A New Chapter in AI’s Most Powerful Partnership

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 27 April 2026

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jon Quast, Matt Frankel, and Rachel Warren discuss: -Financial results from Domino’s Pizza and what it tells us about the economy -Microsoft and OpenAI modify the terms of their partnership -Qualcomm gets a boost from reported plans for an AI-native phone -Mailbag: Why is the stock price not matching the business results? Companies discussed: Domino’s Pizza (DPZ), OpenAI, Microsoft (MSFT), Qualcomm (QCOM), Nike (NKE), Unity (U) Host: Jon Quast Guests: Matt Frankel, Rachel Warren 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

Transcript

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0:00.0	We have a new chapter in AI's most powerful partnership. You're listening to Motley Fool Hidden Gems
0:07.0	Investing. Welcome to Motley Fool Hidden Gems Investing. I'm John Quas, and I'm joined today by
0:14.2	Fool contributors Matt Frankel and Rachel Warren. We have some news in AI, and we don't want
0:20.1	to bludgeon you with it, but when these
0:21.7	companies are growing as fast as they are, we have to talk about it when there's a significant
0:25.6	development. And there is. And we're going to get to that. But first, we wanted to kick off
0:30.7	our show. We are in earnings season. And one of our companies just reported this morning, and that's Domino's Pizza, reporting
0:39.8	its first quarter, 2026 results this morning, and the stock is down. We do want to look
0:46.7	at this company because as the largest pizza chain in the world, it can really tell us a lot
0:51.9	about what's going on in the world and in the state of the
0:55.3	economy. So, Rachel, what did the Q1 results show us? Yeah, this is one of those companies
1:00.7	that you can look at is something of a bellwether for consumer spending, certainly within
1:05.7	the food industry. So Q1 results, they actually missed on both the top and bottom lines, although not
1:11.7	by that much. So adjusted earnings came in at $4.13 per share against the $4.28 expected.
1:18.9	Revenue hit about $1.2 billion, or $1.15 billion, to be exact, that was trailing the $1.17 billion
1:25.9	mark that Wall Street was looking for.
1:27.8	So again, very slight misses. It's worth noting total revenue actually rose about 3.5%. That was
1:35.0	thanks to a range of factors, including new store openings. U.S. growth was actually just a 0.9%.
1:41.9	International sales actually dipped slightly. So we're seeing some of these mixed
1:46.4	results. I do think it signals that even a business has stalwart as this one, historically speaking,
1:53.0	might be feeling a bit of a squeeze as customers are cutting back on discretionary spending.
1:59.0	Yeah, I mean, management is, they're sending good signals to the market that they believe in
	...

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