Motley Fool Money

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Mar 25, 2026 • 23min

Sora Is No Mora

Rachel Warren, tech and AI analyst who breaks down OpenAI moves, and Lou Whiteman, investment analyst with a long-term tech and crypto lens. They cover OpenAI shutting down Sora and its video models. They discuss congressional action on stablecoins and market fallout for Coinbase and Circle. They dig into Amazon’s recent robotics buys and what automation could mean for logistics.
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18 snips
Mar 24, 2026 • 25min

The Autonomy Economy is Accelerating

Travis Hoium, Motley Fool contributor who focuses on AI and markets, and Lou Whiteman, longtime Motley Fool tech and market analyst, discuss the rapid scaling of autonomy in 2026. They cover OpenAI’s monetization struggles and which companies may win at AI. They map where autonomous driving and delivery are actually advancing and which business models and suppliers look most promising.
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23 snips
Mar 23, 2026 • 21min

The Newest Big Idea from Elon Musk: Terafab

Rachel Warren, investment analyst who covers physical AI and healthcare robotics, and Matt Frankel, long-term focused investment analyst, discuss Elon Musk's Terafab announcement and its audacious chip-fab vision. They debate feasibility and technical hurdles. They also highlight secular growth themes like quantum computing, energy swings, and surgical robotics to watch going forward.
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7 snips
Mar 22, 2026 • 20min

Irresistible Change: How to Spot Real Growth

Phil Gilbert, entrepreneur and former IBM general manager who led a major cultural overhaul, shares his playbook for real transformation. He breaks down red flags of hollow change and why mandates fail. He explains the 25% tipping point for cultural adoption. He highlights which metrics investors should track, including a novel focus on revenue per token.
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20 snips
Mar 21, 2026 • 23min

The Best Places to Retire, and Play It Safer Before Retirement

Matt Frankel, a certified financial planner and real estate expert, explains The Motley Fool’s Best Places to Retire report. He highlights why quality of life and activities top the list. They discuss county-level rankings, surprising inclusions, regional trends like Florida’s strength, and practical relocation considerations such as healthcare, testing a move, and balancing social ties and second-home strategies.
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31 snips
Mar 20, 2026 • 42min

The Reality of Investing in 2026

Jon Quast, investment analyst who breaks down market mechanics, and Lou Whiteman, long-term market thinker focused on consumer and tech stocks. They discuss how the Iran war is driving oil and input costs, supply versus supply-chain damage, which resilient business categories and big-cap names to watch, and their Final Four picks from major stocks.
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Mar 19, 2026 • 27min

Micron Revenue Smashes Expectations, but Wall Street Yawns

Jon Quast, investment analyst focused on transportation and autonomous vehicles. Matt Frankel, investment analyst who covers tech and semiconductors. They dig into Micron’s blockbuster quarter and why the market shrugged. They unpack Uber’s Rivian autonomous-vehicle tie-up. They examine Alibaba’s ambitious $100B AI revenue target and what it means for global AI investing.
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10 snips
Mar 18, 2026 • 18min

OpenAI’s Strategy Shift Ahead of IPO

Rachel Warren, tech and enterprise software analyst, and Lou Whiteman, market strategist focused on tech trends, discuss three stocks to watch in 2026. They explore space opportunities, shifts in healthcare investing, and how Hims & Hers is shaking up consumer health. Short, forward-looking conversation on where to pay attention next.
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Mar 17, 2026 • 27min

We Didn’t See That Coming from Airlines

Lou Whiteman, a Motley Fool market commentator focused on banking and consumer finance, and Matt Frankel, a stock analyst and company detective, unpack surprising airline moves and why Delta turned rosy amid rising fuel costs. They also tackle Mastercard’s stablecoin play, the blurring line between fintech and banks, and big-picture shifts in payments, filings, and AI-driven infrastructure risks.
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14 snips
Mar 16, 2026 • 22min

Another Day, Another Massive AI Infrastructure Deal

Rachel Warren, Hidden Gems analyst who tracks retail and consumer trends, and Matt Frankel, investing analyst focused on value and dividends, break down a mega AI infrastructure deal and explain neocloud economics. They also compare Dollar Tree’s pricing pivot and what it signals about consumer behavior. Finally, they highlight why leadership matters when evaluating long-term investments.

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