The Newest Big Idea from Elon Musk: Terafab

The Motley Fool’s Hidden Gem team take a look at trends moving the market as well as dissect Elon Musk’s announcement over the weekend for the Terafab project.Jon Quast, Matt Frankel, and Rachel Warren discuss:-The roller coaster ride with oil prices.-How to maintain a long-term perspective.-Elon Musk’s galactic ambitions with his Terafab project.-Long-term growth trends our analysts love.Companies discussed: Tesla (TSLA), IBM (IBM), Chevron (CVX), Intuitive Surgical (ISRG), Medtronic (MDT), Johnson & Johnson (JNJ), Occidental Petroleum (OXY)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: 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

How can investors tell the difference between a real value-creating transformation and “compliance theatre”? Phil Gilbert, serial entrepreneur and former IBM General Manager, joins the show to talk about his new book, Irresistible Change: A Blueprint for Earning Buy-In and Breakout Success. Motley Fool contributor Rich Lumelleau talks with Gilbert about the red flags of CEO bluster, the "25% Rule" for cultural tipping points, and why the next generation of great investors will be tracking "Revenue per Token." Host: Rich Lumulleau Guest: Phil Gilbert  Producer: Bart Shannon, Mac Greer  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

The No. 1 investing goal of most Americans is retirement, and a key determinant of happiness in retirement is where you live. Which factors are most important, and where are the places that have those factors? Robert Brokamp and Matt Frankel discuss The Motley Fool’s recent “Best Places to Retire” report.Also in this episode:-The S&P 500’s single-digit decline so far this year masks wide dispersion of the returns of individual stocks and sectors, with many posting gains or losses exceeding 20%.-A recent study shows that portfolio returns right before retirement have an outsized influence on how much an investor can spend in retirement.-Geopolitical turmoil usually results in a flight to safety that drives down the yields on Treasuries, but the Iran war has had the opposite effect.-Gyms and spas now outnumber stores selling stuff, which is good news because people who are healthier tend to also be wealthier.Host: Robert BrokampGuest: Matt FrankelEngineer: 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

The war in Iran doesn’t seem to be slowing down and that’s impacting oil prices today, but that’s just the beginning. Economic spending is next and higher costs could hit many industries, which will have lasting impacts for years. We discuss what we can learn about the history of oil prices and war and how we’re investing through it all. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - The Iran war and how it impacts markets - Are there safe havens? - Picking a stock market Final 4 - Stocks on our radar Companies discussed: Alphabet NVIDIA (NVDA), Apple (AAPL), Tesla (TSLA), Microsoft (MSFT), Meta (META), Amazon (AMZN), Palantir (PTLR), Micron (MU), Disney (DIS), Chipotle (CMG), RocketLab (RKLB), Waste Management (WM), Costco (COST), Vistra (VST), Tractor Supply (TSCO). Host: Travis Hoium Guests: Lou Whiteman, 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

When companies beat revenue and earnings expectations as much a Micron Technologies did in its most recent quarter, the market often heaps on praise for stellar results. Not this time, though. We’ll get into why as well as Uber Technologies’ deal with Rivian Automotive and Alibaba’s $100 billion in AI revenue target Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Micron Technologies earnings - Is it different this time for memory companies? - Uber & Rivian teaming up for autonomous vehicles - Alibaba’s AI targets and investing in international AI plays. Companies discussed: MU, NVDA, AMD, ASML, UBER, RIVN, LCID, TSLA, GOOG, AMZN, MSFT, BABA, LYFT, STLA, GM 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

OpenAI is moving away from side quests as it prepares the business and financials for an IPO. To make matters more complicated, Microsoft is upset about a deal OpenAI made with Amazon. Plus, why short sellers are important. Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- OpenAI’s strategy shift- Microsoft’s warning to Amazon- Why short sellers are important Companies discussed: SoFi (SOFI), Amazon (AMZN), Microsoft (MSFT). Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: 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

Just when you think you have a handle on how a company will react to rising oil prices, Delta Airlines goes and flips the idea on its head. Even though the industry could be facing significant increases in fuel prices, the carrier gave shocking rosy earnings projections at a recent industry event. Plus, Mastercard’s foray into stablecoins and a sample of stories we’re watching Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Delta’s rosy outlook - The changes in the airline industry - Mastercard’s bet to become a crypto payments company - The wall between fintech and traditional finance crumbling - Bye bye, quarterly filings - NVIDIA’s $1 trillion projection - Who’s gonna insure that data center? Companies discussed: DAL, AAL, LUV, UAL, BA, MA, V, COF, SOFI, JPM, BAC, TFC, RFC, PNC, NVDA, META, GOOG, AMZN 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

The Motley Fool’s Hidden Gem team talks about the latest AI infrastructure deal between Meta Platforms and neocloud company Nebius. They then pivot to talk about what’s happening with consumer spending by taking a look at Dollar Tree’s results for 2025. And finally, they pull back the curtain to reveal one of the factors they consider when looking for a stock to invest in for the long term. Jon Quast, Matt Frankel, and Rachel Warren discuss: -The new deal between Nebius and Meta Platforms -How the neocloud business works -Dollar Tree’s Q4 report and takeaways -Picking Hidden Gems stocks: Leadership Companies discussed: Nebius (NBIS), Meta Platforms (META), Dollar General (DG), Dollar Tree (DLTR), Nvidia (NVDA), Shopify (SHOP) 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

What if Apple’s next massive growth engine has nothing to do with smartphones, but instead relies on AI-powered medical devices? Tech journalist David Pogue joins the show to discuss his new book, Apple: The First 50 Years, and weighs in on Apple’s next chapter.  Host: Jason Moser Guest: David Pogue Producer: Bart Shannon, Mac Greer  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

A survey from Allianz found that 64% of Americans worry more about running out of money than death. Host Robert Brokamp offers eight suggestions for making your portfolio last forever or until you die, whichever comes first. Also in this episode:-The K-shaped economy is starting to look more like an E as middle-income Americans tread water and are showing signs of strain.-Oil prices are skyrocketing, exceeding the so-called Hamilton Trigger – the point when an oil shock becomes a drag on the economy.-Over the past 125 years, U.S. equities have grown from 15% to 62% of the global stock market, despite the fact that 80% of the U.S. stock market in 1900 was in industries that are small or extinct today.-Download your Social Security statement to see how much you’re projected to receive at various claiming ages – just make sure you know how to interpret the projections. Host: Robert Brokamp, CFP®Engineer: 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