Posted inEarnings Update
Earnings: NVIDIA FY27 Q2
NVIDIA Corporation (NASDAQ:NVDA) delivered a record second quarter for fiscal 2027, with revenue more than doubling year over year to $96.2 billion, up 106% and well ahead of the $92.1…
Posted inEarnings Update
Earnings: NVIDIA FY26 Q4
NVIDIA Corporation (NASDAQ:NVDA) reported fiscal Q4 FY26 revenue of $68.1 billion, up 73% year over year and 20% sequentially, materially ahead of consensus expectations. Non-GAAP EPS came in at $1.62,…
Posted inMarket Commentary
Retrospective: Week of 9/8-9/12
Macro Events & News Markets traded higher this week ahead of the Federal Reserve’s September 16–17 policy meeting, where investors expect more clarity on the path of interest rates. Technology…
Posted inMarket Commentary
The Week Ahead: Week of 9/8-9/12
There are a handful of earnings reports this week that could draw investor attention. Oracle Corporation (NYSE:ORCL), increasingly positioning itself as a major player in cloud and AI, will report…
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…
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 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…
Posted inMarket Commentary
The Week Ahead: Week of 6/9-6/13
Markets ended last week on a stronger note despite midweek drama from the Trump–Musk feud, which temporarily dragged down Tesla (NASDAQ:TSLA) and applied pressure across tech. With both parties going…
Posted inMarket Commentary
Retrospective: Week of 6/2-6/6
Macro Events & News The week began on uneasy footing as markets digested news of the Trump administration imposing 50% tariffs on steel and aluminum and accusing China of violating…