Posted inEarnings Update

Earnings: GlobalFoundries FY25 Q1

GlobalFoundries (NASDAQ:GFS) delivered pedestrian Q1 FY25 results, beating on both revenue and earnings, with Q2 guidance broadly in line with expectations. However, the results highlighted ongoing challenges—revenue and margins showed…
Posted inMarket Commentary

The Week Ahead: Week of 5/5-5/9

Markets have shown notable resilience in recent weeks, with the S&P 500 extending its winning streak to nine consecutive sessions as tariff escalations have paused and earnings continue to reflect…
Posted inEarnings Update

Earnings: Robinhood FY25 Q1

Robinhood (NASDAQ:HOOD) reported a solid Q1, showing continued growth in both revenue and user base. Results were supported by record trading volumes across equities, options, and crypto, along with ongoing…
Earnings: Apple Inc FY25 Q2
Posted inEarnings Update

Earnings: Apple Inc FY25 Q2

Apple Inc (NASDAQ:AAPL) delivered a relatively uneventful earnings report, slightly beating expectations but lacking any major surprises under the surface. Under Tim Cook’s steady leadership, the company remains consistent—a formula…
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.…