The Week Ahead: Week of 9/22-9/26
Posted inMarket Commentary

The Week Ahead: Week of 9/22-9/26

Markets have entered a quieter stretch for earnings, leaving economic data as the primary driver of direction. Rate-sensitive stocks rallied following last week’s Fed decision, and that momentum could extend…
Retrospective: Week of 9/1-9/5
Posted inMarket Commentary

Retrospective: Week of 9/1-9/5

Macro Events & News Equities traded with little conviction for most of the holiday-shortened week. Big tech saw a strong rally after Google and parent company Alphabet (NASDAQ:GOOG) secured a…
The Week Ahead: Week of 9/1-9/5
Posted inMarket Commentary

The Week Ahead: Week of 9/1-9/5

This week ushers in the quieter post-earnings period, as the bulk of S&P 500 companies have already reported results. With a lighter earnings calendar, market attention will turn more squarely…
Retrospective: Week of 8/18-8/22
Posted inMarket Commentary

Retrospective: Week of 8/18-8/22

Macro Events & News The week began with a selloff led by technology names, as sentiment remained cautious in the face of rising inflation, ongoing tariff uncertainty, and doubts about…
Posted inEarnings Update

Earnings: IBM FY25 Q2

IBM Corporation (NYSE:IBM) reported solid Q2 results, beating Wall Street expectations on both revenue and earnings. Software Services remained the primary growth driver, with revenue rising 10% year-over-year, led by…
Posted inEarnings Update

Earnings: IBM FY25 Q1

IBM (NYSE:IBM) posted solid Q1 FY2025 results, beating both revenue and EPS expectations. The Software segment continued to deliver strong growth, with revenue up 9% year-over-year, driven largely by AI.…
Posted inEarnings Update

Earnings: IBM FY24 Q4

IBM (NYSE:IBM) delivered strong FY24 Q4 results, driven by robust growth in the Software segment and record Free Cash Flow (FCF) to close out the year. Guidance pointed to continued…