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NVIDIA Transcript: Jensen Huang on Capex Justification, Expanding Infrastructure Moats, and AI Bottlenecks

J.B. Hunt Says Q3 Was the Peak Cost-Price Mismatch as It Moves to Reprice Intermodal and Dedicated Contracts, With the Rail-to-Truck Price Gap at More Than Double Its Norm

Interactive Brokers Lifts Dividend 71% to $0.60 as Pretax Margin Hits 78%, but Per-Account Trading Falls to a Multi-Year Low

Semtech Sets FY30 Targets of $3.2 Billion Revenue and $2.1 Billion From Data Center, With 70% Gross Margin and $12.40 to $13.00 EPS

Nvidia Says Frontier Labs Are Only 25% to 30% of Its Compute as Content per Gigawatt Passes $40 Billion and Software Licensing and Revenue Share Emerge as New Growth Vectors

TSMC Breaks Its Own Capacity Rule With Another 3-Nanometer Fab and Opens the Door to Texas, While Guiding to Wider Overseas Margin Dilution

Camtek Guides 2027 Revenue Above $800 Million and Sets $1.2 Billion Target as AI Packaging Visibility Stretches to a Year

State Street Lifts 2026 Fee and NII Guidance as Margin Hits 35%, Leaving Medium-Term Targets Within Sight Years Early

Lonza Lifts Midterm Margin Ambition to High 30s and Sets 20% Batch Throughput Target at Vacaville Investor Day

SailPoint Says Entro Integration Lands November 1 as It Bets Fine-Grained Runtime Authorization, Not a Kill Switch, Is Its Edge in Agentic Security

GlobalFoundries Lands Up to $21 Billion of Japanese-Funded Malta Capacity, Earning Fees and EBITDA Share Without the Capital Risk

All-In Podcast: Anthropic's Model-Welfare Push Is Being Built Into Claude's Training, While OpenAI's Math Release Raises an Unconfirmed Cryptography Alarm

BlackRock Pitches Compute Capacity as the Next MBS Market, While Q3 Delivers 11% Organic Base Fee Growth and a 47.8% Margin

ASML Lifts 2026 Outlook to EUR 44-45 Billion and Signals It Cannot Meet 2028 Demand, While Pushing Through Its First Broad Price Increase

Singapore PM Lawrence Wong Sees Energy Prices "Higher for Longer" and Warns AI Could Break the Bottom Rung of the Career Ladder

EnSilica Posts Record FY26 With 53% Revenue Growth, But Space ASSP Payoff Is a 2030 Story and Cash Burn Rises Before It Falls

Applied Materials Sets 2030 Targets Of 54% Gross Margin And 40% Operating Margin, Guides To More Than 2 Points Of WFE Share Gain Built On Yield Innovation

Evolution Mining Holds FY27 Guidance After a Slow Gold Start, but Red Lake's 5+ g/t Grade Requirement and Grid Instability Leave Little Room for Error

Meta: Wang Says Muse Was Built by Fewer Than 200 People on a 100-Plus Row Launch Scorecard, and Meta Is Betting on Consumer Agents While Rivals Chase Coding

Meta Reveals Muse Wonder, a Much Larger Frontier Model, and Discloses the $100 Billion-Plus Bet Behind It

Johnson & Johnson's Medtech Miss and $1.36 of 2027 EPS Dilution Overshadow a Guidance Raise; Management Now Leans Toward Spinning DePuy Synthes

Oscar Health Raises 2026 Operating Income Guidance to $600 Million-$800 Million and Sets $4+ EPS Target for 2029, While Pitching Lucie as a Payer-Agnostic Marketplace Not Included in the Numbers

Goldman Sachs Posts Second-Best Revenue Quarter on Record Equity Financing, but Solomon Concedes No One Knows Whether AI Capital Demand Holds

JPMorgan Chase Guides to $107 Billion of 2027 Core NII on Rate Hikes, Holds Buyback to $1 Billion as Dimon Says Organic Deployment Beats Repurchases at a 6% Earnings Yield

Schaeffler Books Up to EUR 240 Million E-Mobility Charge as European OEMs Lose Ground in China, While Restructuring Lands a Year Early and Ahead of Target

Weibo Margins Fall 8 Points to 28% as Video Creator Subsidies and Weak Handset Pre-Installs Weigh on a Flat Ad Business

AstraZeneca's Efzimfotase Alfa Misses the Primary Endpoint in Adult HPP Trial, but Management Holds to $3 Billion to $5 Billion Peak Sales on Injection Burden and Tolerability

HKEX Posts Record First Half as Management Pivots Toward Mainland Insurance Flows, CGB Collateral and Longer Derivatives Hours

PDD Holdings Admits First-Party Brand Rollout Is Lagging as EU Duties Hit Temu Fulfillment and Net Income Falls 12%

Computershare Guides FY27 EPS Up 6% to $1.54 as Margin Income Turns Tailwind, While an Expired High-Margin Contract Clouds Issuer Services

Warsaw Stock Exchange Concedes OpEx Will Run Well Above Strategy Targets as WATS Launch Nears, While Retail Tax Account and S&P Upgrade Add Long-Term Optionality

Bilibili Says Advertising Is Outrunning a Weak Chinese Consumer at 28% Growth, While Games Stay a Drag Until Q4

Equifax Says VantageScore Price Freeze Through 2027 and Free Data Add-Ons Are Its Answer to FICO Fight and Tri-Merge Threat as Government Pipeline Doubles

Moderna Says Intismeran Needs No PD-1 Backbone and Plans to Move Into Stage I Disease, as Phase III Data Near at ESMO

Transmissora Aliança de Energia Elétrica Deep Dive: Contracted RAP Growth, a 2030 Cliff

ASX Limited Guides to 18% to 21% Cost Growth in FY27 and Drops Its Margin Target, Making ROE the Only Yardstick Left

Sony Group: Q1 Profit Flattered by About JPY 56 Billion of Tariff Refunds, While a Kumamoto Earthquake Puts the Chip Division's Second-Quarter Output at Risk

Teledyne Frames Varex as a Bottom-of-Cycle Bet, and Flags Defense Mix as a Quiet Brake on Margin Leverage

Novo Nordisk Resets to Peer-Level Growth of Mid-Single Digits Through 2030, Betting on Oral Wegovy Scale and a DKK 150 Billion Risk-Adjusted Pipeline

Eli Lilly Raises 2026 Revenue Guide to $85-87 Billion as Foundayo Shows Late-July Inflection and Retatrutide Filing Hinges on a BLA Dispute with the FDA

Applied Digital Signs 1,200 MW Gas Power Deal and Targets 15%+ Rent Uplifts on 250 MW of Expansions as It Pivots From Land Grab to Delivery

Alkami Technology: Customer Conversions Run on Roughly 10-Month Timelines, and Day-One Call Volume Still Overwhelms Even Doubled Call Centers

Almonty Industries: Sangdong Moves From Construction Risk to Operating Risk, With First Concentrate Shipment Booked for October 24 and a Rwanda Supply Channel Already Scaling

OmniAb Lifts 2026 Revenue Guidance to $32-36 Million, but the Raise Implies Revenue Falling Sharply in the Second Half as Milestones Front-Load

GenScript Says AI Drug Discovery Orders Earn Gross Margins About 20 Points Above Traditional Work as It Lifts Life Science Guidance

Twist Bioscience Deep Dive: Silicon Throughput Is Earning the AI Wet Lab, but Profitability Still Has to Catch the Narrative

OmniAb Deep Dive: Partner Scale Is Real; Royalty Conversion Is Still a Thesis

ACM Research Wins First Panel-Level Plating Orders and Lifts the Guidance Floor, but Cleaning Declines and Supply Constraints Cloud the Second Half

What Are the Odds: Big Data Poll Shows a 20-Point Democratic Enthusiasm Edge as Iran-War Energy Inflation Fractures Trump's 2024 Coalition

Penguin Solutions Deep Dive: AI Infrastructure Wins Are Broadening, but Memory and Working Capital Still Define the Risk

JD.com Q2 Profit Rises 21% to RMB 8.9 Billion as Food Delivery Losses Halve, While Retail Revenue Falls 4.7% and Management Bets on a Q3 Turn

Howard Hughes Holdings: Ackman Details Plan to Strip $4 Billion From Real Estate to Fund Berkshire-Style Insurance Bet

AGCO Pulls Back the Curtain on PTx: A $2 Billion Recurring-Revenue Bet Built on Open Data and Retrofit-First Technology

Neogen Posts Fifth Straight Quarter of Core Growth as Petrifilm Transition Hits Key Derisking Milestone

OmniAb Opens xPloration to All Customers and Unveils OmniTides Peptide Platform, Targeting a Combined Market Worth Over $1.5 Billion

Penguin Solutions Smashes Through Its Own Guidance as Neocloud Bookings Surge and Memory Backlog Stretches Four Quarters Out

Zscaler Unveils $10 Billion ARR Roadmap, Says AI Threats Are Already Rewriting Enterprise Security Budgets

Marvell Triples Custom Chip Target to $12 Billion and Lays Out $70-90 Billion Revenue Path by Fiscal 2031

Schneider Electric Bets $21 Billion on PTC to Complete Its Industrial AI Stack, Betting Design-to-Data Convergence Beats the SaaS Doubters

C.H. Robinson to Buy RXO for $5.8 Billion, Betting Its "Lean AI" Model Can Reset Industry Cost Economics

The Circuit: Memory's New Floor, Balance-Sheet-as-a-Service, and Why Nobody Can Agree on What a Token Is Worth

Twist Bioscience Guides to Breakeven Adjusted EBITDA This Quarter, Targets Revenue Doubling by 2031 as AI-Driven Drug Discovery Orders Surge

Anthropic Technical Leads Peg AGI at "Next Couple of Years," Defend $80 Billion Run-Rate Against Distillation and Regulatory-Capture Critics

Netflix Reveals AI Tools Are Already Cutting Production Costs in Half as Growth Decelerates and Cloud Gaming Hits Inflection Point

Anthropic Transcript: Technical Leads Predict AGI in Next Couple Years and Exponential Returns to Intelligence

Chemify Transcript: Lee Cronin on Molecular Computation, Assembly Theory, and Genesis Platform

NextEra Energy: 18 Gigawatts of Federal Gas Deals Signed in 60 Days With Zero Capital Risk, CEO Says

Regeneron and Sanofi Strike $8 Billion Extension Deal, Resolving Litigation While Targeting Twice-a-Year Dosing to Defend Dupixent's Successor Franchise

Nidec Discloses Second Consecutive Audit Disclaimer as New President Takes Over Following $4 Billion Impairment and Governance Collapse

Rivian Details Uber Robotaxi Economics and Reveals R2 Bill of Materials Is Half That of R1

Equinix: New CFO Says Agentic AI Could Drive Up to 40% of Data Center Demand Within Three Years, Defends Discipline Over Growth-at-All-Costs

Siemens Energy Lifts Gas Turbine Market View to 130-140 Gigawatts as Data Center Demand Stacks on Top of Structural Growth

Jabil Guides to $44.5 Billion in Fiscal 2027 Revenue as AI Infrastructure Demand Outstrips Supply, Says Business Remains Early-Cycle

HPE Raises Networking Guidance Again as Helios AI Switch Business Lands $1.2 Billion Vultr Order and Synergies Hit $800 Million

Rogers Corporation Unveils Data Center Pivot and Bold 2030 Targets: Revenue to Nearly Double, EPS to Climb Sixfold

FactSet's AI Push Drives Record ASV Growth, But Margin Recovery Hinges on Execution Through FY27

Synopsys Unveils $1 Billion Amazon Silicon Deal and OpenAI Partnership While Raising Long-Term Growth Targets to Mid-Teens

Western Digital: Hyperscaler Demand Is Soaking Up High-Capacity Drives, Pushing the Channel Toward 20TB Ceilings as AI Reshapes NAS Demand

Micron Says Memory Supercycle Has No End in Sight as It Hikes Capex and Locks In $32 Billion of Customer Deposits