We break down First Solar's Q2 2025 earnings, digging into the drivers of its strong beat, production growth, and the effects of U.S. policy on its outlook. Ray and Mark examine the numbers, industry context, and management's long-term confidence for investors.

Ray and Mark break down PayPal’s Q2 2025 earnings results, examine key growth drivers like Venmo and crypto, and discuss the company’s outlook amid industry headwinds. The episode offers actionable insights into PayPal’s transformation and future-facing strategies.

Robinhood's Q2 2025 results broke records: huge earnings, surging user growth, and major product innovation. Ray and Mark break down what’s behind the momentum, examine strategic acquisitions like Bitstamp, and discuss whether this strong performance is sustainable.

Ray and Mark break down Meta’s strong Q2 2025 results, propelled by advertising surge and AI advances. They discuss Meta’s aggressive investments, strategic shifts, and what these numbers could mean for long-term investors.

Ray and Mark break down Tesla's mixed Q2 2025 earnings, examining the company's evolving AI focus, the launch of its robotaxi, and the financial and political challenges shaping its near-term future. Expect insights on revenue outperformance, compressed margins, and ambitious bets on autonomy and new vehicles. Get ready for a deep, fact-driven analysis—Tesla's immediate hurdles and long-term vision are laid bare.

A deep dive into Alphabet's Q2 2025 earnings, highlighting robust financials, the explosive impact of AI across segments, and the balancing act between innovation-driven CapEx and regulatory risks. Ray and Mark break down segment outperformance, discuss strategic investments, and put the numbers into investor context.

Netflix beats Q2 2025 expectations with remarkable revenue, profit, and ad-tier growth. Ray and Mark break down the key financials, subscriber trends, and the content fueling Netflix’s momentum. Get the full picture on how Netflix is shaping the future of streaming and advertising.

ASML's Q2 2025 results stunned the market with record revenues and a major backlog, but future guidance carries a note of caution amid geopolitical headwinds. Ray and Mark break down the numbers, explore the tech demand driving ASML, and highlight what risks lie ahead for investors.

We break down the latest earnings from JPMorgan Chase, Wells Fargo, and BlackRock, exploring how each banking powerhouse navigated economic uncertainty and beat analyst forecasts. From revenue surprises to strategic shifts, we analyze what these results mean for investors.

This episode unpacks the critical themes shaping the U.S. stock market as Q2 earnings season begins. With major earnings reports, key economic data, and global developments on the horizon, we break down what investors should watch this pivotal week. Ray and Mark bring their expertise to contextualize the numbers and trends influencing markets now.

This episode breaks down the latest market performance, economic data, and global influences impacting investors. Ray and Mark unpack stock indices, Treasury yields, and commodity prices, while exploring key employment and budget numbers. Tune in for sharp analysis and timely examples to keep your investment decisions informed.

This episode dives into a pivotal week marked by global trade tensions, minimal economic data, and the upcoming Q2 earnings season. Ray and Mark break down the impact of potential U.S. tariffs, the FOMC minutes, and what investors should watch as S&P 500 companies report. Expect sharp analysis and real-world examples to help you navigate the markets.

This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert context for investors.

Nike’s Q4 and full-year earnings reveal sharp declines and varied performance across regions. Ray and Mark break down the numbers, explore Nike’s new strategies, and discuss key athlete partnerships and product launches shaping the brand’s future.

This episode breaks down the economic and market impacts of the One Big Beautiful Bill Act, recent financial market volatility, and the latest inflation data. Join Ray and Mark as they analyze key policy moves, market reactions, and what investors need to know now.

This episode dives into the latest market swings, corporate earnings surprises, and global economic and political events shaping investor sentiment. We break down the key data points and trends influencing equities, bonds, and commodities.

NVIDIA posts a record-breaking quarter, fueled by AI and gaming growth, but faces headwinds from export restrictions and rising costs. Ray and Mark break down the numbers and the impact of regulatory changes for investors.

This episode unpacks a week of market volatility, political deals, and international tensions. We break down the drivers behind major stock swings, dissect key legislative moves in the U.S. and India, and explore the broader implications for investors.

A deep dive into Google's rapid AI advancements from I/O 2023 to I/O 2025, exploring major launches, developer adoption, and real-world impact. Discover how Gemini models, new generative tools, and strategic product integrations are reshaping Google's business and user experience.

Join Ray Marce and Mark Dalli as they dive into AMD's Q1 2025 financial results, exploring record revenues, strategic acquisitions, and the company's AI ambitions. Gain insights into AMD's market performance and future outlook, with expert analysis and engaging anecdotes.