Motley Fool Hidden Gems Investing

Nvidia announced its new CPU at an event in Taipei and Jon, Rachel, and Matt talked about why potential customers may be interested in buying as well as the potential impacts to primary CPU players such as Intel and AMD. The team also talks about Berkshire Hathaway’s homebuilder acquisition before closing with a question regarding passive investing trends.

Jon Quast, Matt Frankel, and Rachel Warren discuss:

-Nvidia’s new Vera CPU

-The potential fallout in the CPU markout

-Berkshire Hathaway’s latest acquisition

-Passive investing’s impact on the stock market

Companies discussed: Nvidia (NVDA), AMD (AMD), Intel (INTC), Qualcomm (QCOM), Berkshire Hathaway (BRK.A)(BRK.B), Taylor Morrison (TMHC)

Host: Jon Quast

Guests: Matt Frankel, 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
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Token consumption grew 17 times last year — not 17%, 17 times. So why are some investors still underexposed to the biggest structural shift in a generation? Motley Fool Contributing Analyst Rachel Warren talks with Jay Jacobs, US Head of Equity ETFs at BlackRock, about the firm's 2026 Thematic Outlook: why the AI infrastructure boom is still in its infancy, how thematic ETFs can give retail investors more precise exposure than traditional sector funds, and what the rise of agentic AI, physical robotics, and tokenization means for your portfolio.

Host: Rachel Warren

Guest: Jay Jacobs

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

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Determining when you can retire requires making several assumptions about the future. Some of the commonly recommended assumptions are very conservative, and may result in you working longer than necessary and spending less in retirement than you could. Robert Brokamp looks at some rules of thumbs that may be overly cautious.Also in this episode:-A study finds that financial mistakes can be a predictor of dementia-Saving more for retirement not only boosts your portfolio but lowers the amount you need to have saved before you retire because you learn to live on less-The father of the so-called “4% rule” says it’s 5.5% for someone retiring today-Money management tools not only track your spending but help you plan for retirement

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
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Money continues to pour into AI companies like Anthropic, who announced a $65 billion fundraising round this week. But companies are starting to scrutinize their AI investments, which may not be paying off as hoped. Plus, we discuss some of our lessons of a lifetime investing and the stocks on our radar.

Travis Hoium, Lou Whiteman, and Emily Flippen discuss:

- Anthropic’s $65 billion raise

- Corporate America’s ROI on AI

- What do consumers want?

- Our favorite investing quotes and books

- Stocks on our radar

Companies discussed: FedEx (FDX), FedEx Freight (FDXF), Astronics (ATRO), Transmedics (TMDX), Alphabet (GOOG, GOOGL), Amazon (AMZN).

Host: Travis Hoium

Guests: Lou Whiteman, Emily Flippen

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
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Jon, Matt, and Travis start the episode by talking about Snowflake’s latest financial results that were catalyzed by one of its newest AI product offerings. The team then talks about the sluggish environment for refinancing mortgages as well as the publicly-traded companies that are impacted. And finally, they finish up talking about some hidden opportunities exposed by Fertitta Entertainment’s acquisition of Caeser’s Entertainment.

Jon Quast, Matt Frankel, and Travis Hoium discuss:

-Snowflake’s latest quarter

-Cloud computing versus AI software

-Plunging demand for mortgage refinancing

-Caeser’s sale to Fertitta Entertainment

-The sneaky potential benefit to VICI Properties

Companies discussed: Snowflake (SNOW), Amazon (AMZN), Rocket Companies (RKT), Caesar’s Entertainment (CZR), VICI Properties (VICI)

Host: Jon Quast

Guests: Matt Frankel, 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
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