Episode
When Good Isn't Good Enough: Stock Talk Update, June 13, 2026
- Podcast
- Stock Talk
- Published
- Jun 12, 2026
- Duration seconds
- 730
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/stock-talk-5318189/episodes/when-good-isn-t-good-enough-stock-talk-update-june-13-2026/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/stock-talk-5318189/when-good-isn-t-good-enough-stock-talk-update-june-13-2026.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Can strong earnings still disappoint investors? In this week’s Stock Talk, I explain why “good” results are not always good enough in today’s stock market. Earnings season has been outstanding, with S&P 500 profit growth accelerating, margins remaining strong, and analysts raising expectations for the rest of 2026. But several high-quality companies still sold off after reporting strong results because stocks do not just react to earnings, they react to how those earnings compare to expectations already priced in. In this episode, I break down why companies like Broadcom, CrowdStrike, NVIDIA, Ciena, Celestica, Deere, and others saw mixed or negative stock reactions despite solid earnings. I also discuss what FactSet’s latest earnings data says about S&P 500 earnings growth, profit margins, sector leadership, technology stocks, energy stocks, materials, health care weakness, and the outlook for the market through the rest of 2026. The key takeaway: corporate fundamentals remain strong, but valuations and expectations are high. In this kind of market, companies need to beat expectations, raise guidance, and show continued acceleration. About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer: As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualification…