Posted inMarket Commentary

Retrospective: Week of 6/23-6/27

Macro Events & News What began as a week primed for downside volatility quickly turned into a surprisingly resilient stretch for the markets. Initial fears surrounding the U.S.-led missile strikes…
Posted inEarnings Update

Earnings: Micron FY25 Q3

Micron Technology (NASDAQ:MU) delivered an impressive fiscal Q3, beating expectations on both the top and bottom lines. Revenue reached a record $9.3 billion, above the $8.86 billion consensus, while EPS…
Posted inResearch Reports

Equity Quickie: The Trade Desk

Here’s a high-level overview of The Trade Desk Inc. (NASDAQ:TTD), a featured Watchlist name. The snapshot—featuring key charts, metrics, and highlights—is available to all readers. Associate Level subscribers can access…
Posted inMarket Commentary

The Week Ahead: Week of 6/23-6/27

Markets hate uncertainty—and this week begins under a heavy cloud of it. Over the weekend, U.S. missile strikes in Iran dramatically escalated tensions in the Middle East, and any hopes…
Posted inMarket Commentary

Retrospective: Week of 6/16-6/20

Macro Events & News Markets were volatile during the holiday-shortened week as investors closely monitored developments in the Middle East. While the situation remains tense, no significant escalation occurred—just a…
Posted inEarnings Update

Earnings: Accenture FY25 Q3

Accenture (NYSE:ACN) delivered a solid Q3, beating expectations on both revenue and earnings. Revenue reached $17.7 billion versus the $17.3 billion consensus, while EPS came in at $3.49, topping the…
Posted inEarnings Update

Earnings: GameStop Corp FY25 Q1

GameStop Corp. (NYSE:GME) delivered a mixed FY25 Q1 report that, while initially underwhelming, revealed some encouraging signs beneath the surface. Headline numbers disappointed, with sales missing expectations and a reported…
Posted inResearch Reports

Equity Quickie: Taiwan Semiconductor

Here’s a high-level summary of Taiwan Semiconductor Manufacturing Company (NYSE:TSM), a featured Watchlist name. The snapshot—featuring key charts, metrics, and highlights—is available to all readers. Associate Level subscribers can access…
Posted inMarket Commentary

The Week Ahead: Week of 6/16-6/20

The sharp selloff on Friday, triggered by escalating tensions in the Middle East, could weigh further on markets this week. The situation remains fluid and will likely dominate headlines in…