## Chapters

0:00 The Nu Holdings Story

3:57 Earnings Overview

Nu Holdings just reported Q1 2026 earnings — revenue up 5%.

The mixed results raise questions — here's our full breakdown of what it means for NU.

🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1

📊 Key Financial Highlights:

• Revenue: $5.3B vs $5.1B expected (+5.1% beat)

• EPS: $0.18 vs $0.20 expected (-10.0% miss)

• Gross Margin: 38.0%

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #NU #earnings #finance #investing #stockmarket #earningsseason #wallstreet #NuHoldings

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=vtDBTgKkw0U

## Chapters

0:00 The Applied Materials Story

3:50 Earnings Overview

Applied Materials just reported Q2 FY2026 earnings — eps beats by 7%.

Here's what the double beat means for AMAT and whether the bull case is playing out.

🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1

📊 Key Financial Highlights:

• Revenue: $7.9B vs $7.7B expected (+2.9% beat)

• EPS: $2.86 vs $2.68 expected (+6.7% beat)

• Gross Margin: 50.0%

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #AMAT #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #AppliedMaterials

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=Bbi0_a2Y5xY

## Chapters

0:00 The Honda Motor Story

4:30 FY2026 Annual Earnings Overview

Honda Motor Company just reported FY 2026 earnings — eps misses estimates.

The mixed results raise questions — here's our full breakdown of what it means for HMC.

🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1

📊 Key Financial Highlights:

• Revenue: $140.6B vs $139.9B expected (+0.5% beat)

• EPS: $-2.73 vs $2.05 expected (-233.2% miss)

• Gross Margin: 14.2%

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #HMC #earnings #consumer #investing #stockmarket #earningsseason #wallstreet #HondaMotorCompany

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=xTpDZoLgIbE

## Chapters

0:00 The Intuitive Machines Story

3:35 Earnings Overview

Intuitive Machines just reported Q1 2026 earnings — revenue misses by 7%.

We break down what went wrong and whether LUNR can recover.

🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1

📊 Key Financial Highlights:

• Revenue: $187M vs $200M expected (-6.7% miss)

• EPS: $-0.25 vs $-0.06 expected (+316.7% miss)

• Gross Margin: 8.9%

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #LUNR #earnings #industrials #investing #stockmarket #earningsseason #wallstreet #IntuitiveMachines

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=224ozyoUgcI

## Chapters

0:00 The YETI Holdings Story

3:40 Earnings Overview

YETI Holdings just reported Q1 2026 earnings — eps beats by 37%.

Here's what the double beat means for YETI and whether the bull case is playing out.

🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1

📊 Key Financial Highlights:

• Revenue: $380M vs $375M expected (+1.5% beat)

• EPS: $0.26 vs $0.19 expected (+36.8% beat)

• Gross Margin: 55.3%

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #YETI #earnings #consumer #investing #stockmarket #earningsseason #wallstreet #YETIHoldings

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=cnSyMrr5R8s

## Chapters

0:00 The Brookfield Corporation Story

3:55 Earnings Overview

Brookfield Corporation just reported Q1 2026 earnings — $18.6b revenue.

Here's what the double beat means for BN and whether the bull case is playing out.

🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1

📊 Key Financial Highlights:

• Revenue: $18.6B vs $17.9B expected (+3.5% beat)

• EPS: $0.66 vs $0.65 expected (+1.5% beat)

• Gross Margin: 38.0%

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #BN #earnings #finance #investing #stockmarket #earningsseason #wallstreet #BrookfieldCorporation

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=4zI7FdbH1Ms

## Chapters

0:00 The Spectrum Brands Story

3:49 Earnings Overview

Spectrum Brands just reported Q2 FY2026 earnings — eps beats by 17%.

Here's what the double beat means for SPB and whether the bull case is playing out.

🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1

📊 Key Financial Highlights:

• Revenue: $709M vs $677M expected (+4.8% beat)

• EPS: $1.25 vs $1.07 expected (+16.8% beat)

• Gross Margin: 36.2%

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #SPB #earnings #consumer #investing #stockmarket #earningsseason #wallstreet #SpectrumBrands

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=Bjclx92Xw-o

## Chapters

0:00 The CSN (Companhia Siderurgica Nacional) Story

3:42 Earnings Overview

CSN (Companhia Siderurgica Nacional) just reported Q1 2026 earnings — eps in line.

The mixed results raise questions — here's our full breakdown of what it means for SID.

🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1

📊 Key Financial Highlights:

• Revenue: $11.5B vs $11.2B expected (+2.3% beat)

• EPS: $-0.10 vs $-0.10 expected (+-0.0% miss)

• Gross Margin: 22.0%

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #SID #earnings #industrials #investing #stockmarket #earningsseason #wallstreet #CSNCompanhiaSiderurgicaNacional

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=ozUnZgGN3oE

## Chapters

0:00 The Grocery Outlet Story

3:53 Earnings Overview

Grocery Outlet just reported Q1 2026 earnings — eps misses estimates.

The mixed results raise questions — here's our full breakdown of what it means for GO.

🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1

📊 Key Financial Highlights:

• Revenue: $1.2B vs $1.1B expected (+1.7% beat)

• EPS: $0.05 vs $0.07 expected (-28.6% miss)

• Gross Margin: 29.6%

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #GO #earnings #consumer #investing #stockmarket #earningsseason #wallstreet #GroceryOutlet

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=BuTWQ3bzJ-g

## Chapters

0:00 The Amdocs Story

3:52 Earnings Overview

Amdocs just reported Q2 FY2026 earnings — $1.2b revenue.

Here's what the double beat means for DOX and whether the bull case is playing out.

🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1

📊 Key Financial Highlights:

• Revenue: $1.2B vs $1.2B expected (+1.0% beat)

• EPS: $1.78 vs $1.76 expected (+1.1% beat)

• Gross Margin: 32.5%

📈 Free stock screening tools — no signup, no paywall:

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #DOX #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #Amdocs

---

Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com)

⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies.

Watch on YouTube: https://www.youtube.com/watch?v=vw7S7_DDAm8