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…
The Week Ahead: Week of 9/15-9/19
Posted inMarket Commentary

The Week Ahead: Week of 9/15-9/19

Earnings season is essentially over, leaving the focus on the Federal Reserve’s September policy meeting. Markets expect a 25-basis-point rate cut, though a 50-point move is possible after weaker labor…
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…
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…
Earnings: Palo Alto Networks FY25 Q4
Posted inEarnings Update

Earnings: Palo Alto Networks FY25 Q4

Palo Alto Networks (NASDAQ:PANW) wrapped up its FY25 with an exceptional Q4, handily beating expectations on both revenue and earnings. This strong performance served as a powerful validation of its…
Posted inResearch Reports

Equity Quickie: Palo Alto Networks

Here’s a high-level summary of Palo Alto Networks Inc (NASDAQ:PANW), 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: Palo Alto Networks FY25 Q3

Palo Alto Networks (NASDAQ:PANW) delivered sound FY25 Q3 results, beating both revenue and earnings expectations. Margins came in slightly lighter—off by about a percentage point—but this was a minor miss…
Posted inMarket Commentary

Retrospective: Week of 2/17-2/21

Macro Events & News The markets showed early strength after the Presidents Day closure on Monday, with the S&P 500 hitting all-time highs Wednesday before sharply reversing, dropping 1.7% on…
Posted inEarnings Update

Earnings: Palo Alto Networks FY25 Q2

Palo Alto Networks (NASDAQ:PANW) delivered solid FY25 Q2 earnings, with results slightly beating or aligning with expectations. However, closer examination reveals underlying concerns. Next-Generation Security (NGS) Annual Recurring Revenue (ARR)…