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StockOpine’s Newsletter

StockOpine
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PricingFreemiumPublishesTwice weekly
Issues290Founded4 years agoLast Issue5 days ago
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Latest Issues

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 to pivot the company’s trajectory.

PayPal’s Q1 2026 report represents the first look a...

5 days ago
1
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Earnings Unpacked: What Q1 Tells Us About AI Demand, Payments, and the Consumer

Hi All,

Welcome to our brief overview of portfolio news from the past few days.

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Get 25% off for the next few days through our link.

Fortinet

Fortinet delivered an exceptional first-quarter performance for 2026, exceed...

17 days ago
9
2

AWS Acceleration and Custom Silicon Drive Record Margins

Is the Market Mispricing Amazon's Integrated AI Growth?

This was a record-breaking quarter, marked by the highest operating margin in the company’s history and a massive acceleration in AWS growth. Let’s have a look at their Q1 2026 perfor...

20 days ago
11
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Booking Holdings Q1'26: Ignoring the Noise

Q4'25 Earnings Review

Booking Holdings reported its Q1 2026 earnings, delivering another strong quarter that beat expectations and management’s guidance. Despite the beat, the recent conflict in the Middle East impacted room nights booked...

24 days ago
8
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The Infrastructure Toll, The Venmo Pivot, and The $627B Backlog

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The Hyperscaler Flywheel: Cloud, Chips, and Capital

  • Alphabet smashed Wall Street expectations in Q1, reporting a 22% revenue surge to $...
25 days ago
15

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