Jon Fortt
@jonfortt

Creator, Fortt Knox.

 In your area
fortt.com
Joined March 2009
1,912 Photos and videos
Costco $COST reported a top-and-bottom-line beat as expected. On the bottom line, 15 cents of the beat was from a one-time tariff refund, which management said would be partly reinvested in member value.
1
4
1,313
Costco $COST reports today after the bell. Here's what's expected and guided:
1
1
9
1,207
As $AMD touches a $1 trillion market cap, a look at the revenue trajectory that helped it get there, compared to $INTC, the rival that used to keep a boot on its neck.
1
1
6
1,266
Looking ahead to $QCOM Snapdragon Summit this week in Maui, here's how #Qualcomm's business beyond the handset has been shaping up over the past few years. I expect to hear more about how the company will approach AI from both the edge and the cloud.
1
1,131
Today's August retail sales report came in stronger than expected (+1.2% m/m, +6.0% y/y), control group nearly 4x consensus, with the prior month's dip revised shallower. Arguably makes it harder for the Fed to do nothing.
4
1,154
Y2(.026)K, AI Edition.
1
1
5
1,474
Today's inflation reading: Core CPI is running +2.4% YoY, above the Fed's 2% target. Energy contributed +0.15 pp, about 45% of the month's upward price pressure.
1
5
979
From this morning's August wholesale inflation read: Month-over-month, PPI final demand was up .4%, in line with expectations. Goods drove it, and energy (Iran war) drove goods. With Brent above $101 and WTI near $96, that story continues.
2
1,089
The August jobs report is strong, with 162K jobs added vs. 53K consensus and the prior two months revised 55K higher. But that doesn't mean there's a lot of movement.
4
1,043
Strange, but true: In 2017, I did a rare dual Fortt Knox interview with Bruce Chizen and @achakravarthy12, who were then the exec chair and CEO of Informatica. Bruce was the last CEO of $ADBE before Shantanu Narayen. Today we learned Anil will be Adobe's next CEO.
2
6
2,022
Zscaler $ZS reports today after the bell. Here's what's expected and guided:
1
4
1,268
Palo Alto Networks $PANW reported a top-and-bottom beat and a guide above the street. FY2026 adjusted FCF margin of 38.4% better than feared on CyberArk integration.
5
1,370
Netscope $NTSK reports Wednesday after the bell. Here's what's expected and guided:
1
7
1,506
A different look at $DELL's AI surge: You can see how AI has ramped since #dell started breaking it out. Note GAAP free cash flow has been choppy; in FY2023, a PC demand collapse drove it; in 2025, an AI demand surge. In FY2027, memory costs.
8
1,422
Dell initially clawed back the regular session's losses after posting a beat-and-raise quarter, boosting its full-year revenue outlook by $25B. If investors quibble with anything: GAAP free cash flow fell short; $DELL must spend to build those high-demand AI servers.
7
1,174
Today's July Job Openings and Labor Turnover Survey shows a low-hire, low-fire U.S. labor market. Job openings revised down by 177K to 7.2M.
4
1,052
August Manufacturing PMI is out. 54.6 is a slight miss vs. 55.2 consensus, but still expansionary. And inventories remain low with prices high.
3
851
Palo Alto Networks $PANW reports today after the bell. Here's what's expected and guided:
5
1,114
A view of the operating discipline of the $AAPL CEO Tim Cook era: operating cash flow, free cash flow, and the difference (capex) over 15 years (current fiscal year not finished):
2
4
1,353
Load more