Disruption Stories: 2 Stocks That Motley Fool Analysts Think Could Be Most at Risk

In this podcast, Motley Fool analysts Asit Sharma, David Meier, and Tim Beyers discuss:

• Disruption stories from history.

• The 3 signs of disruption and wherefore they substance present much than ever.

• Two companies that whitethorn beryllium astatine superior hazard for disruption present and for the agelong term.

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A afloat transcript is below.

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*Stock Advisor returns arsenic of March 2, 2026.

This podcast was recorded connected Feb. 23, 2026.

Tim Beyers: Is your SaaS portfolio being disrupted? We're gonna speech done the signs, and you're gonna privation to wage attention. You're listening to Motley Fool Money. Welcome Fools. I'm your host, Tim Beyers, and with maine are longtime Fools, Asit Sharma and David Meier. Thanks for being here, fools.

Asit Sharma: Thanks for having us, Tim.

David Meier: Thanks for having me.

Tim Beyers: Last week was beauteous turbulent one. Both the S&P 500 and the tech-heavy NASDAQ ended the week up a bit. It was 1.12% for the S&P and 1.28% for the NASDAQ. But determination were immoderate crisp sell-offs successful the bundle arsenic a work sector, and fears of disruption are ripe. What does it look similar erstwhile disruption happens? We're going to look backmost to look forwards present and speech astir immoderate disruption stories. I'm going to archer you 2 guys, that I deliberation are instructive. These are from the past, but I deliberation they're instructive astir what's going connected now. I privation to speech astir Siebel Systems and Apple. Audio amusement of hands here, Dave, Asit, bash you guys retrieve Siebel Systems?