Earnings season is back, which means so are our Earnings Watch Parties!
The market got a fresh batch of earnings from some of its most important companies.
But beating earnings estimates doesn’t necessarily make a stock a good investment.
When there’s trillions of dollars in debt hidden off balance sheet, there’s billions of expenses hidden off the income statement. We fix both.
In our first Earnings Watch Party of this quarter, we dug into 10 major companies across banking, semiconductors, and healthcare.
We looked at what’s changed, where expectations are too high, and where investors can find opportunity.
Stocks discussed in this Earnings Watch Party include JPMorgan Chase (JPM), Bank of America (BAC), Goldman Sachs (GS), Morgan Stanley (MS), Wells Fargo (WFC), Citigroup (C), Taiwan Semiconductor (TSM), ASML (ASML), Johnson & Johnson (JNJ), UnitedHealth Group (UNH), and more.
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This article was originally published on October 16, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
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