AI’s Most Dangerous Moment

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 10 April 2026

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

The first quarter of 2026 is in the rearview mirror and earnings season begins next week. We discuss what we’re looking for along with the latest in the world of artificial intelligence at the biggest companies in the world. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - Earnings season expectations - AI’s most dangerous moment - Is Meta back in AI? - Home run CEOs - Stocks on our radar Companies discussed: Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta Platforms (META), Crocs (CROX), Target (TGT), Snap (SNAP), Apple (AAPL), Nike (NKE), Disney (DIS). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast 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	Q1 has ended, so where does the market go from here? Motley full money starts now. The Everybody needs money.
0:27.8	That's why they call it money.
0:30.0	The best things in life are free,
0:33.5	but you can give them to the pros and bees.
0:36.6	From Fool Global Headquarters, this is Motley Fool Money.
0:40.3	Welcome to Motley Full Money.
0:41.3	I'm Travis Hoyam, joined today by Lou Whiteman and John Kwas.
0:45.4	And guys, believe it or not, the first quarter is over.
0:49.5	But the bad news is the Iran War is back on, oil is up.
0:53.6	The market's been volatile.
0:55.3	But now we're at least going into the phase where we get a little bit information about what's going on with companies.
1:01.0	So what are you thinking going into earning seasons starting next week, John?
1:05.5	It's starting next week? I thought we just ended.
1:08.4	It doesn't seem like it ever really ends.
1:10.5	But especially with this,
1:12.0	Q4 is a little bit delayed because it's the end of the actual year.
1:15.8	So it is just kind of like a four-month earning season for us.
1:18.9	Well, look, when it starts here, I'm definitely going to be looking at guidance.
1:23.0	Guidance is always arguably better than the earnings results themselves.
1:28.6	But here's the thing,
1:35.0	what kind of a state are companies actually into be issuing guidance? Look, there's not a lot that the opponents and the supporters of the president agree on, but I think that they're going to
1:39.2	agree with this statement. President Trump, there's chaos that always follows him. I think that it's particularly chaotic
	...

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