The cybersecurity company saw its stock shoot up 10% on Friday. Is that dumb luck or something more?

(00:21) Andy Cross and Asit Sharma discuss May’s market bounce, plus earnings from ZScaler and Ulta Beauty.

Companies discussed: ZS, NOW, ULTA, ELF

Host: Andy Cross

Guest: Asit Sharma

Producer: Anand Chokkavelu

Engineer: Dan Boyd

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Jan van Eck is the CEO of investment management firm, VanEck. Ricky Mulvey caught up with van Eck for a conversation about:

Companies discussed: TSLA, NSE: BHARTIARTL

Host: Ricky Mulvey

Guest: Jan van Eck

Producer: Mary Long

Engineer: Rick Engdahl

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Americans are feeling better about the economy. What’s that mean for stock investors?

(00:21) David Meier and Asit Sharma discuss:

- Why Americans are feeling better about the economy.

- The headwinds facing Okta, and fundamentals for long-term investors to watch.

- A retail round-up including Abercrombie & Fitch and Pinduoduo.

(19:11) Former CEO of Siemens and Alcoa, Klaus Kleinfeld, discusses his book, “Leading to Thrive: Mastering Strategies for Sustainable Success in Business and Life” and finding companies with sustainable competitive advantages.

(32:03) David and Asit discuss Southwest implementing baggage fees and two radar stocks: SentinelOne and SoundHound AI.

Companies discussed: CRM, INFA, OKTA, ANF, PDD, TJX, BBY, OTC: SIEGY, AA, LUV, SOUN, S

Host: Ricky Mulvey

Guests: David Meier, Asit Sharma, Klaus Kleinfeld

Engineer: Dan Boyd

Advertisements 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.

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$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price.

(00:21) Tim Beyers and Mary Long discuss:

- Market relief about the latest in Trump’s trade saga.

- A rose and a thorn from Nvidia’s latest report.

- Another trade-related announcement that affects the semiconductor supply chain.

Companies discussed: NVDA, CDNS, SNPS, SIEGY

Host: Mary Long

Guest: Tim Beyers

Engineer: Dan Boyd

Advertisements 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.

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Forget tariffs, earnings season rolls on!

Jason Moser and Matt Argersinger discuss:

Companies Discussed: OKTA, MSFT, DKS, MTN

Host: Jason Moser

Guest: Matt Argersinger

Producer: Mary Long

Engineer: Rick Engdahl

Advertisements 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.

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Life is good when you can make an $8 billion move in cash.

(00:21) Tim Beyers and Ricky Mulvey discuss:

- A record Memorial Day weekend for the box office.

- Salesforce’s announced acquisition of Informatica.

- Why investors may be underrating the growth of 5G.

Then, (16:14) Robert Brokamp joins Ricky for a look at annuities and how they actually work.

Companies discussed: CRM, INFA, DE, IOT

Build your Range Rover Sport at www.rangerover.com/us/sport

Host: Ricky Mulvey

Guests: Tim Beyers, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

Advertisements 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.

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If you want to own best-in-class companies, you need to own stocks with a high sticker price.

Motley Fool Co-founder and Chief Rule Breaker, David Gardner, joined Ricky Mulvey for a conversation about how he thinks about valuation. They discuss:

- Palantir’s current valuation, and what investors should prepare for.

- The value of paying up for “top dogs” and holding on to them for long periods of time.

- Tesla’s surprising performance over the past year.

Companies discussed: PLTR, MELI, TSLA, SHOP, NFLX, AMZN, NVDA, AXON, ISRG

Host: Ricky Mulvey

Guest: David Gardner

Engineer: Rick Engdah

Advertisements 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.l

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Memorial Day means mowing the lawn and grilling – while you’re outside we’ve got a company to keep in mind and a few CEOs worth watching.

(0:21): Jason Moser and Bill Mann discuss:

- What Jony Ive and Sam Altman are cooking up for hardware with OpenAI and io.

- MercadoLibre’s founder and CEO Marcos Galperin stepping down, and the unsung CEOs that should be getting more love.

- Target’s continued retail woes, and how Home Depot and Lowe’s are holding up until the macro tailwinds return.

(19:11) With summer officially kicking off, we thought it was a good time to catch up with Trex CEO Bryan Fairbanks. Motley Fool analysts Andy Cross and Sanmeet Deo caught up with Fairbanks about the war on wood decks, how the company is handling tariffs, and why he expects business to boom as the macro picture clears up.

(33:19) Jason and Bill break down two stocks on their radar: Warby Parker and Pinduoduo.

Stocks discussed: AAPL, MELI, TGT, HD, LOW, TREX, WRBY, PDD,

Host: Dylan Lewis

Guests: Jason Moser, Bill Mann, Bryan Fairbanks

Engineers: Dan Boyd

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Turnarounds take longer than investors like to imagine.

(00:21) Jim Gillies and Ricky Mulvey discuss:

- Nike’s return to Amazon.

- The fundamentals and risks of investing in turnaround stories.

- A fitness company with a potentially brighter future.

Then, Motley Fool CIO, Andy Cross, and Senior Analyst, Asit Sharma, interview PubMatic CEO Rajeev Goel about trends in digital advertising and his company’s future.

Members of any Motley Fool service can access the whole conversation here: https://www.fool.com/premium/4056/coverage/2025/05/15/pubmatic-ceo-rajeev-goel-interview?_gl=1*wfzp4p*_gcl_au*MTE4NzAwNDAyMS4xNzQ3OTM0ODk3*_ga*MzY5MTIzMDUyLjE3NDc5MjMyNTM.*_ga_B6G4KMLCV0*czE3NDc5MzQ4OTckbzMkZzEkdDE3NDc5MzkzODQkajU1JGwxJGgzMjk1NDE2NDEkZEpJOEZWXzVabC1XWnV6ZHBicHZxZ0pmcXBubWdVRElrcmc.

Companies discussed: NKE, CMG, UHC, BA, PTON, PUBM

Host: Ricky Mulvey

Guests: Jim Gillies, Andy Cross, Asit Sharma, Rajeev Goel

Producer: Mary Long

Engineer: Dan Boyd

Advertisements 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.

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In one direction, there’s digital. In the other, there’s a treasure hunt.

(00:21) David Meier and Mary Long discuss:

- Target’s off-the-mark results.

- Lessons from TJX Companies’ under-the-radar CEO.

- What caused David to do a double-take when listening to Palo Alto’s earnings call.

Then, (17:05), Morgan Housel joins Motley Fool Chief Investment Officer Andy Cross for a conversation about investment decisionmaking and the psychology of spending money.

Companies discussed: TGT, TJX, WMT, PANW

Host: Mary Long

Guests: David Meier, Andy Cross, Morgan Housel

Engineer: Dan Boyd

Advertisements 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.

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