IPO Season: Why Patience Is The Name of the Game
Written by Motley Fool Staff for The Motley Fool -> In this episode of Motley Fool Hidden Gems Investing , Motley Fool contributors Travis Hoium and Lou Whiteman, along with Motley Fool analyst Jason Moser, discuss: To catch full episodes of all The Motley Fool's free podcasts,
In this episode of Motley Fool Hidden Gems Investing , Motley Fool contributors Travis Hoium and Lou Whiteman, along with Motley Fool analyst Jason Moser, discuss:
To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy .
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 926%* — a market-crushing outperformance compared to 203% for the S&P 500.
They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor.
Travis Hoium: It's IPO season, and we're going public with our takes. Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Hidden Gems Investing . I'm Travis Hoium today, joined by Lou Whiteman and Jason Moser. Guys, we are going to get to the IPOs that are coming up. They're coming fast and furious, and the numbers are huge.
But I did want to get your thoughts on the market today, because the entire story over the past few months has been everything AI-related, these bottlenecks, these stocks are going absolutely crazy. Today, the Nasdaq, as we're recording, down almost 3%. The Dow, interestingly, close to flat. Some of these unloved industrial stocks, not doing all that much, but these hot technology stocks are just taking it on the chin. What do you think is going on today, and is this a real reverse or just a one-day phenomenon?
Lou Whiteman: Dow's saying, "How do you like me now?" with all of that. Look, this is arguably healthy, is one read on it, because when one thing goes up indefinitely, it's bound to not last forever. If we can have some leveling off during a bull market, that is sustainable for a bull market. Nasdaq is up 3% over the last month, even with today. Whether or not this is the beginning of the end or just a blip, we'll see. None of us know that. I think what we're learning is, and this is all coming off of Broadcom — and we were talking about this as far back as Nvidia — t he market is less impressed quarter to quarter with pretty amazing AI-related numbers. We're just, I don't know if we've normalized it or we've come to expect it, or we just believe this is great, but even if it plateaus for a while, it can't keep going up forever, maybe all of the above, but we're just not getting as much juice out of the day-to-day AI trade at least this week as we have. Again, does that continue? Tell me what AI does in the next few weeks. Tell me when Anthropic releases their actual.
