Podcast Episodes
Back to SearchTexas Instruments Stock: It Beat, Raised Guidance — and Still Fell. Why We Say HOLD (TXN Q2 2026)
Texas Instruments (TXN) Q2 2026 — Texas Instruments (TXN), the world's largest maker of analog chips, reported a clean beat-and-raise for Q2 2026: GA…
1 month, 1 week ago
Dr. Reddy’s Stock (RDY): Profit Crashed 69% to a 52-Week Low — Overreaction, or Broken Engine?
Dr. Reddy's Laboratories Ltd. (RDY) Q1 FY2027 — Dr. Reddy's (RDY), the ~$9.5B Indian generics-and-specialty pharma, reported Q1 FY2027 (quarter ended…
1 month, 1 week ago
Otis Stock (OTIS): The World’s #1 Elevator Annuity Just Hit 52-Week Lows After a Guidance Cut — Bargain or Value Trap?
Otis Worldwide (OTIS) Q2 2026 — Otis Worldwide (OTIS), the world's largest elevator & escalator company and the biggest recurring maintenance-service…
1 month, 1 week ago
Moody’s Stock (MCO): AI & Data-Center Debt Powered a Big Q2 Beat — So Why We Say HOLD
Moody's Corporation (MCO) Q2 2026 — Moody's Corporation (MCO), half of the global credit-ratings duopoly, reported a strong Q2 2026: revenue rose 15.…
1 month, 1 week ago
Equinor Stock: 7% Yield & Cheapest Oil Major — Bargain or Value Trap? We Say HOLD (EQNR Q2 2026)
Equinor (EQNR) Q2 2026 — Equinor ASA (EQNR), Norway's state-controlled integrated oil & gas major, reported a strong Q2 2026. Net operating income mo…
1 month, 1 week ago
AT&T Stock (T): 11% Cash-Flow Yield, $126B Debt, a Strong Q2 — Cheap Buy or Value Trap?
AT&T (T) Q2 2026 — AT&T beat on Q2 (adjusted EPS $0.65 vs ~$0.59), added a record 646K internet subscribers (367K fiber + 279K fixed wireless) and 43…
1 month, 1 week ago
Philip Morris (PM) Q2 2026: A Great Quarter GAAP Hides — Smoke-Free Winner at a Full Price? HOLD
Philip Morris International (PM) Q2 2026 — Philip Morris International (PM) reported Q2 2026 results that look contradictory at the headline but are …
1 month, 1 week ago
Wabtec Stock (WAB): It Beat Earnings and RAISED Guidance — So Why We Say HOLD
Wabtec (Westinghouse Air Brake Technologies) (WAB) Q2 2026 — Wabtec (WAB), the 155-year-old rail-equipment leader, reported a strong Q2 2026: adjuste…
1 month, 1 week ago
GE Vernova Stock: Orders Just Exploded +88% and It RAISED Guidance — So Why We Say HOLD
GE Vernova (GEV) Q2 2026 — GE Vernova (GEV), the power-and-grid company spun out of the old General Electric, reported a blockbuster Q2 2026: orders …
1 month, 1 week ago
TE Connectivity Stock: It Beat, RAISED Guidance, and AI Now Out-Earns Autos — Our Call: BUY (TEL Q3 FY2026)
TE Connectivity (TEL) Q3 FY2026 — TE Connectivity (TEL), the maker of the connectors and sensors that move power, signal and data through cars, facto…
1 month, 1 week ago