Ali Merchant's Comment & Analysis
A complete archive of Ali Merchant's articles, including current analysis & comment.
Results: Nvidia beat earnings expectations with July-quarter revenue of $46.7 billion (roughly in line with consensus) and quarterly net income of $26.4 billion, up 59% year over year.Data-center...
CrowdStrike’s expansion beyond endpoint protection into identity, cloud and managed detection and response via its Falcon platform is translating into strong financials. In the first quarter,...
Workday Inc (NASDAQ:WDAY) reported $2.24 billion in revenue last quarter, up 12.6% YoY and 1% above expectations; EBITDA beat consensus, but billings missed materially. Analysts see revenue growth...
Demand for home-improvement products is closely aligned with housing-market fundamentals. Because many homeowners renovate prior to listing a property or soon after purchase, the current stagnation...
Palo Alto Networks (NASDAQ:PANW) is set to report fiscal fourth-quarter results on August 18 after the close, with Bloomberg consensus calling for adjusted EPS of $0.89 on $2.5 billion in revenue;...
Applied Materials (NASDAQ:AMAT), a leader in semiconductor equipment, reported Q2 FY2025 non‑GAAP EPS of $2.39 that beat estimates, while revenue of $7.1B slightly missed. With strong margins,...
Cisco Systems (NASDAQ:CSCO), a global leader in networking and infrastructure, operates worldwide across traditional networking equipment and emerging AI infrastructure; having transitioned to a...
Eli Lilly's (NYSE:LLY) upcoming earnings report will be closely watched as it solidifies its lead in the weight-loss drug market. Lilly’s Zepbound now captures 59% of U.S. prescriptions, surpassing...
AMD (NASDAQ:AMD) has much to prove amid its impressive rally, with the stock already soaring nearly 50% this year. Some analysts argue that it may now be priced for perfection, while technical...
Berkshire Hathaway (NYSE:BRKa)'s Q2 2025 earnings report, scheduled for release on August 2, 2025, will be a key indicator of the company's ability to handle macroeconomic challenges while...