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Meta Platform Earnings (Dec '25 qtr)
META reported strong earnings and better than expected revenue guidance. But expenses and capex spending keep growing rapidly.
23 hours ago2 min read
Tesla earnings (Dec '25 qtr)
Tesla's earnings were about inline with expectations. But the stock these days is trading on potential in the future businesses.
23 hours ago1 min read
Microsoft Earnings (Dec '25 qtr)
MSFT reported a strong quarter by the numbers. But secular fears and high expectations are pressuring the stock today.
23 hours ago1 min read
SAP drives fear in Software
Comments on SAP's earnings call are driving a big pullback in the enterprise software stocks.
23 hours ago1 min read
Macro Update: Dollar Weakness, Iran (Again), and Gold
A macro update on three big topics: recent weakness in the US dollar, tension building with Iran, and gold thoughts.
2 days ago2 min read
Productivity Boom, Redux
Increasing productivity could drive GDP growth, even in the face of zero growth in payrolls. Historically, this would be rare.
2 days ago2 min read
Market News: Earnings Edition
Earnings season is in full swing. Today alone, we get earnings from 28 members of the S&P 500. Below are highlights from some of the reports this morning.
2 days ago3 min read
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