Posted inEarnings Update

Earnings: Costco Wholesale FY25 Q2

Costco Wholesale (NASDAQ:COST) delivered a mixed Q2 FY2025, with a slight revenue beat but a minor EPS miss. While no formal guidance was provided, the company shared February sales numbers…
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…
Posted inMarket Commentary

Retrospective: Week of 3/10-3/14

Macro Events & News The market endured another challenging week as the trade war continued to escalate. China responded with retaliatory tariffs on approximately $22 billion worth of U.S. goods,…
Posted inMarket Commentary

The Week Ahead: Week of 3/10-3/14

The market has struggled to sustain any meaningful bounce, experiencing some of the sharpest sell-offs in recent weeks. This has largely been driven by the announcement of widespread tariffs impacting…
Posted inMarket Commentary

Retrospective: Week of 3/3-3/7

Macro Events & News Another challenging week for the market as trade tensions and employment data continued to weigh on sentiment. Inflation concerns remain elevated, with the Trump administration enacting…
Posted inResearch Reports

Equity Quickie: Nio

Here’s a high-level summary of Nio Inc (NASDAQ:NIO), 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: Salesforce Inc FY25 Q4

Salesforce Inc (NYSE: CRM) delivered a mixed Q4 earnings report, falling slightly short on revenue and guiding lighter than expected. However, growth remains solid, with significant potential as AI offerings,…
Posted inMarket Commentary

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

The market’s weakness last week was surprising, given that NVIDIA’s earnings reinforced the strength of the AI narrative and Personal Consumption Expenditures (PCE) data aligned with expectations, easing immediate inflation…
Posted inEarnings Update

Earnings: Dell Technologies FY25 Q4

Dell Technologies (NYSE: DELL) delivered a mixed Q4 to close out FY25, with revenue and EPS guidance coming in lighter than expected. While Infrastructure Solutions Group (ISG) saw solid growth…