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okparaelijah02 Retail - Cyclical Evaluating Jumia: Africa's E-commerce Leader or Investment Risk?
Is Jumia really worth your money? Aug 05, 2025 ★★★★★
Faizan Farooque Semiconductors Nvidia (NVDA) Gets Wall Street Boost on Strong Q1 Results and Upbeat Guidance
Revenue rose 69% year over year to $44.06 billion, beating the $43.34 billion forecast. May 30, 2025
Faizan Farooque Semiconductors Nvidia (NVDA) Faces China Setback, Leans on Cloud and AI Demand
Nvidia lost $2.5B in Q1 due to China chip bans, with another $8B at risk. May 30, 2025
Nauman khan Software Microsoft Secures Massive Copilot Deal, Barclays Bets Big on AI Surge
Microsoft Scores Major AI Win as Barclays Boosts Productivity May 30, 2025
Nauman khan Hardware Dell Shares Climb After Raising Profit Outlook on AI Boom
Dell's AI Push Ignites 2% Pre-Market Stock Jump--Backlog Tops $14B May 30, 2025
Nauman khan Software Salesforce (CRM) Shares Tumble Despite Q1 Beat, AI Deal Sparks Exit
CRM Sell-Off Intensifies on Informatica Deal and Margin Worry May 30, 2025
Faizan Farooque Semiconductors Nvidia (NVDA) Flags China Risks, Holds Firm on $45B Sales Outlook
Nvidia sees $45B in Q2 sales despite a combined $10.5B hit from U.S. export curbs on its China business. May 30, 2025
Hardware
NetApp Inc (NTAP) Q4 2025 Earnings Call Highlights: Record Revenue and Strategic AI Growth Amid Cautious Outlook
NetApp Inc (NTAP) reports robust Q4 results with record revenue and strategic advancements in AI, while navigating macroeconomic uncertainties and geopolitical challenges. May 30, 2025
Medical Devices & Instruments
The Cooper Companies Inc (COO) Q2 2025 Earnings Call Highlights: Strong Revenue Growth Amid Global Challenges
Despite a complex operating environment, The Cooper Companies Inc (COO) reports robust revenue growth and raises fiscal 2025 guidance. May 30, 2025
Hardware
Dell Technologies Inc (DELL) Q1 2026 Earnings Call Highlights: Strong AI Server Demand and Record Cash Flow Amidst Consumer Market Challenges
Dell Technologies Inc (DELL) reports robust growth in AI server orders and cash flow, despite a decline in consumer revenue and competitive pressures. May 30, 2025
Retail - Defensive
Costco Wholesale Corp (COST) Q3 2025 Earnings Call Highlights: Strong Growth in Net Income and E-commerce Sales
Costco Wholesale Corp (COST) reports a 13% increase in net income and significant e-commerce growth, while navigating challenges from tariffs and inflation. May 30, 2025
Retail - Cyclical
Ulta Beauty Inc (ULTA) Q1 2025 Earnings Call Highlights: Strong Sales Growth Amidst Margin Pressures
Ulta Beauty Inc (ULTA) reports a 4.5% increase in net sales and expands its loyalty base, while navigating challenges in operating margins and market uncertainties. May 30, 2025
Consumer Packaged Goods
Hormel Foods Corp (HRL) Q2 2025 Earnings Call Highlights: Solid Organic Growth Amidst Commodity Challenges
Hormel Foods Corp (HRL) reports a 1% organic sales increase and outlines strategic initiatives to navigate higher input costs and dynamic market conditions. May 30, 2025
Retail - Cyclical
Best Buy Co Inc (BBY) Q1 2026 Earnings Call Highlights: Navigating Challenges with Strategic Growth Initiatives
Despite a slight revenue decline, Best Buy Co Inc (BBY) focuses on digital enhancements and strategic pricing to drive future growth. May 30, 2025
Industrial Products
Nordson Corp (NDSN) Q2 2025 Earnings Call Highlights: Strong Revenue Growth Amid Market Challenges
Nordson Corp (NDSN) reports a 5% revenue increase and robust EBITDA margins, while navigating industrial sales declines and geopolitical uncertainties. May 30, 2025
Retail - Cyclical
Causeway International Value's Strategic Moves: Carnival Corp Takes Center Stage
May 29, 2025
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