The New Villian in Tech

In this occurrence of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Jon Quast, and Lou Whiteman discuss:

• AI, the villain.

• Why representation costs deed Apple.

• Who says "Enough"?

• Is determination rationality successful tech?

• Disruptive oregon sustaining innovation.

• Stock connected our radar.

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Missed Nvidia successful 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. For the archetypal clip successful years, that aforesaid "Total Conviction" awesome is flashing for a institution 1/100th the size of Nvidia. Continue »

A afloat transcript is below.

Don't miss this 2nd accidental astatine a perchance lucrative accidental

Ever consciousness similar you missed the vessel successful buying the astir palmy stocks? Then you'll privation to perceive this.

On uncommon occasions, our adept squad of analysts issues a "Double Down" stock recommendation for companies that they deliberation are astir to pop. If you're disquieted you've already missed your accidental to invest, present is the champion clip to bargain earlier it's excessively late. And the numbers talk for themselves:

• Nvidia: if you invested $1,000 erstwhile we doubled down successful 2009, you'd person $547,840!*

• Apple: if you invested $1,000 erstwhile we doubled down successful 2008, you'd person $60,098!*

• Netflix: if you invested $1,000 erstwhile we doubled down successful 2004, you'd person $395,679!*

Right now, we're issuing "Double Down" alerts for 3 unthinkable companies, disposable erstwhile you join Stock Advisor, and determination whitethorn not beryllium different accidental similar this anytime soon.

See the 3 stocks »

*Stock Advisor returns arsenic of July 6, 2026

This podcast was recorded connected June 26, 2026.

Travis Hoium: Is AI the caller villain connected Main Street? Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Hidden Gems Investing. I'm Travis Hoium, joined contiguous by Lou Whiteman and Jon Quast. Guys, the large communicative of the week. I deliberation we got to commencement with Apple. They've raised prices, and this is partially an Apple story, Lou. I'm looking for a caller computer. I'd emotion to get 1 of those Mac Studios erstwhile they get the caller processors expected to travel retired successful the adjacent fewer months. But the prices conscionable went up, and they went up a important amount. What successful the satellite is going on?

Lou Whiteman: Tim Cook got that occupation due to the fact that helium was the proviso concatenation guru. He says he's ne'er seen thing similar this successful 40 years. The occupation is representation costs, and that's each astir AI. As Travis said, Apple conscionable announced a immense across-the-board terms hike. Memory is the culprit here. We cognize information centers request video chips, but they besides request a batch of different things, including they are devouring the proviso of the world's caller memory. Simple laws of proviso and request are kicking in, and it's raising prices for everyone. The world present is adjacent worse due to the fact that AI wants a peculiar memory, and companies similar Micron are racing to marque that and not the representation for phones conscionable due to the fact that it's higher margin. But that's the idea. There is abruptly a ton of request and request from affluent pockets, and it is affecting prices successful a large way.