Podcast Episodes
Back to SearchBioNTech (BNTX): 80% Of This Company Is Cash. Guidance Cut, Stock UP. Is BNTX Stock a Buy?
BioNTech SE (BNTX) Q2 2026 — Reported Aug 4, 2026 pre-open for the three and six months ended June 30, 2026. Revenue EUR 105.6M, DOWN 59.5%. Net loss…
3 weeks, 1 day ago
Cummins (CMI): Record Quarter, Raised Guidance - And The Stock Fell 5.5%. Is CMI Stock a Buy?
Cummins Inc. (CMI) Q2 2026 — Reported Aug 4, 2026 pre-open for the quarter ended June 30, 2026. Revenue $9,457M, +9.4%, a Q2 record, BEATING the $9.3…
3 weeks, 2 days ago
Spotify (SPOT): 300 Million Subscribers - And Ad Revenue Grew 1%. Is SPOT Stock a Buy?
Spotify Technology S.A. (SPOT) Q2 2026 — Reported Aug 4, 2026 pre-open for the quarter ended June 30, 2026. Spotify REPORTS IN EUROS and TRADES IN DO…
3 weeks, 2 days ago
Entegris (ENTG): The Secular Half Grew 4.6%, The Cyclical Half Grew 17%. Is ENTG Stock a Buy?
Entegris, Inc. (ENTG) Q2 2026 — Reported August 4, 2026 BEFORE the US open for the fiscal second quarter ENDED JUNE 27, 2026 (a 13-week quarter - not…
3 weeks, 2 days ago
IDEXX (IDXX): Vet Visits Are Falling, It Grew 11 Points Faster. Is IDXX Stock a Buy?
IDEXX Laboratories, Inc. (IDXX) Q2 2026 — Reported August 4, 2026 BEFORE the US open for Q2 2026 (the quarter ended June 30, 2026). Revenue $1,216.6M…
3 weeks, 2 days ago
Ultra Clean (UCTT): Beat by $57M, Burned $100M of Cash. Is UCTT Stock a Buy?
Ultra Clean Holdings, Inc. (UCTT) Q2 2026 — Reported August 3, 2026 after the US close for Q2 2026 (the quarter ended June 26, 2026). Revenue $644.9M…
3 weeks, 2 days ago
Grab (GRAB): EBITDA +54%, Profit 12x - But Free Cash Flow FELL. Is GRAB a Buy?
Grab Holdings Limited (GRAB) Q2 2026 — Reported August 3, 2026 after the US close for Q2 2026 (the quarter ended June 30, 2026). Revenue $997M (+22% …
3 weeks, 2 days ago
ON Semiconductor (ON): EPS +40%, Free Cash Flow 4x, Stock -40%. Is ON a Buy?
ON Semiconductor Corporation (onsemi) (ON) Q2 2026 — Reported August 3, 2026 before the open for Q2 2026 (the quarter ended July 3, 2026). Revenue $1…
3 weeks, 2 days ago
JAZZ (Jazz Pharmaceuticals): The EPS ’Miss’ Was a $77M Check It Won’t Add Back — Q2 2026
Jazz Pharmaceuticals plc (JAZZ) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Total revenue $1,208.3M, +15.6%, a…
3 weeks, 2 days ago
POWL (Powell Industries): A Record $934M Order Book — And 57% Of It Was Three Orders. Q3 FY2026
Powell Industries, Inc. (POWL) Q3 FY2026 — Reported after the close on August 3 (the 8-K hit EDGAR at 4:28pm ET; fiscal Q3 2026, the three months end…
3 weeks, 2 days ago