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Undercovered Deep Insights Software

Nvidia, Snowflake Fuel Reka AI's Leap

Strategic partners back the LLM builder as it preps tighter cloud integrations and new models

Stocks: SNOW NVDA GOOG META

16 hours ago

Undercovered Deep Insights

Carrots Over Controls: Trump's Bold Push for AI Dominance

A 20‑page roadmap targets infrastructure, innovation and exports to propel U.S. ahead in the global AI race

Stocks: QQQ SPY

16 hours ago

Undercovered Deep Insights

Banks Jump into AI Earlier Than Expected

Sam Altman urges firms to tame fraud risks and embrace new tools together

Stocks: QQQ SPY

16 hours ago

Nauman khan Semiconductors

Texas Instruments Stock Nosedives After Shock Earnings Outlook

TXN Shares Slammed on Guidance Miss Despite Revenue Surprise

Stocks: TXN

1 day ago

Faizan Farooque Vehicles & Parts

Tesla Draws Optimism From JPMorgan on Robotaxi Debut

JPMorgan raises confidence in robotaxi product

Stocks: TSLA

1 day ago

Undercovered Deep Insights Retail - Cyclical

Amazon's Shanghai AI Lab Closure Raises Flags

Export rules and geopolitics drive R&D shift

Stocks: AMZN MSFT

1 day ago

Nauman khan Semiconductors

ENPH: Enphase Energy Shares Sink After Q3 Guidance Falls Short

Enphase Warns on Revenue, Flags Tariff Risks -- Stock Nosedives

Stocks: ENPH

1 day ago

Undercovered Deep Insights Vehicles & Parts

Nio Rallies on Onvo L90 Buzz

Deliveries start August 1 after hot pre‑sales

Stocks: NIO

1 day ago

Undercovered Deep Insights Semiconductors

Enphase Slides on Weak Guidance, Tariffs

Battery shipments drive revised Q3 outlook

Stocks: ENPH

1 day ago

Nauman khan Vehicles & Parts

Lucid Group Soars After Tesla Supercharger Deal and Model Upgrades

Lucid Climbs on Charging Breakthrough, Model Enhancements Unveiled

Stocks: LCID TSLA UBER

1 day ago

Industrial Products

Otis Worldwide Corp (OTIS) Q2 2025 Earnings: EPS Surpasses Estimates at $0.99, Revenue Slightly Misses at $3.6 Billion

Service Segment Drives Growth Amidst New Equipment Challenges

Stocks: OTIS

1 day ago

Semiconductors

Enphase Energy Inc (ENPH) Q2 2025 Earnings Call Highlights: Strong Revenue and Strategic Expansions Amid Market Challenges

Enphase Energy Inc (ENPH) reports robust financial performance with significant product shipments and strategic initiatives, despite facing market headwinds and tariff impacts.

Stocks: ENPH

1 day ago

Real Estate

CoStar Group Inc (CSGP) Q2 2025 Earnings Call Highlights: Record Revenue Growth and Strategic Advancements

CoStar Group Inc (CSGP) reports a robust 15% revenue increase and a significant 108% rise in adjusted EBITDA, showcasing strong performance across its platforms.

Stocks: CSGP

1 day ago

Medical Devices & Instruments

Intuitive Surgical Inc (ISRG) Q2 2025 Earnings Call Highlights: Robust Revenue Growth and Strategic Challenges

Intuitive Surgical Inc (ISRG) reports a 21% revenue increase, driven by strong da Vinci system placements, amidst macroeconomic challenges and competitive pressures.

Stocks: ISRG

1 day ago

REITs

Alexandria Real Estate Equities Inc (ARE) Q2 2025 Earnings Call Highlights: Resilience Amid Market Challenges

Despite occupancy pressures and macroeconomic headwinds, Alexandria Real Estate Equities Inc (ARE) showcases strong leasing activity and maintains robust liquidity.

Stocks: ARE

1 day ago

Credit Services

Capital One Financial Corp (COF) Q2 2025 Earnings Call Highlights: Navigating Discover Acquisition and Revenue Growth

Capital One Financial Corp (COF) reports a significant revenue increase and strategic integration of Discover, despite a net loss due to acquisition costs.

Stocks: COF

1 day ago

Farm & Heavy Construction Machinery

PACCAR Inc (PCAR) Q2 2025 Earnings Call Highlights: Record Parts Revenue and Strategic Investments Amid Market Challenges

PACCAR Inc (PCAR) reports robust financial performance with record parts revenue and strategic investments, while navigating economic uncertainties and tariff impacts.

Stocks: PCAR

1 day ago

Semiconductors

Texas Instruments Inc (TXN) Q2 2025 Earnings Call Highlights: Strong Revenue Growth Amid Market Challenges

Texas Instruments Inc (TXN) reports a robust 16% year-over-year revenue increase, driven by significant gains in analog and embedded processing segments, despite ongoing geopolitical uncertainties.

Stocks: TXN

1 day ago

Aerospace & Defense

Lockheed Martin Corp (LMT) Q2 2025 Earnings Call Highlights: Navigating Challenges with Strategic Resilience

Despite significant charges and tax uncertainties, Lockheed Martin Corp (LMT) reaffirms its sales guidance and showcases strong shareholder returns and operational efficiency.

Stocks: LMT

1 day ago

Chemicals

Sherwin-Williams Co (SHW) Q2 2025 Earnings Call Highlights: Strategic Growth Amidst Market Challenges

Sherwin-Williams Co (SHW) reports robust gross margin expansion and aggressive growth initiatives despite facing demand headwinds and supply chain inefficiencies.

Stocks: SHW

1 day ago

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