Podcast Episodes
Back to SearchKnight-Swift Stock: The Freight Recession Looks Over — a Real Cycle Turn, or a Rebound Already Priced In? Why We Say HOLD (KNX Q2 2026)
Knight-Swift Transportation Holdings (KNX) Q2 2026 — Knight-Swift Transportation (KNX), the largest full-truckload carrier in North America, reported…
1 month, 1 week ago
STMicroelectronics Stock: Revenue Jumped 26% — So Why We Say HOLD (STM Q2 2026)
STMicroelectronics (STM) Q2 2026 — STMicroelectronics (STM), one of Europe's largest chipmakers, reported a recovery quarter for Q2 2026: net revenue…
1 month, 1 week ago
Southwest Stock: A Near-DOUBLE Earnings Beat and Record Revenue — So Why Did LUV Fall?
Southwest Airlines (LUV) Q2 2026 — Southwest Airlines (LUV), the low-fare giant remaking itself under activist Elliott, reported a strong Q2 2026 — i…
1 month, 1 week ago
QuantumScape Just Landed Honda and Is Sitting on $859M — So Why Is the Stock Near All-Time Lows?
QuantumScape (QS) Q2 2026 — QuantumScape (QS), the solid-state lithium-metal battery developer, reported Q2 2026 (quarter ended June 30) on July 22: …
1 month, 1 week ago
Medpace Stock (MEDP): Growth Just Roared Back and It Popped 17% — Are You Too Late?
Medpace Holdings (MEDP) Q2 2026 — Medpace Holdings (MEDP), the elite full-service contract research organization (CRO) that runs clinical trials for …
1 month, 1 week ago
CSX Stock: Record Quarter, Record High — a Railroad, or a Merger Lottery Ticket? Why We Say HOLD (CSX Q2 2026)
CSX Corporation (CSX) Q2 2026 — CSX Corporation (CSX) reported a record Q2 2026: revenue rose 10% YoY to a record $3.94B, diluted EPS of $0.54 beat t…
1 month, 1 week ago
IBM Stock: The Worst Crash in Its History — Bargain or Value Trap? Why We Say HOLD (IBM Q2 2026)
International Business Machines (IBM) Q2 2026 — IBM (IBM) reported a genuine miss for Q2 2026 that it pre-announced 8 days early on July 14 — trigger…
1 month, 1 week ago
Alphabet Stock: Cloud Surged 82%, Free Cash Flow Went Negative — Why We Say HOLD (GOOGL Q2 2026)
Alphabet Inc. (GOOGL) Q2 2026 — Alphabet (GOOGL) reported a superb operating Q2 2026: revenue rose 24% YoY to $119.8B (its 12th straight double-digit…
1 month, 1 week ago
ServiceNow Stock Down 55%: It Beat & Raised — Why We Say BUY (NOW Q2 2026)
ServiceNow (NOW) Q2 2026 — ServiceNow (NOW), the enterprise-workflow and AI platform run by most of the Fortune 500, reported a Q2 2026 beat-and-rais…
1 month, 1 week ago
Tesla Q2 2026: Record Sales, No Profit — Priced for Autonomy? Why We Say HOLD (TSLA)
Tesla, Inc. (TSLA) Q2 2026 — Tesla (TSLA) reported a record-but-hollow Q2 2026: revenue of $28.24B (+26% YoY) beat the ~$26.4B estimate and pushed tr…
1 month, 1 week ago