Chip Stocks and Bank Earnings Extravaganza

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 16 April 2026

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

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Summary

Motley Fool contributors Jason Hall, Jon Quast, and Matt Frankel discuss financial news that investors should know about. On today’s show, this includes recent financial results from banking giants Bank of America (NYSE:BAC) and Charles Schwab (NYSE:SCHW), and key "picks and shovels" providers in the semiconductor industry, Taiwan Semiconductor (NYSE:TSM) and ASML (NASDAQ:ASML). They end the show discussing three stocks they are most-looking-forward to hearing from this earnings season: Stock 1, Stock 2, and Stock 3. Jason Hall, Jon Quast, and Matt Frankel discuss: -Bank of America and Schwab Q1 results -TSMC and ASML's first quarter, and the implications for AI -3 stocks the hosts are most-looking-forward to seeing report this quarter Companies discussed: Bank of America (BAC), Charles Schwab (SCHW), Taiwan Semiconductor (TSM), ASML (ASML), Lyft (LYFT), Uber (UBER), Goldman Sachs (GS), Nvidia (NVDA), Toast (TOST) Host: Jason Hall Guests: Jon Quast, Matt Frankel 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	Earning season has kicked off, and we have updates from the biggest names in banking and
0:09.4	semiconductors to digest.
0:11.5	This is Motley Fool Money. Welcome to Motley Fool Money with the Hidden Jim's team. I'm Jason Hall filling in for Tyler Crow
0:25.0	today, and I'm joined by Fool contributors that you guys hear a lot from here, John Kwas, Matt
0:30.4	Frankel. Before we get into the show, though, guys, something important I'm going to need to talk about.
0:35.6	If you've been feeling uneasy about your portfolio
0:38.2	lately, let's be honest. Who hasn't? Our CEO, Tom Gardner, went live earlier today with something
0:44.5	he's been building for months to address exactly that. If you haven't seen it yet, go to epicportfolio.fool.com.
0:52.0	If you're already an epic member, check your account.
0:54.6	You might already have access.
0:56.0	Again, that website, it's epicportfolio.fool.com.
1:00.3	Let's get into it here.
1:01.7	We've already talked about Goldman Sachs earlier this week.
1:04.7	Matt, you're back from a Motley Fool event, and you're one of our bank experts here.
1:10.0	You've owned Bank of America longer than any other bank
1:12.1	in your portfolio. It's also become the largest bank holding that you have. How was the quarter?
1:18.3	They had a pretty excellent quarter. They beat estimates on both the top and bottom lines
1:22.5	and pretty much everywhere else throughout their business. Their earnings were up 17% year every year.
1:28.5	That interest income beat expectations, trading revenue, investment banking fees, asset management
1:33.6	fees. They were all better than expectations, all increased. Equity's trading was really
1:38.4	strong. It grew 30% year every year. It's not surprising given how volatile the market's
1:43.6	been. People trade more when the market's been. People trade more
	...

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