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Khac Phu Nguyen Telecommunication Services

SoftBank's $100B Chip Play? Marvell Deal Buzz Sends Shockwaves Through AI Investing World

Masayoshi Son quietly explored buying Marvell to fuse it with Arm--investors are now watching what comes next.

Stocks: SOBKY MRVL MSFT

6 days ago

Media - Diversified

TKO Group Holdings Inc (TKO) Q3 2025 Earnings Call Highlights: Strong WWE Growth and Strategic Media Deals Propel Revenue Guidance

Despite challenges in UFC and IMG segments, TKO Group Holdings Inc (TKO) raises full-year guidance, driven by WWE's robust performance and landmark media agreements.

Stocks: TKO

7 days ago

Software

Corpay Inc (CPAY) Q3 2025 Earnings Call Highlights: Strong Revenue and EPS Growth Amid Strategic Optimism

Corpay Inc (CPAY) reports robust Q3 2025 performance with 14% revenue growth and optimistic outlook for future quarters.

Stocks: CPAY

7 days ago

Media - Diversified

AppLovin Corp (APP) Q3 2025 Earnings Call Highlights: AI Innovations Drive Growth Amidst Challenges

AppLovin Corp (APP) reports significant advancements in AI-driven conversion rates and e-commerce growth, while facing onboarding and market expansion hurdles.

Stocks: APP

7 days ago

Capital Markets

Robinhood Markets Inc (HOOD) Q3 2025 Earnings Call Highlights: Record Revenue and Strategic Growth Initiatives

Robinhood Markets Inc (HOOD) reports over 100% revenue growth, significant trading volume increases, and strategic advancements in prediction markets and international expansion.

Stocks: HOOD

7 days ago

Retail - Cyclical

DoorDash Inc (DASH) Q3 2025 Earnings Call Highlights: Strategic Investments and Growth Trajectory

DoorDash Inc (DASH) focuses on tech innovation and new verticals amid challenges in integration and competition.

Stocks: DASH

7 days ago

Software

Paycom Software Inc (PAYC) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic AI Investments

Paycom Software Inc (PAYC) reports robust third-quarter results with significant AI-driven advancements and strategic investments in data centers.

Stocks: PAYC

7 days ago

Software

PTC Inc (PTC) Q4 2025 Earnings Call Highlights: Strong Financial Performance and Strategic Divestitures

PTC Inc (PTC) reports robust growth in ARR and free cash flow, while divesting non-core businesses to focus on its intelligent product life cycle vision.

Stocks: PTC

7 days ago

Software

Fair Isaac Corp (FICO) Q4 2025 Earnings Call Highlights: Strong Growth in Scores Segment and Positive FY26 Outlook

Fair Isaac Corp (FICO) reports a 14% increase in Q4 revenue, driven by a 25% surge in the Scores segment, while providing optimistic guidance for FY26.

Stocks: FICO

7 days ago

Semiconductors

Qualcomm Inc (QCOM) Q4 2025 Earnings Call Highlights: Record Revenues and Strategic Growth in Automotive and IoT

Qualcomm Inc (QCOM) surpasses guidance with $11.3 billion in revenue and unveils significant advancements in automotive and data center markets.

Stocks: QCOM

7 days ago

Software

Fortinet Inc (FTNT) Q3 2025 Earnings Call Highlights: Strong Billings Growth and Record Operating Margin

Fortinet Inc (FTNT) reports robust third-quarter performance with significant growth in billings and a record operating margin, despite some regional challenges.

Stocks: FTNT

7 days ago

Medical Distribution

McKesson Corp (MCK) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Raised Earnings Guidance

McKesson Corp (MCK) reports a 10% revenue increase and raises earnings guidance, despite challenges in the medical surgical solutions segment.

Stocks: MCK

7 days ago

Utilities - Regulated

Sempra (SRE) Q3 2025 Earnings Call Highlights: Strong Adjusted Earnings and Strategic Infrastructure Moves

Sempra (SRE) reports robust adjusted EPS growth and outlines significant capital investments, despite challenges in GAAP earnings and regulatory uncertainties.

Stocks: SRE

Nov 05, 2025

Oil & Gas

Targa Resources Corp (TRGP) Q3 2025 Earnings Call Highlights: Record Volumes and Strategic Growth Initiatives

Targa Resources Corp (TRGP) reports a robust quarter with record adjusted EBITDA and announces a significant dividend increase, despite facing operational challenges.

Stocks: TRGP

Nov 05, 2025

Healthcare Plans

Humana Inc (HUM) Q3 2025 Earnings Call Highlights: Strategic Investments and Operational Improvements Drive Future Growth

Humana Inc (HUM) maintains a strong EPS outlook while focusing on operational efficiencies and strategic acquisitions to enhance growth and service quality.

Stocks: HUM

Nov 05, 2025

Agriculture

The Mosaic Co (MOS) Q3 2025 Earnings Call Highlights: Strong Financial Performance Amid Operational Challenges

The Mosaic Co (MOS) reports a significant rise in net income and EBITDA, while navigating production and market challenges.

Stocks: MOS

Nov 05, 2025

Utilities - Regulated

PPL Corp (PPL) Q3 2025 Earnings Call Highlights: Strong Earnings and Strategic Investments Propel Growth

PPL Corp (PPL) reports robust Q3 earnings and outlines ambitious infrastructure investments to drive future growth.

Stocks: PPL

Nov 05, 2025

Insurance

Diamond Hill Capital's Strategic Moves: A Closer Look at Zoetis Inc.

Stocks: AIG BRK.B ABT CL COF

Nov 05, 2025

Oil & Gas

APA Corp Q3 2025 Earnings: EPS of $0.93 and Revenue of $2,115M Surpass Estimates

APA Corp's Q3 2025 Earnings Beat Expectations Amid Operational Excellence

Stocks: APA

Nov 05, 2025

Restaurants

Market Today: Qualcomm, AMD beat; DoorDash sinks; McDonald's steady

Stocks: SBUX MCD ELF TSLA QCOM

Nov 05, 2025

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