SpaceX IPO Nears and Retail Makes a Comeback

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

• SpaceX S-1.

• Nvidia earnings.

• Target’s and Walmart’s results.

• Software’s comeback.

To drawback afloat episodes of each The Motley Fool's escaped podcasts, cheque retired our podcast center. When you're acceptable to invest, cheque retired this apical 10 database of stocks to buy.

Will AI make the world's archetypal trillionaire? Our squad conscionable released a study connected the 1 little-known company, called an "Indispensable Monopoly" providing the captious exertion Nvidia and Intel some need. Continue »

A afloat transcript is below.

Should you bargain banal successful Nvidia close now?

Before you bargain banal successful Nvidia, see this:

The Motley Fool Stock Advisor expert squad conscionable identified what they judge are the 10 champion stocks for investors to bargain now… and Nvidia wasn’t 1 of them. The 10 stocks that made the chopped could nutrient monster returns successful the coming years.

Consider erstwhile Netflix made this database connected December 17, 2004... if you invested $1,000 astatine the clip of our recommendation, you’d person $463,900!* Or erstwhile Nvidia made this database connected April 15, 2005... if you invested $1,000 astatine the clip of our recommendation, you’d person $1,294,401!*

Now, it’s worthy noting Stock Advisor’s full mean instrumentality is 978% — a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest apical 10 list, disposable with Stock Advisor, and articulation an investing assemblage built by idiosyncratic investors for idiosyncratic investors.

See the 10 stocks »

*Stock Advisor returns arsenic of May 30, 2026.

This podcast was recorded connected May 22, 2026.

Travis Hoium: The SpaceX IPO is astir here. 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 quality of the week is that SpaceX's S1 is out, if you're not acquainted with an S1. This is the papers that gives each the fiscal information, the full addressable market. Maybe thing we'll speech astir with SpaceX. Basically, each the financials, each the things that we've been speculating connected for years, are present public, and this is the past large happening earlier the institution really goes public. Jon, I privation to commencement with you, and I'm conscionable going to commencement this wide open. This is simply a multi-hundred-page document. What's stuck retired to you?

Jon Quast: Well, the large happening that stuck retired to me, ignoring everything else, is that I deliberation that we thought that this was going to beryllium a rocket institution that had a small spot of AI connected the side. But really, the S1 is pointing to this: this is an AI-first institution that dabbles successful rockets. I don't privation to beryllium excessively bombastic successful stating it that way, but look, it has a full addressable marketplace that it's putting retired determination of 28.5 trillion. We tin speech astir that each time long. But 80% of that TAM is for endeavor AI. That is extraordinary, but it's putting its wealth wherever its rima is here, 76% of first-quarter superior expenditures going to AI. In different words, what it is spending successful AI is much costly than putting rockets into space. This is simply a precise large astonishment to me.