Earnings: Amazon.com Inc FY25 Q2
Posted inEarnings Update

Earnings: Amazon.com Inc FY25 Q2

Amazon.com Inc (NASDAQ:AMZN) posted a solid Q2, beating both revenue and earnings expectations. Growth was broad-based, with double-digit gains across segments and geographies—underscoring continued strength in consumer and cloud demand.…
Posted inEarnings Update

Earnings: Amazon.com Inc FY25 Q1

Amazon.com Inc (NASDAQ:AMZN) delivered solid FY25 Q1 results, exceeding revenue and EPS expectations. However, guidance for Q2 came in softer than expected, and certain business lines showed signs of stagnation.…
Posted inMarket Commentary

The Week Ahead: Week of 4/7-4/11

The past few weeks have been brutal for markets, driven largely by the escalating trade war initiated by President Trump. Reciprocal tariffs have now been announced against nearly every major…
Posted inMarket Commentary

The Week Ahead: Week of 3/17-3/21

The trade war remains a dominant force driving market sentiment, with its near-daily shifts and escalations creating ongoing uncertainty. This instability clouds the long-term economic outlook, adding to concerns about…
Posted inMarket Commentary

Retrospective: Week of 2/17-2/21

Macro Events & News The markets showed early strength after the Presidents Day closure on Monday, with the S&P 500 hitting all-time highs Wednesday before sharply reversing, dropping 1.7% on…
Posted inMarket Commentary

The Week Ahead: Week of 2/17-2/21

Markets will be closed on Monday in observance of President's Day, setting the stage for a shortened trading week. The calendar is relatively quiet, with no major economic reports expected…
Posted inMarket Commentary

Retrospective: Week of 2/10-2/14

Macro Events & News Earnings season continued, with notable volatility—AppLovin (NASDAQ:APP) surged 35% after delivering strong results and guidance. In contrast with The Trade Desk (NASDAQ:TTD), who saw a sharp…
Posted inMarket Commentary

The Week Ahead: Week of 2/10-2/14

Friday volatility should be expected under the new administration, which has now rolled out major trade-related policies two weeks in a row. This is likely a negotiation tactic—having it dominate…
Posted inEarnings Update

Earnings: Amazon Inc FY24 Q4

Amazon Inc. (NASDAQ:AMZN) delivered strong FY24 Q4 results, beating expectations, though guidance was softer than expected, and AWS growth remained flat. A 19% YoY growth rate on a high base…