Key Takeaways Duolingo trades at a discount on the EV/FCF metric despite strong free cash flow growth and sustained profitability. The company boasts exceptional performance on the Rule of 40,...
Key Takeaways Saudi Arabia is investing over $40 billion in AI infrastructure, aiming to become the world’s third-largest AI provider. The creation of regionally tailored models, such as “halal AI”,...
Key Takeaways PepsiCo is increasing its stake in Celsius Holdings via a $585 million investment in convertible preferred stock, elevating its ownership to approximately 11%. The arrangement includes expanded distribution...
Key Takeaways Celsius Holdings is acquiring Rockstar Energy from PepsiCo for $585 million, while PepsiCo raises its stake in Celsius to approximately 11%. The transaction allows Celsius to expand its...
Key Takeaways Alibaba posted a 10% year-on-year rise in customer management revenue from Taobao and Tmall, indicating successful user engagement strategies amid fierce domestic competition. The Cloud Intelligence Group delivered...
Key Takeaways RTX Corporation secured a $1.7 billion U.S. Army contract modification for its LTAMDS radar system, increasing total contract value to $3.79 billion. The contract includes provisions for Foreign...
Key Takeaways Caterpillar has raised its 2025 tariff impact estimate to a range of $1.5 billion to $1.8 billion, up from the earlier $1.3 billion–$1.5 billion projection. Third-quarter costs alone...
Key Takeaways Affirm achieved GAAP profitability in Q4 FY2025, reporting $69 million in net income and $58 million in operating income. Revenue rose 33% year-over-year to $876 million, underpinned by...
Key Takeaways IREN reported Q4 FY25 revenue of $187.3 million, narrowly missing forecasts, but beat expectations on adjusted EBITDA with $121.9 million. The company achieved net income of $176.9 million,...
Key Takeaways JD.com leverages a diversified revenue model encompassing logistics, cloud services, and healthcare, offering stability amid market turbulence. The company reported a 22% year-on-year revenue increase for Q2 2025,...
