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This week's stock shocks as of 28 August, 2026
Four earnings reports paid for the whole week. Warsh speaks Friday.
Aug 28
•
Krish
11
CrowdStrike (CRWD): The pooled budget behind a 51% jump in new business
Record net new ARR of $333 million beat the previous record by $2 million. What Falcon Flex actually is, and what the second-half guidance quietly…
Aug 27
•
Krish
17
AI stopped paying for itself in cash. The bill is arriving in the bond market
Amazon, Alphabet, Meta and Oracle have sold 194 billion dollars of bonds this year. That supply lands in the same market that sets the discount rate on…
Aug 26
•
Krish
13
1
Moderna doubled in a day. Your biotech ETF barely moved
The first Phase 3 win for an mRNA cancer vaccine sent one stock up 144%. How much of that reaches you depends entirely on how your fund is weighted.
Aug 25
•
Krish
8
Nvidia is compounding at 85% and trading like a cyclical
Revenue grew 85%, the shares grew 20%, and the multiple now sits a third below its five-year average. What Wednesday's print actually has to prove.
Aug 24
•
Krish
16
#FinancialPlanning
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Balanced and income ETFs: Navigating Fed uncertainty
2025 has brought heightened anxiety and opportunity to investors, thanks to the persistent uncertainty surrounding the Federal Reserve’s interest rate…
Aug 12, 2025
•
Mythili
21
What does ‘minimal margin of safety’ mean for investors now?
In 2025, as U.S.
Jul 9, 2025
•
Mythili
6
Equal-weight and small-cap ETFs: Reducing concentration risk
The landscape of equity investing in 2025 is marked by a renewed focus on diversification and risk management.
Jul 8, 2025
•
Mythili
36
Tactical Asset Allocation (TAA): Balancing risk and reward in changing markets
In the ever-shifting world of investing, sticking to a single, unchanging strategy can leave your portfolio exposed to sudden market shocks and missed…
Apr 30, 2025
•
Mythili
8
Tax-efficient ETFs: Designed for minimizing tax liabilities while maximizing returns
In the complex world of investing, one thing every investor wants is to keep more of their hard-earned money.
Apr 22, 2025
•
Mythili
8
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This week's stock shocks as of 21st August, 2026
The 30-year yield hit a 19-year high and the most crowded trade in semiconductors broke first. Plus the first Phase 3 win for an mRNA cancer vaccine.
Aug 21
•
Krish
17
Target (TGT): The advertising engine hiding behind a $994 million tariff refund
A one-off customs windfall doubled reported profit. The business growing four times faster than the shelves got almost no attention.
Aug 20
•
Krish
18
The Strait of Hormuz is now setting the multiple on your US tech stocks
Oil, the term premium and the discount rate: how a blocked shipping lane repriced the Nasdaq in five trading days, and why an Indian portfolio is…
Aug 19
•
Krish
18
1
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