FMP

FMP

Blogs by Parth Sanghvi

Jun 30, 2025 10:29 AM - Parth Sanghvi

S&P 500 All‑Time High: In‑Depth Sector, Valuation & Macro Analysis

The S&P 500 jumped 3.48% last week, hitting a fresh record and lifting its YTD gain to 5.65%. But raw gains only tell half the story. In this mobile‑first, data‑driven guide, you’ll discover: Which sectors led—and what that implies Valuation gaps begging for attention Key economic releases ...

blog post title

Jun 30, 2025 10:27 AM - Parth Sanghvi

Tesla’s Robotaxi Revolution: William Blair’s Take and What Investors Need to Know

William Blair’s recent upgrade on Tesla (NASDAQ: TSLA) zeroes in on the company’s pivot from pure automaker to an AI‑driven mobility platform, anchored by its nascent robotaxi business. Here’s a data‑backed breakdown of their thesis, valuation model, and risk factors—plus exactly how to tap Financia...

blog post title

Jun 30, 2025 10:25 AM - Parth Sanghvi

Oracle’s Cloud Surge: Pre‑Market Jump, Growth Drivers & What’s Next

Oracle (NYSE: ORCL) stock climbed 7% in pre‑market trading after CEO Safra Catz highlighted a strong start to FY 2026, led by 100%+ MultiCloud database growth and a landmark $30 billion cloud agreement for FY 2028. Here’s what investors need to unpack—and how to pull live data yourself. What’s Be...

blog post title

Jun 30, 2025 10:24 AM - Parth Sanghvi

Will Inflation Catch Up with Tariffs? What Investors Aren’t Seeing Yet

The Lagging Impact of Trade Wars on U.S. Inflation Despite aggressive trade policies introduced during President Trump’s term, recent U.S. inflation data appears largely stable. But according to Morgan Stanley, the effects of these tariffs are only now beginning to filter through—and may soon res...

blog post title

Jun 30, 2025 10:23 AM - Parth Sanghvi

Apple Q3 Earnings Preview: Unpacking Risks, Demand Dynamics & What Investors Should Watch

MoffettNathanson cautions that Apple’s fiscal Q3 report “will be unusually difficult to make sense of.” Between front‑loaded iPhone demand, services‑revenue unknowns and AI strategy questions, here’s an in‑depth look at the key drivers—and how to automate your analysis. Pull‑Forward Demand vs. AS...

blog post title

Jun 30, 2025 10:21 AM - Parth Sanghvi

Market Preview: Jobs Report, Tesla Deliveries, and Senate Bill Dominate a Short Trading Week

Why This Week’s Headlines Could Reshape Market Sentiment With U.S. markets facing a shortened week due to the July 4th holiday, investor focus is expected to concentrate around four major catalysts: the Senate’s tax-and-spending bill debate, the June nonfarm payrolls report, Tesla’s Q2 delivery f...

blog post title

Jun 30, 2025 10:20 AM - Parth Sanghvi

Google’s Fusion Energy Bet: Why Its 200 MW Offtake from CFS Signals a Paradigm Shift

A New Era of Corporate Energy Strategy In a move that could redefine the intersection of climate tech and corporate energy procurement, Google (NASDAQ:GOOGL) has signed the largest direct corporate offtake agreement for fusion energy with Commonwealth Fusion Systems (CFS). The deal marks a milest...

blog post title

Jun 30, 2025 10:20 AM - Parth Sanghvi

Palantir Stock Rebounds After FTSE Russell Selloff: What’s Driving the Bounce?

Understanding the 11% Drop and 5% Recovery in PLTR Shares Palantir Technologies Inc. (NASDAQ:PLTR) jumped 5% in pre-market trading Monday, rebounding from a steep 11% decline during Friday’s FTSE Russell index rebalancing. The data analytics firm, known for its defense contracts and expanding art...

blog post title

Jun 30, 2025 10:19 AM - Parth Sanghvi

Fitch Upgrades Boeing’s Outlook to Stable: What It Means for Investors

Boeing’s Post-Strike Recovery Wins a Vote of Confidence In a significant vote of confidence, Fitch Ratings revised its outlook on Boeing Co. (NYSE:BA) from ‘negative’ to ‘stable’, citing improved financial flexibility, asset sales, and momentum in aircraft production post-strike. The upgrade main...

blog post title

Jun 30, 2025 10:18 AM - Parth Sanghvi

Exxon Mobil Loses Supreme Court Appeal Over $14.25M Environmental Penalty

Legal Overhang Persists as U.S. Supreme Court Declines to Review Case Exxon Mobil Corp. (NYSE:XOM) suffered a legal blow Monday as the U.S. Supreme Court declined to hear the oil giant’s appeal over a $14.25 million civil penalty tied to air pollution at its Baytown, Texas, facility—the largest i...

blog post title