07 Jul 2025
19m

Dinosaurs Roar for Comcast and CoreWeave Goes Shopping

Podcast cover

Motley Fool Hidden Gems Investing

In this episode of Motley Fool Money, Andy Cross and Jason Moser discuss several business and market news items. They begin with the success of Universal's "Jurassic World Rebirth" and its implications for Comcast, followed by a discussion of Netflix's growing anime viewership. The conversation shifts to CoreWeave's acquisition of CoreScientific and the potential impact on the AI data center market, including an analysis of the deal's structure and market sentiment. Finally, they analyze Oracle's price cuts for U.S. government cloud services and its competitive positioning. The episode concludes with Cross and Moser highlighting Samsara (IOT) and Howmet (HWM) as two stocks they are closely watching for potential investment opportunities if the price is right.

Outlines

Sign in to continue reading, translating and more.

Open full episode in Podwise