Posted inMarket Commentary

Retrospective: Week of 4/28-5/2

Macro Events & News Markets surged last week, with the S&P 500 extending its winning streak to nine consecutive sessions as trade tensions remained subdued. No new tariff escalations were…
Posted inEarnings Update

Earnings: Amazon.com Inc FY25 Q1

Amazon.com Inc (NASDAQ:AMZN) delivered solid FY25 Q1 results, exceeding revenue and EPS expectations. However, guidance for Q2 came in softer than expected, and certain business lines showed signs of stagnation.…
Posted inEarnings Update

Earnings: Snap Inc FY25 Q1

Snap Inc (NASDAQ:SNAP) delivered a disappointing Q1, with revenue narrowly beating expectations but missing on EPS, reporting a loss per share. The absence of forward guidance for Q2 raised investor…
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…
Posted inEarnings Update

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…
Posted inEarnings Update

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…
Posted inEarnings Update

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…