NKE

News of the Week

News of the Week (June 29 - July 3 2026)

Table of Contents * 1. Nike (NKE) – Earnings Data & Some Thoughts on Apparel * a. Earnings Data * b. Forward Guidance * c. Other News & Quick Thoughts

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Earnings Review

Nike (NKE) Q3 2026 Earnings Review

Table of Contents a. Key Points * North America and the running category continue to be the highlights.  * Ongoing struggles in China and new challenges in

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MU

Nike & Micron Earnings Reviews

Digesting two more earnings reports.

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NKE

News of the Week (September 29 - October 3, 2025)

Table of Contents: * Nike – Earnings Review * Cloudflare – Earnings Review * The Trade Desk – New Product & a Partner * Mercado Libre – Noisy Week * SoFi – Data & Products

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News of the Week

News of the Week (June 23 - 27, 2025)

Table of Contents * 1. Updated Free Cash Flow (FCF) Valuation Comp She … * a. Fast Growth * b. Mature Growth * 2. Alphabet (GOOGL) – Miscellaneous * a. Open AI

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