The AI the Government Just Shut Down

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 15 June 2026

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

There’s a tentative deal for peace in the Middle East as the U.S. and Iran are set to sign an agreement this week. Jon, Matt, and Rachel talk about how long it will take for things to get back to normal if the deal holds as well as some companies that could get some much needed relief. The team then discusses Anthropic’s Fable 5 shutdown before closing with some thoughts on Fox’s $22 billion acquisition of Roku. Jon Quast, Matt Frankel, and Rachel Warren discuss: -The tentative deal between the U.S. and Iran -Hidden beneficiaries if the deal holds -The government’s concerns with Anthropic’s Fable 5 -Fox’s acquisition of Roku and whether investors should keep holding Companies discussed: Delta Air Lines (DAL), United Airlines (UAL), Rocket Companies (RKT), Anthropic, Space Exploration Technologies (SPCX), Fox (FOXA)(FOX), Roku (ROKU) Host: Jon Quast Guests: Matt Frankel, Rachel Warren 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	The government just shut down a really powerful AI model. You're listening to Motley Fool Hidden Gems Investing.
0:09.7	Welcome to Motley Fool Hidden Gems Investing. I'm John Kwasse, and I'm joined today by Foolish
0:14.4	contributors Matt Frankel and Rachel Warren. And we're going to talk about that government
0:19.5	concern with AI and leading to that shutdown. We're also going to talk about that government concern with AI and leading to that shutdown.
0:23.5	We're also going to talk about an acquisition that I didn't see coming personally.
0:27.4	But first, we want to talk about the news of the weekend, and that is that the U.S. and Iran have a tentative deal in place to end the ongoing conflict. And it looks like they may sign that
0:39.9	deal in Switzerland on Friday. Hopefully that is the case. But as we think about this as terms of
0:46.5	what this does, obviously it ends the conflict that is really good from a human life perspective,
0:51.9	but the main economic benefit is regarding
0:55.7	the Strait of Hormuz.
0:57.6	The Strait of Hormuz, so much passes through
1:00.2	that little narrow part of that waterway,
1:04.1	and it's been not working very well
1:06.8	since this conflict began,
1:08.8	but it seems like maybe we can get this straight reopened. So,
1:12.1	Rachel, if the straight was fully reopened. Let's just pretend it's going to be fully reopened today
1:17.7	as a result of this deal. How long would it take before we start catching back up from it being
1:22.9	closed all this time to begin with? Well, I think it's important to note that fixing the bottleneck will take far longer than
1:30.9	breaking it did.
1:32.0	So just to put some perspective to this, about 2,000 ships and about 170 million barrels of crude oil
1:38.9	are currently stranded or idling in the Persian Gulf.
1:42.0	And so clearing these immense maritime traffic bottlenecks,
	...

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