Matt Warder appeared as the featured guest on today's Morning Show on Stock Market TV, which was an extra special treat for commodity junkies like us.

Matt is widely recognized as the best Coal analyst in the world.

He’s in constant contact with top executives in the space and is basically a walking commodity encyclopedia, especially when it comes to Black Diamonds.

We had the pleasure of meeting him in New Orleans for our Portfolio Accelerator event and walked away smarter for it.

So when Steve Strazza asked him what commodity he’s most excited about right now, we were all ears.

His answer? “Titanium.”

No hesitation.

Coming from someone with Matt’s pedigree in the Coal markets, that caught us off guard. 

But after looking at the charts, it makes a lot of sense why he didn't mention Coal.

While most retail names grapple with slowing demand and shrinking margins, Ralph Lauren $RL just keeps executing.

The company delivered another double beat this quarter, marking its 9th positive reaction in the last 11 earnings reports. 

That kind of consistency isn’t easy to find in this environment.

Revenue came in strong, margins held up, and the company continues to benefit from robust international demand and a premium brand strategy that’s clearly working. 

This isn’t the same RL that struggled through much of the last decade. 

The fundamentals have turned, and so has the market’s reaction.

The stock has resolved a massive base and is printing fresh all-time highs.

This might not be the flashiest name in Consumer Discretionary…

But it’s becoming one of the most reliable.

So what else did we learn from yesterday's earnings reactions? Let’s dive into the details.

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Ralph Lauren $RL had the best...

Palo Alto Networks $PANW delivered another double beat this quarter, topping revenue and earnings expectations.

However, the market slammed the stock by nearly 7% instead of rewarding the results.

This marked the 5th time in the last 7 quarters that the stock has been punished for its earnings report.

That kind of streak tells you everything you need to know.

Despite solid growth, the reaction suggests investors are losing patience. 

Concerns over slowing billings growth, rising competition in cybersecurity, and a general lack of upside guidance are weighing heavily. 

A good report isn't enough when you add valuation sensitivity in a jittery tech tape.

At this point, the fundamentals aren’t the problem...

Expectations are.

So what else did we learn from yesterday's earnings reactions? Let’s dive into the details.

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Keysight Technologies $KEYS had the best reaction score...