Colton Thomas

Charged Alpha Stock Encyclopedia

Business EN ↓ 1005 episodes

Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.

Author

Colton Thomas

Episodes

MSI Stock: $2.7B Revenue — Q1 2026 Earnings Analysis 09.05.2026 14:42

## Chapters 0:00 The Motorola Solutions Story 3:58 Earnings Overview Motorola Solutions just reported Q1 2026 earnings — $2.7b revenue. Here's what the double beat means for MSI 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: $2.7B vs...

HII Stock: $3.1B Revenue — Q1 2026 Earnings Analysis 09.05.2026 15:17

## Chapters 0:00 The Huntington Ingalls Industries Story 3:58 Earnings Overview Huntington Ingalls Industries just reported Q1 2026 earnings — $3.1b revenue. Here's what the double beat means for HII 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...

WYNN Stock: EPS Beats by 6% — Q1 2026 Earnings Analysis 09.05.2026 14:51

## Chapters 0:00 The Wynn Resorts Story 3:58 Earnings Overview Wynn Resorts just reported Q1 2026 earnings — eps beats by 6%. Here's what the double beat means for WYNN 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 $1.8B exp...

CORZ Stock: Revenue Misses by 2% — Q1 2026 Earnings Analysis 09.05.2026 14:50

## Chapters 0:00 The Core Scientific Story 3:58 Earnings Overview Core Scientific just reported Q1 2026 earnings — revenue misses by 2%. We break down what went wrong and whether CORZ 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: $115M vs $117M expected (-1.5% m...

MCK Stock: Revenue Misses by 5% — Q1 2026 Earnings Analysis 09.05.2026 14:54

## Chapters 0:00 The McKesson Story 3:58 Earnings Overview McKesson just reported Q1 2026 earnings — revenue misses by 5%. The mixed results raise questions — here's our full breakdown of what it means for MCK. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $96.3B vs $101.3B...

AEP Stock: Revenue Up 5% — Q1 2026 Earnings Analysis 09.05.2026 17:17

## Chapters 0:00 The American Electric Power Story 3:58 Earnings Overview American Electric Power just reported Q1 2026 earnings — revenue up 5%. Here's what the double beat means for AEP 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:...

WMB Stock: EPS Beats by 16% — Q1 2026 Earnings Analysis 09.05.2026 15:48

## Chapters 0:00 The Williams Companies Story 3:56 Earnings Overview Williams Companies just reported Q1 2026 earnings — eps beats by 16%. The mixed results raise questions — here's our full breakdown of what it means for WMB. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $3...

TEM Stock: EPS Misses Estimates — Q1 2026 Earnings Analysis 09.05.2026 15:59

## Chapters 0:00 The Tempus AI Story 3:58 Earnings Overview Tempus AI just reported Q1 2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for TEM. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $348M vs $334M e...

HUBS Stock: EPS Beats by 10% — Q1 2026 Earnings Analysis 09.05.2026 15:40

## Chapters 0:00 The HubSpot Story 3:45 Earnings Overview HubSpot just reported Q1 2026 earnings — eps beats by 10%. Here's what the double beat means for HUBS 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: $881M vs $863M expected (+2...

HWM Stock: EPS Beats by 10% — Q1 2026 Earnings Analysis 09.05.2026 17:48

## Chapters 0:00 The Howmet Story 3:59 Earnings Overview Howmet Aerospace just reported Q1 2026 earnings — eps beats by 10%. Here's what the double beat means for HWM 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: $2.3B vs $2.2B expec...

DKNG Stock: $1.6B Revenue — Q1 2026 Earnings Analysis 09.05.2026 17:38

## Chapters 0:00 The DraftKings Story 3:57 Earnings Overview DraftKings just reported Q1 2026 earnings — $1.6b revenue. Here's what the double beat means for DKNG 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: $1.6B vs $1.6B expected...

TLN Stock: Revenue Up 11% — Q1 2026 Earnings Analysis 09.05.2026 18:09

## Chapters 0:00 The Talen Energy Story 3:58 Earnings Overview Talen Energy just reported Q1 2026 earnings — revenue up 11%. Here's what the double beat means for TLN 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: $1.1B vs $1.0B expec...

GILD Stock: Margins Hit 88% — Q1 2026 Earnings Analysis 09.05.2026 17:24

## Chapters 0:00 The Gilead Story 3:58 Earnings Overview Gilead Sciences just reported Q1 2026 earnings — margins hit 88%. Here's what the double beat means for GILD 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: $7.0B vs $6.9B expect...

TPL Stock: Revenue Misses by 1% — Q1 2026 Earnings Analysis 09.05.2026 16:13

## Chapters 0:00 The Texas Pacific Land Story 3:59 Earnings Overview Texas Pacific Land just reported Q1 2026 earnings — revenue misses by 1%. The mixed results raise questions — here's our full breakdown of what it means for TPL. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue...

CRWV Stock: Revenue Up 5% — Q1 2026 Earnings Analysis 09.05.2026 15:06

## Chapters 0:00 The CoreWeave Story 3:47 Earnings Overview CoreWeave just reported Q1 2026 earnings — revenue up 5%. The mixed results raise questions — here's our full breakdown of what it means for CRWV. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $2.1B vs $2.0B expecte...

ALAB Stock: EPS Beats by 13% — Q1 2026 Earnings Analysis 08.05.2026 17:32

## Chapters 0:00 The Astera Labs Story 3:59 Earnings Overview Astera Labs just reported Q1 2026 earnings — eps beats by 13%. Here's what the double beat means for ALAB 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: $308M vs $285M expe...

MELI Stock: Revenue Up 7% — Q1 2026 Earnings Analysis 08.05.2026 15:44

## Chapters 0:00 The MercadoLibre Story 3:39 Earnings Overview MercadoLibre just reported Q1 2026 earnings — revenue up 7%. The mixed results raise questions — here's our full breakdown of what it means for MELI. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $8.9B vs $8.3B e...

DBX Stock: $0.6B Revenue — Q1 2026 Earnings Analysis 08.05.2026 15:49

## Chapters 0:00 The Dropbox Story 3:55 Earnings Overview Dropbox just reported Q1 2026 earnings — $0.6b revenue. We break down what went wrong and whether DBX 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: $630M 📈 Free stock screening tools — no signup, no payw...

U Stock: $0.5B Revenue — Q1 2026 Earnings Analysis 08.05.2026 16:07

## Chapters 0:00 The Unity Software Story 3:58 Earnings Overview Unity Software just reported Q1 2026 earnings — $0.5b revenue. We break down what went wrong and whether U 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: $508M 📈 Free stock screening tools — no sig...

AKAM Stock: $1.1B Revenue — Q1 2026 Earnings Analysis 08.05.2026 16:41

## Chapters 0:00 The Akamai Technologies Story 3:58 Earnings Overview Akamai Technologies just reported Q1 2026 earnings — $1.1b revenue. We break down what went wrong and whether AKAM 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: $1.1B 📈 Free stock screening t...

TTD Stock: $0.7B Revenue — Q1 2026 Earnings Analysis 08.05.2026 15:54

## Chapters 0:00 The The Trade Desk Story 3:53 Earnings Overview The Trade Desk just reported Q1 2026 earnings — $0.7b revenue. We break down what went wrong and whether TTD 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: $689M 📈 Free stock screening tools — no s...

PTON Stock: EPS Beats, Revenue Misses — Q1 2026 08.05.2026 16:48

## Chapters 0:00 The Peloton Story 3:55 Earnings Overview Peloton just reported Q1 2026 earnings — eps beats, revenue misses. The mixed results raise questions — here's our full breakdown of what it means for PTON. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $631M 📈 Free...

CELH Stock: EPS Beats by 14% — Q1 2026 Earnings Analysis 08.05.2026 16:26

## Chapters 0:00 The Celsius Story 4:00 Earnings Overview Celsius just reported Q1 2026 earnings — eps beats by 14%. Here's what the double beat means for CELH 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: $783M vs $710M expected (+1...

VST Stock: Revenue Up 8% — Q1 2026 Earnings Analysis 08.05.2026 17:02

## Chapters 0:00 The Vistra Story 3:59 Earnings Overview Vistra just reported Q1 2026 earnings — revenue up 8%. The mixed results raise questions — here's our full breakdown of what it means for VST. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $5.6B vs $5.2B expected (+8.5...

AFRM Stock: EPS Beats by 29% — Q1 2026 Earnings Analysis 08.05.2026 16:08

## Chapters 0:00 The Affirm Story 4:00 Earnings Overview Affirm just reported Q1 2026 earnings — eps beats by 29%. Here's what the double beat means for AFRM 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: $268M vs $250M expected (+7.2...