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…
Posted inEarnings Update

Earnings: Baidu FY25 Q1

Baidu Inc (NASDAQ:BIDU) posted mixed FY25 Q1 results—beating expectations on both the top and bottom lines, but raising a few questions beneath the surface. For a technology company, operating margins…
Posted inEarnings Update

Earnings: Palo Alto Networks FY25 Q3

Palo Alto Networks (NASDAQ:PANW) delivered sound FY25 Q3 results, beating both revenue and earnings expectations. Margins came in slightly lighter—off by about a percentage point—but this was a minor miss…
Posted inMarket Commentary

Retrospective: Week of 5/12-5/16

Macro Events & News The markets extended their rally this week as tariff concerns eased following a temporary de-escalation in U.S.-China trade tensions, with both sides agreeing to reduce the…