From commerce to culture, software is digitizing every aspect of our lives. The undeniable tailwinds fueling SaaS companies have led to lofty valuation multiples historically,
but rich prices also make re-ratings harder and place a ceiling on returns -
over the past six months, the industry’s 5.3% gain has lagged the S&P 500 by 5.2 percentage points.
The financial markets have recently presented a compelling tapestry of diverging fortunes, highlighting a period where even stellar performance is met with skepticism, while unexpected turnarounds ignite investor enthusiasm. This past week saw high-flying AI chip giant Nvidia (NASDAQ: NVDA) experience a perplexing dip despite reporting blockbuster earnings, while fellow
Amidst a financial landscape characterized by cautious optimism, persistent inflation concerns, and a global economy navigating a projected "soft landing," a select group of individual stocks has recently emerged, not just meeting, but significantly exceeding market expectations. While broader indices have seen a rebound to all-time highs and corporate earnings
According to Fiscal.ai data, the company reported fiscal fourth-quarter revenue of $876.42 million, which exceeded the $837.05 million expected by analysts.
Buy now, pay later company Affirm (NASDAQ:AFRM) announced better-than-expected revenue in Q2 CY2025, with sales up 33% year on year to $876.4 million. Guidance for next quarter’s revenue was better than expected at $870 million at the midpoint, 1.2% above analysts’ estimates. Its GAAP profit of $0.20 per share was 75.9% above analysts’ consensus estimates.
President Donald Trump's executive order, which ends de minimis exemptions, is set to take effect on Friday. This will effectively close the duty-free shipping loophole that allowed small commercial packages worth $800 or less to enter the United States without being subject to taxes or tariffs.
Shopify isn’t just a storefront builder anymore, it has transformed into a full “Retail Operating System” that powers payments, shipping, capital, tax, marketing, and even offline commerce.
Shares of e-commerce platform Shopify (NYSE:SHOP) jumped 3.8% in the afternoon session after the broader market rallied as the Federal Reserve signaled potential interest rate cuts. Technology and growth stocks surged on Friday after Federal Reserve Chair Jerome Powell indicated that interest rates could be cut, a welcome development for investors. The positive market sentiment provided a tailwind for Shopify, which had recently experienced a retreat due to profit-taking after a "blowout" Q2 earnings report drove the stock to a multi-year high earlier in August.
President Donald Trump's executive order ending duty-free de-minimis exemptions for imports is already triggering fallout overseas, with Korea Post announcing that it will be halting all air parcels bound to the U.S. starting August 25.
