Podcast Episodes
Back to SearchGE Aerospace Stock: It Beat Earnings and RAISED Guidance Again — So Why We Say HOLD
GE Aerospace (GE) Q2 2026 — GE Aerospace (GE), the pure-play jet-engine giant carved out of the old General Electric, reported a strong Q2 2026: adju…
3 months, 1 week ago
UNH Stock: UnitedHealth Crushed Earnings and Raised Guidance — Is the Crisis Over?
UnitedHealth Group (UNH) Q2 2026 — UnitedHealth Group (UNH), the largest U.S. health insurer, reported a blowout Q2 2026: adjusted EPS of $6.38 crush…
3 months, 1 week ago
TSM Stock: It Makes 90% of the World’s AI Chips — And It’s Cheap
Taiwan Semiconductor (TSM) Q2 2026 — Taiwan Semiconductor (TSM), the world's dominant chip foundry (~90% of leading-edge manufacturing), reported a b…
3 months, 1 week ago
NFLX Stock: The Streaming King Fell 42% — Time to Buy Netflix?
Netflix (NFLX) Q2 2026 — Netflix (NFLX) reported Q2 2026 revenue of $12.56B, up 13.4% YoY (roughly in line), with EPS of $0.80 (a penny beat) and a 3…
3 months, 1 week ago
JBHT Stock: J.B. Hunt Doubled on the Freight Turn — Too Late to Buy?
J.B. Hunt Transport (JBHT) Q2 2026 — J.B. Hunt Transport (JBHT), the freight and logistics bellwether, reported Q2 2026 adjusted EPS of $1.91, beatin…
3 months, 1 week ago
UAL Stock: United Raised Guidance Through a $6B Fuel Hit — Buy It?
United Airlines (UAL) Q2 2026 — United Airlines (UAL) reported a strong Q2 2026: revenue up 16% YoY to $17.7B, adjusted EPS $1.99 (beat $1.91), unit …
3 months, 1 week ago
CTAS Stock: Cintas Popped 7% on Earnings — But It’s ~40x. Buy It?
Cintas (CTAS) Q4 FY2026 — Cintas (CTAS), the uniform-rental and facility-services compounder, reported fiscal Q4 2026: revenue up ~7% to $2.9B, adjus…
3 months, 1 week ago
ELV Stock: Elevance Beat AND Raised Guidance — So Why Did It Fall?
Elevance Health (ELV) Q2 2026 — Elevance Health (ELV), one of the largest U.S. health insurers (~46M members, formerly Anthem), reported Q2 2026 adju…
3 months, 1 week ago
JNJ Stock: A $100 Billion Milestone — But Is the Fortress Fully Priced?
Johnson & Johnson (JNJ) Q2 2026 — Johnson & Johnson (JNJ) reported a clean Q2 2026 beat: sales +6.6% to $25.3B, adjusted EPS $2.90 (+4.7%, ahead of e…
3 months, 1 week ago
ASML Stock: It Beat, It Raised — And the Stock Fell. Buy the Monopoly?
ASML Holding (ASML) Q2 2026 — ASML Holding (ASML) — the sole maker of EUV lithography machines, essential to every advanced AI chip — reported a clea…
3 months, 1 week ago