The Market’s New High Is Anything but Blah

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 17 April 2026

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

As earnings season gets underway, the S&P 500 has soared past 7,000 for the first time. Our team reflects on the market’s rapid rebound as well as dissects the important financial reports we’ve received so far. Trends in digital advertising and generative AI are discussed. And the team parses news from noise in recent press releases before ending with stocks on our radar. Jon Quast, Lou Whiteman, and Asit Sharma discuss: - Netflix’s Q1 2026 financial results - Broad takeaways from some big banks - Meta Platforms catching up to Alphabet - Alphabet catching up to OpenAI - Blah blah blah day – news from noise - The market’s new high – lessons we’ve learned - Stocks on our radar Companies discussed: Netflix (NFLX), Alphabet (GOOG)(GOOGL), Amazon (AMZN), Meta Platforms (META), Charles Schwab (SCHW), JP Morgan Chase (JPM), Wells Fargo (WFC), Bank of America (BAC), Citigroup (C), Rocket Lab (RKLB), Caterpillar (CAT), Snap (SNAP), Broadcom (AVGO), Yum! Brands (YUM), LPL Financial (LPLA), Leidos (LDOS), Host: Jon Quast Guests: Lou Whiteman, Asit Sharma 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

Click on a timestamp to play from that location

0:00.0	The stock market is hitting a new all-time high, and things are anything but blah in the world of investing.
0:11.1	This is Motley Fool Money. Everybody needs money.
0:27.8	That's why they call it money.
0:30.0	The best things in life are free,
0:33.2	but you can give them to the pros and bees.
0:36.6	From Fool Global Headquarters, this is Motley Fool Money.
0:40.4	Welcome to Motley Fool Money.
0:42.3	I'm John Kwasth, filling in for Travis Hoym today, and I'm joined by full contributors
0:47.3	Lou Whiteman and full analyst Assets Sharma.
0:50.8	Guys, we're going to talk about so many things today.
0:52.9	We're going to talk about earnings and the market being at an all-time high. But first, we really wanted to hit this big earnings result. So earnings season is underway, and it's not a member of the Magnificent 7, but Netflix is an honorary member, I suppose we could say, of the magnificent 8.
1:11.8	It's really the first big, big company that's reported this earnings season came out yesterday
1:17.2	with financial results for the first quarter of 2026, and the stock is down today.
1:24.2	We have price increases during the quarter.
1:27.4	Growth seems to be slowing down.
1:29.2	Co-founder Reed Hastings is stepping down from the board of directors. Guys, what stood out to you
1:34.8	from this quarter? So I'll say for me, you know, the quarter, it was a beat, but it was kind of a
1:41.7	blah beat, right? Because a large part of that beat was this $2.8 billion termination fee they received from Warner Brothers Discovery.
1:49.9	Look, hey, that's great. That's real money. I wouldn't turn down $2.8 billion, but probably that's not sustainable, guys.
1:56.1	I don't want to predict your future, but we're probably not going to have a big deal termination.
1:59.8	It was more in line other than that.
2:02.1	And guidance, again, I think it was fine.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.