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Earnings: Apple Inc FY26 Q1
Apple Inc (NASDAQ:AAPL) delivered a strong fiscal Q1 report, beating expectations on both revenue and earnings. Growth returned in Greater China, with the iPhone 17 driving results and setting new Read more
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Earnings: IBM FY25 Q4
IBM Corporation (NYSE:IBM) IBM (NYSE: IBM) reported standout results for the final quarter of 2025, beating analyst expectations on both the top and bottom lines. The software segment remains the Read more
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Earnings: Microsoft FY26 Q2
Microsoft (NASDAQ:MSFT) delivered a strong Q2 for fiscal 2026, with revenue rising 17% year over year and beating analyst estimates. Performance was robust across most segments, though More Personal Computing Read more
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Earnings: Tesla FY25 Q4
Tesla (NASDAQ: TSLA) delivered a mixed Q4 report, meeting revenue expectations and beating EPS estimates by a wide margin. However, demand continued to weaken in its core automotive segment as Read more
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Earnings: Netflix FY25 Q4
Netflix (NASDAQ:NFLX) delivered an acceptable Q4, modestly beating expectations on both revenue and EPS. Revenue growth across regions remained solid in the mid to high teens. However, it is important Read more
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Earnings: BlackRock FY25 Q4
BlackRock (NYSE:BLK) posted blowout Q4 results, with a sizable beat on both revenue and EPS. Net inflows were robust at $268 billion in long-term assets, driving AUM to a record Read more
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Earnings: Goldman Sachs FY25 Q4
Goldman Sachs (NYSE:GS) reported mixed Q4 results, missing on revenue but exceeding EPS estimates. The quarter’s revenue took a $2.26 billion hit from markdowns on the Apple Card loan portfolio Read more
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Earnings: Taiwan Semiconductor Manufacturing Corp FY25 Q4
Taiwan Semiconductor Manufacturing Corp (NYSE:TSM) delivered another strong quarter, beating expectations on both revenue and EPS. High Performance Computing (HPC) remained a key driver, with revenue up 48% year over Read more
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Desk Notes: Watchlist Upgrades & Downgrades
The Watchlist is getting a refresh for the start of 2026. This update includes a series of upgrades and downgrades that reflect meaningful shifts in the underlying investment theses. The Read more
