Shopify's Whiplash Day

3 weeks ago 15

Motley Fool Staff, Tyler Crowe, Matt Frankel, CFP, and Jon Quast, The Motley Fool

Tue, February 17, 2026 astatine 8:31 AM CST 23 min read

In this podcast, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss:

  • The market's crisp absorption to Shopify's earnings.

  • E-commerce successful the epoch of agentic commerce.

  • The FDA's refusal to reappraisal Moderna's caller flu vaccine.

  • Stocks connected their radar.

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A afloat transcript is below.

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*Stock Advisor returns arsenic of February 17, 2026.

This podcast was recorded connected Feb. 12, 2026.

Tyler Crowe: [Shopify's] net and league telephone had 2 precise antithetic reactions. This is Motley Fool Money. Welcome to Motley Fool Money. I'm Tyler Crowe. Today, I'm joined by longtime Fool contributors, Matt Frankel and Jon Quast. We got a beauteous bully amusement today. We're going to speech astir Moderna's caller I'll accidental challenges with the FDA support connected immoderate of its flu vaccines. We'll bash our mean Thursday happening wherever we bash stocks connected our radar. But we wanted to unfastened today's amusement with Shopify's up and down time yesterday with its 4th fourth net report. I deliberation Shopify investors astir apt person their necks treated for whiplash yesterday. Before the marketplace opened and the institution reported 4th fourth earnings, it was poised for a large day. The banal was up 13% successful pre-market trading. Then, arsenic absorption fundamentally started to sermon results and get questions successful the league call, the banal started plummeting. Actually, by the extremity of the day, it was down 6% from the anterior time close. I person hosting duties here, truthful I volition admit I'm not the astir ardent follower of Shopify, truthful I'm going to thin connected you guys a small spot much here. But astatine the archetypal glimpse of the results that I looked at, I was they're beauteous good. Matt, what did they say?

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