Share Sounds. presented by Motley Fool Money

Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market last week. Asit Sharma and Dylan Lewis discuss the reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies, Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange, Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon, and why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound. Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO. Host - Dylan Lewis; Guest - Asit Sharma

Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go. Bill Mann and Matt Argersinger discuss how AI demand is refueling cloud growth at Amazon and Alphabet, but why there’s still some reason to be concerned about the sustainability of that spend, Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach, and Reddit’s first-ever quarterly profit, Atlassian getting its mojo back, and why the red-hot weight loss market didn’t turn into great quarterly results for Eli Lilly. This was recorded ahead of the 2024 election: so David Gardner offered up his advice for how to keep calm with your portfolio and mindset while the news cycle turned during election week. Then, 34 minutes in, Bill and Matt break down two stocks on their radar for very different reasons: eBay and Super Micro Computer. Stocks discussed: AMZN, GOOG, GOOGL, AAPL, RDDT, TEAM, LLY, EBAY, SMCI. Host - Dylan Lewis; Guests - Bill Mann, Matt Argersinger, David Gardner

If you want to find market-beating stocks, sometimes you have to go where few others are. Jim Gillies and Ricky Mulvey discuss why the market may be overreacting to Boot Barn’s CEO departure, a niche-grocer that’s seen its stock double in the past year, and finding “growth at a reasonable price.” Then, 17 minutes in, Larry the Werewolf joins Ricky to take a look at Hershey and offer up his top three favorite candies for Halloween. Companies discussed: BOOT, SFM, AER, HSY. Host - Ricky Mulvey; Guests - Jim Gillies, Larry the Werewolf

Today we’re digging into financial regulations, advanced financial instruments, and the financing Boeing needs to stay afloat. Asit Sharma and Dylan Lewis discuss Robinhood’s venture into the event derivative market and why it’s no surprise to see the brokerage venture further into advanced and more speculative trading to drive transaction revenue, the CFPBs “open banking” push and what it means for consumers and banks, and Boeing’s plan to issue $19B in shares to pad the balance sheet and navigate a tough time for its business. Then, 16 minutes in: Carvana stock has been on a wild ride — Fool Analyst Yasser el-Shimy joins Mary Long to discuss why so many investors have bet against Carvana, and how that bet has played out. Companies discussed: HOOD, BA, CVNA. Host - Dylan Lewis; Guests - Asit Sharma, Mary Long, Yasser El-Shimy

In the EV maker’s latest vehicle safety report, autopilot showed one crash for every 7 million miles driven. The U.S. average is one crash for every 700,000 miles. David Meier and Ricky Mulvey discuss Tesla returning to growth, expectations for full self driving and humanoid robots, and Peloton’s deal with Costco. Then, 16 minutes in, Anand Chokkavelu hosts Matt Frankel and Jason Moser on Scoreboard covering Empire State Realty Trust. Scoreboard is available to members of any Motley Fool service in the video library: https://www.fool.com/premium/news-and-analysis/media. Companies discussed: TSLA, PTON, ESRT. Host - Ricky Mulvey; Guests - David Meier, Anand Chokkavelu, Matt Frankel, Jason Moser

The coffee chain drops some bad news early, while General Motors takes a victory lap. Kirsten Guerra and Mary Long discuss Starbucks’ bitter earnings, Brian Niccols’ barista-focused turnaround plan, and surprising beats from an old automaker. Then, 16 minutes in, Tim Beyers and Mary Long discuss Instacart’s “Caper Cart” technology and advertising business. Companies discussed: SBUX, GM, CART. Host - Mary Long; Guests - Kirsten Guerra, Tim Beyers

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