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@TheTranscript_ "$META's Q2 XX earnings call is in exactly X weeks from today: Tuning in is worth $100M+"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 19:00:09 UTC 86.7K followers, 8570 engagements

"Earnings next week: $TGT $TJX $VFC $LOW $MDT $INTU $CPRT $ROST $ADSK $WDAY $BJ $RL $VSAT $KEYS $TOL $DECK $GDS $XPEV $SNOW $ZM $ENS $DOMO $URBN $LX $AAP $ADI $TD $ARQQ $TITN $CSWI $LSPD $ZTO $TUYA $SKY $EVLV $MOD $PANW $EXP $FRGT $AMSC $HOV $AGYS $TRNS $EGHT $SB $BILI $ARBE"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-05-16 21:00:08 UTC 86.7K followers, 43.7K engagements

"Rmy Cointreau FY 24/25 results EUR YoY Sales: -XXXX% to 984.6M Operating Profit: -XXXX% to 217.0M Net profit : -XXXX% to 121.2M ".our recent performance seems to indicate that we have finally reached the bottom." $REMYF: +5% today"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-06-04 10:57:59 UTC 86.6K followers, 5159 engagements

"$JPM CEO Jamie Dimon yesterday: "Unfortunately there is complacency in the market about tariffs" Also: "I think the possibility of those higher rates are higher than anyone else thinks. If the market is pricing a XX% chance Im pricing in a XX% to XX% chance.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-11 09:00:12 UTC 86.7K followers, 19.7K engagements

"Wednesday's earnings calendar: Before Open: $ASML $ABT $PGR $ALV $TRV $PLD $FHN $WIT After Close: $AA $CSX $OZK $LGRT $HOMB $KMI $FNB $GSBC $SNV"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-04-15 21:00:07 UTC 86.7K followers, 9915 engagements

"$NVDA CEO: "AI inference token generation has surged tenfold in just one year and as AI agents become mainstream the demand for AI computing will accelerate.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-05-30 23:00:09 UTC 86.7K followers, 28.2K engagements

"Global search engine market share shows a slight decline by Google YoY: $GOOG $GOOGL $MSFT"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-09 13:46:56 UTC 86.7K followers, 14.7K engagements

"$ULVR's Full-Year 2022 growth: Overall: +9.0% Pricing: +11.3% Volume: -2.1%"
@TheTranscript_ Avatar @TheTranscript_ on X 2023-02-09 09:22:12 UTC 86.7K followers, 4961 engagements

"Johnson & Johnson raises full-year guidance on forex tailwinds & operational performance $JNJ: +1.4% Pre-Market"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 11:10:43 UTC 86.7K followers, 6039 engagements

"Banks are having a very good quarter: $MS $GS $BAC $WFC $JPM $BK $PNC $C"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 12:18:22 UTC 86.7K followers, 9999 engagements

"Buffett: "Life today is better in almost every way. Youve got to figure that you started at a pretty lucky spot just by being born when you were. Imagine staying in some cosmic waiting room for hundreds of thousands of years and then getting dropped into the present not bad timing. So I would focus on whats been good in your life rather than whats gone wrong. Yes bad things happen sometimes very bad things. But life can still be wonderful.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-05-03 15:47:50 UTC 86.7K followers, 612.2K engagements

"$META CEO: "SemiAnalysis just reported that Meta is on track to be the first lab to bring a 1GW+ supercluster online. We're actually building several multi-GW clusters""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-14 21:34:44 UTC 86.7K followers, 27.2K engagements

"$HWC CEO on tariffs: ".a quarter ago when we had this call there was clearly a disturbance in the force.of people not really knowing how to make a sense of Liberation Day. I think over the last X months poeople.have largely become desensitized to those headlines""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-19 13:30:09 UTC 86.7K followers, 9269 engagements

"$IBKR CEO: Customers are buying the dip with increasing urgency. "Also over the quarter we saw the shrinking life of market dips. Investors whether looking for securities with momentum behind them or simply worried about missing out on a rally bought the dip"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-17 22:46:46 UTC 86.7K followers, 6396 engagements

"Citi CEO Jane Fraser: "We reported another very good quarter.Markets had its best second quarter performance since 2020 with a record second quarter for Equities" $C: +0.6% Pre-Market"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-15 12:21:26 UTC 86.7K followers, 4442 engagements

"New week more earnings. Happy new week. $NXPI $LLY $SQ $KKR $AMD $PYPL $ROKU $CVS $COIN $HOOD $NILL $ATHM $TWLO $UBER $ABNB $PTON $OPEN $BKNG $QCOM $WWE $ZG $EXPE $DUK $SOFI $PFE $NXPI $EBAY $MRNA $EPD $CNA $GT $APA $MELI"
@TheTranscript_ Avatar @TheTranscript_ on X 2022-10-31 11:05:36 UTC 86.7K followers, XX engagements

"BlackRock: "$152B of YTD total net inflows led by a record H1 for iShares ETFs alongside private markets & cash net inflows $68B of quarterly total net inflows reflect impact of a single institutional client's $52B lower-fee index partial redemption" $BLK"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-15 10:45:56 UTC 86.7K followers, 4348 engagements

"Brown-Forman CEO last month: "I had not heard this before this is in the US last twelve months XX% of the dollar growth in spirits has been through the $375ml and the XX ml so the small sizes that's unusual to say the least." $BF"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-19 17:00:10 UTC 86.7K followers, 8286 engagements

"$BAC: "Net charge-offs of $1.5B were flat to 2Q24 and 1Q2""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 11:04:25 UTC 86.7K followers, 3634 engagements

"$JPM CEO & CFO banter over financial calculators & compounding returns: CEO: "I had Jeremy do this number one point if you compounded at XX% for XX years. youd have a good chunk of the GDP of the U.S." CFO: I always have to go put new batteries in my HP 12C when you ask me that question." Analyst: "Jeremy I'm glad you're still using HP 12c" CEO: "He just uses his big brain. He doesn't need the 12c.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 23:00:10 UTC 86.7K followers, 10.6K engagements

"Fastenal double beat CEO: "2Q25 net sales were +8.6% largely reflecting contribution from improved customer contract signings over the last six quarters. Market conditions remained sluggish providing minimal contribution." $FAST: +5% Pre-Market"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-14 12:12:58 UTC 86.7K followers, 10.5K engagements

"Next week in earnings: $WMT $BABA $DE $AMAT $CSCO $JD $NTES $HMC $DAL $SE $TTWO $CYBR $UA $NRG $MGA $CSIQ $EXEL $IGT $DOCS $PERI $DLO $NRGV $DXC $CAVA $FOXA $RMD $TME $NICE $DT $CPRX $FLO $SMR $DDD $MNDY $ACHR $NU $ARCO $PSFE $INVZ $RNA $GLOB $PNNT $SRAD $HTZ $CHGG $MMP $OKLO"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-05-09 20:00:09 UTC 86.7K followers, 45.6K engagements

"The Q2 '25 earnings season kicks off next week led by the big banks: $JPM $BLK $ASML $GS $NFLX $JNJ $AXP $ELV $PEP $MS $TRV $PNC $MTB $CTAS $BAC $WFC $STT $C $BK $MMC $UAL $ACI $FAST $SLB $MMM $ABT $ERIC $USB $TCBI $RF $FHN $SLP $EQBK $FNB $OZK $HWC $SCHW $ALV $CMA $ALLY"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-11 20:00:09 UTC 86.7K followers, 25.3K engagements

"$ASML CEO: "Quarterly net bookings in Q2 of XXX billion of which XXX billion is EUV""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 09:00:11 UTC 86.7K followers, 12.2K engagements

"$NFLX: Our Q2 revenue increased by XX% year over year (17% cc ). Year-over-year revenue growth was primarily a function of more members higher subscription pricing and increased ad revenue. All regions experienced healthy year-over-year revenue growth""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-17 22:48:52 UTC 86.7K followers, 5703 engagements

"Evolution Gaming @Evo_global H1 2025 results EUR YoY Net revenues: +3.5% to 1.05B EBITDA: -XXX% to 687.2M Profit for the period: -XXX% to 503.0M EBITDA margin: XXXX% 2024: XXXX% $EVO"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-17 06:19:38 UTC 86.7K followers, 6000 engagements

"$SAP CEO: "I'm first of all very happy that Philipp our CTO had a conviction to say 'Christian let's not acquire and jump on the hype of LLMs and SAP needs to have an own LLM.' They are becoming now heavily commoditized. We invested into our own AI foundation and now these AI agentsit's not like that you know we develop an agent and suddenly they do magic.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-13 17:00:02 UTC 86.7K followers, 10.8K engagements

"$JPM CEO: "So if you look at financial services very often it's the new products that blow up. It takes a while they haven't been through a cycle. You had that with equities way back in 1929 with options with equity derivatives with mortgages even with Ginnie Mae.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-17 19:00:02 UTC 86.7K followers, 13.1K engagements

"JPMorganChase double beat CEO: "We reported another quarter of strong results generating net income of $15B or net income of $14.2B excluding a significant item." $JPM"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-15 10:39:51 UTC 86.7K followers, 4492 engagements

"A rich week in earnings next week with Alphabet Coca-Cola Intel and Tesla among those reporting: $GOOGL $TSLA $NOW $IBM $HON $TXN $NEE $CME $PG $KO $LMT $APH $TMO $RTX $ROP $DPZ $NXPI $FISV $CB $T $SAP $FCX $CNP $VZ $INTC $ORLY $URI $CCI"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-18 20:08:29 UTC 86.7K followers, 33.5K engagements

"Costcos June 2025 sales: Sales: +8.0% YoY to $26.44B Comp Sales: +5.8% YoY (Ex-Gas & FX: +6.2% YoY) E-comm Sales: +11.5% YoY (Ex-Gas & FX: +11.2% YoY) $COST"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-10 11:13:36 UTC 86.7K followers, 29.3K engagements

"Veeva Systems CEO: "I consider this our best first quarter ever." $VEEV: +11% AH"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-05-28 20:10:34 UTC 86.7K followers, 6901 engagements

"Ross Stores CEO: "Given the varying nature of tariff announcements we are only providing an outlook for Q2 XX at this time & are withdrawing our previously provided annual sales and earnings guidance." $ROST: -XX% AH"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-05-22 20:15:21 UTC 86.7K followers, 17.6K engagements

"Alphabet CFO on Google Cloud: "Revenue increased by XX% to $12.3B in Q1 XX reflecting growth in GCP across core & AI products at a rate much higher than the overall cloud revenue growth rate.operating income increased to $2.2B and operating margin increased from XXX% to 17.8%""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-04-24 21:01:56 UTC 86.7K followers, 23.9K engagements

"$AXP CFO: "We acquired 3.1M new cards in Q2 within the range of recent quarters.Starting this quarter we are breaking out the number of cards we acquired by segment.we've acquired about 1.5M new cards per quarter in the U.S. consumer business over the past few quarters.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-19 12:00:08 UTC 86.7K followers, 8257 engagements

"Even with Q2 wrapping up today and Q3 kicking off tomorrow it's a surprisingly quiet week for earnings. $QMCO $STZ $UNF $PRGS $FC $MSM $GBX $ZENV"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-06-30 13:26:25 UTC 86.7K followers, 16.3K engagements

"$GS CEO on how they are using AI: "Last month we rolled out our natural language GS AI Assistant to the entire firm the first generative AI-powered tool to reach the scale allowing for safe secure & responsible access to firm-approved external LLMs. We recently began collaborating with Cognition Labs and are piloting the usage of Devin an autonomous generative AI agent designed to transform the way we build maintain & develop software with risk oversight and supervision of our engineers.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-18 23:00:02 UTC 86.7K followers, 20.2K engagements

"$BAC CEO: "So far this year we have supplied more capital to our businesses and returned XX percent more capital to shareholders in the first half of this year than last year"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 11:02:53 UTC 86.7K followers, 3752 engagements

"Brunello Cucinelli CEO: "The first half of this year has ended with excellent results.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-10 20:55:54 UTC 86.7K followers, 7878 engagements

"Bank of New York Mellon CEO: ".a strong performance in the second quarter. Total revenue was up X% Y/Y and for the first time exceeded $5B in a quarter." $BK: +2.4% Pre-Market"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-15 10:48:09 UTC 86.7K followers, 4400 engagements

"$ASML CFO: "Q2 net system bookings came in at 5.5B which is made up of 2.3B of EUV and 3.2B of non-EUV. Net system bookings in the quarter were weighted towards Logic at XX% of the bookings while Memory accounted for the remaining 16%.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 14:52:17 UTC 86.7K followers, 5370 engagements

"Jamie Dimon and co kick off the Q2 earnings season tomorrow: Before Open: $JPM $C $BLK $WFC $STT $BK $ANGO $ACI $ERIC After Close: $JBHT $OMC $HWC $KMTS $WAFD $PNFP $FULT"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-14 21:00:11 UTC 86.7K followers, 10.7K engagements

"Interactive Brokers Group CEO: "We saw strong account growth as we added more investors to our platform. This quarter we added 250k net new accounts bringing our year-to-date total to over 528k more than we added in all of 2023." $IBKR: +5% After-Hours"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-17 22:40:12 UTC 86.7K followers, 17.2K engagements

"Fastenal: Customer sentiment remains favorable but uncertainty related to the rapidly changing tariff environment continues to cause concern. Manufacturing end markets outperformed due to growth with key account customers $FAST"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-14 12:17:24 UTC 86.7K followers, 18.9K engagements

"$ASML CEO & CFO: "I think long term the semiconductor market remains very strong. And I think a lot of people say that AI is really a great opportunity. We have seen again the fundamentals around AI to be very very strong.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-19 23:00:12 UTC 86.7K followers, 12.9K engagements

"Tomorrow's earnings: Before Open: $VZ $DPZ $CLF $ROP $RYAAY $DX $HBT After Close: $NXPI $STLD $AGNC $CCK $CALX $AGYS $WRB $MEDP $ARE $BOKF"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-20 20:23:13 UTC 86.7K followers, 10.8K engagements

"AI-optimized concrete is here: "Using AI we can optimize our specialized concrete formulations for data center requirements." $AMRZ $META"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 14:36:35 UTC 86.7K followers, 4634 engagements

"It's TSMC and Netflix's day tomorrow: Before Open: $TSM $GE $PEP $CTAS $TCBI $USB $NVS $ELV $ABT $TRV $MAN After Close: $NFLX $IBKR $MRTN $WAL $WIT $MCB $FNB $OZK"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 21:00:13 UTC 86.7K followers, 12.7K engagements

"General Mills CEO: "Our number one goal in FY XX is to restore volume-driven organic sales growth." FY XX Results: Net Sales: -X% to $19.5B Operating Profit: -X% to $3.3B Net profit: -X% to $2.3B $GIS: -X% Pre-Market"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-06-25 12:33:20 UTC 86.7K followers, 4841 engagements

"Netflix CFO: "As you saw in the letter we increased our full year revenue guidance to $44.8B to $45.2B up about $1B at the midpoint while FX is the primary driver were also seeing strength in our underlying business." $NFLX: -X% AH"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-17 22:19:51 UTC 86.7K followers, 4786 engagements

"$BDN CEO: "60% of pharma patents are cliff vesting in the next five to XX years. So there's a huge push by pharma companies to invest capital into the life science particularly cell and gene therapy sectors to try and grow their patent pipeline over the next few years.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-18 18:00:09 UTC 86.7K followers, 7624 engagements

"$BLK CEO: "We surpassed the fundraising target for GIPs fifth flagship raising $XXXX billion and delivering the largest-ever client capital raise in a private infrastructure fund.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-15 10:44:25 UTC 86.7K followers, 5458 engagements

"American Express CEO: "Our second-quarter results continued the strong momentum we have seen in our business over the last several quarters with revenues growing X% YoY to reach a record $17.9B." $AXP"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-18 13:57:30 UTC 86.7K followers, 3934 engagements

"$JPM CEO Jamie Dimon laying out what a fortress balance sheet looks like: " .the fortress balance sheet is that you run a company serving clients well you have good margins good liquidity good capital.I don't upfront profits when I can spread them over time.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 20:57:54 UTC 86.7K followers, 20.7K engagements

"$NFLX CO-CEO on gaming: "Weve seen positive proof points in gaminglicensed games like GTA and developed games like Squid Game Unleashed. The TAM is very large. Were disciplined about not investing too far ahead of our ability to translate that investment into value. ""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-18 15:15:01 UTC 86.7K followers, 14.8K engagements

"$AA Alcoa: +2% AH: "Sequentially the results reflect lower alumina and aluminum prices & increased tariff costs on imported aluminum.For Q3 XX the Aluminum segment expects sequential unfavorable impacts of $90M due to U.S. Section XXX tariffs on imports of aluminum from Canada""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 20:51:04 UTC 86.7K followers, 4402 engagements

"BlackRock CEO: "We generated X% organic base fee growth for the second quarter and the first half of 2025 and X% over the last twelve months." $BLK: -X% Pre-Market"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-15 10:43:44 UTC 86.7K followers, 10.1K engagements

"$GS CIO: Agentic AI will become baseline infrastructure "This shift will require even the most junior employees and individual contributors to master three foundational management skills: describing a task clearly delegating it effectively to an AI agent and supervising the results. ""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-11 17:00:15 UTC 86.7K followers, 15.1K engagements

"Last XX months of US CPI: 2024: Jun: XXX% Jul: XXX% Aug: XXX% Sep: XXX% Oct: XXX% Nov: XXX% Dec: XXX% 2025: Jan: XXX% Feb: XXX% Mar: XXX% Apr: XXX% May: XXX% Jun: 2.7%"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-15 12:31:36 UTC 86.7K followers, 10.4K engagements

"Morgan Stanley double beat with IB revenues down X% CEO: ".another strong quarter" $MS: -XXX% Pre-Market"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 12:16:00 UTC 86.7K followers, 3557 engagements

"$GS CEO on stablecoins: ".There are a handful of places where there could be an interesting opportunity for us potentially around funding.so we've got a very significant group of people at the firm that are really deeply focused on watching the evolution of this""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-17 23:00:02 UTC 86.7K followers, 7496 engagements

"$META CEO on Super Intelligence: "I just think we should bet & act as if it's going to be ready in the next X to X years.if that's what you believe then you're going to invest hundreds of billions of dollars in building up the compute & whatever it takes to build out the strongest team in the industry.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 17:00:22 UTC 86.7K followers, 19.9K engagements

"American Express CEO: "Based on our strong performance year to date we are reaffirming our full-year guidance for revenue growth of X to XX percent and EPS of $XXXXX to $15.50" $AXP: -X% today"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-18 13:58:30 UTC 86.7K followers, 4573 engagements

"United Airlines: "Beginning in early July United has seen a sequential X point acceleration in demand and a double-digit acceleration in business demand versus the second quarter." $UAL:"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 20:47:02 UTC 86.7K followers, 7331 engagements

"$MSFT Github CEO: "If you fear that your job is going to be replaced because AI can do it then the best path out of that is to become the expert in using the AI system. Theres always going to be a human that orchestratesthat is the conductor of all these AI agents.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-20 15:15:01 UTC 86.7K followers, 14.1K engagements

"$LRCX Bernstein Analyst in conference call with Lam Research CEO: ".what's the risk of further export controls.could our new President wake up one morning & after eating a bad burrito or something decide to cut everything off.I wish I could say I thought that risk was non-zero""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-05-31 20:00:11 UTC 86.7K followers, 10.4K engagements

"Alphabet reporting earnings next week: $GOOG $GOOGL"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-20 10:25:11 UTC 86.7K followers, 13.5K engagements

"$HPQ HP CEO: "By the end of June we now expect literally all of our products sold in North America will be built outside of China significantly accelerating our previous plan. However it takes time and investment to fully mitigate such impacts.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-06-05 17:00:05 UTC 86.7K followers, 7589 engagements

"$GS CEO: "During the quarter we priced XX IPOs for clients around the globe including Circle Chime eToro and HDB Financial Services which have performed well in the secondary market. ""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-17 17:00:05 UTC 86.7K followers, 7224 engagements

"$PLD Prologis CEO: "I think of leasing as having three components. One is renewal leasing and that tends to be very very strong in times of higher uncertainty because the best easiest decision to do is to make what you have and just kick the can down the road until you really have to make the decision. So that part of our business is much stronger than normal""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-18 19:00:03 UTC 86.7K followers, 8098 engagements

"Carlyle Group CFO: "So the teams are busy. In fact I think if you look at IPO market the last couple of quarters among large-cap sponsors we had XX% of the market. So I think we're a bit of an outlier in terms of realizations." $CG"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-06-24 18:00:01 UTC 86.7K followers, 8738 engagements

"ASML Q2 XX results YoY: Total net sales: +23.2% to 7.7B Net income: +45.1% to 2.3B Gross margin: XXXX% +220bps Net bookings: -XXX% to 5.5B New lithography systems sold: -XXXX% to XX units FY XX sales expected to grow XX% YoY with XX% gross margin $ASML"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 05:18:17 UTC 86.7K followers, 52.9K engagements

"On buybacks: $WFC CEO: "We don't feel like we need to deploy all this capital immediately. but that does create more opportunity to buy stock back." $JPM CEO: "I dont like buying back the stock at almost 3x tangible book" $C CEO: "We are well-positioned to continue to increase the return of capital to our shareholders through buybacks which is a priority for us." $BK CFO: "We plan to continue repurchasing common shares under our existing share repurchase program.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-18 17:00:05 UTC 86.7K followers, 49K engagements

"Prologis CEO: "Our leasing pipeline has reached historically high levels and what we're hearing from customers especially the larger ones is clear: they're planning engaging and increasingly ready to act" $PLD: +2% Pre-Market"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 12:19:50 UTC 86.7K followers, 3870 engagements

"$NFLX CPO: ".we're carefully watching consumer sentiment in the broader economy. But at this point really nothing significant to note in the metrics and the indicators that we get directly through the business. Those are retention that remains stable and industry-leading. There have been no significant shifts in plan mix or planned take rate""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-20 20:00:06 UTC 86.7K followers, 7221 engagements

"$GS CEO: "A narrowed range of outcomes on trade and the overall economy has helped CEO confidence and increased their willingness to transact""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-18 16:14:00 UTC 86.7K followers, 6194 engagements

"Fed Governor Waller: "My purpose this evening is to explain why I believe that the FOMC should reduce our policy rate by 25bps at our next meeting.we should not wait until the labor market deteriorates before we cut the policy rate""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-18 09:00:02 UTC 86.7K followers, 8058 engagements

"Friday in earnings: $MMM $AXP $SLB $SCHW $CMA $ALLY $RF $HBAN $TFC"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-17 22:51:53 UTC 86.7K followers, 7211 engagements

"$NFLX Co-CEO: Ad business nearly doubles and exceeds expectations The US upfront is nearly complete. Weve closed the large majority of deals with major agencies generally in line or slightly better than our targets""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-17 22:20:23 UTC 86.7K followers, 4716 engagements

"Clear CEO: "I used to tell our management teams when I was an investor you should just lever up and buy back stock. I don't know why you're not more levered. The optimal capital structure is X. When you run the business and you're responsible for all the employees and you're wanting to invest in the business or leave cash on the balance sheet for potential M&A or whatever levering up doesn't necessarily feel like the great thing""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-10 18:00:01 UTC 86.7K followers, 12.8K engagements

"$BLK CEO: "Europe is just starting to launch the same type of growth rates that we saw in the U.S. in terms of ETF adoption IShares is about $1T in Europe with XX% market share.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-15 12:53:40 UTC 86.7K followers, 4460 engagements

"Some of the companies reporting next week are: M: $DUK $SPG $TSN $COTY T: $TTD $EA $FOXA $HRB W: $DIS $TM $BAYRY $SFTBY $ALIZY T: $BABA $NINOY $TPR $MSI F: $HMC $KDDI $UNICY $TOSYY $MZDAY"
@TheTranscript_ Avatar @TheTranscript_ on X 2022-05-07 20:48:50 UTC 86.6K followers, XX engagements

"$SHAK CFO: "we kinda had a a great moment around our Dubai chocolate shake. We had put that in place late in April and it was you know only in XX shacks. We only had a limited number of XX shacks. We only had XX per day. And we sold out of it you know kind of immediately in almost every single shack""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-12 15:15:01 UTC 86.7K followers, 18.1K engagements

"TSMC Q2 2025 results NTD YoY: Net revenue: +38.6% to 933.8B Operating income: +61.7% to 463.4B Operating margin: +7.1pp to XXXX% Net profit: +60.7% to 398.3B Net profit margin: +5.9pp to XXXX% EPS: +60.7% to NTD XXXXX $TSM $TSMC"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-17 06:26:12 UTC 86.7K followers, 22.8K engagements

"8. Samsonite is firing on all cylinders: "So our first half sales up close to XX% to last year. Importantly up XXXX% to 2019. And it's really around international travel continuing to recover" - $SMSEY CEO"
@TheTranscript_ Avatar @TheTranscript_ on X 2023-08-27 20:48:56 UTC 86.7K followers, XXX engagements

"Conferences this week: $MSFT $V $MA $INTC $QCOM $AMD $MU $NOW $EXPE $FTNT $ZI $ANET $ON $EXTR $ACLS $APOG $OTEX $SEMI $ASTR $FLXS $HHC $PAY $GTES $ERII $GRNT $POWI $HBB $LFUS $AIP $CALX $DIOD $MLR $CECO $LINC $FBRT $GRBK $VLN $MTW $AE"
@TheTranscript_ Avatar @TheTranscript_ on X 2024-08-26 12:00:19 UTC 86.6K followers, 11.8K engagements

"J.B. Hunt Transport double beat "Overall demand for our intermodal service remained steady despite market volatility surrounding global supply-chains and trade patterns." $JBHT: -X% AH"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-15 20:23:03 UTC 86.7K followers, 4769 engagements

"$DVN Devon Energy CEO on what their North Star is: "What's the North Star what are we focused on what are we driving for. For us sustainable free cash flow durable sustainable free cash flow is what we're driving towards. We are clear on that""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-06 20:00:02 UTC 86.7K followers, 13.1K engagements

"$AA CEO: "So while we're not particularly thrilled with the tariffs our customers are paying significantly higher prices for aluminum in the United States than they would pay anywhere else in the world""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-19 18:00:02 UTC 86.7K followers, 9113 engagements

"$ETN Eaton CEO: "Hyperscale customers alone expect to spend almost $300B in CapEx in 2025 +30% YoY.the data center construction build rate doubled between '23 & '24.any notion that this market will slow down is simply not consistent with any of the data that we're seeing""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-02-01 00:00:05 UTC 86.7K followers, 44.8K engagements

"PNC Financial Services CEO: "The strength of our franchise resulted in strong loan and revenue growth even through an uncertain macro environment while expenses remained well-controlled." $PNC: +2% Pre-Market"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 11:14:46 UTC 86.7K followers, 3708 engagements

"$JPM CEO Jamie Dimon invested $60M (half his net worth) on joining Bank One as CEO back in 2000: "I wanted 'em to know I was in XXX% lock stock and barrel. There was no questionI would never sell that stock & I'm gonna go down with the ship or go up with the ship""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 19:31:42 UTC 86.7K followers, 149.4K engagements

"$ASML CFO: "We did quite some share buyback this year. In the last quarter we did 1.4B worth of shares we purchased back from the market. In terms of dividends in Q2 we paid the final dividend for the last fiscal year at an amount of XXXX. That got the total dividend for 2024 to XXXX. For Q3 we expect to pay our first interim dividend at an amount of XXXX. We expect that to be payable by August the 6th.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-20 18:00:08 UTC 86.7K followers, 13.1K engagements

"$MSFT CPO: Don't bet against continued technological progress"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-13 23:00:10 UTC 86.7K followers, 9783 engagements

"Looks like Google isn't dead yet: $GOOG $GOOGL $MSFT"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-09 18:00:14 UTC 86.6K followers, 50.3K engagements

"Goldman Sachs double beat CEO: "Our strong results for the quarter reflected healthy client activity levels across our businesses.At this time the economy and markets are generally responding positively to the evolving policy environment." $GS: +1% Pre-Market"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 12:11:14 UTC 86.7K followers, 3501 engagements

"Levi CFO: "Given our strong H1 and continued momentum across the businessand despite higher tariffswe are raising our full-year revenue and EPS expectations." $LEVI: +7% AH"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-10 20:54:42 UTC 86.7K followers, 9922 engagements

"This week's newsletter is out. The main theme is the Fed as fire inflation fighters. With quotes from $BLK $GS $NTIC $VWAGY $NKE $BBBY $COST $LEVI $PKE $MU $MSM $SOIEF $WDFC $EOG $SCHN $MA $MTY @RaphaelBostic $PAYX $HELE Enjoy"
@TheTranscript_ Avatar @TheTranscript_ on X 2022-07-11 12:38:12 UTC 86.7K followers, XX engagements

"Friday's earnings $FUBO $XOM $CVX $CI $APO $AES $ETN $SHEL $WEN $MGA $CBOE"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-05-01 21:30:24 UTC 86.7K followers, 5409 engagements

"Some banter from the Bank of New York Melon Call: Mike Mayo: "No good deed goes unpunished. I know you talked about organic growth." $BK CEO: "You could make that one of your punch lines Mike. I know you've trademarked the world's worst oligopoly but that one you can put in trademark as well.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 16:12:54 UTC 86.7K followers, 4664 engagements

"Kinder Morgan CEO: "A well-respected energy analyst recently noted that its shaping up to be an incredible year for U.S. LNG growth with record levels of feedgas demand and exports." $KMI: +0.1% AH"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 20:35:48 UTC 86.7K followers, 5157 engagements

"The Q2 '25 earnings season kicks off this week led by the big banks: $JPM $BLK $ASML $GS $NFLX $JNJ $AXP $ELV $PEP $MS $TRV $PNC $MTB $CTAS $BAC $WFC $STT $C $BK $MMC $UAL $ACI $FAST $SLB $MMM $ABT $ERIC $USB $TCBI $RF $FHN $SLP $EQBK $FNB $OZK $HWC $SCHW $ALV $CMA $ALLY"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-14 11:00:11 UTC 86.7K followers, 44.8K engagements

"NXP Semiconductors CEO: ".Q1 XX results and guidance for Q2 XX underpin a cautious optimism that NXP continues to effectively navigate through a challenging set of market conditions" +CEO to retire at the end of 2025. $NXPI: -XXX% AH"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-04-28 21:02:54 UTC 86.7K followers, 6349 engagements

"On AI demand: $TSM TSMC CEO: "We also see AI demand continuing to be strong." $ASML CEO: "Looking at 2026 we see that our AI customers' fundamentals remain strong." $SLG CEO: "The AI & tech demand in Midtown South is just starting to get revved up.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-20 23:00:02 UTC 86.7K followers, 9052 engagements

"General Mills CEO: "As we head into fiscal XX we expect the operating environment will remain volatile with consumers pressured by widespread uncertainty from tariffs global conflicts and changing regulations" $GIS:"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-06-25 12:35:22 UTC 86.7K followers, 4826 engagements

"$DVN Devon Energy CEO lightheartedly deflects macro talk with some Thunder pride: "It's exciting. I mean in a place like New York the Knicks could win the whole thing and it's maybe the seventy-fifth most important thing going on in the city at one time. In Oklahoma City I mean that's really a big deal and I love it for the community. I love it for the state.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-06-24 15:31:38 UTC 86.7K followers, 4538 engagements

"AI in practice at Netflix: "Using AI-powered tools they were able to achieve an amazing result with remarkable speed and in fact that VFX sequence was completed 10x faster than it could have been completed with visual traditional VFX tools and workflows" $NFLX"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-19 20:29:59 UTC 86.7K followers, 9971 engagements

"$CSU Constellation Software Founder Mark Leonard identifies AI as one of the things taking a big chunk of his time currently: "So the search around adjacencies of one form or another has been a big chunk of time. Monitoring what's going on in AI is a big chunk of time. The experiment of purchases putting organic growth as a much bigger component of the bonus system and having profitability be a much smaller component of the compensation system is one I'm fascinated by and trying to get rolled out.Those are things I am thinking about""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-05-13 16:23:14 UTC 86.7K followers, 4941 engagements

"BYD Sales June 2025: NEVs (New Energy Vehicles): +12% YoY to 382585 units BEVs (Battery Electric Vehicles): +42.5% YoY to 206884 units YTD 2025: NEVs: +33.04% YoY to 2145954 units BEVs: +40.9% YoY to 1023381units $BYDDY"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-01 14:58:28 UTC 86.7K followers, 18.4K engagements

"This week in earnings: $WMT $BABA $DE $AMAT $CSCO $JD $NTES $HMC $DAL $SE $TTWO $CYBR $UA $NRG $MGA $CSIQ $EXEL $IGT $DOCS $PERI $DLO $NRGV $DXC $CAVA $FOXA $RMD $TME $NICE $DT $CPRX $FLO $SMR $DDD $MNDY $ACHR $NU $ARCO $PSFE $INVZ $RNA $GLOB $PNNT $SRAD $HTZ $CHGG $MMP $OKLO"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-05-12 11:00:08 UTC 86.7K followers, 9730 engagements

"Wednesday's earnings are led by Meta and Microsoft: Before Open: $HUM $ETSY $CAT $IP $GEHC $GNRC $ADP $GRMN $NCLH $EXTR $HES $VMC After Close: $META $MSFT $QCOM $HOOD $ALB $KLAC $AGI $GRBK $EBAY $MET $NLY"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-04-30 03:10:24 UTC 86.7K followers, 9583 engagements

"$BLK CEO: "All the medical evidence suggests that those who are working and have a purpose actually live even longer than those who retire quite young""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-15 23:00:11 UTC 86.7K followers, 16.3K engagements

"$C CitiGroup CEO on stablecoins: "We are looking at the issuance of a Citi stablecoin. But probably most importantly is the tokenized deposit space where we're very active and then also providing custodial solutions for crypto assets.""
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-16 15:15:08 UTC 86.7K followers, 8141 engagements

"Tomorrow's earnings party includes ASML Morgan Stanley Bank of America & Goldman Sachs: Before Open: $ASML $BAC $GS $PNC $JNJ $PLD $MTB $MS $SDVKY After Close: $UAL $KMI $AA $MCRI $SNV $SLG $BANR $GSBC $HOMB"
@TheTranscript_ Avatar @TheTranscript_ on X 2025-07-15 21:00:19 UTC 86.7K followers, 13.8K engagements