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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.
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Marvell’s Trillion-Dollar Target
Custom silicon company Marvell wants to acquire Lumentum at $115 billion, dwarfing many previous deals in the publicly-traded tech space. Jon, Matt, and Rachel talk about why Marvell is so eager to bring this optic technology in-house and w
Three Questions Every Investor Should Ask About Any Management Team Video Draft 28m 45s
A record number of CEOs have departed for two years running — and it's not because they lacked intelligence or experience. It's because the map they were using became outdated overnight. Motley Fool analyst Rachel Warren talks with Cornelia
Financial Horror Stories, Vol. 5: The All-Monster Edition
The witching hour approaches! For the fifth consecutive year, Motley Fool financial planning expert Robert Brokamp joined Motley Fool co-founder David Gardner on his Rule Breaker Investing podcast to tell tales of financial terror. For this
Is Wall Street Turning on AI?
Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments, and what these developments mea
Alphabet Almost Sets a Record No One Wants
Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cas
Is Robinhood Stock Too Expensive?
Robinhood's growth is slowing, but new products and subscription revenue could offer a path forward. Oracle is diversifying beyond Nvidia as competition in AI chips heats up. Meanwhile, Microsoft's latest voluntary buyout offers raise quest
SoFi’s Earnings Shine While PayPal & Boeing’s Earnings Look “Meh”
When a bank’s earnings cause the stock to pop more than 15%, then something definitely went right. At least that is what appears to have happened at SoFi this most recent quarter thanks to an earnings beat and raised guidance. Matt, Lou, an
Anthropic’s $500 Billion Question
Anthropic's highly anticipated IPO filing reveals explosive growth, surprisingly strong financials, and nearly $500 billion in future AI computing commitments. Meanwhile, Meta looks to raise $95 billion as AI infrastructure companies face m
America's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street
The wealthiest people in America aren't who you think they are. Together, they have more net worth than the Forbes 400 by a factor of ten — and almost no one has heard of them. Motley Fool analyst Rachel Warren talks with Eric Zwick, profes
When to Contribute or Convert to a Roth Account
There’s an old saying about investing: It’s not what you make, it’s what you keep. Because you aren’t the only owner of your portfolio; you have a co-owner named Uncle Sam, and he eventually will want his share in the form of taxes. However
Is the AI Bubble Popping?
Is the AI boom running out of steam, or is the market simply taking a breather? Travis Hoium, Lou Whiteman, and Jason Hall discuss growing concerns over AI spending, SpaceX's ambitious expansion plans, and signs of weakness in the American
Did IBM Just Tell the Truth About AI?
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 th
SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?
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. Travi
GE & GM Earnings and Deals, Deals, Deals
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 Tru
Investors Shoot for the Moon
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.
Why the Companies Most at Risk of Disruption Are Usually the Most Successful Ones
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 invent
10 Tips for Harvesting Investment Losses
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
Flying Cars, Smart Homes, and Cracks in the AI Boom
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
Is Berkshire Bending the Rules With Bending Spoons?
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. Toda
Can Apple Take Over Your Home?
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. Meanw
Bank Earnings Have Entered the Upside Down
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 us
Is Elon Musk Coming for Verizon?
Could SpaceX and Starlink disrupt the wireless industry, or are investors overreacting to Elon Musk’s ambitions? Travis Hoium, Lou Whiteman, and Dan Caplinger discuss the challenges facing traditional telecom companies, PepsiCo’s shrinking
The Private Equity Playbook Most Small Business Owners Never Get Access To
Out of 1,600 businesses analyzed, not a single one was overpriced. That's just one of the uncomfortable truths Codie Sanchez has uncovered from the inside. Motley Fool analyst Rachel Warren talks with Codie Sanchez — former Wall Street inve
Are Your Retirement Savings on Track?
Do the amounts in your IRAs and 401(k)s have you on to path to financial independence? Host Robert Brokamp explains how to get answers to that question. Topics covered: -Benchmarks provided by financial-services firms -Factors that will det
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era
The Might (and Myths) of Economic Moats
For many buy-and-hold investors out there just getting started, knowing how to understand businesses better is one of the first skills to develop. One term that the financial media world has developed for business strengths is economic moat
Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells
Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spe
Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape Streaming
Paramount and Warner Bros. Discovery have officially joined forces in a $110 billion deal, creating a streaming heavyweight with more than 200 million subscribers—and $80 billion in debt. Travis Hoium, Lou Whiteman, and Matt Frankel break d
Facing Our Investing Fears
Motley Fool Hidden Gems Investing helps kick off spooky October with an episode that injects a dose of optimism into investor fears. Specifically, there are fears regarding Anthropic’s risk factors in its S-1, but Jon, Matt, and Rachel remi
Why the Wealthiest People in the Room Are Often the Most Miserable — And What to Do About It
After 40 years managing money for some of the most successful people on Wall Street, Matt Ludmer came to a conclusion that surprised even him: accumulating more rarely made his clients happier. Motley Fool analyst Rachel Warren sits down wi
