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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? 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 $13Bn-and-growing AI business, and why “fungible fleet” is a potentially ominous phrase for Sam Altman. Companies discussed: META, MSFT, NVDA. Host - Mary Long; Guest - Asit Sharma

The tech battle between China and the U.S. is heating up — one player just showed the world that AI can be done well with a lot less. Tim Beyers and Dylan Lewis discuss the Chinese app that is shaking up the AI landscape — DeepSeek — and how its leaner, less resource-intensive approach will affect artificial intelligence technology, why software prowess and efficiency will be the major themes for AI in 2025, and what to focus on when the affected big tech companies — Apple, Microsoft, Meta, ASML — report earnings this week. Then, 19 minutes in, Senior Fool Analyst David Meier interviews John Zahurancik Fluence Energy’s President of the Americas about the utilities side of the renewables market. Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC. Host - Dylan Lewis; Guests - Tim Beyers, David Meier, John Zahurancik

At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence. Jason Moser and Asit Sharma discuss the S&P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it, Stargate, the new $500Bn planned joint venture between OpenAI, Softbank, and some of the biggest names in tech, and fantastic earnings reports from Netflix, GE Aerospace, and Twilio. Then, 19 minutes in, Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders: AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep. Finally, 32 minutes in, Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin. Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN. Host - Dylan Lewis; Guests - Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip

... as if it didn’t have enough already! Asit Sharma and Mary Long discuss the new venture to build out American AI infrastructure, how 20 data centers get a $500 billion price tag, and GE Aerospace’s razor-and-blades business model. Then, 19 minutes in, Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny. Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG. Host - Mary Long; Guests - Asit Sharma, Seth Jayson

170 million TikTok users in the U.S. might be up for sale. What are they worth? Matt Argersinger and Bill Mann discuss the looming TikTok ban, why Apple and Google are the real gatekeepers, and what a standalone TikTok U.S. might look like, Apple’s other problem in China — smartphone sales and rising competition from Huawei and Vivo, and bank earnings showing 2024 was a stellar year for banks, and how the macro environment and policy outlook are settling them up for good times to continue in 2025. Then, 19 minutes in, where will the stock market be at the end of 2025? Motley Fool co-Founder David Gardner and Ricky Mulvey have a guess and some guidance on how to keep the short-term noise out of the way of your long-term returns. Catch Ricky and David’s full conversation here: https://www.fool.com/podcasts/motley-fool-money/2025-01-11-david-gardner-the-case-for-rational/. Finally, 33 minutes in, Matt and Bill break down two stocks on their radar: Invitation Homes and Duolingo. Stocks discussed: AAPL, GOOG, GOOGL, META, GS, MS, JPM, WFC, PM, INVH, DUOL. Host - Dylan Lewis; Guests - Bill Mann, Matt Argersinger, David Gardner, Ricky Mulvey

2024 was a good — very good — year to be a bank. Wall Street thinks 2025 may be even better. Matt Frankel and Mary Long break down big bank earnings. They also discuss why comparisons to 2023 give banks more credit than they may deserve, the split between JP Morgan’s investment banking and consumer businesses, and growing interest in private credit markets. Then, 18 minutes in, Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention. Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDA. Host - Mary Long; Guests - Matt Frankel, Kirsten Guerra

The past year has seen a litany of climate change disasters of which the wildfires in Los Angeles are the latest. Yet Americans still supported Trump's call to 'drill, baby, drill' in the presidential election. This is just the latest disaster that financial markets have to contend with. How much pressure can the insurance and investment markets take? The one thing that we know for sure is that, while the American people may have locked in their choice for the next four years, there's no such insurance for the bond market — it can strike at any time. Background music: 'Trap Unboxing' by Jimmy Fontanez_Doug Maxwell

Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online. Ron Gross and Jason Moser discuss what the December Fed minutes, latest jobs numbers, and final holiday shopping figures say about the big picture, the first look at Disney’s ad-supported streaming numbers, Amazon’s plans to come after Google’s ad turf, and Meta’s changes to its content moderation policies. Then, 19 minutes in, Dave Meyer — head of real estate investing at Bigger Pockets — talks Matt Argersinger through the state of real estate and the markets he’s watching in 2025. Finally, 34 minutes in, Ron and Jason break down two stocks on their radar: Paylocity and Gannett. Stocks discussed: DAL, DIS, META, GOOG, GOOGL, AMZN, ADBE, GCI, PCTY. Host - Dylan Lewis; Guests - Jason Moser, Ron Gross, Dave Meyer, Matt Argersinger.

It’s Nvidia’s world, and we’re just living in it. David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus all “the cool stuff that’s coming,” from personal supercomputers to self-driving trucks and AI-rendered worlds, the rollout of a digital workforce, and why Wall Street shrugged at Nvidia’s announcements. Then, 16 minutes in, Fool analyst Jason Moser joins for a closer look at PayPal, how the payments processor fell from recent highs, and why still-new CEO Alex Chriss is returning the company to what it does best. Companies mentioned: NVDA, PYPL. Host - Mary Long; Guests - David Meier, Jason Moser

Almost 70% of Americans have a financial resolution for the New Year. What’s yours? Tim Beyers and Ricky Mulvey discuss how newer investors can get started, past market performance, pockets of speculation, and what matters for long-term investors, and Squid Game breaking records for Netflix. Also, Alison Southwick and Robert Brokamp discuss the tools that can help you become a better budgeter. Companies discussed: MSTR, NFLX. Host - Ricky Mulvey; Guests - Tim Beyers, Alison Southwick, Robert Brokamp