Motley Fool Money The Week's Growth Wasn’t Enough For Wall Street
Feb 13, 2026
Lou Whiteman, Motley Fool analyst covering value, logistics, and industrials, and Jason Moser, investment analyst focused on enterprise software and cloud. They unpack this week’s big earnings, a tiny AI claim that rattled trucking and logistics stocks, debates on valuation versus risk for names like Shopify and Adobe, and which stocks are worth watching next.
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Spotify Scaling Profitably
- Spotify grew monthly active users and premium subscribers, and improved operating margins notably.
- The company is reaching a scale where profitability gains matter more than pure subscriber growth.
Pinterest Feels Ad Spend Pullback
- Pinterest missed revenue expectations and warned of a weak forecast, blaming tariffs and ad pullbacks.
- The company may be more vulnerable to discretionary ad cuts than larger ad platforms.
Karaoke Vendor Shakes Up Trucking Stocks
- Lou described a tiny karaoke-machine maker announcing an AI trucking platform that caused a market rout in logistics stocks.
- He suggested buyers should consider acquiring such firms cheaply pending due diligence instead of panic-selling incumbents.