Coffee, Chips, and Credit Cards

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4.4 • 3K Ratings

🗓️ 30 July 2025

⏱️ 18 minutes

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Summary

Earnings from Starbucks, Visa, and Spotify’s earnings give us a read on the consumer and Samsung takes a big chip order from Tesla. (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Tesla’s chip deal with Samsung - Spotify’s earnings - Visa, Starbucks, and Booking earnings - Are you bull or bear? Companies discussed: Tesla (TSLA), Spotify (SPOT), Visa (V), Starbucks (SBUX), Booking (BKNG), NVIDIA (NVDA) Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Is earning season selling us a bill of goods?
0:08.2	Molly Fool money starts now.
0:25.7	I'm Travis Hoy. I'm joined by longtime fools, Lou the legend Whiteman, and from a vacation that never ends. Rachel Warren, today we're going to get to earnings from Spotify and get a pulse
0:30.4	on the consumer. Let's start with Tesla. We learned this week that Samsung's new fab in Texas
0:37.1	is going to be making Tesla's AI6 chip.
0:40.5	This follows AI5, which is being fabbed by TSM.
0:44.5	AI6 is going to be used for humanoid robots, cars, and even AI data centers.
0:48.5	Tesla could spend over $16.5 billion on these chips.
0:53.0	And Elon Musk is going to get to, quote, walk the
0:55.7	line, making sure it's efficient, something Samsung apparently can't do itself. Rachel, what
1:01.3	does this say about Tesla and Samsung's chip ambitions?
1:04.1	Well, what's interesting about this is that Samsung didn't name the counterparty in its
1:09.8	filing. They cited a request from that second
1:12.2	party to quote, protect trade secrets. But they said the effect of start date of the contract was
1:17.3	July of this year. Its end date is in 233. And then Elon Musk later confirmed in a reply to a
1:23.1	post on X that Tesla was, in fact, the counterparty. But I think this deal is great news for both companies for different reasons.
1:31.3	So Samsung definitely needs this deal, in my view.
1:34.7	The partnership provides a much needed anchor client for Samsung's new semiconductor
1:39.4	fabrication facility in Taylor, Texas.
1:42.1	And that could also validate their investment in U.S.-based chip
1:45.0	manufacturing and potentially attract other clients. You know, Samsung has been facing serious
1:50.0	challenges due to increased competition, particularly in the memory chip market. And they've really
	...

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