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Motley Fool Money

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

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
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May 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
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May 8, 2026

Elon Musk, Chip Giant?

Semiconductor Manufacturing Capacity and Supply ChainVertical Integration in Technology CompaniesAI Integration in Enterprise Software
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May 6, 2026

Shopify Retreats, Amazon Attacks

Shopify Q1 Earnings Miss and Valuation ConcernsAmazon Supply Chain Services LaunchB2B Logistics and Commercial Freight Market
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Apr 29, 2026

Earnings Season Hits Overdrive

Streaming Service Subscriber Growth SaturationFintech Valuation Reset and Banking RegulationAI Data Center Power Infrastructure Demands
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Apr 28, 2026

OpenAI Misses Expectations - Should Tech Investors Worry?

OpenAI Revenue Projections and ProfitabilityAI Model Compute Cost EfficiencyCompetitive Dynamics in Large Language Models
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Apr 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
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Apr 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
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Apr 22, 2026

SpaceX Goes on $60 Billion AI Buying Spree

GLP-1 medication distribution and telehealth competitionAmazon pharmacy expansion strategyHealthcare supply chain disruption
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Apr 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
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Apr 12, 2026

The Psychedelic Revolution

Psychedelic-Assisted Therapy Clinical EfficacyTreatment-Resistant Depression Market OpportunityFDA Approval Pathways for Psychedelic Compounds
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Apr 10, 2026

AI’s Most Dangerous Moment

Q1 Earnings Season OutlookAI Safety and Model ContainmentData Center Power Constraints
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Apr 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
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Apr 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
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Apr 3, 2026

A $2 Trillion IPO & the Space Economy

Oil Futures Markets and BackwardationStrait of Hormuz Geopolitical RiskSpaceX IPO Valuation and Structure
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Apr 2, 2026

“Alexa, Let’s Go to Outer Space”

Space Industry Investment and IPOsSatellite Internet Deployment and CompetitionSpectrum Licensing and Regulatory Strategy
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Mar 31, 2026

Nobody Told Us This Was M&A Week

Cisco-Restaurant Depot AcquisitionMcCormick-Unilever Food Division MergerAntitrust Challenges in Food Distribution
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Apr 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
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Mar 2, 2026

NASA Doubles Down on the Moon

Berkshire Hathaway Leadership TransitionWarren Buffett CEO Succession PlanningGreg Abel Management Philosophy
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Mar 1, 2026

Interview with IBM CFO Jim Kavanaugh

AI Book of Business Growth and MetricsAgentic AI and Workforce TransformationHybrid Cloud Strategy and Adoption
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