Research

  • Earnings: Taiwan Semiconductor Manufacturing Corp FY26 Q1

    Taiwan Semiconductor Manufacturing Corp (NYSE:TSM) beat on both revenue and EPS in Q1 2026, with gross margin of 66.2% coming in well above the 63-65% guidance range and marking a Read more

  • Earnings: BlackRock FY26 Q1

    BlackRock (NYSE:BLK) reported a strong Q1 2026 beat on both revenue and EPS. Profitability metrics were healthy, with operating margin expanding 130 basis points to 44.5% and management reiterating a Read more

  • Earnings: Goldman Sachs FY26 Q1

    Goldman Sachs (NYSE:GS) reported a strong Q1 2026, beating on both revenue and EPS. Net revenues of $17.23 billion topped estimates of $16.95 billion, and diluted EPS of $17.55 cleared Read more

  • Earnings: GameStop Corp FY25 Q4

    GameStop Corp (NYSE:GME) reported a complex fourth quarter for 2025, beating earnings expectations with an adjusted EPS of $0.49 despite a 13.9% decline in net sales to $1.10 billion. The Read more

  • Earnings: Alibaba Group FY26 Q3

    Alibaba Group (NYSE:BABA) reported fiscal Q3 2026 results signaling a definitive strategic pivot, trading near-term profitability for dominance in AI and on-demand delivery. Revenue reached $40.73 billion, a 2% year-over-year Read more

  • Earnings: Accenture FY26 Q2

    Accenture (NYSE:ACN) delivered a resilient Q2, beating expectations on both the top and bottom lines despite a difficult macro backdrop. Revenue reached $18.04 billion against the $17.8 billion consensus, while Read more

  • Earnings: Micron Technology FY26 Q2

    Micron Technology (NASDAQ:MU) delivered a historic performance for fiscal Q2 2026, shattering expectations as memory continues its transition into a critical AI infrastructure asset. Revenue reached a record $23.86 billion, Read more

  • Desk Notes: Accenture to AI Narrative, Didn’t Hear No Bell

    In recent months, shares of Accenture (NYSE:ACN) have come under pressure as investors debate whether artificial intelligence could fundamentally disrupt the consulting industry. The argument appears straightforward: if generative AI Read more

  • Earnings: Adobe Inc FY26 Q1

    Adobe Inc (NASDAQ:ADBE) reported strong Q1 2026 results, beating both revenue and earnings estimates and raising its Q2 outlook. Despite the beat, the fiscal year guidance remained largely unchanged, creating Read more

  • Earnings: NIO Inc FY25 Q4

    NIO Inc. (NYSE: NIO) posted a strong Q4 FY2025, delivering its first-ever quarterly GAAP profit and beating expectations on both revenue and earnings. Q4 revenue reached $4.95 billion and vehicle Read more