Companies have spent billions betting on AI: data centers, chips, and models.
Now we have the receipts.
Open-source models are crashing the AI valuation party. Yet, most AI stocks are trading as if they will win the AI race and make all the money. They can’t all be winners.
We recently combined our Monthly Podcast with our Earnings Watch Party for a free live breakdown of some of the market’s recent earnings reports.
First, we covered how to avoid being a bag holder in the final cash out.
Then, we used Core Earnings to see why some stocks rose and others fell despite beating the top and bottom lines. We focused on these stocks:
- Cisco (CSCO),
- Applied Materials (AMAT),
- Coherent (COHR),
- CoreWeave (CRWV), and
- Super Micro Computer (SMCI).
We also covered Brookfield (BN) and Simon Property Group (SPG) and what their results tell us about commercial real estate and the health of the broader economy.
This analysis, free for our community, doesn’t just tell you whether these companies “beat” or “missed.”
We use our superior fundamental data and valuation models to show you what the results actually mean for investors, and whether the stocks’ valuations make sense.
Stocks discussed in this Earnings Watch Party include Cisco (CSCO), Applied Materials (AMAT), Brookfield Corp (BN), Coherent Corp (COHR), Simon Property Group (SPG), CoreWeave (CRWV), Super Micro Computer (SMCI), and more.
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This article was originally published on August 14, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
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