Earnings season kicked off this week … with a bang.
We heard from companies that sit at the intersection of AI demand, consumer strength, global growth, and even credit conditions.
You likely heard the usual headlines:
“Beat expectations.”
“Strong demand.”
“Margins held up.”
But those headlines don’t answer the most important question:
Are these companies generating real Core Earnings or just spinning narratives?
In our latest Earnings Watch Party, we analyzed the Core Earnings of some of the biggest names in the market and evaluated:
- whether Taiwan Semiconductor and ASML Holdings justify massive AI-driven expectations,
- if Netflix’s growth is as strong as it appears,
- whether JPMorgan Chase, Goldman Sachs, Wells Fargo, and Citigroup reflect real balance sheet strength, and
- if PepsiCo and Johnson & Johnson provide good risk/reward in a slowing environment.
Stocks discussed in this Earnings Watch Party include Taiwan Semiconductor (TSM), Netflix (NFLX), PepsiCo (PEP), JPMorgan Chase (JPM), Johnson & Johnson (JNJ), Wells Fargo (WFC), Citigroup (C), ASML Holdings (ASML), Goldman Sachs (GS), and more.
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This article was originally published on April 17, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
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