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AI, Superman, and Solar’s Kryptonite

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Manage episode 493928106 series 2500334
Content provided by The Motley Fool. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Motley Fool or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Oh yes, we’re talking all kinds of stocks!

(00:21) Jason Hall and Matt Frankel discuss:

- AI stocks in the data center space (including CoreWeave)

- Winners and losers in energy and solar from the Big Beautiful Bill.

- With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix

(19:11) Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent’s deals with customers like Netflix and Meta Platforms work and what keeps him up at night.

(32:39) Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar.

Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD

Host: Anand Chokkavelu

Guests: Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer

Engineer: Dan Boyd

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

  continue reading

1899 episodes

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AI, Superman, and Solar’s Kryptonite

Motley Fool Money

1,226 subscribers

published

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Manage episode 493928106 series 2500334
Content provided by The Motley Fool. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Motley Fool or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Oh yes, we’re talking all kinds of stocks!

(00:21) Jason Hall and Matt Frankel discuss:

- AI stocks in the data center space (including CoreWeave)

- Winners and losers in energy and solar from the Big Beautiful Bill.

- With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix

(19:11) Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent’s deals with customers like Netflix and Meta Platforms work and what keeps him up at night.

(32:39) Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar.

Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD

Host: Anand Chokkavelu

Guests: Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer

Engineer: Dan Boyd

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

  continue reading

1899 episodes

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