Earnings: Workday FY26 Q2
Posted inEarnings Update

Earnings: Workday FY26 Q2

Workday Inc (NASDAQ:WDAY) announced solid results for FY26 Q2, reporting $2.35 billion in revenue and earnings per share of $2.21, both surpassing analyst expectations. The non-GAAP operating margin reached 29%…
Retrospective: Week of 7/28-8/1
Posted inMarket Commentary

Retrospective: Week of 7/28-8/1

Macro Events & News It was an extremely volatile week for markets, driven by a flood of earnings from tech giants, the Fed’s interest rate decision, key economic data, and…
The Week Ahead: Week of 7/28-8/1
Posted inMarket Commentary

The Week Ahead: Week of 7/28-8/1

It’s a pivotal week for markets as earnings season hits full stride, with over half of the Mag 7 set to report. Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN), and Apple…
Posted inMarket Commentary

Retrospective: Week of 6/23-6/27

Macro Events & News What began as a week primed for downside volatility quickly turned into a surprisingly resilient stretch for the markets. Initial fears surrounding the U.S.-led missile strikes…
Posted inMarket Commentary

The Week Ahead: Week of 6/23-6/27

Markets hate uncertainty—and this week begins under a heavy cloud of it. Over the weekend, U.S. missile strikes in Iran dramatically escalated tensions in the Middle East, and any hopes…
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 inEarnings Update

Earnings: Workday FY26 Q1

Workday Inc (NASDAQ:WDAY) delivered better-than-expected results for FY26 Q1, reporting $2.24 billion in revenue and non-GAAP EPS of $2.23. A standout metric was the non-GAAP operating margin, which topped 30%—a…