Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling.

(00:21) Ron Gross and Jason Moser discuss:
- Apple’s sluggish hardware sales and massive $110B buyback program, and Amazon’s killer cloud and ad segment growth.
- CVS’s Medicare struggles, Wayfair working out of declines, and Coke keeping things business-as-usual.
- The different fates in fast food for Starbucks, Domino’s, and McDonald’s.

(19:11) Ron and Jason break down two stocks on their radar: Wingstop and Crowdstrike.

Stocks discussed: AAPL, AMZN, CVS, W, KO, SBUX, DPZ, MCD, CRWD, WING

Host: Dylan Lewis
Guests: Jason Moser, Ron Gross
Engineers: Dan Boyd
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Customer is Key This Earnings Season

Motley Fool Money is a daily podcast for stock investors. 
Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.

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Investing

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Management & Marketing

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The tech giant continues to crush analysts’ lofty expectations.
(00:20) Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidia’s data center business, future growth stories for the company, and some questions about its valuation.
Then, (13:08) Matt Frankel and Mary Long continue their conversation about David and Goliath business match-ups.
Companies discussed: NVDA, META, CAVA, SG, CMG, MKL, KNSL
Host:Ricky Mulvey
Guests: Asit Sharma, Mary Long, Matt Frankel
Engineers: Tim Sparks, Desiree Jones
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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Nvidia Rolls On

Just how resilient is resilient?

(00:21) Jason Moser and Mary Long take a look at Target earnings, the “resilient consumer,” and new rules for the Buy Now, Pay Later industry.

Then, at (14:47), Matt Frankel joins for some David-versus-Goliath stock matchups.

Companies discussed: TGT, WMT, COST, AFRM, PYPL, FICO, UPST, DKNG, CHDN

Host: Mary Long
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Dez Jones
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Tight Budgets Come for Target

A lot, actually.

(00:21) Bill Mann and Ricky Mulvey discuss JPMorgan’s investor day and CEO Jamie Dimon’s thoughts on stock buybacks and inflation. They also talk about the shift toward fast-casual dining and Red Lobster’s bankruptcy.

Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about 403(b) accounts and saving for college.

Check out the Range Rover Sport at www.landroverusa.com

Got a question for the show? Email us at podcasts@fool.com

Companies discussed: JPM, CAVA, SG, TXRH

Host: Ricky Mulvey
Guests: Bill Mann, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Dan Boyd
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What's on Jamie Dimon's Mind?

Novo Nordisk and Eli Lilly have soared on GLP-1 weight-loss drugs – now Hims & Hers is trying to get in on the action with a more available and affordable option. 

(00:21) Asit Sharma and Dylan Lewis discuss:

- Hims & Hers getting into the business of GLP-1 weight loss injections and what the compound market means for Novo Nordisk and Eli Lilly. 
- A sneaky company that’s another winner in the weight-loss market.
- Wix’s successful pivot to a free-cash-flow orientation, and how the AI wave is pushing the company forward. 

(14:52) Gym stocks haven’t worked out for most investors, Ricky Mulvey caught up with Motley Fool analyst Sanmeet Deo to find out why he has cooled on one fast-growing gym franchisor and a space in fitness that is investable.

Companies discussed: HIMS, NVO, MCK, LLY, Wix

Host: Dylan Lewis
Guests: Asit Sharma, Ricky Mulvey, Mary Long
Producer: Ricky Mulvey
Engineers: Dan Boyd 

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A New Name in Weight-Loss Drugs

So, you want to grow your wealth. What’s the best way to do it?

In this special episode of Motley Fool Money, we team up with our friends at the real-estate investing site Bigger Pockets to debate whether stocks or real-estate investing will get you more bang for your buck.

Fool analysts Jason Moser and Matt Argersinger are our fighters for stocks. They go up against Bigger Pockets’ CEO Scott Trench and Dave Meyer, the company’s VP of Market Intelligence.

Host: Chris Hutchins
Guests: Matt Argersinger, Dave Meyer, Jason Moser, Scott Trench
Producers: Kailyn Bennett, Jennifer McCord, Ricky Mulvey, Mary Long
Engineers: Exodus Media, Steve Broido
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Customer is Key This Earnings Season

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