Podcast Episodes
Back to SearchGE 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
EQT Stock: The ’Ugly’ Q2 Miss That Isn’t — Cheap Gas or Mirage? We Say HOLD (EQT Q2 2026)
EQT Corporation (EQT) Q2 2026 — EQT Corporation (EQT), the largest U.S. natural-gas producer, reported Q2 2026 results that LOOK like a miss but tell…
1 month, 1 week ago
Alaska Air Stock: A Loss on an 85% Fuel Spike — But We Say HOLD (ALK Q2 2026)
Alaska Air Group (ALK) Q2 2026 — Alaska Air Group (ALK) reported a fuel-driven Q2 2026: a GAAP net loss of $76M, or -$0.68/share (pretax margin -5.3%…
1 month, 1 week ago
Pegasystems Stock: It Missed and Growth Is Slowing — So Why We Say BUY (PEGA Q2 2026)
Pegasystems (PEGA) Q2 2026 — Pegasystems (PEGA), the founder-led enterprise-software company (low-code process automation + AI decisioning), MISSED i…
1 month, 1 week ago
AAR Corp Stock: Record Year, Adjusted EPS +32% — But We Say HOLD (AIR Q4 FY2026)
AAR Corp (AIR) Q4 FY2026 — AAR Corp (AIR), a leading aviation aftermarket services company, reported a RECORD Q4 FY2026 (quarter ended May 31): net s…
1 month, 1 week ago
Mueller Industries (MLI) Q2 2026: Sales +25% on a Copper Boom — But We Say HOLD | Charged Alpha
Mueller Industries (MLI) Q2 2026 — Mueller Industries (MLI), one of North America's largest copper and brass manufacturers, reported Q2 2026 (quarter…
1 month, 1 week ago
Genuine Parts Stock (GPC): It Beat, Reaffirmed Guidance, and STILL Fell 7% — Why We Say HOLD
Genuine Parts Company (GPC) Q2 2026 — Genuine Parts Company (GPC), the parts-distribution giant behind NAPA (auto) and Motion (industrial), reported …
1 month, 1 week ago
Halliburton Stock (HAL): It Beat Earnings and Still Fell 6% — Why We Say HOLD
Halliburton (HAL) Q2 2026 — Halliburton (HAL), the world's #2 oilfield-services company behind SLB, reported a Q2 2026 double beat that the market st…
1 month, 1 week ago
Vicor Stock (VICR): It Beat Big and Fell 10% — Why We Say HOLD on the AI-Power Play
Vicor (VICR) Q2 2026 — Vicor (VICR), the Andover-based maker of modular power chips increasingly aimed at AI data centers, reported a strong Q2 2026:…
1 month, 1 week ago