Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?

(00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss:

- Whether the DeepSeek story changes how investors should view off-the-walls AI spending.

- The future of Reality Labs.

- Microsoft’s $13B-and-growing AI business.

- Why “fungible fleet” is a potentially ominous phrase for Sam Altman

Companies discussed: META, MSFT, NVDA

Host: Mary Long

Guest: Asit Sharma

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic.

(00:14) Anthony Schiavone and Dylan Lewis discuss:

- The market’s very upbeat reaction to Starbucks’ fairly lackluster results.

- Brian Niccol’s “Back to Starbucks” plan and the progress so far.

- Brad Jacob’s plans to run his proven acquisition playbook at QXO, and why Beacon isn’t eager to be bought up.

(13:16) Is there a way to make clothing rentals work? If there is, Rent the Runway hasn’t quite figured it out. But a quiet competitor might have. Fool analyst Nick Sciple joins Mary Long to talk about a mall retailer with a subscription side hustle.

Companies discussed: SBUX, QXO, BECN, RENT, URBN, ANF

Host: Dylan Lewis

Guests: Anthony Schiavone, Nick Sciple, Mary Long

Engineers: Rick Engdahl

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The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around?

(00:14) Jason Moser and Mary Long discuss:

- Why not all airlines are facing the same headwinds

- GM’s quarterly net loss

- The just-announced partnership between X and Visa.

Then, (14:54), Robert “Bro” Brokamp and Amy Bach talk about how homeowners can better understand their insurance policies and how to prepare for a potential loss.

Tickers mentioned: JBLU, UAL, DAL, GM, V

Host: Mary Long

Guests: Jason Moser, Robert “Bro” Brokamp, Amy Bach

Engineers: Rick Engdahl, Austin Morgan

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The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less.

(00:14) Tim Beyers and Dylan Lewis discuss:

- The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resource-intensive approach will affect artificial intelligence technology.

- Why software prowess and efficiency will be the major themes for AI in 2025.

- What to focus on when the affected big tech companies – Apple, Microsoft, Meta, ASML – report earnings this week.

(19:15) Senior Fool Analyst David Meier, interviews John Zahurancik Fluence Energy’s President of the Americas, about the utilities side of the renewables market.

Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC

Host: Dylan Lewis

Guests: Tim Beyers, David Meier, John Zahurancik

Engineers: Rick Engdahl

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There’s more to the legendary chipmaker than its tech stack.

Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia Way.” Best-selling author Morgan Housel interviews Kim for a conversation about:

- The early days at Nvidia and its long path to “overnight” success.

- What drives Nvidia’s employees.

- How Jensen Huang takes long-term thinking to the extreme.

Premium Motley Fool members can catch Morgan and Tae’s full conversation here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-the-nvidia-way

To become a premium Motley Fool member, go to www.fool.com/signup

Host: Morgan Housel

Guest: Tae Kim

Producer: Mac Greer, Mary Long

Engineer: Tim Sparks, Rick Engdahl

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At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence.

(00:44) Jason Moser and Asit Sharma discuss:

- The S&P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it.

- Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech.

- Fantastic earnings reports from Netflix, GE Aerospace, and Twilio.

(19:03) Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders.

AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep

(32:30) Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin.

Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN

Host: Dylan Lewis

Guests: Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip

Engineers: Rick Engdahl

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...as if it didn’t have enough already!

(00:14) Asit Sharma and Mary Long discuss:

- The new venture to build out American AI infrastructure.

- How 20 data centers get a $500 billion price tag.

- GE Aerospace’s razor-and-blades business model.

Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny.

Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG

To become a premium Motley Fool member, go to www.fool.com/signup

Host: Mary Long

Guests: Asit Sharma, Seth Jayson

Engineer: Rick Engdahl

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Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years?

(00:14) Jim Gillies and Dylan Lewis discuss:

- Netflix’s record subscriber additions, new all-time highs, and how price increases feed into its advertising plans.

- The market’s Shiller PE ratio as the Trump Administration takes over, and how high valuations affect expectations around returns.

- What updates from Interactive Brokers and Schwab say about where investor minds are at.

(17:17) What would it take to live a hundred healthy years?

Fool analyst Sanmeet Deo talks with Jonathan Swerdlin, co-founder of Function Health, about the overlapping future of artificial intelligence and human health.

Companies discussed: NFLX, TKO, GOOG, GOOGL, AMZN

Premium Motley Fool members can catch the full AI Summit replay here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay

You can become a premium Motley Fool member at: www.fool.com/sigup

Host: Dylan Lewis

Guests: Jim Gillies, Sanmeet Deo, Jonathan Swerdlin

Producer: Mary Long

Engineers: Rick Engdahl

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Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so much is in flux and anything can go to the moon, how do you figure out what actually matters?

(00:14) Anthony Schiavone and Mary Long discuss:

- Separating signal from noise in an attention economy.

- Finding value in a fast-changing world.

- Earnings from a company that straddles the digital and the physical.

Then, (16:02), Robert Brokamp and Alison Southwick talk about how to build a comfortable income cushion for your retirement.

Check out the Nick Maggiulli article mentioned here: https://ofdollarsanddata.com/the-new-currency-is-attention/

Companies mentioned: PLD, $TRUMP, $MELANIA

Host: Mary Long

Guests: Anthony Schiavone, Robert “Bro” Brokamp, Alison Southwick

Producer: Dylan Lewis

Engineer: Rick Engdahl

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There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex played by humans. And, yet, an AI computer program can play it perfectly. What does that mean for humanity?

Terry Sejnowski is the Frances Crick Chair at the Salk Institute for Biological Studies, a Distinguished Professor at the University of San Diego, and author of the book “ChatGPT and The Future of AI.” Ricky Mulvey caught up with Sejnowski for a conversation about:

- How chatbots work.

- Mapping large neural models.

- What a self-aware parrot can teach us about human consciousness.

Premium Motley Fool members can catch replays from this week’s AI Summit here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay

To become a premium Motley Fool member, go to www.fool.com/signup

Host: Ricky Mulvey

Guest: Terrence Sejnowski

Producer: Mary Long

Engineer: Rick Engdahl

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170 million TikTok users in the U.S. might be up for sale. What are they worth?

(00:42) Matt Argersinger and Bill Mann discuss:

- The looming TikTok ban, why Apple and Google are the real gatekeepers, and what a standalone TikTok U.S. might look like.

- Apple’s other problem in China: smartphone sales and rising competition from Huawei and Vivo.

- Bank earnings showing 2024 was a stellar year for banks, and how the macro environment and policy outlook are settling them up for good times to continue in 2025.

(19:03) Where will the stock market be at the end of 2025? Motley Fool co-Founder David Gardner and Ricky Mulvey have a guess and some guidance on how to keep the short-term noise out of the way of your long-term returns.

Catch Ricky and David’s full conversation here: https://www.fool.com/podcasts/motley-fool-money/2025-01-11-david-gardner-the-case-for-rational/

(33:10) Matt and Bill break down two stocks on their radar: Invitation Homes and Duolingo.

Stocks discussed: AAPL, GOOG, GOOGL, META, GS, MS, JPM, WFC, PM, INVH, DUOL.

Host: Dylan Lewis

Guests: Bill Mann, Matt Argersinger, David Gardner, Ricky Mulvey

Engineers: RIck Engdahl

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