Research

  • 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 the $16.37 consensus, marking the… 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 Collectibles segment remained the primary… 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 increase that missed the $41.26… 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 adjusted EPS came in at… 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, significantly surpassing the $19.18 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 can write code, analyze data,… 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 a disconnect. The primary headline,… 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 margin expanded to 18.1%. Deliveries… Read more

  • Earnings: Costco Wholesale Corporation FY26 Q2

    Costco Wholesale Corporation (NASDAQ:COST) reported solid fiscal Q2 FY26 results, posting revenue of $69.6 billion, up roughly 9% year over year, and earnings per share of $4.58, both modestly ahead of expectations. Comparable sales increased… Read more

  • 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 one of the most active… Read more