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Motley Fool Hidden Gems Investing

Big Tech Is Fun Again & The Fed Speaks

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 19 September 2025

⏱️ 40 minutes

🧾️ Download transcript

Summary

Meta introduced a new pair of AI-powered glasses, Google announced a partnership with PayPal and AI updates to Chrome, and the Federal Reserve cut interest rates, but is concerned about both the economy and inflation. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - The Fed’s rate cut - NVIDIA invests in Intel - Meta can’t quit the metaverse - Rule Breaker investing - Google’s AI muscle Companies discussed: NVIDIA (NVDA), Intel (INTC), Meta Platforms (META), Alphabet (GOOG, GOOGL), Tesla (TSLA), Axon (AXON). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser 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

Transcript

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0:00.0

Will Nvidia be Intel's savior?

0:07.0

Motley pool money starts now. Everybody needs money. That's why they call it money.

0:30.0

The best things in life are free, but you can give them to the pros and bees.

0:36.6

From Fool Global Headquarters, this is Motley Fool Money.

0:40.3

Welcome to Motley Fool Money.

0:41.4

I'm Travis Hoyam, joined this week by Lou Whiteman and Jason Moser.

0:45.5

We have a lot to cover today from changes to Chrome, Meta's new AI glasses.

0:50.3

But we have to start with the elephant in the room, and that is the Federal Reserve.

0:54.2

We got our rate cut, guys.

0:56.2

The Fed cut rates, the Fed funds rate, which is a short-term interest rate by 25 basis points,

1:02.3

which is a quarter of a percentage point.

1:04.0

The commentary was interesting because basically they said that there was two bad options.

1:09.2

You either let inflation run by cutting rates,

1:13.3

but you also have a worsening economy, which isn't good for investors long term. It's not good

1:19.1

for employment, things like that. So this is getting obviously a lot of attention, but Lou,

1:23.4

is this a big deal for investors or is this just the noise that normally happens in the market? It is a big deal for investors. I mean, we should know, too, that stocks were, what, near all-time highs or celebrated the news. I worry about that part of it, because, Travis, to your point, what's going on here is the Fed is sort of sounded the alarm. I don't want to overstate. I don't want to be chicken little here. I don't think we are like headed towards 2008 all over again. But the

1:50.5

bottom line here is that we had a very, very complicated economic situation. Tariffs. We're

1:57.7

expecting a slowdown last year. It never came. All of this going on. And the Fed is

2:02.5

sort of confirming, yes, there's a lot going on here, and it's only getting more complicated.

2:08.1

I hope that works out well for us. Again, I don't think we are just doomed to just the plane

2:13.5

is going to crash from here. But I also don't know if it's a reason for celebration.

2:19.0

Yeah, I think, I mean, that's basically right, I would say. I mean, we most, I think most of us

...

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