Retrospective: Week of 9/1-9/5
Posted inMarket Commentary

Retrospective: Week of 9/1-9/5

Macro Events & News Equities traded with little conviction for most of the holiday-shortened week. Big tech saw a strong rally after Google and parent company Alphabet (NASDAQ:GOOG) secured a…
Earnings: Salesforce FY26 Q2
Posted inEarnings Update

Earnings: Salesforce FY26 Q2

Salesforce Inc (NYSE:CRM) delivered solid FY26 Q2 results, exceeding expectations with $10.24 billion in revenue and $2.91 in EPS. Subscription revenue grew at a modest pace, with strength across geographies,…
Earnings: NIO Inc FY25 Q2
Posted inEarnings Update

Earnings: NIO Inc FY25 Q2

NIO Inc (NASDAQ:NIO) posted a mixed FY25 Q2, missing revenue expectations but surpassing earnings estimates as losses came in smaller than feared. Still, losses were significant with a $685 million…
Earnings: Alibaba Group FY26 Q1
Posted inEarnings Update

Earnings: Alibaba Group FY26 Q1

Alibaba Group (NASDAQ:BABA) reported mixed FY26 Q1 results, with revenue coming in above expectations but earnings falling short. Growth was broad-based across major segments. Margins improved in Alibaba International Digital…
The Week Ahead: Week of 9/1-9/5
Posted inMarket Commentary

The Week Ahead: Week of 9/1-9/5

This week ushers in the quieter post-earnings period, as the bulk of S&P 500 companies have already reported results. With a lighter earnings calendar, market attention will turn more squarely…
Retrospective: Week of 8/25-8/29
Posted inMarket Commentary

Retrospective: Week of 8/25-8/29

Macro Events & News The week began with unexpected political drama as President Trump announced the firing of Fed Governor Lisa Cook over allegations of mortgage fraud. Markets largely ignored…
Earnings: Dell Technologies FY26 Q2
Posted inEarnings Update

Earnings: Dell Technologies FY26 Q2

Dell Technologies (NYSE:DELL) reported mixed FY26 Q2 results, with revenue of $29.78 billion and EPS of $2.32 narrowly ahead of expectations. Demand for AI servers supported topline growth, but margins…
Earnings: NVIDIA FY26 Q2
Posted inEarnings Update

Earnings: NVIDIA FY26 Q2

NVIDIA Inc (NASDAQ:NVDA) delivered another record-setting FY26 Q2, posting $46.74 billion in revenue and non-GAAP EPS of $1.04, both topping expectations. Free cash flow was strong at $13.5 billion, and…
The Week Ahead: Week of 8/25-8/29
Posted inMarket Commentary

The Week Ahead: Week of 8/25-8/29

The week's spotlight centers on NVIDIA (NASDAQ:NVDA), which reports Q2 results Wednesday after market close. Beyond the numbers, the Q&A session will be closely watched for management's commentary on potential…
Retrospective: Week of 8/18-8/22
Posted inMarket Commentary

Retrospective: Week of 8/18-8/22

Macro Events & News The week began with a selloff led by technology names, as sentiment remained cautious in the face of rising inflation, ongoing tariff uncertainty, and doubts about…