The Week's Growth Wasn’t Enough For Wall Street

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 13 February 2026

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

We saw a rush of earnings reports this week and while results looked solid, stocks often cratered on fear of AI and disruption. We discuss our takeaways and where there may be value for investors. Then we discuss how a tiny company took a bite out of trucking and logistics stock this week, plus stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - The top earnings reports of the week. - Artificial intelligence coming for trucking stocks? - We debate: Value or falling knife? - Stocks on our radar Companies discussed: Shopify (SHOP), Workday (WDAY), Adobe (ADBE), Spotify (SPOT), Pinterest (PINS), Intuit (INTU) Cloudflare (NET), Airbnb (ABNB), Ferrari (RACE). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser 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're in the heart of earning season, so what did we learn?
0:07.0	Motley full money starts now. Everybody needs money.
0:27.8	That's why they call it money.
0:32.1	The best things in life are free,
0:33.5	but you can give them to the birds and bees.
0:36.6	From Fool Global headquarters, this is Motley Fool Money.
0:40.4	Welcome to Motley Full Money.
0:41.3	I'm Travis Hoyum, joined today by Jason Moser and Lou Whiteman.
0:45.1	And guys, this is really when earnings season kicks into high gear for a lot of the companies that we follow.
0:50.5	So we're going to do kind of a rapid fire look at some of the popular companies, you know,
0:55.1	disruptive companies and find out what we learned from the quarter. Jason, what did we learn from
1:01.3	Cloudflare? And maybe first, what in the world does Cloudflare do? That's a good question.
1:07.7	It's kind of, it's kind of like, hey, what does Salesforce do, right? And I guess
1:11.1	Yeah, it's everywhere, but we don't necessarily see it. The proper answer, it does a little
1:16.0	bit of a lot of stuff, but primarily it's seen as a content delivery platform focuses on
1:21.7	application development. And most importantly, I think in today's day and age, cybersecurity. There is a big
1:29.7	cybersecurity dynamic to Cloudflare. And it's one we even talk a lot about in our Quantum Leap
1:36.0	Service, thinking about beyond classical computing and into that post-quantum cryptography stage
1:42.7	of life that we will ultimately hit, Travis. Cloudflare is a company that
1:46.9	is working to protect us on that front as well. But that's the answer in a nutshell. And I think
1:54.3	this was another good quarter that showed that the language we had been talking, we've been using
2:00.6	over the last couple of years
	...

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