The first quarter of 2026 is in the rearview mirror and earnings season begins next week. We discuss what we’re looking for along with the latest in the world of artificial intelligence at the biggest companies in the world.

Travis Hoium, Lou Whiteman, and Jon Quast discuss:

- Earnings season expectations
- AI’s most dangerous moment
- Is Meta back in AI?
- Home run CEOs
- Stocks on our radar

Companies discussed: Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta Platforms (META), Crocs (CROX), Target (TGT), Snap (SNAP), Apple (AAPL), Nike (NKE), Disney (DIS).

Host: Travis Hoium
Guests: Lou Whiteman, Jon Quast
Engineer: Dan Boyd

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