Motley Fool Money

Dan Caplinger, Fool analyst: retail veteran who pitches Dollar General for its ubiquitous stores and value play. Sanmeet Deo, Fool analyst: reads membership trends and sees Planet Fitness as a budget-friendly winner. They discuss Dollar General’s footprint, pricing and expansion. They explore Planet Fitness’s membership dynamics, churn and value positioning in a tougher economy.

Alicia Alfieri, consumer brands analyst who focuses on brand resilience, and Rick Munarriz, longtime stock analyst known for covering Zillow and Unity. They debate what makes a brand resilient and why visible consumer appeal matters. They dig into recent results from Unity and Zillow, weigh marketplace and competitive pressures, and consider which company seems better positioned going forward.

Dr. David Rosmarin, psychologist, Harvard associate professor and founder of the Center for Anxiety, offers a fresh take on anxiety. He reframes anxiety as a signal to harness, discusses why modern parenting can harm resilience, and explains how emotions can be used productively in investing, communication, and everyday challenges.

Elizabeth Brokamp, a licensed counselor and clinical counseling professor, revisits the couple’s financial manifesto she wrote with her husband. They recount how the manifesto came together and what stuck. Short takes cover tracking spending, pruning dining-out habits, weekly planning rituals, and ways to resolve money disagreements calmly.

Lou Whiteman, Motley Fool analyst covering value, logistics, and industrials, and Jason Moser, investment analyst focused on enterprise software and cloud. They unpack this week’s big earnings, a tiny AI claim that rattled trucking and logistics stocks, debates on valuation versus risk for names like Shopify and Adobe, and which stocks are worth watching next.

Jon Quast, market commentator who weighs sector risks, and Matt Frankel, investing analyst focused on fundamentals. They unpack Shopify’s wild post-earnings swing and how management comments drove the move. They discuss agentic commerce and its implications for e-commerce. They also cover Moderna’s regulatory setback and spotlight a few stocks on their radar.

Rachel Warren, investment analyst who tracks earnings and retail trends. Lou Whiteman, market analyst focused on subscriptions and consumer spending. They discuss rising subscription prices and what that means for profitability. They explore whether AI threatens subscription models. They examine uneven retail spending and why Unity plunged after its earnings.

Toby Bordelon, Fool analyst known for corporate strategy and product insight, and Jason Hall, Fool analyst focused on earnings and growth metrics. They dissect Spotify’s shift from free to paid and new monetization paths. They probe Datadog’s usage model and AI-driven demand. They examine Ferrari’s pricing power and how EV plans fit its luxury brand.

Travis Hoium, tech analyst focused on valuation and industry structure, and Jason Hall, market analyst who tracks corporate strategy and financial risk. They dig into massive AI capex — roughly $400B — and which companies could be vulnerable. Short takes on sharp drops at Kyndryl and monday.com, debt-fueled builds at CoreWeave, and Oracle’s big infrastructure push.

Tom Gardner, co-founder and CEO of The Motley Fool and veteran investment commentator, joins to discuss AI winners versus pretenders and how to spot true cultural change. He outlines two market indicators he uses to tilt portfolios and compares today’s risks to lessons from the dot-com bubble. He also shares six stock ideas for the next five years.