Podcast · 453 episodes
Motley Fool Hidden Gems Investing, page 5
by The Motley Fool · English
Motley Fool Hidden Gems Investing 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 personal finance and longer-form interviews.
All episodes, page 5
The New Villian in TechApple and other consumer tech companies raised prices due to soaring memory costs driven by AI data-center demand; the episode frames AI as the “new villain” behind sticker shock.26 Jun 2026 · 41 min · 12 chapters
Nuclear Energy Gets a Big Government Boost (Again)The episode connects AI-driven data-center demand to semiconductor bottlenecks and then pivots to a major U.S.25 Jun 2026 · 24 min · 7 chapters
Micron Day Is Here!The episode opens on “Micron Day” as Micron Technologies reports earnings after the market close, with the AI rally heavily tied to memory chips.24 Jun 2026 · 19 min · 7 chapters
Big Pharma Has a Case of Merger ManiaBig Pharma M&A “merger mania” in 2026, driven by looming patent cliffs, regulatory shifts for rare/orphan diseases, and pressure to replace blockbuster revenue; plus a mailbag on which pharma stocks…23 Jun 2026 · 21 min · 9 chapters
Toy Story 5 Reaches For the SkyBox office resurgence (Toy Story 5) and what it signals for entertainment economics, then AI data center power supply (Chevron–Microsoft natural gas deal), plus a mailbag on Buffett-style investing…22 Jun 2026 · 23 min · 8 chapters
The Companies That Sound Most Confident May Be the Ones to Worry AboutWhy many corporate transformations fail (70–90%), how to spot “tin man” machine-like organizations, and how to judge whether AI strategy is real value creation or hype.21 Jun 2026 · 28 min · 9 chapters
Mailbag! Maximizing Dividends, Spending in Retirement, Managing a 529A Motley Fool “Hidden Gems” mailbag episode answering six audience questions on stock/ETF diversification, switching from saving to retirement spending, dividend vs price mechanics, drawing down a…20 Jun 2026 · 24 min · 5 chapters
More Layoffs, Acquisitions, and SpaceX Becomes AI CompanyThe episode discusses whether recent tech layoffs signal a “new problem,” and how investors should interpret them.19 Jun 2026 · 41 min · 12 chapters
IT Consulting is Not Having a Good TimeThe episode covers two themes: (1) climate risk for data centers and (2) why IT consulting/services stocks (e.g., Accenture) are underperforming.18 Jun 2026 · 21 min · 9 chapters
Snap’s Specs GambleSnap launches “augmented reality glasses” (51-degree field of view, nanostructure waveguides, see-through 3D, AI assistant via OpenAI/Google) amid skepticism about price, usability, and Snap’s…17 Jun 2026 · 19 min · 7 chapters
Buying Your Own Sports Team (with Stocks)How to invest in sports via publicly traded companies (and why direct team ownership is rare), plus a mailbag on Alexandria Real Estate (ARE) and REIT cycles.16 Jun 2026 · 22 min · 7 chapters
The AI the Government Just Shut DownThe episode covers three investing/news themes. First, a tentative U.S.-Iran deal could reopen the Strait of Hormuz, but recovery is slow: about 2,000 ships and 170M barrels are idled; clearing…15 Jun 2026 · 23 min · 8 chapters
The Hidden Forces Behind Every Investment DecisionBehavioral science in investing—how “stories” and human behavior can override data, and how to assess company change efforts, leadership alignment, and innovation claims.14 Jun 2026 · 26 min · 6 chapters
Your Roth Won’t Be Tax-Free If You Break These RulesHow to keep Roth account gains tax-free by following Roth distribution rules, avoiding taxes and the 10% early-withdrawal penalty; also includes a Social Security/Medicare outlook and other…13 Jun 2026 · 18 min · 7 chapters
It’s SpaceX IPO Day!SpaceX IPO Day explained as a massive liquidity event for retail investors and private shareholders, plus market-wide implications and how big holders may handle their stakes; then Adobe’s selloff…12 Jun 2026 · 41 min · 12 chapters
Digging into the bottlenecks of AIThe episode digs into AI “bottlenecks” across the supply chain, starting with AI infrastructure spending and then moving to less obvious constraint points.11 Jun 2026 · 28 min · 9 chapters
Will EV Stocks Make a Comeback in 2026?Whether EV stocks can rebound in 2026, focusing on EV market growth after federal incentive changes, Rivian’s R2 launch, and autonomy/software as a potential revenue driver; ends with “hidden gem”…10 Jun 2026 · 22 min · 7 chapters
Opportunities in Europe’s “Digital Sovereignty”?Europe’s push for “digital sovereignty” (stricter EU rules for big tech/AI/privacy and more regional control over chips, data centers, payment rails, and social platforms), plus two listener Q&As on…9 Jun 2026 · 24 min · 7 chapters
Another Semiconductor Stock Is Headed to the S&P 500The S&P 500 adds semiconductor and AI-infrastructure names Marvell and Flex; then the hosts answer a mailbag question on Bristol Myers Squibb vs Pfizer, and discuss how a 16-year-old should build an…8 Jun 2026 · 28 min · 9 chapters
The Invisible Layer Protecting the World's Biggest CompaniesZscaler’s zero-trust cybersecurity approach and how it protects large enterprises against cyber threats, with a focus on future growth from agentic AI, data security, and integrated SecOps.7 Jun 2026 · 24 min · 8 chapters
How Much to Save for Your Financial GoalsHow to quantify and prioritize financial goals—starting from your current cashflow/net worth, estimating after-tax needs, choosing assumptions (returns/inflation), using calculators, and deciding…6 Jun 2026 · 26 min · 14 chapters
IPO Season: Why Patience Is The Name of the GameThe episode debates whether the AI-driven market pullback is healthy or a reversal, then pivots to “IPO season” and why investors should practice patience.5 Jun 2026 · 41 min · 14 chapters
Broadcom’s Stock WhiplashBroadcom’s “stock whiplash” after earnings, plus a broader discussion of AI expectations, narrative/valuation risk, and how huge IPOs (SpaceX, Anthropic, OpenAI) could affect markets/ETFs.4 Jun 2026 · 30 min · 9 chapters
Alphabet’s $80 Billion FlexAlphabet’s plan to raise $80B (with $10B from Berkshire Hathaway) to fund AI capex beyond operating cash, plus debate over AI ROI and compute-supply economics; later, a shift to Bitcoin and…3 Jun 2026 · 25 min · 7 chapters