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

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 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. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2025 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices