Q2 2026 Earnings Season: IBM Crashes, TotalEnergies Shines | EP 304
Dividend Talk
- Published
- July 25, 2026
- Duration
- 1h 22m
- Summary source
- description
- Last updated
- Oct 4, 2026
Discusses ai, investing.
Summary
Q2 2026 earnings season has started, and it opened with a bang: IBM (IBM) dropped 25% in a single day. We dig into why, and land on an uncomfortable answer — it isn't the technology that keeps failing this company, it's the culture. From there we work through the reports that matter for dividend growth investors. RELX (RELX.L) and Wolters Kluwer (WKL.AS) …
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Show notes
Q2 2026 earnings season has started, and it opened with a bang: IBM (IBM) dropped 25% in a single day. We dig into why, and land on an uncomfortable answer — it isn't the technology that keeps failing this company, it's the culture. From there we work through the reports that matter for dividend growth investors. RELX (RELX.L) and Wolters Kluwer (WKL.AS) keep growing while everyone insists AI will erase them. Texas Instruments (TXN) looks like its capex super-cycle is finally turning. TotalEnerg
Themes
- ai
- investing