# AI Is Supplying Blowout Earnings…Again

Page: https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/ai-is-supplying-blowout-earnings-again
Text version: https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/ai-is-supplying-blowout-earnings-again.md
Podcast: [Motley Fool Hidden Gems Investing](https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621)
Published: 2026-05-14T20:40:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML8732584278.mp3
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML8732584278.mp3
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JSON: https://stenobird.com/v1/public/podcasts/motley-fool-hidden-gems-investing-1015621/episodes/ai-is-supplying-blowout-earnings-again
Duration seconds: 1741

## Resource

If you’re making a list of the companies delivering better-than-expected earnings results this quarter, then add Cisco and Lumentum to the list. Spending on data centers and other AI infrastructure is leading both companies to soaring heights, and their valuations reflect Wall Street’s Optimism. Tyler, Matt, and Jon break down the most recent earnings results from these two AI equipment suppliers and whether they look like solid investments today. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Cisco’s blowout earnings - What to do when a cyclical company has a new catalyst - Lumentem’s even more impressive earnings - Can a company with such a high valuation be worth it? - Mailbag: What are some non-AI stock ideas for portfolio diversification. Companies discussed: CSCO, NVDA, META, LITE, ANET, CWST, DECK, TREX, BRK.B, DIS Host: Tyler Crowe Guests: Matt Frankel, Jon Quast 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…

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## Transcript

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