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@TheTranscript_ Avatar @TheTranscript_ The Transcript

Major tech companies like Amazon, Microsoft, Alphabet, and Meta are investing heavily in AI infrastructure, with significant capital expenditures to support their growth. Several companies, including Uber, DoorDash, and Shopify, reported strong quarterly results, driven by growth in their core businesses and increasing adoption of AI technologies. CEOs across various industries, from tech to retail, are sharing insights on the impact of AI, changing consumer behavior, and the competitive landscape in their respective markets.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence

Social category influence stocks #3111 technology brands XXXXX% finance XXXXX% cryptocurrencies XXXXX% automotive brands XXXX% luxury brands XXXX% countries XXXX% fashion brands XXXX% travel destinations XXXX% exchanges XXXX%

Social topic influence ceo #980, strong #1162, ai #6259, business 4.29%, $veev #29, $owl 2.86%, $nflx #70, owl 2.14%, owl blue owl capital 2.14%, $dg #24

Top accounts mentioned or mentioned by @marketprophit @omillionaires @benioff @salesforce @hbocom @dissectmarkets @c95524cj @justalphainvest @bat_tery @aynirealtor @rwresearch @analysisop @ball_hartwig @77augustwest72 @mhctrades @krappsholidy @ericsoda @ttechnomarcel

Top assets mentioned Veeva Systems, Inc. (VEEV) OwlDAO (OWL) Netflix Inc (NFLX) Blue Owl Capital, Inc. (OWL) Decentral Games (DG) Dollar Tree Inc (DLTR) Cream (CRM) Copart, Inc. (CPRT) Ross Stores, Inc. (ROST) Warner Bros Discovery, Inc. (WBD) Ferrari N.V. (RACE) Academy Sports and Outdoors, Inc. (ASO) Signet Jewelers Limited (SIG) Zscaler Inc (ZS) HealthEquity, Inc (HQY) Campbell Soup Company (CPB) Sprinklr, Inc. (CXM) REV Group, Inc. (REVG) GitLab Inc. Class A Common Stock (GTLB) Asana, Inc. Class A Common Stock (ASAN) ChargePoint Holdings, Inc. (CHPT) American Eagle Outfitters (AEO) Sleepless AI (AI) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Braze, Inc. Class A Common Stock (BRZE) UiPath, Inc. (PATH) Hewlett Packard Enterprise Co (HPE) Descartes Systems Group Inc (DSGX) Ciena Corporation (CIEN) Calcium (CAL) Helium IOT (IOT) Tongtongcoin (TTC) SCIENCE APPLICATIONS INTERNATIONAL CORPORATION (SAIC) Broadcom, Inc. (AVGO) Lululemon Athletica Inc (LULU) GUIDEWIRE SOFTWARE, INC. (GWRE) Phore (PHR) Docusign Inc (DOCU) Sea Limited (SE) Ulta Beauty Inc (ULTA) Intel Corporation (INTC) NVIDIA Corp. (NVDA) Apollo Global Management, Inc. (APO) Applied Materials, Inc. (AMAT) Walmart, Inc. (WMT) Warner Music Group, Co. (WMG) Alphabet Inc Class A (GOOGL) Oracle Corporation (ORCL) Blue Owl Technology Finance Corp. (OTF) Fiserv, Inc. (FI) Kinder Morgan Inc (KMI) Norwegian Cruise Line Holdings, Ltd. (NCLH) AES, Corp. (AES) SpaceN (SN) Danaher Corporation (DHR) Nebius Group N.V. Class A Ordinary Shares (NBIS) HealthSci.AI (HSAI)

Top Social Posts

Top posts by engagements in the last XX hours

"$RACE Ferrari CEO: Electric cars jokingly compared to elephants "After the Capital Market Day I met several clients in U.S.A. in Korea in China and in Italy. And all of them appreciated the way we present the model. This is what they told me. The electric cars are generally heavy as elephants and not fun to drive. You did well to invest in active electronic system to transform the elephant in a horse and to engage the drivers with pedro shift like in all Ferrari""
X Link 2025-11-18T18:00Z 93.5K followers, 18.7K engagements

"$OWL Blue Owl Co-CEO last month:"
X Link 2025-11-18T11:04Z 93.4K followers, 20.9K engagements

"$OWL: Blue Owl Capital execs this week: "We had a couple of bankruptcies. That doesn't exactly make it endemic." "It happens in every industry we've ever been in. If anyone tells you they're doing lending they'll never have a loan problem you're in the wrong place right"
X Link 2025-11-23T14:53Z 93.4K followers, 50.7K engagements

"$OWL Blue Owl Capital Co-CEO feels like criticism is often driven by competitors or clicks not fundamentals "then there's a group of people that are just -- it's a self-interested side of attacks. And that can be those who compete with us. That can be -- look negative stories get a lot more clicks than hey you know how great Ares is that's just how it is.""
X Link 2025-11-30T16:15Z 93.4K followers, 10.2K engagements

"Dollar General CEO: ".another quarter of strong financial results.highlighted by EPS growth of XX% strong operating margin performance & balanced sales growth including market share gains across both consumable & non-consumable categories" $DG: +9% today"
X Link 2025-12-04T15:07Z 93.4K followers, 4647 engagements

"Earnings this week: $NIO $ASO $SIG $ZS $HQY $DLTR $M $CPB $JILL $CXM $REVG $CRM $AI $CRDO $AEO $HPE $GTLB $PD $ASAN $MEI $CHPT $DSGX $FLWS $SCVL $CARN $CIEN $CAL $TTC $DLTH $CRMT $DAVA $VBNK $SAIC $AVGO $LULU $IOT $BRZE $PATH $PHR $DOCU $SWBI $AOUT $CPRT $GWRE $NX"
X Link 2025-09-02T10:00Z 93.4K followers, 8994 engagements

"$WS Worthington Steel Exec a few months ago: "There's a 2-year backlog on transformers which use the electrical steel cores we make and the need for power is expected to grow at more than X% per year over the next XX years""
X Link 2025-10-10T18:56Z 93.5K followers, 10.7K engagements

"Fiserve missed earnings cut FY guidance & launched a strategic overhaul with new CFO new Co-Presidents & a board refresh (3 new board members). CEO: "Our current performance is not where we want it to be nor where our stakeholders expect it to be." $FI: -XX% today"
X Link 2025-10-29T13:48Z 93.5K followers, 56.4K engagements

"$KMI CEO: Kinder Morgan sees massive demand uplift from LNG & AI-driven power generation growth "The first is the continued rapid growth in LNG feedgas demand The second driver is the increasing demand for electricity primarily to serve AI data centers AI needs for uninterrupted power 24/7. That leaves natural gas which is abundant and reasonably priced.""
X Link 2025-11-03T19:00Z 93.5K followers, 8960 engagements

"Norwegian Cruise Lines double miss CEO: "We delivered another record-breaking quarter with strong performance across all brands." $NCLH: -X% Pre-Market"
X Link 2025-11-04T12:39Z 93.5K followers, 4589 engagements

"AES CEO: "We currently have an XXXX GW backlog of signed Power Purchase Agreements including X GW with hyperscaler customers and the large majority of which will come online within the next three years" $AES: -XXX% AH"
X Link 2025-11-04T22:45Z 93.4K followers, 5391 engagements

"SharkNinja CEO: "SharkNinja delivered another quarter of exceptional performance with XXXX% net sales growth." $SN: +11% Pre-Market"
X Link 2025-11-06T12:46Z 93.4K followers, 5604 engagements

"$DHR CEO: "Now during the quarter we deployed approximately $X billion of capital towards the repurchase of XX million shares of Danaher common stock. Additionally our Board of Directors approved a new share repurchase program authorizing the purchase of up to XX million additional shares of Danaher common stock""
X Link 2025-11-07T16:15Z 93.4K followers, 15.1K engagements

"Tuesday's earnings: Before Open: $NBIS $SE $DAVA $HSAI $BWAY $CRNT $CWCO $CVGI $KALV After Close: $OKLO $AII $CAE $PAL $EPM $PXLW $SMWB $FTHM $DOX $QUIK"
X Link 2025-11-10T21:57Z 93.5K followers, 6799 engagements

"GLOBALFOUNDRIES double beat CEO: "GF delivered a strong third quarter with revenue gross margin operating margin and EPSat the high end of the guidance ranges" $GF: +4% Pre-Market"
X Link 2025-11-12T12:07Z 93.4K followers, 8484 engagements

"$CSGP CoStar Group CEO: "Zillow is under siege facing an unprecedented wave of lawsuits. I'm not sure that the market grasps the sheer magnitude of the risk bearing down on Zillow from all sides. These lawsuits are not isolated instances. They collectively target the heart of Zillow's operations exposing alleged antitrust violations widespread copyright theft and blatant consumer deception. With private plaintiffs and government regulators now alert to Zillow's misconduct I predict even more aggressive legal and regulatory action in the months ahead""
X Link 2025-11-14T19:00Z 93.4K followers, 10.3K engagements

"$AA CEO: Alcoa will not invest based solely on tariff incentives We will continue to evaluate it but we won't make an investment decision simply on a tariff. Tariffs can and do change over time. So we won't be plowing $100M into the ground at this point based on a tariff cost""
X Link 2025-11-16T21:00Z 93.5K followers, 10.1K engagements

"$KKR CEO: "And candidly when we read some of these headlines it's clear many of us have PTSD from the financial crisis and are looking for what will trigger the next one. Like where is the next boogeyman. But from our standpoint this market and economy really don't provide a simple narrative like that. ""
X Link 2025-11-17T00:00Z 93.5K followers, 143.4K engagements

"$L CFO: Loews continues aggressive buybacks Since the end of 2023 we have repurchased about XXX million shares of our common stock at a cost of approximately $XXX million. Loews ended 2024's third quarter with $XXX billion in cash and short-term investments"
X Link 2025-11-18T00:00Z 93.5K followers, 8225 engagements

"$LSEG London Stock Exchange Group CEO: "So XX% of our revenue is from data that is non-replicable by an LLM.So in case anyone is missing the point no LLM can gather this data from public sources X moats LSEG proprietary or exclusive data enriched by LSEG IP and curated by LSEG applying the LSEG standards""
X Link 2025-11-19T00:00Z 93.4K followers, 51.7K engagements

"$OWL Blue Owl Capital Execs on concerns in private credit: ".this narrative that everybody in direct lending is sort of like unwittingly participating in this massive growth of an asset class that we're all like just rowing .not looking at risks. it's a little bit silly.""
X Link 2025-11-23T14:58Z 93.4K followers, 60K engagements

"$WU CEO: U.S. remittance volumes are down but average amounts sent per transaction are rising "We're seeing in the North American market both the effects of the changes to immigration policy and our customer feeling the financial uncertainty and stress of the current economy. And so as you saw in the third quarter the North American results continue to be pressured by that transactions down. But surprisingly principal per transaction up right And so that means people are sending less frequently but slightly more amounts like up X% or somethin""
X Link 2025-11-26T14:30Z 93.5K followers, 7299 engagements

"Earnings next week include Salesforce Dollar General and Dollar Tree:"
X Link 2025-11-28T21:00Z 93.4K followers, 12.5K engagements

"$MSM MSC Industrial Direct CEO highlights cultural continuity and long-termism from family heritage So I mean it's a pretty unique culture. If you think about over XX years only X CEOs and X of the X of us are from the same family.Just in terms of number one a very long institutional memory a strong sense of culture and values and the ability to think long term which I think is paying off for us in some of the pivots that we made I think it would have been tough for me to do without the benefit of that the family influence""
X Link 2025-12-02T19:00Z 93.5K followers, 6658 engagements

"$CDNS CFO last month: Non-AI semis are recovering The last couple of years have been lean years for many of those non-AI semis. But they seem to be gradually doing more and more were seeing bigger engagements and I think theyve probably found their base now"
X Link 2025-12-03T00:00Z 93.4K followers, 6683 engagements

"CrowdStrike CEO : "Q3 was one of our best quarters in company history: we achieved record Q3 net new ARR of $265M accelerating to +73% YoY & ending ARR of $4.92B which accelerated to +23% YoY" $CRWD: Unchanged AH"
X Link 2025-12-03T03:52Z 93.4K followers, 4861 engagements

"$CRM CEO: ""We are raising fiscal year 2026 revenue guidance to $XXXXX billion to $XXXXX billion and Q3 cRPO was exceptional up XX% year-over-year at $XXXX billion signaling a powerful pipeline of future revenue""
X Link 2025-12-04T02:35Z 93.5K followers, 7697 engagements

"$TGT Target CFO: "Shrink improvements will account for approximately XX to XX basis points of gross margin rate favorability for the full year. This would bring it fully back down to pre-pandemic levels marking a dramatic turnaround over the last two years.""
X Link 2025-12-04T18:00Z 93.4K followers, 7546 engagements

"Ulta Beauty CEO: ".Our third quarter results exceeded our expectations.strong sales results market share gains and growth across all categories and channels with notable strength in ecommerce" $ULTA: +5% AH"
X Link 2025-12-04T21:36Z 93.4K followers, 12.3K engagements

"$INTC VP: Intel to de-emphasize low-end PC market due to wafer constraints. We're going to de-emphasize the low end of the PC market. we're really going to focus on trying to optimize for revenue and profit share in the PC market"
X Link 2025-12-05T19:00Z 93.4K followers, 7501 engagements

"Shrink is improving across retailers: $ULTA CFO: "In Q3 there was a modest improvement and in Q4 we expect another modest improvement in shrink" $DG CEO: "Our ongoing efforts to reduce shrink once again contributed to strong operating margin expansion in Q3 as we delivered a XX basis point improvement in shrink versus prior year. Notably shrink continues to improve at a much higher and faster rate compared to the expectations" $TGT CEO: "Shrink improvements will account for approximately XX to XX basis points of gross margin rate favorability for the full year." $FIVE CEO: "We also saw a"
X Link 2025-12-06T00:00Z 93.4K followers, 10.7K engagements

"$DG CEO: High-income customers are increasingly shopping at Dollar General Were pleased to see growth once again in our total customer count with disproportionate growth coming from higher income households.""
X Link 2025-12-06T19:00Z 93.4K followers, 7698 engagements

"$NVDA CFO says that inventory spike reflects short-term shipment timing not demand weakness "The inventory is a place in terms of where we are building things that will be processed and likely go-to-market within the current quarter okay What you saw probably in the inventory and where we stand now at the beginning of December probably all of that has moved in terms of has already been shipped to our customers.""
X Link 2025-12-07T19:00Z 93.4K followers, 26.6K engagements

"$VEEV Veeva Systems CEO: "Our 2025 goal that we set a little more than X years ago has been to be a $X billion revenue run rate company this year. So we're on track to do that. And our 2030 goal that we announced at our Investor Day in November is to be a $X billion revenue run rate company in 2030""
X Link 2025-01-25T00:00Z 93.5K followers, 9695 engagements

"Dollar Tree double miss + light guidance CEO: "We finished 2024 on a high note." $DLTR: +3% PM"
X Link 2025-03-26T11:15Z 93.5K followers, 16.8K engagements

"Veeva Systems CEO: "I consider this our best first quarter ever." $VEEV: +11% AH"
X Link 2025-05-28T20:10Z 93.5K followers, 6963 engagements

"Earnings next week: $NIO $ASO $SIG $ZS $HQY $DLTR $M $CPB $JILL $CXM $REVG $CRM $AI $CRDO $AEO $HPE $GTLB $PD $ASAN $MEI $CHPT $DSGX $FLWS $SCVL $CARN $CIEN $CAL $TTC $DLTH $CRMT $DAVA $VBNK $SAIC $AVGO $LULU $IOT $BRZE $PATH $PHR $DOCU $SWBI $AOUT $CPRT $GWRE $NX"
X Link 2025-08-29T20:00Z 93.5K followers, 46.3K engagements

"$VEEV Veeva Systems New CFO jokes about his freshman year at Veeva: I am coming up on the end of my freshman year here. So a couple of bumbles and awkward movements along the way. I got stuffed in a couple of lockers but we made it through. It's been a great ride so far""
X Link 2025-09-17T15:15Z 93.5K followers, 9979 engagements

"Who makes the data center $BAC"
X Link 2025-09-20T23:00Z 93.5K followers, 998.6K engagements

"Confluent CEO: "Confluent delivered a strong quarter with XX% Y/Y growth in Confluent Cloud revenue and XX% Y/Y growth acceleration in remaining performance obligations reflecting strong consumption growth." $CFLT: +9% AH"
X Link 2025-10-27T21:07Z 93.5K followers, 6359 engagements

"Royal Caribbean Group CEO: "We continue to see strong momentum across our business powered by accelerated demand growing loyalty & guest satisfaction that is at all-time highs.Looking ahead.our strong booked position gives us confidence for 2026 and beyond" $RCL: -X% PM"
X Link 2025-10-28T11:18Z 93.5K followers, 5250 engagements

"$SAP CEO: "In Q3 cloud revenue rose 27%. Cloud revenue has consistently grown more than XX% for X quarters in a row and it was coming with a very solid cloud gross margin of about XX% in Q3""
X Link 2025-11-08T19:00Z 93.5K followers, 9877 engagements

"In our newsletter this week: 💹 $CG: As we look across markets today this remains a somewhat complex but quite resilient environment 💰 $APO: The demand for capital has never been stronger and it is not a U.S. phenomenon it is a worldwide phenomenon 🏭 $TSLA: But even when we extrapolate the best-case scenario for chip production from our suppliers its still not enough. So I think we may have to do a Tesla fab 🏎 $RACE: In the past few months almost all range model in production were substantially sold out. Indeed the order book extends well into 2027 💵 $CFG: Its a K-shaped economy without"
X Link 2025-11-10T16:21Z 93.5K followers, 10.6K engagements

"Sea Limited CEO: "After a very strong first half of the year our momentum has continued into Q3 25" $SE: +2.2% Pre-Market"
X Link 2025-11-11T13:35Z 93.5K followers, 5180 engagements

"Ferrari CEO: "In U.S. the business proceeds as usual. The only difference we see in U.S. that. tariffs were 25%. Now they are at 15%. Then the business proceeds as usual." $RACE"
X Link 2025-11-11T18:00Z 93.5K followers, 10.9K engagements

"$ADYEY Adyen CFO: "We're confident in that. And that's why we've also shared our expectation that in any given year over the next few we expect growth around 20%.""
X Link 2025-11-12T16:15Z 93.5K followers, 18K engagements

"$ADYEY Adyen CFO: "Back in 2015 we processed EUR XX billion in payments volume.over the last decade we've scaled it to over EUR XXX trillion in payments volume. That's a XX% CAGR over the last decade. We've shown a proven ability to scale our platform and with our customers over these years. And that EUR XXX trillion is the basis for our future growth into the next decade as well.""
X Link 2025-11-12T18:00Z 93.5K followers, 7860 engagements

"Applied Materials CEO: "As AI adoption drives substantial investment in advanced semiconductors and wafer fab equipment Applied Materials delivered its sixth consecutive year of growth in FY 25" $AMAT: -XXX% AH"
X Link 2025-11-13T21:13Z 93.5K followers, 28.5K engagements

"Tuesday's earnings Before Open: $HD $BIDU $FUTU $PDD $AS $KLAR $JHX $BRBR $ESLT $IQ $MDT After Close: $POWL $KULR $CCIF $DLB $SBLK $SQM $LZB"
X Link 2025-11-18T11:02Z 93.5K followers, 4895 engagements

"$APO CEO says demand for capital is booming globally driven by infrastructure energy transition & manufacturing. He sees X big tailwinds: funding the industrial renaissance closing the retirement income gap via Athene and offering an alternative to crowded public markets"
X Link 2025-11-18T19:00Z 93.5K followers, 9744 engagements

"Walmart leads Thursday's earnings: Before Open: $WMT $ZIM $BBWI $ALLT $NTES $J $ROAD $WMG $DSX $NNOX After Close: $BULL $VEEV $CPRT $ESTC $INTU $ROST $TEN"
X Link 2025-11-19T23:41Z 93.5K followers, 5589 engagements

"Warner Music Group CEO: "With our artists and songwriters hotter than ever market share gains drove our quarterly revenues to an all-time high" $WMG: +3.3% Pre-MArket"
X Link 2025-11-20T12:39Z 93.5K followers, 4596 engagements

"Locked in on an earnings call:"
X Link 2025-11-20T18:00Z 93.5K followers, 8181 engagements

"Veeva CEO: "Our third quarter results and increased full-year guidance demonstrate the broad-based strength we see across the business" $VEEV: -X% AH"
X Link 2025-11-20T22:58Z 93.5K followers, 5817 engagements

"$ETN Eaton CEO: "As we continued to deliver robust growth in data center market our orders accelerated XX% and our sales were up XX% versus Q3 2024. This strong demand picture gives us confidence in our ability to deliver sustained growth and add value to shareholders""
X Link 2025-11-21T00:00Z 93.5K followers, 8615 engagements

"$TCEHY Tencent President: "In terms of cloud business I think we have been increasing our revenue finally sort of this year right In the past few years our revenue has not grown that much but our gross profit has grown very significantly. And this year we're growing both the revenue as well as the gross profit and the business is actually sort of profitable. One constraint of cloud business growth is availability of AI chip because when AI chips are actually in short supply we actually prioritize internal use as opposed to renting it out externally. And the other way to say is if there is not"
X Link 2025-11-23T00:00Z 93.5K followers, 10.5K engagements

"Abercrombie & Fitch CEO: "We achieved three years of consecutive quarterly sales growth delivering record third quarter net sales with X% growth to last year." $ANF: +20% today"
X Link 2025-11-25T14:33Z 93.5K followers, 7224 engagements

"$ROST Ross Stores CEO jokes about monitoring the new Brooklyn store via CCTV and being amused by the foot traffic: "Yes the Brooklyn store has been just great addition to the portfolio. I'm glad it's the place to be seen. We've seen a lot of interesting people come in recently and we're constantly kind of spying on it with our CCTV. So we kind of know everybody that goes in and out.everybody competitors everybody. So that store has been a really nice arrow in the quiver.""
X Link 2025-11-25T19:00Z 93.5K followers, 7027 engagements

"Deere CEO: "Looking ahead we believe 2026 will mark the bottom of the large ag cycle." $DE: -XXX% today"
X Link 2025-11-26T16:00Z 93.5K followers, 8167 engagements

"$ROST Ross Stores' self-checkout expanding delivering lower shrink and higher customer satisfaction. Its in XX stores today. we're seeing lower shrink high customer adoption. and sales impacts. We'll be rolling it out to further stores next year"
X Link 2025-11-27T18:00Z 93.5K followers, 7844 engagements

"Couldnt resist turning our Thanksgiving dinner into a mini earnings call complete with AI talk and hyperscaler capex updates:"
X Link 2025-11-28T05:07Z 93.5K followers, 14.2K engagements

"$CRWV CoreWeave CFO: "From a supply-constrained perspective the biggest supply constraint that we carry today is power shell capacity which is putting together Legos for having a functional data center which is energized and has power and can deliver power to a rack. ""
X Link 2025-11-30T18:00Z 93.5K followers, 9490 engagements

"Snowflake CFO on the disappointing Q4 guide ".on the 4Q guidance. All I would say is that 4Q is a little tricky in the sense that you're giving the 4Q guidance and the annual guidance at the same time. And so don't read too much into that" $SNOW: -X% AH"
X Link 2025-12-04T02:39Z 93.5K followers, 7938 engagements

"$NFLX $WBD Netflix will acquire Warner Bros. for an enterprise value of $82.7B and equity value of $72.0B paying WBD shareholders $XXXXX per share in cash and stock. Deal closes after WBD spins off Discovery Global in Q3 XX separating its global networks from streaming and studios. Netflix will take over Warner Bros. studios HBO and HBO Max adding franchises like DC Harry Potter Game of Thrones and Friends to its platform. Netflix guides for $X to $3B in annual cost savings by year three and says the deal will be accretive to GAAP earnings per share by year two"
X Link 2025-12-05T12:23Z 93.5K followers, 21.7K engagements

"Nokia CEO: ".the largest hyperscalers are now investing more each quarter than the largest telcos invest in a year. And increasingly they're coming to Nokia to power their AI factories co-engineering and co-developing some of the most complex networks we've ever seen. In fact today X of the world's top XX hyperscalers use our optical technology. They're investing and trusting our innovation from ICE-X 400-gig and 800-gig pluggables to IP routing systems that handle petabit scale capacity. And we don't just sell to them we co-create.""
X Link 2025-12-06T18:00Z 93.5K followers, 14.4K engagements

"$WMT Exec: Agentic queries create new paths to consideration and conversion. The nature of the query string is really important like Help me find a 50-inch television under $XXX that can be delivered tomorrowthats very different than 50-inch Vizio TV if were not participating with the agent we may never come into the consideration set"
X Link 2025-12-06T21:00Z 93.5K followers, 7896 engagements

"$QCOM CEO: Qualcomm to unveil new smartphone architecture in 2026 focused on on-device context and AI agent experiences"
X Link 2025-12-07T00:00Z 93.5K followers, 9377 engagements

"$COST Director of Finance: "Net sales for the month of November came in at $23.64B an increase of XXX% from $21.87B last year. Reported comparable sales for the month were as follows: U.S. 6.0%; Canada 6.9%; Other International 11.4%; total company 6.9%; digitally enabled 16.6%. Comparable sales for the month excluding the impacts from changes in gasoline prices and foreign exchange were as follows: U.S. 5.8%; Canada 8.3%; Other International 8.0%; total company 6.4%; digitally enabled 16.3%.""
X Link 2025-12-07T16:42Z 93.5K followers, 6160 engagements

"$IBM CEO: "Thats $X trillion of CapEx. Its my view that theres no way youre going to get a return on that because $X trillion of CapEx means you need roughly $XXX billion of profit just to pay for the interest.""
X Link 2025-12-07T21:00Z 93.5K followers, 22.3K engagements

"$NFLX Q4 2013 earnings call:"
X Link 2025-12-08T05:26Z 93.5K followers, 33.3K engagements

"This week in earnings:"
X Link 2025-12-08T12:00Z 93.5K followers, 5479 engagements

"$NVDA CFO: "our focus in terms of demand and supply our supply and our demand is based on do we have POs do they have the ability to pay in terms of the capital. That is -- nothing has changed in that perspective""
X Link 2025-12-08T19:00Z 93.5K followers, 7555 engagements

"$NFLX Co-CEO Ted Sarandos on the $WBD deal: "We're super confident we're going to get it across the line and finish.It looks like today's move was entirely expected. We have a deal done and we are incredibly happy with the deal. Its great for shareholders great for consumers. We think its a great way to create and protect jobs in the entertainment industry. Were super confident were going to get it across the line. So were set"
X Link 2025-12-08T20:37Z 93.5K followers, 6463 engagements

"$AMAT CFO: ".we don't think it's only AI. We don't think that if AI demand suddenly dropped that there would be a significant change in the semiconductor equipment forecast. We don't think so""
X Link 2025-12-08T22:00Z 93.5K followers, 8012 engagements

"Marriott CFO: AI bookings could offer cost advantages over OTAs You could see a variety of scenarios where you could be doing those bookings which I would expect could potentially be cheaper than the OTAs. But again this is still in formation and for a number of players not just for Google"
X Link 2025-12-09T18:00Z 93.5K followers, 12.1K engagements

"$INTC VP: " There's clearly the uptick in traditional servers that's being driven by agentic AI and inference. I would say our advanced packaging is being driven by AI. Quite frankly our wafer business is being helped by the AI trend as well. But specific to the accelerator market and the GPU side you know we clearly have work that we need to do. I think Lip-Bu has defined a strategy that suggests the part of the market where we think we can make a difference and solve a customer problem is really on GPUs that are optimized for power for inference""
X Link 2025-12-09T19:00Z 93.5K followers, 7241 engagements

"$NFLX Co-CEO Ted Sarandos says the $WBD deal gives Netflix entry into X new verticals A full theatrical film studio with Warner Bros. production pipeline and box office distribution. A third party TV production and licensing unit selling premium series across the industry. HBO as a focused prestige brand centered on high-end series and films"
X Link 2025-12-09T20:10Z 93.5K followers, 9220 engagements

"$AMD CEO: "Our data center business has grown very nicely well ahead of the market over XX% a year for the last few years. And what we see going forward is even more exciting. accelerating growth from our lets call it XX% plus over the last few years to over XX% plus as we go forward.""
X Link 2025-12-09T22:00Z 93.5K followers, 7654 engagements

"$V Exec: Visa sees a future where AI agents shop & pay on users' behalf. This is hypothetical imagine there's a little button at the top. You hit that button and that button says shop for me. Same UI of ChatGPT a little button that says shop for me.""
X Link 2025-12-10T19:00Z 93.5K followers, 6311 engagements

"Adobe double beat CFO: "Adobe delivered another outstanding year fueled by strong global demand for our AI solutions." $ADBE: -X% AH"
X Link 2025-12-10T21:19Z 93.5K followers, 10.7K engagements

"Oracle CEO: "We are more than halfway through building XX Oracle Multicloud datacenters to be embedded throughout the Amazon Google and Microsoft clouds." $ORCL: -X% AH"
X Link 2025-12-10T21:26Z 93.5K followers, 46.3K engagements

"$ORCL Oracle CFO: "Remaining Performance Obligations (RPO) increased by $68B in Q2up XX% sequentially to $523Bhighlighted by new commitments from Meta NVIDIA and others""
X Link 2025-12-10T21:26Z 93.5K followers, 10.3K engagements