We break down First Solar's Q2 2025 earnings, digging into the drivers of its strong beat, production growth, and the effects of U.S. policy on its outlook. Ray and Mark examine the numbers, industry context, and management's long-term confidence for investors.

Ray and Mark break down PayPal’s Q2 2025 earnings results, examine key growth drivers like Venmo and crypto, and discuss the company’s outlook amid industry headwinds. The episode offers actionable insights into PayPal’s transformation and future-facing strategies.

Robinhood's Q2 2025 results broke records: huge earnings, surging user growth, and major product innovation. Ray and Mark break down what’s behind the momentum, examine strategic acquisitions like Bitstamp, and discuss whether this strong performance is sustainable.

Ray and Mark break down Meta’s strong Q2 2025 results, propelled by advertising surge and AI advances. They discuss Meta’s aggressive investments, strategic shifts, and what these numbers could mean for long-term investors.

Ray and Mark break down Tesla's mixed Q2 2025 earnings, examining the company's evolving AI focus, the launch of its robotaxi, and the financial and political challenges shaping its near-term future. Expect insights on revenue outperformance, compressed margins, and ambitious bets on autonomy and new vehicles. Get ready for a deep, fact-driven analysis—Tesla's immediate hurdles and long-term vision are laid bare.

A deep dive into Alphabet's Q2 2025 earnings, highlighting robust financials, the explosive impact of AI across segments, and the balancing act between innovation-driven CapEx and regulatory risks. Ray and Mark break down segment outperformance, discuss strategic investments, and put the numbers into investor context.

Netflix beats Q2 2025 expectations with remarkable revenue, profit, and ad-tier growth. Ray and Mark break down the key financials, subscriber trends, and the content fueling Netflix’s momentum. Get the full picture on how Netflix is shaping the future of streaming and advertising.

ASML's Q2 2025 results stunned the market with record revenues and a major backlog, but future guidance carries a note of caution amid geopolitical headwinds. Ray and Mark break down the numbers, explore the tech demand driving ASML, and highlight what risks lie ahead for investors.

We break down the latest earnings from JPMorgan Chase, Wells Fargo, and BlackRock, exploring how each banking powerhouse navigated economic uncertainty and beat analyst forecasts. From revenue surprises to strategic shifts, we analyze what these results mean for investors.

This episode unpacks the critical themes shaping the U.S. stock market as Q2 earnings season begins. With major earnings reports, key economic data, and global developments on the horizon, we break down what investors should watch this pivotal week. Ray and Mark bring their expertise to contextualize the numbers and trends influencing markets now.