Podcast Episodes
Back to SearchTeradyne (TER): Revenue +104%, Guide Beat the Street — Then the Stock Erased a 15% Gap
Teradyne, Inc. (TER) Q2 2026 — Teradyne, Inc. (TER), one of the two companies that dominate automated semiconductor test equipment alongside Advantes…
3 months ago
Seagate (STX): 52% Gross Margin on Hard Drives — Best Quarter Ever, Stock Down 28%
Seagate Technology Holdings plc (STX) Q4 FY2026 — Seagate Technology Holdings plc (STX), one of only two companies that matter in nearline hard disk …
3 months ago
KLA (KLAC): A Record Quarter, a Beat — and the 1% Number Nobody Noticed
KLA Corporation (KLAC) Q4 FY2026 — KLA Corporation (KLAC), the dominant supplier of semiconductor process-control (inspection and metrology) equipmen…
3 months ago
Corning (GLW): A Genuine Beat That Fell 15% — Is the AI Optical Sell-Off a Gift?
Corning Incorporated (GLW) Q2 2026 — Corning (GLW), the 175-year-old materials-science company that now supplies the optical fiber and connectivity w…
3 months ago
Celestica Stock: Beat, Raised Guidance & CCS +84% on AI — So Why We Say HOLD (CLS Q2 2026)
Celestica Inc. (CLS) Q2 2026 — Celestica (CLS), the electronics-manufacturing-services (EMS) firm that has become the quiet backbone of the AI data c…
3 months ago
Cadence Stock: It Beat, Raised Guidance & Set a Record Backlog — So Why We Say HOLD (CDNS Q2 2026)
Cadence Design Systems (CDNS) Q2 2026 — Cadence Design Systems (CDNS), one half of the electronic-design-automation duopoly with Synopsys, delivered …
3 months ago
Applied Digital (APLD) Q4 FY2026: A $36B AI Data-Center Backlog vs $5B of Debt — Real Transformation or Priced for Perfection?
Applied Digital Corp. (APLD) Q4 FY2026 — Applied Digital (NASDAQ: APLD) — a Dallas-based designer, builder, and operator of large-scale AI + HPC data…
3 months ago
Amkor Technology (AMKR) Q2 2026: A Record Quarter, a $3B AI Bet — Why Did the Stock Fall?
Amkor Technology, Inc. (AMKR) Q2 2026 — Amkor Technology (NASDAQ: AMKR) — the world's #2 outsourced semiconductor assembly & test (OSAT) company and …
3 months ago
Navitas Semiconductor (NVTS) Q2 2026: A $2.8B Bet on NVIDIA’s 800V AI Power — Real Story or Priced for Perfection?
Navitas Semiconductor Corp. (NVTS) Q2 2026 — Navitas Semiconductor (NASDAQ: NVTS) — a designer of gallium-nitride (GaN) and silicon-carbide (SiC) pow…
3 months ago
Costamare (CMRE) Q2 2026: Trading Below Its Own Fleet With a $6 Billion Backlog — Deep Value or Cyclical Trap?
Costamare Inc. (CMRE) Q2 2026 — Costamare Inc. (NYSE: CMRE), one of the largest independent owners of containerships in the world, reported Q2 2026 (…
3 months ago