Stock Advisor Roundtable

Are the market's biggest gains hiding outside Big Tech? Motley Fool analysts Emily Flippen, Andy Cross, and Matt Frankel weigh that question as they examine AI financing risks, Meta's hardware pivot, and market gains outside the Mag 7. Plus, the team shares two new re-recommendations and explains why Block is in the penalty box.

(00:28) Quick Takes

(10:27) Newest Recommendations

(17:20) What We Think Now

(25:46) What We're Watching

Analysts: Emily Flippen, Andy Cross, Matt Frankel

Producers: Bart Shannon, Mac Greer

Is Nvidia turning into a bank to fund AI demand? Motley Fool analysts Andy Cross, Emily Flippen, and Matt Frankel weigh that question as they untangle Nvidia's circular financing and Hugging Face acquisition. Plus, the team shares two new recommendations, reevaluates Cisco post-earnings, and explains why Lululemon is in the penalty box.

(00:26) Bank of Nvidia (12:07) Newest Recommendations (18:53) What We Think Now (30:32) What We're Watching

Analysts: Emily Flippen, Andy Cross, Matt Frankel Producers: Bart Shannon, Mac Greer

Some big-name companies tumble despite strong earnings. Is this a warning sign for investors or business as usual? And is the one-time backbone of the Internet, Cisco, positioning itself to be the backbone of the AI infrastructure buildout? Motley Fool analyst Emily Flippen explores those questions with Motley Fool Chief Investment Officer Andy Cross and analyst Matt Frankel. Plus, the team shares two new stock recommendations.

(00:24) Earnings Drama

(10:43) Newest Recommendations

(19:33) What We Think Now

(30:15) What We're Watching

Analysts: Emily Flippen, Andy Cross, Matt Frankel Producers: Bart Shannon, Mac Greer

Meta is reportedly looking to sell its excess compute as internal AI demand fails to meet expectations. Is this the first sign of a crack in the AI infrastructure spending boom, or a Meta-specific overbuild? Motley Fool analyst Emily Flippen tackles that question with Motley Fool Chief Investment Officer Andy Cross and analyst Matt Frankel. Plus, the team breaks down two new stock recommendations, unpacks a major restructuring at Microsoft, and talks about a small-cap comeback.

(00:31) Meta Questions about AI Spending

(11:44) Newest Recommendations

(19:31) What We Think Now

(28:06) What We're Watching

Analysts: Emily Flippen, Andy Cross, Matt Frankel Producers: Mac Greer, Bart Shannon

SpaceX just made a multi-trillion-dollar debut on the public markets. Will the stock continue its astronomical climb, or lose altitude once its insider lock-up period ends? Motley Fool analyst Emily Flippen explores the massive IPO's ripple effects with analysts Matt Frankel and Asit Sharma. Plus, the team breaks down two new stock recommendations and unpacks some big buyout news for Roku.

(00:31) SpaceX IPO

(17:22) Newest Recommendations

(23:25) What We Think Now

(33:37) What We're Watching

Analysts: Emily Flippen, Asit Sharma, Matt Frankel Producers: Mac Greer, Bart Shannon

What do the S&P 500 hitting new highs, DoorDash's shift into non-restaurant delivery, and Corning's new AI deal mean for investors? Stock Advisor analysts Emily Flippen, Asit Sharma, and Matt Frankel tackle those questions and share two new stock recommendations.

(00:31) The Big Question

(10:06) 2 New Recommendations

(13:43) What We Think Now

(28:43) What We're Watching

Analysts: Emily Flippen, Asit Sharma, Matt Frankel Host: Mac Greer Producer: Bart Shannon

Nvidia has been an incredible Stock Advisor winner since 2005, but its climb to the top was never a straight line. Where does the story go from here? Are we in an AI bubble, or is Nvidia's next massive market just around the corner? Motley Fool Chief Investment Officer Andy Cross talks with Stephen Witt, author of The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted Microchip.

(00:50) Headlines

• Ceasefire
• Energy stocks
• Investing benchmarks

(07:37) Newest Recommendations

• E-commerce and cloud computing giant
• Aerospace powerhouse

(13:58) What We Think Now

• McCormick
• Chewy
• RH

(23:35) What We're Watching

• Medicine and Medicare
• Space race
• Starbucks

Host: Mac Greer

Guests: Andy Cross, Emily Flippen, Loren Horst

Producers: Bart Shannon

In this Stock Advisor Roundtable bonus episode, Motley Fool co-founder and CEO Tom Gardner revisits his stocks to beat the market and offers up 12 new stock ideas.

(07:20) 2023 Stocks

(11:15) 2024 Stocks

(13:30) 2025 Stocks

(20:12) 2026 Stocks

(40:45) Using the List

Host: Mac Greer

Guest: Tom Gardner

Producer: Bart Shannon

(00:47) Headlines

• Geopolitical Risk and Oil Shocks
• AI Job Apocalypse

(12:23) Newest Recommendations

• Global Cable Powerhouse
• AI-Powered Monitoring

(20:01) What We Think Now

• CrowdStrike
• Casey's General Stores

(31:34) What We're Watching

• Global Tariffs
• The Box Office

Host: Mac Greer

Guests: Emily Flippen, Asit Sharma

Producers: Bart Shannon