Research

  • Earnings: Baidu FY25 Q1

    Baidu Inc (NASDAQ:BIDU) posted mixed FY25 Q1 results—beating expectations on both the top and bottom lines, but raising a few questions beneath the surface. For a technology company, operating margins… Read more

  • Earnings: Palo Alto Networks FY25 Q3

    Palo Alto Networks (NASDAQ:PANW) delivered sound FY25 Q3 results, beating both revenue and earnings expectations. Margins came in slightly lighter—off by about a percentage point—but this was a minor miss… Read more

  • Equity Quickie: Adobe Inc

    Here’s a high-level summary of Adobe Inc (NASDAQ:ADBE), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers… Read more

  • Earnings: Alibaba Group FY25 Q4

    Alibaba Group (NASDAQ:BABA) reported FY25 Q4 results that fell short of expectations, missing on both revenue and earnings. Despite double-digit year-over-year growth across core segments like Taobao & Tmall Group… Read more

  • Equity Quickie: Costco Wholesale

    Here’s a high-level summary of Costco Wholesale (NASDAQ:COST), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers… Read more

  • Equity Quickie: Uber Technologies

    Here’s a high-level summary of Uber Technologies (NYSE:UBER), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers… Read more

  • Earnings: The Trade Desk FY25 Q1

    The Trade Desk (NASDAQ:TTD) posted strong Q1 results, beating both revenue and EPS expectations. Revenue grew 25% year-over-year, driven by robust ad spend, with 88% still coming from North America… Read more

  • Earnings: Uber Technologies FY25 Q1

    Uber Technologies (NYSE:UBER) delivered mixed Q1 results, beating EPS estimates by a wide margin but missing on revenue. Gross Bookings rose 14% year-over-year but fell short of expectations, and Q2… Read more

  • Earnings: Rivian Automotive FY25 Q1

    Rivian Automotive (NASDAQ: RIVN) reported Q1 results slightly ahead of expectations, but remains unprofitable and is not expected to reach breakeven until 2026. Management revised down 2025 delivery expectations to… Read more

  • Earnings: Advanced Micro Devices FY25 Q1

    Advanced Micro Devices (NASDAQ:AMD) delivered a solid start to FY25, beating Q1 expectations on both revenue and EPS. Growth was driven by the Data Center and the newly combined Client… Read more