Podcast Episodes
Back to SearchAlphabet Stock: Cloud Surged 82%, Free Cash Flow Went Negative — Why We Say HOLD (GOOGL Q2 2026)
Alphabet Inc. (GOOGL) Q2 2026 — Alphabet (GOOGL) reported a superb operating Q2 2026: revenue rose 24% YoY to $119.8B (its 12th straight double-digit…
3 months ago
ServiceNow Stock Down 55%: It Beat & Raised — Why We Say BUY (NOW Q2 2026)
ServiceNow (NOW) Q2 2026 — ServiceNow (NOW), the enterprise-workflow and AI platform run by most of the Fortune 500, reported a Q2 2026 beat-and-rais…
3 months ago
Tesla Q2 2026: Record Sales, No Profit — Priced for Autonomy? Why We Say HOLD (TSLA)
Tesla, Inc. (TSLA) Q2 2026 — Tesla (TSLA) reported a record-but-hollow Q2 2026: revenue of $28.24B (+26% YoY) beat the ~$26.4B estimate and pushed tr…
3 months ago
Texas 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…
3 months 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…
3 months, 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…
3 months, 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.…
3 months, 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…
3 months, 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…
3 months, 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 …
3 months, 1 week ago