Key Takeaways CoreWeave has expanded its partnership with Applied Digital by exercising an option for an additional 150MW of AI compute capacity, bringing the total leased capacity to 400MW. This...
Key Takeaways OpenAI is developing a proprietary AI accelerator, with production planned at TSMC, to reduce its reliance on established semiconductor suppliers. A complementary partnership with AMD will integrate the...
Key Takeaways Carvana’s vehicle sales accelerated by 41% year-on-year in its latest quarter, with retail units sold reaching a record of over 143,000. Revenue grew 42% to $4.84 billion, surpassing...
Key Takeaways Robinhood surpassed Q2 2025 analyst expectations, reporting revenue of approximately $1.0 billion against a $989 million estimate, and an adjusted EPS of $0.42 versus an expected $0.34. Growth...
Key Takeaways TransMedics significantly surpassed Q2 2025 expectations, reporting revenue of $157.4 million against a $148 million forecast and an EPS of $0.92, more than double the anticipated $0.43. The...
Key Takeaways Microsoft reported quarterly revenue of $76.4 billion, significantly surpassing the consensus estimate of $73.8 billion, indicating strong operational performance. Earnings per share (EPS) came in at $3.65, an...
Key Takeaways Meta Platforms reported Q2 2025 revenue of $47.5 billion and EPS of $7.14, significantly surpassing consensus estimates of $44.8 billion and $5.90, respectively. The company issued strong forward...
Key Takeaways Microsoft’s quarterly revenue of $76.4 billion and EPS of $3.65 both surpassed analyst expectations, driven by strong operational performance. The Intelligent Cloud segment was a primary growth engine,...
Key Takeaways Qualcomm reported modest earnings outperformance, with EPS of $2.77 against a $2.71 estimate and revenue of $10.37 billion, slightly above the $10.35 billion forecast. Despite the beat, the...
Key Takeaways UnitedHealth Group’s stock exhibits a notable seasonal vulnerability, with an average decline of 4.2% between August and October over the past decade, significantly underperforming the broader healthcare sector....
