Research

  • Desk Notes: Rocket Lab, Let Them Cook

    Rocket Lab (NASDAQ:RKLB) presents an intriguing investment opportunity in the rapidly evolving space economy, offering significant upside for investors willing to watch the story develop. The company has grown into Read more

  • Earnings: Baidu FY25 Q4

    Baidu Inc (NASDAQ:BIDU) posted a mixed FY25 Q4. The Chinese company delivered $4.68 billion in revenue, which met market expectations, while earnings beat analyst estimates. However, the operating margin for Read more

  • Earnings: Dell Technologies FY26 Q4

    Dell Technologies (NYSE:DELL) reported a strong FY26 Q4, with revenue of $33.38 billion and EPS of $3.89 beating expectations by roughly 5% and 13% respectively. The AI infrastructure business has Read more

  • Earnings: Salesforce FY26 Q4

    Salesforce Inc (NYSE:CRM) reported quarterly results ahead of expectations, with revenue up low double digits year over year and non-GAAP EPS comfortably beating consensus. Excluding the contribution from Informatica, however, Read more

  • Earnings: NVIDIA FY26 Q4

    NVIDIA Corporation (NASDAQ:NVDA) reported fiscal Q4 FY26 revenue of $68.1 billion, up 73% year over year and 20% sequentially, materially ahead of consensus expectations. Non-GAAP EPS came in at $1.62, Read more

  • Earnings: Workday FY26 Q4

    Workday Inc (NASDAQ:WDAY) reported solid results for FY26 Q4, with $2.53 billion in revenue and earnings per share of $2.47, both surpassing analyst expectations. The non-GAAP operating margin reached 30.6% Read more

  • Earnings: Palo Alto Networks FY26 Q2

    Palo Alto Networks (NASDAQ:PANW) delivered a complex Q2 FY26, as record operational performance was offset by a sharp downward revision in profit guidance. While the company beat top-line expectations with Read more

  • Desk Notes: Pinterest Fumbling Its Data Moat

    Pinterest’s trajectory tells a story that many investors may find puzzling. The platform has grown into one of the largest visual discovery engines in the world, with a deeply engaged Read more

  • Earnings: Rivian Automotive FY25 Q4

    Rivian Automotive (NASDAQ:RIVN) reported Q4 results that beat expectations on both the top and bottom lines. Revenue reached $1.29 billion while the adjusted EPS loss of $0.54 was narrower than Read more

  • Earnings: Pinterest FY25 Q4

    Pinterest (NASDAQ:PINS) delivered a mixed Q4 performance, reporting record user numbers but narrowly missing revenue expectations. Total revenue rose 14% year-over-year to $1.32 billion, which fell just short of the Read more