## Chapters

0:00 The Wix.com Story

3:54 Earnings Overview

Wix.com just reported Q1 2026 earnings — eps misses estimates.

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

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

📊 Key Financial Highlights:

• Revenue: $541M vs $530M expected (+2.1% beat)

• EPS: $0.68 vs $1.22 expected (-44.3% miss)

• Gross Margin: 68.0%

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

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #WIX #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #Wixcom

---

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=zj13Tk2zEfo

## Chapters

0:00 The Dynatrace Story

3:55 Earnings Overview

Dynatrace just reported Q4 FY2026 earnings — eps beats by 5%.

Here's what the double beat means for DT 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: $532M vs $518M expected (+2.7% beat)

• EPS: $0.41 vs $0.39 expected (+5.1% beat)

• Gross Margin: 83.0%

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

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #DT #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #Dynatrace

---

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=jSe_HuzaGo8

## Chapters

0:00 The Tower Semiconductor Story

3:52 Earnings Overview

Tower Semiconductor just reported Q1 2026 earnings — eps beats by 18%.

Here's what the double beat means for TSEM 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: $414M vs $390M expected (+6.2% beat)

• EPS: $0.65 vs $0.55 expected (+18.2% beat)

• 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 #TSEM #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #TowerSemiconductor

---

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=mHG52SLz00w

## Chapters

0:00 The Nebius Group Story

3:58 Earnings Overview

Nebius Group just reported Q1 2026 earnings — revenue up 25%.

Here's what the double beat means for NBIS 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: $399M vs $320M expected (+24.7% beat)

• EPS: $-0.23 vs $-0.78 expected (-70.5% beat)

• Gross Margin: 42.0%

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

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #NBIS #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #NebiusGroup

---

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=39aYecYv1XM

## Chapters

0:00 The Alibaba Group Story

4:00 Earnings Overview

Alibaba Group just reported Q4 FY2026 earnings — eps misses estimates.

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

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

📊 Key Financial Highlights:

• Revenue: $35.3B vs $34.2B expected (+3.2% beat)

• EPS: $0.09 vs $1.22 expected (-92.6% miss)

• Gross Margin: 37.0%

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

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #BABA #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #AlibabaGroup

---

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=pdbW3qUX0Uw

## Chapters

0:00 The PagSeguro Digital Story

3:58 Earnings Overview

PagSeguro Digital just reported Q1 2026 earnings — revenue misses by 1%.

We break down what went wrong and whether PAGS 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: $660M vs $670M expected (-1.5% miss)

• EPS: $0.39 vs $0.40 expected (-2.5% miss)

• Gross Margin: 42.5%

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

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #PAGS #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #PagSeguroDigital

---

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=kTjEfeaiRGk

## Chapters

0:00 The Resideo Technologies Story

3:57 Earnings Overview

Resideo Technologies just reported Q1 2026 earnings — eps beats by 8%.

Here's what the double beat means for REZI 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: $1.9B vs $1.9B expected (+2.0% beat)

• EPS: $0.65 vs $0.60 expected (+8.3% beat)

• Gross Margin: 28.5%

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

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #REZI #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #ResideoTechnologies

---

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=8QFf6hkWoSQ

## Chapters

0:00 The Karman Holdings Story

3:51 Earnings Overview

Karman Holdings just reported Q1 2026 earnings — eps misses estimates.

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

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

📊 Key Financial Highlights:

• Revenue: $151M vs $145M expected (+4.3% beat)

• EPS: $0.06 vs $0.10 expected (-40.0% miss)

• Gross Margin: 37.2%

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

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #KRMN #earnings #industrials #investing #stockmarket #earningsseason #wallstreet #KarmanHoldings

---

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=A2MBzYv9x8c

## Chapters

0:00 The Franco-Nevada Story

3:48 Earnings Overview

Franco-Nevada just reported Q1 2026 earnings — eps beats by 16%.

Here's what the double beat means for FNV 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: $651M vs $595M expected (+9.4% beat)

• EPS: $2.43 vs $2.09 expected (+16.3% beat)

• Gross Margin: 80.9%

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

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #FNV #earnings #industrials #investing #stockmarket #earningsseason #wallstreet #FrancoNevada

---

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=oy5sCL7omAM

## Chapters

0:00 The Oklo Story

3:32 Earnings Overview

Oklo just reported Q1 2026 earnings — earnings deep dive.

Here's what the double beat means for OKLO 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:

• EPS: $-0.19 vs $-0.20 expected (-5.0% beat)

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

https://chargedalpha.com

🎧 Also available as a podcast:

https://chargedalpha.podbean.com

#stocks #OKLO #earnings #energy #investing #stockmarket #earningsseason #wallstreet #Oklo

---

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=srAo7rvKwJ8