The Weekly Update – Invest Informatics
EVERY SUNDAY · AFTER THE WEEK’S CLOSE

Your universe moved this week. Here is exactly how.

The Bull and Bear cases on the companies you follow decay between earnings. Once a week we regenerate them from desk state, across a 192 company universe. Both sides of every story, every figure traced to a primary source, and never a recommendation.

Go straight to this week’s update
ADBEPROFILE UPDATED ADI+ BULL STRENGTHENED ADIPROFILE UPDATED AMAT+ BULL STRENGTHENED AMATPROFILE UPDATED AMZNPROFILE UPDATED ASMLPROFILE UPDATED AVGOPROFILE UPDATED AXPPROFILE UPDATED AZN.LPROFILE UPDATED BACPROFILE UPDATED BKPROFILE UPDATED BLKPROFILE UPDATED CPROFILE UPDATED COSTPROFILE UPDATED CRMPROFILE UPDATED CVXINTACT DALPROFILE UPDATED DELLPROFILE UPDATED DPZPROFILE UPDATED GILDPROFILE UPDATED GSPROFILE UPDATED GSK.LINTACT GSK.LPROFILE UPDATED HDINTACT HDPROFILE UPDATED HPEPROFILE UPDATED HSBA.LPROFILE UPDATED INTCINTACT JNJPROFILE UPDATED JPMPROFILE UPDATED LOWINTACT LOWPROFILE UPDATED METAINTACT METAPROFILE UPDATED MRK+ BULL STRENGTHENED MRKPROFILE UPDATED MRVL+ BULL STRENGTHENED MRVLPROFILE UPDATED MSPROFILE UPDATED MTBPROFILE UPDATED MUINTACT NKEPROFILE UPDATED NTRSPROFILE UPDATED NVDAINTACT NVDAPROFILE UPDATED ORCLINTACT ORCLPROFILE UPDATED PEPPROFILE UPDATED RY.TOINTACT RY.TOPROFILE UPDATED SDR.LINTACT SDR.LPROFILE UPDATED SNDKINTACT SPCXINTACT STTPROFILE UPDATED TGT+ BULL STRENGTHENED TGTPROFILE UPDATED TJXINTACT TJXPROFILE UPDATED TRGPINTACT TRGPPROFILE UPDATED UBERINTACT USBPROFILE UPDATED WBDINTACT WBDPROFILE UPDATED WDCINTACT WFCPROFILE UPDATED WMTINTACT WMTPROFILE UPDATED XOMINTACT READ THIS WEEK'S UPDATE ADBEPROFILE UPDATED ADI+ BULL STRENGTHENED ADIPROFILE UPDATED AMAT+ BULL STRENGTHENED AMATPROFILE UPDATED AMZNPROFILE UPDATED ASMLPROFILE UPDATED AVGOPROFILE UPDATED AXPPROFILE UPDATED AZN.LPROFILE UPDATED BACPROFILE UPDATED BKPROFILE UPDATED BLKPROFILE UPDATED CPROFILE UPDATED COSTPROFILE UPDATED CRMPROFILE UPDATED CVXINTACT DALPROFILE UPDATED DELLPROFILE UPDATED DPZPROFILE UPDATED GILDPROFILE UPDATED GSPROFILE UPDATED GSK.LINTACT GSK.LPROFILE UPDATED HDINTACT HDPROFILE UPDATED HPEPROFILE UPDATED HSBA.LPROFILE UPDATED INTCINTACT JNJPROFILE UPDATED JPMPROFILE UPDATED LOWINTACT LOWPROFILE UPDATED METAINTACT METAPROFILE UPDATED MRK+ BULL STRENGTHENED MRKPROFILE UPDATED MRVL+ BULL STRENGTHENED MRVLPROFILE UPDATED MSPROFILE UPDATED MTBPROFILE UPDATED MUINTACT NKEPROFILE UPDATED NTRSPROFILE UPDATED NVDAINTACT NVDAPROFILE UPDATED ORCLINTACT ORCLPROFILE UPDATED PEPPROFILE UPDATED RY.TOINTACT RY.TOPROFILE UPDATED SDR.LINTACT SDR.LPROFILE UPDATED SNDKINTACT SPCXINTACT STTPROFILE UPDATED TGT+ BULL STRENGTHENED TGTPROFILE UPDATED TJXINTACT TJXPROFILE UPDATED TRGPINTACT TRGPPROFILE UPDATED UBERINTACT USBPROFILE UPDATED WBDINTACT WBDPROFILE UPDATED WDCINTACT WFCPROFILE UPDATED WMTINTACT WMTPROFILE UPDATED XOMINTACT READ THIS WEEK'S UPDATE ADBEPROFILE UPDATED ADI+ BULL STRENGTHENED ADIPROFILE UPDATED AMAT+ BULL STRENGTHENED AMATPROFILE UPDATED AMZNPROFILE UPDATED ASMLPROFILE UPDATED AVGOPROFILE UPDATED AXPPROFILE UPDATED AZN.LPROFILE UPDATED BACPROFILE UPDATED BKPROFILE UPDATED BLKPROFILE UPDATED CPROFILE UPDATED COSTPROFILE UPDATED CRMPROFILE UPDATED CVXINTACT DALPROFILE UPDATED DELLPROFILE UPDATED DPZPROFILE UPDATED GILDPROFILE UPDATED GSPROFILE UPDATED GSK.LINTACT GSK.LPROFILE UPDATED HDINTACT HDPROFILE UPDATED HPEPROFILE UPDATED HSBA.LPROFILE UPDATED INTCINTACT JNJPROFILE UPDATED JPMPROFILE UPDATED LOWINTACT LOWPROFILE UPDATED METAINTACT METAPROFILE UPDATED MRK+ BULL STRENGTHENED MRKPROFILE UPDATED MRVL+ BULL STRENGTHENED MRVLPROFILE UPDATED MSPROFILE UPDATED MTBPROFILE UPDATED MUINTACT NKEPROFILE UPDATED NTRSPROFILE UPDATED NVDAINTACT NVDAPROFILE UPDATED ORCLINTACT ORCLPROFILE UPDATED PEPPROFILE UPDATED RY.TOINTACT RY.TOPROFILE UPDATED SDR.LINTACT SDR.LPROFILE UPDATED SNDKINTACT SPCXINTACT STTPROFILE UPDATED TGT+ BULL STRENGTHENED TGTPROFILE UPDATED TJXINTACT TJXPROFILE UPDATED TRGPINTACT TRGPPROFILE UPDATED UBERINTACT USBPROFILE UPDATED WBDINTACT WBDPROFILE UPDATED WDCINTACT WFCPROFILE UPDATED WMTINTACT WMTPROFILE UPDATED XOMINTACT READ THIS WEEK'S UPDATE
THE WEEK IN NUMBERS · FORTNIGHT TO 30 AUG 2026
GENERATED SUN 30 AUG · NEXT ISSUE SUN 06 SEP
NAMES MOVED
59
ASSESSMENTS CHANGED
25
WATCH ITEMS SCORED
5
UNIVERSE
192companies
WHAT MOVED THIS WEEK
+ BULL SIDE
ADI Analog Devices, Inc.
+ BULL STRENGTHENED
AMAT Applied Materials, Inc.
+ BULL STRENGTHENED
MRK Merck & Co.
+ BULL STRENGTHENED
MRVL Marvell Technology, Inc.
+ BULL STRENGTHENED
TGT Target Corporation
+ BULL STRENGTHENED
– BEAR SIDE
CVX Chevron Corporation
INTACT
GSK.L GSK plc
INTACT
HD The Home Depot, Inc.
INTACT
INTC Intel Corporation
INTACT
LOW Lowe's Companies, Inc.
INTACT
META Meta Platforms, Inc.
INTACT
MU Micron Technology, Inc.
INTACT
NVDA NVIDIA Corporation
INTACT
ORCL Oracle Corporation
INTACT
RY.TO Royal Bank of Canada
INTACT
SDR.L Schroders plc
INTACT
SNDK Sandisk Corporation
INTACT
SPCX Space Exploration Technologies Corp.
INTACT
TJX The TJX Companies, Inc.
INTACT
TRGP Targa Resources Corp.
INTACT
UBER Uber Technologies, Inc.
INTACT
WBD Warner Bros. Discovery, Inc.
INTACT
WDC Western Digital Corporation
INTACT
WMT Walmart Inc.
INTACT
XOM ExxonMobil Holdings Corporation
INTACT
HOW WE SCORE OURSELVES
VERIFIEDCRM Q2 FY27 results. Subscription and support revenue rose 12% to USD 10.82B, non-GAAP operating margin printed 34.1% with the 34.3% full-year guide maintained, the FY27 revenue guide was raised USD 200M to USD 46.1-46.4B and Agentforce and Data 360 ARR reached nearly USD 3.9B; the good branch carried, though revenue excluding Informatica's USD 456M grew about 6% (derived) against roughly 9% a quarter earlier.
VERIFIEDHD Q2 FY26 results. Results exceeded the company's own expectations per the CFO, comps positive, FY26 guidance reaffirmed, interim office of the CEO in place – the good branch.
VERIFIEDMRVL Q2 FY27 results. Revenue of $2.7393B beat the guided $2.700B mid-point by $39.0M, data center accelerated to +46% YoY and 79% of mix, and Q3 was guided to $3.150B with the FY27 and FY28 outlook raised again; management named a significant acceleration in Custom from H2 FY27.
VERIFIEDNVDA Q2 FY27 results. Revenue of $96,221M cleared the $91.0B guide by 5.7 pct with China data-centre compute still excluded, and equity-securities gains of $7,771M were about 11 pct of pre-tax income rather than dominating it.
SPLITRY.TO Q3 2026 results. The good branch scored on the market-sensitive segments: Wealth Management net income rose 32 pct and Capital Markets 16 pct, both on record segment revenue, and trading revenue rose 58 pct on the quarter. The bad branch scored on credit: total PCL rose 14 pct to $1,000M, provisions on impaired loans 7 pct to $979M and 9 pct on the quarter, and gross impaired loans reached 0.91 pct of loans from 0.85 pct a year ago.
INSIDE EVERY ISSUE
01
The Week Ahead
The catalysts on your horizon before they happen: company events from the desk calendar, plus the few economic prints that actually move markets.
02
Triggered Company Updates
Bull and Bear re-tested against the week, every point graded by the evidence behind it, every ticker linking to its full profile page. No catalyst, no card.
03
Market Watch
The shocks that touch the whole universe, and which side of each name’s ledger they land on.
04
Threads Resolved
Every watch item we set is scored in the open when it lands, wins and losses alike, with the date it was set and the date it scored.
05
Unverified
The claims in circulation, stated with their source, their evidential weight, and exactly what would settle them.
FROM THIS WEEK’S ISSUE
MEMBERS ONLY
The what is free. The why is inside.
Every assessment above has a catalyst, a stated size, and a named checkpoint behind it.
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Invest Informatics, independent, educational equity research. Nothing on this page or in the Weekly Update is financial advice, a personal recommendation, or an offer or solicitation to buy, sell or hold any security. We present the facts of each event, including both supporting and opposing considerations, so that you can reach your own informed judgement. All figures are checked against primary sources at the time of writing; markets move and information can date. Capital is at risk. If you are unsure, seek advice from a suitably qualified, regulated adviser.