Podcast Episodes
Back to SearchUnited Rentals Stock: A Record Beat-and-Raise to an All-Time High — So Why We Say HOLD
United Rentals (URI) Q2 2026 — United Rentals (URI), the world's largest equipment-rental company, reported a record Q2 2026: adjusted EPS of $12.76 …
3 months ago
T-Mobile Stock: It Beat and RAISED Cash Guidance — Then Crashed 11%. So Why We Say BUY
T-Mobile US (TMUS) Q2 2026 — T-Mobile US (TMUS), America's postpaid wireless leader, reported a strong Q2 2026: diluted EPS of $2.99 beat the ~$2.60 …
3 months ago
Newmont Stock: Record Gold, Record Cash, a Falling Stock — Why We’re a Cautious BUY (NEM Q2 2026)
Newmont Corporation (NEM) Q2 2026 — Newmont (NEM), the world's largest gold miner, reported a strong Q2 2026: a realized gold price of $4,414/oz drov…
3 months ago
Norfolk Southern Stock: A Record Quarter and a $393 Buyout — Here’s Why We Say HOLD (NSC Q2 2026)
Norfolk Southern (NSC) Q2 2026 — Norfolk Southern (NSC), one half of the eastern US rail duopoly, reported a record Q2 2026: railway operating revenu…
3 months ago
AppFolio: Beat, Raised, Crossed $1B — Yet Near 52-Week Lows; Our Call: BUY (APPF Q2 2026)
AppFolio (APPF) Q2 2026 — AppFolio (APPF), the software platform that runs the property-management industry, reported a strong Q2 2026: revenue grew …
3 months ago
Gentherm Stock: It CRUSHED Earnings and Popped 26% — So Why We Say HOLD (THRM Q2 2026)
Gentherm (THRM) Q2 2026 — Gentherm (THRM), the world leader in automotive climate-controlled seats, reported a record Q2 2026: revenue rose 11% to a …
3 months ago
VeriSign Stock (VRSN): The .com Monopoly Is Growing AGAIN and RAISED Guidance — So Why We Say HOLD
VeriSign (VRSN) Q2 2026 — VeriSign (VRSN), the government-sanctioned monopoly operator of the .com and .net domain registries, reported a solid Q2 20…
3 months ago
MaxLinear Stock (MXL): Up 7x on the AI-Optical Boom, It Beat Earnings — So Why We Say HOLD
MaxLinear, Inc. (MXL) Q2 2026 — MaxLinear (MXL), the fabless communications-chip maker that has reinvented itself as an AI data-center optical play, …
3 months ago
SAP Stock Just Hit a 52-Week Low — With Cloud Backlog Up 27%. Why We Say BUY
SAP SE (SAP) Q2 2026 — SAP SE (NYSE: SAP), the German enterprise-software giant and Europe's most valuable tech company, reported a strong Q2 2026: c…
3 months ago
Comfort Systems Stock (FIX): +92% EPS and a Record $14B Backlog — So Why We Say HOLD
Comfort Systems USA, Inc. (FIX) Q2 2026 — Comfort Systems USA (FIX), the mechanical & electrical contractor at the center of the data-center construc…
3 months ago