Briefing

Markets can be brutally unsentimental, especially when expectations are sky-high. Both American Express and Netflix delivered strong second-quarter reports, exceeding Wall Street forecasts and offering signs of healthy underlying performance. But investors were not impressed. Instead of rewarding the results with gains, they pulled back. American Express shares fell sharply, … [Read more...] about Why American Express and Netflix Shares Fell Despite Strong Earnings

Circle’s shares fell sharply today, even as President Donald Trump signed the long-awaited GENIUS Act into law—landmark legislation that finally establishes a regulatory framework for stablecoins in the United States. On the surface, this should have been a triumphant moment for Circle Internet Financial, the issuer of USD Coin (USDC), the second-largest stablecoin by market … [Read more...] about Circle Shares Slip Despite Trump Signing Crypto Law: A Case of Buy-the-Rumor, Sell-the-News?

American Express delivered what can reasonably be considered a strong earnings report for the second quarter of 2025, marked by a record high in quarterly revenue and resilient consumer spending trends. While headline EPS ticked down slightly by 2% to $4.08 from $4.15 a year earlier, that number is somewhat misleading without context. The prior year's quarter included a $0.66 … [Read more...] about American Express Posts Solid Q2 2025: Revenue Record and Underlying Earnings Growth Show Strength Despite Headline EPS Dip

Atlassian (NASDAQ: TEAM) is a compelling third option when evaluating enterprise software stocks like Salesforce (CRM) and ServiceNow (NOW). While smaller in scale, Atlassian occupies a powerful niche: it provides collaboration and project management tools deeply embedded in software development, DevOps, and agile workflows. Products like Jira, Confluence, and Trello are widely … [Read more...] about How Atlassian Compares to Salesforce and ServiceNow: Agile Growth with Distinctive Risk

Netflix has once again proven its resilience and strategic clarity with a powerful second quarter in 2025. The company posted revenue of $11.08 billion, up 16% from the same quarter a year ago, and net income of $3.1 billion—marking a remarkable 46% year-over-year increase. Diluted earnings per share climbed to $7.19, exceeding analyst expectations and reflecting the sharp … [Read more...] about Netflix’s Q2 2025: Blockbuster Performance Meets Lofty Valuation