# The AI Boom Runs Into an Unexpected Headwind

Page: https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/the-ai-boom-runs-into-an-unexpected-headwind
Text version: https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/the-ai-boom-runs-into-an-unexpected-headwind.md
Podcast: [Motley Fool Hidden Gems Investing](https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621)
Published: 2026-05-18T21:03:00+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/ARML8060428873.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/ARML8060428873.mp3
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JSON: https://stenobird.com/v1/public/podcasts/motley-fool-hidden-gems-investing-1015621/episodes/the-ai-boom-runs-into-an-unexpected-headwind
Duration seconds: 1252

## Resource

The market is buying everything AI related, but that love doesn’t extend to this year’s college graduates or the localities seeing data centers go up. We discuss the pushback to AI that many in Silicon Valley didn’t see coming. Plus, we give a peak at retail earnings and the drama in Lululemon’s board room. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - AI’s unexpected local pushback - Previewing retail earnings - Lululemon’s drama Companies discussed: Lululemon (LULU), Nike (NKE), Target (TGT), Walmart (WMT), Home Depot (HG), TJX Companies (TJX). Host: Travis Hoium Guests: Lou Whiteman, 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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