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Private equity has $2.6 trillion in dry powder to put to work, is Squarespace at the top of a long shopping list?

(00:21) Jason Moser and Dylan Lewis discuss:

- Permira private equity’s plans to take website-builder Squarespace private at $6.9B.
- The Biden administration’s reported plans to raise tariffs on EVs, solar equipment, and medical supplies, and why automakers in China aren’t too concerned.

(14:54) The internet economy is all about eyeballs. Fool analyst Asit Sharma and Ricky Mulvey take a look at Pubmatic, an advertising company creating trillions of impressions per quarter and facing off against some trillion dollar companies.

Companies discussed: SQSP, SCHW, PUBM, TTD, MSFT, NFLX

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Host: Dylan Lewis
Guests: Jason Moser, Asit Sharma, Ricky Mulvey,
Producer: Ricky Mulvey
Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices

“Ideas are cheap; the people are what matter.”
Startups face a lot of risk. But research suggests that 65% of startups fail because of one particular problem: people.
Ricky Mulvey caught up with Martin Gonzalez, creator of Google’s Effective Founders Project, to discuss what public investors can learn from the people problems that plague startups… and any other organization. They discuss:

How to spot strong leaders.

The downside of overconfidence.

How company culture affects stock returns.


Companies discussed: SPOT
Host: Ricky Mulvey
Guest: Martin Gonzalez
Producer: Mary Long
Engineer: Dez Jones
Learn more about your ad choices. Visit megaphone.fm/adchoices

Sure, the Apple Vision Pro has some flaws, but it’s incredible to be in a recording studio with Alicia Keys. Mary Long and Jason Moser checked out the new headset and discuss:

- The training and educational use cases for spatial computing. 
- How Apple and Meta products stack up against each other.
- Meta’s virtual reality strategy. 
- The strong value proposition for VR training in healthcare.

Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, PCOR, ADSK, AXON, ISGR, GMED

Host: Mary Long
Guest: Jason Moser
Producer: Ricky Mulvey
Engineer: Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices

Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending..

(00:21) Ron Gross and Andy Cross discuss:

- Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter.
- Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown.
- How drinkmaker Celsius continues to find the energy for growth.

(19:11) Motley Fool Co-founder David Gardner provides some timeless advice for college grads.

(27:27) Ron and Andy break down two stocks on their radar: Toast and Trex.

Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST

Host: Dylan Lewis
Guests: Andy Cross, Ron Gross, David Gardner, Mary Long
Engineers: Dan Boyd
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Wall Street thinks two growth stock prices have gotten a little too high. Plus, we feature a weed company with a lot of cash.

(00:21) Kirsten Guerra and Ricky Mulvey break down earnings from Duolingo and Roblox.

Then, (16:30) Nick Sciple takes a look at the legal pot business, and a legislative change that could have profound implications on the market.

Companies discussed: DUOL, RBLX, GOOGL, GOOG, CRON

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Host: Ricky Mulvey
Guests: Kirsten Guerra, Nick Sciple
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices

Uber’s earnings may seem a little hand-wavy, but there's more to the story.
At (00:12) Tim Beyers and Mary Long take a look at earnings from Uber and Toast.
Then, (16:34) Alicia Alfiere and Ricky Mulvey ask if AI will kill Chegg, the homework helper.
Tickers discussed: UBER, SICP, JOBY, TOST
Host: Mary Long
Guests: Tim Beyers, Alicia Alfiere, Ricky Mulvey
Engineer: Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices