Earnings: Salesforce FY27 Q2
Posted inEarnings Update

Earnings: Salesforce FY27 Q2

Salesforce Inc (NYSE:CRM) delivered a headline-grabbing Q2 for fiscal 2027, with revenue growing 11% year over year to $11.35 billion, edging past the $11.32 billion consensus. Current remaining performance obligations…
Earnings: Salesforce FY26 Q4
Posted inEarnings Update

Earnings: Salesforce FY26 Q4

Salesforce Inc (NYSE:CRM) reported quarterly results ahead of expectations, with revenue up low double digits year over year and non-GAAP EPS comfortably beating consensus. Excluding the contribution from Informatica, however,…
Retrospective: Week of 9/8-9/12
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…
The Week Ahead: Week of 9/8-9/12
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…
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,…
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…
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…