A New Chapter in AI’s Most Powerful Partnership
4/27/202627 min
Jon Quast, Matt Frankel, and Rachel Warren discuss: -Financial results from Domino’s Pizza and what it tells us about the economy -Microsoft and OpenAI modify the terms of their partnership -Qualcomm gets a boost from reported plans for an AI-native phone -Mailbag: Why is the stock price not matching the business results? Companies discussed: Domino’s Pizza (DPZ), OpenAI, Microsoft (MSFT), Qualcomm (QCOM), Nike (NKE), Unity (U) Host: Jon Quast Guests: Matt Frankel, 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
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First 90 secondsJon Quast· Host0:00
[upbeat music] We have a new chapter in AI's most powerful partnership. You're listening to Motley Fool Hidden Gems Investing. Welcome to Motley Fool Hidden Gems Investing. I'm John Quass, and I'm joined today by Fool contributors Matt Frankel and Rachel Warren. We have some news in AI, and we don't wanna bludgeon you with it, but when these companies are growing as fast as they are, we have to talk about it when there's a significant development, and there is, and we're gonna get to that. But first, we wanted to kick off our show. We are in earnings season, and one of our companies just reported this morning, and that's Domino's Pizza, reporting its first quarter 2026 results this morning, and the stock is down. We do wanna look at this company because as the largest pizza chain in the world, it can really tell us a lot about what's going on in the world and in the state of the economy. So Rachel, what did the Q1 results show us?
Rachel Warren· Guest0:59
Yeah. This is one of those companies that you could look at as something of a bellwether for consumer spending, um, certainly within the, the food industry. So Q1 results, they actually missed on both the top and bottom lines, although not by that much. So adjusted earnings came in at $4.13 per share against the $4.28 expected. Revenue hit about 1.2, uh, billion, or 1.15 billion to be exact. That was trailing the 1.17 billion mark that Wall Street was looking for. So again, very slight misses. It's