Motley Fool Hidden Gems Investing

Motley Fool Hidden Gems Investing

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.

Episodes

July 27, 2026 20 mins
Memory has been hot in 2026 and that was no different today. China’s CXMT went public and gained nearly 500% on its opening day. We discuss the IPO along with NVIDIA potentially guaranteeing hundreds of billions of investments made to supply OpenAI. Travis Hoium, Lou Whiteman, and Tyler Crowe discuss: - NVIDIA’s OpenAI Guarantee - More NVIDIA Investments - A Hot IPO - Memory Gets More Crowded - Merger Mania? - ...
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The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost always there before the collapse. Motley Fool analyst Rachel Warren sits down with Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, to dig into the psychology behind corporate disaster. She discusses why most fraud starts with self-delusion ...
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William Bengen established 4% as the safe withdrawal rate more than 30 years ago. But in subsequent research, he has concluded that 4% is likely much too low. That research is thoroughly explained in his latest book, “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.” In this re-airing of an interview from last August, Bengen joined Motley Fool retirement expert Robert Brokamp to discuss:- how...
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Alphabet’s stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what that means for big tech, neoclouds, and the entire supply chain. Plus, we get to Tesla’s earnings and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Hall discuss: - Alphabet’s Free Cash Flow - Who Blinks? - Tesla’s Stock Drop - The Price Is Right -...
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July 23, 2026 24 mins
Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results were different in many ways, there was one common theme that spooked investors: cash burn. Jon, Lou, and Tyler break down the quarter where mag 7 stocks went cash flow negative and what that means. Plus, earnings from Tractor Supply, RTX, and what to watch when PayPal and AirBnb report in the comi...
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A new Gemini model is out and the AI world isn’t impressed. But is this Alphabet knowing its business better than anyone else or a loss of the company’s magic? Plus, we discuss Novo Nordisk suing Eli Lilly and GE Vernova’s stock falling after a great earnings report. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Gemini’s Model Dud? - Gemini Pro Delay - Novo Sues Eli Lilly - Novo’s Despera...
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July 21, 2026 23 mins
Shares of capital market company MSCI and credit rating agency Equifax both posted double digit declines after posting earnings that were…ok? Matt, Lou, and Tyler dive into what went right and wrong in the most recent earnings and what to make of the two stocks today. Plus, what to make of the oil markets using Halliburton’s earnings results and what is the best banking ETF today? Have a question? Email us; podcasts...
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July 20, 2026 25 mins
Spain is the new soccer world champ, but Kalshi was also a winner from the World Cup as it added three million new users. On today’s show, Jon, Matt, and Rachel discuss the state of the predictions market and explain how predicting the outcome of an event is fundamentally different than investing in a stock. The team then moves into discussing how China’s Kimi K3 AI model could be disruptive to some companies and provid...
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Most companies say they're doing AI. A surprising number are doing very little — and a Chief AI Officer at one of the world's largest automation platforms has the receipts to prove it. Motley Fool analyst Rachel Warren talks with Adam Field, Chief AI Officer at Tungsten Automation — a company serving 25,000 organizations including 40% of the Fortune 100 — about what separates real AI transformation from expensive ...
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Knowing how much income you’ll need in retirement is a key variable in determining how much you need to have saved before you stop working. But what many people believe about how spending progresses over the course of retirement is wrong. Host Robert Brokamp speaks with David Blanchett, the head of retirement research at Prudential Financial and a portfolio manager for PGIM, about what the data shows about real-life retiremen...
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July 17, 2026 41 mins
Tech stocks have dropped this week as earnings have given investors reason for concern. IBM left a lot to be desired and Netflix dragged on the market as well. We make sense of it all and give you the stocks on our radar.Travis Hoium, Lou Whiteman, and Emily Flippen discuss:- Tech Crashing- What We’re Watching- Netflix Earnings- History of Tech- Gemini Delayed- Radar StocksCompanies discussed: TransDigm (TDG), Uber (UBER), Al...
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Shares of Uber are right about where they were a little over two years ago. The company has been grappling with how to navigate the world of robotaxis. One way is to lean into delivery services, and that’s why the company announced the acquisition of Delivery Hero today for $14.8 billion. Matt, Jon, And Tyler discuss Uber’s reasons for doing this now and whether a push into delivery can fend of the challenges from robot...
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July 15, 2026 19 mins
Stripe is reportedly circling PayPal in a deal that could end a frustrating run for the fintech giant, but is it a good enough deal to get done? We discuss that and Johnson & Johnson’s earnings, plus how Uber has become the incumbent in autonomous vehicles.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- PayPal’s Offer- How Stripe Gets a Deal Done- Why PayPal Says “No”- J&J’s Earnings- U...
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July 14, 2026 23 mins
BM gave its investors a heads up about the upcoming quarter, and the market didn’t like what management had to say. The company’s pre-released earnings were lower than analyst expectations, and its raising questions about the spending priorities for IBM’s clients. Plus, the big banks all had blowout earnings reports, and it isn’t just from cashing in on the SpaceX IPO.Have a question? Email us; podcasts@fool...
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Many investors feel like the AI trend peaked and some AI stocks are taking it on the chin in response. However, Taiwan Semiconductor is showing an accelerated growth rate and Meta Platforms is nearly doubling the scope of one of its important data centers, suggesting the AI buildout is still on. In light of this, Matt and Rachel each highlight a hidden company that can benefit from the trends. Finally, Jon throws a question to them...
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ROI supersedes AI. That's the blunt verdict from Steve Lucas, Chairman and CEO of Boomi, who has spent 30 years at the top of enterprise software. With OpenAI burning $3 billion a month and Gartner projecting that up to 40% of enterprise AI projects will be abandoned by 2027, the blank-check era for AI spending is over — and the reckoning is coming faster than most investors realize. Motley Fool analyst Rachel Warren sits dow...
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If you'd like to help a child, grandchild, or other young person get started investing, you have a few options when it comes to the type of account to open. Starting this month, a new option is available: Trump Accounts. Fools Robert Brokamp and Joel O’Leary discuss the details, pros, and cons. Topics covered:-Eligibility and contribution limits for Trump Accounts-The tax advantages, including potentially converting them to R...
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There’s no question artificial intelligence is the next big paradigm shift in technology, but how that shift plays out could determine how investors can make money. We discuss what we can learn from the PC era, the internet boom and bust, and the mobile phone era in technology. Plus, we discuss our hidden gems and stocks on our radar. Travis Hoium, Andy Cross, and Lou Whitman discuss: - 80s Lessons - .com Infrastrucuture...
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July 9, 2026 27 mins
It’s not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these new AI, semiconductor manufacturing, and prediction market initiatives are value adding ideas or wasted capital . Plus, is GE Vernova worth its current price tag and what to make of communications REIT American Tower Have a que...
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July 8, 2026 23 mins
Oil rose sharply early on Wednesday and the market didn’t like what it saw. But oil may not be the big driver of stocks that it was a few months ago and the pullback may simply be a healthy breather for hot stocks. Plus, we discuss some new EVs hitting the market and how satellites could disrupt telecom. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Oil Is Up Again - Market Breather? - Can a Cheap EV Win? - ...
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