Share Sounds. from Motley Fool Show

Netflix’s is aiming to return to growth by cracking down on password sharing. Jim Mueller and Dylan Lewis discuss the encouraging data behind Netflix’s password crackdown and ad-supported membership, why it still might be a bit early to bank on those growth levers for Netflix, how Disney, Apple, Amazon are eying advertising, and how it could reshape streaming TV. 15 minutes in, Asit Sharma catches up with Sasan Goodarzi the CEO of Intuit to talk about how his company is using artificial intelligence to grow and Intuit's data advantage. Companies discussed: NFLX, AAPL, AMZN, DIS, INTU. Host - Dylan Lewis; Guests - Jim Mueller, Sasan Goodarzi, Asit Sharma

Some cryptocurrency platforms are finding it hard to allegedly operate an “unlicensed securities exchange in the USA, bro.” Ricky Mulvey and Nick Sciple discuss Apple’s Vision Pro Product, its biggest product launch in a decade, how Apple's hardware strategy differs from Meta, the Vision Pro’s possibilities and limitations, and the SEC’s complaint against Coinbase. Plus, 13 minutes in, Alison Southwick and Robert Brokamp discuss how to plan for a healthier retirement. Companies discussed: AAPL, META, COIN. Article discussed: https://www.wsj.com/articles/apple-vision-pro-i-tried-the-new-mixed-reality-headset-f49a8811 Host - Ricky Mulvey; Guests - Nick Sciple, Robert Brokamp, Alison Southwick

The Directors Guild’s deal shows just how much the entertainment industry sees AI as a threat. Jason Moser discusses what a potential Directors Guild deal means for entertainment, the challenges facing streamers as they look for more ways to profit from content, and whether or not Apple can take headsets out of their gaming niche. Plus, 17 minutes in, a simple pack of casino playing cards leads Ricky Mulvey and Asit Sharma on an exploration of how old products can become new again. Companies discussed: SNPS, META, AAPL, NFLX,DIS,WBD, PARA. Host - Deidre Woollard; Guests - Jason Moser, Asit Sharma

Americans are thinking twice before pulling out their wallets, but it’s not affecting retailers equally. Ron Gross and Emily Flippen discuss the debt ceiling resolution, and updates on employment and consumer debt, why Chewy and Five Below continue to see strong results while other retailers are seeing consumer spending slow down, and the numbers behind MongoDB’s blowout earnings release. Then, 19 minutes in, Scott Kassing talks through three high-conviction stock ideas with Sandhill Investment Management’s Richard Ryskalczyk. Plus, 33 minutes in, Emily and Ron discuss Lululemon’s strong earnings report and two stocks on their radar: Compass Minerals and Veeva Systems. Stocks discussed: M, CHWY, FIVE, DG, MDB, LULU, CMP, VEEV. Host - Dylan Lewis; Guests - Emily Flippen, Ron Gross, Richard Ryskalczyk, Scott Kassing

What kind of day has it been? Bill Barker discusses the stock market reacting positively (or not) to the latest narrative around the debt ceiling debate, Nvidia's new all-time high and why we haven't reached "peak AI" yet, listener feedback over the years and the concept of "playing to the back of the room", and a surprise guest (via audio). Plus, 20 minutes in, Chris Hill wraps up his final episode hosting the show with a salute to The Motley Fool's history and founders, the self-driven mentality of the audience, and advice from the late musician Kevin Gilbert. Companies discussed: NVDA. Host - Chris Hill; Guest - Bill Barker

Tech is leading the market higher in 2023, but a few giants are doing the heavy lifting. Matt Argersinger and Jason Moser discuss Nvidia's AI-fueled earnings report and the company's historic pop, Intuit's latest results and how proposed IRS free-file software could affect the company, Zoom's post-pandemic slump, and the signs retailers are fixing inventory problems, but high-end merchandise still isn't selling. The, 19 minutes in, Motley Fool contributor Lou Whiteman talks with former United Airlines CEO Oscar Munoz about his approach to turning the airline around, dealing with personal setbacks, and the lessons in leadership from his book “Turnaround Time.” Plus, 34 minutes in, Matt and Jason discuss Netflix's $7.99/month solution to password sharing and two stocks on their radar: Salesforce and Invitation Homes. Stocks discussed: NVDA, INTU, ZM, WSM, ULTA, COST, SPG, URBN, GPS, CRM, INVH. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger, Oscar Munoz, Lou Whiteman

An artificial intelligence program could soon create a digital version of yourself. So, what are the implications when that’s possible? Rob LoCascio is the founder and CEO of LivePerson, a company that develops conversational commerce and AI software. Ricky Mulvey caught up with LoCascio to discuss how artificial intelligence will change how you interact with brands, Starboard Value’s campaign to change LivePerson’s board and CEO, the unlocks that quantum computing could provide tech companies, and what natural language processing programs are revealing about interspecies communication. Companies mentioned: LPSN, GOOG, GOOGL. Host - Ricky Mulvey, Guest - Rob LoCascio

The Federal Reserve has raised interest rates 10 times since 2022. But you probably wouldn’t notice those hikes in a traditional savings account. Dylan Lewis caught up with Robert Brokamp to discuss how banks benefit from your inertia, and how that costs you, ideas for managing cash for the next few weeks, months, and years, money market funds paying more than 4%, and the caveats to understand before utilizing those accounts, and who can benefit from I Bonds and less-liquid savings vehicles. Website mentioned: https://www.fool.com/the-ascent/ Host - Dylan Lewis; Guest - Robert Brokamp

Late Monday Berkshire-Hathaway filed a 13-F with the SEC, so we're taking a closer look at what they've been buying and selling. Jim Gillies discusses Home Depot's lackluster 1st-quarter results masking an otherwise strong business, Capital One getting a boost from the Oracle of Omaha, and the surprising energy stock the Berkshire Hathaway team took a stake in. Plus, 19 minutes in, Alison Southwick and Robert Brokamp dip into the mailbag to answer your questions about investing, retirement, and more. Companies discussed: HD, BRK.A, BRK.B, COP, USB, BK, TSM, RH, BAC, OXY, AAPL, HPQ, ATVI, VTS. Host - Chris Hill; Guests - Jim Gillies, Alison Southwick, Robert Brokamp

Tim Beyers discusses Disney shares falling after a lackluster 2nd-quarter report, the fate of Hulu, and why The Trade Desk is an attractive business (with a richly-valued share price). In the U.S. it's Mother's Day on Sunday! So, 11 minutes in and in order to celebrate, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, and Jim Gillies share money lessons they got from their moms. Companies discussed: DIS, CMCSA, TTD. Host - Chris Hill, Guests - Tim Beyers, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, Jim Gillies