Share Sounds. presented by Motley Fool Money

Amazon is the latest hyperscaler to team up with an energy company to power its AI ambitions. Asit Sharma and Mary Long discuss the collaborations laying the groundwork for the coming “Intelligence Age.” Then, 18 minutes in, Sanmeet Deo and Ricky Mulvey debrief Tesla’s “We, Robot” event and take a look at the humanoid landscape. Companies discussed: AMZN, D, MSFT, GOOG, GOOGL, CEG, EQT, SMR, TSLA. Host - Mary Long; Guests - Asit Sharma, Sanmeet Deo, Ricky Mulvey

When you are the custodian of almost $10 trillion, how much more can you possibly grow? Motley Fool Contributor Matt Frankel joins Ricky Mulvey for a look at bank earnings. They discuss why Charles Schwab is welcoming a rate-cutting cycle, Goldman Sachs’s biggest red flag, and Bank of America CEO Brian Moynihan’s outlook on the American economy. Then, 14 minutes in, Motley Fool Senior Analyst Buck Hartzell joins Alison Southwick and Robert Brokamp to kick-off a series on Berkshire Hathaway, and how the conglomerate’s collection of businesses work together. Companies discussed: SCHW, GS, BAC, BRK.A, BRK.B. Host - Ricky Mulvey; Guests: Matt Frankel, Alison Southwick, Robert Brokamp, Buck Hartzell

Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google. Jason Moser and Andy Cross discuss why Jamie Dimon is trying to get investors past the rate story in banking, Tesla’s splashy We, Robot product event, and how the company’s new Cybercab offering might fit into the company’s long-term strategy, and earnings updates from Delta, Pepsi, and Domino’s. Then, 19 minutes in, the DOJ’s taking a much closer look at Alphabet’s Google and its online search empire. Andy and Jason talk through what a Google break-up would mean, and why it’s a bit weird to be talking about Google the monopoly as its power seems to be waning. Finally, 32 minutes in, Jason and Andy field a question from a listener on following earnings and offer up two stocks on their radar: Netflix and Meta. Stocks discussed: JPM, WFC, TSLA, DAL, PEP, DPZ, NFLX, META. Host - Dylan Lewis; Guests - Jason Moser, Andy Cross

Analysts at Jeffries estimate that Hurricane Milton will have done $50-to-$175 billion in damage. Matt Frankel and Ricky Mulvey discuss how insurers prepare for catastrophic losses, what extreme weather events mean for homeowners, car owners, and the commercial real estate market, and why Alex Chriss gets an A for his first year leading PayPal. Then, 14 minutes in, Robert Brokamp joins Alison Southwick to answer listener questions about saving for college, finding a financial advisor, and estate planning. Companies discussed: BRK.A, BRK.B, SPG, UVE, PYPL. Host- Ricky Mulvey; Guests - Matt Frankel, Alison Southwick, Robert Brokamp

OpenAI is projected to lose $5 billion this year. And, yet: it just keeps raising money. Jim Gillies and Mary Long discuss OpenAI’s $157 billion valuation, the port strike’s potentially positive impact on two auto parts makers, and changing tastes in the beverage market. Then, 16 minutes in, Asit Shama and Ricky Mulvey test out a new rating system on Costco stock. Companies discussed: ALV, GTX, STZ, COST, BJ, WMT. Host - Mary Long; Guests - Jim Gillies, Asit Sharma, Ricky Mulvey

Driverless vehicles are already here, even if they’ve made some wrong terms. Motley Fool contributor Travis Hoium joined Ricky Mulvey to check in on some companies leading the way on autonomous vehicles. They discuss the progress that autonomous vehicles have made over the past few years, where automakers including Tesla and General Motors stand in the race, and how autonomous vehicles could deploy on a large scale. Two notes: (i) that Tesla’s market cap is $800 billion, and (ii) Travis meant to include Uber in his autonomous driving stock basket. Companies discussed: TSLA, GM, INTC, MBLY, UBER, BIDU, GOOG, GOOGL. Host - Ricky Mulvey; Guest - Travis Hoium

Meta’s Reality Labs division burns about a billion dollars per month. One result is Orion, augmented-reality glasses that let users see the outside world. No battery pack needed. Jason Moser and Ricky Mulvey discuss updates from Meta Connect 2024, use cases for AR glasses, and new details about Southwest Airlines' overhaul. Then, 17 minutes in, Brookfield Corporation CFO, Nick Goodman, joins Motley Fool Senior Analyst Buck Hartzell to discuss how he thinks about capital allocation. Host - Ricky Mulvey; Guests - Jason Moser, Buck Hartzell

Usually, you don’t want to run toward a company that cuts its dividend. Jim Gillies and Ricky Mulvey discuss Nike’s strategic pivot, and what it means for its retail partners, why turnaround stories are difficult to implement, and Foot Locker’s impressive leadership. Then, 15 minutes in, Alison Southwick and Robert Brokamp discuss The Great Wealth Transfer, and how to factor a potential inheritance in a financial plan. Companies discussed: NKE, FLHost - Ricky Mulvey; Guests - Jim Gillies, Alison Southwick, Robert Brokamp

One query on ChatGPT takes 10x the amount of electricity as a Google search. Ricky Mulvey and Asit Sharma discuss how big tech is dealing with the electricity demands of AI systems, companies that could benefit from more energy usage, and if Under Armour can turn around. Then, 18 minutes in, Brendan Hughes, the author of “Markets in Chaos” joins Ricky to discuss why he’s concerned about the level of money printing in the United States, and one area for investors to watch. Companies discussed: NVDA, MSFT, DUK, OKLO, UA, META, FNV. Host - Ricky Mulvey; Guests - Asit Sharma, Brendan Hughes

40% of everything sold online in the United States is through Amazon. Its web services division owns almost a third of the worldwide cloud infrastructure. Amazon is a goliath. Dana Mattioli is an investigative journalist at the Wall Street Journal and the author of “The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power.” Mary Long caught up with Mattioli for a conversation about Amazon’s early days and how it withstood years of sustained losses, how Amazon makes Wall Street look genteel, and the lengths that the company went to get information from competitors. Companies discussed: AMZN, TGT, EBAY. Host - Mary Long; Guest - Dana Mattioli