Share Sounds. presented by Motley Fool Money

The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations. Jason Moser and Emily Flippen discuss how Walmart is thriving while Target struggles with “decelerating discretionary demand”, market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one, and Snowflake’s strong report and what its new deal with Anthropic means. Then, 19 minutes in, Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization. Finally, 34 minutes in, Emily and Jason break down two stocks on their radar: Tesla and C3Ai. Stocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI. Host - Dylan Lewis; Guests - Jason Moser, Emily Flippen, Dan Durn

Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model. Seth Jayson and Dylan Lewis discuss Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter, Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry, and Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market. Then, 15 minutes in, coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks. Companies discussed: NFLX, DIS, SAVE, JBLU, AAPL, LVMH. Host - Dylan Lewis; Guests - Seth Jayson, Mary Long, Asit Sharma

The future is growing brighter, and more efficient, for the entertainment giant. Jason Moser and Ricky Mulvey discuss highlights from Disney’s quarter, the future of ESPN, and Amazon’s new discount shopping venture, Haul. Then, 18 minutes in, Motley Fool Senior Analyst Yasser El-Shimy joins Ricky for a look at Rocket Lab, why investors are getting “euphoric” about the company and risks to watch. Companies discussed: DIS, AMZN, RKLB. Host - Ricky Mulvey; Guests - Jason Moser, Yasser El-Shimy

The market appreciates certainty — this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk. Jason Moser and Bill Mann discuss the market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration; at all-time highs after earnings, will the good times keep rolling for Axon and Palantir? And — Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth. Then, 19 minutes in, we go back into the Fool vault for a palate cleanser — in a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Rogers. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give. Finally, 28 minutes in, Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari. Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE. Host - Dylan Lewis; Guests - Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers

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