Brett Maas | Brett Maas

Hello world! I’m Brett Maas and welcome to one of my blogs

I love investor relations but I also love connecting with people in the investor relations community.

Databricks sales growth tops 80%, but margin are shrinking from swarm of AI agents June 16, 2026
Databricks is seeing higher growth as AI agents assist with data analysis, but all that activity is significantly increasing costs.
Oracle shares tumble 11% on increased capital raise, cash concerns June 12, 2026
Oracle beat on earnings and revenue, but negative free cash flow and the company's plan to raise more capital is weighing on the stock.
Jewelry giant Chow Tai Fook's shares rise 15% as higher gold price boosts profits June 12, 2026
Chow Tai Fook surged after posting a record high profit in its latest financial year.
Oracle beats on earnings, but stock drops on plans to raise another $20 billion June 11, 2026
Oracle topped quarterly expectations, but free cash flow is negative, and the company plans to raise more capital for data center projects.
Mythos rejuvenated the cybersecurity sector. Earnings put the recent rally to the test June 5, 2026
Mythos gave the cybersecurity sector a boost, but upbeat earnings weren't enough for investors in search of an AI payoff.
Lululemon cuts annual outlook, citing 'negative' media commentary and disappointing product launches June 4, 2026
Lululemon is expecting its situation to get a lot worse before it gets better, as it issued weak guidance for the full year.
Why we're raising our price target on Broadcom despite its post-earnings sell-off June 4, 2026
Broadcom's AI business will continue to shine and outpace the conservative forecast.
CrowdStrike is a buy, just not yet. Here's why June 4, 2026
On top of the beat-and-raise, CrowdStrike announced a 4-for-1 stock split. But short-term thinkers sold the stock.
CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 10% June 3, 2026
CrowdStrike shares have rallied nearly 60% this year on skyrocketing demand for cybersecurity in the age of advanced artificial intelligence.
We're upping our Palo Alto price target after strong earnings vanquish AI disruption fears June 2, 2026
The business momentum is clear here, validating the stock's dramatic comeback to fresh highs.