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Chase Alexander Retail - Cyclical Louis Vuitton Stock: Undervalued Titan Amid Luxury Market Recovery
Resilient First Half Earnings in Uncertain Times Aug 10, 2025 ★★★★★
Faizan Farooque Semiconductors Nvidia Gains as Trump AI Push Fuels Investor Optimism
Trump unveils 90-point AI strategy targeting China, deregulation Jul 28, 2025
Faizan Farooque Vehicles & Parts Tesla Misses Out on Billions by Selling Bitcoin Early
Digital assets now worth $1.24B, but sale in 2022 cost potential $3.5B gain Jul 25, 2025
Faizan Farooque Telecommunication Services Starlink Reports Outage Following T-Mobile Satellite Service Launch
Service disruption draws 60,000 complaints as Musk says fix is underway Jul 25, 2025
Transportation
Westinghouse Air Brake Technologies Corp (WAB) Q2 2025 Earnings Call Highlights: Strong Growth Amid Supply Challenges
Westinghouse Air Brake Technologies Corp (WAB) reports robust earnings growth and increased guidance despite facing supply chain hurdles. Jul 25, 2025
Beverages - Non-Alcoholic
Keurig Dr Pepper Inc (KDP) Q2 2025 Earnings Call Highlights: Strong Sales Growth Amid Inflationary Pressures
Keurig Dr Pepper Inc (KDP) reports a 7% increase in net sales and double-digit EPS growth, despite facing rising cost challenges. Jul 25, 2025
Business Services
Allegion PLC (ALLE) Q2 2025 Earnings Call Highlights: Record Revenue and Raised EPS Outlook Amid Strategic Acquisitions
Allegion PLC (ALLE) surpasses $1 billion in quarterly revenue and raises full-year EPS guidance, driven by strong performance in the Americas and strategic acquisitions. Jul 25, 2025
Healthcare Plans
Molina Healthcare Inc (MOH) Q2 2025 Earnings Call Highlights: Navigating Challenges and Opportunities
Molina Healthcare Inc (MOH) reports robust premium revenue amidst medical cost pressures and strategic growth initiatives. Jul 25, 2025
Vehicles & Parts
LKQ Corp (LKQ) Q2 2025 Earnings Call Highlights: Navigating Challenges with Strategic Transformations
Despite revenue declines in key markets, LKQ Corp (LKQ) focuses on cost-cutting and leadership changes to drive future growth. Jul 25, 2025
Aerospace & Defense
Textron Inc (TXT) Q2 2025 Earnings Call Highlights: Strong Revenue Growth Amid Mixed Segment Performance
Textron Inc (TXT) reports a 5.4% revenue increase, with notable gains in Aviation and Bell segments, despite challenges in Industrial and eAviation divisions. Jul 25, 2025
Capital Markets
Nasdaq Inc (NDAQ) Q2 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Innovations
Nasdaq Inc (NDAQ) reports a 12% increase in net revenue and a 24% rise in EPS, driven by robust performance across key segments and strategic AI initiatives. Jul 25, 2025
Medical Devices & Instruments
West Pharmaceutical Services Inc (WST) Q2 2025 Earnings Call Highlights: Strong Growth in Proprietary Products and Upgraded Revenue Guidance
West Pharmaceutical Services Inc (WST) reports robust Q2 performance with increased sales, improved profit margins, and an optimistic outlook for the remainder of 2025. Jul 25, 2025
Utilities - Regulated
CenterPoint Energy Inc (CNP) Q2 2025 Earnings Call Highlights: Strategic Investments and Load Growth Propel Future Prospects
CenterPoint Energy Inc (CNP) reaffirms full-year guidance amidst increased capital investments and robust Houston Electric load growth. Jul 25, 2025
Faizan Farooque Vehicles & Parts Tesla Drops 9% as Musk Warns of 'Rough Quarters' Ahead
Musk flags “few rough quarters” as tax credits fade, demand softens Jul 24, 2025
Faizan Farooque Software Microsoft Price Target Raised to $613 by Citi
Citi lifts target on strong Azure growth, maintains Buy rating Jul 24, 2025
Faizan Farooque Software Oracle in Talks for $100M Cloud Deal With Skydance-Paramount Merger
Oracle eyes major cloud contract after Skydance's Paramount deal Jul 24, 2025
Faizan Farooque Software OpenAI and Oracle Expand Stargate With 4.5 GW Data Center Deal
OpenAI and Oracle to build 4.5 GW of new AI infrastructure Jul 24, 2025
Medical Devices & Instruments
Edwards Lifesciences Corp Reports Q2 Revenue of $1.53 Billion, Exceeding Estimates; EPS at $0.57, Missing Expectations
Strong Sales Growth Across Product Lines Jul 24, 2025
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