News of the Week (July 14-18, 2025) Table of Contents * 1. Amazon (AMZN) – Prime Day/Week, CrowdStrike (CR … * a. Amazon – Prime Days * b. CrowdStrike * 2. Alphabet (GOOGL) – AI Data & More * 3. Big Bank & Credit Earnings – Bank of America
Netflix & Taiwan Semiconductor Earnings Reviews 1. Taiwan Semicondutor (TSM/TSMC) — Earnings Review a. Taiwan Semi 101 Taiwan Semi builds chipsets for other companies like Nvidia, AMD and Qualcomm. It does so in its highly expensive and complex chip
PayPal Update In last week’s article, I briefly discussed the new fees J.P. Morgan would be charging to fintechs like PayPal. I argued that the impact would be immaterial and that this would
News of the Week (July 7-11, 2025) The slow season is over and earnings season starts next week! There are about 40 reviews to catch up on from last season, and I cannot wait to publish 40 more in the
