Our Pulse On the Stock Market Today

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 15 May 2026

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

A look back on what we learned from earnings season, what is hot (and what is not) in the market, and a debate over whether or not inflation can halt the rally. Travis Hoium, Jason Moser, and Lou Whiteman discuss: - What worked (and what didn’t work) this earnings season - What’s wrong with restaurant and apparel stocks? - Should inflation talk worry investors? - Plus, the stocks on our radar Companies discussed:. CBRS, NKE, CHRW, SBUX, DRI, CAVA, DECK, ONON, ISRG, GEH Host: Travis Hoium Guests: Jason Moser, 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

Transcript

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0:00.0	IPOs are hot again.
0:03.5	Welcome to Motley Fool Hidden Gems Investing.
0:09.8	Welcome to Motley Fool Hidden Gems Investing.
0:11.9	I'm Travis Hoym, joined today by Jason Moser and Lou Whiteman.
0:16.1	And guys, there is a lot going on in the market.
0:19.0	We are through earnings season, so we don't have quite as
0:21.5	many numbers to talk about. But we've gotten inflation data. We've got the market going absolutely
0:27.2	crazy. So, Lou, I wanted to start with you. When you look at where we are in this market,
0:33.0	there's so many pieces that seem to kind of be pulling in different directions.
0:38.6	Inflation data was really high this week. We saw interest rates jump. That seems bad.
0:43.4	But at the same time, earnings are relatively strong. We have this AI trade that is going
0:48.4	absolutely crazy. So where are you seeing opportunities and threats and just kind of what's your pulse of the market right now?
0:56.4	So it's amazing for all the time we spend talking about so many different things like inflation, like jobs numbers, all of this, GDP.
1:04.0	The market has blinders and the market really only cares about earnings, right?
1:09.4	And earnings has done very well, despite all of it.
1:12.6	S&P 500 earnings were up 28% year over year on average.
1:16.6	That's the six consecutive quarter of double digit profit growth.
1:20.6	That's margin growth.
1:21.6	It's partially AI efficiency, but the real story here is that pricing power that we first,
1:26.6	that companies first started exploring during
1:29.2	the pandemic has been sticky.
1:31.9	And companies had a lot more pricing power than they might have realized.
	...

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