Travis Hoium

And this is the AI disruption that I don't know if it's here or we see it coming, but Rachel, Unity actually reported pretty good numbers.

I think they beat on both the top and bottom line.

They had a little bit of weak guidance, but you missed that guidance right now.

The stock's down 30% as we're recording, just a wild reaction from the market.

From a high level, what did you see?

It does seem that the market is leaning towards that risk versus the opportunity side.

And we've had a lot of stocks that were high growth stocks that were just soared in 2025.

Now we're going the opposite direction in a very violent way.

So we'll see if that continues throughout 2026.

As always, people on the program may have interests in the stocks they talk about, and The Motley Fool may have formal recommendations for or against, so don't buy or sell stocks based solely on what you hear.

All personal finance content follows The Motley Fool's editorial standards and is not approved by advertisers.

Advertisements are sponsored content and provided for informational purposes only.

To see our full advertising disclosure, please check out our show notes.

For Lou Whiteman, Rachel Warren, Dan Boyd, and Christy Waterworth behind the glass, I'm Travis Hoyum.

Thanks for listening to Motley Fool Money.

We'll see you here tomorrow.

Big tech is spending big money, but is it gonna pay off?

Motley Fool Money starts now.

From Fool Global Headquarters, this is Motley Fool Money.

Welcome to Motley Fool Money.