World Model · podcast knowledge graph

2 Hidden Businesses to Watch as AI Keeps Heating Up

2026-07-13 · 20 min · 8 entities

Asserted relationships

  • → appeared on Motley Fool Hidden Gems Investing podcast
    0.82
    evidence rules-v5
    Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth
  • → hosted by The Motley Fool person
    0.55
    evidence rules-v5
    Feed author/publisher: The Motley Fool
  • → discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • → discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

Entities found in this episode

persons 3

  • mentioned Jon QuastGuests person
    0.86
    evidence rules-v5
    Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth
  • mentioned The Motley Fool person
    0.70
    evidence rules-v5
    Feed author/publisher: The Motley Fool
  • hosted by The Motley Fool person
    0.55
    evidence rules-v5
    Feed author/publisher: The Motley Fool

companys 2

  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business

concepts 2

  • mentioned Investing concept
    0.50
    evidence rules-v5
    Feed category: Investing
  • discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

podcasts 1

Episode description as stored
Many investors feel like the AI trend peaked and some AI stocks are taking it on the chin in response. However, Taiwan Semiconductor is showing an accelerated growth rate and Meta Platforms is nearly doubling the scope of one of its important data centers, suggesting the AI buildout is still on. In light of this, Matt and Rachel each highlight a hidden company that can benefit from the trends. Finally, Jon throws a question to them from a listener regarding selling stocks to pay for school, avoiding student loan debt. Jon Quast, Matt Frankel, and Rachel Warren discuss:-Taiwan Semiconductor’s accelerated growth in June-Meta Platforms’ greatly expanded data center in Louisiana-How Comfort Systems USA benefits from the trends-How Celestica benefits from the trends-Listener question: Should I sell stocks to pay for school? Companies discussed: Taiwan Semiconductor Manufacturing (TSM), Meta Platforms (META), Comfort Systems (FIX), Celestica (CLS) Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices