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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

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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.

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We dig deep into Alphabet, the tech giant that has become so much more than search. To start, we cover whether search is being disrupted and then cover the adjacent businesses like YouTube and Google Cloud that may have more power than you think. To end the show, we discuss some hidden gems in Alphabet’s portfolio that you may not realize are worth hundreds of billions of dollars.

Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- The search core

- YouTube’s scale and potential

- Google Cloud’s growth

- Hidden gems we’re excited about

Companies discussed: Alphabet (GOOG), Tesla (TSLA), Netflix (NFLX).

Host: Travis Hoium

Guests: Lou Whiteman, Rachel Warren

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.

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Chinese electric vehicles are quickly becoming a dominant force in the industry. Rapid growth is putting these cars on the map worldwide, but it hasn’t necessarily translated into profits. We take a listener question as a chance to dive into the Chinese Electric vehicle industry, the investability of these new vehicle manufacturers, and how it may shape or change our view of investing in the automotive industry writ large

Tyler Crowe, Lou Whiteman, and Jason Hall discuss:

- The rapid growth of Chinese electric vehicles

- The increasing competitive landscape and how it impacts the investability of the sector

- Whether the rise of Chinese EVs change the investment thesis in American automakers

- Our most attractive stocks in the automotive industry today

Companies discussed: BYDDF, GELYF, SAIC, TSLA, GM, F, GTX, RACE, ORLY

Host: Tyler Crowe

Guests: Lou Whiteman, Jason Hall

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.

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Motley Fool contributors Jon Quast, Rachel Warren, and Jason Hall discuss financial news that investors should know about. On today’s show, this includes recent financial results from investing bank Goldman Sachs as well as the U.S. blockade in the Strait of Hormuz. Finally, the team ends the show with a question from a listener regarding SpaceX’s upcoming IPO.Jon Quast, Rachel Warren, and Jason Hall discuss:-Goldman Sach’s Q1 2026 financial report-Economic trends to watch during earnings season-The impacts from new U.S. blockades-A listener question about SpaceX and major stock indicesCompanies discussed: Goldman Sachs (GS), JPMorgan Chase (JPM), Bank of America (BAC), Cheniere Energy (LNG), S&P Global (SPGI), Nasdaq (NDAQ)

Host: Jon QuastGuests: Jason Hall, Rachel WarrenEngineer: Bart Shannon

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
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