https://3ffaed58.jellypod.comPowered by Jellypod (https://www.jellypod.com)Thu, 28 May 2026 17:23:05 GMTThu, 16 Jan 2025 22:22:43 GMTyesf4848f52-8e81-4218-9465-565aa0cc3088JellypodAnalyzing Companies and earnings results directly after they are released. Stay up to date on all your investments. All information is presented in a short podcast format. We try to present factual and relevant information to you the investor. (Powered byAnalyzing Companies and earnings results directly after they are released. Stay up to date on all your investments. All information is presented in a short podcast format. We try to present factual and relevant information to you the investor. (Powered by Jellypod)episodicJellypodfeed+6231fdd5@podcasts.jellypod.comfalsehttps://3ffaed58.jellypod.com/episodes/2a00df5a-d7d9-4c19-ad99-7d96d2a30d242a00df5a-d7d9-4c19-ad99-7d96d2a30d24Fri, 23 Jan 2026 00:59:52 GMT30JellypodThis episode dives into President Trump's Board of Peace and its global implications, the contested Arctic security framework, and the impact of emerging tech visions on trade dynamics. Stay informed on how these geopolitical and technological shifts inflThis episode dives into President Trump's Board of Peace and its global implications, the contested Arctic security framework, and the impact of emerging tech visions on trade dynamics. Stay informed on how these geopolitical and technological shifts influence market sentiment and earnings forecasts.false00:07:02fullhttps://3ffaed58.jellypod.com/episodes/a993e42f-dd46-40b1-bc1f-4ebf82d5176fa993e42f-dd46-40b1-bc1f-4ebf82d5176fFri, 23 Jan 2026 00:39:31 GMT29JellypodDive into Intel’s Q4 2025 earnings highlighting stronger-than-expected results amid supply constraints and robust AI-driven growth. Ray and Mark unpack key product launches, strategic restructures, and what the cautious Q1 2026 outlook means for investorsDive into Intel’s Q4 2025 earnings highlighting stronger-than-expected results amid supply constraints and robust AI-driven growth. Ray and Mark unpack key product launches, strategic restructures, and what the cautious Q1 2026 outlook means for investors navigating a pivotal tech inflection point.false00:09:16fullhttps://3ffaed58.jellypod.com/episodes/893e4860-7bd2-411a-8b55-9b9809618d85893e4860-7bd2-411a-8b55-9b9809618d85Fri, 01 Aug 2025 00:29:19 GMT28JellypodWe 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 inveWe 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.falsefullhttps://3ffaed58.jellypod.com/episodes/5b2cf137-6e12-483c-adf8-858f187ac4f55b2cf137-6e12-483c-adf8-858f187ac4f5Thu, 31 Jul 2025 23:01:36 GMT27JellypodRay 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 sRay 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.falsefullhttps://3ffaed58.jellypod.com/episodes/bdd6d983-6a30-4127-90e0-c4d9343f088cbdd6d983-6a30-4127-90e0-c4d9343f088cThu, 31 Jul 2025 03:00:14 GMT26JellypodRobinhood'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 sRobinhood'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.falsefullhttps://3ffaed58.jellypod.com/episodes/a9df5ae8-fe63-4a00-8198-cc779219f3d0a9df5ae8-fe63-4a00-8198-cc779219f3d0Thu, 31 Jul 2025 02:42:27 GMT25JellypodRay 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 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.falsefullhttps://3ffaed58.jellypod.com/episodes/4b5a7a1b-3be9-441f-9d42-b3e4bedd84774b5a7a1b-3be9-441f-9d42-b3e4bedd8477Fri, 25 Jul 2025 06:29:31 GMT24JellypodRay 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 mRay 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.falsefullhttps://3ffaed58.jellypod.com/episodes/858a5c6e-4cf3-40da-961b-94b8a75b8a69858a5c6e-4cf3-40da-961b-94b8a75b8a69Fri, 25 Jul 2025 04:42:44 GMT23JellypodA 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 sA 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.falsefullhttps://3ffaed58.jellypod.com/episodes/6d25776b-da83-45c2-bbcb-a31c1ed87db26d25776b-da83-45c2-bbcb-a31c1ed87db2Thu, 17 Jul 2025 22:19:26 GMT22JellypodNetflix 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 ofNetflix 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.falsefullhttps://3ffaed58.jellypod.com/episodes/b6324484-3ab9-4439-a968-6e2113ceade7b6324484-3ab9-4439-a968-6e2113ceade7Wed, 16 Jul 2025 23:25:21 GMT21JellypodASML'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 riASML'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.falsefullhttps://3ffaed58.jellypod.com/episodes/0af81a3b-d605-4136-a03e-afc5076de1720af81a3b-d605-4136-a03e-afc5076de172Tue, 15 Jul 2025 22:47:57 GMT20JellypodWe 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 mWe 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.falsefullhttps://3ffaed58.jellypod.com/episodes/863f17b4-c6a0-48ea-ab06-a24b2a66e53b863f17b4-c6a0-48ea-ab06-a24b2a66e53bMon, 14 Jul 2025 05:08:30 GMT19JellypodThis 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 aThis 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.falsefullhttps://3ffaed58.jellypod.com/episodes/b79ba00a-98f5-4049-b8fc-ca7907639707b79ba00a-98f5-4049-b8fc-ca7907639707Sat, 12 Jul 2025 08:50:32 GMT18JellypodThis 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 sharThis 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.falsefullhttps://3ffaed58.jellypod.com/episodes/1a85cc7c-5f0e-4879-9310-e2f8356a74ce1a85cc7c-5f0e-4879-9310-e2f8356a74ceMon, 07 Jul 2025 16:38:20 GMT17JellypodThis 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 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.falsefullhttps://3ffaed58.jellypod.com/episodes/776e283c-d730-4f0d-80fd-a9fe7abd8843776e283c-d730-4f0d-80fd-a9fe7abd8843Thu, 03 Jul 2025 18:35:42 GMT16JellypodThis 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 eThis 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.falsefullhttps://3ffaed58.jellypod.com/episodes/f23a7532-0449-44fd-8a1e-1b5dcabdeaedf23a7532-0449-44fd-8a1e-1b5dcabdeaedSat, 28 Jun 2025 07:07:49 GMT15JellypodNike’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.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.falsefullhttps://3ffaed58.jellypod.com/episodes/eeb4861a-2109-4eaf-ad18-abfe3f7405c2eeb4861a-2109-4eaf-ad18-abfe3f7405c2Sat, 14 Jun 2025 05:41:32 GMT14JellypodThis 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 toThis 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.falsefullhttps://3ffaed58.jellypod.com/episodes/304a6486-2fc6-43d2-861f-0f33f9c431e9304a6486-2fc6-43d2-861f-0f33f9c431e9Fri, 30 May 2025 18:17:04 GMT13JellypodThis 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.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.falsefullhttps://3ffaed58.jellypod.com/episodes/095029d5-d1d3-435d-bd6e-1624158a0a2b095029d5-d1d3-435d-bd6e-1624158a0a2bThu, 29 May 2025 00:03:08 GMT12JellypodNVIDIA 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.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.falsefullhttps://3ffaed58.jellypod.com/episodes/482843da-979e-4b6b-9c08-e71911f660cc482843da-979e-4b6b-9c08-e71911f660ccFri, 23 May 2025 19:36:48 GMT11JellypodThis 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.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.falsefullhttps://3ffaed58.jellypod.com/episodes/8f3446ef-3ac6-43ff-86ee-befff81f7c7f8f3446ef-3ac6-43ff-86ee-befff81f7c7fWed, 21 May 2025 02:53:47 GMT10JellypodA 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 busA 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.falsefullhttps://3ffaed58.jellypod.com/episodes/82060894-8a93-4d01-b8fc-d372ae10d59c82060894-8a93-4d01-b8fc-d372ae10d59cWed, 07 May 2025 00:15:20 GMT9JellypodJoin 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 enJoin 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.falsefullhttps://3ffaed58.jellypod.com/episodes/040bb383-6025-4d07-adc2-6a221f48b41a040bb383-6025-4d07-adc2-6a221f48b41aWed, 30 Apr 2025 23:26:20 GMT8JellypodMeta posted $42.314 billion in Q1 2025 revenue with a 16% year-over-year growth, fueled by advertising and geographical segmentation. The company saw increased user engagement, improved ad impressions, and a stronger operating margin, supported by investmMeta posted $42.314 billion in Q1 2025 revenue with a 16% year-over-year growth, fueled by advertising and geographical segmentation. The company saw increased user engagement, improved ad impressions, and a stronger operating margin, supported by investments in AI and infrastructure. Despite facing regulatory hurdles in Europe, Meta continues to lead the digital advertising space and energize investor confidence.falsefullhttps://3ffaed58.jellypod.com/episodes/1f3b6d61-4fde-461b-a99c-fb51b2bca1901f3b6d61-4fde-461b-a99c-fb51b2bca190Wed, 30 Apr 2025 02:31:03 GMT7JellypodFirst Solar reports $209.5M in Q1 2025 net income alongside production highlights from Series 6 and Series 7 modules. This episode discusses liquidity challenges, scaling efforts with their Louisiana facility, and industry impacts of new tariffs and patenFirst Solar reports $209.5M in Q1 2025 net income alongside production highlights from Series 6 and Series 7 modules. This episode discusses liquidity challenges, scaling efforts with their Louisiana facility, and industry impacts of new tariffs and patent disputes with JinkoSolar. Learn how First Solar is navigating financial and operational challenges amidst growing solar demand.falsefullhttps://3ffaed58.jellypod.com/episodes/15c29ffb-cae0-450b-9042-04bc930669b615c29ffb-cae0-450b-9042-04bc930669b6Wed, 30 Apr 2025 00:01:24 GMT6JellypodPayPal reported a strong Q1 2025, with 7% growth in transaction margin dollars and Total Payment Volume reaching $417.2 billion. Venmo continues to stand out, achieving 20% revenue growth and driving innovation in peer-to-peer payments. This episode examiPayPal reported a strong Q1 2025, with 7% growth in transaction margin dollars and Total Payment Volume reaching $417.2 billion. Venmo continues to stand out, achieving 20% revenue growth and driving innovation in peer-to-peer payments. This episode examines their strategic focus on innovation and guidance for 2025 amid economic uncertainties.falsefullhttps://3ffaed58.jellypod.com/episodes/2e7d585c-fb9d-4544-82ec-e3b8fc6ba84b2e7d585c-fb9d-4544-82ec-e3b8fc6ba84bFri, 25 Apr 2025 23:06:18 GMT5JellypodAlphabet reports a 12% revenue surge to $90.2 billion in Q1 2025, fueled by search and YouTube growth. The episode examines rising AI and cloud revenues, Waymo's expansion, and ambitious sustainability goals, alongside the impact of regulatory challenges Alphabet reports a 12% revenue surge to $90.2 billion in Q1 2025, fueled by search and YouTube growth. The episode examines rising AI and cloud revenues, Waymo's expansion, and ambitious sustainability goals, alongside the impact of regulatory challenges and capital expenditures on its future plans.falsefullhttps://3ffaed58.jellypod.com/episodes/90a245c7-ed0e-465d-862b-f779240dde4d90a245c7-ed0e-465d-862b-f779240dde4dFri, 25 Apr 2025 22:56:10 GMT4JellypodTesla's Q1 2025 report reveals a revenue drop to $19.34 billion and a sharp decline in automotive sales, contrasted by a 67% energy revenue growth. Elon Musk remains optimistic, emphasizing Tesla's potential market leadership and future autonomy testing gTesla's Q1 2025 report reveals a revenue drop to $19.34 billion and a sharp decline in automotive sales, contrasted by a 67% energy revenue growth. Elon Musk remains optimistic, emphasizing Tesla's potential market leadership and future autonomy testing goals. Join us as we review Tesla's financial trends, factory challenges, and energy ambitions.falsefullhttps://3ffaed58.jellypod.com/episodes/4c57239e-2ba0-43b8-89eb-3c4f7ce857934c57239e-2ba0-43b8-89eb-3c4f7ce85793Sun, 02 Feb 2025 06:30:48 GMT3JellypodThis episode covers Tesla's Q4 highlights, including $7.1 billion in operating income and record energy gross profits. We discuss achievements like Model Y's global success, expansion in Shanghai and Monterrey, and the outlook for affordable models and seThis episode covers Tesla's Q4 highlights, including $7.1 billion in operating income and record energy gross profits. We discuss achievements like Model Y's global success, expansion in Shanghai and Monterrey, and the outlook for affordable models and self-driving advancements in 2025. Hear insights on risks, innovations, and what sets Tesla apart in the automotive market.falsefullhttps://3ffaed58.jellypod.com/episodes/64eb59e8-ab45-4a2e-b535-ca81fbc8cd8a64eb59e8-ab45-4a2e-b535-ca81fbc8cd8aSat, 25 Jan 2025 00:03:47 GMT2JellypodVerizon closed 2024 with strong financials, including $20B in wireless revenue and $5.4B in free cash flow. This episode breaks down their customer growth, key strategic moves, and AI plans targeting a $40B market by 2030. Learn how Verizon's investments Verizon closed 2024 with strong financials, including $20B in wireless revenue and $5.4B in free cash flow. This episode breaks down their customer growth, key strategic moves, and AI plans targeting a $40B market by 2030. Learn how Verizon's investments and innovations position them for sustained leadership in a competitive telecommunications landscape.falsefullhttps://3ffaed58.jellypod.com/episodes/8af18c5c-5398-4198-93d7-4b95fbe0da648af18c5c-5398-4198-93d7-4b95fbe0da64Thu, 16 Jan 2025 23:31:00 GMT1JellypodTSMC continues to lead the semiconductor industry with cutting-edge innovations like 3nm technology and strong financial results, including NT$868.46 billion in Q4 2024 revenue. With its global ESG milestones, such as the Taichung Zero Waste ManufacturingTSMC continues to lead the semiconductor industry with cutting-edge innovations like 3nm technology and strong financial results, including NT$868.46 billion in Q4 2024 revenue. With its global ESG milestones, such as the Taichung Zero Waste Manufacturing Center and inclusion in major sustainability indices, TSMC sets an example in corporate responsibility. This episode covers how TSMC combines innovation, financial stability, and ethical practices to maintain its market dominance.falsefull