AI Expectations Hit a Fever Pitch

Every quarter recently, semiconductor stocks keep churning out incredible numbers. And every quarter, it seems as those companies somehow “miss expectations”. The most recent example was when Samsung Electronics reported a 1,900% increase in profits, the stock dropped so much it halted trading on the Korean composite index. Lou, Matt, and Tyler dig into the expectations game Wall Street is playing and the underlying trends still supporting it. Plus, defense companies are making moves at the NATO summit and investor questions. Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Samsung’s big profits and big stock drop - Amazon’s $25 billion debt deal - Lockheed Martin goes underwater - Are defense companies ready for the changing landscape? - Mailbag: How to navigate the Sunk Cost Fallacy? Companies discussed: SSLNF, MU, HXSCL, AMZN, GOOG, LMT, NOC, KTOS, AVAV, LHX, BOC, RKLB Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd 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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(2257)

What History Teaches Us About Today’s Market

There’s no question artificial intelligence is the next big paradigm shift in technology, but how that shift plays out could determine how investors can make money. We discuss what we can learn from t...

10 Jul 40min

Meta Has Been Busy

It’s not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these n...

9 Jul 27min

Oil Pulls the Market Lower Again

Oil rose sharply early on Wednesday and the market didn’t like what it saw. But oil may not be the big driver of stocks that it was a few months ago and the pullback may simply be a healthy breather f...

8 Jul 23min

Are Index Funds Making the Market “Irrational”?

Matt, Rachel, and Jon talk about SK Hynix’s upcoming U.S. IPO, explaining what high-bandwidth memory is and which companies could potentially benefit from the company’s IPO proceeds. The Motley Fool H...

6 Jul 27min

The Man Who Survived 47 Days on a Raft Has a Lesson for Every Investor

Every market downturn will test you. Not your strategy, not your portfolio — you. And the investors who come out the other side aren't the ones who had the best picks going in. They're the ones who le...

5 Jul 24min

Declare Your Financial Independence!

It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. Since it’s July 4th, we thought it fitting that this month we focus on fi...

4 Jul 21min

Behind Wall Street’s Scorching Quarter

Q2 2026 was the best year on Wall Street since 2020 and AI led the way. But the gains weren’t evenly distributed and we discuss what’s sustainable and what’s not in the market. Plus, we discuss Meta b...

3 Jul 41min