MELI

News of the Week

News of the Week (January 5 - 9, 2026)

Reviewing major keynotes from CES 2026, exploring high-profile M&A, updating valuation tables and more.

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News of the Week

News of the Week (November 17-21, 2025)

Table of Contents * 1. Datadog (DDOG) – Q3 2025 Earnings Review * a. Datadog 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet

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MELI

Amazon & Mercado Libre Q3 2025 Earnings Reviews

The full Amazon review is in section 2 of this article and is for paid readers. Upgrade below to read. Upgrade 1. Mercado Libre Q3

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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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