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Tesla held a robotaxi event this week but didn’t invite media or investors. Even Elon Musk sat the event out. What does that say about the future of autonomous vehicles? Plus, we discuss GPT-6, Adobe’s new CEO, and the health of consumer spending.

Travis Hoium, Lou Whiteman, and Jon Quast discuss:

- Tesla’s “Event”

- GPT-6

- Adobe’s New CEO

- 10-Year Predictions

- Retail’s Health

- Radar Stocks

Companies discussed: Reddit (RDDT), CECO (CECO), Tesla (TSLA), Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Shopify (SHOP), Walmart (WMT), Amazon (AMZN), Meta Platforms (META), Adobe (ADBE), Dick’s Sporting Goods (DKS), On Holding (ONON), Lululemon (LULU).

Host: Travis Hoium

Guests: Lou Whiteman, Jon Quast

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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Learn more about your ad choices. Visit megaphone.fm/adchoices

Description: Snowflake stock is surging towards all-time highs after reporting its latest quarterly earnings, and on today’s show, Jon, Matt, and Lou break down what’s going right for the company in contrast to past years. They also point out some concerns to monitor for Snowflake. The crew then turns the conversation on the data center slowdown before ending the episode with a listener question regarding an asymmetric upside stock that’s down big since buying a position.Jon Quast, Matt Frankel, and Lou Whiteman discuss:-Snowflake’s hot quarter-Some things to watch with Snowflake for now-Increasing opposition to the data center buildout-Whether the current slowdown continues and what it means for top data center stocks-Mailbag: My stock is down. Should I buy more?Companies discussed: Snowflake (SNOW), Marvell (MRVL), Celestica (CLS), Sterling Infrastructure (STRL)

Host: Jon QuastGuests: Matt Frankel, Lou WhitemanEngineer: Bart Shannon

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices

Tesla is having a Robotaxi day tomorrow and we still don’t know details about the event. But that doesn’t mean investors aren’t expecting a lot nearly two years after the Robotaxi was first announced. We discuss the implications for Tesla and why the competition may not be worried. Plus, we cover Dell’s incredible run.

Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Tesla’s Robotaxi Day- What We Need to Hear- AV Competition- Vision vs LiDAR- Dell’s Earnings- AI Momentum

Companies discussed: Tesla (TSLA), Alphabet (GOOG, GOOGL), Dell (DELL).

Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices

Amazon and Meta Platforms are facing increased scrutiny from regulators and states and that’s not only affecting their stock price, it could affect their business long-term. We discuss whether FTC probes and settlements are a big deal long-term. We end by laying out what John Ternus needs to do to get off on the right foot at Apple.

Travis Hoium, Lou Whiteman, and Matt Frankel discuss:

- Amazon vs FTC- Future of Amazon Retail- Meta’s Settlement- Is Meta Becoming Bit Tobacco?- John Ternus’ First Day- How Apple Can succeed

Companies discussed: Amazon (AMZN), Apple (AAPL), Meta (META).

Host: Travis HoiumGuests: Lou Whiteman, and Matt FrankelEngineer: Kristi Waterworth

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices

Hugging Face is pushing forward open-source large-language models, which potentially keep closed AI models from becoming too powerful. Now Hugging Face is pushing open-source robotic software with its latest consumer device, and Nvidia is reportedly looking to acquire Hugging Face at a $13 billion valuation. Jon, Matt, and Rachel discuss the future of robotics as well as tackle two listener questions regarding what can make and break an investment thesis.

Jon Quast, Matt Frankel, and Rachel Warren discuss:

-Nvidia’s potential acquisition of Hugging Face-Hugging Face’s new robot: Microduck-What is an investment thesis?-Things that break an investment thesis-Things that make an investment thesis

Companies discussed: Nvidia (NVDA), Tesla (TSLA), Nextdoor (NXDR), Zscaler (ZS), Realty Income (O)

Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices