The 7investing Podcast

Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations.

The 7investing Podcast is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The 7investing Podcast, a business show with 0 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  The 7investing Podcast

  Rocket Lab (RKLB) Q2 Earnings & Iridium Deal Explained

  Aug 17, 202621 min

  Rocket Lab (NASDAQ: RKLB) just posted record second quarter 2026 results $234 million in quarterly revenue, up 62% year-over-year, and a total backlog of $2.36 billion. Simon Erickson walks through the investor slide deck covering Launch, Space Systems, and the new Space Applications division, then digs into the biggest news of the quarter: Rocket Lab's $8 billion acquisition of Iridium Communications (NASDAQ: IRDM) and its satellite spectrum. Simon also previews how these developments feed into Rocket Lab's discounted cash flow (DCF) valuation model, and what it could mean for the stock price going forward. Free 7investing trial: https://7investing.com/subscribeThis is 7investing Live, streaming every Monday, Wednesday, and Friday at 10 AM ET, covering earnings breakdowns, DCF valuations, and stock analysis on companies like Rocket Lab, Upstart, and The Trade Desk.Stocks MentionedPublicly Traded:Rocket Lab (NASDAQ:RKLB)Iridium Communications (NASDAQ:IRDM)Amazon.com (NASDAQ:AMZN)Hewlett Packard Enterprise (NYSE:HPE) Upstart Holdings (NASDAQ:UPST)The Trade Desk (NASDAQ:TTD)Chapters0:00 Welcome to 7investing Live0:42 Today's Topic: Rocket Lab (RKLB) Q2 Earnings3:03 Record Backlog & the Iridium Acquisition5:24 Why Rocket Lab Acquired Iridium7:40 New Space Systems Contracts (Space Force, Victus Haze)10:04 Neutron Rocket & Commercial Contracts11:45 Building the Rocket Lab DCF Valuation Model14:33 Backlog Growth: $2.3B Now, $5B+ by 202716:50 Iridium's Revenue & Accelerated Space Applications Timeline18:24 What This Means for Retail Investors19:04 Good vs. Bad Acquisitions: Lessons from AOL and HP19:55 Wrap-Up & What's Next (Full DCF, Upstart, Trade Desk)#7investing #SimonErickson #RocketLab #RKLBStock #Iridium #SpaceStocks #StockMarket #EarningsReview #DCFValuation #InvestingTips⚠️ This is not investing advice. Please do your own research before making any investment decisions.

  ListenShow Notes
• 

  The 7investing Podcast

  Trade Desk's Ugly Q2: What's Really Going Wrong | 7investing Live

  Aug 14, 202630 min

  The Trade Desk (NASDAQ:TTD) has fallen roughly 90% from its late-2024 highs, and in this episode of 7investing Live, Simon Erickson digs into why. They break down Trade Desk's second-quarter 2026 results, including slowing revenue growth, declining margins, and back-to-back quarterly misses after eight straight years of beating Wall Street estimates.The conversation covers the company's pricing dispute with ad agency Publicis, rising competition from Amazon (NASDAQ:AMZN) and its own demand-side platform, and Trade Desk's newly hired C-suite team brought in to rebuild client relationships. We also discuss client retention trends, the shifting economics of digital advertising take rates, and whether Trade Desk's AI-powered platforms can help it hold its competitive edge.The episode closes with a look at valuation: is Trade Desk's beaten-down stock price already reflecting its challenges, or does it represent a buying opportunity for patient investors? Free 7investing trial: https://7investing.com/subscribe⚠️ This is not investing advice. Please do your own research before making any investment decisions.Chapters Timestamp Chapter00:00 Show Open & Welcome02:47 Trade Desk's Historic Run: $13 to $130+ a Share04:43 Q2 2026 Earnings: Slowing Growth, Falling Margins08:12 CEO Jeff Green Blames Macro Headwinds10:08 Weak Q3 Guidance & Two Straight Misses11:58 The Publicis Pricing Dispute13:44 Amazon's New DSP: A Direct Threat17:24 New C-Suite Hires: Rebuilding Client Trust21:06 Valuation Check: Is $13 a Share Justified?24:00 The End of the Cookie Story26:42 Take Rates & Industry Consolidation28:21 Kokai AI Platform: Still Best-in-Class?31:01 Wrap-Up & What's Coming This WeekHashtags#7investing #SimonErickson #TradeDesk #TTD #DigitalAdvertising #StockMarket #Amazon #AdTech #StockAnalysis #Investing

  ListenShow Notes
• 

  The 7investing Podcast

  Trade Desk's Ugly Q2: What's Really Going Wrong | 7investing Live

  Aug 13, 202624 min

  The Trade Desk (NASDAQ:TTD) has fallen roughly 90% from its late-2024 highs, and in this episode of 7investing Live, Simon Erickson digs into why. They break down Trade Desk's second-quarter 2026 results, including slowing revenue growth, declining margins, and back-to-back quarterly misses after eight straight years of beating Wall Street estimates.The conversation covers the company's pricing dispute with ad agency Publicis, rising competition from Amazon (NASDAQ:AMZN) and its own demand-side platform, and Trade Desk's newly hired C-suite team brought in to rebuild client relationships. We also discuss client retention trends, the shifting economics of digital advertising take rates, and whether Trade Desk's AI-powered platforms can help it hold its competitive edge.The episode closes with a look at valuation: is Trade Desk's beaten-down stock price already reflecting its challenges, or does it represent a buying opportunity for patient investors? Free 7investing trial: https://7investing.com/subscribe⚠️ This is not investing advice. Please do your own research before making any investment decisions.Chapters Timestamp Chapter00:00 Show Open & Welcome02:47 Trade Desk's Historic Run: $13 to $130+ a Share04:43 Q2 2026 Earnings: Slowing Growth, Falling Margins08:12 CEO Jeff Green Blames Macro Headwinds10:08 Weak Q3 Guidance & Two Straight Misses11:58 The Publicis Pricing Dispute13:44 Amazon's New DSP: A Direct Threat17:24 New C-Suite Hires: Rebuilding Client Trust21:06 Valuation Check: Is $13 a Share Justified?24:00 The End of the Cookie Story26:42 Take Rates & Industry Consolidation28:21 Kokai AI Platform: Still Best-in-Class?31:01 Wrap-Up & What's Coming This WeekHashtags#7investing #SimonErickson #TradeDesk #TTD #DigitalAdvertising #StockMarket #Amazon #AdTech #StockAnalysis #Investing

  ListenShow Notes
• 

  The 7investing Podcast

  Upstart Q2 Earnings: The AI Company Disrupting The $1 Trillion Lending Market

  Aug 5, 202625 min

  Simon Erickson and Heather Horton break down Upstart Holdings (NASDAQ:UPST) Q2 2026 earnings, released the day before this live stream. New CEO Paul Gu, one of the company's original co-founders, posted his own recap directly on X just 100 days into the role, a move Simon highlights as a sign the company is finally learning to speak Wall Street's language rather than getting lost in the weeds of its AI credit models. Upstart uses proprietary AI models, drawing on more than 1,000 data points instead of a traditional FICO score, to originate consumer loans in a lending market Simon describes as worth more than a trillion dollars.The episode covers total loan originations of $4.2 billion, up 50% year over year across 558,000 loans, along with a breakdown of unsecured personal loan growth versus a rapidly scaling auto and home loan business. Simon and Heather also walk through Upstart's contribution profit, total net revenue, and its return to GAAP net income for the quarter, along with the company's newly reaffirmed three-year growth targets through 2028. They close with a discussion of Upstart's pending federal banking charter and what that could mean for how the company funds future loans. Free 7investing trial: https://7investing.com/subscribeStocks MentionedPublicly Traded:Upstart Holdings, Inc. (NASDAQ:UPST)#7investing #SimonErickson #Upstart #UPST #AIstocks #FintechStocks #EarningsReport #StockAnalysis #ArtificialIntelligence

  ListenShow Notes
• 

  The 7investing Podcast

  SpaceX Stock Analysis: Space, AI & Starlink | Would We Buy the Dip After Record IPO?

  Aug 5, 202629 min

  47 days after SpaceX's record-breaking $75 billion IPO — the largest in history — Simon Erickson and Heather Horton dig into whether the stock is a buy now that shares have pulled back from their post-IPO highs. Learn about SpaceX's origin story, Elon Musk's Mars mission, and how the company slashed launch costs from over $18,000 per kilogram down to under $1,000. Simon breaks down SpaceX's three business divisions — Space, AI (xAI/Grok), and Connectivity (Starlink) — and explains why a 75x trailing revenue valuation, upcoming lockup expirations, and the $60 billion Cursor AI acquisition make this a "buyer beware" situation for investors. Free 7investing trial: https://7investing.com/subscribeThis is Part 1 of a multi-part SpaceX series on 7investing Live, streaming every Monday, Wednesday, and Friday at 10 AM ET.Stocks MentionedPublicly Traded:Tesla (NASDAQ:TSLA)NVIDIA (NASDAQ:NVDA) — mentioned re: GPUs powering SpaceX's data centersAT&T (NYSE:T) — mentioned as a Starlink alternativeVerizon (NYSE:VZ) — mentioned as a Starlink alternativeSpaceX (NASDAQ: SPCX)Private/Not Publicly Traded:xAI (SpaceX division)Starlink (SpaceX division)Cursor AI (acquired by SpaceX)AnthropicOpenAIChaptersTime Chapter0:50 Welcome to 7investing Live2:21 SpaceX's Record $75B IPO4:44 SpaceX's Origin Story & Elon's Mars Mission6:51 How SpaceX Slashed Launch Costs9:57 Why SpaceX Isn't Just About Profit10:32 SpaceX's Three Business Divisions12:25 Space Division: Rockets & Launches13:42 AI Division: xAI, Grok & the Colossus Data Center15:42 Connectivity Division: Starlink17:45 Buyer Beware: Is SpaceX Overvalued?18:41 Lockup Expirations Explained19:34 Elon's Voting Power & the Tesla Comparison20:12 The $60B Cursor AI Acquisition22:33 SpaceX's Massive Capital Expenditures27:12 What's Next: Part 2 Preview#7investing #SimonErickson #SpaceX #ElonMusk #Starlink #xAI #IPOStocks #StockMarket #SpaceStocks #InvestingTips

  ListenShow Notes

Recent guests on The 7investing Podcast. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.