SOFI

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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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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ORCL

News of the Week (September 8 - 12, 2025)

Wrapping up earnings season, Goldman Sachs conference coverage and more.

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News of the Week
Free Access

News of the Week (August 18-22, 2025)

Next week, we’ll send reviews on Nvidia, CrowdStrike, SentinelOne and MongoDB. In case you missed it from this earnings season: * Nu & Airbnb earnings

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