Motley Fool Hidden Gems Investing

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1. Marvell’s Trillion-Dollar Target

   2 november 2026 · 26 min

   Afspelen
   Custom silicon company Marvell wants to acquire Lumentum at $115 billion, dwarfing many previous deals in the publicly-traded tech space. Jon, Matt, and Rachel talk about why Marvell is so eager to bring this optic technology in-house and what it could mean for the competitive landscape. The team also tackles the terms of the deal before ending the episode with a question from the mailbag from a listener sitting on a greater-than 50% loss in a concentrated portfolio.Jon Quast, Matt Frankel, and Rachel Warren discuss:-Marvell’s huge swing to acquire Lumentum-How Lumentum helps it better compete with powerhouse Broadcom-The terms of the deal and what it means for investors-What the deal could mean for Marvell stock-Mailbag: What to do when you’re young and sitting on big investment lossesCompanies discussed: Marvell (MRVL), Lumentum (LITE), Broadcom (AVGO)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Dan BoydDisclosure: 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 ⁠⁠⁠⁠⁠⁠⁠⁠… Lees meer

2. Three Questions Every Investor Should Ask About Any Management Team Video Draft 28m 45s

   1 november 2026 · 31 min

   Afspelen
   A record number of CEOs have departed for two years running — and it's not because they lacked intelligence or experience. It's because the map they were using became outdated overnight. Lees meer

   Motley Fool analyst Rachel Warren talks with Cornelia Choe — international leadership expert, former Morgan Stanley private equity investor, and co-author of The Panoramic Leader — about the hidden warning signs that a management team is operating on autopilot, the three questions she uses to immediately assess whether leadership is truly on top of what's happening, and why in a world where AI has commoditized knowledge, the executives who can see around corners will be the ones worth betting on.

   Host: Rachel Warren

   Guest: Cornelia Choe

   Producers: Bart Shannon, Lauren Budabin

   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

3. Financial Horror Stories, Vol. 5: The All-Monster Edition

   31 oktober 2026 · 56 min

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   The witching hour approaches! For the fifth consecutive year, Motley Fool financial planning expert Robert Brokamp joined Motley Fool co-founder David Gardner on his Rule Breaker Investing podcast to tell tales of financial terror. For this Halloween episode of the Hidden Gems Investing podcast, we’re airing this year’s tales of seven financial frights. Lees meer

   A haunted house full of lessons. From retirement accounts with skeletons in their closets to terrifying tax traps and dangers hiding in plain sight, David and Bro venture into the dollar-denominated dungeon—and share a few tricks for escaping with your wealth, and your wits, intact.

   Enter this Hidden Gems/Rule Breaker crossover episode -- if you dare!

   Host: David GardnerGuest: Robert Brokamp, CFP®, EAEngineer: Bart Shannon

   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

4. Is Wall Street Turning on AI?

   30 oktober 2026 · 41 min

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   Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments, and what these developments mean for investors. Plus, five hypothetical blockbuster acquisitions and two AI infrastructure stocks worth watching. Lees meer

   Travis Hoium, Jason Hall, and Asit Sharma discuss:

   - Alphabet’s AI Selloff

   - Big Tech Cash Flow

   - Anthropic’s IPO Filing

   - AI Infrastructure Risks

   - Blockbuster Acquisition Ideas

   - Stocks on Our Radar

   Companies discussed: Alphabet (GOOGL), Microsoft (MSFT), Oracle (ORCL), CoreWeave (CRWV), Apple (AAPL), Meta Platforms (META), Amazon (AMZN), Broadcom (AVGO), Disney (DIS), Tencent (TCEHY), Netflix (NFLX), McDonald's (MCD), Chipotle Mexican Grill (CMG), Coca-Cola (KO), Nvidia (NVDA), Taiwan Semiconductor Manufacturing (TSM), Samsung Electronics (005930.KS), Adobe (ADBE), Figma (FIG), Berkshire Hathaway (BRK.B), Costco (COST), Ciena (CIEN), Marvell Technology (MRVL), Lumentum (LITE).

   Host: Travis Hoium

   Guests: Jason Hall, Asit Sharma

   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 ret…

5. Alphabet Almost Sets a Record No One Wants

   29 oktober 2026 · 24 min

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   Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about the two big reports, as well as some lesser-known companies downstream that are benefitting from massive AI infrastructure spend. Finally, the team closes discussing things from the world of mergers and acquisitions. Lees meer

   Have a question? Email us; podcasts@fool.com

   Tyler Crowe, Jon Quast, and Matt Frankel discuss:

   -Alphabet’s spending continues to go up

   -Microsoft is rewarded for having more moderate capex

   -Why investors are worried about GE Vernova’s massive backlog

   -Why KLA Corp has an amazing tailwind

   -What could potentially be the start of a troubling trend for Sterling Infrastructure

   -Rumors of Marvell Technology acquiring Lumentum and other M&A deals

   Companies discussed: Alphabet (GOOG)(GOOGL), Microsoft (MSFT), GE Vernova (GEV), KLA Corp (KLAC), Sterling Infrastructure (STRL), DoorDash (DASH), Instacart (CART), Marvell Technology (MRVL), Lumentum (LITE), NextEra Energy (NEE), Dominion Energy (D), AMD (AMD)

   Host: Tyler Crowe

   Guests: Matt Frankel, Jon Quast

   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 co…

6. Is Robinhood Stock Too Expensive?

   28 oktober 2026 · 18 min

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   Robinhood's growth is slowing, but new products and subscription revenue could offer a path forward. Oracle is diversifying beyond Nvidia as competition in AI chips heats up. Meanwhile, Microsoft's latest voluntary buyout offers raise questions about how Big Tech will fund its massive AI investments and whether artificial intelligence is actually making companies more efficient. Lees meer

   Travis Hoium, Lou Whiteman, and Matt Frankel discuss:

   - Robinhood's Slowing Growth

   - Gold Momentum

   - Oracle's AI Chip Strategy

   - Nvidia's Growing Competition

   - Microsoft's Voluntary Buyouts

   - Growth or Cost Cuts?

   Companies discussed: Robinhood (HOOD), SoFi Technologies (SOFI), Charles Schwab (SCHW), Interactive Brokers (IBKR), DraftKings (DKNG), Oracle (ORCL), Nvidia (NVDA), Alphabet (GOOGL), Taiwan Semiconductor Manufacturing (TSM), Broadcom (AVGO), Microsoft (MSFT), Block (XYZ)

   Host: Travis Hoium

   Guests: Lou Whiteman, Matt Frankel

   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 c…

7. SoFi’s Earnings Shine While PayPal & Boeing’s Earnings Look “Meh”

   27 oktober 2026 · 23 min

   Afspelen
   When a bank’s earnings cause the stock to pop more than 15%, then something definitely went right. At least that is what appears to have happened at SoFi this most recent quarter thanks to an earnings beat and raised guidance. Matt, Lou, and Tyler look at the highlights of the earnings reports and poke some holes into the thesis. Plus, Paypal’s earnings show a company in search of different shareholders, who’s to blame for Boeing’s persistent earnings misses, and why Instacart may be in a rush to close a deal. Lees meer

   Have a question? Email us; podcasts@fool.com

   Tyler Crowe, Lou Whiteman, and Matt Frankel discuss:

   - SoFi’s earnings and why the market can’t make up its mind about the stock.

   - PayPal is a cash generator that no one seems to want

   -Boeing runs to production problems (again)

   -Are airlines going to have less appetite for new planes soon?

   -Instacart is shopping itself to potential buyers

   Companies discussed: SOFI, PYPL, BA, EADSY, RTX, GE, JBLU, DAL, CART, DASH, UBER

   Host: Tyler Crowe

   Guests: Matt Frankel, Lou Whiteman

   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 thi…

8. Anthropic’s $500 Billion Question

   26 oktober 2026 · 19 min

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   Anthropic's highly anticipated IPO filing reveals explosive growth, surprisingly strong financials, and nearly $500 billion in future AI computing commitments. Meanwhile, Meta looks to raise $95 billion as AI infrastructure companies face mounting financing pressures. Plus, Verizon delivers strong earnings, but investors remain worried about competition from SpaceX's Starlink. Lees meer

   Travis Hoium, Lou Whiteman, and Matt Frankel discuss:

   - Anthropic's IPO Filing

   - AI Computing Commitments

   - Meta's $95 Billion Fundraise

   - Neocloud Financing Challenges

   - Verizon's Strong Earnings

   - Starlink's Wireless Threat

   Companies discussed: Alphabet (GOOGL), Amazon (AMZN), Microsoft (MSFT), Meta Platforms (META), CoreWeave (CRWV), Nebius Group (NBIS), MercadoLibre (MELI), Verizon Communications (VZ), AT&T (T), T-Mobile US (TMUS)

   Host: Travis Hoium

   Guests: Lou Whiteman, Matt Frankel

   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

   …

9. America's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street

   25 oktober 2026 · 26 min

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   The wealthiest people in America aren't who you think they are. Together, they have more net worth than the Forbes 400 by a factor of ten — and almost no one has heard of them. Motley Fool analyst Rachel Warren talks with Eric Zwick, professor of economics at the University of Chicago Booth School of Business and co-author of The Everywhere Millionaire, about the decade of research that rewrote what he thought he knew about wealth, inequality, and the American economy. Lees meer

   They get into who actually makes up the top one percent, what these Main Street millionaires can teach public market investors about capital allocation and competition, and the economic indicators worth watching right now if you want to track the health of the businesses that actually power most of the country.

   Host: Rachel Warren

   Guest: Eric Zwick

   Producers: Bart Shannon, Lauren Budabin

   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 megap…

10. When to Contribute or Convert to a Roth Account

    24 oktober 2026 · 24 min

    Afspelen
    There’s an old saying about investing: It’s not what you make, it’s what you keep. Because you aren’t the only owner of your portfolio; you have a co-owner named Uncle Sam, and he eventually will want his share in the form of taxes. Lees meer

    However, you can limit how much of your returns you lose to taxes by investing in a Roth retirement account, which offers tax-free growth and withdrawals. But there’s a trade-off: In a year when you contribute or convert to a Roth, you usually pay more in income taxes.Host Robert Brokamp discusses when a Roth makes sense with Wade Pfau, the founder of RetirementResearcher.com, the director of retirement research at McLean Asset Management, the co-host of the Retire With Style podcast, and the author of more than 60 research articles and four books, including “The Retirement Planning Guidebook.”

    Topics covered:-Who should contribute or convert to a Roth account-Why thinking just in terms of tax brackets doesn’t paint the whole tax picture-The sometimes faulty assumptions made by online tools-Why Roth accounts benefit retirees who may be subject to substantial required minimum distributions or Medicare surcharges-What types of investments are best for Roth accounts

    Host: Robert Brokamp, CFP®, EAGuest: Wade Pfau, Ph.D., CFA, RICPEngineer: Bart Shannon

    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 adverti…

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