Posted inMarket Commentary

Retrospective: Week of 5/26-5/30

Macro Events & News It was a holiday-shortened week, but far from uneventful—volatility and headline-driven swings were front and center. Markets opened strong on Tuesday following news that the broad…
Posted inEarnings Update

Earnings: Dell Technologies FY26 Q1

Dell Technologies (NYSE:DELL) posted mixed results for FY26 Q1, slightly beating revenue expectations with $23.38 billion but missing on earnings with $1.55 per share versus the $1.69 consensus. While revenue,…
Posted inEarnings Update

Earnings: Salesforce FY26 Q1

Salesforce Inc (NYSE:CRM) delivered solid results for FY26 Q1, exceeding expectations with $9.83 billion in revenue and $2.58 in earnings per share. Core fundamentals remained strong with healthy margins and…
Posted inEarnings Update

Earnings: NVIDIA FY26 Q1

NVIDIA Inc (NASDAQ:NVDA) posted strong results for FY26 Q1, with revenue coming in at $44.06 billion and non-GAAP earnings per share of $0.81—both exceeding expectations. Free cash flow reached a…
Posted inResearch Reports

Equity Quickie: Netflix Inc

Here’s a high-level summary of Netflix Inc (NASDAQ:NFLX), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…
Posted inMarket Commentary

Retrospective: Week of 5/19-5/23

Macro Events & News Markets opened the week surprisingly resilient, weathering the Moody’s U.S. credit downgrade shared last Friday with only a slight decline compared to the sharp sell-offs following…
Posted inEarnings Update

Earnings: Workday FY26 Q1

Workday Inc (NASDAQ:WDAY) delivered better-than-expected results for FY26 Q1, reporting $2.24 billion in revenue and non-GAAP EPS of $2.23. A standout metric was the non-GAAP operating margin, which topped 30%—a…
Posted inResearch Reports

Equity Quickie: Snap Inc

Here’s a high-level summary of Snap Inc (NASDAQ:SNAP), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…