Posted inEarnings Update

Earnings: Microsoft FY25 Q3

Microsoft (NASDAQ:MSFT) delivered strong FY25 Q3 results, exceeding expectations on both revenue and earnings. Azure revenue grew 33% year-over-year, surpassing forecasts, with AI services continuing to drive growth. Non-AI contributions…
Posted inEarnings Update

Earnings: Meta Platforms FY25 Q1

Meta Platforms (NASDAQ:META) delivered robust quarterly results, showcasing continued growth and promising developments for the future. The company's Family of Apps now reaches 3.43 billion monthly active users globally, demonstrating…
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Earnings: SoFi Technologies FY25 Q1

SoFi Technologies (NASDAQ:SOFI) delivered a strong start to 2025, beating both revenue and EPS expectations for Q1. Revenue rose 33% year-over-year, while adjusted EBITDA surged 46%, underscoring continued operating leverage.…
Posted inEarnings Update

Earnings: PayPal Holdings FY25 Q1

PayPal Holdings (NASDAQ:PYPL) delivered respectable FY25 Q1 results—beating EPS estimates but falling slightly short on revenue. Encouragingly, margins continue to improve, with transaction margin holding steady and operating margin inching…
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Earnings: Mobileye Global Inc FY25 Q1

Mobileye Global Inc. (NASDAQ:MBLY) posted solid FY2025 Q1 results, meeting expectations on both the top and bottom line. However, some underlying metrics warrant attention. The Average Selling Price (ASP) continued…
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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 inMarket Commentary

The Week Ahead: Week of 4/28-5/2

The upcoming week will be pivotal, with a packed schedule of economic data releases and earnings reports from major tech giants Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), and Apple…
Posted inMarket Commentary

Retrospective: Week of 4/21-4/25

Macro Events & News The week began on a negative note as uncertainty around the trade war continued to weigh on the markets. Incendiary comments from President Trump, particularly regarding…
Posted inEarnings Update

Earnings: Alphabet FY25 Q1

Alphabet (NASDAQ:GOOG) posted strong Q1 FY2025 results, beating both revenue and EPS expectations. The quarter was driven by broad-based strength across the business, particularly in Google Services, where Search and…
Posted inEarnings Update

Earnings: Tesla FY25 Q1

Tesla (NASDAQ:TSLA) delivered one of its worst earnings reports to date, missing revenue estimates by approximately 9% and falling short on EPS by 34%. The decline was largely driven by…