Share Sounds. presented by Motley Fool Money

Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and his lieutenants. Jason Moser and Matt Argersinger discuss the signs execs at Berkshire Hathaway believe the market is rich – Ajit Jain reducing his Berkshire stake, and the company winding down its buyback activity, Brian Niccol’s vision for returning to Starbucks’ roots as a third place and why the market was up on RH’s results, down on Adobe’s outlook, and still hoping a Kroger/Albertson’s deal will go through. Then, 19 minutes in — this week was Apple’s annual product event. Dan Barbera from MacRumors gives the scoop on the latest releases, one way the latest iPhones could fuel Vision Pro adoption, and what to expect from Apple in 2025. Finally, 34 minutes in, Jason and Matt break down two stocks on their radar: Top Golf Callaway and Oxford Industries. Stocks discussed: BRK, SBUX, RH, ADBE, KR, AAPL, DNUT, OXM, MODG. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger, Dan Barbera

The European Central Bank cut rates this week and the Fed is expected to cut rates next week. When money gets cheaper, the party gets started. David Meier and Ricky Mulvey discuss OpenAI’s $50 billion valuation jump in one week, a space SPAC that’s more than 10xed since April 2024, and one of Warren Buffett’s top lieutenants selling $140 million of Berkshire Hathaway stock. Then, 16 minutes in, Asit Sharma joins Ricky to look back on Meta’s turnaround story and what it means for investors today. Companies discussed: MSFT, ASTS, RKLB, BRK.A, BRK.B, META, LE. Host - Ricky Mulvey; Guests - David Meier, Asit Sharma

The Department of Justice has some questions about Nvidia’s business. Jason Moser and Ricky Mulvey discuss the subpoena that instigated the chip maker's selloff, a record amount of share repurchases by corporations, and earnings from Dick’s Sporting Goods and Dollar Tree. The, 18 minutes in, Motley Fool contributor Matt Frankel joins Ricky to take a look at real estate brokerages Redfin and Zillow, and discuss what lower interest rates mean for the industry. Companies discussed: NVDA, GS, DKS, WMT, DLTR, RDFN, Z. Host - Ricky Mulvey; Guests - Jason Moser, Matt Frankel.

Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around? Asit Sharma and Dylan Lewis discuss the latest sign of Intel’s struggles – possibly being removed from the Dow – and how it got here, Elliot Management’s increased stake in Southwest, and how the activist investor is planning on improving the airline, and Boeing’s recent analyst downgrade, and why manufacturing issues might lead to financial ones for the company’s aerospace and airline divisions. Also, 16 minutes in, Alison Southwick and Robert Brokamp dig into the mailbag and some questions on asset allocation, retiring early and becoming a financial advisor. Companies discussed: INTC, NVDA, LUV, BA. Host - Dylan Lewis; Guests - Asit Sharma, Alison Southwick, Robert Brokamp

Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised. Jason Moser and Bill Mann discuss Nvidia’s killer quarter, and why the market yawned over the results, the global IT outage’s impact on Crowdstrike’s past quarter and outlook for the rest of the year, and Chewy’s continued turnaround, Dollar General’s merchandising woes, and the new-look mature Salesforce. Then, 28 minutes in, film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks’ leadership teams. Finally, 49 minutes in, Jason and Bill break down two stocks on their radar: Birkenstock and Alimentation Couche-Tard. Stocks discussed: NVDA, CRWD, CHWY, DG, CRM, BIRK, ANCTF. Host - Dylan Lewis; Guests - Bill Mann, Jason Moser, Nell Minow

To become an expert, you may not always need expertise. You may just need to start asking better questions. Tim Beyers is a lead analyst at The Motley Fool and a frequent guest on Motley Fool Money. He’s also the host of This Week in Tech, a weekly show on our premium livestream. In today’s show, Tim talks with Mary Long about what convinced him to buy Amazon for the first time (and why he sold 2 years later), unit economics, and one company that excels at it, and the relationship between enthusiasm and education. Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub: to become a Motley Fool member, head to www.fool.com/signup. Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send a note (or a voice recording!) to [email protected]. Host - Mary Long; Guest - Tim Beyers

Zoom is great, but it needs to find something outside video conferencing to get investors and the market excited about where it is going. Jason Moser and Dylan Lewis discuss whether AI and expanded offerings can create a next act and growth pillar for Zoom, why Lowe’s and Home Depot continue to hold up even as home improvement projects dry up, and the early signs that Target’s focus on loyalty and value are getting customers back in the stores just in time for back to school shopping. Companies discussed: ZM, LOW, HD, TGT, WMT. Host - Dylan Lewis; Guest - Jason Moser

Stock prices are up, but consumers are squeezed. This puts advertisers in an unusual spot. Ricky Mulvey, Dylan Lewis, and Mary Long are live at Podcast Movement and they discuss the macro landscape for advertisers, podcasting’s shift to video, the real value of your time to marketers. Companies discussed: TTD, PUBM, SPOT. Host - Ricky Mulvey; Guests - Dylan Lewis, Mary Long

The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro picture clears up, money could come back into the market in waves. Jason Moser and Matt Argersinger discuss what Brian Niccol will need to do to turn around Starbucks as CEO, and how Chipotle will handle the departure of their superstar executive, earnings updates from Home Depot, Walmart, and Brinker, and Warren Buffett’s latest buys — Ulta Beauty and Heico – and what Berkshire and other smart money’s rising cash hoards might mean. Then, 31 minutes in, Jason and Matt break down two stocks on their radar: Palo Alto Networks and Kenvue. Stocks discussed: SBUX, CMG, HD, WMT, EAT, PANW, KVUE. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger

Here’s why investors could win. Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consolidation in the snacking sector. Then, 14 minutes in, Jason Hall and Ricky Mulvey check in on some solar power stocks. Companies discussed: GOOG, GOOGL, K, ENPH, SEDG. Host - Mary Long; Guests - Tim Beyers, Jason Hall, Ricky Mulvey