In this episode of the podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Jon Quast delve into:
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The overlooked treasures of AI.
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The potential sale of TikTok.
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Current investment opportunities.
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Meta‘s aspirations in AI technology.
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A detailed transcript follows.
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This podcast episode was recorded on September 26, 2025.
Travis Hoium: What are the hidden opportunities available in the stock market, especially regarding artificial intelligence? Let’s kick off this edition of Motley Fool Money.
Welcome to Motley Fool Money. I’m Travis Hoium, joined by Lou Whiteman and Jon Quast. We undoubtedly need to discuss artificial intelligence to start, but instead of diving into the typical topics like Oracle‘s partnership with OpenAI or the current happenings at Google, let’s explore deeper issues. My query to you both is: what promising aspects in artificial intelligence should investors be aware of beyond the prominent names like NVIDIA?
Jon Quast: Travis, I prefer exploring opportunities that aren’t in the limelight. I find the underlying trends in the artificial intelligence sector to be more compelling. Interestingly, energy is catching my eye right now, which is unusual for me since I typically seek flashier investments. But according to the US Energy Information Administration, energy sector growth was merely 2% annually from 1990 to 2005. For the subsequent 15 years, growth stagnated. However, we are sliding back into a resurgence, reminiscent of the growth trends of the 1990s in electricity.
