Microsoft has agreed to a deal that will allow OpenAI to become a for-profit company, likely paving the way for an IPO. The tech giant’s stake will be worth $135 billion and comes with another $250 billion in cloud computing revenue. We also discuss recent jobs news and the future of AI in transportation and medicine.
Travis Hoium, Lou Whitemand, and Rachel Warren discuss:
- Microsoft’s $135 billion OpenAI stake
- Rolling layoffs in Corporate America
- NVIDIA’s deals in robotics, aviation, and medicine
Companies discussed: Microsoft (MSFT), Amazon (AMZN), Target (TGT), NVIDIA (NVDA), UPS (UPS).
Host: Travis Hoium
Guests: Lou Whitemand, Rachel Warren
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
21:16
--------
21:16
Ripple Effects of the Government Shutdown
Host Emily Flippen is joined by Motley Fool analysts Jason Hall and Keith Speights to unpack how a prolonged U.S. government shutdown ripples through markets - from missing economic reports and the Fed’s next move to the on-the-ground impact for contractors, biotechs, and housing.
Companies discussed: NOC, PLTR, BAH, ACN, MSFT, LLY, AMTM
Host: Emily Flippen, Jason Hall, Keith Speights
Producer: Anand Chokkavelu
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
21:32
--------
21:32
AI’s Power Problem
AIs are hungry and growing more insatiable by the day. Will we be able to sustainably generate the power needed to feed the AI beast?
Nick Sciple, Seth Jayson, and Tim Beyers:
- Discuss the vast sums being invested in power infrastructure, and whether current plans will be enough to meet demand.
- Cover the opportunities and complications from filling the void with existing and emerging nuclear technology.
- Playing a nuclear-themed game of Faker or Breaker.
Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!
Companies discussed: NUE, GEV, OKLO, MSFT, DXCM, NNE, SMR
Host: Tim Beyers
Guests: Nick Sciple, Seth Jayson
Producer: Anand Chokkavelu
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
26:17
--------
26:17
Interview with Scott D. Anthony: Epic Disruptions
Scott D. Anthony is a professor of strategy at Dartmouth's Tuck School of Business and author of the new book, Epic Disruptions: 11 Innovations that Shaped Our Modern World. Motley Fool analyst Sanmeet Deo recently talked with Anthony about innovation, AI, and the business of disruption.
Host: Sanmeet DeoProducer: Bart Shannon, Mac GreerAdvertisements 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
--------
25:25
--------
25:25
Sahil Bloom on the 5 Types of Wealth
Sahil Bloom writes The Curiosity Chronicle newsletter and is the managing partner of SRB Ventures, a venture investment firm. He is also the author of The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life, which became a New York Times bestseller. In this rebroadcast of an interview from earlier this year, Motley Fool personal finance expert Robert Brokamp caught up with Bloom for a conversation about:
-Why social, physical, mental, and time wealth are just as important as financial wealth-The transformative power of creating an energy calendar-What social media gets wrong about health advice-Why to never think twice about an investment in yourself
Host: Robert BrokampGuest: Sahil BloomEngineers: Rick Engdahl and Bart Shannon
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
Motley Fool Money is a daily podcast for stock investors.
Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
France