Podcast Episodes
Back to SearchReturn of the Mall Rat: The American Mall Is Coming Back
For two decades the mall was retail's easiest obituary. The data now argues back. Foot traffic is growing again in 2026, and survey data shows 48% of…
1 day, 22 hours ago
GE Aerospace Q3 2026: Inside the Quarter — Orders, Workscopes, and the Cash Debate
A deeper look inside GE Aerospace's third quarter: where the earnings beat actually came from, a 27.9% commercial engines margin, orders up 49% with …
1 day, 22 hours ago
Staples: Selective in a Tepid Tape
A pre-Q3 deep dive on consumer staples in a no-volume-growth world. The setup: muted US volumes, a pressured low-end consumer, pricing largely exhaus…
1 day, 22 hours ago
RTX Q3 Deep Dive: Anatomy of a Beat — Tariff Refunds and the $130B Raytheon Backlog
A companion deep dive on RTX's Q3 2026 print. Adjusted EPS of $2.26 beat consensus of $1.78 by 27% — but roughly $410 million of tariff cost recovery…
1 day, 22 hours ago
Blackstone: The Private Markets Machine Meets Its Liquidity Test
Alpha Brands Research initiates on Blackstone at 107 dollars, 46 percent below its high. The fee engine is intact: 1.35 trillion in assets, record in…
1 day, 22 hours ago
Schwab Q3 2026: Record Flows, a Funding Debate
Charles Schwab's Q3 2026 (reported Oct 15) was a record quarter the market chose to argue with: revenue of $7.17B (+17% YoY), adjusted EPS of $1.69 (…
1 day, 22 hours ago
Salesforce Buys Braze: Completing the Agent Stack
Salesforce announced a definitive agreement to acquire customer-engagement platform Braze for ~$5.66B in cash ($47.50/share, a ~58% premium), its fou…
1 day, 23 hours ago
GE Aerospace Q3 2026: Beat, Raise, and a $170 Billion Services Backlog
GE Aerospace beat Q3 2026 expectations and raised full-year guidance on every line: adjusted EPS of $2.25 (up 36%), adjusted revenue up 18%, orders u…
1 day, 23 hours ago
RTX Q3 2026: Beat, Raise, Repeat — a Record $340B Backlog
RTX cleared the highest bar on the board: adjusted EPS of $2.26 vs $1.78 expected (+33% YoY), sales of $24.97B (+11%, +12% organic), a record $340B b…
1 day, 23 hours ago
Axon: Owns Every Link in the Chain — Now It Has to Turn Growth Into Cash
An initiation on Axon Enterprise (AXON), from Alpha Brands Research's Oct 19 report: the company owns every link in the public safety chain — TASER, …
2 days, 8 hours ago