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Undercovered Deep Insights Semiconductors Marvell Stock Tumbles After AI Hype Fades
Guidance cut shows bumpier road ahead for big data center bets Aug 29, 2025
Nauman khan Capital Markets Bitcoin Miner IREN Soars on Q4 EBITDA Beat, Nvidia-Powered AI Cloud Ahead
IREN Stock Climbs After Earnings Beat: $1B Mining and AI Cloud Expansion Ahead Aug 29, 2025
Nauman khan Retail - Cyclical Alibaba Stock Jumps on Strong EPS, Cloud Momentum and $815M Buyback
Alibaba's Cloud Intelligence Fuels Gains Even as Revenue Misses Expectations Aug 29, 2025
Nauman khan Semiconductors Ambarella Stock Climbs 20% After Q2 Beat and Bullish Edge-AI Guidance
Ambarella Pops on Q2 Win -- Investors Cheer Edge Video and Drone Strength Aug 29, 2025
Nauman khan Semiconductors Nvidia, Intel in Focus: Blackwell-China Talks and $5.7B U.S. Deal Reshape Chips
Blackwell-China Talks Stoke Debate Over Tech Exports and U.S. Strategy Aug 29, 2025
Nauman khan Retail - Cyclical Ulta Beauty Stock Climbs After Q2 EPS Crushes Estimates and Guidance Jumps
Ulta Stock Rallies After Gross Margin Widens 90 bps to 39.2% Aug 29, 2025
Nauman khan Hardware Super Micro Stock Falls Again After SEC Flags Control Weakness
Super Micro Shares Under Pressure: Q4 Miss, SEC Filing, and $7B Guidance Hit Aug 29, 2025
Retail - Cyclical
First Look: Alibaba (BABA) Misses Earnings, Marvell (MRVL) Targets AI Growth
Aug 29, 2025
Nauman khan Semiconductors Marvell Stock Tumbles After Missing Q2 Estimate -- Time to Buy the Dip?
Marvell Misses Revenue Mark; Shares Slide After Q2 Guidance Falls Short Aug 29, 2025
Nauman khan Hardware Dell Beats on Top and Bottom Lines-- Here is Why the Stock Falls?
Dell Shares Sink on Weaker Margins, AI Server Backlog Drops to $11.7B Aug 29, 2025
Software
Autodesk Inc (ADSK) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Raised Guidance Amid Strategic Progress
Autodesk Inc (ADSK) reports robust second-quarter results with increased revenue, billings, and free cash flow guidance, while navigating macroeconomic uncertainties. Aug 29, 2025
Retail - Cyclical
Ulta Beauty Inc (ULTA) Q2 2025 Earnings Call Highlights: Strong Sales Growth and Strategic Expansion Amid Challenges
Ulta Beauty Inc (ULTA) reports a 9.3% increase in net sales and a 6.7% rise in comparable sales, while navigating macroeconomic uncertainties and strategic investments. Aug 29, 2025
Hardware
Dell Technologies Inc (DELL) Q2 2026 Earnings Call Highlights: Record Revenue and AI Server Surge
Dell Technologies Inc (DELL) reports a 19% revenue increase and strong AI server demand, despite challenges in storage and consumer segments. Aug 29, 2025
Consumer Packaged Goods
Hormel Foods Corp (HRL) Q3 2025 Earnings Call Highlights: Strong Sales Growth Amid Margin Pressures
Hormel Foods Corp (HRL) reports a 6% increase in organic net sales, but faces challenges with rising commodity costs impacting profitability. Aug 29, 2025
Retail - Defensive
Dollar General Corp (DG) Q2 2025 Earnings Call Highlights: Strong Sales Growth and Digital Expansion
Dollar General Corp (DG) reports a 5.1% increase in net sales and significant digital sales growth, while navigating challenges in consumer spending and operational costs. Aug 29, 2025
Retail - Cyclical
Best Buy Co Inc (BBY) Q2 2026 Earnings Call Highlights: Strong Sales Growth Amid Strategic Challenges
Best Buy Co Inc (BBY) reports robust revenue and comparable sales growth, driven by technology innovation and omnichannel strategies, while navigating product mix challenges and restructuring costs. Aug 29, 2025
Retail - Cyclical
Ulta Beauty Inc (ULTA) Q2 Earnings: EPS of $5.78 Beats Estimate, Revenue Surpasses Expectations at $2.8 Billion
Ulta Beauty's Q2 2025 Results Exceed Analyst Expectations Aug 28, 2025
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