Microsoft is a leading global technology company known for its software products, services, and hardware devices. The company is best recognized for its Windows operating systems and the Microsoft Office suite, which facilitates productivity and collaboration for users worldwide. In addition to software, Microsoft also offers cloud computing services through its Azure platform, enabling businesses to leverage scalable and flexible computing resources. The company is actively involved in various sectors, including gaming with its Xbox platform, artificial intelligence, and cybersecurity, continually innovating and expanding its product offerings to meet the diverse needs of consumers and enterprises. Read More
Local business platform Yelp (NYSE:YELP) met Wall Street’s revenue expectations in Q4 CY2025, but sales were flat year on year at $360 million. On the other hand, the company’s full-year revenue guidance of $1.47 billion at the midpoint came in 2.8% below analysts’ estimates. Its GAAP profit of $0.61 per share was 13.9% above analysts’ consensus estimates.
Restaurant technology platform Toast (NYSE:TOST) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 22% year on year to $1.63 billion. Its GAAP profit of $0.16 per share was 33.1% above analysts’ consensus estimates.
Climate investment firm HA Sustainable Infrastructure Capital (NYSE:HASI) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 3.4% year on year to $114.8 million. Its non-GAAP profit of $0.67 per share was 1.6% above analysts’ consensus estimates.
Online travel agency Expedia (NASDAQ:EXPE) announced better-than-expected revenue in Q4 CY2025, with sales up 11.4% year on year to $3.55 billion. On top of that, next quarter’s revenue guidance ($3.35 billion at the midpoint) was surprisingly good and 3.7% above what analysts were expecting. Its non-GAAP profit of $3.78 per share was 12.2% above analysts’ consensus estimates.
Social commerce platform Pinterest (NYSE: PINS) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 14.3% year on year to $1.32 billion. Next quarter’s revenue guidance of $961 million underwhelmed, coming in 2.1% below analysts’ estimates. Its non-GAAP profit of $0.67 per share was in line with analysts’ consensus estimates.
Blockchain infrastructure company Coinbase (NASDAQ:COIN) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 21.6% year on year to $1.78 billion. Its non-GAAP profit of $0.66 per share was 31.2% below analysts’ consensus estimates.
Pet insurance provider Trupanion (NASDAQ:TRUP) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 11.7% year on year to $376.9 million. Its GAAP profit of $0.13 per share was 19.6% below analysts’ consensus estimates.
The opening weeks of 2026 have etched a stark portrait of a "two-speed" economy. As of February 12, 2026, the S&P 500 continues to hover near the historic 7,000-point milestone, but the celebratory headline masks a deep internal fracture. A handful of sectors—primarily high-octane Technology and a
The corporate credit markets have been hit by a historic "supply flood" as some of the world’s largest technology firms issued more than $100 billion in new debt during the opening weeks of 2026. This sudden deluge of high-quality paper, driven primarily by the insatiable capital requirements of artificial
As the final results of the Q4 2025 earnings season trickle in this February 12, 2026, the S&P 500 has managed to navigate a treacherous path of high expectations and a tightening monetary narrative. Despite initial fears that high interest rates and a cooling labor market would erode corporate
The U.S. labor market is facing a moment of profound reckoning as new data reveals that the economic engine of 2025 was far more sluggish than previously reported. On February 6, 2026, the Bureau of Labor Statistics (BLS) released its annual benchmark revisions, striking a devastating blow to the
Bank of America (NYSE:BAC) has released its highly anticipated 2026 M&A Outlook, signaling a transformative shift in the global deal-making landscape. After years of cautious maneuvering and high interest rates, the bank’s Global Corporate & Investment Banking (GCIB) division characterizes 2026 as a "Powering Up" year. The report
Following the release of a robust January jobs report that exceeded all Wall Street expectations, President Donald Trump has reignited his aggressive campaign against current Federal Reserve policy, calling for the United States to implement the “lowest interest rates in the world.” The President’s remarks, punctuated by a celebratory
The enterprise software market is currently grappling with a seismic shift that many are calling the "Software Sector Apocalypse" or the "SaaSpocalypse." As of mid-February 2026, a massive rotation out of legacy software-as-a-service (SaaS) names has wiped hundreds of billions of dollars from the market. Investors, once enamored by the
In a dramatic reversal of fortune that underscored the insatiable appetite for artificial intelligence infrastructure, shares of Micron Technology, Inc. (Nasdaq: MU) surged nearly 10% on February 11, 2026. The rally, which propelled the stock to a record closing high of $410.34, was ignited by a series of high-stakes
The financial world experienced a seismic shift on January 30, 2026, when President Donald Trump nominated Kevin Warsh to succeed Jerome Powell as the Chair of the Federal Reserve. This move, long-telegraphed by the administration but still jarring to global markets, marks the beginning of what analysts are calling the
The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial intelligence (AI) investments.
Wall Street reached a monumental psychological and financial peak on January 28, 2026, when the S&P 500 Index surged to an all-time intraday high of 7,002.28. This historic breach marks the first time the benchmark index has ever crossed the 7,000 threshold, crowning a relentless 14-month
