This week on Bulls vs Bears — Global Alpha Edition, Finn Judell and Richard Nader dive straight into U.S. earnings season and the stocks driving market sentiment.

We break down last week’s key reports (Intuitive Surgical, Intel, Netflix) and preview heavyweight earnings ahead — including UnitedHealth, Northrop Grumman, RTX, Boeing, Texas Instruments, IBM, Tesla, Microsoft, Apple, Visa/Mastercard, Chevron, Shell and more.

We also touch on:
• Why medical growth names like ISRG & Eli Lilly matter
• Intel’s pullback and the 12-month context behind it
• Netflix’s Warner Bros acquisition story
• Defence exposure via RTX & Northrop
• The AI angle for Texas Instruments, Micron & IBM
• Tesla’s headwinds vs Nvidia’s autonomous push
• Macro signals through consumer spending, CPI & the Fed
• Crypto sentiment and why forgotten assets can be opportunities

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