Every week, without interruption, the talking heads give investors something new to obsess over.

One week its AI taking over the world. The next it’s earnings beats and misses. This week, it was a glass half full view to a disappointing jobs report.

But the biggest winners over time don’t chase narratives. They identify businesses with stronger fundamentals than the market realizes, which are poised to outperform low expectations and create shareholder value.

That requires understanding the quality of a company’s cash flows and the expectations already baked into the stock price.

That’s where our research focuses. Every research report, Model Portfolio update, and earnings analysis is designed to help investors separate signal from noise with superior data and models.

The results? 62 months straight of #1-ranked stock picking.

See all our research from this past week for real-time examples of how better data drives better insights.

Stocks That Passed the Latest Core Earnings Leaders Test:

With a superior measure of profitability, investors can identify opportunities the market misses. These stocks are more profitable than the market realizes and provide Attractive Risk/Reward.

Earnings Watch Party Replay:

We gave our readers free access to our Market Pulse Earnings Watch Party, where we broke down the companies driving today’s biggest investment themes. Watch the free replay today! Stocks discussed include SPCX, LLY, AMD, CAT, MRK, TM, PLTR, ANET, AMGN, MCD, and more.

#1 Stock Picking – Again!

Our proven-superior research earned us #1 rankings ­– again – on SumZero for August 2026.

Model Portfolio Updates:

We updated our Most Attractive and Most Dangerous Stocks Model Portfolios.

We also published the 2Q26 performance for all our Model Portfolios.

Danger Zone Podcast:

CEO David Trainer joined Chuck Jaffe to discuss why this streaming giant is no longer in the Danger Zone.

We hope you had a great week!

See a preview of upcoming research below.

Upcoming Research