The AI cloud provider topped revenue and earnings expectations, with its CEO cheering “an important inflection point.”
Earnings
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A photonics-themed ETF saw better demand in its first trading day than a popular memory ETF did at the same point in its life cycle.
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The company is looking to expand its reach in Europe and building up its backlog.
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Markets are gearing up for the busiest week of second-quarter earnings season.
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Steel Dynamics Q2 2026 Earnings Preview
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Among the largest U.S. banks, Citigroup is expected to show the greatest improvement by one important measure. But it still has a long way to go to reach its own…
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Concentrix Q2 2026 Earnings Preview
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Micron’s massive growth is “coming at nearly pure profit,” and that’s starting to have real implications for the S&P 500.
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Investment
Tencent Music (TME) at this Point – 37% Earnings Yield ex Tangible Non-Core – Investment Moats
Tencent Music (Ticker: TME) isn’t doing so well since my last post on Nov 2025. The price probably cratered 50% since the last posting. And it is not without its…
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Modine Manufacturing Q4 2026 Earnings Preview
