Sure, the Apple Vision Pro has some flaws, but it’s incredible to be in a recording studio with Alicia Keys. Mary Long and Jason Moser checked out the new headset and discuss:

- The training and educational use cases for spatial computing. 

- How Apple and Meta products stack up against each other.

- Meta’s virtual reality strategy. 

- The strong value proposition for VR training in healthcare.

Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, PCOR, ADSK, AXON, ISGR, GMED

Host: Mary Long

Guest: Jason Moser

Producer: Ricky Mulvey

Engineer: Tim Sparks

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Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending..

(00:21) Ron Gross and Andy Cross discuss:

- Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter.

- Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown.

- How drinkmaker Celsius continues to find the energy for growth.

(19:11) Motley Fool Co-founder David Gardner provides some timeless advice for college grads.

(27:27) Ron and Matt break down two stocks on their radar: Toast and Trex.

Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST

Host: Dylan Lewis

Guests: Andy Cross, Ron Gross, David Gardner, Mary Long

Engineers: Dan Boyd

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Wall Street thinks two growth stock prices have gotten a little too high. Plus, we feature a weed company with a lot of cash.

(00:21) Kirsten Guerra and Ricky Mulvey break down earnings from Duolingo and Roblox.

Then, (16:30) Nick Sciple takes a look at the legal pot business, and a legislative change that could have profound implications on the market.

Companies discussed: DUOL, RBLX, GOOGL, GOOG, CRON

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account

Host: Ricky Mulvey

Guests: Kirsten Guerra, Nick Sciple

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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Uber’s earnings may seem a little hand-wavy, but there's more to the story.

At (00:12) Tim Beyers and Mary Long take a look at earnings from Uber and Toast.

Then, (16:34) Alicia Alfiere and Ricky Mulvey ask if AI will kill Chegg, the homework helper.

Tickers discussed: UBER, SICP, JOBY, TOST

Host: Mary Long

Guests: Tim Beyers, Alicia Alfiere, Ricky Mulvey

Engineer: Tim Sparks

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For anyone besides Netflix?

First up, (00:21) Jason Moser and Ricky Mulvey break down earnings from Disney and Axon Enterprise.

Then, (19:44) Alison Southwick and Robert Brokamp look at the 60/40 portfolio, and if it still holds up in 2024.

Tickers discussed: DIS, AXON, NFLX, GLD

Learn more about the Range Rover Sport at www.landroverusa.com

Host: Ricky Mulvey

Guests: Jason Moser, Robert Brokamp, Alison Southwick

Engineers: Dan Boyd, Desiree Jones

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When Warren Buffett talks, investors listen. We unpack the quotes and commentary from the market’s most anticipated annual meeting and check in on the state of Berkshire Hathaway.  

(00:13) Jim Gillies and Dylan Lewis discuss:

- Berkshire’s past and future succession-- planning.

- What Buffett’s cash stack and shrinking Apple position might signal about his view of the market and tax policy. 

- Why investors shouldn’t be looking at Berkshire on strictly a total-return basis.

Companies discussed: BRK.A, BRK.B, AAPL 

Monarch Money free trial offer: www.monarchmoney.com/fool

Host: Dylan Lewis

Guests: Jim Gillies

Producer: Ricky Mulvey

Engineers: Tim Sparks

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The number of data compromises last year increased by 78% from just 2022, according to the 2023 Annual Data Breach Report. One primary reason for this increase? Artificial intelligence.

“This Week in Tech” co-hosts Tim Beyers and Tim White discuss the rise of cyber threats, and what it means for companies like Microsoft, Crowdstrike, and Zscaler.

They also discuss how these breaches work, and what you can do to protect yourself and your family.

Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub: https://www.fool.com/premium/live/replayhub?cat=fool-live-full-shows 

To become a Motley Fool member, head to www.fool.com/signup

Companies mentioned: MGM, UHC, MSFT, NVDA, CRWD, OKTA, ZS, T, DDOG, ACN

Host: Tim Beyers

Guest: Tim White

Producer: Ricky Mulvey

Engineer: Tim Sparks

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Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling.

(00:21) Ron Gross and Jason Moser discuss:

- Apple’s sluggish hardware sales and massive $110B buyback program, and Amazon’s killer cloud and ad segment growth.

- CVS’s Medicare struggles, Wayfair working out of declines, and Coke keeping things business-as-usual.

- The different fates in fast food for Starbucks, Domino’s, and McDonald’s.

(19:11) Ron and Jason break down two stocks on their radar: Wingstop and Crowdstrike.

Stocks discussed: AAPL, AMZN, CVS, W, KO, SBUX, DPZ, MCD, CRWD, WING

Host: Dylan Lewis

Guests: Jason Moser, Ron Gross

Engineers: Dan Boyd

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We’re talking big moves and Big Oil as earnings season continues.

At (00:21) Jason Hall and Deidre Woollard break down Peloton’s CEO shift and Big Oil’s big profits.

At (16:40) Tom Chivers, author of Everything Is Predictable, explains how the Bayesian theorem underlies much of modern life and investing.

Companies discussed: PTON, SHEL, XOM, COP

Host: Deidre Woollard

Guests: Jason Hall, Tom Chivers

Producer: Ricky Mulvey, Chace Przylepa

Engineers: Dan Boyd

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Customers are willing to pay up, as long as it’s convenient. Amazon’s e-commerce segment proves it, but at Starbucks long lines during peak periods have customers rethinking their orders. 

(00:21) Asit Sharma and Dylan Lewis discuss:

- In the face of revenue declines and struggling comps, are Starbucks’ shares worth watching?

- Amazon’s eye-popping operating margin, fueled by strength in its ad business, the cloud, and cost-cutting measures.

(14:57) The name of the game in food is innovation – Mary Long talks with food and beverage analyst David Henkes about McDonald’s new approach with CosMc’s

Companies discussed: SBUX, AMZN, MCD

Host: Dylan Lewis

Guests: Asit Sharma, Mary Long, David Henkes

Producer: Mary Long

Engineers: Dan Boyd

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