PYPL

News of the Week

News of the Week (December 14-18, 2025)

My Detailed Earnings reviews from this season: * Nike & Micron * Rubrik * Oracle & Broadcom. * Snowflake * CrowdStrike & MongoDB * Zscaler * Datadog & Palo Alto * Sea Limited

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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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NOW

Snowflake Earnings Review, ServiceNow M&A & PayPal + SoFi CFO Interviews

Mid-week news.

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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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NET

News of the Week (November 10-14, 2025)

Earnings coverage, macro developments, investors conferences and more.

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