, UBER, GRAB
Host: Emily Flippen, Jason Hall, Jeff Santoro
Producer: Anand Chokkavelu
Engineer: Dan Boyd, Natasha Hall
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Five of the Big Tech Behemoths reported last week. What did we learn and what should we expect looking ahead?
Rick Munarriz, Sanmeet Deo, and Tim Beyers:
- Discuss macro takeaways from last week’s Big Tech earnings.
- Dig into the details for the unusual news in each report.
- Make a few reckless predictions of what’s to come from Big Tech.
Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!
Companies discussed: AAPL, AMZN, GOOGL, META, MSFT
Host: Tim Beyers
Guests: Rick Munarriz, Sanmeet Deo
Producer: Anand Chokkavelu
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
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