Earnings season just hit its most important stretch.
We heard from companies that define the market. From AI, tech hardware, digital advertising, healthcare, global industrial activity, and more.
The headlines were very positive and for good reason.
This market is strong, but there are chinks in the armor.
In our latest Earnings Watch Party, we find the chinks and cover:
- Which Big Tech companies are truly making money?
- Which Big Tech stocks have upside left?
- Can healthcare leaders like LLY and MRK justify their valuations?
- What does CAT tell us about global industrial momentum?
Stocks discussed in this Earnings Watch Party include Alphabet (GOOGL), Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Meta (META), Eli Lilly (LLY), Booking Holdings (BKNG), Coca-Cola (KO), Merck (MRK), Caterpillar (CAT), and more.
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This article was originally published on May 1, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
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