Lam Research is a semiconductor machine business that’s breaking records, but its stock price has been cut nearly in half from highs in 2026. Jon, Matt, and Lou talk about historical cyclicality as well as present strengths before giving their opinions of whether it’s a good stock to buy right now. The team also discusses how the Iran conflict impacts some under-appreciated things in the economy before closing with IBM’s unique perspective on the state of the AI market. Jon Quast, Matt Frankel, and Lou Whiteman discuss: -Lam Research’s recurring services business -Advanced packing in the semiconductor industry and why it matters -The helium shortage -Rising agricultural costs -IBM’s unique take on AI spending -What could boost IBM’s business Companies discussed: Lam Research (LRCX), ASML (ASML), Applied Materials (AMAT), Nvidia (NVDA), Micron (MU), Samsung, SK Hynix (SKHY), IBM (IBM) Host: Jon Quast 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual revenue run rate by the end of 2027. Travis Hoium, Lou Whiteman, and Jon Quast break down SpaceX’s transformation into an AI powerhouse, the risks of massive data center investments, and a potential merger with Tesla.Travis Hoium, Lou Whiteman, and Jon Quast discuss:- Netflix’s Slowing Growth- Streaming Advertising Opportunities- SpaceX’s AI Transformation- Musk’s Trillion-Dollar Ambitions- AI Infrastructure Risks- Tesla SpaceX MergerCompanies discussed: Netflix (NFLX), Apple (AAPL), Alphabet (GOOGL), Disney (DIS), SpaceX (SPCX), Tesla (TSLA), T-Mobile (TMUS), Cloudflare (NET), Amazon (AMZN), Meta Platforms (META), Vertiv (VRT), Nvidia (NVDA)Host: Travis HoiumGuests: Lou Whiteman, Jon QuastEngineer: Dan BoydDisclosure: 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Third quarter earnings reports are coming in fast, but this week kicks off with two Hidden Gem stocks making acquisitions to shore up their businesses. Lou, Matt, and Tyler discuss Salesforce's acquisition of Braze and Tradeweb Market’s Trumid acquisition. Plus, a mailbag about building supply company QXO. Have a question? Email us; [email protected] Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - GE’s earnings in a time of high fuel prices - GM’s earnings (also in a time of high fuel prices) - $CRM’s deal for $BRZE -$TW’s deal for Trumid -Mailbag Companies discussed: GE, GM, F, CRM, BRZE, TW, QXO 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Description: The quantum computing space needs to make progress on error correction before quantum computers are useful, and in the past week, both Alphabet and Quantinuum have made announcements regarding substantial progress in this area. Jon, Matt, and Tyler break down this news before turning to the subject of moonshot investing. The team then closes out the episode with a question from the mailbag regarding the risk to big tech companies from open-source AI models. Jon Quast, Matt Frankel, and Tyler Crowe discuss:-Quantinuum’s record-breaking error correction-Alphabet’s own quantum computing magic-Novel power solutions-The potential for electric vertical takeoff and landing (eVTOL)-The risk of open source AI for big tech-Why today’s valuation doesn’t predict tomorrow’s profits Companies discussed: Quantinuum (QNT), Alphabet (GOOG)(GOOGL), Microsoft (MSFT), Amazon (AMZN), Nvidia (NVDA), Meta Platforms (META) Host: Jon QuastGuests: Matt Frankel, Tyler CroweEngineer: 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Disruption rarely arrives from the direction an industry expects. It came for retail from a bookseller in Seattle, for taxis from software engineers who had never driven one, and for photography from a camera company that had already invented the future but couldn't bring itself to use it. Motley Fool analyst Rachel Warren talks with Jeffrey Cole — founder of the World Internet Project, director of USC's Center for the Digital Future, and author of Disruptors at the Gate — about the patterns that repeat every time an industry gets blindsided, why most CEOs are structurally prevented from doing what it takes to survive disruption, and what investors should be watching right now as AI, quantum computing, and a wave of landmark IPOs reshape the landscape.  Host: Rachel Warren Guest: Jeffrey Cole Producers: Bart Shannon, Lauren Budabin  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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Somewhere in your portfolio, you probably have a loser -- an investment that is now worth less than what you paid for it. However, all is not lost. If that investment is in a non-retirement account (i.e., not in an IRA, 401(k), or HSA), you can sell it, take the loss, and use it to offset your capital gains and reduce your taxable income. But you have to know the rules. Robert Brokamp discusses what to keep in mind:-The range of investments to consider selling-How not to run afoul of the wash-sale rules-The true value of the $3,000 ordinary income deduction-The default rules for how cost basis and holding period are assigned to different types of investments-The potential downsides of tax-loss harvesting-When it makes sense to harvest gains or donate appreciated shares to charities Host: 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple and Tesla are unveiling futuristic products, but are they solving real problems or just creating new ones? Travis Hoium, Lou Whiteman, and Jason Moser debate the future of smart homes, flying cars, AI wearables, and whether Big Tech’s latest innovations can move the needle. They also examine the sharp sell-off in AI infrastructure stocks and the financial pressures facing the industry before wrapping up with two stocks on their radar. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Apple’s Smart Home Ambitions - Tesla’s Flying Roadster - Innovation Versus Invention - AI Infrastructure Economics - Smart Glasses and Privacy - Veeva and Rocket Lab Companies discussed: Accenture (ACN), ADT (ADT), Alphabet (GOOGL), Amazon (AMZN), Apple (AAPL), Berkshire Hathaway (BRK.B), Block (XYZ), Boeing (BA), CoreWeave (CRWV), Ferrari (RACE), Ford (F), Garmin (GRMN), IREN (IREN), Kraft Heinz (KHC), Meta Platforms (META), Microsoft (MSFT), Nebius Group (NBIS), NVIDIA (NVDA), Rocket Lab (RKLB), Starbucks (SBUX), Tesla (TSLA), Toast (TOST), Veeva Systems (VEEV). 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

When you think “companies Berkshire Hathaway likes”, often we think of mature, almost iconic businesses that have produced consistent results for years. Bending Spoons, an acquirer of legacy digital assets, doesn’t really fit the mold. Today, though, Matt, Jon, and Tyler take a closer look at why Berkshire is buying this Milan-based business and why it may be closer to the prototypical Berkshire business. Plus, emptying the analyst notebook on earnings and distressed debt is hitting neoclouds Have a question? Email us; [email protected] Tyler Crowe, Jon Quast, and Matt Frankel discuss: - Bank of America’s earnings and money laundering fine - Fastenal’s earnings, a true hidden gem - The business behind Bending Spoons - Why Berkshire is buying more of this lesser known stock - Coreweave’s debt falls into junk territory. Who’s next? Companies discussed: JPM, BAC, TD, WFC, FAST, BSP, BRK.B, TRIP, YELP, CRWV, NBIS, ORCL, APLD, DELL, DOCN, 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple is making a new push into smart homes, but will consumers pay premium prices for products they can already get elsewhere? ASML’s latest earnings highlight booming AI chip demand and the limitations of its manufacturing capacity. Meanwhile, luxury giants like LVMH, Hermès, and Estée Lauder are seeing their stocks plunge as Chinese demand weakens and aspirational shoppers pull back. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Apple’s Smart Home Push - The Premium Pricing Problem - ASML’s Semiconductor Monopoly - AI Demand and Valuations - China’s Luxury Slowdown - Luxury Stocks on Sale Companies discussed: Apple (AAPL), Amazon (AMZN), Alphabet (GOOGL), Schneider Electric (SU.PA), LG Electronics (066570.KS), ASML (ASML), Nvidia (NVDA), Estée Lauder (EL), Hermès (RMS.PA), LVMH (MC.PA), Kering (KER.PA), Burberry (BRBY.L). 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Bad results, stock up. Good results, stock down? This most recent round of big bank earnings has investors scratching their heads. We saw some expected things (Jamie Dimon had words of caution), and some unexpected surprises (credit card use way up). Matt, Lou, and Tyler break down the most important numbers from this round of banking earnings. Plus, automation and robotics investing is harder than it looks plus a mailbag question about Empire State Realty Trust Have a question? Email us; [email protected] Tyler Crowe, Lou Whiteman, and Matt Frankel discuss: - The important numbers from big bank earnings bonanza- Was Jamie Dimon “normal” cautious or “extra” cautious?- Automating warehouses is harder than it sounds- Investing opportunities in robotics and automation-Mailbag: Is $ESRT a buy, sell, or hold?Companies discussed: JPM, WFC, C, GS, WMT, SYM, ABBNY, AMZN, HON, ZBRA, GXO, ESRT Host: Tyler CroweGuests: Lou Whiteman, Matt FrankelEngineer: 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. Learn more about your ad choices. Visit megaphone.fm/adchoices