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NOW Q2 2026: filings, holdings, and macro context

ISRG Q2 2026: filings, holdings, and macro context

MMM Q2 2026: filings, holdings, and macro context

NVDA Q1 2026: filings, holdings, and macro context

AliExpress fined €550m by EU in record DSA penalty

The European Commission has fined AliExpress €550 million ($629 million) for failing to prevent the sale of illegal, unsafe and counterfeit products, the largest penalty issued under the Digital Services Act to date.

IBM Q2 2026 update — filings and holdings

META Q2 2026 update — filings and holdings

PLTR Q2 2026 update — filings and holdings

AMD Q2 2026 update — filings and holdings

MSFT Q3 2026: filings, holdings, and macro context

AAPL Q2 2026: filings, holdings, and macro context

GOOGL Q2 2026: filings, holdings, and macro context

CRM Q1 2026 update — filings and holdings

ADBE Q2 2026 update — filings and holdings

INTC Q2 2026: filings, holdings, and macro context

NFLX Q2 2026: filings, holdings, and macro context

ORCL 2026: filings, holdings, and macro context

AVGO Q3 2026: filings, holdings, and macro context

TSLA Q2 2026 update — filings and holdings

AMZN Q2 2026 update — filings and holdings