Weekend Update — W2617

Weekend Update — W2617

From Telltales by by Top Mark Capital

April 27, 2026 · 12 min

About this episode

Ava Cabot and analyst Marcus Graham discuss the latest financial results and upcoming events for major companies in the Cash Flow Memo.

The Cashflow Memo Q1 prints divide — Intel’s best day since 1987, Charter’s worst Tesla, ServiceNow, Apple, Intel, Charter, UnitedHealth, Kinder Morgan all printed. Five megacaps and Regeneron up next week. The Telltales Weekend Update. Ava Cabot and analyst Marcus Graham walk through what happened this week — and what’s coming next — across the 86 companies in the Cash Flow Memo. About 13 minutes. No filler. Download the memo at telltales.us . Mike, Jason, and Hunt are back Wednesday on episode 2618. Chapter markers * Time | Segment * 0:00 | Opening disclaimer * 0:15 | Cold open * 0:45 | Theme — Q1 prints divide (TSLA, NOW, AAPL) * 4:45 | Deep dive — INTC + CHTR * 8:45 | Rapid-fire (UNH, KMI, AMZN, MSFT) * 11:45 | Close * 12:30 | Closing disclaimer Full transcript Opening disclaimer Ava: The following conversation is intended for informational purposes only. You should always do your own work to determine if an investment is suitable for you. Cold open Ava: You’re listening to the Telltales Weekend Update. I’m Ava Cabot. Marcus: And I’m Marcus Graham, the analyst on the show. Every beat you hear from me is anchored in a number from the Cash Flow Memo. If the multiple doesn’t…

People in this episode

Host: Ava Cabot

Guest: Marcus Graham

Topics covered

  • Q1 financial results
  • stock market analysis
  • investment insights
  • company performance
  • megacap stocks
  • financial news

Keywords

  • financial results
  • Intel
  • Tesla
  • Apple
  • investment
  • stock market
  • Cash Flow Memo
  • Q1 prints
  • megacaps

Mentioned in this episode

Organizations: Intel, Charter, Tesla, ServiceNow, Apple, UnitedHealth, Kinder Morgan, Regeneron, Cash Flow Memo, Telltales

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