Research

  • Earnings: Dell Technologies FY27 Q2

    Dell Technologies (NYSE:DELL) delivered impressive Q2 fiscal 2027 results, with record revenue surging 58% year over year to $47.0 billion, comfortably topping Wall Street estimates. Non-GAAP diluted EPS reached $7.04, up 203% year over year.… Read more

  • Earnings: Palo Alto Networks FY26 Q4

    Palo Alto Networks (NASDAQ:PANW) delivered a blowout Q4 for fiscal 2026, with total revenue rising 34.3% year over year to $3.41 billion, beating expectations. Total RPO reached $21.2 billion, up 34% year over year, while… Read more

  • Earnings: Workday FY27 Q2

    Workday Inc (NASDAQ:WDAY) delivered an impressive Q2 for fiscal 2027, with total revenue rising 12.8% year over year to $2.65 billion, ahead of the $2.63 billion expected. Subscription revenue climbed 13.9% to $2.47 billion, while… Read more

  • Earnings: Veeva Systems FY27 Q2

    Veeva Systems (NYSE:VEEV) delivered an impressive Q2 for fiscal 2027, with total revenue rising 18% year over year to $928.0 million, cruising past the $905.0 million consensus. Subscription revenue climbed 16% to $766.8 million, while… Read more

  • Earnings: Salesforce FY27 Q2

    Salesforce Inc (NYSE:CRM) delivered a headline-grabbing Q2 for fiscal 2027, with revenue growing 11% year over year to $11.35 billion, edging past the $11.32 billion consensus. Current remaining performance obligations (cRPO) climbed 14% to $33.5… Read more

  • Earnings: NVIDIA FY27 Q2

    NVIDIA Corporation (NASDAQ:NVDA) delivered a record second quarter for fiscal 2027, with revenue more than doubling year over year to $96.2 billion, up 106% and well ahead of the $92.1 billion consensus. Data Center revenue… Read more

  • Earnings: Rocket Lab FY26 Q2

    Rocket Lab Corporation (NASDAQ:RKLB) delivered a strong second quarter, with revenue climbing 62% year over year to $234.1 million, beating consensus estimates. Growth was driven almost entirely by Space Systems, which nearly doubled year over… Read more

  • Desk Notes: Watchlist Upgrades & Downgrades (August 2026)

    This is an overdue update to the Watchlist, reflecting how the investment landscape has continued to evolve throughout the year. The revisions incorporate changes in the macroeconomic environment, industry fundamentals, and prevailing market narratives, including… Read more

  • Earnings: Uber Technologies FY26 Q2

    Uber Technologies (NYSE:UBER) delivered solid operational volume for Q2, though reported revenue fell slightly short of expectations due to regulatory and business model shifts in the UK. Total Gross Bookings expanded 24% year over year… Read more

  • Earnings: Advanced Micro Devices FY26 Q2

    Advanced Micro Devices (NASDAQ:AMD) delivered a strong Q2 performance that beat consensus estimates on both the top and bottom lines, reporting record total revenue of $11.54 billion, up 50% year over year, against expectations of… Read more