All Episodes

LZB Stock Q1 FY2027: La-Z-Boy Fell 17% - It Earns 3x More Through Stores It Owns

FLXS Stock Q4 FY2026: Flexsteel Retired A Quarter Of Itself At $47 - The Stock Is $78

YALA Stock Q2 2026: Cash Equals The Entire Market Cap - And Marketing Just Doubled

MRCY Stock Q4 FY2026: Record $1.9B Backlog, Free Cash Flow Down 43% - Grading The Turnaround

ZTO Stock Q2 2026: Profit Up 50%, Stock Down 7% - The Volume Guide Got Cut

OPRA Stock Q2 2026: Revenue Grew 25% - The New Guide Implies 14%

FLNG Stock Q2 2026: Best Quarter Since 2021 - And Cash Still Fell $50 Million

TJX Stock Q2 FY2027: 60% Of The Company Grew 1% - Where The Profit Actually Came From

YMM Stock Q2 2026: Operating Profit Up 30%, Net Income Up 6% - Where The Other 24 Points Went

SQM Stock Q2 2026: Earnings Up 646% And The Chilean State Took More Than Shareholders

TGT Stock Q2 FY2026: Target - 94% Of The Beat Was A Tariff Refund

IMTX Stock Q2 2026: Immatics - The Phase 3 Slipped To H1 2027

HLIO Stock Q2 2026: Helios - Electronics Closed A 370bp Gap

SDRL Stock Q2 2026: Seadrill - A $71M Swing, $16M Of It Drilling

HSAI Stock Q2 2026: Hesai Group - The EPS Miss That Was Not Real

BHP Stock FY2026: BHP Group - The Record Year Was Price, Not Tonnes

BIDU Stock Q2 2026: Baidu - The AI Engine Went Backwards, Not The Ads

ANDG Stock Q2 2026: Andersen Group - Record Revenue, And The 12% You Actually Own

OCTV Stock Q2 2026: Octave Intelligence - The $2.1B Write-Down Its Own Stock Caused

CLBT Stock Q2 2026: Cellebrite Earnings - $15M Of ARR, $1.1B Of Market Value

SEPN Stock Q2 2026: Septerna Earnings - The Market Paid 23 pct For A Half-Life

QNT Stock Q2 2026: Quantinuum Earnings - The Bull Case Is Already The Price

WRD Stock Q2 2026: WeRide Earnings - Revenue Doubled, The Loss Did Not

HAWK Stock Q2 2026: HawkEye 360 Earnings - The EPS Beat Was An IPO Artifact

HTHT Stock Q2 2026: H World Group Earnings - Fees Up 25 Pct, Same-Hotel RevPAR Down 3 Pct

FLY Stock Q2 2026: Firefly Aerospace Earnings - Record Revenue, $9.4M From Launch

ESLT Stock Q2 2026: Elbit Systems Earnings - Record $32B Backlog, Stock Fell 8.3%

TBBB Stock Q2 2026: BBB Foods Earnings - EBITDA Grew 13.8%, Or 43.8%

EROC Stock Q2 2026: ERock Earnings - Revenue Fell 42%, Backlog Rose 10x

DPC Stock Q2 2026: DPC Holdings Earnings - Record Revenue, And The Margin Fell

BLTE Stock Q2 2026: Belite Bio Earnings - The FDA Said Yes And The Stock Fell 7%

STN Stock Q2 2026: Stantec Earnings - The Quarter One Business Line Paid For

SBS Stock Q2 2026: SABESP Earnings - The Interest Bill Ate The Tariff

ALH Stock Q2 2026: Alliance Laundry Earnings - Only A Quarter Of The Beat Was The Business

RIOT Stock Q2 2026: Riot Platforms Earnings - The $9.1B AI Lease Paid For In Bitcoin

SUZ Stock Q2 2026: Suzano Earnings - The Pulp Price Rose And Profit Fell 64%

BKD Stock Q2 2026: Brookdale Senior Living Earnings - The Margin That Never Moved

ORKA Stock Q2 2026: Oruka Therapeutics Earnings - A $7.4B Bet On One Drug

EMBJ Stock Q2 2026: Embraer Earnings - A $110M Raise With $4M Of Business

LEGN Stock Q2 2026: Legend Biotech Earnings - $657M Of Drug, No Profit

GLNG Stock Q2 2026: Golar LNG Earnings - A $2.45B Ship With No Charter

MNDY Stock Q2 2026: monday.com Earnings - The Buyback Is Finished

CBRS Stock Q2 2026: Cerebras Earnings - The Beat That Isn’t

MSGE Stock Q4 FY2026: MSG Entertainment Earnings - There Is No Second Garden

INSW Stock Q2 2026: International Seaways Earnings - A Record Quarter, And A Red Day

REZI Stock Q2 2026: Resideo Earnings - The 20% Drop That Wasn’t A Guidance Cut

EQPT Stock Q2 2026: EquipmentShare Earnings - 56% Of The Fleet Isn’t Theirs

GDS Stock Q2 2026: GDS Holdings Earnings - A Beat Made Of One Line

IHG Stock H1 2026: InterContinental Hotels Earnings - The Buyback, Counted Twice

ATRO Stock Q2 2026: Astronics Earnings - Record Backlog, Shorter Runway

LFTO Stock Q2 2026: Liftoff Mobile Earnings - A 42-Cent Beat, And A 20 Percent Drop

ONDS Stock Q2 2026: Ondas Earnings - Revenue 13x, But 38 Percent Of It Was Bought

LUNR Stock Q2 2026: Intuitive Machines Earnings - Revenue 4x, But The Moon Business Loses Money

KEEL Stock Q2 2026: Keel Infrastructure Earnings - 985 Megawatts Priced, Zero Signed

BRUN Stock Q2 2026: Boost Run Earnings - The Loss Is An Artifact, The Capex Is Not

COGT Stock Q2 2026: Cogent Biosciences Earnings - The Science Won, The Price Already Paid

TME Stock Q2 2026: Tencent Music Beat Twice And Fell 12% - The Growth Was Bought

CRC Stock Q2 2026: EPS Missed 27% And The Stock Rose - The Hedge Book Explains Both

YETI Stock Q2 2026: EPS Up 54%, Stock Down 11% - The Tariff Refund Behind The Beat

HTFL Stock Q2 2026: Heartflow Jumped 36% On A Guide That Says The Ramp Stops

HRB Stock Q4 FY2026: H&R Block Grew Revenue 5% With Zero New Customers

STUB Stock Q2 2026: StubHub Raised Volume Guidance And Not A Dollar Of Profit

KOPN Stock Q2 2026: Kopin’s First Profit Came From Below The Line

YSS Stock Q2 2026: York Space Systems Cuts Guidance 32% After Reaffirming It

LGN Stock Q2 2026: Legence Doubled Revenue And Wrote Off Its Green Business

CELC Stock Q2 2026: R&D Fell, Selling Costs Quintupled - Celcuity Just Changed Shape

BSP Stock Q2 2026: 126% Revenue Growth, And Only 3% Of It Was Organic

AMTM Stock Q3 FY2026: A Record $48B Backlog, And Revenue Still Fell

MIDD Stock Q2 2026: The 17% Miss That Never Happened

SFD Stock Q2 2026: A 2-Cent Beat, A $100M Guide Cut, And The Hogs Did It

ACM Stock Q3 FY2026: A $337M Charge, Three EPS Numbers, And A 17% Two-Day Drop

MSGS Stock Q4 FY2026: Knicks Title, 83% EPS Beat, $9.8B For $7.8M Profit

JBS Stock Q2 2026: Record $23.9B Sales And A $102M Net Loss

Global-e (GLBE) Q2 2026: A 52-Week High At 10am, And Red By The Close

Dillard’s (DDS) Q2 FY2026: A $1.59 Beat, And One Cent Of It Was The Business

Aramark (ARMK) Q3 FY2026: They Raised The Guide That Doesn’t Pay You

Ascendis Pharma (ASND) Q2 2026: EUR 2.83 Headline, EUR 0.90 Reality

Birkenstock (BIRK) Q3 FY2026: They Raised Guidance, Then Sold $1 Billion Of Stock

Performance Food Group (PFGC) Q4 FY2026: The Mix Shift Worked, The Shareholder Didn’t

Amcor (AMCR) Q4 FY2026: The Growth Was Bought, Not Earned

Pan American Silver (PAAS) Q2 2026: The Miss Was A Tax Bill

Erasca (ERAS) Q2 2026: Positive Data. The Stock Fell 48%.

SELLAS (SLS) Q2 2026: EPS Improved 29%. The Loss Got 46% Worse.

Axsome (AXSM) Q2 2026: 96 Cents Of Selling Cost Per Dollar Sold

Alcon (ALC) Q2 2026: A $402M Write-Off And A Lens Line Growing 1%

Franco-Nevada (FNV) Q2 2026: A 14-Cent Miss And A $42M Bullion Gain

Simon Property (SPG) Q2 2026: A 15-Cent EPS Miss, And A 1-Cent Move

BridgeBio (BBIO) Q2 2026: Attruby Up 211%, And The $934M Preferred

Trimble (TRMB) Q2 2026: A Beat, A Raise, And A $562M Write-Down

Ferguson Enterprises (FERG): Beat, Raised, And The Bill Two Days Later

CAVA Group (CAVA): The 14% Rally And The Sentence In The Footnote

Lumentum (LITE) Q4 FY2026 Earnings: The $7.8 Billion Receipt

Fervo Energy (FRVO) Q2 2026 Earnings: The Backlog Is Ahead Of The Rock

WhiteFiber (WYFI) Q2 2026 Earnings: The Growth Was A Breakup Fee

Applied Aerospace & Defense (AADX) Q2 2026 Earnings: Record EBITDA, Minus $103.7M Cash

AAON (AAON): Sales Doubled, the Guide Rose — and the Stock Fell 6%. Is AAON a Buy?

Hims & Hers (HIMS) Q2 2026 Earnings: 31 Cents On The Dollar

AST SpaceMobile (ASTS) Q2 2026 Earnings: One Satellite Cost $158 Million

Nebius (NBIS) Q2 2026 Earnings: $236M Of EBITDA, $260M Of Depreciation

Liquidia (LQDA) Q2 2026 Earnings: The Same $40 Million, Three Quarters Running