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…
Earnings: GlobalFoundries FY25 Q2
Posted inEarnings Update

Earnings: GlobalFoundries FY25 Q2

GlobalFoundries (NASDAQ:GFS) posted underwhelming Q2 results. While both revenue and earnings topped expectations, the underlying performance showed little to inspire confidence. The Smart Mobile Devices segment contracted during the quarter,…
Earnings: Uber Technologies FY25 Q2
Posted inEarnings Update

Earnings: Uber Technologies FY25 Q2

Uber Technologies (NYSE:UBER) posted solid Q2 results, beating revenue estimates and meeting earnings expectations. Gross Bookings rose 18% year-over-year, while continued strength across both riders and drivers supported healthy growth…
Earnings: Rivian Automotive FY25 Q2
Posted inEarnings Update

Earnings: Rivian Automotive FY25 Q2

Rivian Automotive (NASDAQ: RIVN) reported disappointing Q2 results, with a slight revenue beat but a wide miss on earnings. Production remained sluggish at under 6,000 vehicles, and margins were deeply…
Earnings: Snap Inc FY25 Q2
Posted inEarnings Update

Earnings: Snap Inc FY25 Q2

Snap Inc (NASDAQ:SNAP) delivered lackluster Q2 results. Both revenue and earnings missed expectations, and several key metrics raised red flags. Advertising revenue missed the $1.22 billion mark, largely due to…