DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend.

(00:43) Ron Gross and Jason Moser discuss:

- What the Jobs report and the tariff headfake mean for the big macro.

- Earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025.

- PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world.

(19:03) This year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular season’s been any indication – plenty of ads for sports betting Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling.

(33:46) Ron and Jason break down two stocks on their radar: Academy Sports And Outdoors and Uber.

Stocks discussed: AMZN, GOOG, GOOGL, PYPL, SPOT, CMG, DK, MGM, AOS, UBER

Host: Dylan Lewis

Guests: Ron Gross, Jason Moser, Ricky Mulvey, Nick Sciple

Engineers: Rick Engdahl

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Two things can be true.

(00:14) Bill Barker and Ricky Mulvey discuss:

- Legislation to ban DeepSeek on US government devices.

- Hershey’s quarter, and what it reveals about American eating habits.

- Eli Lilly’s blockbuster weight-loss drugs, and questions about its valuation.

Then, (18:26) Ricky continues his conversation with writer Jordan Harper about the challenges of making TV and movies in the streaming era.

Companies discussed: NVDA, HSY, LLY

Host: Ricky Mulvey

Guests: Bill Barker, Jordan Harper

Producer: Mary Long

Engineer: Rick Engdahl

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Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works?

(00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss:

- Why cloud computing isn’t going anywhere.

- YouTube’s secret sauce.

- What Palantir really does.

Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news.

Companies mentioned: GOOG, NFLX, PLTR

Host: Mary Long

Guests: David Meier, Ricky Mulvey, Jordan Harper

Engineer: Rick Engdahl

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Think you know how the trade wars will shake out? Don’t bet on it.

(00:14) Jim Gillies and Ricky Mulvey discuss:

- The reaction to potential tariffs in Canada.

- Separating your political ideas from your investments.

- PayPal’s $15 billion buyback authorization.

Then, (16:38) Alison Southwick and Robert Brokamp offer some ways to get your 401(k) in better shape.

Companies mentioned: PYPL

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineer: Rick Engdahl

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The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech.

(00:14) Asit Sharma and Dylan Lewis discuss:

- The Trump Administrations plans for tariffs on imports from Canada, Mexico, and China, and the “de minimus” exemption on imports below $800.

- How businesses like cross-border railroad Canada Pacific Kansas City are responding to tariffs potentials affecting the flow and volume of goods.

- OpenAI and Softbank’s latest set of announcements – a $3B enterprise contract and joint venture to bring artificial intelligence offerings to Japanese businesses.

(17:43) In the week before Trump’s inauguration, the FDA announced that Zyn, the viral nicotine pouch, would be allowed to stay on the market. Mary Long talks with Fool analyst Nick Sciple about what these regulatory changes mean for Big Tobacco’s “smoke-free” future.

Companies discussed: CP, SFTBY, PDD PM, MO

Host: Dylan Lewis

Guests: Asit Sharma, Mary Long, Nick Sciple

Producer: Mary Long

Engineers: Rick Engdahl

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The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But what does that vision look like?

Lionel Barber is the former Editor-in-Chief of The Financial Times and author of the book “Gambling Man: The Secret Story of the World’s Greatest Disruptor, Masayoshi Son.” Ricky Mulvey caught up with Barber to discuss:

- Masa Son’s instincts as a salesperson and investor.

- Why the founder is still driven by his roots.

- Questions for anyone who’s tempted to put their life savings into SoftBank.

Tickers mentioned: SFTBY, NVDA

Host: Ricky Mulvey

Guest: Lionel Barber

Producer: Mary Long

Engineer: Rick Engdahl

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The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.

(00:44) Jason Moser and Asit Sharma discuss:

- The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans.

- Apple’s continued struggles to find growth with the iPhone and its China business.

(19:03) The earnings rundown continues!

- Tesla finishes a flat year, but has big futurey plans for 2025 and 2026.

- Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks.”

- Visa and Mastercard show the consumer is still doing quite alright.

(34:47) Jason and Asit break down two stocks on their radar: UPS and ServiceNow.

Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW

Host: Dylan Lewis

Guests: Jason Moser, Asit Sharma

Engineers: Rick Engdahl

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Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?

(00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss:

- Whether the DeepSeek story changes how investors should view off-the-walls AI spending.

- The future of Reality Labs.

- Microsoft’s $13B-and-growing AI business.

- Why “fungible fleet” is a potentially ominous phrase for Sam Altman

Companies discussed: META, MSFT, NVDA

Host: Mary Long

Guest: Asit Sharma

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic.

(00:14) Anthony Schiavone and Dylan Lewis discuss:

- The market’s very upbeat reaction to Starbucks’ fairly lackluster results.

- Brian Niccol’s “Back to Starbucks” plan and the progress so far.

- Brad Jacob’s plans to run his proven acquisition playbook at QXO, and why Beacon isn’t eager to be bought up.

(13:16) Is there a way to make clothing rentals work? If there is, Rent the Runway hasn’t quite figured it out. But a quiet competitor might have. Fool analyst Nick Sciple joins Mary Long to talk about a mall retailer with a subscription side hustle.

Companies discussed: SBUX, QXO, BECN, RENT, URBN, ANF

Host: Dylan Lewis

Guests: Anthony Schiavone, Nick Sciple, Mary Long

Engineers: Rick Engdahl

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The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around?

(00:14) Jason Moser and Mary Long discuss:

- Why not all airlines are facing the same headwinds

- GM’s quarterly net loss

- The just-announced partnership between X and Visa.

Then, (14:54), Robert “Bro” Brokamp and Amy Bach talk about how homeowners can better understand their insurance policies and how to prepare for a potential loss.

Tickers mentioned: JBLU, UAL, DAL, GM, V

Host: Mary Long

Guests: Jason Moser, Robert “Bro” Brokamp, Amy Bach

Engineers: Rick Engdahl, Austin Morgan

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