Podcast Episodes
Back to SearchRTX Stock: It Beat Earnings and RAISED Guidance AGAIN — So Why We Say HOLD
RTX Corporation (RTX) Q2 2026 — RTX Corporation (RTX), the aerospace-and-defense prime (Collins Aerospace, Pratt & Whitney, Raytheon), reported a blo…
3 months, 1 week ago
Thermo Fisher Stock (TMO): Beat Earnings, Margins Up, Down 31% — Why We Say BUY
Thermo Fisher Scientific (TMO) Q2 2026 — Thermo Fisher Scientific (TMO) — the 'picks-and-shovels' arms dealer of the life-science and diagnostics ind…
3 months, 1 week ago
Molina Healthcare (MOH) Stock: It Beat and RAISED Guidance — So Why Did It Crash 9%?
Molina Healthcare (MOH) Q2 2026 — Molina Healthcare (MOH), a pure-play government-sponsored managed-care insurer (~4.9M members across Medicaid, Medi…
3 months, 1 week ago
Knight-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…
3 months, 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…
3 months, 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…
3 months, 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: …
3 months, 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 …
3 months, 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…
3 months, 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…
3 months, 1 week ago