Retrospective: Week of 9/8-9/12
Posted inMarket Commentary

Retrospective: Week of 9/8-9/12

Macro Events & News Markets traded higher this week ahead of the Federal Reserve’s September 16–17 policy meeting, where investors expect more clarity on the path of interest rates. Technology…
The Week Ahead: Week of 9/8-9/12
Posted inMarket Commentary

The Week Ahead: Week of 9/8-9/12

There are a handful of earnings reports this week that could draw investor attention. Oracle Corporation (NYSE:ORCL), increasingly positioning itself as a major player in cloud and AI, will report…
Earnings: NVIDIA FY26 Q2
Posted inEarnings Update

Earnings: NVIDIA FY26 Q2

NVIDIA Inc (NASDAQ:NVDA) delivered another record-setting FY26 Q2, posting $46.74 billion in revenue and non-GAAP EPS of $1.04, both topping expectations. Free cash flow was strong at $13.5 billion, and…
Posted inMarket Commentary

Retrospective: Week of 6/16-6/20

Macro Events & News Markets were volatile during the holiday-shortened week as investors closely monitored developments in the Middle East. While the situation remains tense, no significant escalation occurred—just a…
Posted inMarket Commentary

The Week Ahead: Week of 6/16-6/20

The sharp selloff on Friday, triggered by escalating tensions in the Middle East, could weigh further on markets this week. The situation remains fluid and will likely dominate headlines in…
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…
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 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 inEarnings Update

Earnings: NVIDIA FY26 Q1

NVIDIA Inc (NASDAQ:NVDA) posted strong results for FY26 Q1, with revenue coming in at $44.06 billion and non-GAAP earnings per share of $0.81—both exceeding expectations. Free cash flow reached a…