Posted inMarket Commentary

Retrospective: Week of 6/23-6/27

Macro Events & News What began as a week primed for downside volatility quickly turned into a surprisingly resilient stretch for the markets. Initial fears surrounding the U.S.-led missile strikes…
Earnings: Micron FY25 Q3
Posted inEarnings Update

Earnings: Micron FY25 Q3

Micron Technology (NASDAQ:MU) delivered an impressive fiscal Q3, beating expectations on both the top and bottom lines. Revenue reached a record $9.3 billion, above the $8.86 billion consensus, while EPS…
Posted inResearch Reports

Equity Quickie: The Trade Desk

Here’s a high-level overview of The Trade Desk Inc. (NASDAQ:TTD), a featured Watchlist name. The snapshot—featuring key charts, metrics, and highlights—is available to all readers. Associate Level subscribers can access…
Posted inMarket Commentary

The Week Ahead: Week of 6/23-6/27

Markets hate uncertainty—and this week begins under a heavy cloud of it. Over the weekend, U.S. missile strikes in Iran dramatically escalated tensions in the Middle East, and any hopes…
Posted inMarket Commentary

Retrospective: Week of 6/16-6/20

Macro Events & News Markets were volatile during the holiday-shortened week as investors closely monitored developments in the Middle East. While the situation remains tense, no significant escalation occurred—just a…
Posted inEarnings Update

Earnings: Accenture FY25 Q3

Accenture (NYSE:ACN) delivered a solid Q3, beating expectations on both revenue and earnings. Revenue reached $17.7 billion versus the $17.3 billion consensus, while EPS came in at $3.49, topping the…
Earnings: GameStop Corp FY25 Q1
Posted inEarnings Update

Earnings: GameStop Corp FY25 Q1

GameStop Corp. (NYSE:GME) delivered a mixed FY25 Q1 report that, while initially underwhelming, revealed some encouraging signs beneath the surface. Headline numbers disappointed, with sales missing expectations and a reported…
Posted inResearch Reports

Equity Quickie: Taiwan Semiconductor

Here’s a high-level summary of Taiwan Semiconductor Manufacturing Company (NYSE:TSM), a featured Watchlist name. The snapshot—featuring key charts, metrics, and highlights—is available to all readers. Associate Level subscribers can access…
Posted inMarket Commentary

The Week Ahead: Week of 6/16-6/20

The sharp selloff on Friday, triggered by escalating tensions in the Middle East, could weigh further on markets this week. The situation remains fluid and will likely dominate headlines in…
Posted inMarket Commentary

Retrospective: Week of 6/9-6/13

Macro Events & News Markets opened the week on solid footing, buoyed by encouraging headlines from U.S.–China trade talks in London. While the details were vague—and at times contradictory—President Trump…