Show notes
As earnings season gets underway, the S&P 500 has soared past 7,000 for the first time. Our team reflects on the market’s rapid rebound as well as dissects the important financial reports we’ve received so far. Trends in digital advertising and generative AI are discussed. And the team parses news from noise in recent press releases before ending with stocks on our radar.
Jon Quast, Lou Whiteman, and Asit Sharma discuss:
- Netflix’s Q1 2026 financial results
- Broad takeaways from some big banks
- Meta Platforms catching up to Alphabet
- Alphabet catching up to OpenAI
- Blah blah blah day – news from noise
- The market’s new high – lessons we’ve learned
- Stocks on our radar
Companies discussed: Netflix (NFLX), Alphabet (GOOG)(GOOGL), Amazon (AMZN), Meta Platforms (META), Charles Schwab (SCHW), JP Morgan Chase (JPM), Wells Fargo (WFC), Bank of America (BAC), Citigroup (C), Rocket Lab (RKLB), Caterpillar (CAT), Snap (SNAP), Broadcom (AVGO), Yum! Brands (YUM), LPL Financial (LPLA), Leidos (LDOS),
Host: Jon Quast
Guests: Lou Whiteman, Asit Sharma
Engineer: Dan Boyd
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