How do you know if the Wall Street narratives match the Core Earnings? Is the growth story already reflected in the stock’s valuation? These are the questions we answer in our latest Earnings Watch Party. We also covered:
- How Microsoft and Meta are monetizing AI investments and its impact on profitability.
- What Apple and Tesla reveal about consumer elasticity, margins, and demand durability.
- Whether Visa and Mastercard are benefiting from real spending growth or financial engineering.
- What Boeing, Caterpillar, and GM signal about capital cycles, industrial demand, and execution risk.
- How HCA reflects pricing power and cost pressures in healthcare.
If you care about distinguishing structural winners from well-marketed stories, this session is built for you.
Stocks discussed in this Earnings Watch party include Apple (AAPL), Boeing (BA), HCA Healthcare (HCA), General Motors (GM), Microsoft (MSFT), Meta (META), Tesla (TSLA), Visa (V), Mastercard (MA), Caterpillar (CAT), and more.
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This article was originally published on January 30, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
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