AI, Superman, and Solar’s Kryptonite

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 11 July 2025

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	Oh, yes, we're talking all kinds of stocks.
0:08.2	This week's Motley Fool Money radio show starts now.
0:11.7	Now. Everybody needs money.
0:27.8	That's why they call it money.
0:30.0	The best things in life are free,
0:33.2	but you can give them to the pros and bees.
0:36.6	From Fool Global Headquarters, this is Motley Fool Money.
0:40.4	It's the Motley Full Money radio show.
0:42.3	I'm on in Chaka Blue.
0:43.6	Joining me are two of my favorite fools, Jason Hall and Matt Frankel.
0:48.1	Today we'll talk about stock market winners and losers from the big beautiful bill.
0:52.3	We'll pit Superman versus the Hulk, and we'll, of course,
0:56.1	debate stocks on our radar, but first, we'll discuss whether there's an AI opportunity in investing
1:01.9	in data centers. Upstart data center company Corweave again made news this week, this time for
1:08.1	announcing the purchase of Core Scientific for $9 billion.
1:12.0	This allows it to add infrastructure to consolidate vertically as it seeks to gain market share
1:17.2	among AI and high-performance computing customers. The CoreWeave is just the tip of the data
1:23.1	center iceberg. Matt, what categories of data center opportunities are out there?
1:28.7	Yeah, so first you have hyperscalers. These are companies like AWS, Microsoft Azure.
1:33.8	They're companies that operate the large-scale data centers. They offer computing and storage
1:37.4	infrastructures to customers. As on-unput it, there's CoreWeave, which is one of the least
1:42.5	understood recent IPOs than I know.
	...

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