The Week Ahead: Week of 7/28-8/1
Posted inMarket Commentary

The Week Ahead: Week of 7/28-8/1

It’s a pivotal week for markets as earnings season hits full stride, with over half of the Mag 7 set to report. Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN), and Apple…
Posted inMarket Commentary

Retrospective: Week of 7/21-7/25

Macro Events & News Earnings season ramped up with key reports from mega caps Tesla (NASDAQ:TSLA) and Alphabet (NASDAQ:GOOG). Tesla disappointed as sales declined and its forward-looking initiatives lacked meaningful…
Posted inEarnings Update

Earnings: Intel FY25 Q2

delivered a mixed Q2, with revenue coming in above expectations but missing on earnings. The shortfall was largely due to $1.9 billion in GAAP-only restructuring charges tied to workforce reductions…
Posted inEarnings Update

Earnings: Mobileye Global Inc FY25 Q2

Mobileye Global Inc (NASDAQ:MBLY) posted solid Q2 FY25 results, beating expectations on both revenue and EPS. Management credited stronger-than-expected demand for the upside, which they expect to persist. However, guidance…
Posted inEarnings Update

Earnings: IBM FY25 Q2

IBM Corporation (NYSE:IBM) reported solid Q2 results, beating Wall Street expectations on both revenue and earnings. Software Services remained the primary growth driver, with revenue rising 10% year-over-year, led by…
Posted inEarnings Update

Earnings: Alphabet FY25 Q2

Alphabet Inc (NASDAQ:GOOG) delivered another strong quarter, beating consensus estimates on both revenue and EPS. Google Services saw robust double-digit growth, with Search, YouTube Ads, and Subscriptions each rising at…
Posted inEarnings Update

Earnings: Tesla FY25 Q2

Tesla Inc (NASDAQ:TSLA) delivered a better-than-expected Q2, slightly beating on both revenue and meeting EPS expectations. Still, underlying weaknesses remain hard to ignore—vehicle deliveries declined 13% year-over-year, and free cash…
Posted inMarket Commentary

The Week Ahead: Week of 7/21-7/25

Earnings season accelerates this week with a wave of high-profile companies set to report. Among the most closely watched will be Tesla (NASDAQ:TSLA), which reports after the close on Wednesday.…
Posted inEarnings Update

Earnings: Charles Schwab FY25 Q2

Charles Schwab Corporation (NYSE:SCHW) delivered solid Q2 results, beating expectations on both revenue and EPS. The company also raised full-year guidance for both revenue and net interest margin (NIM). Core…
Posted inMarket Commentary

Retrospective: Week of 7/14-7/18

Macro Events & News The S&P 500 and Nasdaq reached new record highs during the week, driven by strong early earnings results and renewed optimism around key sectors. Financials helped…