$Oracle(ORCL)$ is scheduled to report its fiscal Q1 2026 earnings after the market closes on Tuesday, September 9, 2025. Following a significant stock rally fueled by its AI-driven cloud momentum, this report will be a major test of the company's ability to execute on its ambitious growth targets. Revenue: Analysts are projecting total revenue of around $15.01 billion, suggesting a growth of over 12% from the prior-year quarter. Non-GAAP EPS: The consensus is for a non-GAAP EPS of $1.47, which would represent a 5.8% year-over-year increase. Summary of Oracle's Fiscal Q4 2025 Earnings Oracle reported a very strong finish to its fiscal year on June 11, 2025, with results that beat analyst expectations and underscored the company's momentum in the cl

$Credo Technology Group Holding Ltd(CRDO)$ is set to report its fiscal Q1 2026 earnings on September 3, 2025. Here is an analysis of what to watch for and potential short-term trading opportunities. Revenue and EPS: The consensus analyst estimates for Q1 2026 are revenue of around $190 million and This represents a significant year-over-year increase, reflecting the strong demand for Credo's products. The company's own guidance for the quarter is a revenue range of $185 million to $195 million. Beating or missing these estimates will be a primary driver of stock movement post-earnings. Summary of Credo Technology Group Holding Ltd (CRDO) Fiscal Q4 2025 Earnings Credo Technology Group Holding Ltd. (CRDO) reported a strong finish to its fiscal year,

When I look at $Zoom(ZM)$ today, I can’t help but reflect on how far the company has come since its pandemic-era highs. The stock, which once symbolized the stay-at-home economy, has spent the past few years battling investor skepticism about whether its growth could endure in a post-COVID world. But as of now, I find myself viewing Zoom with fresh interest. The company has transitioned from being a single-product video conferencing app into a broader enterprise communications platform, and that shift is finally starting to show results. Zoom’s latest earnings report reinforced this impression for me. Revenue in Q2 fiscal 2026 grew modestly, but what caught my eye was the improvement in operating efficiency. The company has maintained solid profitab

$Snowflake(SNOW)$ is scheduled to report its fiscal Q2 2026 earnings on August 27, 2025. The general sentiment is optimistic, with analysts expecting continued growth driven by the strong adoption of its data platform and new AI-driven products like Cortex. Revenue: The Zacks Consensus Estimate for revenue is pegged at approximately $1.09 billion, which would represent a 25% increase year-over-year. Product revenue, a key metric for the company, is expected to be in the range of $1.03 billion to $1.04 billion. Earnings Per Share (EPS): Non-GAAP earnings per share (EPS) are projected to be around $0.26, a significant increase from the prior year. Summary of Snowflake's Fiscal Q1 2026 Earnings Snowflake (SNOW) reported a strong start to fiscal 2026,

$ulta beauty(ULTA)$ is scheduled to report its Q2 2026 earnings on Thursday, August 28, 2025. The general sentiment is cautiously optimistic, with the beauty retail sector showing some resilience despite broader consumer spending pressures. Analysts expect the company to deliver solid results driven by strong consumer demand in the beauty category. Revenue and EPS: The consensus among analysts is that Ulta will report Q2 revenue of approximately $2.66 billion and earnings per share (EPS) of around $4.99. This would represent a modest increase year-over-year. However, the EPS forecast is slightly lower than the prior year's reported EPS of $5.30. Summary of Ulta Beauty's Fiscal Q1 2026 Earnings Ulta Beauty (ULTA) delivered a strong performance in i

$Affirm Holdings, Inc.(AFRM)$ is scheduled to report its Q4 2025 earnings on Thursday, August 28, 2025. The general sentiment among analysts is positive, with a strong expectation for both top-line and bottom-line growth. The company has successfully shifted its focus towards profitability while continuing to expand its presence in the "buy now, pay later" (BNPL) market. Earnings Per Share (EPS): The consensus among analysts is that Affirm will report a significant increase in earnings, projecting a positive non-GAAP EPS of approximately $0.11, a massive turnaround from a loss of $0.14 in the same quarter last year. Revenue: Revenue is expected to be around $839.9 million, representing a robust year-over-year increase of over 27%. Summary of Affir

Economic Calendar: Key Market Movers (week of 11Aug25) Public Holidays There are no public holidays in China, Singapore, America or Hong Kong. Observations Next week's key macroeconomic events will centre on the release of the Consumer Price Index (CPI), a primary indicator of inflation. Market participants are anticipating a rise in CPI, which could raise concerns among investors hoping for a reduction in interest rates by the Federal Reserve. This outcome may even prompt the Federal Reserve to consider an interest rate hike. Additionally, the Producer Price Index (PPI) is projected to increase to 0.2%, up from the previous month. The PPI serves as an early indicator of inflationary pressures on producers, which are often subsequently passed on to consumers. Further economic data will be

Hi Tigers! Below metrics mentioned below are explained here! CAGR = Growth potential. 2020 Net Margin = Past profitability snapshot. LTM Net Margin = Current profitability trend. Together, they tell the story of growth + profitability evolution, which is critical for evaluating performance.1. $Okta Inc.(OKTA)$Core Business & Latest Business Developments: Okta provides identity and access management solutions, helping organizations secure access to applications and data while enabling remote work. It has introduced new Workforce Identity Cloud capabilities, including Secure SaaS Service Accounts and Governance Analyzer, to address unmanaged SaaS accounts and improve governance decisions.Analyst Target Price Expectations: Morgan Stanley upgraded

Last Week's RecapThe US Market - Powell speech fuels market’s rallyU.S. markets broadly advanced on Friday, after Fed Chair Jerome Powell used his Jackson Hole speech to hint at a near-term rate cut, despite mid-week fluctuations and a tech sector sell-off.For the week, the $Dow Jones(.DJI)$ gained 1.5%, closing at a record high. The $S&P 500(.SPX)$ edged up 0.3%, while the $NASDAQ(.IXIC)$ slipped 0.6% despite a sharp +1.88% rally Friday. Small caps outperformed, with the Russell 2000 surging 3.3%, reflecting easing risk concerns.Powell acknowledged that “downside risks to employment are rising” and that the possibility of Trump’s tariffs having only a short

As Q2 2025 earnings season wraps up, a slew of high-growth companies are stealing the show, flipping from losses to profits and sparking investor frenzy. DoorDash ( $DoorDash, Inc.(DASH)$ ), Okta ( $Okta Inc.(OKTA)$ ), Nutanix ( $Nutanix Inc.(NTNX)$ ), TransMedics Group ( $TransMedics Group, Inc.(TMDX)$ ), Toast ( $Toast, Inc.(TOST)$ ), and Remitly Global (RELY) have turned heads with their turnaround tales, while Chinese ADRs like Niu Technologies (NIU), Bilibili (BILI), and Miniso (MNSO) offer global flair. With the S&P 500 at 6,466.58 and Bitcoin at $124,002 adding moment

I managed to avoid the worst of the drop this time, mainly because I have been a bit cautious with my growth stock exposure lately. The market has been showing signs of potential pullback, and with earnings season in full swing, I knew volatility could hit hard. I did not short any of these names, but I definitely breathed a sigh of relief that I was not holding some of the ones that plunged after their results. I still hold a few growth stocks in my portfolio, but I have been more selective compared to the past. Rather than chasing every high-growth name, I focus on companies with strong fundamentals, clear profitability paths, and resilient demand trends. For example, tech companies that are tied to AI infrastructure or mission-critical software feel more defensible to me right now compa

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I have been reflecting on this earnings season as it nears its close, and I would say I have cleared a fair number of hurdles. The scoreboard is nearly complete, and overall, I feel pretty good about how things turned out. It has been a rollercoaster, but I have managed to navigate some tricky moments, especially with stocks that showed unexpected strength or weakness. One of the standout moments for me was the big gains I saw from Nebius $NEBIUS(NBIS)$  and Palantir $Palantir Technologies Inc.(PLTR)$  after their solid earnings reports. Watching those stocks climb following the news was incredibly satisfying, and it reinforced my confidence in picking companies wi

$NetEase(NTES)$ 's Q2 2025 financial report shows steady growth but hides hidden concerns. Revenue was slightly lower than market expectations, mainly due to differences in revenue from its main business, gaming. Net profit was 9.5 billion yuan (up 12.3% year-on-year), exceeding the expected 9.2 billion yuan. $NTES-S(09999)$ The gaming business also had its flaws this quarter. Although several new games performed well on global charts, they failed to deliver on the promise of sustained high revenue growth of 15%+. On the other hand, innovative businesses continued to drag down performance, with Cloud Music revenue declining for two consecutive quarters (down 3.5% year-on-year), raising concerns among use