PYPL

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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PYPL

PayPal Q3 2025 Earnings Review

Sections e, f & g are for paid subscribers. They walk through guidance, the conference call, the investor presentation and my take on the quarter.

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JPM

News of the Week (October 13-17, 2025)

Sections 3-14 are for paid subscribers. These sections include commentary on First Brands and Tricolor implications, as well as updates on PayPal, Uber, Flutter, Robinhood,

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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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