AI Expectations Hit a Fever Pitch

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

• Samsung's large profits and large banal drop.

• Amazon's $25 cardinal indebtedness deal.

• Lockheed Martin goes underwater.

• Are defence companies acceptable for the changing landscape?

• Mailbag: How to navigate the sunk outgo fallacy?

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A afloat transcript is below.

Should you bargain banal successful Samsung Electronics close now?

Before you bargain banal in Samsung Electronics, see this:

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*Stock Advisor returns arsenic of July 19, 2026.

This podcast was recorded connected July 7, 2026.

Tyler Crowe: Meeting lofty AI net expectations contiguous connected Motley Fool Hidden Gems Investing. Welcome to Motley Fool Hidden Gems Investing. I'm your host, Tyler Crowe, and contiguous I'm joined by longtime fool contributors, Lou Whiteman and Matt Frankel. We're going to speech astir defence companies aboriginal successful the show, talking astir immoderate of the large moves that are happening successful the manufacture lately, and arsenic good arsenic hitting led to immoderate questions.

But earlier we get started today, hyperscalers, those builders of AI, they conscionable support spending much and more, and semiconductor companies are posting grounds results, but adjacent that doesn't look to fulfill the market. Samsung Electronics recorded by what I deliberation immoderate measurement would beryllium a resoundingly palmy quarter. But the banal dropped truthful overmuch that it caused a circuit breaker suspension of trading connected the full Korean composite banal terms scale today. Those losses person carried much oregon little implicit into the semiconductor abstraction today, arsenic galore representation and processing spot manufacturers are down arsenic of this morning. Guys, however connected world did we spell from profits up 19 times compared to this clip past twelvemonth astatine Samsung to halt the full Korean banal market.