Motley Fool Podcasts

Are you looking for investment opportunities in 2026? So are we and we covered three stocks we love going into the year.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Why space is worth watching in 2026- Opportunities in healthcare- How Hims & Hers is disrupting the healthcare industry

Companies discussed: Rocket Lab (RKLB), TransMedics (TMDX), Hims & Hers (HIMS).

Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: 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.
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The bracket is complete. The stakes are highest. And now… it’s time to crown a champion.This week on Rule Breaker Investing, defending champion Emily Flippen faces off against Cinderella challenger Loren Horst in the March Market Cap Madness World Championship. As always, you’re not just watching—you’re playing along. Ten companies. Ten chances to test your market cap intuition. Range it… and decide: in or out?From elevators to hotel loyalty programs to the strange ways we all think about “blood,” this one takes a few delightfully unexpected turns along the way. Throwdowns raise the stakes, instincts get tested, and you’re right there in it the whole time. Keep your own score, trust your gut, and see how you stack up.

Companies mentioned: DGX, H, LYV, MAR, OTIS, PLTR, SBUX, SNOW, TRMB, TXN

Sign up for The Motley Fool’s Breakfast News here: ⁠⁠⁠www.fool.com/breakfastnews⁠⁠⁠

Order David’s Rule Breaker Investing book here: ⁠⁠⁠https://www.amazon.com/gp/product/1804091219/⁠⁠

Host: David GardnerGuests: Emily Flippen, Loren HorstProducer: Bart Shannon
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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 Frankel, and Lou Whiteman discuss:

- Delta’s rosy outlook

- The changes in the airline industry

- Mastercard’s bet to become a crypto payments company

- The wall between fintech and traditional finance crumbling

- Bye bye, quarterly filings

- NVIDIA’s $1 trillion projection

- Who’s gonna insure that data center?

Companies discussed: DAL, AAL, LUV, UAL, BA, MA, V, COF, SOFI, JPM, BAC, TFC, RFC, PNC, NVDA, META, GOOG, AMZN

Host: Tyler Crowe

Guests: Matt Frankel, Lou Whiteman

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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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 Quast, Matt Frankel, and Rachel Warren discuss:

-The new deal between Nebius and Meta Platforms

-How the neocloud business works

-Dollar Tree’s Q4 report and takeaways

-Picking Hidden Gems stocks: Leadership

Companies discussed: Nebius (NBIS), Meta Platforms (META), Dollar General (DG), Dollar Tree (DLTR), Nvidia (NVDA), Shopify (SHOP)

Host: Jon Quast

Guests: Matt Frankel, 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
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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 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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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 skyrocketing, exceeding the so-called Hamilton Trigger – the point when an oil shock becomes a drag on the economy.-Over the past 125 years, U.S. equities have grown from 15% to 62% of the global stock market, despite the fact that 80% of the U.S. stock market in 1900 was in industries that are small or extinct today.-Download your Social Security statement to see how much you’re projected to receive at various claiming ages – just make sure you know how to interpret the projections.

Host: Robert Brokamp, CFP®Engineer: 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.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices
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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 momentum

- Adobe’s earnings

- Executive free agents

- Stocks on our radar

Companies discussed: Alphabet (GOOG), Adobe (ADBE), Tesla (TSLA), Target (TGT), Costco (COST), Best Buy (BBY), Apple (AAPL), Amazon (AMZN), NVIDIA (NVDA), Boeing (BA), 3M (MMM), Netflix (NFLX), Globus Medical (GMED), Aerovironment (AVAV).

Host: Travis Hoium

Guests: Lou Whiteman, Jason Moser

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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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 facing SaaS companies in an age of efficiency

- Assessing the impact of the SPR release and how it changes our investing approach

- Dollar General’s earnings and its ongoing turnaround project

Companies discussed: TEAM, XYZ, DG, FIVE, WMT, TGT

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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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 earnings

Companies discussed: Amazon (AMZN), Google (GOOG, GOOGL), Meta Platforms (META), Oracle (ORCL).

Host: Travis Hoium

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
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