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Amanda Kish, CFP®, CFA — a planner who specializes in asset allocation and risk capacity. She breaks down risk capacity vs risk tolerance. Short rules for time horizon, income stability, and retirement red-zone risks. Practical ballpark stock ranges by temperament. Tools and simple tests to find a portfolio you can actually stick with.

Lou Whiteman, investment commentator offering macro and sector perspectives, and Emily Flippen, analyst focused on fundamentals and company deep dives. They discuss market reactions to the Iran conflict and why patience matters. They analyze Broadcom and AI-driven demand. They debate Disney’s studio fatigue, parks strength, and streaming profitability. They flag stocks on their radar.

Broadcom hasn’t been the first company on investor’s minds when it comes to AI Infrastructure, but CEO Hock Tan was certainly making the case that it should after the company’s first quarter earnings report. Between its anticipated surge in AI related revenue and its plans to say ahead of supply chain shortages, Broadcom wants to be mentioned in the same sentence with NVIDIA.Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Broadcom’s earnings- Better Buy: Broadcom vs. NVIDIA- The signal vs. the noise in stock buybacks- Vail Resort’s attempts to lure in Gen ZCompanies discussed: AVGO, NVDA, BRK-B, TTD, MTNHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart ShannonAdvertisements 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

Lou Whiteman, investment analyst known for airline and macro insights, and Rachel Warren, consumer tech analyst focused on product strategy and AI, discuss Apple’s new hardware lineup. They cover the MacBook Neo’s budget positioning and its appeal to families. They debate AI’s need for new hardware and whether on-device vs cloud compute could change Apple’s ecosystem.

Matt Frankel, investment analyst known for practical company analysis, and Lou Whiteman, market and consumer-focused analyst, break down soaring oil and volatile markets. They discuss whether higher energy prices threaten growth. They debate if investors should act now and whether Target can turn around. Insider stock buys and what they really signal are also covered.

Rachel Warren, Fool analyst who breaks down aerospace and AI spending, and Matt Frankel, investing analyst focused on equities and tech infrastructure, dive into NASA’s faster Artemis cadence. They discuss NASA rescheduling missions, what counts as a moon landing now, and which defense and space contractors stand to benefit. Short, topical, and forward-looking conversation.

Jim Kavanaugh, IBM CFO who has steered finance through the company’s shift to hybrid cloud, AI, and quantum. He walks through IBM’s strategic reinvention and investor targets. He explains how AI adoption differs from past tech, unpacks the $12.5B enterprise AI book, and discusses why Confluent is key to IBM’s data and AI stack.

Ryan Detrick, Chief Market Strategist at Carson Group and co-host of Facts vs. Feelings, shares his historical-market perspective. He discusses which past patterns still matter and how to separate real signals from coincidences. He highlights key indicators like earnings, market breadth, and credit, and talks about global bull markets, inflation trends, and selective opportunities in beaten-down tech.

Jon Quast, Motley Fool analyst known for deep company and earnings analysis, and Lou Whiteman, investment analyst focused on media M&A and tech earnings, break down Paramount’s win for Warner Bros. Discovery and why Netflix stock surged. They debate deal structure, regulatory risk, and who benefits. Conversation ranges to NVIDIA’s quarter, imaginative M&A ideas, Joby and Uber, and stocks on their radar.

Jon Quast, Motley Fool analyst who digs into earnings and sector trends, and Matt Frankel, longtime analyst focused on valuation and company analysis. They unpack Nvidia’s big quarter and the surprisingly muted market reaction. They debate competition from CPUs and pricing risks. They also discuss MercadoLibre’s growth and The Trade Desk’s slowing momentum.