FSEGA Investment Club invites you to a presentation on “Stock Picking between Market Sentiment and Economic Fundamentals” by Angela Filip exploring how market sentiment and economic fundamentals shape investment decisions. Join us on March, 11, at 13:00, in Room 118, to refine your stock selection framework and gain a clearer understanding of how psychology and…
We would like to extend our sincere thanks to Irina Răilean, CFA, Founder of Mosaiq8, for joining us on October, 23 at our first FSEGA Investment Club event of this academic year and for delivering such an engaging and insightful session. Participants had the opportunity to better understand how financial analysts evaluate listed companies, explore…
Are you passionate about finance? Curious about investments, stock exchanges, and the world of portfolio management? Ready to challenge yourself, work in teams, and grow both professionally and personally? Then the FSEGA Investment Club is the place for you! By joining, you’ll gain access to interactive activities, hands-on learning, and the chance to connect with…
Overview FedEx reported stronger first quarter fiscal 2026 results, with revenue up 3% YoY and adjusted EPS up to $3.83. The company benefited from higher U.S. domestic package volumes and yields, cost savings from transformation initiatives, and structural efficiencies. While FedEx Freight revenue declined, the planned spin-off of the segment remains on track for June…
Overview Adobe delivered strong third quarter fiscal 2025 results, with record revenue and robust growth across Digital Media and Digital Experience segments. AI-driven adoption continued to accelerate, with AI-influenced ARR surpassing $5bn and AI-first ARR exceeding its $250m year-end goal ahead of schedule. Management raised its full-year FY2025 revenue and EPS targets, citing strong customer…
Overview Oracle kicked off fiscal year 2026 with a standout first quarter. Revenue rose 12% YoY (11% in constant currency) driven by strong performance in cloud infrastructure and SaaS, while Remaining Performance Obligations (RPO) surged dramatically. Though GAAP metrics were mixed, non-GAAP results reflected solid gains, especially in cloud and recurring revenue as Oracle leans…
Overview Broadcom Inc. reported record results for the third quarter of fiscal 2025, with revenue up 22% year-over-year to $16.0bn. Growth was driven by surging demand for custom AI accelerators, robust networking, and VMware contributions in infrastructure software. Margins expanded significantly, profitability rebounded sharply from last year’s one-off tax charges, and free cash flow reached…
Overview Salesforce reported strong second quarter fiscal 2026 results, exceeding guidance across all metrics. Revenue grew double digits with broad-based strength across subscription and support, while operating margins expanded for the tenth consecutive quarter. The company emphasized accelerating adoption of its Data Cloud and Agentforce AI platform, with ARR surpassing $1.2bn, reflecting rapid enterprise transformation…
Overview Alibaba Group delivered steady results for the quarter ended June 30, 2025 (Q1 FY2026), with revenue rising modestly to $34.6bn (+2% YoY and +10% on a like-for-like basis excluding divested Sun Art and Intime). The company highlighted strong growth in AI-driven Cloud services and resilient e-commerce performance, offset by increased investments in Taobao Instant…
Overview Marvell Technology delivered a standout second quarter in fiscal 2026, with total revenue surging 58% year-over-year, an all-time record. Fueled by strong AI-driven demand for custom silicon and electro-optics, Marvell posted significant earnings growth and improved profitability, even while divesting its Automotive Ethernet business. CEO Matt Murphy highlighted a robust pipeline with over 50…
Overview Dell Technologies delivered record results in the second quarter of fiscal 2026, as revenue surged 19% year-over-year, driven by extraordinary demand for AI servers. The Infrastructure Solutions Group posted its strongest quarter ever, while Client Solutions Group remained stable despite softer consumer demand. With record cash generation and increased shareholder returns, Dell raised its…
Overview Snowflake Inc., the AI-driven data cloud company, delivered a strong second quarter of fiscal 2026, with 32% year-over-year growth in product revenue to $1.09bn. The company also achieved a net revenue retention rate of 125%, expanded its high-value customer base, and increased remaining performance obligations, highlighting robust demand, platform stickiness, and near-term revenue visibility….