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“We’re doing it again,” Venture capitalist Paul Kedrosky said on the Between Two COOs podcast. Exorbitant debt to finance the AI infrastructure boom reminds him of the run-up to the 2008 financial crisis, but on a “vastly larger scale.” The result, he warned, is a “slop economy” where companies can produce vastly more
Three chatbots ran separate research sessions on Friday, Sept. 25 and landed on the same stock. ChatGPT, Grok and Claude each named Micron Technology Inc. (NASDAQ: MU ) as the top pick for the week of Sept. 28. The memory-chip maker reports its fiscal fourth quarter on Wednesday after the close. MU stock is moving ahea
Leidos Holdings (NYSE: LDOS ) reported second-quarter financial results on Tuesday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary Lei
Artificial intelligence companies may be building far more compute than it ultimately needs, according to Tyler Saltsman, CEO of EdgeRunner AI. The compute being built is “a little overkill,” Saltsman told. “I think what will happen is AI will become too expensive, and all of this data center demand will start to drop.
General Mills (NYSE: GIS ) held its first-quarter earnings conference call on Wednesday. Below is the complete transcript from the call. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary General Mills reported a sequential
Yorkville Ives founder Dan Ives and Fundstrat ‘s Tom Lee predict a massive rally in the stock market, despite high pessimism and the possibility of a further Federal Reserve rate hike. In episode 260 of The Compound and Friends podcast, published on Friday, Dan Ives likened the current market scenario to the 1997 momen
On Monday, Tuya (NYSE: TUYA ) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary Tuya Inc. reported a 16% year-over-ye
Prenetics Global (NASDAQ: PRE ) reported second-quarter financial results on Tuesday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. The full earnings call is ava
Ark Invest CEO Cathie Wood on Saturday rebutted the argument that Bitcoin (CRYPTO: BTC) is an outdated and “boring” store of value. ‘No Longer Capturing the Public’s Attention’ In an X post, Venture capitalist Jason Calacanis argued that 17 years after its creation, Bitcoin lacks strong utility in transactions or smart
Cambridge Cognition, C2N Diagnostics and The Alzheimer's Trust have partnered to create an integrated pathway for earlier and more accurate diagnosis of Alzheimer's disease and related dementias in the UK. The collaboration includes C2N's PrecivityAD2 test and Cambridge Cognition's CANTAB Pathway cognitive assessment p
Fox Factory Hldg (NASDAQ: FOXF ) released second-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary Fox Factory Holding C
UWM Hldgs (NYSE: UWMC ) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call. This content is powered APIs. For comprehensive financial data and transcripts, visit Access the full call at Summary UWM Hldgs reported operating income over $180 million and $40 billio
On Thursday, Companhia De Saneamento (NYSE: SBS ) discussed second-quarter financial results during its earnings call. The full transcript is provided below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. Access the full call at Summary Companhia De Saneamento report
Ford Motor (NYSE: F ) reported second-quarter financial results on Tuesday. The transcript from the company's second-quarter earnings call has been provided below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary Ford Moto
Raymond James Finl (NYSE: RJF ) reported third-quarter financial results on Wednesday. The transcript from the company's third-quarter earnings call has been provided below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary
Jamie Dimon, CEO of JPMorgan Chase (NYSE: JPM ), once voiced his disapproval of Canadian Prime Minister Mark Carney ‘s proposition for a coalition of “middle powers.” During the Council on Foreign Relations’ CEO Speaker Series in June, Dimon dismissed Carney’s idea as a “fantasy”. He pointed out that a similar approach
Collaborative Fund is branching into professional sports ownership, taking a stake in Major League Soccer’s D.C. United and its venue, Audi Field, a move the firm publicly discussed Thursday night in New York. The investment adds another example of venture firms using their capital and networks to buy into teams, a lan
At Goldman Sachs’ Communacopia + Technology Conference, CEO Jensen Huang said NVIDIA could grow revenue 70% year over year and reiterated his view that AI infrastructure spending could reach $3 trillion to $4 trillion by 2030. He also said power and data-center availability remain key constraints on expansion.
Kroger said second-quarter identical sales without fuel rose 0.2% and adjusted EPS was $1.09. The company also lowered full-year identical sales guidance without fuel to 0.2% to 0.8% while maintaining its adjusted operating profit outlook.
Oracle reported record first-quarter revenue of $19.3 billion, up 30% year over year, with cloud infrastructure revenue up 121% to $7.4 billion. The company also completed a $20 billion equity issuance and guided Q2 revenue growth of 30% to 34%.
Adobe (NASDAQ: ADBE ) released third-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. This content is powered APIs. For comprehensive financial data and transcripts, visit The full earnings call is available at Summary Adobe reported Q3 FY26 revenue of $6.76 billion
Truflation CEO Stefan Rust told on Monday that Federal Reserve Chair Kevin Warsh ’s hawkishness is a "distraction from his dovishness," predicting no rate hike at next week’s meeting. Asked what could force Warsh to raise rates, Rust pointed to oil, which was trading around $97. "Oil prices are definitely going to driv
Skillsoft said second-quarter fiscal 2027 revenue was $98.2 million, down 2.9% year over year, mainly on a consumer-segment decline. It kept adjusted EBITDA and free cash flow guidance unchanged while lowering full-year revenue outlook.
SailPoint reported second-quarter ARR of $1.231 billion, up 25% year over year, with SaaS ARR growing 36%. The company also guided Q3 ARR to $1.29 billion and revenue to $328 million.
Oddity Tech said second-quarter net revenue fell 25% to $181 million, citing issues with IL MAKIAGE's advertising partner. Management expects Q3 net revenue to decline about 5% year over year and full-year revenue to fall 19%.
U.S. equities slipped as August payrolls of 162,000, far above the 55,000 consensus, pushed traders toward a higher Fed-rate path. Chips outperformed while software, retail, gold and bitcoin weakened.
Torrid Holdings reported second-quarter net sales of $231.7 million and adjusted EBITDA of $23.3 million, in line with guidance. Comparable sales fell 6.3%, while the company raised full-year reported guidance on tariff refunds.
Netskope reported Q2 fiscal 2027 revenue of $221 million, up 29% year over year and ahead of guidance, with ARR at $899 million, up 27% year over year.
HPE said fiscal third-quarter revenue rose to a record $12.2 billion, with non-GAAP operating profit at a record $2 billion and non-GAAP EPS of $1.11. Management also raised fiscal 2026 and 2027 guidance.
Investor focus on currency debasement has intensified after Treasury buyback plans, with traders rotating into Bitcoin and gold. Crypto funds drew $3.2 billion in weekly inflows, while gold funds saw $7.3 billion.