The world’s largest companies, Apple, Microsoft, Amazon, Meta, Visa, and Mastercard, just reported.
Together, these businesses influence trillions of dollars in market value and often determine where the broader market heads next.
The problem: by the time most investors read the headlines, Wall Street has already decided on the narrative.
That’s why we give our community an edge with insights that go beyond headlines.
In our Market Heavyweights Earnings Watch Party, we cut through headline EPS and explain how these forces will move stocks:
- AI spending and infrastructure,
- consumer spending,
- consumer health, and
- expectations going forward.
Most importantly, we compared each company’s real profits to the expectations baked into its stock price.
Stocks discussed in this Earnings Watch Party include Apple, (AAPL), Microsoft (MSFT), Amazon (AMZN), Meta (META), Visa (V), Mastercard (MA), Procter & Gamble (PG), ARM Holdings (ARM), Coca-Cola (KO), Qualcomm (QCOM), and more.
Get replays on all our training sessions, podcasts, reverse DCF case studies, and more in our online community.
It’s free to join – just complete this form.
Request the stocks you want us to cover at support@newconstructs.com.
This article was originally published on July 31, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
Questions on this report or others? Join our online community and connect with us directly.