James Picerno·3h agoBeyond Big Tech: Small Caps Step Into the SpotlightSmall-cap stocks are maintaining their performance advantage this year, putting them on track for their first calendar-year run of…A response icon1A response icon1
Strategy Cheatsheet·8h agoQualcomm Q4 and Full Year FY26 Earnings Analysis — Strategic Transition Beyond Mobile into…Listen to the Podcast: https://open.spotify.com/episode/2TW2RyVOTIJwRA7HiB6mXh?si=Hroz95c2QjuDfxeQs02yuw
MTOptions·22h ago$DDOG Beat Earnings and Dropped 14%. The Guide Is What Moves the StockIf you only read the headline numbers this morning, Datadog looked great. Adjusted EPS came in at $0.81 against $0.64 expected, and revenue…
InWrite A CatalystbyDorottya Becz·23h agoA Bookish Side Hustle I’m Truly Grateful For: Two Months of Reading and EarningI love reading from childhood. When Mum and me went on summer vacation one suitcase was full of books, the other was for clothes. During my…A response icon2A response icon2
MTOptions·1d ago$AMD Reports on Election Night. Here’s How I Think About Two Big Events in One EveningChips are bouncing, Apple and Palantir got bought off the lows, and tonight stacks an earnings print on top of midterm results. A…
Isamsaidu·2d agoBack in September I wrote that Apple’s new CEO would be judged not on the flashy foldable launch…Apple reported results yesterday, John Ternus’s first as CEO on the surface, decent news it forecast better than expected sales for the…
Natalia·2d ago7 Financial Decisions Your Future Self Will Thank You ForPractical, relatable advice about building financial stability before earning a fortune. Emergency funds, lifestyle inflation, investing…
brian balbirnie·3d agoRead Your Earnings Release the Way Investors Will: A Checklist for IR TeamsEarnings day leaves little room for error. Here’s the checklist I’d want every IR team to have, and a new way for companies to see how…