An AI IPO, 20 Years of RB

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 4 October 2024

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans? (00:45) Asit Sharma and Jason Moser discuss: The dock workers strike, its daily cost, and the industries it could impact most. Upcoming AI chip IPO Cerebras, and how the company is approaching high-performance chips differently than the competition. Fresh earnings from: Nike, Paychex, and McCormick. (19:04) October 2024 marks 20 years of Rule Breakers at The Motley Fool. To celebrate, we’re airing a portion of a conversation with David and former Rule Breakers analyst Matt Argersinger from our premium Epic Opportunities podcast. David fielded questions from our investing team about his own investing process, reflected on his 6 traits of a Rule Breaker and the companies that the framework led him to follow. (35:56) Jason and Asit break down two stocks on their radar: Pepsico and Joby Aviation. Stocks discussed: NKE, PAYX, MCK, PEP, JOBY Motley Fool Epic members can access the full conversation with David: Here on the TMF site (login required) On Spotify here after linking their accounts Host: Dylan Lewis Guests: Jason Moser, Asit Sharma, David Gardner, Rick Engdahl Engineers: Rick Engdahl, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	An invidia competitor is coming soon.
0:05.0	Are they a legit threat?
0:09.0	Motley Full Money starts now. money. That's why they call it money.
0:23.0	The best things in life are free.
0:26.0	But you can give them to the prize and bees.
0:30.0	From Fool Global Headquarters, this is Motley Fool Money.
0:33.8	It's the Motley Full Money Radio Show.
0:35.4	I'm Dylan Lewis.
0:36.2	Joining me over the airwaves, Motley Fool's senior analyst,
0:38.4	Jason, Moser, and Osset Sharma, Fool's.
0:41.1	Great to have you both here. Hey, hey, good to be here. K
0:43.0	to have you both here. Hey hey good to be here
0:44.6	This week we've got an AI-fueled IPO coming to the market soon some fresh numbers from Nike and of course
0:50.1	stocks on our radar. Jen sometimes we kick off with the big macro.
0:55.0	This week we are getting started with a look at the big supply chain.
0:59.0	We have 45,000 Union dock workers on strike this week
1:02.0	affecting ports along the East Coast and the Gulf of Mexico.
1:06.0	We're recording this a little bit earlier in the week than our usual radio show just due to schedules.
1:10.0	And so we are hoping for a quick resolution, but bracing for one that might take a little bit longer.
1:15.0	Jason, this strike effects 36 ports.
1:18.0	Estimates are pegging around 4 billion in economic losses per day.
1:22.0	Suffice it to say this is going to be a bit disruptive.
	...

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