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cover of episode Stock of the Summer and Unsung CEOs

Stock of the Summer and Unsung CEOs

2025/5/23
logo of podcast Motley Fool Money

Motley Fool Money

AI Deep Dive Transcript
Topics
Jason Moser: 我认为OpenAI与Jony Ive的合作是必然趋势。考虑到苹果公司在人工智能领域的进展缓慢,这次合作可能会对苹果构成威胁。然而,开发出能够改变消费者行为的创新设备需要很长时间,面临巨大挑战。 Bill Mann: Jony Ive对iPhone的看法很有趣,他似乎对科技过度入侵人们的生活感到不满。我好奇他们将如何开发出侵入性更小的人工智能技术。目前,这还处于产品前期阶段,我们不清楚他们的具体计划。

Deep Dive

Shownotes Transcript

Memorial Day means mowing the lawn and grilling – while you’re outside we’ve got a company to keep in mind and a few CEOs worth watching.

(0:21): Jason Moser and Bill Mann discuss:

  • What Jony Ive and Sam Altman are cooking up for hardware with OpenAI and io.

  • MercadoLibre’s founder and CEO Marcos Galperin stepping down, and the unsung CEOs that should be getting more love.

  • Target’s continued retail woes, and how Home Depot and Lowe’s are holding up until the macro tailwinds return.

(19:11) With summer officially kicking off, we thought it was a good time to catch up with Trex CEO Bryan Fairbanks. Motley Fool analysts Andy Cross and Sanmeet Deo caught up with Fairbanks about the war on wood decks, how the company is handling tariffs, and why he expects business to boom as the macro picture clears up.

(33:19) Jason and Bill break down two stocks on their radar: Warby Parker and Pinduoduo.

Stocks discussed: AAPL, MELI, TGT, HD, LOW, TREX, WRBY, PDD,

Host: Dylan Lewis

Guests: Jason Moser, Bill Mann, Bryan Fairbanks

Engineers: Dan Boyd

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