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@allday_stocks Avatar @allday_stocks alldaystocks | 24/7 Market News

Several companies have recently reported strong quarterly earnings, including technology and energy firms. Notable mentions include $AMD, $LYFT, $APPL, and $FIG, which have all seen significant growth and raised their full-year outlook. Additionally, $TSLA and $INTC have made headlines with potential collaborations, and $SLSR has announced a promising project with a $XXX billion NPV.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies #6736 countries XXXX% fashion brands #3762 automotive brands XXXX% currencies XXXX% exchanges XXXX% social networks XXXX%

Social topic influence strong #2122, flow #1195, cash flow #40, target 5.86%, $avgo #105, ai 3.77%, $gme #1350, gme #644, $lulu #132, oracle #511

Top accounts mentioned or mentioned by @1coastaljournal @tenaglia_john

Top assets mentioned Broadcom, Inc. (AVGO) GameStop, Corp. (GME) Lululemon Athletica Inc (LULU) RH (RH) CRH Public Limited Company (CRH) Astera Labs, Inc. Common Stock (ALAB) Novo-Nordisk (NVO) Goldman Sachs (GS) NVIDIA Corp. (NVDA) Braze, Inc. Class A Common Stock (BRZE) Bitcoin (BTC) Oracle Corporation (ORCL) Fluidity (FLY) Coherent Inc (COHR) Snowflake, Inc. (SNOW) Ares Protocol (ARES) RAI Finance (SOFI) Ulta Beauty Inc (ULTA) Carvana Co. (CVNA) AeroVironment, Inc. (AVAV) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Freshpet, Inc. (FRPT) KE Holdings Inc. American Depositary Shares (BEKE) Planet Labs PBC (PL) Clearwater Analytics Holdings, Inc. (CWAN) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Topgolf Callaway Brands Corp. (MODG) Sarepta Therapeutics, Inc. (SRPT) Vertiv Holdings Co (VRT) Alnylam Pharmaceuticals, Inc. (ALNY) Strategy (MSTR) Comfort Systems USA, Inc. (FIX) LKQ Corporation (LKQ) Mohawk Industries, Inc. (MHK) Confluent, Inc. Class A Common Stock (CFLT) Marvell Technology Inc (MRVL) Kymera Therapeutics, Inc. Common Stock (KYMR) Galaxy Digital Inc. (GLXY) CLEANSPARK INC (CLSK) IREN Limited (IREN) Data Lake (LAKE) Taiwan Semiconductor (TSM) GE Vernova Inc. (GEV)

Top Social Posts

Top posts by engagements in the last XX hours

"$KMTS Kestra Medical Q2: Strong Growth Wider Losses Guidance Raised Revenue: $22.6M (+53% YoY) ASSURE Prescriptions: 4696 (+54% YoY) Gross Margin: XXXX% (prev. 39.6%) GAAP Net Loss: $32.8M Adj. EBITDA: $19.7M Cash: $175M Equity Offering: $148M net proceeds FY26 Guidance: Raised to $91M revenue (+52% YoY) 💬 Strong top-line momentum and margin improvement but losses remain elevated"
X Link 2025-12-11T21:04Z 2322 followers, XXX engagements

"$WB Weibo Q2 2025 Earnings Beat on Strong Ad Margins via Revenue $444.8M (+2% Y/Y) driven by $383.4M ad revenue (+2% Y/Y) Alibaba-related ad revenue +10% Y/Y to $35.7M VAS revenue $61.4M (-2% Y/Y) Operating income $145.6M (+8% Y/Y) margin XX% Net income $125.7M ($0.48/sh) vs $111.9M ($0.43/sh) Y/Y MAUs 588M DAUs 261M Cash & ST investments $2.11B Shares +4.18% pre-market"
X Link 2025-08-14T09:20Z 2312 followers, XXX engagements

"📈 Pre-Market Movers November XX 2025 Top Gainers $BILL Bill Holdings +12.07% $IHS IHS Holding +9.51% $ONON On Holding AG +8.48% $CAE CAE Inc. +7.91% $CWAN Clearwater Analytics +7.88% $ENLT Enlight Renewable Energy +7.26% $GLPI Gaming & Leisure Properties +6.91% $LOAR Loar Holdings +6.34% $EWTX Edgewise Therapeutics +6.04% $LIF Life360 +5.69% $ALC Alcon +5.62% $GFS GlobalFoundries +5.31% $AMD Advanced Micro Devices +5.29% $MH McGraw Hill +5.08% Top Losers $NNNN Anbio Biotechnology XXXX% $LB LandBridge Company XXXX% $HBM Hudbay Minerals XXXX% $GFI Gold Fields XXXX% $TDG TransDigm Group 4.03%"
X Link 2025-11-12T12:22Z 2318 followers, XXX engagements

"📊 After-Hours Movers November XX 2025 🔼 Gainers $FLY Firefly Aerospace +16.2% $CLBT Cellebrite +10.4% $FRME First Merchants +8.6% $FLUT Flutter Entertainment +7.3% $CSCO Cisco Systems +4.1% $BEAM Beam Therapeutics +3.7% $AMCR Amcor +3.4% $GRAL GRAIL +2.9% $EXK Endeavour Silver +2.7% $KMPR Kemper +2.5% 🔻 Losers $WBTN Webtoon Entertainment XXXX% $BTDR Bitdeer XXX% $ASND Ascendis Pharma XXX% $DLO dLocal XXX% $GFF Griffon XXX% $YPF YPF S.A. XXX% $SPOT Spotify XXX% $MFC Manulife Financial XXX% $ESS Essex Property XXX% $TTEK Tetra Tech 2.1%"
X Link 2025-11-12T21:20Z 2308 followers, XXX engagements

"$MODG Topgolf +8.5% in talks to be sold to private-equity firm Leonard Green per WSJ"
X Link 2025-11-14T16:11Z 2310 followers, XXX engagements

"After-Hours Movers November XX Top Gainers $AXTA Axalta Coating Systems +18.59% $JHX James Hardie Industries +10.96% $MODG Topgolf Callaway Brands +4.78% $XP XP Inc. +3.31% $ONC BeOne Medicines +2.85% $CNTA Centessa Pharmaceuticals +2.56% $CWAN Clearwater Analytics +2.51% $ATGE Adtalem Global Education +2.37% $PTEN Patterson-UTI Energy +2.25% $PRMB Primo Brands +2.24% $GT Goodyear Tire & Rubber +2.02% $ZION Zions Bancorp +2.00% $CRNX Crinetics Pharma +1.95% $RUM Rumble +1.90% $HNGE Hinge Health +1.86% Top Losers $HP Helmerich & Payne -XXXX% $GRAL Grail Inc. -XXXX% $NUVL Nuvalent -XXXX% $DOCS"
X Link 2025-11-17T22:36Z 2310 followers, XXX engagements

"$WB Weibo Delivers Mixed Q3 (In-Line EPS Slight Revenue Beat) Revenue: $442.3M (Est. $440.7M) 🟢 EPS (Non-GAAP): $XXXX (In-line) Advertising revenue: $375.4M (6% Y/Y) VAS revenue: $66.9M (+2% Y/Y) MAUs: 578M; DAUs: 257M Cash & equivalents: $2.04B Operating cash flow: $200M 💬 Advertising softness continues while user metrics and cash flow remain solid"
X Link 2025-11-18T11:05Z 2309 followers, XXX engagements

"Overnight Movers After Thanksgiving Fri Nov XX 🔼 Top Gainers $CHA Chagee Holdings +4.30% $WELL Welltower +4.19% $COHR Coherent +3.85% $GME GameStop +3.50% $COCO Vita Coco +3.39% 🔽 Top Losers $GDS GDS Holdings XXXX% $CE Celanese XXXX% $ADC Agree Realty XXXX% $UTHR United Therapeutics XXXX% $SRPT Sarepta Therapeutics 2.86%"
X Link 2025-11-28T05:39Z 2317 followers, XXX engagements

"$TTWO Arete Research upgrades Take-Two Interactive to Buy with a $XXX PT upside XX% from $245"
X Link 2025-12-01T10:02Z 2309 followers, XXX engagements

"$GLEN Glencore Capital Markets Day Highlights Alumbrera copper mine restart planned: operations resume Q4 2026 first production H1 2028 Copper-equivalent production expected to grow X% CAGR (20262029) Industrial operating structures optimized and streamlined Company exploring value-accretive partnering/investor options to reduce financial + operational risk in selected projects Clear pathway for base copper business to exceed 1M tonnes/year by end-2028 Long-term target: 1.6M tonnes by 2035"
X Link 2025-12-03T12:07Z 2309 followers, 1402 engagements

"$SNOW Snowflake Q3 FY26 Results Revenue: $1.21B (no estimate provided) Product Revenue: $1.16B Net Revenue Retention: XXX% Customers $1M Product Revenue: XXX Forbes Global 2000 Customers: XXX RPO: $7.88B +37% Y/Y Product Gross Profit: $837.6M (GAAP) $879.2M (Non-GAAP) Operating Income: -$329.5M (GAAP) $131.3M (Non-GAAP) Net Cash From Operations: $137.5M Free Cash Flow: $113.6M Adjusted Free Cash Flow: $136.4M Guidance (Q4 Product Revenue): $1.195B$1.200B Guidance (FY26 Product Revenue): $4.446B 💬 Snowflake reports strong product revenue growth and accelerating RPO momentum"
X Link 2025-12-03T21:06Z 2314 followers, XXX engagements

"📊 S&P XXX rebalancing chatter for Friday: Top inclusion candidates: $CRH $VRT $ARES $ALNY Lower-probability: $SOFI"
X Link 2025-12-04T10:29Z 2310 followers, XXX engagements

"$S SentinelOne posts strong Q3 with XX% growth and sharp margin improvement Revenue: $258.9M (+23% YoY) ARR: $1.055B (+23% YoY) Large Customers ($100K ARR): 1572 (+20% YoY) Gross Margin: XX% GAAP (75% LY); XX% non-GAAP (80% LY) Operating Margin: XX% GAAP (vs. XX% LY); X% non-GAAP (vs. X% LY) Net Margin: XX% GAAP (vs. XX% LY); XX% non-GAAP (vs. X% LY) Free Cash Flow Margin: X% (vs. X% LY) Cash & Investments: $873.6M CFO Transition: Barbara Larson departs mid-Jan 2026; Chief Growth Officer Barry Padgett becomes interim CFO. Guidance: Q4 Revenue: $271M FY26 Revenue: $1.001B FY26 Non-GAAP Op"
X Link 2025-12-04T21:08Z 2308 followers, XXX engagements

"$SoFi SoFi Technologies Inc. Announces Public Offering of Common Stock -XXX% after-hours"
X Link 2025-12-04T21:47Z 2310 followers, XXX engagements

"Pre-Market Movers December X Gainers $RBRK Rubrik +15.7% $TTAN ServiceTitan +6.7% $ULTA Ulta Beauty +5.8% $BIDU Baidu +5.3% $VSCO Victorias Secret +3.9% Losers $AGX Argan -XXXX% $HPE Hewlett Packard Enterprise -XXX% $S SentinelOne -XXX% $NNNN Anbio Biotech -XXX% $DOCU DocuSign -5.7%"
X Link 2025-12-05T08:47Z 2308 followers, XXX engagements

"$ULTA Ulta Beauty DA Davidson raises price target DA Davidson reiterates Buy Price Target: $XXX (prev. $625) Current Price: $XXX Upside: XX% Stock: +5.6% pre-market"
X Link 2025-12-05T10:44Z 2308 followers, XXX engagements

"Potential candidates for todays S&P XXX rebalancing: $CRH CRH $VRT Vertiv $ARES Ares Management $ALNY Alnylam $SOFI SoFi $RDDT Reddit $ZM Zoom $ALAB Astera Labs $MSTR MicroStrategy $COHR Coherent $AFRM Affirm"
X Link 2025-12-05T21:34Z 2309 followers, 1005 engagements

"S&P Index Rebalance Announced Full Additions & Deletions (Effective Dec XX 2025) S&P XXX Additions: $CRH CRH $CVNA Carvana $FIX Comfort Systems USA Deletions: $LKQ LKQ Corp. $SOLS Solstice Advanced Materials $MHK Mohawk Industries S&P MidCap XXX Additions: $ULS UL Solutions $PINS Pinterest $BAH Booz Allen Hamilton $SPXC SPX Technologies $DY Dycom Industries $BWA BorgWarner $HL Hecla Mining Deletions: $FIX Comfort Systems USA $UAA Under Armour A $UA Under Armour C $POWI Power Integrations $PRGO Perrigo $IRDM Iridium Communications $VAC Marriott Vacations Worldwide $NSP Insperity S&P SmallCap"
X Link 2025-12-05T22:40Z 2310 followers, XXX engagements

"📈 Overnight Movers Dec X Top X Gainers $CFLT Confluent +22.21% $SOC Sable Offshore +13.65% $CVNA Carvana +9.73% $RDW Redwire +5.99% $IRDM Iridium +4.74% Top X Losers $CHA Chagee -XXXX% $WRD WeRide -XXXX% $MRVL Marvell -XXXX% $TCOM -XXXX% $UMC United Microelectronics -2.24%"
X Link 2025-12-08T06:55Z 2309 followers, XXX engagements

"Pre-Market Movers December X Top Gainers (Pre-Market) $KYMR Kymera Therapeutics +39.9% $GPCR Structure Therapeutics +30.2% $CFLT Confluent +29.4% $OCUL Ocular Therapeutix +18.0% $ACLX Arcellx +12.1% Top Losers (Pre-Market) $MRVL Marvell Technology -XXX% $UL Unilever -XXX% $VCYT Veracyte -XXX% $MEOH Methanex -XXX% $CRVW CoreWeave -4.6%"
X Link 2025-12-08T14:10Z 2309 followers, XXX engagements

"📅 Tuesday December X 2025 ☕ Morning Briefing 🕒 All times in ET 🔎 Overview: Tuesday brings a packed macro and earnings lineup: Australias central bank kicks off early JOLTS lands in the afternoon and the 10-year auction follows later. Options markets are pricing sharp moves in select names while multiple Investor Days add additional single-stock catalysts. 📊 Economic Data: RBA Rate Decision (Dec) 4:30 AM JOLTS Job Openings (Sep) 10:00 AM 10-Year Note Auction 1:00 PM 💰 Earnings Pre-Market: $SAIL SailPoint 7:00 AM $CPB Campbell Soup 7:15 AM $AZO AutoZone 6:55 AM $FERG Ferguson 6:45 AM"
X Link 2025-12-09T06:49Z 2309 followers, XXX engagements

"$NVO NOVO NORDISK: GOLDMAN cuts price target to XXX DKK (from XXX DKK). Rating: Buy"
X Link 2025-12-09T07:03Z 2308 followers, XXX engagements

"$DHR Danaher initiated with Buy at Goldman Sachs Goldman Sachs initiates coverage with Buy Price Target: $XXX (vs. $XXX current) Upside: XX% Thesis centers on strength in bioprocessing"
X Link 2025-12-09T08:37Z 2309 followers, XXX engagements

"$TMO Thermo Fisher Scientific initiated with Buy at Goldman Sachs Goldman Sachs initiates coverage with Buy Price Target: $XXX (vs. $XXX current) Upside: 20%"
X Link 2025-12-09T08:39Z 2308 followers, XXX engagements

"$GLXY Galaxy Digital initiated at Citizens Rating: Market Outperform Price Target: $XX Current Price: $XXXXX Upside: 129%"
X Link 2025-12-09T09:10Z 2308 followers, XXX engagements

"SK Hynix is reportedly considering listing around XXX% of its shares as ADRs in the U.S. according to Korean media. The move is aimed at narrowing the valuation gap with Micron $MU as SK Hynix trades at a P/E of XX compared to Microns 29"
X Link 2025-12-09T09:51Z 2308 followers, XXX engagements

"CoreWeave Prices Upsized $XXXX Billion Convertible Senior Notes Offering $CRWV"
X Link 2025-12-09T11:59Z 2309 followers, XXX engagements

"$SRPT Sarepta Therapeutics initiated at Wedbush Rating: Outperform Price Target: $XX (vs. $XXXX current) Upside: 45%"
X Link 2025-12-09T13:33Z 2315 followers, XXX engagements

"Miners & AI names leading today $GLXY +11.38% $CLSK +10.23% $APLD +8.65% $BMNR +7.16% $HUT +6.36% $SBET +6.22% $CIFR +5.95% $IREN +5.52% $MSTR +5.37%"
X Link 2025-12-09T16:20Z 2309 followers, XXX engagements

"$NVDA Nvidia chips may face US review before export to China"
X Link 2025-12-09T19:45Z 2310 followers, XXX engagements

"Earnings After Todays Close $GME $AVAV $CASY $BRZE $CBRL $LAKE $PLAY $AOUT $GNSS $BLLN $MIND $YQ"
X Link 2025-12-09T20:59Z 2314 followers, XXX engagements

"$GME GameStop Q3 2025 Results Net sales: $821.0M (vs. $860.3M LY) Operating income: $41.3M (vs. $(33.4)M LY) Net income: $77.1M (vs. $17.4M LY) Adjusted net income: $139.3M (vs. $26.2M LY) Cash & marketable securities: $8.8B (vs. $4.6B LY) Bitcoin holdings: $519.4M"
X Link 2025-12-09T21:05Z 2314 followers, 1314 engagements

"$GME -X% after earnings"
X Link 2025-12-09T21:05Z 2314 followers, XXX engagements

"$SI Silver extends gains tops $XXXX mark"
X Link 2025-12-10T08:36Z 2309 followers, XXX engagements

"$TSM Taiwan Semi Bernstein reiterates Outperform Rating: Outperform Price target: $XXX Current price: $XXX Upside: +7.8%"
X Link 2025-12-10T13:16Z 2308 followers, XXX engagements

"$ORCL Oracle Q2 FY2026 Earnings Strong Cloud Growth EPS Boost from Asset Sale Total Revenue: $16.1B (+14% YoY USD) Cloud Revenue: $8.0B (+34% YoY USD) RPO: $523B (+438% USD) EPS: GAAP $XXXX (+91% USD) / Non-GAAP $XXXX (+54% USD) Non-GAAP Operating Income: $6.7B (+10% USD) Operating Cash Flow (TTM): $22.3B (+10% USD) Dividend: $XXXX per share (payable Jan XX 2026) 💬 EPS boosted by a $2.7B pre-tax gain from the Ampere stake sale; cloud momentum remains strong"
X Link 2025-12-10T21:06Z 2310 followers, XXX engagements

"$ARRY Array Technologies Reports Solid Q3 and Raises FY25 Outlook Revenue: $393.5M (+65% YTD) 🟢 Adj. EBITDA: $72.2M Net Income: $18.4M GAAP EPS: $XXXX Adj. EPS: $XXXX 🟢 Volume: +74% YTD 🟢 Backlog: $1.9B (ex-APA) APA Acquisition: Contributed $16.9M in Q3 Guidance (FY 2025): Revenue: $1.25B$1.28B (incl. $50M APA) Adj. EBITDA: $185M$195M Adj. EPS: $0.64$0.70 💬 Array delivers strong growth momentum and improved profitability integrating APA Solar while raising its full-year outlook"
X Link 2025-11-05T21:17Z 2322 followers, 1036 engagements

"$CVS raised its 2025 outlook now expecting $400B+ revenue and $14.22B$14.39B in adjusted operating income while reaffirming $7.5B$8.0B in operating cash flow. The company also issued 2026 guidance targeting $400B+ revenue $15.07B$15.41B in adjusted operating income $7.00$7.20 adjusted EPS and $10B+ in operating cash flow. CVS outlined a multi-year growth plan through 2028 and introduced an AI-native consumer engagement platform"
X Link 2025-12-09T11:33Z 2322 followers, XXX engagements

"After Hours Movers Dec X Top Gainers $BRZE Braze +6.92% $GEV GE Vernova +4.20% $TITN ServiceTitan +2.73% $VVV Valvoline +2.37% $COGT Cogent Biosciences +1.97% Top Losers $AVAV AeroVironment XXXX% $GME GameStop XXXX% $DNLI Denali Therapeutics XXXX% $COLD Americold Realty Trust XXXX% $ATEC Alphatec Holdings 1.98%"
X Link 2025-12-09T21:18Z 2322 followers, XXX engagements

"$ELVA Electrovaya FY2025 Earnings Record Year First Profit Revenue: $63.8M (+43% YoY) Adjusted EBITDA: $8.8M (+115% YoY) Net Income: $3.3M (first annual profit) Operating Cash Flow: +$1.7M Cash: $6.4M (+$28.1M raised post-Q) Guidance FY2026: XX% revenue growth ( $83M) 💬 Record revenue first full-year profit strong EBITDA growth and a XX% revenue outlook"
X Link 2025-12-10T21:03Z 2321 followers, XXX engagements

"$LULU Lululemon Q3: Revenue Up EPS Down Intl Strong U.S. Weak $1B Buyback Boost Revenue: $2.6B (+7% YoY) Comparable Sales: +1% (Intl +18% Americas 5%) Gross Margin: XXXX% (290 bps) Operating Income: $435.9M (11% YoY) Diluted EPS: $XXXX (vs. $2.87) Store Count: XXX (+12 net new stores) Buybacks: $189M in Q3; program increased by $1B (now $1.6B remaining) Cash: $1.0B Inventories: $2.0B (+11%) Q4 Outlook: Revenue $3.503.585B; EPS $4.664.76 FY25 Outlook: Revenue $10.9611.05B (+4% YoY); EPS $12.9213.02 💬 Solid international growth and buyback expansion offset continued U.S. softness and margin"
X Link 2025-12-11T21:07Z 2322 followers, XXX engagements

"$CMTL Comtech Q1: Sales Down Margins Up Sharply Loss Narrows Cash Flow Positive Revenue: $111M (4% YoY) Gross Margin: XXXX% (vs. XXXX% LY) Operating Loss: $2.8M (vs. $129.2M LY) Net Loss: $19.8M (vs. $155.9M LY) Adjusted EBITDA: $9.6M (vs. $30.8M LY) Bookings: $101.9M (book-to-bill 0.92x) Backlog: $663M Revenue Visibility: $1.1B Operating Cash Flow: +$8.1M (3rd straight positive quarter) Liquidity: $51M 💬 Major margin recovery and improving cash flow despite lower sales; backlog and visibility remain solid"
X Link 2025-12-11T21:09Z 2322 followers, XXX engagements

"$AVGO Broadcom Q4/FY25: AI-Driven Surge Huge Cash Generation Dividend Hike Q4 Revenue: $18.0B (+28% YoY) Q4 GAAP Net Income: $8.5B Q4 Non-GAAP Net Income: $9.7B Q4 GAAP EPS: $XXXX (vs. $0.90) Q4 Non-GAAP EPS: $XXXX (vs. $1.42) Q4 Adjusted EBITDA: $12.2B (68% of revenue) Q4 Free Cash Flow: $7.5B (41% of revenue) FY25 Revenue: $63.9B (+24% YoY) FY25 Adjusted EBITDA: $43.0B (+35% YoY) FY25 Free Cash Flow: $26.9B (+39% YoY) AI Semiconductor Revenue: +74% YoY in Q4; expected to double YoY to $8.2B in Q126 Q126 Guidance: Revenue $19.1B (+28% YoY) Adjusted EBITDA XX% of revenue Dividend: Quarterly"
X Link 2025-12-11T21:16Z 2322 followers, XXX engagements

"Trump reportedly plans executive action to roll back federal marijuana restrictions cannabis stocks reacting $TLRY $CGC $SNDL $CRON $OGI"
X Link 2025-12-11T23:35Z 2322 followers, 1313 engagements

"$KYMR Kymera Therapeutics Announces Closing of Upsized $XXX Million Public Offering and Full Exercise of Underwriters Option to Purchase Additional Shares"
X Link 2025-12-11T21:03Z 2320 followers, XXX engagements

"$TMUS T-Mobile: Launches $14.6B Shareholder Return Program Announced: $14.6B shareholder return program (SEC filing) After-hours reaction: +1%"
X Link 2025-12-11T21:24Z 2322 followers, XXX engagements

"$AVGO earnings call"
X Link 2025-12-11T23:26Z 2321 followers, XXX engagements

"$AVGO Broadcom Analyst reactions after earnings KeyBanc: PT raised $XXX $XXX Overweight AI growth driving upside Baird: PT raised $XXX $XXX Outperform AI momentum remains strong Jefferies: PT raised $XXX $XXX Buy robust AI demand outlook Truist: PT raised $XXX $XXX Buy AI growth thesis reinforced Morgan Stanley: PT raised $XXX $XXX Overweight AI fundamentals intact Goldman Sachs (post-earnings dip): Management did not update FY26 AI growth guidance (still 4060%) despite XX% AI growth in FY25 and guidance for XXX% growth in Q1. The lack of a formal FY26 update disappointed. CEO cited a $73B AI"
X Link 2025-12-12T09:46Z 2322 followers, XXX engagements

"$MSI Motorola Solutions Raises FY EPS Outlook; Record Q3 Revenue: $3.01B EPS (Non-GAAP): $XXXX EPS (GAAP): $XXXX Record Op Cash Flow: $799M Backlog: $14.6B (Q3 record) Segments: Products & Systems +6% Software & Services +11% M&A: Closed $4.4B Silvus Technologies acquisition Guidance: Q4 revenue +11% y/y; Non-GAAP EPS $4.30$4.36 FY25 revenue $11.65B (+7.7%); Non-GAAP EPS raised to $15.09$15.15 💬 Record Q3 revenue earnings and cash flow; demand remains robust FY EPS guidance raised"
X Link 2025-10-30T20:21Z 2318 followers, XXX engagements

"$ADM Archer-Daniels-Midland Q3 2025 Results Guidance Cut Revenue: $NA Adj. EPS: $XXXX (vs. $XXXX Y/Y) GAAP EPS: $XXXX Adj. Net Income: $448M Segment Op. Profit: $845M (-19% Y/Y) Ag Services & Oilseeds: $379M (-21%) Carbohydrate Solutions: $336M (-26%) Nutrition: $130M (+24%) Cash Flow from Ops: $5.8B YTD FY25 Adj. EPS Guidance: cut to $3.25$3.50 (from $4.00) 💬 Lower crush margins and delayed biofuel policy weigh on results; company expects clearer biofuel and trade outlook in 2026"
X Link 2025-11-04T11:07Z 2318 followers, XXX engagements

"$SHLS Shoals Technologies Q3 2025 Record Revenue & Strong Backlog Growth Revenue: $135.8M (+32.9% YoY) 🟢 Gross Margin: XXXX% (vs. XXXX% last year) Operating Income: $18.7M Adjusted EBITDA: $32.0M Adjusted Net Income: $21.0M Backlog & Awarded Orders: $720.9M (+21% YoY; +7.4% QoQ) 📈 Book-to-Bill: XXX Q4 2025 Guidance: Revenue: $140M$150M Adj. EBITDA: $35M$40M FY2025 Guidance: Revenue: $467M$477M Adj. EBITDA: $105M$110M Operating Cash Flow: $15M$25M Capex: $30M$40M Interest Expense: $8M$12M Notes: G&A expenses rose to $29.4M (+57% YoY) driven by $5.7M higher legal costs ⚖ Gross margin"
X Link 2025-11-04T12:03Z 2318 followers, XXX engagements

"$FRHC Freedom Holding Corp reports 1H FY2026 results Revenue: $1.06B (vs. $1.04B YoY) 🟢 Net Income: $69.1M EPS (Diluted): $XXXX Brokerage Customers: 776K (up from 683K on Mar XX 2025) Banking Customers: 3.6M (up from 2.5M) Liquidity: Management cites strong position with continued reinvestment into tech & infrastructure M&A: Completed acquisition of Astel Group Ltd to expand Kazakhstan telecom presence Other: No asset impairments reported 💬 Freedom Holding delivered stable topline growth with significant expansion in customer base and ongoing diversification into telecom services"
X Link 2025-11-08T14:49Z 2318 followers, XXX engagements

"$ENPH Enphase Energy partners with Green Mountain Power to expand Vermonts largest virtual power plant Partnership: Enphase joins GMPs Home Battery Lease Program supporting a XX MW virtual power plant Offer: Customers can lease two IQ Battery 10C systems for $55/month (10 years) or $5500 upfront Domestic Content: U.S.-made IQ Battery 10C meets IRA requirements Future Launch: IQ Bidirectional EV Charger set for 2026 enabling V2H and V2G capabilities 💬 The partnership strengthens Enphases U.S. energy storage footprint combining grid resilience with affordable home battery access"
X Link 2025-11-12T13:05Z 2316 followers, XXX engagements

"$WW WeightWatchers CEO says company plans to sell Novo Nordisks $NVO oral Wegovy once launched in the U.S. (expected post-2026) calls pills convenience a game changer as many patients prefer it over injections"
X Link 2025-11-12T19:10Z 2318 followers, XXX engagements

"📈 Pre-Market Movers Monday Nov XX Top Gainers: $INSP Inspire Medical Systems +20.16% $OSCR Oscar Health +19.58% $CNC Centene +9.59% $HSAI Hesai Group +8.81% $WRD WeRide +8.80% Top Losers: $NVO Novo Nordisk XXXXX% $DK Delek US Holdings XXXX% $SSL Sasol XXXX% $HMC Honda Motor XXXX% $VOD Vodafone 3.06%"
X Link 2025-11-24T13:15Z 2317 followers, XXX engagements

"Price Reactions After the Close $DELL Dell Technologies XXXX% $CLSK CleanSpark +2.95% $WDAY Workday XXXX% $NTNX Nutanix XXXX% $ZS Zscaler XXXX% $URBN Urban Outfitters +15.01% $ADSK Autodesk +4.75% $AMBA Ambarella XXXX% $HPQ HP Inc. XXXX% $NTAP NetApp +3.09% $PD PagerDuty XXXX% $GES Guess +0.21% $ARWR Arrowhead Pharma +0.28% $WOOF Petco +5.69%"
X Link 2025-11-25T21:21Z 2318 followers, 1040 engagements

"Overnight Movers December X Top Gainers $CSIQ Canadian Solar +8.84% $EDU New Oriental Education +3.79% $AHR American Healthcare REIT +3.17% $TRGP Targa Resources +3.15% $ONTO Onto Innovation +2.91% $SOLV Solventum +2.91% $NOG Northern Oil & Gas +2.90% $BCRX BioCryst Pharma +2.37% $GFI Gold Fields +1.96% $NTES NetEase +1.95% $KDP Keurig Dr Pepper +1.74% Top Losers $MAT Mattel -XXXXX% $BTDR Bitdeer -XXXX% $GLXY Galaxy Digital -XXXX% $HUT Hut X -XXXX% $CPNG Coupang -XXXX% $CLSK CleanSpark -XXXX% $ARE Alexandria Real Estate -XXXX% $AMKR Amkor Technology -XXXX% $RIOT Riot Platforms -XXXX% $BLSH"
X Link 2025-12-01T05:32Z 2320 followers, XXX engagements

"$NFE New Fortress Energy Puerto Rico oversight board grants conditional approval for a revised $3.2B 7-year LNG supply deal (down from original $20B/15-year plan) adding backup suppliers and broader port access shares +25% pre-market"
X Link 2025-12-01T12:30Z 2320 followers, XXX engagements

"📊 After-Hours Movers Monday December X 2025 📈 Gainers $CRDO Credo Technology +16.59% $MDB MongoDB +14.18% $MKSI MKS Instruments +4.53% $SNOW Snowflake +3.28% $ALAB Astera Labs +2.86% 📉 Losers $CART Maplebear XXXX% $TGLS Tecnoglass XXXX% $BKV BKV Corporation XXXX% $ACLS Axcelis Technologies XXXX% $BLDR Builders FirstSource 2.05%"
X Link 2025-12-01T21:23Z 2318 followers, XXX engagements

"📊 Overnight Movers Tuesday December X 2025 📈 Top Gainers $MDB MongoDB +21.49% $CRDO Credo Technology +15.92% $YUMC Yum China +5.34% $SNOW Snowflake +4.33% $CLBT Cellebrite +3.50% 📉 Top Losers $XPEV XPeng XXXX% $IREN IREN XXXX% $SYM Symbotic XXXX% $CX Cemex XXXX% $CYBR CyberArk 3.58%"
X Link 2025-12-02T07:45Z 2318 followers, XXX engagements

"$KR Kroger 3Q Earnings EPS: $XXXX (Est. $1.04) 🟢 Revenue: $33.9B (Est. $34.2B) 🔻 Identical-store sales ex-fuel: +2.6% (Est. +2.93%) 🔻 FY EPS: $4.75$4.80 (prev. $4.70$4.80) FY identical-store sales ex-fuel: +2.8% to +3% FY capex: $3.6B$3.8B (Est. $3.77B) 💬 Mixed quarter: slight EPS beat revenue and comps below views guidance tightened"
X Link 2025-12-04T13:15Z 2318 followers, XXX engagements

"S&P XXX REBALANCING NEWS: $CRH $CVNA $FIX set to join the S&P XXX $LKQ $SLTA $MHK will be removed"
X Link 2025-12-05T22:20Z 2317 followers, XXX engagements

"Overnight Movers Dec X Top Gainers $SEZL Sezzle Inc. +7.98% $SBLK Star Bulk Carriers +3.45% $BBAR Banco BBVA Argentina +3.16% $FRPT Freshpet +2.90% $CX Cemex +2.46% Top Losers $INSW International Seaways -XXXX% $TOL Toll Brothers -XXXX% $BIDU Baidu -XXXX% $BEKE KE Holdings -XXXX% $ALAB Astera Labs -3.07%"
X Link 2025-12-09T06:37Z 2318 followers, XXX engagements

"Pre-Market Movers December X Top X Gainers $CORT Corcept Therapeutics +8.46% $ARES Ares Management +7.39% $SEZL Sezzle Inc. +7.06% $WVE Wave Life Sciences +6.86% $LEGN Legend Biotech +5.97% Top X Losers $DYN Dyne Therapeutics XXXX% $INSW International Seaways XXXX% $GPK Graphic Packaging XXXX% $ALAB Astera Labs XXXX% $TOL Toll Brothers 3.82%"
X Link 2025-12-09T09:26Z 2317 followers, XXX engagements

"$CRCL Circle Internet Group reiterated Outperform at Baird Rating: Outperform Price Target: $XXX (vs. $XX current) Upside: XX% Reaffirmed following new strategic partnership with Bybit"
X Link 2025-12-09T13:30Z 2318 followers, XXX engagements

"$WOLF Wolfspeed to supply SiC components for Toyota EVs Wolfspeeds silicon carbide MOSFETs will power onboard charger systems in Toyotas battery-electric vehicles Partnership underscores Toyotas confidence in Wolfspeeds quality and long-term reliability U.S.-based SiC manufacturing footprint supports supply stability SiC components enable faster charging higher efficiency and improved driving range for EVs"
X Link 2025-12-09T14:05Z 2318 followers, XXX engagements

"$LAKE Lakeland Fire + Safety Q3 FY26 Results Revenue: $47.6M (+4% YoY) Gross Profit: $14.1M (24% YoY) Gross Margin: XXXX% Net Income: $16.0M Adj. EBITDA ex-FX: $0.2M (95%) Fire Services: $25.3M (+31% YoY) now XX% of revenue Guidance: FY26 withdrawn 💬 Acquisitions in AZ & CA completed; liquidity prioritization inventory reduction emphasized"
X Link 2025-12-09T21:02Z 2318 followers, XXX engagements

"$BRZE Braze Q3 FY26 Results Revenue: $190.8M (+25.5% YoY) GAAP operating loss: $37.5M Non-GAAP operating income: $5.1M (vs. $(2.2)M LY) TTM dollar-based net retention: XXX% (large customers $500k ARR: 110%) Customers: 2528 (vs. 2211 LY); large customers $500k ARR: XXX (vs. XXX LY) GAAP EPS: $XXXX Non-GAAP EPS (diluted): $XXXX Free cash flow: $17.8M (vs. $(14.2)M LY) FY26 Guidance (updated): Revenue $730.5731.5M; Non-GAAP operating income $2627M; Non-GAAP EPS (diluted) $0.420.43"
X Link 2025-12-09T21:07Z 2317 followers, XXX engagements

"$SMCI Supermicro New Liquid-Cooled NVIDIA Blackwell Systems New 4U and 2-OU (OCP) liquid-cooled NVIDIA HGX B300 systems now commercially available 2-OU OCP rack: up to XXX GPUs per rack (18 nodes) 4U EIA rack: up to XX GPUs per rack Supports Blackwell Ultra GPUs up to 1100W TDP XXX TB HBM3e GPU memory per system DLC-2 liquid cooling removes up to XX% of system heat; targeted XX% power savings Fabric throughput up to XXX Gb/s"
X Link 2025-12-09T21:08Z 2318 followers, XXX engagements

"Overnight Movers Dec XX Top Gainers $BRZE Braze +13.54% $SATS EchoStar +8.16% $GEV GE Vernova +6.35% $BEKE KE Holdings +3.35% $BBAR Banco BBVA Argentina +3.29% Top Losers $GME GameStop -XXXX% $AVAV AeroVironment -XXXX% $HIMX Himax Technologies -XXXX% $SONY Sony Group -XXXX% $QFIN Qifu Technology -2.65%"
X Link 2025-12-10T06:25Z 2320 followers, XXX engagements

"$ABTC American Bitcoin Roth/MKM Initiation Roth/MKM initiates coverage with Buy Price Target: $XXXX Current Price: $XXXX (+96% upside)"
X Link 2025-12-10T08:28Z 2317 followers, XXX engagements

"$NVO Novo Nordisk price target raised by HSBC HSBC raised its price target on Novo Nordisk to DKK XXX (from DKK 300) and reiterated its Hold rating"
X Link 2025-12-10T08:59Z 2317 followers, XXX engagements

"Abivax $ABVX jumps on chatter no confirmed catalyst Abivax is trending on buyout speculation and heavy call buying with traders debating potential acquisition prices. Recent analyst actions Truist Buy and Wolfe Outperform may be adding fuel but there is no concrete news or confirmed catalyst behind the move. Shares are +17% pre-market driven purely by community chatter and momentum"
X Link 2025-12-10T09:59Z 2320 followers, XXX engagements

"$COIN Coinbase Goldman Sachs reiterates Neutral Price target: $XXX Current price: $XXX (+6% upside) Goldman Sachs reaffirms a Neutral stance on Coinbase"
X Link 2025-12-10T10:02Z 2318 followers, XXX engagements

"$HIVE HIVE Digital November Production Update BTC mined: XXX BTC (+182% YoY) Avg hash rate: XXXX EH/s (peak XXXX EH/s) Global capacity: XX EH/s fleet efficiency XXXX J/TH Paraguay: XXX MW fully online (Valenzuela Phase 3) Network share: X% Expansion: +100 MW hydro data center at Yguaz (target Q3 2026) AI/HPC: Tier III+ upgrades phased GPU deployments into Q1 2026"
X Link 2025-12-10T11:05Z 2320 followers, XXX engagements

"$UEC Uranium Energy Corp Q1 FY2026 Results Production: 68612 lbs UO Total cost/ lb: $XXXXX (cash cost $29.90) Liquidity: $234M raised via public offering Inventory: 1.36M lbs UO (value $111.9M) Developments: Launched United States Uranium Refining & Conversion Corp (UR&C) ISR expansions at Christensen Ranch Ludeman & Burke Hollow Sweetwater progressing under FAST-41 34000m core program underway at Roughrider"
X Link 2025-12-10T11:19Z 2317 followers, XXX engagements

"Earnings After Todays Close $ORCL $ADBE $SNPS $PL $ASYS $ELVA $NDSN $MTN $OXM $DLHC $CULP $SKIL $XZO $KEQU"
X Link 2025-12-10T21:00Z 2318 followers, 1268 engagements

"$KEQU Kewaunee Scientific Q2 FY2026 Earnings Net Sales: $70.10M (+46.8% YoY) EBITDA: $5.79M (up YoY) Pre-Tax Income: $3.45M (-12.2% YoY) Net Income: $2.45M EPS (diluted): $XXXX Domestic Sales: $55.22M (+51.7% YoY) International Sales: $14.87M (+31.0% YoY) Cash: $13.68M 💬 Strong top-line growth with mixed profit performance; domestic strength and Nu Aire contribution noted"
X Link 2025-12-10T21:04Z 2316 followers, XXX engagements

"$SNPS Synopsys Q4 & FY2025 Earnings Record Revenue Strong Outlook Q4 FY2025 Revenue: $2.255B Ansys Contribution: $667.7M FY2025 Revenue: $7.054B (+15% YoY) GAAP Net Income: $1.336B (EPS $8.07) Non-GAAP Net Income: $2.138B (EPS $12.91) Backlog: $11.4B FY2026 Guidance Revenue Midpoint: $9.61B (incl. $2.9B Ansys; -$110M divestitures)"
X Link 2025-12-10T21:07Z 2318 followers, XXX engagements

"$PL Planet Q3 FY2026 Earnings Record Revenue RPO & Backlog Surge Revenue (Q3): $81.3M (+33% YoY) RPO: $672M (+361% YoY) Backlog: $734M (+216% YoY) Gross Margin: XX% (non-GAAP 60%) Net Loss: -$59.2M (vs. -$20.1M YoY) Adj. EBITDA: +$5.6M (vs. -$0.2M YoY) EPS: GAAP -$0.19 / non-GAAP $XXXX Op. Cash Flow YTD: +$113.7M Free Cash Flow YTD: +$55.2M Cash & ST Investments: $677.3M Guidance Q4 FY2026 Revenue: $7680M Q4 Adj. EBITDA: -$7M to -$5M FY2026 Revenue: $297301M FY2026 Adj. EBITDA: +$68M"
X Link 2025-12-10T21:08Z 2320 followers, XXX engagements

"$MTN Vail Resorts Q1 FY2026 Wider Seasonal Loss Pass Sales Mixed Guidance Reaffirmed Net Loss: $186.8M (vs. $173.3M prior year) Resort Reported EBITDA: -$139.7M Pass Sales (through Dec 5): Units -X% YoY / Dollars +3% YoY (7% price increase) Liquidity: $1.5B Share Repurchases: $25M (0.2M shares) Dividend: $XXXX per share Net Debt: XXX TTM EBITDA Guidance Reaffirmed FY2026: Net Income: $201M$276M Resort Reported EBITDA: $842M$898M 2026 Capital Plan: $234M$239M (core $215M$220M)"
X Link 2025-12-10T21:09Z 2318 followers, XXX engagements

"$PSKY Paramount Launches $XX All-Cash Tender Offer for $WBD Offer: $30.00/share all cash Backstop: $41B equity Debt Commitments: $54B Reverse Termination Fee: $5B Synergy Estimate: $6B Timing: Paramount argues faster regulatory path than Netflix deal Expiration: Jan X 2026 (open XX business days) 💬 Paramount urges WBD shareholders to tender claiming its offer is superior to Netflixs"
X Link 2025-12-10T21:10Z 2318 followers, XXX engagements

"$PSTG Pure Storage Announces $XXX Million Share Repurchase Authorization"
X Link 2025-12-10T21:10Z 2317 followers, XXX engagements

"📅 Thursday December XX 2025 ☕ Morning Briefing 🕒 All times in ET 🔎 Market Overview: Markets wake up with a post-Fed hangover: futures are red across the board Bitcoin is weak as well. This points to a classic sell-the-news reaction after yesterdays initial post-Fed relief faded. Additional pressure comes from Oracle down XX% in overnight trading a hit to the broader AI narrative and a drag on tech sentiment. The focus now is how markets digest this mix: Fed rhetoric disappointing earnings and risk-off flows in the AI and crypto complex. Today is a sentiment test. 📊 Economic Data: SNB"
X Link 2025-12-11T07:06Z 2318 followers, XXX engagements

"Earnings After Todays Close $AVGO $LULU $COST $RH $MITK $NTSK $KMTS $NX $CMTL $FEIM"
X Link 2025-12-11T20:59Z 2316 followers, XXX engagements

"$LULU lululemon athletica inc. Announces CEO Succession Plan"
X Link 2025-12-11T21:05Z 2320 followers, XXX engagements

"$LULU +6.9% after hours"
X Link 2025-12-11T21:09Z 2320 followers, XXX engagements

"$FTI TechnipFMC: Wins $75250M Contract from Chevron for Gorgon Stage X Awarded a significant contract (valued between $75M$250M) Scope includes Subsea XXX production systems for Chevrons Gorgon Stage X project First deployment of 7-inch Subsea XXX horizontal subsea trees Includes flexible jumpers to boost production rates and improve gas flow assurance Continues TechnipFMCs 20-year partnership with Chevron on the Gorgon development 💬 Adds another sizable subsea award focused on next-gen Subsea XXX technology"
X Link 2025-12-11T21:20Z 2320 followers, XXX engagements

"$RH +2.6% after hours"
X Link 2025-12-11T21:52Z 2320 followers, XXX engagements

"U.S. Section XXX Probe Targets Robotics & Medical Devices European Stocks Slide on Tariff Fears $SHL.DE Siemens Healthineers -XXX% $AFX.DE Carl Zeiss Meditec -X% $ENR.DE Siemens Energy -XXX% $PHIA.AS Philips -XXX% U.S. launches Section XXX investigation into robotics machinery & medical technology Probe could lead to new tariffs or import restrictions in these sectors Philips says no immediate operational or financial impact should be assumed"
X Link 2025-09-25T08:19Z 2317 followers, XXX engagements

"$SAP Barclays raises price target to XXX (from 322) keeps Overweight rating implying +46% upside from XXX Cites strong cloud growth and accelerating S/4HANA adoption Expects margin expansion as cloud mix increases Notes SAPs solid positioning in enterprise AI and digital transformation"
X Link 2025-10-24T08:18Z 2320 followers, XXX engagements

"$XYL Xylem Inc. reported Q3 2025 results above expectations and raised full-year guidance. Revenue: $2.3B (+8% YoY reported +7% organic) EPS: $XXXX (GAAP) X% Adj. EPS: $XXXX XX% Adj. EBITDA margin: XXXX% (+200 bps YoY) Net income: $227M margin XXXX% Growth was broad-based across all segments led by double-digit gains in Measurement & Control Solutions and Water Solutions & Services. CEO Matthew Pine highlighted strong execution resilient demand and record margins driven by simplification initiatives and pricing discipline. Guidance (FY2025): Revenue: $9.0B (+56% YoY) up from +45% Adj. EBITDA"
X Link 2025-10-28T10:56Z 2320 followers, XXX engagements

"$APPF AppFolio Q3 EPS Miss; Revenue Beat and FY25 Outlook Reaffirmed Revenue: $249.35M (+21% YoY) 🟢 EPS (Non-GAAP): $XXXX (Miss by $0.14) 🔻 FY25 Guidance: Revenue $945M$950M; Non-GAAP Operating Margin 23.5%24.5% 💬 AppFolio missed on EPS but delivered solid revenue growth and reaffirmed full-year guidance"
X Link 2025-10-30T20:14Z 2317 followers, XXX engagements

"$AMRC Ameresco Price Target Raised to $XX Canaccord Genuity raises PT to $XX (from $36) keeps Buy Driven by rising energy infrastructure demand and clean power momentum Current price: $XX +16% upside"
X Link 2025-11-04T09:51Z 2317 followers, XXX engagements

"$ZS Zscaler Q1 Delivers Strong Growth in Revenue ARR & Cash Flow Revenue: $788.1M (+26% YoY) ARR: $3.204B (+26% YoY) Deferred Revenue: $2.351B (+32% YoY) GAAP Net Loss: $11.6M Non-GAAP Net Income: $159.5M Cash From Operations: $448.3M (57% of revenue) Free Cash Flow: $413.3M (52% of revenue) Acquisitions: Red Canary & SPLX for $692M Guidance: FY26 Revenue & ARR outlook raised 💬 Strong top-line and ARR growth with exceptional cash flow margins"
X Link 2025-11-25T21:06Z 2320 followers, XXX engagements

"$CRDO Credo Technology Q2 FY26 Earnings Revenue: $268.0M EPS (non-GAAP): $XXXX GAAP net income: $82.6M Gross margin: XXXX% (non-GAAP 67.7%) Cash & short-term investments: $813.6M Revenue +20.2% QoQ / +272.1% YoY Guidance: Q3 revenue expected at $335M$345M 💬 Company reports continued growth in AEC IC and new product ramps"
X Link 2025-12-01T21:10Z 2320 followers, XXX engagements

"$GEHC GE HEALTHCARE: INTRODUCES ADVANCED IMAGING SOLUTIONS POWERED BY NVIDIA $NVDA TECHNOLOGY TO SUPPORT TIMELY DIAGNOSES AND STREAMLINED CLINICAL WORKFLOWS"
X Link 2025-12-02T14:07Z 2320 followers, XXX engagements

"$TOST JPMorgan upgrades to Overweight"
X Link 2025-12-04T10:49Z 2320 followers, XXX engagements

"$ULTA Ulta Beauty posts strong Q3 with double-digit sales growth and raises full-year guidance Net Sales: $2.86B (+12.9% YoY) Comparable Sales: +6.3% Gross Margin: XXXX% (vs. XXXX% LY) Operating Margin: XXXX% (vs. XXXX% LY) Net Income: $230.9M EPS: $XXXX (flat YoY) Share Buybacks: $224.7M in Q3 Inventory: +16% YoY to $2.7B Stores: XX openings XX remodels X closure; total 1500 stores Guidance Raised: FY25 sales now $12.3B (prior $12.012.1B); EPS now $25.20$25.50 (prior $23.85$24.30); comps 4.44.7% (prior 2.53.5%) 💬 Ulta delivered strong top-line growth higher margins and lifted its full-year"
X Link 2025-12-04T21:07Z 2320 followers, XXX engagements

"Upcoming IPOs This Week Lumexa Imaging Holdings $LMRI $462M Nasdaq deal (Barclays). Operates XXX outpatient diagnostic imaging centers across the U.S. Wealthfront $WLTH $450M Nasdaq deal (Goldman Sachs). Automated investing platform. Cardinal Infrastructure Group $CDNL $242M Nasdaq deal (Stifel). Wet utility & infrastructure services in North Carolina. JM Group $JMG $17M NYSE American deal (Webull). Hong Kong-based merchandise sourcing provider"
X Link 2025-12-08T15:27Z 2320 followers, XXX engagements

"US judge rejects Trump administrations halt of wind energy permits $VWS $ORSTED $NPI $AQN $TPIC"
X Link 2025-12-09T06:58Z 2320 followers, XXX engagements

"$QS QuantumScape completed installation of key equipment for higher-volume QSE-5 solid-state cell production meeting a major 2025 goal. The company will inaugurate its automated Eagle Line pilot production line in February 2026 a foundational step toward future GWh-scale manufacturing with partners"
X Link 2025-12-09T12:01Z 2320 followers, XXX engagements

"$CBRL Cracker Barrel Q1 FY26 Results Revenue: $797.2M (5.7% YoY) GAAP net loss: $24.6M Adjusted EBITDA: $7.2M Adjusted EPS (diluted): $XXXX FY26 Outlook (updated): Revenue $3.23.3B; Adj. EBITDA $70110M (cut from $150190M); Capex $110125M; Dividend $0.25/quarter"
X Link 2025-12-09T21:09Z 2316 followers, XXX engagements

"$TSM TSMC is boosting its CoWoS advanced-packaging outlook: Taiwanese trade outlets now estimate 127k wpm capacity in 2026 with non-TSMC providers adding 40k more. $NVDA is expected to lock down well over half of TSMCs CoWoS volume through 202627 while $AVGO Broadcom $AMD and new ASIC players such as MediaTek absorb most of the remaining share"
X Link 2025-12-10T10:11Z 2320 followers, XXX engagements

"$ADBE Adobe Q4 & FY2025 Earnings Record Revenue Strong ARR Robust Cash Flow Q4 FY2025 Revenue: $6.19B (+10% YoY) EPS: GAAP $XXXX / Non-GAAP $XXXX Operating Income: GAAP $2.26B / Non-GAAP $2.82B Net Income: GAAP $1.86B / Non-GAAP $2.29B Operating Cash Flow: $3.16B RPO: $22.52B (cRPO 65%) Digital Media Revenue: $4.62B (+11% YoY) Digital Experience Revenue: $1.52B (+9% YoY) Share Repurchases: 7.2M shares FY2025 Revenue: $23.77B (+11% YoY) EPS: GAAP $XXXXX / Non-GAAP $XXXXX ARR: $25.20B (+11.5% YoY) Operating Income: GAAP $8.71B / Non-GAAP $10.99B Net Income: GAAP $7.13B / Non-GAAP $8.94B"
X Link 2025-12-10T21:06Z 2322 followers, 2461 engagements

"$ASYS Amtech Q4 FY2025 Earnings Return to Profitability Strong Cash Generation Revenue: $19.8M Cash: $17.9M Operating Cash Flow: +$2.3M GAAP Net Income: $1.1M (EPS $0.07) Non-GAAP Net Income: $1.4M (EPS $0.10) Adjusted EBITDA: $2.6M Orders: $18.5M Backlog: $19.9M FY2025 Cash Generation: $7M Share Repurchase Authorization: $5M Q1 FY2026 Outlook: Revenue $1820M; high single-digit adjusted EBITDA margins"
X Link 2025-12-10T21:08Z 2319 followers, XXX engagements

"After-Hours Movers Dec XX Gainers: $PL Planet Labs +15.47% $RYTM Rhythm Pharmaceuticals +3.88% $FRPT Freshpet +3.38% $TECH Bio-Techne +3.29% $KNSL Kinsale Capital Group +3.20% Decliners: $ORCL Oracle -XXXX% $MIR Mirion Technologies -XXXX% $COHR Coherent -XXXX% $BIIB Biogen -XXXX% $REVG REV Group -2.82%"
X Link 2025-12-10T22:18Z 2320 followers, XXX engagements

"Overnight Movers Dec XX Top X Gainers $WRD WeRide Inc. +4.31% $FRPT Freshpet Inc. +3.38% $KNSL Kinsale Capital +3.20% $BEKE KE Holdings +3.11% $FLY Firefly Aerospace +2.86% Top X Losers $ORCL Oracle -XXXXX% $SRRK Scholar Rock -XXXX% $SKE Skeena Resources -XXXX% $LPLA LPL Financial -XXXX% $CRVW CoreWeave -4.06%"
X Link 2025-12-11T07:57Z 2321 followers, XXX engagements

"$COST Costco Q1 FY26: Solid Growth Strong EPS E-Com Accelerates Net Sales: $66.0B (+8.2% YoY) Total Revenue: $67.3B (vs. $62.2B LY) Comparable Sales (Total): +6.4% U.S. +5.9% Canada +6.5% (adj. +9.0%) Other Intl +8.8% (adj. +6.8%) Digitally-Enabled Sales: +20.5% Net Income: $2.0B (vs. $1.8B) Diluted EPS: $XXXX (vs. $4.04) incl. $XXXX tax benefit (vs. $XXXX LY) Warehouses: XXX locations globally Operating Cash Flow: $4.69B (vs. $3.26B LY) Cash & Equivalents: $16.2B (vs. $14.2B at FY start) 💬 Broad-based comp growth and strong cash generation with digital up sharply"
X Link 2025-12-11T21:17Z 2320 followers, XXX engagements

"$RH RH Q3: Revenue +9% Net Income +9% Strong Cash Generation Revenue: $884M (+9% YoY) GAAP Net Income: $36M (+9% YoY) GAAP Operating Margin: XXXX% Adj. Operating Margin: XXXX% EBITDA Margin: XXXX% Adj. EBITDA Margin: XXXX% Free Cash Flow: $83M 💬 Solid top-line growth steady profitability and strong free cash flow"
X Link 2025-12-11T21:48Z 2322 followers, XXX engagements

"🔔 CLOSING BELL Thursday December XX 2025 S&P XXX closes at a record Broadcom reignites tech optimism after Oracle shock Fed outlook still in focus Gold & silver extend record run Futures opened red but markets recovered intraday 🔎 Market Overview Futures opened sharply lower but dip buyers stepped in and turned the session around. Broadcoms powerful earnings and bullish AI outlook helped stabilize tech sentiment a much-needed counterweight after Oracles AI-capex scare yesterday. The S&P XXX pushed to a new all-time high despite renewed volatility in mega-cap AI names. Investors continue to"
X Link 2025-12-11T22:27Z 2322 followers, XXX engagements

"$AVGO earnings call"
X Link 2025-12-11T22:29Z 2322 followers, 1200 engagements

"$AVGO Earnings Call Recap: Stock reverses from +3.3% to XXX% during call Broadcom delivered huge headline numbers and a massive AI narrative but the call triggered a sharp selloff as analysts focused on uncertainty around customer commitments backlog quality and the OpenAI deal. Key positives (what initially pushed the stock +3%): $10B TPU Ironwood order in Q3 + $11B this quarter from Anthropic AI networking demand even stronger AI switch backlog $10B Total AI-related backlog: $73B to be shipped over the next XX months Strong demand for custom AI accelerators (XPUs) at multiple hyperscalers"
X Link 2025-12-11T23:06Z 2322 followers, XXX engagements

"📅 Friday December XX 2025 ☕ Morning Briefing 🕒 All times in Eastern Time (ET) 🔎 Market Overview: Broadcom delivered strong headline numbers but the earnings call triggered a reality check. The stock flipped from roughly +3% post-earnings to about X% currently. This is not random noise its a clear reminder that the AI narrative remains extremely news-sensitive. Positive headlines have a short half-life while uncertainty quickly revives the AI bubble narrative. Todays key question: is this short-term noise and a buy-the-dip opportunity or the start of a more fundamental reassessment of AI"
X Link 2025-12-12T06:59Z 2322 followers, XXX engagements

"Overnight Movers Dec XX Top Gainers $LULU Lululemon Athletica +10.08% $ACMR ACM Research +4.23% $FLY Firefly Aerospace +4.16% $RH RH +3.44% $PK Park Hotels & Resorts +2.96% Top Losers $AVGO Broadcom XXXX% $LDOS Leidos Holdings XXXX% $SMTC Semtech XXXX% $VALE Vale XXXX% $SNDK SanDisk 2.04%"
X Link 2025-12-12T07:21Z 2322 followers, XXX engagements

"$NVDA Nvidia H200 Demand Surge Nvidia is evaluating increasing production of H200 AI chips Reason: Chinese demand is running ahead of current production capacity Source: Reuters (sources) 📈 Pre-Market: +1%"
X Link 2025-12-12T13:18Z 2322 followers, XXX engagements

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X Link 2025-12-12T15:06Z 2322 followers, XXX engagements