AI, Superman, and Solar’s Kryptonite

In this episode of Motley Fool Money, Anand Chokkavelu, Jason Hall, and Matt Frankel discuss various investment opportunities and market trends. They begin by exploring AI-related investments, including data centers, hyperscalers like AWS and Microsoft Azure, and REITs such as Digital Realty and Equinix, while also considering the energy demands of AI and the potential of companies like Brookfield Renewable. The conversation shifts to the energy industry implications of the recent "big beautiful bill," analyzing winners and losers in the solar, wind, and nuclear sectors, with companies like Canadian Solar, Sunrun, Tesla, and Constellation Energy being mentioned. Later, they rank the intellectual property value of media giants like Warner Bros. Discovery, Comcast, Disney, and Netflix, debating their respective strengths and weaknesses. Finally, they share stocks on their radar, including Church & Dwight and SoFi, and discuss the marketing phenomenon of Amazon's Prime Day, comparing it to other invented commercial events.