Earnings Unscripted: Stock Earnings Calls & Analysis
By Miro Benes
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Category: Investing
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Episodes: 385
Description
Earnings Unscripted delivers short, AI-powered earnings call analysis, with every episode under 15 minutes.
We break down corporate earnings calls, analyze financial results, and compare what companies say with what the numbers show.
If you want fast earnings analysis without listening to full earnings calls, this podcast is designed for you.
New episodes released regularly.
* Not financial advice.
| Episode | Date |
|---|---|
|
Daily Earnings: Margin Sacrifices & Physical Supply Constraints (KMX, JBL, SWBI) | Jun 17
|
Jun 18, 2026 |
|
Smith & Wesson (SWBI): A 23% shipment surge & the $20M CNC machining pivot [Q4 2026]
|
Jun 18, 2026 |
|
Jabil (JBL): The sub-2% CapEx AI builder & its Trojan horse cloud playbook [Q3 2026]
|
Jun 18, 2026 |
|
CarMax (KMX): Sacrificing $230 per car & the shift to AI pricing algorithms [Q1 2027]
|
Jun 18, 2026 |
|
Daily Earnings: The debt clock on pricing pivots (DOMO, AIOT, CGC) | Jun 15
|
Jun 16, 2026 |
|
Domo (DOMO): The $137M debt trap and the race for a silent buyout [Q1 2027]
|
Jun 16, 2026 |
|
PowerFleet (AIOT): The algorithmic earnings hallucination & the hardware Trojan horse [Q4 2026]
|
Jun 16, 2026 |
|
Canopy Growth (CGC): The $11M medical inventory purge & Storz & Bickel's reset [Q4 2026]
|
Jun 16, 2026 |
|
Daily Earnings: AI Mortgage Freeze & The Freemium Trap (LEN, ADBE) | Jun 12
|
Jun 12, 2026 |
|
Lennar (LEN): AI buyer paralysis & the 121-day home assembly line [Q2 2026]
|
Jun 12, 2026 |
|
Adobe (ADBE): Burning cash for AI habits & a sudden C-suite exodus [Q2 2026]
|
Jun 12, 2026 |
|
Daily Earnings: The Physical Cost of Digital Scale (ORCL, CHWY) | Jun 10
|
Jun 11, 2026 |
|
Chewy (CHWY): The physical vet clinic pivot & a surprise $600M debt play [Q1 2026]
|
Jun 11, 2026 |
|
Oracle (ORCL): $638B backlog, BYO-GPUs & the massive CapEx dilution trap [Q4 2026]
|
Jun 11, 2026 |
|
Daily Earnings: Billing bots & 14-year physical lags (SAIL, UEC, SJM) | Jun 9
|
Jun 10, 2026 |
|
SailPoint (SAIL): Tollbooths for AI bots & the Wall Street cloud penalty [Q1 2027]
|
Jun 10, 2026 |
|
Uranium Energy (UEC): Zero spot sales & the 14-year nuclear bottleneck [Q3 2026]
|
Jun 10, 2026 |
|
J.M. Smucker (SJM): Slashing prices to hack margins & the $1B Uncrustable [Q4 2026]
|
Jun 10, 2026 |
|
Daily Earnings: Breaking legacy models to match physical reality (FCEL, CPB) | Jun 8
|
Jun 09, 2026 |
|
Graham Corporation (GHM): Lunar pumps, margin illusions & a $50M check [Q4 2026]
|
Jun 09, 2026 |
|
FuelCell Energy (FCEL): The AI dilution spree & a $42M Navy write-down [Q2 2026]
|
Jun 09, 2026 |
|
Vail Resorts (MTN): A 40-year snow drought & the SaaS-ification of skiing [Q3 2026]
|
Jun 09, 2026 |
|
Campbell's (CPB): Killing discounts to save the shelf & hacking hybrid debt [Q3 2026]
|
Jun 09, 2026 |
|
Daily Earnings: Breaking hardware timelines (PL, XE, CIEN, LULU) | Jun 4
|
Jun 05, 2026 |
|
X-Energy (XE): Asset-light nuclear reactors & the 50-year paperwork moat [Q1 2026]
|
Jun 05, 2026 |
|
Lululemon (LULU): Tariff margin collapse & shedding 15% of store SKUs [Q1 2026]
|
Jun 05, 2026 |
|
Planet Labs (PL): The $138M paper loss & deploying sovereign satellites in 120 days [Q1 2027]
|
Jun 04, 2026 |
|
Ciena (CIEN): The $7.7B hyperscaler backlog & the AI fiber bottleneck [Q2 2026]
|
Jun 04, 2026 |
|
Daily Earnings: Shadow financing hardware & the software bust (AVGO, AI) | Jun 3
|
Jun 04, 2026 |
|
C3.ai (AI): "Unspeakably horrible" sales & hunting enterprise whales [Q4 2026]
|
Jun 04, 2026 |
|
Broadcom (AVGO): 'Chips only' AI boom, margin math & inventory tell [Q2 2026]
|
Jun 04, 2026 |
|
CrowdStrike (CRWD): AI security tax and the $881M shopping cart [Q1 2027]
|
Jun 04, 2026 |
|
Daily Earnings: Bots Break the Foundation (GTLB, PANW) | Jun 2
|
Jun 03, 2026 |
|
HIVE Digital (HIVE): The $115M zero-interest trick & upfront GPU payments [Q4 2026]
|
Jun 03, 2026 |
|
GitLab (GTLB): Rebuilding for 'psychopathic' AI bots & the 14% RIF [Q1 2027]
|
Jun 03, 2026 |
|
Victoria's Secret (VSXY): The "promo detox" & a $14M Supreme Court windfall [Q1 2026]
|
Jun 03, 2026 |
|
Palo Alto Networks (PANW): The 25-minute AI hack & the hardware firewall revival [Q3 2026]
|
Jun 03, 2026 |
|
Daily Earnings: AI supply woes and contractor purges (HPE, CRDO) | Jun 1
|
Jun 02, 2026 |
|
Credo (CRDO): The $750M optical gamble & the rise of Neo Clouds [Q4 2026]
|
Jun 02, 2026 |
|
Hewlett Packard Enterprise (HPE): The 40% stock surge & replacing human ops with AI [Q2 2026]
|
Jun 02, 2026 |
|
Silvercorp Metals (SVM): The accounting glitch masking a silver cash machine [Q4 2026]
|
May 30, 2026 |
|
Daily Earnings: The AI Reality Gap & Tariff Chaos (DELL, COST) | May 28
|
May 29, 2026 |
|
Okta (OKTA): Bouncing corporate AI bots & taking an intentional revenue hit [Q1 2027]
|
May 29, 2026 |
|
Dollar Tree (DLTR): The $5 hammer logic & beating the retail shrink epidemic [Q1 2026]
|
May 29, 2026 |
|
Costco (COST): Weaponizing federal refunds & building an ad network [Q3 2026]
|
May 29, 2026 |
|
Dell (DELL): The $51B AI backlog & panic-buying legacy servers [Q1 2027]
|
May 29, 2026 |
|
Daily Earnings: Zero-human growth and billing the bot (CRM, SNOW) | May 27
|
May 28, 2026 |
|
Snowflake (SNOW): The $6B AWS bandwidth deal & AI freezing organic hiring [Q1 2027]
|
May 28, 2026 |
|
Synopsys (SNPS): The activist margin squeeze & billing for AI agents [Q2 2026]
|
May 28, 2026 |
|
Marvell Technology (MRVL): Prepaying $1B for AI chips & cracking Nvidia's moat [Q1 2027]
|
May 28, 2026 |
|
Salesforce (CRM): The $25B buyback debt & the end of classic cloud segments [Q1 2027]
|
May 28, 2026 |
|
Daily Earnings: Software hits a physical hardware wall (ZS, SMTC) | May 26
|
May 27, 2026 |
|
Pony AI (PONY): Breakeven robotaxis & the B2B hardware goldmine [Q1 2026]
|
May 27, 2026 |
|
Semtech (SMTC): The 35% data center leap & a 3x optical supply crunch [Q1 2027]
|
May 27, 2026 |
|
Zscaler (ZS): The 20% stock crash, server hoarding & AI agents [Q3 2026]
|
May 27, 2026 |
|
Daily Earnings: Assassinating the outside middleman (TTWO, WDAY) | May 21
|
May 22, 2026 |
|
Workday (WDAY): Flat headcount mandates & the zero-dollar software deployment [Q1 2027]
|
May 22, 2026 |
|
Star Bulk (SBLK): The $470M shadow deal & profiting from Red Sea friction [Q1 2026]
|
May 22, 2026 |
|
Take-Two Interactive (TTWO): The $0 AI ad agency & the $8B gravity of GTA 6 [Q4 2026]
|
May 22, 2026 |
|
Walmart (WMT): A million drone deliveries & the $175M invisible fuel drain [Q1 2027]
|
May 22, 2026 |
|
Daily Earnings: AI voltage walls & zero-tolerance labor traps (NVDA, ADI, TGT) | May 20
|
May 20, 2026 |
|
Target (TGT): Exclusive hype drops, surging labor costs & a $593M legacy ghost [Q1 2026]
|
May 20, 2026 |
|
Intuit (INTU): Axing 17% of staff & treating $12B Mailchimp like a sunk cost [Q3 2026]
|
May 20, 2026 |
|
Analog Devices (ADI): Hoarding silicon for the AI power war [Q2 2026]
|
May 20, 2026 |
|
NVIDIA (NVDA): The $119B supply lock-up & Jensen's live dividend edit [Q1 2027]
|
May 20, 2026 |
|
Daily Earnings: Hacking supply chains and absorbing costs (KEYS, HD, CAVA) | May 19
|
May 20, 2026 |
|
CAVA Group (CAVA): Refusing price hikes & the penny-neutral salmon [Q1 2026]
|
May 20, 2026 |
|
Keysight (KEYS): A $93M Supreme Court glitch & the race to test AI physics [Q2 2026]
|
May 20, 2026 |
|
Home Depot (HD): The $100B HVAC loophole & freeing the Orange Apron [Q1 2026]
|
May 20, 2026 |
|
Daily Earnings: Hardware gridlock forces FPS orders & Figma’s AI paywall | May 14
|
May 15, 2026 |
|
Figma (FIG): Ignoring the AI paywall curse & funding operations with Adobe's $1B [Q1 2026]
|
May 15, 2026 |
|
Applied Materials (AMAT): Panic booking to 2027 & the hidden cash drain [Q2 2026]
|
May 15, 2026 |
|
Intuitive Machines (LUNR): The $800M M&A hangover & the orbital data center pivot
|
May 14, 2026 |
|
Forgent Power (FPS): 6-month data center grids & the $200M insider tax drain
|
May 14, 2026 |
|
Daily Earnings: Hardware Rewiring & Supply Hoarding (CSCO, USAR) | May 13
|
May 14, 2026 |
|
USA Rare Earth (USAR): Panic buying magnets & a $2.8B stock dilution [Q1 2026]
|
May 14, 2026 |
|
Cisco (CSCO): The $1B AI pivot & designing gear with 50% less memory [Q3 2026]
|
May 14, 2026 |
|
Daily Earnings: Cold War Plutonium & Tariff Turnarounds (OKLO, UAA, NXT) | May 12
|
May 13, 2026 |
|
D-Wave (QBTS): The $33M bookings boom & the revenue accounting trap [Q1 2026]
|
May 13, 2026 |
|
Nextpower (NXT): The AI data center pivot & a $32M tax illusion [Q4 2026]
|
May 13, 2026 |
|
Oklo (OKLO): A $2.5B war chest, Cold War fuel & 229-day reactor builds [Q1 2026]
|
May 13, 2026 |
|
Under Armour (UAA): The $70M government gamble & the end of the Curry era [Q4 2026]
|
May 13, 2026 |
|
Daily Earnings: Hard Grid Limits, Deleted Revenue & Gold (PLUG, HIMS, B) | May 11
|
May 12, 2026 |
|
AST SpaceMobile (ASTS): The Q2 capex cliff & stacking tuna cans in orbit [Q1 2026]
|
May 12, 2026 |
|
Hims & Hers (HIMS): Torching a $33M GLP-1 supply & the branded weight-loss pivot [Q1 2026]
|
May 12, 2026 |
|
Barrick (B): Surviving Mali's gold heist & the upcoming North America IPO [Q1 2026]
|
May 12, 2026 |
|
Plug Power (PLUG): The $579M cash hostage & an AI grid bottleneck bailout [Q1 2026]
|
May 12, 2026 |
|
Daily Earnings: Physical bottlenecks and legacy buyouts (BAM, ENB) | May 8
|
May 08, 2026 |
|
Brookfield (BAM): The $20B real estate blitz & a looming Oaktree margin hit [Q1 2026]
|
May 08, 2026 |
|
Enbridge (ENB): The AI energy bottleneck & the $300M permitting trap [Q1 2026]
|
May 08, 2026 |
|
Wendy's (WEN): The margin cost of fresh beef & a 1,000-store China bet [Q1 2026]
|
May 08, 2026 |
|
Daily Earnings: AI labor cuts & margin subsidies (NET, MCD, RKLB) | May 7
|
May 08, 2026 |
|
Rocket Lab (RKLB): Weaponizing a hot stock & buying suppliers out of spite [Q1 2026]
|
May 08, 2026 |
|
CoreWeave (CRWV): The 1% margin panic & treating AI chips like real estate [Q1 2026]
|
May 08, 2026 |
|
Airbnb (ABNB): 60% AI code & the 'Pay Later' booking boom [Q1 2026]
|
May 08, 2026 |
|
Cloudflare (NET): 34% growth, AI replacing 1,100 jobs & the margin shock [Q1 2026]
|
May 08, 2026 |
|
Canadian Natural (CNQ): The political capital strike & hacking oil limits [Q1 2026]
|
May 08, 2026 |
|
McDonald's (MCD): The Minecraft hangover & the sub-$3 margin trap [Q1 2026]
|
May 07, 2026 |
|
Nutrien (NTR): Geopolitical windfalls, robot miners & a phosphate exit [Q1 2026]
|
May 07, 2026 |
|
Daily Earnings: Agentic AI Rewrites Software & Hardware (UBER, APP, ARM) | May 6
|
May 07, 2026 |
|
DoorDash (DASH): The $50M gas penalty & the triple tech stack dilemma [Q1 2026]
|
May 07, 2026 |
|
AppLovin (APP): The 85% margin ad engine & the rise of autonomous AI buyers [Q1 2026]
|
May 07, 2026 |
|
Arm (ARM): Liquid-cooled CPUs & dodging a partner revolt [Q4 2026]
|
May 07, 2026 |
|
Uber (UBER): Autonomous AI coders & the new capital-light robotaxi era [Q1 2026]
|
May 07, 2026 |
|
Daily Earnings: Grid Walls, Sovereign Taxes & AI Coders (SMCI, AMD) | May 5
|
May 06, 2026 |
|
Cameco (CCJ): Bypassing the spot market & the US government's 8% cut [Q1 2026]
|
May 06, 2026 |
|
Super Micro Computer (SMCI): The data center power bottleneck & a $6.6B cash burn [Q3 2026]
|
May 06, 2026 |
|
Lumentum (LITE): Nvidia's $2B bankroll & the AI hardware supply squeeze [Q3 2026]
|
May 06, 2026 |
|
Marathon Petroleum (MPC): Profiting from supply shocks & dodging SPR brokers [Q1 2026]
|
May 06, 2026 |
|
Advanced Micro Devices (AMD): Agentic AI revives the CPU & a 15% US tariff [Q1 2026]
|
May 06, 2026 |
|
Shopify (SHOP): The $116M lending trap & the bots writing half the code [Q1 2026]
|
May 06, 2026 |
|
Daily Earnings: Ruthless optimization and bypassing the AI tax (PINS, PLTR, PSKY) | May 4
|
May 05, 2026 |
|
Pinterest (PINS): The $2B balance sheet shocker & bypassing the big-tech AI trap [Q1 2026]
|
May 05, 2026 |
|
Norwegian Cruise Line Holdings (NCLH): Broken demand machine, cut-year guide [Q1 2026]
|
May 05, 2026 |
|
Palantir (PLTR): The AI token paradox & selling $1.6B with 7 reps [Q1 2026]
|
May 05, 2026 |
|
Paramount Skydance (PSKY): The $2.1B Netflix fee & deleting 1.9M users [Q1 2026]
|
May 05, 2026 |
|
Daily Earnings: Tech's Fossil Pivot & Naked Hedges (CVX, XOM) | May 1
|
May 02, 2026 |
|
Dominion Energy (D): The 50GW AI power surge & measuring customer anger [Q1 2026]
|
May 02, 2026 |
|
Linde (LIN): Stagnant volumes, Gulf Coast delays & rocket fuel [Q1 2026]
|
May 02, 2026 |
|
Exxon Mobil (XOM): The $4B naked hedge & conjuring a phantom refinery [Q1 2026]
|
May 01, 2026 |
|
Chevron (CVX): The $3B accounting trap & plugging Microsoft into the Permian [Q1 2026]
|
May 01, 2026 |
|
Daily Earnings: The zero-sum hardware margin war (AAPL, SNDK, CAT) | Apr 30
|
May 01, 2026 |
|
Royal Caribbean (RCL): The 40% airfare trap & private island economics [Q1 2026]
|
May 01, 2026 |
|
Caterpillar (CAT): The $12B AI power surge & eating a $600M tariff tax [Q1 2026]
|
May 01, 2026 |
|
Western Digital (WDC): The AI data exhaust pipe & wiping out $3.1B in debt [Q3 2026]
|
May 01, 2026 |
|
Apple (AAPL): Tim Cook steps down & tearing up the balance sheet playbook [Q2 2026]
|
May 01, 2026 |
|
SanDisk (SNDK): $11B in hostage money & the $42B subscription pivot [Q3 2026]
|
May 01, 2026 |
|
Daily Earnings: Accounting illusions mask the AI CapEx bill (AMZN, GOOGL, META) | Apr 29
|
Apr 30, 2026 |
|
Microsoft (MSFT): A $25B hardware inflation tax & the end of seat licenses [Q3 2026]
|
Apr 30, 2026 |
|
Amazon (AMZN): The $53B AI debt binge & a shadow chip empire [Q1 2026]
|
Apr 30, 2026 |
|
Alphabet (GOOGL): The $0 buyback freeze & the off-cloud hardware pivot [Q1 2026]
|
Apr 30, 2026 |
|
Meta Platforms (META): The EPS hallucination & funding silicon with layoffs [Q1 2026]
|
Apr 30, 2026 |
|
Teradyne (TER): The $1.1B AI hardware lag & breaking monopolies [Q1 2026]
|
Apr 29, 2026 |
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Daily Earnings: Optical Illusions & Power Limits (STX, KO) | Apr 28
|
Apr 29, 2026 |
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Robinhood (HOOD): The 60M child pipeline & the death of the $25k day trader rule [Q1 2026]
|
Apr 29, 2026 |
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Bloom Energy (BE): The 2.45GW Oracle deal & bypassing the broken grid [Q1 2026]
|
Apr 29, 2026 |
|
Coca-Cola (KO): The 6-day calendar trick & a $14B IRS tax bomb [Q1 2026]
|
Apr 29, 2026 |
|
Booking Holdings (BKNG): The March transit freeze & the AI checkout [Q1 2026]
|
Apr 29, 2026 |
|
Seagate (STX): Sold out until 2028 & the massive Agentic AI storage boom [Q3 2026]
|
Apr 29, 2026 |
|
Nucor (NUE): Crushing foreign steel dumpers & front-running the AI grid crisis
|
Apr 29, 2026 |
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Daily Earnings: Software Precision Replaces Brute Force | Apr 27
|
Apr 28, 2026 |
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Amkor (AMKR): Passing the AI inflation bill & factory floor Tetris [Q1 2026]
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Apr 28, 2026 |
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Cadence (CDNS): The hidden AI utility meter & a $180M cash illusion [Q1 2026]
|
Apr 28, 2026 |
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Verizon (VZ): The death of free phones & renting fiber to hyperscalers [Q1 2026]
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Apr 28, 2026 |
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Domino's (DPZ): The AI pizza hostage & bankrupting 450 rivals [Q1 2026]
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Apr 28, 2026 |
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Daily Earnings: Heavy industry funds the off-grid AI expansion | Apr 24
|
Apr 24, 2026 |
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SLB (SLB): The $200M Middle East conflict tax & the Nvidia data center pivot [Q1 2026]
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Apr 24, 2026 |
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Procter & Gamble (PG): The $261M trash bag illusion & robot-run night shifts [Q3 2026]
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Apr 24, 2026 |
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Baker Hughes (BKR): The 1.2GW AI power pivot & surviving the Hormuz blockade [Q1 2026]
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Apr 24, 2026 |
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NextEra Energy (NEE): "Infinite return" gas plants & a $700M yieldco wipeout [Q1 2026]
|
Apr 24, 2026 |
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SAP (SAP): The €135M stock crash bailout & the death of NPS [Q1 2026]
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Apr 23, 2026 |
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Newmont (NEM): Earthquakes, floods & a massive $6B buyback machine [Q1 2026]
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Apr 23, 2026 |
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Intel (INTC): Scraping the supply closet & the Musk Terafab alliance [Q1 2026]
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Apr 23, 2026 |
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Nokia (NOK): Ramping California laser fabs to feed an 18-month AI bottleneck [Q1 2026]
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Apr 23, 2026 |
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Union Pacific (UNP): The $1T Berkshire excuse & AI-automated yards [Q1 2026]
|
Apr 23, 2026 |
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Lockheed Martin (LMT): The $291M software glitch & rewriting defense rules [Q1 2026]
|
Apr 23, 2026 |
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ServiceNow (NOW): AI token pricing, a $4B cyber loan & the DOJ probe [Q1 2026]
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Apr 23, 2026 |
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Kinder Morgan (KMI): The AI power boom & squeezing yield from empty tanks [Q1 2026]
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Apr 23, 2026 |
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Boeing (BA): Missing luxury seats, 777X teardowns & a $6.9B debt flush [Q1 2026]
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Apr 23, 2026 |
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Lam Research (LRCX): The clean room squeeze & AI's $40B memory upgrade [Q3 2026]
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Apr 23, 2026 |
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Tesla (TSLA): The $25B AI spending spree & the Hardware 3 reality check [Q1 2026]
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Apr 23, 2026 |
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United Airlines (UAL): The $340M fuel shock & the unbundling of business class [Q1 2026]
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Apr 22, 2026 |
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Alaska Air (ALK): The 400% Singapore fuel trap & masking the Hawaiian numbers [Q1 2026]
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Apr 22, 2026 |
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Halliburton (HAL): Sold-out shale fleets & the literal cost of global conflict [Q1 2026]
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Apr 22, 2026 |
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UnitedHealth Group (UNH): Shedding 1.3M members & the 30-second AI doctor [Q1 2026]
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Apr 22, 2026 |
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Northrop Grumman (NOC): Selling its own planes & the $2.5B bomber bill [Q1 2026]
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Apr 22, 2026 |
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RTX Corporation (RTX): Reusable drone swarms & the 1% headcount scaling code [Q1 2026]
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Apr 22, 2026 |
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GE Aerospace (GE): $23B in panic-buying & a broken supply chain [Q1 2026]
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Apr 22, 2026 |
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Nano-X Imaging (NNOX): A $17M factory write-off & the med-tech waiting game [Q4 2025]
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Apr 21, 2026 |
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Cleveland-Cliffs (CLF): An $80M weather trap & the death of the aluminum car [Q1 2026]
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Apr 21, 2026 |
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Ericsson (ERIC): The hidden AI tax & pivoting 5G to war-time tech [Q1 2026]
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Apr 17, 2026 |
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Alcoa Corporation (AA): Aluminum strength lifted profit, but cash flow went negative [Q1 2026]
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Apr 17, 2026 |
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Netflix (NFLX): The Warner fee, Japan's surge and a tougher Q2 read [Q1 2026]
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Apr 17, 2026 |
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Abbott Laboratories (ABT): Fixing a 9-month colonoscopy queue & rare deflation [Q1 2026]
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Apr 16, 2026 |
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TSMC (TSM): The $56B agentic AI mandate & a permanent globalization tax [Q1 2026]
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Apr 16, 2026 |
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ASML (ASML): 1,000-watt lasers, software patches & the €40B geopolitics shrug [Q1 2026]
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Apr 15, 2026 |
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CarMax (KMX): The hotel CEO, algorithmic price chops & sub-prime risk [Q4 2026]
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Apr 15, 2026 |
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Johnson & Johnson (JNJ): The Stelara cliff & obsoleting rivals on purpose [Q1 2026]
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Apr 15, 2026 |
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Gloo (GLOO): Guardrailing God's AI & a massive $143M debt-to-equity flip [Q4 2025]
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Apr 15, 2026 |
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Horizon Aircraft (HOVR): The anti-air taxi bet & dropping a wing fan [Q3 2026]
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Apr 15, 2026 |
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JPMorgan (JPM): Dimon's arbitrage threat and the truth about AI in banking [Q1 2026]
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Apr 15, 2026 |
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Goldman Sachs (GS): The Treasury AI summons & running the capital tank hot [Q1 2026]
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Apr 13, 2026 |
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WD-40 (WDFC): The AI earnings hallucination & the 120-day oil forcefield [Q2 2026]
|
Apr 10, 2026 |
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BlackBerry (BB): The AI safety layer & the 50M share mystery [Q4 2026]
|
Apr 09, 2026 |
|
Constellation Brands (STZ): Flying blind into the World Cup & Pacifico's surge [Q4 2026]
|
Apr 09, 2026 |
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Applied Digital (APLD): Shrinking revenue to double profit & 1.2GW of shadow power [Q3 2026]
|
Apr 08, 2026 |
|
Delta Air Lines (DAL): The $2B fuel shock & the macro-immune traveler [Q1 2026]
|
Apr 08, 2026 |
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Aehr Test Systems (AEHR): The AI bookings surge & a simple clock error [Q3 2026]
|
Apr 08, 2026 |
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Levi Strauss (LEVI): The hidden $35M tariff sandbag & the pivot past denim [Q1 2026]
|
Apr 08, 2026 |
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T1 Energy (TE): The solar fire sale & flipping solar for AI servers [Q4 2025]
|
Apr 01, 2026 |
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Beyond Meat (BYND): The 5x share dilution & the pivot to GLP-1 diet drinks [Q4 2025]
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Apr 01, 2026 |
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NIKE (NKE): The $4B sneaker purge & the $230M cost of abandoning DTC [Q3 2026]
|
Apr 01, 2026 |
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Sigma Lithium (SGML): Monetizing waste dust & the $151M liquidity cliff [Q4 2025]
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Mar 31, 2026 |
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Fermi America (FRMI): The sprint to build-up AI Power Infrastructure [Q4 2025]
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Mar 31, 2026 |
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Carnival (CCL): Cruise ships & the $500M fuel landmine [Q1 2026]
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Mar 27, 2026 |
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The Metals Company (TMC): Seabed mining & scavenging dead oil rigs [Q4 2025]
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Mar 27, 2026 |
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Veritone (VERI) Q4-25 earnings: Sold out of AI data & the fast-food camera barter
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Mar 27, 2026 |
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PONY AI (PONY) Q4-25 earnings: The $132M trading illusion & the zero-CapEx robotaxi
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Mar 27, 2026 |
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Argan (AGX) Q4-26 earnings: Building the physical AI grid & the 25% margin pop
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Mar 27, 2026 |
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Karman Holdings (KRMN) Q4-25 earnings: The $1B backlog & the cost-plus margin trap
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Mar 26, 2026 |
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Worthington (WOR) Q3-26 earnings: The accidental AI cooling play & a $205M cash drain
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Mar 26, 2026 |
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Ondas (ONDS) Q4-25 earnings: The $82M paper loss & a $550M defense prime pivot
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Mar 26, 2026 |
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PDD Holdings (PDD) (the Temu guys): Chinese ecommerce & the price of a rural moat
|
Mar 26, 2026 |
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Chewy (CHWY) Q4-25 earnings: Betting on humanoids & an 84% Autoship fortress
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Mar 26, 2026 |
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Vertical Aerospace (EVTL) Q4-25 earnings: Weather delays, ticking clocks & a defense pivot
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Mar 25, 2026 |
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Velo3D (VELO) Q4-25 earnings: Biting a $7M bullet to build a 400-machine defense empire
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Mar 25, 2026 |
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Draganfly (DPRO) Q4-25 earnings: $90M in cash, a CFO mic fumble & the 80% services crash
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Mar 25, 2026 |
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Bionano (BNGO) Q4-25 earnings: The power-user pivot & a brutal supply chain trap
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Mar 24, 2026 |
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WeRide (WRD) Q4-25 earnings: Standalone robotaxi profits & the 1-to-40 human ratio
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Mar 24, 2026 |
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Planet Labs (PL) Q4-26 earnings: The $152M paper loss & the pivot to heavy metal defense
|
Mar 20, 2026 |
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Accenture (ACN) Q2-26 earnings: The 5-day cash miracle & the death of the billable hour
|
Mar 20, 2026 |
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Alibaba (BABA) Q3-26 earnings: The silicon straitjacket & a $100B cloud hack
|
Mar 20, 2026 |
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FedEx (FDX) Q3-26 earnings: Historic peak profit & a $120M grounded fleet hit
|
Mar 20, 2026 |
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Boyd Group (BGSI) Q4-25 earnings: The $1.2B buyout & an accidental holiday walkout
|
Mar 19, 2026 |
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Jabil (JBL) Q2-26 earnings: The AI cooling retrofit & a $1B infrastructure land grab
|
Mar 19, 2026 |
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General Mills (GIS) Q3-26 earnings: Slashing prices & the great Q4 calendar trick
|
Mar 19, 2026 |
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Micron (MU) Q2-26 earnings: 70% price hikes & why AI is starving the PC supply chain
|
Mar 19, 2026 |
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Elbit Systems (ESLT) Q4-25 earnings: Airborne lasers & the $28B backlog bottleneck
|
Mar 18, 2026 |
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DocuSign (DOCU) Q4-26 earnings: The $2B buyback wall & the death of the user seat
|
Mar 18, 2026 |
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Lululemon (LULU) Q4-25 earnings: Starving the sales rack & a looming proxy war
|
Mar 18, 2026 |
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Oklo (OKLO) Q4-25 earnings: The $2.5B war chest & dodging the nuclear idiot index
|
Mar 18, 2026 |
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WaterBridge (WBI) Q4-25 earnings: A $20M Excel mistake & the debt-heavy dividend
|
Mar 17, 2026 |
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Semtech (SMTC) Q4-26 earnings: The $80 AI optical leap & hunting for used fab gear
|
Mar 17, 2026 |
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Forgent (FPS) Q2-26 earnings: Hoarding factory workers & a 2.6x AI order boom
|
Mar 17, 2026 |
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Dollar Tree (DLTR) Q4-25 earnings: The $100M price tag swap & the multi-price payoff
|
Mar 17, 2026 |
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Lennar (LEN) Q1-26 earnings: The exit of corporate landlords & the 14% incentive trap
|
Mar 13, 2026 |
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Wheaton (WPM) Q4-25 earnings: $746M in "lazy cash" & why BHP traded silver for dirt
|
Mar 13, 2026 |
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DICK'S (DKS) Q4-25 earnings: The Foot Locker sneaker purge & GameChanger's ad moat
|
Mar 13, 2026 |
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Ulta Beauty (ULTA) Q4-25 earnings: Beating retail shrink & masking slower footfall
|
Mar 13, 2026 |
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Adobe (ADBE) Q1-26 earnings: The 18-year CEO exit & the death of stock photos
|
Mar 13, 2026 |
|
Dollar General (DG) Q4-25 earnings: Ripping out self-checkout & killing pOpshelf.
|
Mar 13, 2026 |
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Campbell's (CPB) Q2-26 earnings: Halted buybacks & the 7% snack margin collapse
|
Mar 12, 2026 |
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UiPath (PATH) Q4-26 earnings: The profit mirage & automating the "Department of War"
|
Mar 12, 2026 |
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Franco-Nevada (FNV) Q4-25 earnings: The 90% margin paradox & built-in oil upside
|
Mar 11, 2026 |
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Uranium Energy Corp (UEC) Q2-26 earnings: The $101 spot win & the 15-year paperwork trap
|
Mar 11, 2026 |
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Oracle (ORCL) Q3-26 earnings: The 15% TikTok stake & $29B in customer-funded GPUs
|
Mar 11, 2026 |
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NIO (NIO) Q4-25 earnings: The historic first profit & scaling an EV virtual power plant
|
Mar 11, 2026 |
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Voyager (VOYG) Q4-25 earnings: The $450M stealth raise & the new gunpowder moat
|
Mar 11, 2026 |
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Unusual Machines (UMAC) Q4-25 earnings: The $3B defense pivot & a $15M parts hoard
|
Mar 10, 2026 |
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Vail Resorts (MTN) Q2-26 earnings: The outdoor SaaS weather shield & Gen Z pass pivot
|
Mar 10, 2026 |
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Hewlett Packard Enterprise (HPE) Q1-26 earnings: Ruthless pricing & the $5B AI waitlist
|
Mar 10, 2026 |
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Algonquin (AQN) Q4-25 earnings: Fleeing Canada & the $97M billing software trap
|
Mar 06, 2026 |
|
Canadian Natural (CNQ) Q4-25 earnings: A $5B accounting illusion & the shifted buyback goalposts
|
Mar 06, 2026 |
|
Marvell (MRVL) Q4-26 earnings: The $1B AI outlook raise & erased legacy segments
|
Mar 06, 2026 |
|
Ciena (CIEN) Q1-26 earnings: The $7B optical backlog and selling 2027 factory slots
|
Mar 06, 2026 |
|
Costco (COST) Q2-26 earnings: The ChatGPT pricing hack & a diluted membership moat
|
Mar 06, 2026 |
|
NexGen Energy (NXE) Q4-25 earnings: The $1.1B war chest & the $200 uranium bet
|
Mar 05, 2026 |
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Dycom (DY) Q4-26 earnings: The $2B AI plumbing pivot & building fake training towns
|
Mar 05, 2026 |
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Okta (OKTA) Q4-26 earnings: The Agentic AI pivot & a massive $1B buyback
|
Mar 05, 2026 |
|
American Eagle (AEO) Q4-25 earnings: Wiping $210M of debt & why Aerie banned AI models
|
Mar 05, 2026 |
|
Broadcom (AVGO) Q1-26 earnings: The $100B AI forecast & weaponizing the supply chain
|
Mar 05, 2026 |
|
Best Buy (BBY) Q4-26 earnings: The $900M ad network hiding inside a tech retailer
|
Mar 04, 2026 |
|
GitLab (GTLB) Q4-26 earnings: The $1B ARR milestone & a brutal accounting lag trap
|
Mar 04, 2026 |
|
Target (TGT) Q4-25 earnings: Pre-pandemic shrink & the $5B cure for broom closet logistics
|
Mar 04, 2026 |
|
CrowdStrike (CRWD) Q4-26 earnings: The $160M apology wedge & a quiet margin boost
|
Mar 04, 2026 |
|
Quantum Computing (QUBT) Q4-25 earnings: $1.5B in the bank, but only $198K in sales
|
Mar 03, 2026 |
|
Riot Platforms (RIOT) Q4-25 earnings: Liquidating Bitcoin to become AI landlords
|
Mar 03, 2026 |
|
Plug Power (PLUG) Q4-25 earnings: The $763M kitchen sink & the AI data center pivot
|
Mar 03, 2026 |
|
MongoDB (MDB) Q4-26 earnings: The 25% stock crash, a $100M mega-deal & an executive purge
|
Mar 03, 2026 |
|
Norwegian (NCLH) Q4-25 earnings: A $95M ghost app and the CEO's war on corporate silos
|
Mar 03, 2026 |
|
Berkshire Hathaway (BRK-B) Q4-25 earnings: A $370B cash pile & $0 in Q4 buybacks
|
Feb 28, 2026 |
|
Monster Beverage (MNST) Q4-25 earnings: The $2B winter quarter & the aluminum tariff trap
|
Feb 27, 2026 |
|
Dell (DELL) Q4-26 earnings: The $43B AI backlog & the return of pandemic pricing
|
Feb 27, 2026 |
|
Rocket Lab (RKLB) Q4-25 earnings: The outsourced tank failure & orbiting AI servers
|
Feb 27, 2026 |
|
CoreWeave (CRWV) Q4-25 earnings: The $67B backlog & the penalty for building too fast
|
Feb 27, 2026 |
|
Block (SQ) Q4-25 earnings: The AI workforce purge & monetizing shadow credit scores
|
Feb 27, 2026 |
|
Warner Bros. Discovery (WBD) Q4-25 earnings: The data blackout & the PSKY bidding war
|
Feb 26, 2026 |
|
Paramount Skydance (PSKY) Q4-25 earnings: Exiting 5M subscribers to chase a WBD mega-merger
|
Feb 26, 2026 |
|
Zoom (ZM) Q4-26 earnings: The $532M Anthropic windfall masks a $75M data center bill
|
Feb 26, 2026 |
|
Snowflake (SNOW) Q4-26 earnings: The $400M megadeal & throttling AI to save client budgets
|
Feb 26, 2026 |
|
Salesforce (CRM) Q4-26 earnings: The $50B buyback pivot & the death of per-seat pricing
|
Feb 26, 2026 |
|
NVIDIA (NVDA) Q4-26 earnings: The $11B data center surge & the end of pro-forma AI
|
Feb 26, 2026 |
|
Axon (AXON) Q4-25 earnings: $14.4B in backlog & surviving the SaaSpocalypse
|
Feb 25, 2026 |
|
First Solar (FSLR) Q4-25 earnings: The EPS blackout & a $150M idle factory strategy
|
Feb 25, 2026 |
|
Elanco (ELAN) Q4-25 earnings: Phantom debt, the $202M cleanup & the vet bill squeeze
|
Feb 25, 2026 |
|
Workday (WDAY) Q4-26 earnings: Taxing AI parasites & the $130M founder shakeup
|
Feb 25, 2026 |
|
MercadoLibre (MELI) Q4-25 earnings: 3M new credit cards & the great margin sacrifice
|
Feb 25, 2026 |
|
Home Depot (HD) Q4-25 earnings: The 28% roofing collapse & forced repair economy
|
Feb 24, 2026 |
|
Dominion Energy (D) Q4-25 earnings: The $15B AI grid surge & offshore wind's costly error
|
Feb 24, 2026 |
|
Domino's (DPZ) Q4-25 earnings: The zero-pricing strategy & the hidden insurance squeeze
|
Feb 24, 2026 |
|
Hims & Hers (HIMS) Q4-25 earnings: The $65M regulatory trap & negative free cash flow
|
Feb 24, 2026 |
|
Deere & Company (DE) Q1-26 earnings: Eating $600M in tariffs & the AI earthmover boom
|
Feb 22, 2026 |
|
PPL Corporation (PPL) Q4-25 earnings: The 25GW AI power boom & the zeroed-out JV
|
Feb 21, 2026 |
|
Opendoor (OPEN) Q4-25 earnings: A $1B paper bomb & the ruthless SaaS slaughterhouse
|
Feb 20, 2026 |
|
Etsy (ETSY) Q4-25 earnings: The $1.2B Depop reset & the end of the US hangover
|
Feb 20, 2026 |
|
Newmont (NEM) Q4-25 earnings: A $3B cash machine, an abandoned mine & the Barrick war
|
Feb 20, 2026 |
|
Teck Resources (TECK) Q4-25 earnings: 50% margins, broken shiploaders & dodging tariffs
|
Feb 20, 2026 |
|
Targa Resources (TRGP) Q4-25 earnings: Record EBITDA, $1B CapEx blitz & a 5-year tax pass
|
Feb 20, 2026 |
|
Southern Company (SO) Q4-25 earnings: The $123M debt penalty & the end of Plant Vogtle
|
Feb 20, 2026 |
|
Walmart (WMT) Q4-26 earnings: Ads hit 33% of profits & e-commerce margin inflection
|
Feb 20, 2026 |
|
Nutrien (NTR) Q4-25 earnings: The $300M weather trap & the rise of robot miners
|
Feb 20, 2026 |
|
Occidental (OXY) Q4-25 earnings: Surviving $59 oil & the end of the M&A era
|
Feb 20, 2026 |
|
Carvana (CVNA) Q4-25 earnings: The $685M tax windfall & the cost of "backsliding"
|
Feb 19, 2026 |
|
DoorDash (DASH) Q4-25 earnings: The $4B record, the cash flow crash & a risky tech rebuild
|
Feb 19, 2026 |
|
Booking Holdings (BKNG) Q4-25 earnings: The 25-to-1 stock split & a $550M efficiency pivot
|
Feb 19, 2026 |
|
Garmin (GRMN) Q4-25 earnings: The Fitness super-cycle & a guidance blackout
|
Feb 19, 2026 |
|
Analog Devices (ADI) earnings: The $2B AI pivot & the end of the industrial recession
|
Feb 19, 2026 |
|
Somnigroup (SGI) earnings: blaming the weather and buying the monopoly
|
Feb 18, 2026 |
|
Labcorp (LH) earnings: The consumer genetics drag and a $50M revenue cut
|
Feb 18, 2026 |
|
Leidos (LDOS) earnings: Tripling CapEx to build for the "Department of War"
|
Feb 18, 2026 |
|
Wendy's (WEN) earnings: The stock rally behind the 11% sales drop
|
Feb 13, 2026 |
|
Cameco (CCJ) earnings: $1.2B revenue and the missing CEO
|
Feb 13, 2026 |
|
Enbridge (ENB) earnings: Meta, AI power, and the "full flight" oil trade
|
Feb 13, 2026 |
|
Rivian (RIVN) earnings: Sales fell 26% but gross profit quadrupled
|
Feb 13, 2026 |
|
American Electric Power (AEP) earnings: The 56GW AI forecast and the $8B bill
|
Feb 13, 2026 |
|
Anheuser-Busch (BUD) earnings: The zero-alcohol boom vs. a China crash
|
Feb 13, 2026 |
|
Coinbase (COIN) earnings: The $667M loss vs. the $1.7B buyback
|
Feb 13, 2026 |
|
Applied Materials (AMAT) earnings: The clean room shortage and the $253M legal fix
|
Feb 13, 2026 |
|
Brookfield (BN) earnings: $11.6B in shadow revenue and the BNT merger
|
Feb 13, 2026 |
|
Airbnb (ABNB) earnings: The $1B seasonal profit drop and the pivot to hotels
|
Feb 13, 2026 |
|
Hilton (HLT) earnings: The "AI complex" construction bet
|
Feb 12, 2026 |
|
Kraft Heinz (KHC) earnings: The $600M bill for "unearned" prices
|
Feb 12, 2026 |
|
Cisco (CSCO) earnings: The tax bill that hid a $2.1B AI boom
|
Feb 12, 2026 |
|
Shopify earnings (SHOP): The $124B record quarter the market hated
|
Feb 12, 2026 |
|
McDonald's (MCD) earnings: Record traffic, flat revenue, and the CosMc's pivot
|
Feb 12, 2026 |
|
Ferrari (RACE) earnings: Selling fewer cars to make more money
|
Feb 11, 2026 |
|
Robinhood (HOOD) earnings: The $9B asset drop inside a record quarter
|
Feb 11, 2026 |
|
Ford (F) earnings: The $11B loss and the supply chain fire
|
Feb 11, 2026 |
|
Silvercorp (SVM) earnings: the $49 silver windfall masking grade decay
|
Feb 11, 2026 |
|
Coca-Cola (KO) earnings: The $960M BodyArmor hit vs. the $6B Fairlife bill
|
Feb 11, 2026 |
|
Cleveland-Cliffs (CLF) earnings: The "disaster" contract they finally killed
|
Feb 10, 2026 |
|
Becton Dickinson (BDX) earnings: Tariffs vs. the $4B buyback floor
|
Feb 10, 2026 |
|
Apollo (APO) earnings: The “zero software” bet and a hidden record quarter
|
Feb 10, 2026 |
|
Onsemi (ON) earnings: Expanding margins with half-empty factories
|
Feb 10, 2026 |
|
SAP’s €10B Apology: Q4 2025 earnings - 1.29.2026 (061)
|
Feb 07, 2026 |
|
The $431M loss the market loved: Under Armour Q3 2026 earnings - 2.6.2026 (060)
|
Feb 06, 2026 |
|
PAA is officially in "Self-Help" mode: Q4 2025 earnings - 2.6.2026 (059)
|
Feb 06, 2026 |
|
Why did Newell rally 16% on a loss?: Q4 2025 earnings - 2.6.2026 (058)
|
Feb 06, 2026 |
|
Philip Morris is DELETING the Map: Q4 2025 earnings - 2.6.2026 (057)
|
Feb 06, 2026 |
|
Alaska Air's premium seats are effectively SOLD OUT: Q4 2025 earnings - 1.23.2026 (056)
|
Feb 06, 2026 |
|
Barrick's record profits & killed buybacks: Q4 2025 earnings - 2.5.2026 (055)
|
Feb 06, 2026 |
|
Roblox is gentrifying: Q4 2025 earnings - 2.5.2026 (054)
|
Feb 06, 2026 |
|
Amazon’s $200 Billion CAPEX Shock: Q4 2025 earnings - 2.5.2026 (053)
|
Feb 06, 2026 |
|
Sony's Snoopy, Sensors, and a Trillion Yen Illusion: Q3 FY2025 earnings - 2.5.2026 (052)
|
Feb 05, 2026 |
|
Space Rockets & Severance Checks: Linde Q4 2025 earnings - 2.5.2026 (051)
|
Feb 05, 2026 |
|
AbbVie buys a Political Fortress: Q4 2025 earnings - 2.04.2026 (050)
|
Feb 05, 2026 |
|
The "Moat of Sprawl": Uber Q4 2025 earnings - 2.4.2026 (049)
|
Feb 05, 2026 |
|
Taco Bell is CARRYING the team: Yum! Q4 2025 earnings - 2.4.2026 (048)
|
Feb 05, 2026 |
|
The $180 Billion Bet: Alphabet Q4 2025 earnings - 2.4.2026 (047)
|
Feb 05, 2026 |
|
Is the "Pay with PayPal" button dying?: Q4 2025 earnings - 2.3.2026 (046)
|
Feb 04, 2026 |
|
AMD’s "Opportunistic Geometry": Q4 2025 earnings - 2.3.2026 (045)
|
Feb 04, 2026 |
|
The "Rich Man's" Burrito: Chipotle Q4 2025 earnings - 2.3.2026 (044)
|
Feb 04, 2026 |
|
Mickey Meets AI (and a $2B Tax Bill): Q1 2026 earnings - 2.2.2026 (043)
|
Feb 03, 2026 |
|
Palantir Breaks Physics: Q4 2025 earnings - 2.02.2026 (042)
|
Feb 03, 2026 |
|
Exxon is a DINOSAUR with a JETPACK: Q4 2025 earnings - 1.30.2026 (041)
|
Jan 31, 2026 |
|
Colgate-Palmolive's red flag for US economy: Q4 2025 earnings - 1.30.2026 (040)
|
Jan 31, 2026 |
|
Firing humans to serve robots: Master Card Q4 2025 earnings - 1.29.2026 (039)
|
Jan 30, 2026 |
|
Visa's "Financial Alchemy" & The Rise of Agentic Commerce: Q1 2026 earnings - 1.29.2026 (038)
|
Jan 30, 2026 |
|
Waste Management's "Harvest Year": Q4 2025 earnings - 1.29.2026 (037)
|
Jan 30, 2026 |
|
Apple breaks the China curse: Q1 2026 earnings - 1.29.2026 (036)
|
Jan 30, 2026 |
|
Thermo Fisher running up the down escalator: Q4 2025 earnings - 1.29.2026 (035)
|
Jan 30, 2026 |
|
Comcast’s "Everyday Pricing" gamble: Q4 2025 earnings - 1.29.2026 (034)
|
Jan 30, 2026 |
|
Caterpillar is now a DATA CENTER stock: Q4 2025 earnings - 1.29.2026 (033)
|
Jan 30, 2026 |
|
Lockheed Martin - "Department of War" wants VOLUME: Q4 2025 earnings - 1.29.2026 (032)
|
Jan 30, 2026 |
|
Canadian Pacific KC is choosing VIOLENCE: Q4 2025 earnings - 1.28.2026 (031)
|
Jan 29, 2026 |
|
Starbucks bought back the traffic: Q1 2026 earnings - 1.28.2026 (030)
|
Jan 29, 2026 |
|
Microsoft just spent $37 BILLION: Q2 2026 earnings - 1.28.2026 (029)
|
Jan 29, 2026 |
|
Meta's shock & awe quarter: Q4 2025 earnings - 1.28.2026 (028)
|
Jan 29, 2026 |
|
Seagate is effectively SOLD OUT: Q2 2026 earnings - 1.27.2026 (027)
|
Jan 28, 2026 |
|
Texas Instruments analog winter might finally be thawing. Q4 2025 - 1.27.2026 (026)
|
Jan 28, 2026 |
|
Boeing’s $10 EPS is a lie (sort of): Q4 2025 earnings explained - 1.27.2026 (025)
|
Jan 28, 2026 |
|
Union Pacific make more money selling land: Q4 2025 earnings explained - 1.27.2026 (024)
|
Jan 28, 2026 |
|
RTX and the Iron Dome for America: Q4 2025 earnings explained - 1.27.2026 (023)
|
Jan 28, 2026 |
|
Loss -> Gain? General Motors Q4 2025 earnings explained - 1.27.2026 (022)
|
Jan 28, 2026 |
|
American Airlines and the gentrification of the fuselage: Q4 2025 - 1.27.2026 (021)
|
Jan 28, 2026 |
|
Has Baker Hughes “sold out”? Q4 2025 - 1.26.2026 (020)
|
Jan 27, 2026 |
|
Ryanair’s calculated chaos for a financial fortress: Q3 2026 - 1.26.2026 (019)
|
Jan 27, 2026 |
|
Intel Q4 2025: Hoping for zero earnings - 1.22.2026 (018)
|
Jan 23, 2026 |
|
GE Aerospace Q4 2025: Infinite backlog - 1.22.2026 (017)
|
Jan 23, 2026 |
|
United Airlines Holdings, Inc. Q4 2025: A global shortage of engines = Bullish UAL - 1.21.2026 (016)
|
Jan 21, 2026 |
|
Halliburton Company Q4 2025: Fracking for AI - 1.21.2026 (015)
|
Jan 21, 2026 |
|
Johnson & Johnson Q4 2025: Trading Band-Aids for Robots to reach $100B - 1.21.2026 (014)
|
Jan 21, 2026 |
|
3M Company Q4 2025: Make 3M Great Again? - 1.20.2026 (013)
|
Jan 21, 2026 |
|
Netflix, Inc. Q4 2025: A Glimpse into a New Empire - 1.20.2026 (012)
|
Jan 21, 2026 |
|
BlackRock, Inc. Q4 2025: This could be Financial Art - 1.15.2026 (011)
|
Jan 15, 2026 |
|
TSMC Q4 2025: A $50B assertion for the AI supercycle - 1.15.2026 (010)
|
Jan 15, 2026 |
|
Citigroup Inc. Q4 2025: “Boring banking” might be the answer - 1.14.2026 (009)
|
Jan 15, 2026 |
|
Wells Fargo & Company Q4 2025: Is the giant stumbling? - 1.14.2026 (008)
|
Jan 15, 2026 |
|
Bank of America Q4 2025: Financial photoshop made the ratio look prettier? - 1.14.2026 (007)
|
Jan 14, 2026 |
|
Delta Air Lines, Inc. Q4 2025: An airline that’s actually a bank - 1.13.2026 (006)
|
Jan 14, 2026 |
|
JP Morgan Chase & Co. Q4 2025: Strategic pain for the biggest bank - 1.13.2026 (005)
|
Jan 14, 2026 |
|
WD-40 Company Q1 2026: Can a Smart Straw Strategy payoff? - 1.8.2026 (004)
|
Jan 09, 2026 |
|
Constellation Brands Q3 2026: Beer flashing a blue collar recession? - 1.8.2026 (003)
|
Jan 08, 2026 |
|
Albertsons Companies Q3 2025: Selling data > selling bananas - 1.07.2026 (002)
|
Jan 07, 2026 |
|
Costco Q1 2026: A sleeping digital giant? - 12.11.2025 (001)
|
Dec 31, 2025 |