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Within the Pentagon, there’s an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It’s called Unit X.  Chris Kirchoff and Raj Shah are the two men who built that unit. They join Ricky Mulvey for a conversation on the changing defense landscape and what it’s like to bring a venture capital mindset to bureaucrats. They also discuss: What it’s like to disrupt Washington’s “primes” Supersonic drones, EVOTLs, and  How investors and lawmakers can distinguish “statistical techniques” from genuine AI Companies mentioned: NOC, BA, GOOG, GOOGL, JOBY, PLTR, TSM Host: Ricky Mulvey Guest: Christopher Kirchoff, Raj Shah Producer: Mary Long Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet. (00:21) Ron Gross and Matt Argersinger discuss: - Why recent job numbers dramatically boosted the likelihood of a rate cut in 2024. - Intel’s dividend cut, and what history has to say about companies that stop payments to shareholders. - Why Apple and Meta are holding up well during a tough earnings season for big tech. - Amazon, Microsoft, and Alphabet’s combined $45B in capital expenditures this quarter, and how investors should be thinking about this investment phase in AI. (31:41) Ron and Matt break down two stocks on their radar: Designer Brands and MercadoLibre. Stocks discussed: INTC, AAPL, META, AMZN, MSFT, GOOG, GOOGL, DBI, MELI Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Someone’s gotta make ‘em, and someone’s gotta buy ‘em. (00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss: - whether you should fall in love with companies - AMD’s data center business - Meta’s “special treatment” Then, (XX:XX) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street. Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR Host: Mary Long Guests: Asit Sharma, Karl Thiel, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Is efficiency everything? Starbucks certainly seems to think so. (00:21) Bill Mann and Mary Long discuss Microsoft’s AI timeline and what “experience” means at the world’s largest coffee chain. Then, (15:10) Bloomberg media reporter Hannah Miller joins for a conversation on what the Paris Olympics mean for Peacock. Companies mentioned: MSFT, SBUX, LCKNY, CMCSA, NLFX, AMZN, DIS, WBD Host: Mary Long Guests: Bill Mann, Hannah Miller Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

When you get to be a famous investor, it is harder to generate market-beating returns. (00:21) Jason Hall and Ricky Mulvey discuss - Earnings from PayPal. - Cooled expectations for Bill Ackman’s latest offering. - And if CrowdStrike is becoming a buying opportunity. Then, (15:01) Alison Southwick and Brian Feroldi finish up their Summer School series with a biology class and examine the life cycle of companies. Companies mentioned: PYPL, OTC: PSHZF, DAL, CRWD, RIVN, MNDY, AMZN, AAPL Host: Ricky Mulvey Guests: Jason Hall, Alison Southwick, Brian Feroldi Producer: Mary Long Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Eaters and investors are both happy to see the $5 value meal on the menu. (00:21) Asit Sharma and Dylan Lewis discuss: - 2024’s largest IPO – cold storage company Lineage – and whether the REIT is worth watching for investors. - McDonald’s Q2 earnings, the chain’s pivot to value-oriented menu items, and why the outlook for pinched consumers likely won’t get better any time soon. (17:44) CEO of Pacific Gas and Electric, Patti Poppe joins Ricky Mulvey to discuss PG&E’s turnaround and how her company is serving the growing electricity demand from data centers. Companies discussed: LINE, COLD, MCD, PCG Host: Dylan Lewis Guests: Asit Sharma, Ricky Mulvey, Patti Poppe Producer: Mary Long, Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Every stock market valuation is a number from today multiplied by a story about tomorrow. Morgan Housel is the best-selling author of The Psychology of Money and Same as Ever. Robert Brokamp interviewed Housel at our member event FoolFest. This episode is a cut of their conversation. They discuss: - Why professional money managers often underperform the market. - The relationship between success and luck for investors. - Saving like a pessimist and investing like an optimist. - What spreadsheets can’t tell you about spending. - The benefit of losing money early in an investing journey. Companies/Tickers Mentioned: TSLA Host: Robert Brokamp Guest: Morgan Housel Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you determine what a company’s worth? You pull a lot of information from a lot of different places.  Jim Gillies joins Ricky Mulvey for a conversation on valuation and mosaic theory. They also discuss:  How incentives impact valuation The “new store growth story” at Costco Case studies from a sneaker company and a space company Companies/Tickers Mentioned: WINA, COST, ONON, SPCE Host: Ricky Mulvey Guest: Jim Gillies Producer: Mary Long Engineer: Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shaved off the company’s market cap.  (00:21) Jason Moser and Matt Argersinger discuss: - The impact of the global IT outage, where it will show up financially and how Crowdstrike responded. - Why the market is down on Tesla’s profitability - How Spotify’s stellar run is continuing and why dividend investors might want to keep an eye on UPS.  (19:11) Motley Fool co-founder and Chief Rule Breaker David Gardner talks with Emily Flippen about his best stock recommendation, some of his best investing lessons and how to make sense of the nascent artificial intelligence space. (31:18) Jason and Matt break down two stocks on their radar: Twilio and Coupang. Stocks discussed: CRWD, MSFT, TSLA, CMG, SPOT, UPS, NVDA, TWLO, CPNG. Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, David Gardner, Emily Flippen Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Open seating is coming to an end on Southwest flights. (00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’ pressure from activist investors. Then (11:04) Asit Sharma joins Ricky to discuss one of Warren Buffett’s favorite metrics. Companies discussed: CMG, LUV, LULU, AMD, NVDA Learn more about the Range Rover Sport at www.landroverusa.com. Host: Ricky Mulvey Guests: Sanmeet Deo, Asit Sharma Producer: Mary Long Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

…and it’s not getting from Wiz. (00:21) Asit Sharma and Mary Long talk about abandoned acquisitions, AI, and robotaxis while looking at earnings from Alphabet and Tesla. Then, (17:53) Matt Frankel and Ricky Mulvey check in on Boston Omaha, a holding company that recently lost half of its CEO team. Companies discussed: GOOG, GOOGL, TTD, PUBM, TSLA, BOC Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Matt Frankel Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Housing supply is slowly rising. So are prices. (00:21) David Meier and Ricky Mulvey discuss the state of home sales and earnings from UPS and Spotify. Then, (14:52) Alison Southwick and Brian Feroldi continue their summer school series with a language arts class for investors. Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: UPS, SPOT Host: Ricky Mulvey Guests: David Meier, Alison Southwick, Brian Feroldi Producer: Mary Long Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

CrowdStrike’s update caused problems and blue screens of death for mission-critical operations across the economy. What does it mean for the cybersecurity company and the access tech providers will have going forward?   (00:21) Tim Beyers and Dylan Lewis discuss: - The details of the global IT outage over the weekend and CrowdStrike’s response. - CrowdStrike’s unique root access and whether vendors will continue to be allowed such deep access to customer Windows systems.  - Whether CrowdStrike is worth buying on the sell-off, or if management has something to prove first.  (17:16) President and COO of Kinsale Capital Brian Haney talks Bill Mann through how retail investors can judge financial companies and why insurers have such a tough time in states like Florida.  Companies discussed: CRWD, MSFT, KNSL Our conversation with Brian Haney was from FoolFest 2024 – members can catch the full interview and everything from our FoolFest digital pass at foolfest.fool.com.  Host: Dylan Lewis Guests: Tim Beyers, Bill Mann, Brian Haney Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

What would you do if you had $10 million in cryptocurrency? Nathaniel Eliason is the author of Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance. The Motley Fool’s Scott Kassing caught up with Eliason for a conversation about: - How Eliason’s journey in crypto affected how he thinks about risk. - Why speculative crypto games were rigged against retail traders. - How fast money corrupts those grabbing for it. Host: Scott Kassing Guest: Nathaniel Eliason Producer: Ricky Mulvey Engineers: Tim Sparks, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

Liz Ann Sonders is a Managing Director and Chief Investment Strategist at Charles Schwab. The Motley Fool’s Bill Mann interviewed Sonders for our member event FoolFest. This show is a cut of that conversation. They discuss:  - How a deluge of economic information has changed investing.  - What’s happening beneath the surface of broad market indexes. - The Magnificent Seven and the best performers in the S&P 500.  Companies mentioned: SCHW, GE, NVDA Host: Bill Mann Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Desiree Jones, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run.  (00:21) Bill Mann and Jason Moser discuss: - The Russell 2000s unusual spike, and why it’s a mix of good news and bad news. - The Crowdstrike update that grounded planes and the stock this morning, and what it says about cybersecurity overall. - Earnings updates from Netflix, Domino’s, and Five Below.  (19:10) Cava CEO Brett Schulman spoke at FoolFest 2024 this week – we air a portion of his conversation with analyst Kirsten Guerra about his company’s stellar performance so far as a publicly traded company, how they’ll get to 1,000 locations and what he puts in his bowl when he visits the restaurant. (33:56) Jason and Bill break down two stocks on their radar: Danaher and Alphabet. Stocks discussed: CRWD, AAPL, META, NFLX, DPZ, FIVE, DHR, GOOGL, GOOG Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Kirsten Guerra, Brett Schulman Engineers: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices

The traders are making money and credit card delinquencies are hopefully plateauing. (00:21) Matt Frankel and Ricky Mulvey discuss: - Bank of America’s comeback story. - What big financial institutions are counting on from the Fed. - Why commercial real estate giant Prologis is getting into the data center business. Then, (17:58) Motley Fool contributor Rachel Warren interviews Dhruv Nagrath, a director at Blackrock, about fixed income trends for investors to watch. Companies discussed: BAC, WFC, PLD, DLR Host: Ricky Mulvey Guests: Matt Frankel, Rachel Warren, Dhruv Nagrath Producer: Dylan Lewis Engineers: Desiree Jones, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

Alphabet eyes its biggest acquisition of all time in Wiz, and a struggling retailer’s outlook gets worse – but it might be a buying opportunity for investors.   (00:22) Jason Moser and Dylan Lewis discuss: - Retirement lessons and a reminder to ignore the exogenous from our colleagues at FoolFest 2024.  - Why Alphabet is eying a $23B cybersecurity acquisition. - Five Below’s stock going on sale, and whether new leadership can put the struggling retailer back on track.  (16:25) Alison Southwick and Brian Feroldi continue their summer school series, running through the financial metrics that can help investors understand a company's valuation and one less common ratio that can tell you a lot about profitability. Companies discussed: GOOG, GOOGL, FIVE, AAPL, NVDA, MSFT Host: Dylan Lewis Guests: Jason Moser, Alison Southwick, Brian Feroldi Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re picking CEOs for investors to watch. (1:01) Recorded live at FoolFest 2024, Bill Mann, Asit Sharma, and Ricky Mulvey discuss earnings from Charles Schwab and their takeaways from the conference. (7:50) Then, they draft their favorite CEOs in the following categories– capital allocation, growth stories, turnarounds, and wildcard picks. A correction: The CEO of Kinsale Capital is Michael Kehoe. Companies discussed: SCHW, OTC: CNSWF, ANET, WINA, KNSL, AMD, TTD, IBM, PEP, OTC: ADDYY, RKLB, ORCL, JPM Host: Ricky Mulvey Guests: Bill Mann, Asit Sharma, Erick DeVore Engineers: Desiree Jones, Michael Towers of Marx Productions Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re on with members in Washington DC looking ahead at some of the major themes of the market in 2024 and looking back at a decade of FoolFests.  (0:49) Matt Argersinger and Andy Cross discuss: - Why dividends and some specific market indicators are in focus at FoolFest. - What to watch as earnings season picks up – Netflix’s metrics game, and whether spend returns for big-ticket items at Home Depot.  - Some of our favorite memories from a decade of FoolFests and a few trivia questions to revisit Fool stocks and the market over a 10-year period.  Companies discussed: NFLX, HD, PLD, BABA, HUBS, NVDA, ANET, PANW, MELI Host: Dylan Lewis Guests: Matt Argersinger, Andy Cross Engineer: Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices