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May 2026

Intuit’s Upmarket Pivot: Buying the 20% Sell-Off
This quarter marked a strategic bifurcation for Intuit, characterized by a positive momentum in its high-value segments alongside a massive…
 • StockOpine
From AMD’s 2nm Scale-Up and ASML’s High-NA Launch to Intuit’s Layoffs
Portfolio News #29
 • StockOpine
PayPal Q1'26 Earnings: A Mixed Opening Act
PayPal’s Q1 2026 report represents the first official look at the company under the leadership of President and CEO Enrique Lores, who has moved quickly…
 • StockOpine
Earnings Unpacked: What Q1 Tells Us About AI Demand, Payments, and the Consumer
Unpack the latest Q1 earnings with StockOpine. Discover why AI is driving AMD and Fortinet, and what PayPal's restructuring means for your portfolio.
 • StockOpine
AWS Acceleration and Custom Silicon Drive Record Margins
Is the Market Mispricing Amazon's Integrated AI Growth?
 • StockOpine
Booking Holdings Q1'26: Ignoring the Noise
Q4'25 Earnings Review
 • StockOpine
The Infrastructure Toll, The Venmo Pivot, and The $627B Backlog
Dive into our Q1 2026 earnings breakdown. Alphabet ($GOOGL) smashes EPS, Microsoft ($MSFT) AI revenue surges 123%, and Amazon ($AMZN) wins OpenAI to its…
 • StockOpine

April 2026

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