# The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap

Page: https://stenobird.com/podcast/the-real-eisman-playbook-7365067/the-q2-2026-report-card-who-won-who-lost-and-why-the-weekly-wrap
Text version: https://stenobird.com/podcast/the-real-eisman-playbook-7365067/the-q2-2026-report-card-who-won-who-lost-and-why-the-weekly-wrap.md
Podcast: [The Real Eisman Playbook](https://stenobird.com/podcast/the-real-eisman-playbook-7365067)
Published: 2026-06-26T20:18:00+00:00
Episode link: https://s.gum.fm/s-68f11b96e82bbb3b231c196b/traffic.megaphone.fm/GBLL9923920325.mp3
Audio file: https://s.gum.fm/s-68f11b96e82bbb3b231c196b/traffic.megaphone.fm/GBLL9923920325.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-real-eisman-playbook-7365067/episodes/the-q2-2026-report-card-who-won-who-lost-and-why-the-weekly-wrap
Duration seconds: 1358

## Resource

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…

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## Transcript

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