Podcasts · Investing
Motley Fool Money
1,570 episodes · 20 with AI analysis
Motley Fool Hidden Gems Investing is a daily podcast for stock investors. 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.
AI Intelligence · across all analyzed episodes
People · top 20
Companies · top 20
Topics · top 10
AI Infrastructure Build-out EconomicsNetworking Equipment Demand from HyperscalersOptical Component Supply ConstraintsCyclical vs. Structural Business Model AnalysisAI-Driven Efficiency Gains in Data CentersValuation Multiples in High-Growth AI SuppliersPortfolio Diversification Outside AI SectorDebt-Free Balance Sheet AdvantagesGPU Maker Strategic PartnershipsPower Consumption Sustainability in AI
Analyzed Episodes
May 14, 2026
AI Is Supplying Blowout Earnings…Again
AI Infrastructure Build-out EconomicsNetworking Equipment Demand from HyperscalersOptical Component Supply Constraints
View AnalysisMay 13, 2026
The Market Just Got a Huge Warning Sign
Consumer Price Index (CPI) inflation acceleration and wage growth divergenceProducer Price Index (PPI) as leading inflation indicator for future consumer pricesEnergy commodity price spikes and geopolitical supply chain disruptions
View AnalysisMay 8, 2026
Elon Musk, Chip Giant?
Semiconductor Manufacturing Capacity and Supply ChainVertical Integration in Technology CompaniesAI Integration in Enterprise Software
View AnalysisMay 6, 2026
Shopify Retreats, Amazon Attacks
Shopify Q1 Earnings Miss and Valuation ConcernsAmazon Supply Chain Services LaunchB2B Logistics and Commercial Freight Market
View AnalysisApr 29, 2026
Earnings Season Hits Overdrive
Streaming Service Subscriber Growth SaturationFintech Valuation Reset and Banking RegulationAI Data Center Power Infrastructure Demands
View AnalysisApr 28, 2026
OpenAI Misses Expectations - Should Tech Investors Worry?
OpenAI Revenue Projections and ProfitabilityAI Model Compute Cost EfficiencyCompetitive Dynamics in Large Language Models
View AnalysisApr 24, 2026
The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype
Apple CEO Transition and Leadership PhilosophyIntel's AI-Driven CPU Shortage and Foundry Business GrowthSaaS Valuation Disconnect and Market Panic Selling
View AnalysisApr 23, 2026
Earnings Season Ramps Up -- And We've Seen Some Surprises
Tesla TeraFab Semiconductor StrategyRobotics Manufacturing and Optimus Production ScalingAI Data Center Infrastructure Spending
View AnalysisApr 22, 2026
SpaceX Goes on $60 Billion AI Buying Spree
GLP-1 medication distribution and telehealth competitionAmazon pharmacy expansion strategyHealthcare supply chain disruption
View AnalysisApr 11, 2026
Hannah Moore on How to Become a Professional Financial Planner
Certified Financial Planner (CFP) designation and education requirementsCareer transition pathways into financial planning from other professionsAI impact on financial advisory and liability frameworks
View AnalysisApr 12, 2026
The Psychedelic Revolution
Psychedelic-Assisted Therapy Clinical EfficacyTreatment-Resistant Depression Market OpportunityFDA Approval Pathways for Psychedelic Compounds
View AnalysisApr 10, 2026
AI’s Most Dangerous Moment
Q1 Earnings Season OutlookAI Safety and Model ContainmentData Center Power Constraints
View AnalysisApr 7, 2026
Breaking Down Jamie Dimon’s Investing Letter
Jamie Dimon's 2024 Shareholder Letter AnalysisPrivate Credit Market Risks and CompetitionPrivate Equity Hold Period Extensions
View AnalysisApr 8, 2026
Why Alphabet is the Winner from Anthropic’s Incredible Growth
Anthropic Revenue Growth and Enterprise AI AdoptionAlphabet's Strategic AI Infrastructure PositioningGoogle TPU vs NVIDIA GPU Competition
View AnalysisApr 3, 2026
A $2 Trillion IPO & the Space Economy
Oil Futures Markets and BackwardationStrait of Hormuz Geopolitical RiskSpaceX IPO Valuation and Structure
View AnalysisApr 2, 2026
“Alexa, Let’s Go to Outer Space”
Space Industry Investment and IPOsSatellite Internet Deployment and CompetitionSpectrum Licensing and Regulatory Strategy
View AnalysisMar 31, 2026
Nobody Told Us This Was M&A Week
Cisco-Restaurant Depot AcquisitionMcCormick-Unilever Food Division MergerAntitrust Challenges in Food Distribution
View AnalysisApr 1, 2026
Oracle Lays Off 30,000 and Nike Falls Flat Once Again
OpenAI Funding and IPO StrategyAI Infrastructure Capital ExpenditureArtificial General Intelligence (AGI) Timelines and Contingencies
View AnalysisMar 2, 2026
NASA Doubles Down on the Moon
Berkshire Hathaway Leadership TransitionWarren Buffett CEO Succession PlanningGreg Abel Management Philosophy
View AnalysisMar 1, 2026
Interview with IBM CFO Jim Kavanaugh
AI Book of Business Growth and MetricsAgentic AI and Workforce TransformationHybrid Cloud Strategy and Adoption
View Analysis