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Charged Alpha Stock Encyclopedia Charged Alpha Stock Encyclopedia Colton Thomas The Double Pivot: Soccer analysis, analytics, and commentary The Double Pivot: Soccer analysis, analytics, and commentary Mike Goodman and Michael Caley The Libertarian Christian Podcast The Libertarian Christian Podcast Libertarian Christian Institute Next Level University Next Level University Kevin Palmieri and Alan Lazaros The Jabot The Jabot Kathryn Rubino at Above the Law The Lila Rose Show The Lila Rose Show Lila Rose The Unfolding The Unfolding Meridith Foster Freight 360 Freight 360 Freight 360 The New Abnormal The New Abnormal Sean Pillot de Chenecey A People's History of Kansas City A People's History of Kansas City KCUR Studios The Raving Patients Podcast The Raving Patients Podcast Dr. Len Tau The Healthy Diabetic The Healthy Diabetic Coach Ken Kniss Ruthless Podcast Ruthless Podcast Josh Holmes, Comfortably Smug, Michael Duncan and John Ashbrook The Academic Imperfectionist The Academic Imperfectionist Rebecca Roache We Don't Wanna Grow Up We Don't Wanna Grow Up Pete & Stacy, Bleav Boundless Body Radio Boundless Body Radio Casey Ruff The Mind Muscle Connection The Mind Muscle Connection Jeff Hoehn Morning Announcements Morning Announcements Betches Media RiskReversal Pod RiskReversal Pod RiskReversal Media The HorrorBabble Podcast The HorrorBabble Podcast SpectreVision Radio City Cast Denver City Cast Denver City Cast On the Ground with Samaritan's Purse On the Ground with Samaritan's Purse On the Ground with Samaritan's Purse Little Kids, Big Hearts Little Kids, Big Hearts Sparkler Learning Owned and Operated - A Plumbing, Electrical, and HVAC Business Growth Podcast Owned and Operated - A Plumbing, Electrical, and HVAC Business Growth Podcast John Wilson Art of War - The Competitive 40k Network Art of War - The Competitive 40k Network Nick Nanavati History As It Happens History As It Happens Martin Di Caro Hoy empieza todo Hoy empieza todo Radio 3 The Decibel The Decibel The Globe and Mail The Peak Daily The Peak Daily The Peak / Curiouscast Talking Pools Podcast Talking Pools Podcast Rudy Stankowitz Daily Power Affirmations for your Creative Maniac Mind (in 60 Seconds) Daily Power Affirmations for your Creative Maniac Mind (in 60 Seconds) Heath Armstrong Legal AF by MeidasTouch Legal AF by MeidasTouch MeidasTouch Network トム・ブラウンのニッポン放送圧縮計画[オールナイトニッポンPODCAST] トム・ブラウンのニッポン放送圧縮計画[オールナイトニッポンPODCAST] ニッポン放送 請聽,哈佛管理學! 請聽,哈佛管理學! 哈佛商業評論 The Daily Detail The Daily Detail 1819 Media School of War School of War The Free Press Takin' A Walk - Music History with Buzz Knight Takin' A Walk - Music History with Buzz Knight Buzz Knight | Music History Podcast Host
Charged Alpha Stock Encyclopedia

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Charged Alpha Stock Encyclopedia

Colton Thomas

ABT Stock: Abbott Beat AND Raised — So Why Is It Still Down 27%? (Bargain or Value Trap?)

July 17, 2026 11:45am 14 min

Abbott Laboratories (ABT) Q2 2026 — Abbott (ABT) reported a solid Q2 2026 beat: revenue $12.59B (+13.0% reported, +4.8% organic), adjusted EPS $1.31 (beat $1.28, +4% YoY), adjusted gross margin 58.0% (+100bps). Medical D...

GE Aerospace Stock: It Beat Earnings and RAISED Guidance Again — So Why We Say HOLD

July 17, 2026 10:59am 13 min

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: adjusted EPS of $2.02 beat the ~$1.86 estimate (+22% YoY) on adjusted reven...

UNH Stock: UnitedHealth Crushed Earnings and Raised Guidance — Is the Crisis Over?

July 17, 2026 10:10am 13 min

UnitedHealth Group (UNH) Q2 2026 — UnitedHealth Group (UNH), the largest U.S. health insurer, reported a blowout Q2 2026: adjusted EPS of $6.38 crushed the ~$4.94 estimate and jumped 56% from $4.08 a year ago, as the med...

TSM Stock: It Makes 90% of the World’s AI Chips — And It’s Cheap

July 17, 2026 8:07am 12 min

Taiwan Semiconductor (TSM) Q2 2026 — Taiwan Semiconductor (TSM), the world's dominant chip foundry (~90% of leading-edge manufacturing), reported a big Q2 2026 beat: ADR EPS of $4.31 (vs $3.82 est), with gross margin exp...

NFLX Stock: The Streaming King Fell 42% — Time to Buy Netflix?

July 17, 2026 7:46am 12 min

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 33.4% operating margin. But the stock fell ~8% after hours on soft Q3 gu...

JBHT Stock: J.B. Hunt Doubled on the Freight Turn — Too Late to Buy?

July 16, 2026 7:33pm 12 min

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, beating $1.71, with EPS inflecting up from $1.49 the prior quarter and operat...

UAL Stock: United Raised Guidance Through a $6B Fuel Hit — Buy It?

July 16, 2026 7:11pm 11 min

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 revenue (TRASM) +12.1%, with premium revenue +16%, loyalty +11% and car...

CTAS Stock: Cintas Popped 7% on Earnings — But It’s ~40x. Buy It?

July 16, 2026 6:52pm 10 min

Cintas (CTAS) Q4 FY2026 — Cintas (CTAS), the uniform-rental and facility-services compounder, reported fiscal Q4 2026: revenue up ~7% to $2.9B, adjusted EPS $1.29 (beat $1.24), operating margin over 23%. The stock popped...

ELV Stock: Elevance Beat AND Raised Guidance — So Why Did It Fall?

July 16, 2026 6:35pm 13 min

Elevance Health (ELV) Q2 2026 — Elevance Health (ELV), one of the largest U.S. health insurers (~46M members, formerly Anthem), reported Q2 2026 adjusted EPS of $7.45, crushing the $6.18 estimate (helped by Carelon pharm...

JNJ Stock: A $100 Billion Milestone — But Is the Fortress Fully Priced?

July 16, 2026 6:16pm 13 min

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 estimates), with Innovative Medicine (pharma) sales +6.8% out-growing th...

ASML Stock: It Beat, It Raised — And the Stock Fell. Buy the Monopoly?

July 16, 2026 5:54pm 12 min

ASML Holding (ASML) Q2 2026 — ASML Holding (ASML) — the sole maker of EUV lithography machines, essential to every advanced AI chip — reported a clean Q2 2026 beat: net sales €9.3B, a 54.0% gross margin (above guidance),...

CAG Stock: Conagra Just Cut Its Dividend in Half — Buy the Reset?

July 16, 2026 5:33pm 12 min

Conagra Brands (CAG) Q4 FY2026 — Conagra Brands (CAG) reported fiscal Q4 2026: net sales +3.6% to $2.9B (organic flat), adjusted EPS $0.47 (a penny beat), but a GAAP loss of $3.37/share from a ~$1.6B non-cash brand impai...

SIFY Stock: India’s Data-Center Boom — But Deep in Debt

July 16, 2026 5:12pm 12 min

Sify Technologies (SIFY) Q1 FY2027 — Sify Technologies (SIFY) — an Indian ICT company pivoting hard into data centers for the AI/cloud buildout — reported fiscal Q1 2027 revenue up 15% YoY to INR 12,352M (~$149M), adjust...

WINA Stock: A 62%-Margin Compounder — But Is It Too Expensive?

July 16, 2026 4:52pm 12 min

Winmark Corporation (WINA) Q2 2026 — Winmark (WINA) — the franchisor behind resale chains Plato's Closet, Once Upon a Child, Play It Again Sports and Style Encore — reported fiscal Q2 2026 revenue up ~7.6% to $22.0M at a...

FEIM Stock: A Record Backlog and an Ugly Quarter — Buy the Dip?

July 16, 2026 9:30am 12 min

Frequency Electronics (FEIM) Q4 FY2026 — Frequency Electronics (FEIM) — a niche maker of atomic clocks and precision timing for satellites, missiles and secure military comms — reported an ugly fiscal Q4: gross margin co...

BMNR Stock: A Dollar of Ethereum for 87 Cents — Bargain or Trap?

July 16, 2026 9:04am 12 min

BitMine Immersion Technologies (BMNR) Q3 FY2026 — BitMine Immersion (BMNR), the largest corporate holder of Ethereum on earth (~5% of all ETH), trades at roughly a 13% discount to the value of its own coins — you buy a d...

PAC Stock: This Airport Grew Profit While Traffic Fell — Here’s How

July 15, 2026 1:29pm 12 min

Grupo Aeroportuario del Pacífico (PAC) Q2 2026 — Grupo Aeroportuario del Pacífico (GAP), the Mexican airport operator, grew Q2 2026 EBITDA 8.4% to a record 69% margin and net income 9% — even as passenger traffic fell 5....

ANGO Stock: AngioDynamics Jumped 11% — Because Medicare Said Yes

July 15, 2026 11:01am 11 min

AngioDynamics (ANGO) Q4 FY2026 — AngioDynamics beat on its fiscal Q4 (revenue $86.6M, +8%; adjusted loss of $0.07, 4 cents better than feared), grew full-year Med Tech 18%, and guided FY27 revenue above consensus. The st...

PXED Stock: University of Phoenix Trades at 7x Earnings — and Fears One Number

July 15, 2026 10:43am 12 min

Phoenix Education Partners (PXED) Q3 FY2026 — Phoenix Education Partners (parent of the University of Phoenix) reported flat Q3 revenue of $271.8M, beat on adjusted EPS at $1.43, but cut its full-year revenue guide and s...

ERIC Stock: Ericsson Beat on Profit and Fell 13% — Blame AI

July 15, 2026 10:23am 11 min

Ericsson (ERIC) Q2 2026 — Ericsson's Q2 2026 adjusted gross margin rose to 48.4% (Networks 50.4%, a multi-year high) and EPS met consensus, but the ADR fell ~13% — its worst earnings reaction in three years — after manag...

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