GOOGL / GOOG

News of the Week

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.

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News of the Week

News of the Quiet Week (November 24-28, 2025)

It was a very short and quiet week of news. The Zscaler earnings review has already been sent. CrowdStrike, Rubrik, SentinelOne and a few other

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GOOGL / GOOG

Alphabet Q3 Earnings Review + a Mercado Libre Snapshot

I will post a complete earnings review on Mercado Libre tomorrow. It will cover the shareholder letter, presentation, conference call, other notes and my take

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News of the Week

News of the Week (October 20-24, 2025)

Sections 4-14 are for paid subscribers. If you'd like to read about SoFi credit market information, Rubrik's Agent Cloud Release, a

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GOOGL / GOOG

News of the Week (October 6 - 10, 2025)

Table of Contents: 1. Alphabet – Gemini Enterprise & Search 2. PayPal – BNPL & Ads 3. Amazon – Quick Suite 4. AI Trade Thoughts 5. DraftKings – CEO

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