Posted inEarnings Update

Earnings: Tesla FY25 Q2

Tesla Inc (NASDAQ:TSLA) delivered a better-than-expected Q2, slightly beating on both revenue and meeting EPS expectations. Still, underlying weaknesses remain hard to ignore—vehicle deliveries declined 13% year-over-year, and free cash…
Posted inMarket Commentary

The Week Ahead: Week of 7/21-7/25

Earnings season accelerates this week with a wave of high-profile companies set to report. Among the most closely watched will be Tesla (NASDAQ:TSLA), which reports after the close on Wednesday.…
Posted inEarnings Update

Earnings: Charles Schwab FY25 Q2

Charles Schwab Corporation (NYSE:SCHW) delivered solid Q2 results, beating expectations on both revenue and EPS. The company also raised full-year guidance for both revenue and net interest margin (NIM). Core…
Posted inMarket Commentary

Retrospective: Week of 7/14-7/18

Macro Events & News The S&P 500 and Nasdaq reached new record highs during the week, driven by strong early earnings results and renewed optimism around key sectors. Financials helped…
Posted inEarnings Update

Earnings: Netflix FY25 Q2

Netflix (NASDAQ:NFLX) delivered a solid Q2, beating expectations on both revenue and EPS. Despite broader macroeconomic uncertainty, the company reported growth across all regions. However, results were largely driven by…
Posted inEarnings Update

Earnings: Goldman Sachs FY25 Q2

Goldman Sachs (NYSE:GS) posted impressive Q2 results, delivering strong beats on both revenue and EPS. The quarter featured record Equities net revenues and a sharp rebound in Advisory, which rose…
Posted inEarnings Update

Earnings: BlackRock FY25 Q2

BlackRock (NYSE:BLK) posted solid Q2 results, with a modest beat on revenue and a sizable EPS outperformance. Net inflows remained strong at over $100 billion, though they were partially offset…
Posted inMarket Commentary

The Week Ahead: Week of 7/14-7/18

The week ahead could prove eventful, with a convergence of catalysts across trade, earnings, and economic data—all of which have the potential to inject volatility into markets. Over the weekend,…
Posted inMarket Commentary

Retrospective: Week of 7/7-7/11

Macro Events & News Markets ended slightly lower after a choppy week marked by renewed trade tensions and shifting macro expectations. President Trump announced a new round of tariff threats…