The market moves fast during earnings season.
But those headlines rarely answer the question that actually matters:
Is the business worth what investors are paying for it today?
In our latest Earnings Watch Party, we break down the companies driving today’s biggest investment themes to answer that exact question. We discuss the stocks below and how the value from AI will most likely manifest in our economy.
- AI infrastructure (AMD, Arista Networks, Palantir),
- healthcare innovation (Eli Lilly, Merck, Amgen),
- industrial demand (Caterpillar),
- global consumer trends (McDonald’s, Toyota), and
- the results and reaction from SpaceX’s first earnings report.
We don’t just recap the earnings reports.
We feature forensic accounting insights from superior fundamental data and best-in-class valuation models. It’s our gift to you for being part of our community.
Stocks discussed in this Earnings Watch Party include SpaceX (SPCX), Eli Lilly (LLY), AMD (AMD), Caterpillar (CAT), Merck (MRK), Toyota Motors (TM), Palantir (PLTR), Arista Networks (ANET), Amgen (AMGN), and McDonald’s (MCD), and more.
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This article was originally published on August 7, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
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