Podcast Episodes

Newmont (NEM): How $4,400 gold masks soaring extraction costs [Q2 2026]

A 33% surge in realized gold prices papered over Australian earthquakes and surging extraction costs during Newmont's Q2 2026.

In ~10 minutes:

• How $4…

1 week ago

RTX (RTX): Killing the razor blade engine model [Q2 2026]

For its Q2 2026 quarter, RTX is buried under a record backlog but plans to drastically overhaul how the commercial aerospace industry makes money.

In …

1 week ago

Intel (INTC): Absorbing a $12.5B CHIPS Act paper penalty [Q2 2026]

Intel’s Q2 2026 print delivered its fastest top-line growth in 15 years, but a massive accounting quirk makes the headline numbers look completely di…

1 week ago

Daily Earnings: Hardware hoarding eats software budgets | GOOG, IBM, TSLA | Jul 22

The desperate corporate race to physically scale AI infrastructure has become so inherently expensive that it is severely draining major tech balance…

1 week, 1 day ago

ServiceNow (NOW): Padding a $4B beat with borrowed future deals [Q2 2026]

ServiceNow’s massive Q2 2026 earnings beat looks flawless on the surface, until you realize management quietly pulled government revenue from the fut…

1 week, 1 day ago

Tesla (TSLA): The SpaceX paper gain rescuing 1.4% margins [Q2 2026]

Tesla's Q2 2026 looks like a bottom-line triumph, but core auto operations required a massive unrealized equity gain to disguise dangerously thin ope…

1 week, 1 day ago

IBM ($IBM): Clients ditch software to hoard raw servers [Q2 2026]

IBM's Q2 2026 revenue miss reveals a strange macroeconomic paradox: corporate clients abruptly deferred massive software contracts at the buzzer to s…

1 week, 1 day ago

Alphabet (GOOG): The $98 billion paper illusion [Q2 2026]

Alphabet’s Q2 2026 headline earnings broke records, but beneath the surface lies a massive accounting distortion and a capital-intensive hardware piv…

1 week, 1 day ago

Daily Earnings: Tech hoarding chokes legacy production | GM, MMM, RYAAY | Jul 21

The hyperscale artificial intelligence buildout is actively penalizing traditional heavy industry, forcing legacy companies to swallow surging compon…

1 week, 2 days ago

3M (MMM): Rewiring Microsoft Azure's AI data centers [Q2 2026]

Legacy industrial giant 3M blew past Q2 expectations by pivoting a proprietary optical patent into a critical infrastructure partnership with Microso…

1 week, 2 days ago