Behind Wall Street’s Scorching Quarter

In this occurrence of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium and Lou Whiteman, on with Motley Fool expert Jason Moser, discuss:

• Record Q2 performance.

• How AI ruled the day.

• Meta the neocloud?

• What happened to compute constraint?

• History of U.S. stocks.

• Stocks connected our radar.

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Missed Nvidia successful 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. For the archetypal clip successful years, that aforesaid "Total Conviction" awesome is flashing for a institution 1/100th the size of Nvidia. Continue »

A afloat transcript is below.

Missed Nvidia successful 2009? This Rare Signal Is Flashing Again

In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. If you'd invested $5,000 then, you'd beryllium sitting on $2,633,375 today.*

Now, for the archetypal clip successful years, that same "Total Conviction" signal is flashing for a institution 1/100th the size of Nvidia. It's a cardinal subordinate successful the $1.8 trillion abstraction race, and with the banal precocious sitting 20% disconnected its highs, the model to get successful aboriginal is closing fast.

Continue »

*Stock Advisor returns arsenic of July 13, 2026

This podcast was recorded connected July 3, 2026.

Travis Hoium: Wall Street conscionable had its champion 4th since 2020. Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Hidden Gems Investing. I'm Travis Hoium, joined contiguous by Lou Whiteman and Jason Moser, and guys, this was a astonishment to maine erstwhile the 4th ended technically yesterday, but Lou, this was the champion 4th that we've had successful six years, since 2020. What are your thoughts? What are the highlights here?

Lou Whiteman: First of all, I've got to beryllium that guy. You know, I'm that guy. We request to notation that the nonaccomplishment for the year, we are connected March 30th, which you mightiness recognize if you're bully astatine calendars, is simply a time earlier the opening of this quarter, timing worked retired beauteous good for us.

Travis Hoium: It conscionable truthful happened that the archetypal time of the 3rd 4th was not large either.

Lou Whiteman: Exactly. There is simply a small asterisk here, but look, this is impressive, amazing, even. We got beauteous fortunate connected the starting point, but don't reason with the gains. Even with that, we're up 9% for the twelvemonth connected the S&P, 12% for the Nasdaq. Hey, guys, I'm old-fashioned, but I would instrumentality that for a afloat twelvemonth each year. This is inactive good. A batch of this, we tin get into the details of what it was, but AI is inactive working, the optimists inactive outweigh the pessimists here, and we whitethorn astatine agelong continue.