News of the Week (December 8 - 12, 2025) Table of Contents * 1. Brief Earnings Snapshots – Lululemon (LULU) & Adobe (ADBE) * a. Lululemon * b. Adobe (ADBE) * 2. Amazon (AMZN) – 2025 AWS Event Review * 3. ServiceNow (NOW) – CFO Gina Mastantuono Interviews with Barclays
Broadcom & Oracle Earnings Reviews Table of Contents * 1. Broadcom (AVGO) – Earnings Review * a. Broadcom 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance & Valuation * g. Call & Release * h. Take
News of the Week (December 1-5, 2025) Most of this week's content has already been sent: * CrowdStrike & MongoDB Earnings Reviews. * Snowflake Earnings Review, ServiceNow M&A & PayPal CFO Interview with UBS. * SentinelOne Earnings Review. * Rubrik
