Summary: We’re upgrading Airbnb, Inc. to a hold. We think the current macro headwinds are
Summary: Salesforce reported Q2 results that beat expectations, while management revised full-year guidance higher. The
Summary: GameStop still faces sizable fundamental issues. Another short squeeze is unlikely due to the
Summary: Mastercard’s earnings beat expectations, presenting a solid and healthy company. With Visa being in
Summary: Affirm’s FY2023 Q4 earnings report exceeded expectations, with accelerated GMV growth and positive operating
Summary: The market was disappointed when Microsoft’s executives shared that revenue growth from AI advancements
Summary: Reels has the potential to contribute significantly to Meta’s revenue, reaching $5 billion by
Summary: Tesla stock has rallied through most of 2023 during a time when consensus was
Summary: Salesforce delivers strong results and emphasizes the role of AI in driving productivity gains.
Summary: iQIYI continues to showcase sustainable profitable growth with increased revenue and membership services growth.