Posted inMarket Commentary

Retrospective: Week of 6/9-6/13

Macro Events & News Markets opened the week on solid footing, buoyed by encouraging headlines from U.S.–China trade talks in London. While the details were vague—and at times contradictory—President Trump…
Earnings: Adobe Inc FY25 Q2
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

The Week Ahead: Week of 6/9-6/13

Markets ended last week on a stronger note despite midweek drama from the Trump–Musk feud, which temporarily dragged down Tesla (NASDAQ:TSLA) and applied pressure across tech. With both parties going…
Posted inMarket Commentary

Retrospective: Week of 6/2-6/6

Macro Events & News The week began on uneasy footing as markets digested news of the Trump administration imposing 50% tariffs on steel and aluminum and accusing China of violating…
Posted inResearch Reports

Equity Quickie: GlobalFoundries Inc

Here’s a high-level summary of GlobalFoundries Inc (NASDAQ:GFS), 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 6/2-6/6

June could get off to a shaky start as trade tensions resurface yet again. After walking back earlier threats of EU tariffs earlier in the week, Trump reignited trade concerns…
Posted inMarket Commentary

Retrospective: Week of 5/26-5/30

Macro Events & News It was a holiday-shortened week, but far from uneventful—volatility and headline-driven swings were front and center. Markets opened strong on Tuesday following news that the broad…
Posted inEarnings Update

Earnings: Dell Technologies FY26 Q1

Dell Technologies (NYSE:DELL) posted mixed results for FY26 Q1, slightly beating revenue expectations with $23.38 billion but missing on earnings with $1.55 per share versus the $1.69 consensus. While revenue,…
Posted inEarnings Update

Earnings: Salesforce FY26 Q1

Salesforce Inc (NYSE:CRM) delivered solid results for FY26 Q1, exceeding expectations with $9.83 billion in revenue and $2.58 in earnings per share. Core fundamentals remained strong with healthy margins and…