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…
Posted inEarnings Update

Earnings: Workday Inc FY25 Q4

Workday Inc (NASDAQ:WDAY) closed out FY25 with a strong Q4, surpassing revenue and EPS expectations while maintaining solid growth in both the U.S. and international markets. A key highlight was…
Posted inEarnings Update

Earnings: NVIDIA FY25 Q4

NVIDIA (NASDAQ:NVDA) once again exceeded market expectations and raised guidance for the current quarter. While Data Center growth has slowed slightly, it continues to grow at an impressive rate, up…
Posted inResearch Reports

Equity Quickie: Robinhood

Here’s a high-level summary of Robinhood (NASDAQ:HOOD), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers receive…
Posted inMarket Commentary

The Week Ahead: Week of 2/24-2/28

Next week brings a critical data point with the Fed’s preferred inflation gauge, the Personal Consumption Expenditures (PCE) report, set for release on Friday. A cooler or in-line reading could…
Posted inMarket Commentary

Retrospective: Week of 2/17-2/21

Macro Events & News The markets showed early strength after the Presidents Day closure on Monday, with the S&P 500 hitting all-time highs Wednesday before sharply reversing, dropping 1.7% on…
Posted inEarnings Update

Earnings: Rivian Automotive FY24 Q4

Rivian Automotive (NASDAQ: RIVN) met expectations in Q4, achieving gross margin profitability for the first time—a key milestone in its push for operational efficiency. The company also began separately reporting…