Motley Fool Hidden Gems Investing

A record number of CEOs have departed for two years running — and it's not because they lacked intelligence or experience. It's because the map they were using became outdated overnight.

Motley Fool analyst Rachel Warren talks with Cornelia Choe — international leadership expert, former Morgan Stanley private equity investor, and co-author of The Panoramic Leader — about the hidden warning signs that a management team is operating on autopilot, the three questions she uses to immediately assess whether leadership is truly on top of what's happening, and why in a world where AI has commoditized knowledge, the executives who can see around corners will be the ones worth betting on.

Host: Rachel Warren

Guest: Cornelia Choe

Producers: Bart Shannon, Lauren Budabin

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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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The witching hour approaches! For the fifth consecutive year, Motley Fool financial planning expert Robert Brokamp joined Motley Fool co-founder David Gardner on his Rule Breaker Investing podcast to tell tales of financial terror. For this Halloween episode of the Hidden Gems Investing podcast, we’re airing this year’s tales of seven financial frights.

A haunted house full of lessons. From retirement accounts with skeletons in their closets to terrifying tax traps and dangers hiding in plain sight, David and Bro venture into the dollar-denominated dungeon—and share a few tricks for escaping with your wealth, and your wits, intact.

Enter this Hidden Gems/Rule Breaker crossover episode -- if you dare!

Host: David GardnerGuest: Robert Brokamp, CFP®, EAEngineer: Bart Shannon

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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Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments, and what these developments mean for investors. Plus, five hypothetical blockbuster acquisitions and two AI infrastructure stocks worth watching.

Travis Hoium, Jason Hall, and Asit Sharma discuss:

- Alphabet’s AI Selloff

- Big Tech Cash Flow

- Anthropic’s IPO Filing

- AI Infrastructure Risks

- Blockbuster Acquisition Ideas

- Stocks on Our Radar

Companies discussed: Alphabet (GOOGL), Microsoft (MSFT), Oracle (ORCL), CoreWeave (CRWV), Apple (AAPL), Meta Platforms (META), Amazon (AMZN), Broadcom (AVGO), Disney (DIS), Tencent (TCEHY), Netflix (NFLX), McDonald's (MCD), Chipotle Mexican Grill (CMG), Coca-Cola (KO), Nvidia (NVDA), Taiwan Semiconductor Manufacturing (TSM), Samsung Electronics (005930.KS), Adobe (ADBE), Figma (FIG), Berkshire Hathaway (BRK.B), Costco (COST), Ciena (CIEN), Marvell Technology (MRVL), Lumentum (LITE).

Host: Travis Hoium

Guests: Jason Hall, Asit Sharma

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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Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about the two big reports, as well as some lesser-known companies downstream that are benefitting from massive AI infrastructure spend. Finally, the team closes discussing things from the world of mergers and acquisitions.

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

Tyler Crowe, Jon Quast, and Matt Frankel discuss:

-Alphabet’s spending continues to go up

-Microsoft is rewarded for having more moderate capex

-Why investors are worried about GE Vernova’s massive backlog

-Why KLA Corp has an amazing tailwind

-What could potentially be the start of a troubling trend for Sterling Infrastructure

-Rumors of Marvell Technology acquiring Lumentum and other M&A deals

Companies discussed: Alphabet (GOOG)(GOOGL), Microsoft (MSFT), GE Vernova (GEV), KLA Corp (KLAC), Sterling Infrastructure (STRL), DoorDash (DASH), Instacart (CART), Marvell Technology (MRVL), Lumentum (LITE), NextEra Energy (NEE), Dominion Energy (D), AMD (AMD)

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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Robinhood's growth is slowing, but new products and subscription revenue could offer a path forward. Oracle is diversifying beyond Nvidia as competition in AI chips heats up. Meanwhile, Microsoft's latest voluntary buyout offers raise questions about how Big Tech will fund its massive AI investments and whether artificial intelligence is actually making companies more efficient.

Travis Hoium, Lou Whiteman, and Matt Frankel discuss:

- Robinhood's Slowing Growth

- Gold Momentum

- Oracle's AI Chip Strategy

- Nvidia's Growing Competition

- Microsoft's Voluntary Buyouts

- Growth or Cost Cuts?

Companies discussed: Robinhood (HOOD), SoFi Technologies (SOFI), Charles Schwab (SCHW), Interactive Brokers (IBKR), DraftKings (DKNG), Oracle (ORCL), Nvidia (NVDA), Alphabet (GOOGL), Taiwan Semiconductor Manufacturing (TSM), Broadcom (AVGO), Microsoft (MSFT), Block (XYZ)

Host: Travis Hoium

Guests: Lou Whiteman, Matt Frankel

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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