We went live again on another Earnings Watch Party, and it was packed with market-moving names.

We covered some of the biggest players in healthcare, semiconductors, fast food, entertainment, and travel – all reporting in the thick of Q2 earnings season.

And with Wall Street expectations as high as ever, the gap between reported and real earnings reveals big opportunities (and risks).

Watch the replay where we:

  • Break down the earnings setups for each stock.
  • Show how Core Earnings stack up against Wall Street numbers.
  • Reveal which stocks are set to rise… and which could fall.

In our this Earnings Watch party, we dove deep on companies such as: Eli Lilly (LLY), AMD (AMD), McDonalds (MCD) YUM! Brands (YUM), Restaurant Brands International, Disney (DIS), Airbnb (ABNB), Caterpillar (CAT), Pfizer (PFE), Sweetgreen (SG), MongoDB (MDB) and more.

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This article was originally published on August 8, 2025.

Disclosure: David Trainer, Kyle Guske II, and Hakan Salt receive no compensation to write about any specific stock, style, or theme.

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