Colton Thomas

Charged Alpha Stock Encyclopedia

Business EN ↓ 1765 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.

Be sure to visit the podcast's website and support the creator: chargedalpha.podbean.com

Author

Colton Thomas

Episodes

NU Stock: Revenue Up 5% — Q1 2026 Earnings Analysis 14.05.2026 19:02

## 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 expec...

AMAT Stock: EPS Beats by 7% — Q2 FY2026 Earnings Analysis 14.05.2026 15:52

## 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...

HMC Stock: EPS Misses Estimates — FY 2026 Earnings Analysis 14.05.2026 18:24

## 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: •...

LUNR Stock: Revenue Misses by 7% — Q1 2026 Earnings Analysis 14.05.2026 18:01

## 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 (-...

YETI Stock: EPS Beats by 37% — Q1 2026 Earnings Analysis 14.05.2026 14:51

## 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...

BN Stock: $18.6B Revenue — Q1 2026 Earnings Analysis 14.05.2026 19:08

## 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: $...

SPB Stock: EPS Beats by 17% — Q2 FY2026 Earnings Analysis 14.05.2026 18:06

## 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 $...

SID Stock: EPS In Line — Q1 2026 Earnings Analysis 14.05.2026 18:13

## 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 Fina...

GO Stock: EPS Misses Estimates — Q1 2026 Earnings Analysis 14.05.2026 17:31

## 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 v...

DOX Stock: $1.2B Revenue — Q2 FY2026 Earnings Analysis 14.05.2026 17:12

## 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%...

STN Stock: EPS Beats by 8% — Q1 2026 Earnings Analysis 14.05.2026 18:33

## Chapters 0:00 The Stantec Story 3:55 Earnings Overview Stantec just reported Q1 2026 earnings — eps beats by 8%. Here's what the double beat means for STN 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: $1.7B vs $1.6B expected (+3.0...

MFC Stock: Revenue Up 6% — Q1 2026 Earnings Analysis 14.05.2026 17:28

## Chapters 0:00 The Manulife Financial Story 3:56 Earnings Overview Manulife Financial just reported Q1 2026 earnings — revenue up 6%. The mixed results raise questions — here's our full breakdown of what it means for MFC. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1.8B...

CPA Stock: $1.1B Revenue — Q1 2026 Earnings Analysis 14.05.2026 17:45

## Chapters 0:00 The Copa Holdings Story 3:51 Earnings Overview Copa Holdings just reported Q1 2026 earnings — $1.1b revenue. Here's what the double beat means for CPA 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 expe...

DOCS Stock: EPS Misses Estimates — Q4 FY2026 14.05.2026 17:18

## Chapters 0:00 The Doximity Story 3:48 Earnings Overview Doximity just reported Q4 FY2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for DOCS. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $145M vs $144M...

CSCO Stock: Margins Hit 66% — Q3 FY2026 Earnings Analysis 14.05.2026 18:06

## Chapters 0:00 The Cisco Systems Story 3:56 Earnings Overview Cisco Systems just reported Q3 FY2026 earnings — margins hit 66%. Here's what the double beat means for CSCO 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: $15.8B vs $15....

ATAT Stock: EPS Beats by 30% — Q1 2026 Earnings Analysis 13.05.2026 18:37

## Chapters 0:00 The Atour Lifestyle Story 3:56 Earnings Overview Atour Lifestyle just reported Q1 2026 earnings — eps beats by 30%. Here's what the double beat means for ATAT 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: $408M vs $3...

EOSE Stock: Revenue Up 42% — Q1 2026 Earnings Analysis 13.05.2026 18:58

## Chapters 0:00 The Eos Energy Story 3:57 Earnings Overview Eos Energy just reported Q1 2026 earnings — revenue up 42%. Here's what the double beat means for EOSE 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: $57M vs $40M expected (...

WRD Stock: Revenue Up 16% — Q1 2026 Earnings Analysis 13.05.2026 18:56

## Chapters 0:00 The WeRide Story 3:59 Earnings Overview WeRide just reported Q1 2026 earnings — revenue up 16%. Here's what the double beat means for WRD 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: $16M vs $14M expected (+16.2% be...

BIRK Stock: EPS Misses Estimates — Q2 FY2026 13.05.2026 18:58

## Chapters 0:00 The Birkenstock Story 3:56 Earnings Overview Birkenstock just reported Q2 FY2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for BIRK. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $668M vs...

GLBE Stock: EPS Beats by 22% — Q1 2026 Earnings Analysis 13.05.2026 18:59

## Chapters 0:00 The Global-E Online Story 3:57 Earnings Overview Global-E Online just reported Q1 2026 earnings — eps beats by 22%. Here's what the double beat means for GLBE 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: $252M vs $2...

WIX Stock: EPS Misses Estimates — Q1 2026 Earnings Analysis 13.05.2026 18:27

## 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 expec...

DT Stock: EPS Beats by 5% — Q4 FY2026 Earnings Analysis 13.05.2026 18:46

## 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...

TSEM Stock: EPS Beats by 18% — Q1 2026 Earnings Analysis 13.05.2026 18:28

## 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: $41...

NBIS Stock: Revenue Up 25% — Q1 2026 Earnings Analysis 13.05.2026 18:32

## 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 expe...

BABA Stock: EPS Misses Estimates — Q4 FY2026 13.05.2026 17:23

## 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: $35.3...