The Week Ahead: Week of 9/1-9/5
Posted inMarket Commentary

The Week Ahead: Week of 9/1-9/5

This week ushers in the quieter post-earnings period, as the bulk of S&P 500 companies have already reported results. With a lighter earnings calendar, market attention will turn more squarely…
Retrospective: Week of 8/25-8/29
Posted inMarket Commentary

Retrospective: Week of 8/25-8/29

Macro Events & News The week began with unexpected political drama as President Trump announced the firing of Fed Governor Lisa Cook over allegations of mortgage fraud. Markets largely ignored…
Earnings: Dell Technologies FY26 Q2
Posted inEarnings Update

Earnings: Dell Technologies FY26 Q2

Dell Technologies (NYSE:DELL) reported mixed FY26 Q2 results, with revenue of $29.78 billion and EPS of $2.32 narrowly ahead of expectations. Demand for AI servers supported topline growth, but margins…
Earnings: NVIDIA FY26 Q2
Posted inEarnings Update

Earnings: NVIDIA FY26 Q2

NVIDIA Inc (NASDAQ:NVDA) delivered another record-setting FY26 Q2, posting $46.74 billion in revenue and non-GAAP EPS of $1.04, both topping expectations. Free cash flow was strong at $13.5 billion, and…
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…