Posted inEarnings Update

Earnings: Workday Inc FY25 Q4

Workday Inc (NASDAQ:WDAY) closed out FY25 with a strong Q4, surpassing revenue and EPS expectations while maintaining solid growth in both the U.S. and international markets. A key highlight was…
Posted inMarket Commentary

Retrospective: Week of 2/3-2/7

Macro Events & News The week started strong as trade war concerns eased, with most impacted parties walking back tariff-related tensions. Strong earnings, including solid reports from the remaining Mag…
Posted inResearch Reports

Equity Quickie: Workday

Here’s a high-level summary of Workday Inc (NASDAQ:WDAY), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…
Posted inMarket Commentary

The Week Ahead: Week of 2/3-2/7

The trade war is now in full swing, with all sides imposing heavy tariffs, setting the stage for heightened market volatility. Expect fear-driven swings as speculation over the short- and…
Posted inMarket Commentary

Retrospective: Week of 1/27-1/31

Macro Events & News The markets saw a boost this week, driven by continued solid earnings & guidance by megacap names, commentary from the Federal Reserve Chair, and PCE data.…
Posted inMarket Commentary

The Week Ahead: Week of 1/27-1/31

This week is pivotal for the stock market, with the Federal Reserve’s interest rate decision and earnings reports from four of the Magnificent 7. These stocks have driven more than…
Posted inMarket Commentary

Retrospective: Week of 1/20-1/24

Macro Events & News The markets were closed Monday in observance of Martin Luther King Jr. Day. The week also marked the inauguration of Donald Trump, with policy details beginning…
Posted inMarket Commentary

Retrospective: Week of 12/2-12/6

  Macro Events & News The U.S. labor market showed signs of resilience in November, with a stronger-than-expected payroll increase of 227,000, surpassing economists' forecasts. However, the unemployment rate edged…