Low rates are great for stocks, as long as we’re looking at a soft landing. (00:21) Ron Gross and Asit Sharma discuss:- The Fed’s 50 bps rate cut, the market’s reaction, and what history has to say about cuts this dramatic.- Nike’s CEO swap, what went wrong for John Donahoe and whether Elliot Hill has what it takes to turn the company around.- A new...

Markets, you got what you wanted. (00:21) Bill Mann and Ricky Mulvey discuss:- The rate cut from the Federal Reserve, and what the central bank is responding to.- New rules from the SEC that aim to make markets more efficient.- Tupperware Brands filing for bankruptcy. Then, (16:50) Mary Long and Motley Fool analyst Anthony Schiavone check in on housing...

Salesforce throws a party, while Chipotle streamlines guacamole prep. (00:21) Asit Sharma and Mary Long talk about two types of automation: one for agents, and another for avocados. They also discuss:- The enviable guest list at Dreamforce- Salesforce’s positioning in the AI arms race- The future of casual dining Then, (18:41) Fool Contributor Travis...

Intel investors have been looking for signs of life with its foundry business – a couple billion dollars in deals and its new independent subsidiary status might help.  (00:21) Tim Beyers and Dylan Lewis discuss: - Intel’s three focuses for turning it around: its Foundry business, AI strategy, and cost structure.- The real reason Amazon might be pushing...

One query on ChatGPT takes 10x the amount of electricity as a Google search. (00:21) Ricky Mulvey and Asit Sharma discuss:- How big tech is dealing with the electricity demands of AI systems.- Companies that could benefit from more energy usage.- If Under Armour can turn around. Then, (17:43) Brendan Hughes, the author of “Markets in Chaos” joins Ricky...

If you’re looking for a stock that’s been a multi-bagger over the past five years, then check the gas station next to a Walmart.  Mary Long caught up with Motley Fool Canada’s Jim Gillies for a look at three companies you can find on your next road trip. They discuss: - An industry where investors can ignore sales growth.- What shifting consumer tastes...