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The coffee giant is making a play into a fast growing market.

(00:21) Jason Moser and Ricky Mulvey discuss Apple’s plans for its next headset, Starbucks new offerings, and earnings from Carnival Cruise Line.

Then, (16:18) Robert Brokamp shares how he’s preparing for retirement, and what he’s learned from leading The Motley Fool’s “Rule Your Retirement” newsletter for two decades.

Companies mentioned: AAPL, AXON, SBUX, CCL

Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp
Engineers: Dan Boyd, Austin Morgan

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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ResMed has had the market on sleep apnea cornered for a while, but new weight-loss drugs might be creeping in. We look at what could change based on recent studies and some other businesses that have established lifelong customers.

(00:21) Bill Barker and Dylan Lewis discuss:

- How weight-loss drugs like Eli Lilly’s Zepbound might be coming for ResMed and the sleep apnea market.
- RXO take a bigger piece of the brokered transportation market, scooping up Coyote Logistics from UPS.
- Target and Shopify linking up for a win-win partnership.

(13:02) Tim Beyers and Ricky Mulvey discuss the value of lifetime-customer relationships, why they’re huge for the likes of Apple, and Costco, and one lesser-known name that may have one too.

Companies discussed: LLY, NVO, RMD, SPOT, AAPL, SNOW

Host: Dylan Lewis
Guests: Tim Beyers, Tim Beyers, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Dan Boyd
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Michael J. Fox might not know it, but his character on “Family Ties” set the course for one Fool’s investing career.

Ron Gross is the Director of US Investing at The Motley Fool and a frequent guest on the show. In today’s episode, Ron talks with Mary Long about his early days on Wall Street, what he’s learned from crises, and the attributes he looks for when hiring new analysts. 

Share stories of your own investing journey with us at podcasts@fool.com. 

Host: Mary Long
Guest: Ron Gross
Engineer: Dez Jones, Annie Pope
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In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about?

RIcky Mulvey talks with Fool analyst Asit Sharma about how investors might think about companies’ AI spend. They also discuss:
- The rate of improvement for AI models
- How non-Mag 7 companies are using AI
- And one company that’s spending smartly on the new technology. 

Take a look at the Gartner Hype Cycle. 

Host: Ricky Mulvey
Guest: Asit Sharma
Producer: Mary Long
Engineer: Tim Sparks

Companies discussed: GOOG, MSFT, NVDA, ARM, AMD, ORCL
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Nvidia’s been on such a tear, it’s tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is.

(:21) Ron Gross and Bill Mann discuss:
- How Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the market’s returns are being driven by a few companies.
- An luxury-fashion IPO that wasn’t in Italy.
- AI pushing Accenture through a slowdown in its core business and how Darden’s Restaurant chains are holding up as pricing comes into focus for food .

(19:11) Fawn Weaver, CEO of Uncle Nearest, the fastest growing and most awarded whiskey and bourbon brand of the past few years, tells one of the greatest stories in the alcohol business and offers up a cocktail to beat the heat this summer.

(35:20) Ron and Bill break down two stocks on their radar: Old Dominion Freight Line and McCormick.

Stocks discussed: NVDA, MSFT, F, ACN, DRI, MCK, ODFL

Host: Dylan Lewis
Guests: Bill Mann, Ron Gross, Fawn Weaver
Engineers: Dan Boyd, Austin Morgan
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Cracker Barrel is trading lower than it did when its restaurants were shut down during the pandemic.

(00:21) Bill Mann and Ricky Mulvey discuss Nvidia becoming the most valuable company, and review turnaround plans for Cracker Barrel sent in by Motley Fool Money listeners.

Plus, (13:55) Alicia Alfiere and Mary Long take a look at Coupang, a dominant e-commerce company in South Korea.

Companies discussed: NVDA, MSFT, CBRL, WDFC, CPNG

Host: Ricky Mulvey
Guests: Bill Mann, Mary Long, Alicia Alfiere
Engineer: Dan Boyd

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account (edited)
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