The Week Ahead: Week of 8/25-8/29
Posted inMarket Commentary

The Week Ahead: Week of 8/25-8/29

The week's spotlight centers on NVIDIA (NASDAQ:NVDA), which reports Q2 results Wednesday after market close. Beyond the numbers, the Q&A session will be closely watched for management's commentary on potential…
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 inMarket Commentary

Retrospective: Week of 7/21-7/25

Macro Events & News Earnings season ramped up with key reports from mega caps Tesla (NASDAQ:TSLA) and Alphabet (NASDAQ:GOOG). Tesla disappointed as sales declined and its forward-looking initiatives lacked meaningful…
Posted inMarket Commentary

The Week Ahead: Week of 7/21-7/25

Earnings season accelerates this week with a wave of high-profile companies set to report. Among the most closely watched will be Tesla (NASDAQ:TSLA), which reports after the close on Wednesday.…
Posted inEarnings Update

Earnings: Adobe Inc FY25 Q2

Adobe Inc (NASDAQ:ADBE) delivered better-than-expected results for FY25 Q2, but the beats were minimal—just over 1% for both revenue and EPS. Management also raised full-year guidance, yet again only modestly,…
Posted inMarket Commentary

Retrospective: Week of 5/12-5/16

Macro Events & News The markets extended their rally this week as tariff concerns eased following a temporary de-escalation in U.S.-China trade tensions, with both sides agreeing to reduce the…
Posted inResearch Reports

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…
Posted inEarnings Update

Earnings: Adobe Inc FY25 Q1

Adobe Inc (NASDAQ:ADBE) delivered a double beat for Q1 FY2025, surpassing expectations on both revenue and earnings. However, guidance for Q2 and the full year came in slightly below expectations—an…
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…