Reddit (RDDT) rallies after a 1Q earnings beat, thanks in part to a 74% increase in advertising revenue. George Tsilis dives into the social media giant's metrics and notes lower capex spending as a possible positive for the company. Meanwhile, Estee Lauder (EL) narrowed revenue guidance for FY26 but chugged along higher after topping estimates. George later turns his attention to energy giants Exxon Mobil (XOM) and Chevron (CVX) following earnings.