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 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…
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…
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Earnings: Adobe Inc FY25 Q2

Adobe Inc (NASDAQ:ADBE) delivered better-than-expected results for FY25 Q2, but the beats were minimal—just over 1% for both revenue and EPS. Management also raised full-year guidance, yet again only modestly,…
Posted inResearch Reports

Equity Quickie: GlobalFoundries Inc

Here’s a high-level summary of GlobalFoundries Inc (NASDAQ:GFS), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…
Posted inEarnings Update

Earnings: Dell Technologies FY26 Q1

Dell Technologies (NYSE:DELL) posted mixed results for FY26 Q1, slightly beating revenue expectations with $23.38 billion but missing on earnings with $1.55 per share versus the $1.69 consensus. While revenue,…
Posted inEarnings Update

Earnings: Salesforce FY26 Q1

Salesforce Inc (NYSE:CRM) delivered solid results for FY26 Q1, exceeding expectations with $9.83 billion in revenue and $2.58 in earnings per share. Core fundamentals remained strong with healthy margins and…
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Earnings: NVIDIA FY26 Q1

NVIDIA Inc (NASDAQ:NVDA) posted strong results for FY26 Q1, with revenue coming in at $44.06 billion and non-GAAP earnings per share of $0.81—both exceeding expectations. Free cash flow reached a…