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After Earnings

After Earnings

Written by: Morning Brew
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The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us. Economics Personal Finance Politics & Government
Episodes
  • How AI Is Reviving the PC: Lenovo’s Record $26.9B Quarter

    How AI Is Reviving the PC: Lenovo’s Record $26.9B Quarter
    Oct 19 2026
    Lenovo SVP and President of North America Ryan McCurdy joins After Earnings to break down the company’s record $26.9 billion quarter, with more than a third of revenue now tied to AI. He explains why demand isn’t the constraint anymore, how AI data centers are soaking up memory and pushing laptop prices up as much as 60%, and how Lenovo is navigating tariffs and chip scarcity. After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com
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    28 mins
  • Mercado Libre CFO Martin de los Santos on Growing E-Commerce in Latin America

    Mercado Libre CFO Martin de los Santos on Growing E-Commerce in Latin America
    Oct 5 2026
    Mercado Libre CFO Martin de los Santos joins Ann Berry to discuss how his company is growing e-commerce across Latin America. With 30 straight quarters of revenue growth, Martin shares how Mercado Libre focuses on removing the friction of e-commerce and how the company is using fintech to fill the gaps for customers.After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com
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    37 mins
  • Wealthfront CFO Alan Imberman on $100B Milestone: Growth, Buybacks & Road to $1T

    Wealthfront CFO Alan Imberman on $100B Milestone: Growth, Buybacks & Road to $1T
    Sep 30 2026
    Wealthfront just crossed $100 billion in platform assets, doubling from $50 billion in under three years. CFO Alan Imberman joins Katie Perry to break down the quarter. He explains why Wealthfront is buying back stock below its IPO price, how home lending fits into a high-margin business, and why the company has its sights set on $1T.
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    31 mins
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