The Week Ahead: Week of 8/25-8/29
Posted inMarket Commentary

The Week Ahead: Week of 8/25-8/29

The week's spotlight centers on NVIDIA (NASDAQ:NVDA), which reports Q2 results Wednesday after market close. Beyond the numbers, the Q&A session will be closely watched for management's commentary on potential…
Retrospective: Week of 8/18-8/22
Posted inMarket Commentary

Retrospective: Week of 8/18-8/22

Macro Events & News The week began with a selloff led by technology names, as sentiment remained cautious in the face of rising inflation, ongoing tariff uncertainty, and doubts about…
Earnings: Workday FY26 Q2
Posted inEarnings Update

Earnings: Workday FY26 Q2

Workday Inc (NASDAQ:WDAY) announced solid results for FY26 Q2, reporting $2.35 billion in revenue and earnings per share of $2.21, both surpassing analyst expectations. The non-GAAP operating margin reached 29%…
Earnings: Baidu FY25 Q2
Posted inEarnings Update

Earnings: Baidu FY25 Q2

Baidu Inc (NASDAQ:BIDU) reported a mixed second quarter for fiscal year 2025. The company delivered $4.57 billion in revenue, which was just shy of the $4.6 billion market expectation, while…
Earnings: Palo Alto Networks FY25 Q4
Posted inEarnings Update

Earnings: Palo Alto Networks FY25 Q4

Palo Alto Networks (NASDAQ:PANW) wrapped up its FY25 with an exceptional Q4, handily beating expectations on both revenue and earnings. This strong performance served as a powerful validation of its…
Retrospective: Week of 8/11-8/15
Posted inMarket Commentary

Retrospective: Week of 8/11-8/15

Macro Events & News Markets closed the week marginally higher amid a light earnings slate and mixed economic data. Chinese ADRs were in focus, with Tencent Holdings (OTC:TCEHY) reporting strong…
The Week Ahead: Week of 8/11-8/15
Posted inMarket Commentary

The Week Ahead: Week of 8/11-8/15

Earnings season is winding down with approximately 90% of the S&P 500 already reported, but several key names remain that could provide meaningful industry insights. Cisco Systems (NYSE:CSCO) reports Wednesday…
Retrospective: Week of 8/4-8/8
Posted inMarket Commentary

Retrospective: Week of 8/4-8/8

Macro Events & News Markets finished the week higher despite new trade announcements that are likely to add inflationary pressure. Several retail favorites delivered earnings beats and were rewarded, including…
Earnings: The Trade Desk FY25 Q2
Posted inEarnings Update

Earnings: The Trade Desk FY25 Q2

The Trade Desk (NASDAQ:TTD) delivered strong Q2 results, exceeding expectations on both revenue and earnings. Revenue rose 19% year-over-year—a healthy pace, though underwhelming compared to faster-growing peers in the ad…