Share Sounds presented by Motley Fool Money

Welcome to the stock market in 2024: when we recorded today’s show, Chewy was up about 60% for the month. By the time we wrote the description, Roaring Kitty had posted a picture of a dog and the stock was briefly up more than 80% on the month. Ricky Mulvey and Tim Beyers discuss what’s behind Chewy’s surge, Amazon’s new retail plan and journey to being a multi-trillion-dollar company. Then, 16 minutes in, William Cohan from Puck joins Ricky to discuss his reporting on Paramount and future after it turned down a buyout deal from Skydance Media. Companies discussed: CHWY, AMZN, PARA. Check out Puck’s newsletters: https://puck.news/newsletters/ Host - Ricky Mulvey; Guests - Tim Beyers, William Cohan

Michael J. Fox might not know it, but his character on “Family Ties” set the course for one Fool’s investing career. Ron Gross is the Director of US Investing at The Motley Fool and a frequent guest on the show. In this episode, Ron talks with Mary Long about his early days on Wall Street, what he’s learned from crises, and the attributes he looks for when hiring new analysts. Share stories of your own investing journey with us at [email protected]. Host - Mary Long; Guest - Ron Gross

Nvidia’s been on such a tear, it’s tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is. Ron Gross and Bill Mann discuss how Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the market’s returns are being driven by a few companies, a luxury-fashion IPO that wasn’t in Italy, and AI pushing Accenture through a slowdown in its core business and how Darden’s Restaurant chains are holding up as pricing comes into focus for food. Then, 19 minutes in, Fawn Weaver, CEO of Uncle Nearest, the fastest growing and most awarded whiskey and bourbon brand of the past few years, tells one of the greatest stories in the alcohol business and offers up a cocktail to beat the heat this summer. Finally, 35 minutes in, Ron and Matt break down two stocks on their radar: Old Dominion Freight Line and McCormick. Stocks discussed: NVDA, MSFT, F, ACN, DRI, MCK, ODFL. Host - Dylan Lewis; Guests - Bill Mann, Ron Gross, Fawn Weaver

Sometimes, a billion bucks just isn’t enough to kickstart the engine. Asit Sharma and Mary Long discuss Fisker’s bankruptcy and Wells Fargo’s latest credit card bet. Then, 17 minutes in, Ailson and Bro tackle the listener mailbag, answering questions about retirement distributions, target date funds, and commodities. Learn more about the Range Rover Sport at www.landroverusa.com. Got a question for Alison and Bro? Email it to [email protected]. Companies discussed: FSRN, TSLA, WFC, GSG, DBC, GLD. Host - Mary Long; Guests - Asit Sharma, Alison Southwick, Robert Brokamp

Is the software giant still a growth company? Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy. Plus, 18 minutes in, Mary Long and Motley Fool analyst Anthony Schiavone look at Hershey’s near-term headwinds and long-term opportunity for investors. Companies discussed: ORCL, MSFT, DOCN, HSY. Article discussed: https://www.wsj.com/tech/ai/microsoft-nadella-openai-inflection-9727e77a?mod=hp_lead_pos7. Host - Ricky Mulvey; Guests - Tim Beyers, Mary Long, Anthony Schiavone.

It’s not artificial intelligence. It’s Apple Intelligence. Nick Sciple and Ricky Mulvey discuss the updates from Apple’s Worldwide Developers Conference, and what they mean for the tech giant’s customers and investors. Plus, they look at how Cracker Barrel is trying to reinvent itself. Then, 18 minutes in, Alison Southwick and Robert Brokamp check in on the state of retirement. Got a question for Alison and Bro? Email it to [email protected]. Companies discussed: AAPL, MSFT, CBRL. Host - Ricky Mulvey; Guests - Nick Sciple, Alison Southwick, Robert Brokamp

If you own an S&P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple. Asit Sharma and Ricky Mulvey discuss why big tech is driving the market, earnings from Lululemon, and mindset advice for new investors. Plus, 17 minutes in, Mary Long interviews Tom Steyer, author of “Cheaper, Faster, Better: How We’ll Win the Climate War” about advancements in green tech. Companies discussed: AAPL, NVDA, MSFT, LULU, CAVA, CRM. Host: Ricky Mulvey; Guests - Asit Sharma, Mary Long, Tom Steyer

.. and other legendary leaders. David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habits of the World’s Most Successful People.” Ricky Mulvey caught up with Novak to discuss using power to empower others, lessons from market-beating executives, and why prioritizing people over results is a winning strategy. Host - Ricky Mulvey; Guest - David Novak

Sales slow for the software company. But is that the end of the growth story? Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stock’s slump is warranted. Then, 17 minutes in, Asit Sharma and Ricky Mulvey take a look at some companies that could ride the tailwinds of Nvidia’s standout earnings. Companies discussed: CRM, SNOW, AMZN, NVDA, AMD, MSFT, MU. Host - Mary Long; Guests - Tim Beyers, Asit Sharma, Ricky Mulvey

In 2018, the U.S. box office grossed almost $12 billion. This year, it’s expected to bring in closer to $8 billion. What’s eating the silver screen? Catie Peiper, the Fool’s resident entertainment expert, joins Ricky Mulvey for a look at the state of the movie industry. They discuss the relationship between streamers, studios, and theatres. and how losing China as a distributor changes the dynamics of business – and creativity. Where movie-making goes from here .. Companies discussed: DIS. Host - Ricky Mulvey; Guest - Catie Peiper