Earnings season always has a few marquee names and this week included some of the biggest.
The AI trade is starting to unravel. We’re seeing major cracks and revealed them in our latest Earnings Watch Party.
We recently provided our community with the latest AI Update and Earnings Watch Party, where we dug into results from some of the biggest company’s driving today’s market.
We answered questions such as:
- How do investors separate news from noise?
- Where does the AI trade go from here?
- What do the latest results tell us about the strength of the underlying businesses?
- How much future growth is already priced into these stocks?
- Which valuations leave investors with the best and worst Risk/Reward?
Our superior fundamental research shows you where the opportunities emerge.
Stocks discussed in this Earnings Watch Party include NVIDIA (NVDA), Marvell Technology (MRVL), CrowdStrike (CRWD), Salesforce (CRM), Dick’s Sporting Goods (DKS), Royal Bank of Canada (RY), Toronto-Dominion Bank (TD), Bank of Montreal (BMO), and more.
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This article was originally published on August 28, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
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