1 Chip Stock Making Bold Plans

1 hour ago 3

Motley Fool Staff, The Motley Fool

Sat, May 16, 2026 astatine 2:59 PM CDT 27 min read

In this occurrence of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss:

  • ARM Holdings’ and Advanced Micro Devices’ blowout earnings.

  • ARM’s ambitious caller extremity to physique its ain chips.

  • The bottlenecks to bringing connected caller spot capacity.

  • DoorDash’s net missing guidance.

  • Mailbag: Why bash Starbucks and Domino’s person antagonistic shareholder equity?

  • Mailbag: How volition the SaaSpocalypse impact Salesforce and Wix?

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A afloat transcript is below.

Don’t miss this 2nd accidental astatine a perchance lucrative accidental

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*Stock Advisor returns arsenic of May 11, 2026

This podcast was recorded connected May 7, 2026.

Tyler Crowe: We've got net galore connected Motley Fool Hidden Gems Investing. Welcome to the Motley Fool Hidden Gems Investing. I'm your host, Tyler Crowe, and contiguous I'm joined by longtime contributors Jon Quast and Matt Frankel. We're going to bash a full clump of net reactions contiguous due to the fact that it's been a engaged week related to earnings, and, of course, we're going to deed our mailbag astatine the extremity of the show.

First, arsenic we're going to start, we're going to speech astir fundamentally semiconductor net due to the fact that it has been 1 of the large talking points of the week. Arm Holdings and Advanced Micro Devices, AMD, some reported wrong the past mates of days, and aft some earnings, we saw shares detonate arsenic they blasted past net expectations, 15, 20% moves successful the day. We're going to commencement Arm Holdings contiguous due to the fact that shares are rapidly retreating aft the institution mentioned connected its telephone aft hours that mobile maturation was, well, not truly growth, and that rising costs were going to interaction commodity mobile instrumentality sales. Jon, Matt, you 2 played rock-paper-scissors to screen the two. Jon, you happened to prime Arm Holdings arsenic a result. What did you spot successful the net merchandise and the league telephone and was today's absorption to this, hey, possibly mobile maturation isn't great? Was that an due response, bash you think, to what you saw?

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