august bear

Desk Notes: Watchlist Upgrades & Downgrades (August 2026)

This is an overdue update to the Watchlist, reflecting how the investment landscape has continued to evolve throughout the year. The revisions incorporate changes in the macroeconomic environment, industry fundamentals,…

axb August 6, 2026

Earnings Update

Earnings: Uber Technologies FY26 Q2

Uber Technologies (NYSE:UBER) delivered solid operational volume for Q2, though reported revenue fell slightly short of expectations due to regulatory and business model shifts in the UK. Total Gross Bookings…

axb August 5, 2026

Earnings Update

Earnings: Advanced Micro Devices FY26 Q2

Advanced Micro Devices (NASDAQ:AMD) delivered a strong Q2 performance that beat consensus estimates on both the top and bottom lines, reporting record total revenue of $11.54 billion, up 50% year…

axb August 5, 2026

Earnings Update

Earnings: Pinterest FY26 Q2

Pinterest Inc (NYSE:PINS) presented a mixed set of Q2 results, characterized by strong momentum in core regions driven by AI innovation, but tempered by European headwinds and softer forward guidance.…

axb August 4, 2026

Earnings Update

Earnings: SoFi Technologies FY26 Q2

SoFi Technologies (NASDAQ:SOFI) delivered a strong Q2 2026 beat and raise, reporting record revenue of $1.2 billion and GAAP net income of $156.6 million resulting in a better than expected…

axb August 1, 2026

Earnings Update

Earnings: Meta Platforms FY26 Q2

Meta Platforms (NASDAQ:META) reported strong Q2 top line growth, beating revenue expectations with $60.8 billion in sales up 28% year over year, but missed EPS consensus estimates of $7.18. The…

axb July 31, 2026

Earnings Update

Earnings: ServiceNow FY26 Q2

ServiceNow Inc (NYSE:NOW) delivered another strong quarter, with revenue of $3.99 billion, up 24.5% year over year and ahead of expectations, while adjusted EPS of $0.90 comfortably beat consensus. Subscription…

axb July 24, 2026

Earnings Update

Earnings: IBM FY26 Q1

IBM Corporation (NYSE:IBM) reported a beat in Q1 2026, with adjusted EPS of $1.91 against expectations of $1.81, and revenue of $15.92 billion topping consensus of $15.66 billion. The headline…

axb April 25, 2026

Earnings Update

Earnings: Tesla FY26 Q1

Tesla (NASDAQ:TSLA) reported a mixed Q1 2026, with revenue rising to $22.39 billion, though results were tempered by a miss on delivery estimates. While automotive and services revenue provided a…

axb April 24, 2026

Earnings Update

Earnings: ServiceNow FY26 Q1

ServiceNow Inc (NYSE:NOW) delivered a clean Q1 2026 beat, with subscription revenues rising 22% year over year to $3.67 billion, topping the high end of its own guidance. Current remaining…

axb April 23, 2026