The Week Ahead: Week of 1/19-1/23
Posted inMarket Commentary

The Week Ahead: Week of 1/19-1/23

Earnings remain in focus this week, with several Watchlist names set to report. Netflix (NASDAQ:NFLX) reports Tuesday after the close, and its results and commentary could influence sentiment across both…
Earnings: BlackRock FY25 Q4
Posted inEarnings Update

Earnings: BlackRock FY25 Q4

BlackRock (NYSE:BLK) posted blowout Q4 results, with a sizable beat on both revenue and EPS. Net inflows were robust at $268 billion in long-term assets, driving AUM to a record…
Earnings: Goldman Sachs FY25 Q4
Posted inEarnings Update

Earnings: Goldman Sachs FY25 Q4

Goldman Sachs (NYSE:GS) reported mixed Q4 results, missing on revenue but exceeding EPS estimates. The quarter's revenue took a $2.26 billion hit from markdowns on the Apple Card loan portfolio…
The Week Ahead: Week of 1/12-1/16
Posted inMarket Commentary

The Week Ahead: Week of 1/12-1/16

The first earnings season of 2026 kicks off this week, with several major financial institutions leading the way. Keep an eye on JPMorgan (NYSE: JPM), Bank of America (NYSE: BAC), Citigroup (NYSE: C),…
Earnings: Costco Wholesale Corp FY25 Q4
Posted inEarnings Update

Earnings: Costco Wholesale Corp FY25 Q4

Costco Wholesale Corp (NASDAQ:COST) delivered solid fiscal Q4 results to close out FY25, posting a modest revenue beat of $86.16 billion and earnings per share of $5.87. Margins remained stable,…
Earnings: Micron FY25 Q4
Posted inEarnings Update

Earnings: Micron FY25 Q4

closed out FY25 with a strong Q4, beating expectations on both revenue and earnings. Revenue hit a record $11.3 billion, topping the $11.15 billion consensus, while EPS came in at…
The Week Ahead: Week of 9/22-9/26
Posted inMarket Commentary

The Week Ahead: Week of 9/22-9/26

Markets have entered a quieter stretch for earnings, leaving economic data as the primary driver of direction. Rate-sensitive stocks rallied following last week’s Fed decision, and that momentum could extend…
Retrospective: Week of 9/15-9/19
Posted inMarket Commentary

Retrospective: Week of 9/15-9/19

Macro Events & News The Federal Reserve lowered short-term interest rates by 25 basis points, citing recent weakness in the labor market as a key factor behind the move. Fed…