Research

  • 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

  • Earnings: Costco Wholesale Corp FY25 Q4

    Costco Wholesale Corp (NASDAQ:COST) delivered solid fiscal Q4 results to close out FY25, posting a modest revenue beat of $86.16 billion and earnings per share of $5.87. Margins remained stable, Read more

  • Earnings: Micron Technology FY25 Q4

    Micron Technology (NASDAQ:MU) closed out FY25 with a strong Q4, beating expectations on both revenue and earnings. Revenue hit a record $11.3 billion, topping the $11.15 billion consensus, while EPS Read more

  • Earnings: Adobe Inc FY25 Q3

    Adobe Inc (NASDAQ:ADBE) reported better-than-expected FY25 Q3 results, beating revenue and earnings estimates and raising full-year guidance for both. The company also reached its $250 million ARR goal for AI-first Read more

  • Earnings: GameStop Corp FY25 Q2

    GameStop Corp. (NYSE:GME) delivered a strong Q2, beating both revenue and earnings estimates with $972.2 million in revenue and $0.25 in EPS. Hardware sales were a standout, rising more than Read more

  • Earnings: Salesforce FY26 Q2

    Salesforce Inc (NYSE:CRM) delivered solid FY26 Q2 results, exceeding expectations with $10.24 billion in revenue and $2.91 in EPS. Subscription revenue grew at a modest pace, with strength across geographies, Read more

  • Earnings: NIO Inc FY25 Q2

    NIO Inc (NASDAQ:NIO) posted a mixed FY25 Q2, missing revenue expectations but surpassing earnings estimates as losses came in smaller than feared. Still, losses were significant with a $685 million Read more

  • Earnings: Alibaba Group FY26 Q1

    Alibaba Group (NASDAQ:BABA) reported mixed FY26 Q1 results, with revenue coming in above expectations but earnings falling short. Growth was broad-based across major segments. Margins improved in Alibaba International Digital Read more

  • Earnings: Dell Technologies FY26 Q2

    Dell Technologies (NYSE:DELL) reported mixed FY26 Q2 results, with revenue of $29.78 billion and EPS of $2.32 narrowly ahead of expectations. Demand for AI servers supported topline growth, but margins Read more

  • Earnings: NVIDIA FY26 Q2

    NVIDIA Inc (NASDAQ:NVDA) delivered another record-setting FY26 Q2, posting $46.74 billion in revenue and non-GAAP EPS of $1.04, both topping expectations. Free cash flow was strong at $13.5 billion, and Read more