Episode
The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap
- Podcast
- The Real Eisman Playbook
- Published
- Jun 26, 2026
- Duration seconds
- 1358
- Processing state
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Summary
On this episode of The Weekly Wrap, Steve Eisman delivers his second quarter market review, breaking down why semiconductors like Micron and Sandisk surged over 200% while software stocks got crushed, and why the hyperscalers are losing investor confidence. Steve also covers SpaceX's wild volatility after its IPO, Micron's jaw-dropping 1,215% earnings growth, and closes with thoughts on Alan Greenspan and a viewer mailbag question 00:00 - Intro 03:50 - Iran War Updates 04:04 - Accenture's Disastrous Quarter 05:13 - Good News For GEV 05:46 - Volatility in SpaceX Stock 06:39 - Bad News For Google 07:09 - Good News For Micron 08:10 - Bad News For Nike 08:34 - Review of Second Quarter 14:55 - Thoughts on Alan Greenspan 17:00 - Mailbag: Is Europe Too Regulated? 19:08 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman delivers his second quarter market review, breaking down why semiconductors like Micron and Sandisk surged over 200% while software stocks got crushed, and why the hyperscalers are losing investor confidence. Steve also covers SpaceX's wild volatility after its IPO, Micron's jaw-dropping 1,215% earnings growth, and closes with thoughts on Alan Greenspan and a viewer mailbag question 00:00 - Intro 03:50 - Iran War Updates 04:04 - Accenture's Di…