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Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond. Tim Beyers and Deidre Woollard discuss Nvidia’s strong quarter and the cyclicality of chip demand, why Nvidia isn’t the only game in town for AI chips, and how Snowflake’s data warehouse solutions might grow over time. Companies discussed: NVDA, AMD, INTC, SNOW. Host - Deidre Woollard; Guest - Tim Beyers

A real estate bankruptcy shakes confidence in China and consumers across the globe focus on lower-priced items. Ron Gross and Emily Flippen discuss why the consumer focus on groceries and lower cost items are helping Walmart and hurting Target, the story behind Adyen’s 40% post-earnings drop, and the latest results from JD.com and Tencent, and how to look at some of the scary headlines coming out of China. 19 minutes in, VICI CEO Ed Pitoniak speaks with Motley Fool Money’s Deidre Woollard to talk about what to expect next on the Las Vegas strip, why wellness is an increasingly interesting category for experience spending, and what good real estate deals look like in this environment. Then, 33 minutes in, Ron and Emily break down two stocks on their radar: Astec and NICE. Stocks discussed: WMT, TGT, ADYEY, JD, TCEHY, ASTE, NICE. Host - Dylan Lewis; Guests - Emily Flippen, Ron Gross, Deidre Woollard, Ed Pitoniak

Michael Burry, the investor featured in “The Big Short,” made a major bet against market indexes. Are investors due for a sequel of the Great Financial Crisis? Ricky Mulvey and Asit Sharma discuss a sales slowdown The Home Depot, why the home retailer has “an incredibly high” return on invested capital, credit downgrades for regional banks, and Michael Burry’s bearish option bet against the S&P 500 and NASDAQ, worth $1.6 billion in notional value. Companies discussed: HD, MTB Host - Ricky Mulvey; Guest - Asit Sharma

Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing. Tim Beyers and Deidre Woollard discuss if Disney’s price increases will push subscribers to the ad tier, just how popular sports betting might be, and The Trade Desk’s role in the world outside of advertising’s walled gardens. Companies discussed: TTD, DIS, NFLX, PENN. Host - Deidre Woollard; Guest - Tim Beyers

Berkshire Hathaway bounced back from a recent loss with strong net income and billions in cash waiting for action. Jason Moser and Deidre Woollard discuss the value of solid insurance underwriting, why Berkshire sees a future in catering to truck drivers, and finding the secret sauce in consumer businesses. Companies discussed: BRK.A, BRK.B, KHC, CPB, SOVO, SRG, KO, KNSL. Host - Deidre Woollard; Guest - Jason Moser

Apple’s having the bad kind of “iPhone moment” and one restaurant chain is showing great growth without raising prices. Jason Moser and Bill Mann discuss Fitch downgrading U.S. credit and why it shouldn’t worry investors, how slowing iPhone sales are weighing on Apple, and how AWS keeps cruising for Amazon, and surprise profits from Uber, impressive traffic from Wingstop, E.l.f’s epic quarter, and how PayPal might not go anywhere until they announce a new CEO. Then, 12 minutes in, Motley Fool analyst Rick Munarriz weighs in on the state of Disney’s Marvel and whether they can re-capture the box office magic any time soon. Finally, 32 minutes in, Jason and Bill break down two stocks on their radar: Calloway TopGolf and Outset Medical. Stocks discussed: AMZN, AAPL, UBER, ELF, PYPL, WING, MODG, OM. Host - Dylan Lewis; Guests - Bill Mann, Jason Moser, Rick Munarriz

For the first time ever, Uber reported an operating profit. Staying in the green is a different story. Ricky Mulvey and Bill Mann discuss Uber’s long-term vision, if the ride hailing app deserves a victory lap, a mortgage REIT paying investors a 14% dividend, and Overstock’s “brilliant” rebrand to Bed, Bath, and Beyond. Plus, 15 minutes in, Robert Brokamp and Megan Brinsfield discuss common tax myths for digital nomads. Stocks discussed: UBER, LYFT, ARI, OSTK. Host - Ricky Mulvey; Guests - Bill Mann, Robert Brokamp, Megan Brinsfield

The earnings parade is on, and this quarter it pays to be in the black. Matt Argersinger and Emliy Flippen discuss the Fed’s latest rate hike and why another seems in the cards, why earnings updates ended epic runs for Chipotle and Spotify, and how big tech’s cost cutting is going. Then, 19 minutes in, bonus earnings coverage from Matt and Emily on Roku, Mastercard, Coca-Cola, and Live Nation. Finally, 31 minutes in, Emily and Matt break down two stocks on their radar: BorgWarner and Invitation Homes. Stocks discussed: CMG, SPOT, META, GOOG, GOOGL, MSFT, ROKU, MA, KO, LYV. Host - Dylan Lewis; Guests - Matt Argersinger, Emily Flippen

Meta has our attention but will we follow Mark Zuckerberg into the metaverse? Asit Sharma and Deidre Woollard discuss Meta’s soaring ad impressions amid a tough advertising market, if Mark Zuckerberg will need to choose between AI and the metaverse, and how Chipotle is using robots to boost efficiency. Plus, 20 minutes in, Matt Frankel interviews Walker & Dunlop CEO Willy Walker on commercial real estate debt and the challenges facing multifamily housing development. Companies discussed: META, CMG, SBUX, WD. Host - Deidre Woollard; Guests - Asit Sharma, Matt Frankel, Willy Walker

The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here? Tim Beyers and Deidre Woollard discuss the challenges with standing up semiconductor factories in the U.S., the different types of chips Taiwan Semiconductor produces and what companies use them, and the restrictions that impact ASML. Plus, 18 minutes in, Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche. Companies discussed: ASML, TSM, NVDA, AAPL, ENPH, SEDG. Host - Deidre Woollard; Guests - Tim Beyers, Kirsten Guerra