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[@AlphaSenseInc](/creator/twitter/AlphaSenseInc)
"Interview with a$META employee on potential winners in AI Agent segment ( $MSFT $META $GOOGL $META $AAPL ): - The expert emphasizes that while general-purpose AI agents such as $MSFT's OmniParser Ada or OpenAI Operator generate interest through flashy demos they are not yet practically useful due to their inability to perform high-stakes tasks or reliably reduce user effort. - In contrast vertical AI agents tailored to specific industries such as legal or healthcare are gaining traction because they address narrow repeatable and high-value workflows where accuracy and domain knowledge are"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1946215417485181168) 2025-07-18 14:28:09 UTC 24.7K followers, 2703 engagements
"Interview with industry expert on OpenAI's dominance and future development ( $MSFT $AMZN $GOOGL $META ): - The expert sees Anthropic as one of the most impressive GenAI players especially in the B2B space. While OpenAI remains the leader Anthropic has built strong momentum with its Claude models particularly Sonnet XXX which is highly regarded in the developer community. But where Anthropic truly stands out is with its innovation around the MCP protocol (Model Context Protocol) an open-source standard for AI function calling and tool integration. - The expert firmly believes that"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945123520100368599) 2025-07-15 14:09:20 UTC 24.7K followers, 2191 engagements
"$UAL Earnings: - Second-quarter pre-tax earnings of $XXX billion with a pre-tax margin of 8.2%; and adjusted pre-tax earnings of $XXX billion with an adjusted pre-tax margin of XXXX% - Diluted earnings per share of $XXXX and adjusted diluted earnings per share2 of $XXXX compared to guidance of $XXXX to $XXXX. - Total operating revenue grew XXX% compared to the year-ago period to $XXXX billion. - TRASM down XXX% compared to second-quarter 2024. - CASM up XXX% and CASM-ex2 up XXX% compared to second-quarter 2024. "Our second-quarter performance was more proof that the United Next strategy is"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945575448311992838) 2025-07-16 20:05:08 UTC 24.7K followers, 1394 engagements
"$CMA reported strong Q2 2025 results with improved loan growth stable net interest income and enhanced profitability despite deposit pressures. Management highlighted positive momentum in customer activity while maintaining a conservative approach to capital and credit management. Key Financial Results: - EPS of $XXXX representing a XX% increase over prior quarter - Net interest income remained stable at $XXX million for third consecutive quarter - Efficiency ratio improved with better noninterest income and expense performance - Net charge-offs at XX basis points at low end of normal range"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1946205094929899937) 2025-07-18 13:47:08 UTC 24.7K followers, 1281 engagements
"$SLB reported solid Q2 2025 results despite market headwinds highlighted by the completion of ChampionX acquisition steady revenue performance and margin expansion. Management emphasized production recovery focus and digital transformation as key growth drivers while noting regional variations in market activity. Key Financial Results: - Q2 2025 earnings per share of $XXXX up $XXXX sequentially but down $XXXX year-over-year - Q2 revenue of $XXX billion increased X% sequentially - Company-wide adjusted EBITDA margin of XX% representing sequential increase of XX basis points - Generated $1.1"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1946245124154859904) 2025-07-18 16:26:11 UTC 24.7K followers, 1371 engagements
"$AA Earnings: - The Companys total third-party revenue of $XXX billion decreased XX percent sequentially. - Net income attributable to Alcoa Corporation was $XXX million or $XXXX per common share. - Adjusted net income was $XXX million or $XXXX per common share excluding the impact from net special items of $XX million. Notable special items include mark-to-market gains on foreign exchange and energy contracts of $XX million partially offset by net restructuring charges of $XX million. In the second quarter of 2025 we continued our relentless execution on key objectives which included"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945577315787829299) 2025-07-16 20:12:33 UTC 24.7K followers, 1628 engagements
"Key Takeaways from $MODG's Earnings Call The company announced an agreement to sell Jack Wolfskin to Anta Sports which will enable greater business focus and provide financial flexibility for the Topgolf strategic process. The unmitigated tariff impact for the year is expected to be approximately $XX million an increase of $XX million from previous estimates. Golf Equipment segment showed strong margin improvement benefiting from cost reduction and margin initiatives implemented over the last XX months. Topgolf is implementing a strategic value reset to improve accessibility while maintaining"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1922065222090498232) 2025-05-12 23:03:53 UTC 24.7K followers, 2198 engagements
"$MS Earnings: - Net Revenues of $XXXX Billion - EPS of $XXXX - ROTCE of XXXX% - Institutional Securities reported net revenues of $XXX billion reflecting strong performance in our Markets businesses on higher client activity with notable strength in Equity - Wealth Management delivered a pre-tax margin of XXXX% for the quarter. - Net revenues of $XXX billion reflect strong asset management revenues higher levels of client activity and the positive impact of DCP. - Investment Management results reflect net revenues of $XXX billion primarily driven by asset management fees on higher average"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945446029966352420) 2025-07-16 11:30:52 UTC 24.7K followers, 1633 engagements
"Former $AMZN employee shares insight into how hyperscalers are positioning themselves in the GenAI era ( $GOOGL $MSFT $NVDA): - Expert emphasizes that while traditional cloud workloads achieved 7080% incremental gross margins AI-driven workloads are materially lower. New GPU instances (like $NVDA H100s) bring margins down to 4960% due to expensive chips networking costs and cooling needs. To offset this $AMZN is reclaiming margin via custom Graviton chips in-house Nitro networking partner policy changes and a high-margin cloud marketplace. Unlike $MSFT and $GOOGL $AMZN insists on being the"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1943306894346498398) 2025-07-10 13:50:43 UTC 24.7K followers, 17.6K engagements
"$SNA reported flat Q2 2025 sales amid mixed results across segments with Tools Group showing signs of recovery while C&I faced headwinds from trade policy uncertainty. Management highlighted strong gross margins despite currency impacts demonstrating resilience in their manufacturing strategy of producing in markets where they sell. Key Financial Results: - Sales of $XXXXX billion flat year-over-year with -XXX% organic decline - Operating income of $XXXXX million down XXX% year-over-year - Operating margin of XXXX% down XXX basis points vs prior year - Gross margin of XXXX% down XX basis"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945873028090302554) 2025-07-17 15:47:37 UTC 24.7K followers, 1127 engagements
"$IBKR Earnings: - GAAP Diluted EPS of $XXXX Adjusted EPS of $XXXX - GAAP Net Revenues of $1480 Million Adjusted Net Revenues of $1480 Million - Commission revenue increased XX% to XXX million on higher customer trading volumes. Customer trading volume in stocks options and futures increased XX% XX% and XX% respectively"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945937900203638967) 2025-07-17 20:05:23 UTC 24.7K followers, 1946 engagements
"Some BIG names reporting after the 🔔 today: $AGI $ALB $ALL $ALGN $AM $ASH $AWK $BE $BHC $CAKE $CCI $CP $CRK $CWAN $EBAY $ENVX $FMC $GRBK $HOOD $KLAC $META $MET $MSFT $NLY $PRU $PSA $PPC $QCOM $SFM $SNBR Follow us for timely earnings reports expert insights and breaking market news"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1917662073179496794) 2025-04-30 19:27:21 UTC 24.7K followers, 5081 engagements
"FERRERO TO ACQUIRE WK KELLOGG CO "The Ferrero Group ("Ferrero" or the "Company") and WK Kellogg Co (NYSE: $KLG) today announced that they have entered into a definitive agreement under which Ferrero has agreed to acquire WK Kellogg Co for $XXXXX per share in cash representing a total enterprise value of $XXX billion. The acquisition which includes the manufacturing marketing and distribution of WK Kellogg Co's iconic portfolio of breakfast cereals across the United States Canada and the Caribbean is part of Ferrero's plan for strategic growth and expands the Company's reach across more"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1943302141633794176) 2025-07-10 13:31:50 UTC 24.7K followers, 1831 engagements
"$AXP Earnings: - Net income of $XXX billion compared with net income of $XXX billion a year ago. - Earnings per share was $XXXX down X percent from $XXXX a year ago or up XX percent excluding the $XXXX gain from the sale of Accertify in the prior year. Our second-quarter results continued the strong momentum we have seen in our business over the last several quarters with revenues growing X percent year-over-year to reach a record $XXXX billion and adjusted EPS rising XX percent said Stephen J. Squeri Chairman and Chief Executive Officer. We saw record Card Member spending in the quarter"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1946174011907490117) 2025-07-18 11:43:37 UTC 24.7K followers, 1613 engagements
"$MMM Earnings: - GAAP sales of $XXX billion up 1.4%; operating margin XXXX% down (230) bps; EPS of $XXXX down XX% all YoY - Adjusted sales of $XXX billion with organic growth of XXX% YoY - Adjusted operating margin of XXXX% up 290bps YoY - Adjusted EPS of $XXXX up 12%YoY - Operating cash flow of $(1.0) billion with adjusted free cash flow of $XXX billion - 2025 adjusted EPS guidance increased from $XXXX - $XXXX to $XXXX - $XXXX including the impact of tariffs "We delivered strong results in the second quarter posting positive organic sales growth and double-digit EPS growth" said William"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1946173681375309837) 2025-07-18 11:42:18 UTC 24.7K followers, 1157 engagements
"Interview with industry expert on $ORCL's strategic rise in multi-cloud AI era ( $MSFT $AMZN $GOOGL $MDB ): - The expert emphasizes that $ORCLs long-term growth is significantly underestimated driven by several underappreciated factors. $ORCL's cloud platform has quietly matured underscored by its $30B deal with OpenAI proof of growing credibility in enterprise AI infrastructure. Additionally roughly XX% of $ORCL's extensive customer base still runs on-premise contributing steady high-margin maintenance revenue. These legacy clients are central to $ORCL's Cloud First strategy and their"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1944763080971309469) 2025-07-14 14:17:05 UTC 24.7K followers, 5505 engagements
"$GS CEO's thoughts on tokenization: "Obviously the legislative agenda that's putting a regulatory structure around stablecoins and digitization is important. We're very focused on it. I think this market structure build that is yet to come is very very important in the context of this in the direction of travel. We think there are a handful of places where there could be interesting opportunity for us potentially around funding. We also think that the continued digitization of the financial system takes friction out and creates new opportunities. And so we've got a very significant group of"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945505652840792360) 2025-07-16 15:27:48 UTC 24.7K followers, 1270 engagements
"Former $MSFT employee shares insight into why $MSFT is winning the AI race ( $CRM $GOOGL $AMZN ): - The expert explains that although $MSFT Copilot and ChatGPT use the same underlying OpenAI models their user experiences differ significantly due to $MSFT's enterprise-focused design. To ensure trust compliance and security for industries like finance and healthcare $MSFT wraps the model in strict governance responsible AI filters and permissioning layers often limiting flexibility reducing response richness and increasing latency. In contrast ChatGPT is optimized for speed usability and"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945849039129354396) 2025-07-17 14:12:17 UTC 24.7K followers, 3215 engagements
"$ACI Earnings: - Net income of $XXX million or $XXXX per share - Adjusted net income of $XXX million or $XXXX per share - Adjusted EBITDA of $1111 million - Identical sales increased XXX% - Digital sales increased XX% - Loyalty members increased XX% to XXXX million "In the first quarter we delivered solid operating and financial performance while investing in our core operations and improving our customer value proposition" said Susan Morris Chief Executive Officer. "Ongoing investments in our strategic priorities drove increased engagement across our digital platforms evidenced by strong"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945084011094712451) 2025-07-15 11:32:20 UTC 24.7K followers, 1248 engagements
"$KMI Earnings: - Second quarter net income attributable to KMI of $XXX million up XX% versus $XXX million in the second quarter of 2024; and Adjusted Net Income Attributable to KMI of $XXX million XX% higher than the second quarter of 2024. - Adjusted EPS: $XXXX - Adjusted EBITDA of $1972 million up X% versus the second quarter of 2024. We are truly in an age of American global energy leadership. The United States has been the top global producer of natural gas for XX consecutive years and the worlds top exporter of liquefied natural gas (LNG) since 2023 said Executive Chairman Richard D."
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945576130385182762) 2025-07-16 20:07:51 UTC 24.7K followers, 1613 engagements
"$GE Aerospace reported strong Q2 2025 results with significant growth across revenue profits and cash flow leading to raised guidance for both 2025 and 2028. Key themes included robust commercial services growth improving supply chain performance and continued focus on safety and technology innovation. Key Financial Results: - Revenue of over $XX billion in Q2 up XX% year-over-year - Operating profit of $XXX billion up $XXX million or XX% - EPS of $XXXX up XX% - Free cash flow of $XXX billion nearly doubling over last year - Orders up XX% - Total engine deliveries up XX% year-over-year with"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945845444149436496) 2025-07-17 13:58:00 UTC 24.7K followers, 1626 engagements
"$BLK CEO on stablecoins and tokenization: "Yes in my world tour working with central banks and regulators conversation about stable coin is vibrant right now. And so what we are going to see is more competitive type of stable coins they may have some role in diversifying away from dollar as we digitize more and more currency. But the opportunity for BlackRock in our world in both stable coin or all the entire role of tokenization of financial assets tokenization of real assets like real estate is going to be the future. And we believe more than ever before that we are as well positioned as"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945112203343876300) 2025-07-15 13:24:22 UTC 24.7K followers, 5427 engagements
"$MS CEO on corporate sentiment and tariffs: "My sense in recent weeks is that if the just to use the word cadence again if the cadence of tariff policy execution is such that it is viewed to be sort of within broadly expected parameters and obviously the part of the negotiation is for the administration to optimize results but if there's a sense that it is within sort of bands of outcome and that the negotiation will take a certain amount of time as appropriate but it's sort of quantifiable that is clearly going to be a catalyst for further clearing of uncertainty. What is interesting in the"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945481325198372870) 2025-07-16 13:51:07 UTC 24.7K followers, 1283 engagements
"Key Takeaways from $DAL's Earnings Call Key Financial Results: - Q2 pretax income of $XXX billion with earnings of $XXXX per share - Operating margin of XXXX% for the quarter - Generated $XXX million of free cash flow in Q2 bringing year-to-date free cash flow to $X billion - Record quarterly revenue in line with April guidance Business Segment Results: - Premium revenue grew X% year-over-year outpacing Main Cabin - Main Cabin revenue declined X% with weakness in off-peak periods - Royalty revenue increased X% with record customer engagement - American Express remuneration reached $X billion"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1943334923013612021) 2025-07-10 15:42:05 UTC 24.7K followers, 1203 engagements
"Still losing hours to manual research Your competitors arent. AI agents are transforming how strategy and research teams work. Get faster insights with zero guesswork and no critical signals missed. Join AlphaSense experts and @NetApp's Rajeev Samuel to see how its done. 📅 Thursday July 24th XX PM ET X AM PT X PM BST Register"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945851483205058671) 2025-07-17 14:22:00 UTC 24.7K followers, 1198 engagements
"Key Takeaways from $ANET's Earnings Call - Arista Networks achieved its first $X billion quarter with Q1 2025 revenues of $XXXX billion representing XXXX% year-over-year growth. - The company reported a strong gross margin of XXXX% influenced by efficient supply chain and a balanced mix of enterprise and cloud customers. - Operating income was $XXXXX million representing XXXX% of revenue. - Software and service renewals contributed approximately XXXX% of revenue. - International contribution was XX% with Americas being particularly strong at 80%. - The company remains confident in achieving"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1919874331301257509) 2025-05-06 21:58:04 UTC 24.7K followers, 3337 engagements
"$C Earnings: - Net income for the second quarter 2025 of $XXX billion or $XXXX per diluted share on revenues of $XXXX billion - ROCE: XXX% - RoTCE: XXX% - CET1 Capital Ratio: XXXX% - Citigroup cost of credit of $XXX billion increased XX% driven by a higher net build in the allowance for credit losses (ACL) related to deterioration in the macroeconomic outlook in the current quarter relative to the prior-year period and a net ACL build related to transfer risk associated with client activity in Russia largely offset by a lower net ACL build for volume and lower net credit losses in the card"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945091772180201735) 2025-07-15 12:03:11 UTC 24.7K followers, 1677 engagements
"$ALV Earnings: - $2714 million net sales - 4.2%net sales increase - XXX% organic sales growth - 9.1%operating margin - 9.3%adjusted operating margin - $XXXX dilutedEPS XX% increase - $XXXX adjusted diluted EPS XX% increase Comments from Mikael Bratt President & CEO "I am pleased to in a turbulent market environment report a record breaking second quarter for sales operating income and margin as well as EPS. The performance was driven by good sales development coupled with successful actions to reduce costs and achieve tariff compensations. We outperformed in Americas Europe and Asiaexcl."
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1946174727527211217) 2025-07-18 11:46:27 UTC 24.7K followers, 1154 engagements
"📈 Get ready for a blockbuster earnings week XXX S&P XXX companies are set to report Q2 results. Follow us for real-time earnings reports expert insights and breaking market news $AAL $AGNC $APH $BX $CLF $CMG $CNC $DECK $DPZ $ENPH $FCX $GEV $GM $GOOGL $IBM $INTC $ISRG $KO $LMT $NEM $NOW $NXPI $PM $QS $SAP $STLD $T $TSLA $VZ"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1947024899253604661) 2025-07-20 20:04:44 UTC 24.7K followers, XXX engagements
"$WDFC Earnings: - Total net sales were $XXXXX million an increase of X percent compared to the prior year fiscal quarter. - Diluted earnings per share were $XXXX compared to $XXXX in the prior year fiscal quarter an increase of X percent. - Net income was $XXXX million an increase of X percent from the prior year fiscal quarter. - Operating income was $XXXX million an increase of X percent from the prior year fiscal quarter. Today we reported third quarter net sales of $XXXXX million a new record high for net sales in a quarter reflecting a modest X percent year-over-year increase said Steve"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1943401560777629824) 2025-07-10 20:06:53 UTC 24.7K followers, 1687 engagements
"$PSMT Earnings: - Total revenues for the third quarter of fiscal year 2025 increased7.1% to $XXXX billioncompared to $XXXX billionin the comparable period of the prior year. - Net income increased XXX% to$35.2million or $1.14per diluted share in the third quarter of fiscal year 2025 compared to $32.5million or $1.08per diluted share in the third quarter of fiscal year 2024. - For the third quarter of fiscal year 2025 net merchandise sales increased8.0% to $XXXX billionfrom $XXXX billion in the third quarter of fiscal year 2024. Net merchandise sales - constant currency increased XXX% over the"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1943401169432514595) 2025-07-10 20:05:20 UTC 24.7K followers, 1325 engagements
"$NFLX Earnings: - EPS $XXXX - Revenue: $XX billion "We now forecast 2025 revenue of $44.8-$45.2B up from $43.5-$44.5B and a F/X neutral operating margin of XXXX% (vs. XX% previously) or XX% on a reported basis. Our higher forecast X primarily reflects the weakening of the US dollar vs. most other currencies plus healthy member growth and ad sales.""
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945937552566804660) 2025-07-17 20:04:00 UTC 24.7K followers, 1590 engagements
"Interview with a former $AMD employee on strategic differences between $AMD and $INTC ( $AMZN $TSM $MSFT ): - The expert explained that when evaluating CPU vendors particularly in cloud-scale or enterprise settings the key buying criteria for hyperscalers boil down to performance per watt per dollar with an intense focus on TCO. $AMZN which acts as a digital infrastructure mall allocates about XX% of its CPU cores to third-party infrastructure hosting and tends to favor established vendors like $INTC over $AMD due to legacy familiarity and customer recognition. $MSFT on the other hand uses"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1942955375977717797) 2025-07-09 14:33:54 UTC 24.7K followers, 5247 engagements
"$CAG Earnings: - Diluted earnings per share for the fourth quarter was $0.53; adjusted earnings per share (EPS) decreased XXX% to $XXXX - Net sales decreased XXX% to $XXX billion Sean Connolly president and chief executive officer of Conagra Brands commented "I'm proud of the Conagra team for their hard work throughout fiscal 2025 as we navigated an environment that proved to be more challenging than we anticipated. We entered the year focused on returning volume to growth and delivered consistent progress through the first half. This resulted in a return to absolute volume growth in domestic"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1943276730640187676) 2025-07-10 11:50:51 UTC 24.7K followers, 1450 engagements
"$GS Earnings: - Net revenue: $XXXXX billion - Net earnings: $XXXX billion - EPS: $XXXXX - Annualized ROE: XXXX% - Annualized ROTE: XXXX% - Book Value Per Share: $XXXXXX Our strong results for the quarter reflected healthy client activity levels across our businesses our differentiated franchise positions and the talent and commitment of our people. At this time the economy and markets are generally responding positively to the evolving policy environment. But as developments rarely unfold in a straight line we remain very focused on risk management. Given the strategic decisions and"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945448275684790307) 2025-07-16 11:39:48 UTC 24.7K followers, 1884 engagements
"$NFLX Q2 2025 earnings call highlighted strong financial performance with increased revenue guidance robust ad business growth successful content slate expansion including live events and continued investment in gaming and AI initiatives. Management expressed confidence in subscriber growth and engagement metrics despite competitive pressures. Key Financial Results: - Full year revenue guidance increased to $44.8-45.2 billion up approximately $X billion at midpoint from previous guidance - Operating margin guidance increased to XX% reported and XXXX% FX-neutral - Ad revenue on track to"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945976889098563936) 2025-07-17 22:40:19 UTC 24.7K followers, 1335 engagements
"The senior expert explains competitiveness in the aesthetics industry and the growing influence of GLP-1s ( $ABBV $EOLS $IPN $LLY $NVO): - The expert notes that Jeuveau accounts for approximately XX% of their business followed by Dysport (30%) Xeomin (15%) and Botox (5% or less). Discounts and patient preferences often determine the choice of toxin used in practice. - The expert discusses that $ABBV's Botox is used less frequently due to its high cost difficulty in reaching company representatives and relatively outdated formulation. While $ABBV's Botox has been widely used for years its"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1891901242097422540) 2025-02-18 17:23:00 UTC 24.7K followers, 2287 engagements
"$PEP CEO on CELSIUS and the energy drink market: ".we continue to see energy as a large and growing category in our beverage business and consumers are adopting those beverages in their lifestyle and I think that will continue. That what we're participating is multiple right We're participating in ownership of some businesses like CELSIUS. And we're also creating value by distributing some of those brands in the marketplace and that makes our business stronger with our customers but also obviously we create value from our infrastructure and our assets. So that's the way we're participating."
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945844031520420232) 2025-07-17 13:52:23 UTC 24.7K followers, 1223 engagements
""LLMs are very smart but they need the right context and prompts." - @cackerso SVP AlphaSense Read more on how Wall Street is using AI and how to get the most out of your prompts from @MarketWatch and @MorningstarInc"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945533002546569693) 2025-07-16 17:16:28 UTC 24.7K followers, 1277 engagements
"$FAST Earnings: - Diluted net income per share: $XXXX - Net sales: $XXXX billion - Net cash provided by operating activities was $XXXXX in the second quarter of 2025 an increase of XXX% from the second quarter of 2024"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1944725259589956065) 2025-07-14 11:46:47 UTC 24.7K followers, 1471 engagements
"$BABA employee breaks down $AMZN's strengths and competitive edge: - A key yet often overlooked strength of $AMZN has been its operational excellence particularly its advanced logistics network and customer-friendly return and refund policies. An expert highlights that $AMZN once defined a best-in-class customer experience by issuing refunds even before receiving returned items fostering a level of trust and frictionless service that few competitors could match. However since Jeff Bezos stepped away from daily operations this flexibility has tightened reportedly due to ESG considerations and"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945482085071978569) 2025-07-16 13:54:09 UTC 24.7K followers, 2250 engagements
"$ALLY Earnings: - GAAP EPS: $XXXX - Adj. EPS: $XXXX - GAAP net revenue: $XXX billion - Adj. total net revenue: $XXX billion - Pre-tax income of $XXX million up $XXX million year over year. Core pre-tax income of $XXX million up $XX million year over year I am encouraged and energized by the progress we have made as an organization over the first half of the year. Our results demonstrate sound strategic positioning and disciplined execution contributing to an improving financial trajectory. These results reflect the power of focus from our 10000+ colleagues and our ongoing commitment to"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1946175929480286335) 2025-07-18 11:51:14 UTC 24.7K followers, 1294 engagements
"$BLK Earnings: - Diluted EPS of $XXXXX or $XXXXX as adjusted - $XXX billion of year-to-date total net inflows led by a record first half for iShares ETFs alongside private markets and cash net inflows - $XX billion of quarterly total net inflows reflect impact of a single institutional client's $XX billion lower-fee index partial redemption - Closed acquisition of HPS Investment Partners on July 1st adding $XXX billion of client AUM and $XXX billion of fee-paying AUM Laurence D. Fink Chairman and CEO: For many years BlackRock has worked to serve the ambitions of each and every client around"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945080393721319804) 2025-07-15 11:17:58 UTC 24.7K followers, 1489 engagements
"$STT Earnings: - EPS of $2.17; $XXXX excluding notable items - Revenue: $XXXX billion - Return on average common equity (ROE): XXXX% - Record $XX trillion of AUC/A and record $X trillion of aum - New investment servicing AUC/A wins of $XXX trillion - Investment management net inflows of $XX billion - Total operating leverage (341) bps; XXX bps ex-notables - Fee operating leverage (75) bps; XXX bps ex-notables - Pre-tax margin of 26%; XX% ex-notables Ron O'Hanley Chairman and Chief Executive Officer: "We delivered strong financial results and continued business momentum all while supporting"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945085062443073886) 2025-07-15 11:36:31 UTC 24.7K followers, 1347 engagements
"$BK Earnings: - Diluted EPS of $XXXX increased 27%; or XX% excluding notable items - Total revenue of $XXX billion increased X% - Noninterest expense of $XXX billion increased 4%; also X% excluding notable items - Pre-tax operating margin of XX% - ROTCE of XXXX% - Average deposits of $XXX billion increased X% yearover-year and X% sequentially "BNY delivered a strong performance in the second quarter. Total revenue was up X% year-over-year and for the first time exceeded $X billion in a quarter. We also generated another quarter of significant positive operating leverage which resulted in an"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945081539898876171) 2025-07-15 11:22:31 UTC 24.7K followers, 1248 engagements
"$TSM reported strong Q2 2025 results driven by robust AI and HPC demand with revenue of $30.1B exceeding guidance. The company raised full-year 2025 revenue growth forecast to XX% while maintaining capital expenditure guidance. Management highlighted plans for significant global manufacturing expansion particularly in the US and provided updates on next-generation technology development including N2 and A16. Key Financial Results: - Q2 revenue increased XXXX% sequentially to $30.1B exceeding guidance - Gross margin of XXXX% down XXX percentage points sequentially - Operating margin increased"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945819165459181640) 2025-07-17 12:13:35 UTC 24.7K followers, 1768 engagements
"$LEVI Earnings: - Net Revenues of $XXX billion were up X% on a reported basis and X% on an organic basis versus Q2 2024. The Levis brand was up X% globally on an organic basis. - Diluted earnings per share from continuing operations was $XXXX compared to $XXXX in Q2 2024. Adjusted diluted earnings per share was $XXXX compared to $XXXX in Q2 2024. - DTC (Direct-to-Consumer) net revenues increased XX% on a reported basis and XX% on an organic basis. DTC growth on an organic basis reflected a X% increase in the U.S. a X% increase in Europe and a XX% increase in Asia. Net revenues from e-commerce"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1943403016348143971) 2025-07-10 20:12:40 UTC 24.7K followers, 1893 engagements
"Big news: AlphaSense is now live on @awscloud Marketplace in the new AI Agents and Tools category AWS customers can quickly and easily deploy our leading AI search and market intelligence platform to accelerate their AI agent and workflow development. More here:"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945534777983156500) 2025-07-16 17:23:32 UTC 24.7K followers, 1456 engagements
"$ABT Q2 2025 earnings call highlighted strong performance across segments with high single-digit sales growth and double-digit EPS growth despite headwinds in diagnostics. Management emphasized continued innovation in medical devices particularly in diabetes care and cardiovascular products while addressing challenges from COVID testing decline and China market dynamics. Key Financial Results: - Q2 2025 adjusted EPS of $XXXX representing XX% growth year-over-year and XX% sequential growth from Q1 - Sales growth excluding COVID testing was XXX% in Q2 and X% in first half of 2025 - Gross margin"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945852983968711121) 2025-07-17 14:27:58 UTC 24.7K followers, 1362 engagements
"$NFLX Co-CEO discusses the company's generative AI initiatives: ".let me start with Gen AI. We remain convinced that AI represents an incredible opportunity to help creators make films and series better not just cheaper. They're AI-powered creator tools. So this is real people doing real work with better tools. Our creators are already seeing the benefits in production through pre-visualization and shot planning work and certainly visual effects. It used to be that only big budget projects would have access to advanced visual effects like de-aging. Remember last quarter we talked about Pedro"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945975306159800518) 2025-07-17 22:34:02 UTC 24.7K followers, 1520 engagements
"$OMC CTO on AI agents: ".we believe that we sit on effectively the most elite data set in the industry and our generative AI strategy is grounded in this notion of an agentic framework. And what those agents are allowing us to do is to effectively infuse the intelligence of our elite data set into every facet of the marketing workflow. So every discipline all the teams across Omnicom now have the capability to drive deeper intelligence and a deeper understanding into every part of the work that they're doing for clients. This not only connects our capabilities but also drives a better"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945246014857719866) 2025-07-15 22:16:05 UTC 24.7K followers, 1620 engagements
"$ASML reports strong Q2 2025 results with revenue at the high end of guidance driven by AI-related demand in both logic and memory segments. However management expresses increased uncertainty around 2026 outlook due to growing geopolitical and macroeconomic concerns particularly around tariffs. Key Financial Results: - Q2 2025 revenue of EUR XXX billion at upper end of guidance - Net system sales of EUR XXX billion including EUR XXX billion from EUV and EUR XXX billion from non-EUV sales - Gross margin of XXXX% above guidance due to increased upgrade business and lower tariff impact - Net"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945506812238737479) 2025-07-16 15:32:24 UTC 24.7K followers, 1475 engagements
"$PSMT reported strong Q3 2025 results with net merchandise sales growth of X% driven by positive performance across all segments. Key highlights include digital sales growth expansion plans in Chile and leadership transitions with David Price becoming CEO effective September X 2025. Key Financial Results: - Net merchandise sales reached $XXX billion in Q3 increasing X% (9.5% in constant currency) - Total revenue exceeded $XXX billion for Q3 - Gross margin increased XX basis points to XXXX% - Operating income grew XXXX% to $XXXX million in Q3 - Net income was $XXXX million or $XXXX per diluted"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1944810839552168242) 2025-07-14 17:26:51 UTC 24.7K followers, 1425 engagements
"$OMC Earnings: - Revenue of $XXX billion with organic growth of XXX% - Net income of $XXXXX million; $XXXXX million Non-GAAP adjusted - Diluted earnings per share of $1.31; $XXXX Non-GAAP adjusted - Operating income of $XXXXX million; Non-GAAP Adj. EBITA of $XXXXX million with XXXX% margin "We delivered solid XXX% organic revenue growth this quarter even in the face of ongoing macroeconomic and geopolitical uncertainty - underscoring once again the resilience and agility of our business" said John Wren Chairman and Chief Executive Officer of Omnicom. "Our continued investment in our"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945213800359301383) 2025-07-15 20:08:04 UTC 24.7K followers, 1479 engagements
"$PEP Earnings: - Revenue: $XXXX billion - Core EPS: $XXXX - Core operating profit: $XXXX billion "We're encouraged by the acceleration in our net revenue growth versus the previous quarter with our businesses effectively navigating through a challenging environment. Our international business momentum continued while our North America businesses improved their execution and competitiveness in key subcategories and channels" said Chairman and CEO Ramon Laguarta. Laguarta continued "As we look ahead we will continue to build upon the successful expansion and growth of our International business"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945819970123731378) 2025-07-17 12:16:47 UTC 24.7K followers, 1533 engagements
"$F Second Quarter Sales Rise 14.2%; Market Share Surges on Truck Hybrid SUV Strength "Ford Motor Company accelerated well ahead of the U.S. industry in the second quarter growing sales XXXX% about XX times the estimated XXX% industry increase and expanding market share to an estimated XXXX% up XXX percentage points versus the first quarter. "We blew the doors off the overall industry with our second-quarter sales" said Andrew Frick president Ford Blue and Model e and interim head of Ford Pro. "Customers continue appreciating our broad powertrain choices gas hybrid electric and diesel digital"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1940059853080162550) 2025-07-01 14:48:08 UTC 24.7K followers, 1609 engagements
"$ASML Earnings: - Q2 total net sales of XXX billion gross margin of XXXX% net income of XXX billion - Earnings per share: XXXX - Quarterly net bookings in Q2 of 5.5billion of which 2.3billion is EUV - ASML expects Q3 2025 total net sales between XXX billion and XXX billion and a gross margin between XX% and XX% - ASML expects a full-year 2025 total net sales increase of around XX% relative to 2024 with a gross margin of around XX% "Our second-quarter total net sales came in at XXX billion at the top end of our guidance. The gross margin was XXXX% above guidance primarily driven by higher"
 [@AlphaSenseInc](/creator/x/AlphaSenseInc) on [X](/post/tweet/1945442987963494509) 2025-07-16 11:18:47 UTC 24.7K followers, 2793 engagements
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@AlphaSenseInc
"Interview with a$META employee on potential winners in AI Agent segment ( $MSFT $META $GOOGL $META $AAPL ): - The expert emphasizes that while general-purpose AI agents such as $MSFT's OmniParser Ada or OpenAI Operator generate interest through flashy demos they are not yet practically useful due to their inability to perform high-stakes tasks or reliably reduce user effort. - In contrast vertical AI agents tailored to specific industries such as legal or healthcare are gaining traction because they address narrow repeatable and high-value workflows where accuracy and domain knowledge are"
@AlphaSenseInc on X 2025-07-18 14:28:09 UTC 24.7K followers, 2703 engagements
"Interview with industry expert on OpenAI's dominance and future development ( $MSFT $AMZN $GOOGL $META ): - The expert sees Anthropic as one of the most impressive GenAI players especially in the B2B space. While OpenAI remains the leader Anthropic has built strong momentum with its Claude models particularly Sonnet XXX which is highly regarded in the developer community. But where Anthropic truly stands out is with its innovation around the MCP protocol (Model Context Protocol) an open-source standard for AI function calling and tool integration. - The expert firmly believes that" @AlphaSenseInc on X 2025-07-15 14:09:20 UTC 24.7K followers, 2191 engagements
"$UAL Earnings: - Second-quarter pre-tax earnings of $XXX billion with a pre-tax margin of 8.2%; and adjusted pre-tax earnings of $XXX billion with an adjusted pre-tax margin of XXXX% - Diluted earnings per share of $XXXX and adjusted diluted earnings per share2 of $XXXX compared to guidance of $XXXX to $XXXX. - Total operating revenue grew XXX% compared to the year-ago period to $XXXX billion. - TRASM down XXX% compared to second-quarter 2024. - CASM up XXX% and CASM-ex2 up XXX% compared to second-quarter 2024. "Our second-quarter performance was more proof that the United Next strategy is" @AlphaSenseInc on X 2025-07-16 20:05:08 UTC 24.7K followers, 1394 engagements
"$CMA reported strong Q2 2025 results with improved loan growth stable net interest income and enhanced profitability despite deposit pressures. Management highlighted positive momentum in customer activity while maintaining a conservative approach to capital and credit management. Key Financial Results: - EPS of $XXXX representing a XX% increase over prior quarter - Net interest income remained stable at $XXX million for third consecutive quarter - Efficiency ratio improved with better noninterest income and expense performance - Net charge-offs at XX basis points at low end of normal range" @AlphaSenseInc on X 2025-07-18 13:47:08 UTC 24.7K followers, 1281 engagements
"$SLB reported solid Q2 2025 results despite market headwinds highlighted by the completion of ChampionX acquisition steady revenue performance and margin expansion. Management emphasized production recovery focus and digital transformation as key growth drivers while noting regional variations in market activity. Key Financial Results: - Q2 2025 earnings per share of $XXXX up $XXXX sequentially but down $XXXX year-over-year - Q2 revenue of $XXX billion increased X% sequentially - Company-wide adjusted EBITDA margin of XX% representing sequential increase of XX basis points - Generated $1.1" @AlphaSenseInc on X 2025-07-18 16:26:11 UTC 24.7K followers, 1371 engagements
"$AA Earnings: - The Companys total third-party revenue of $XXX billion decreased XX percent sequentially. - Net income attributable to Alcoa Corporation was $XXX million or $XXXX per common share. - Adjusted net income was $XXX million or $XXXX per common share excluding the impact from net special items of $XX million. Notable special items include mark-to-market gains on foreign exchange and energy contracts of $XX million partially offset by net restructuring charges of $XX million. In the second quarter of 2025 we continued our relentless execution on key objectives which included" @AlphaSenseInc on X 2025-07-16 20:12:33 UTC 24.7K followers, 1628 engagements
"Key Takeaways from $MODG's Earnings Call The company announced an agreement to sell Jack Wolfskin to Anta Sports which will enable greater business focus and provide financial flexibility for the Topgolf strategic process. The unmitigated tariff impact for the year is expected to be approximately $XX million an increase of $XX million from previous estimates. Golf Equipment segment showed strong margin improvement benefiting from cost reduction and margin initiatives implemented over the last XX months. Topgolf is implementing a strategic value reset to improve accessibility while maintaining" @AlphaSenseInc on X 2025-05-12 23:03:53 UTC 24.7K followers, 2198 engagements
"$MS Earnings: - Net Revenues of $XXXX Billion - EPS of $XXXX - ROTCE of XXXX% - Institutional Securities reported net revenues of $XXX billion reflecting strong performance in our Markets businesses on higher client activity with notable strength in Equity - Wealth Management delivered a pre-tax margin of XXXX% for the quarter. - Net revenues of $XXX billion reflect strong asset management revenues higher levels of client activity and the positive impact of DCP. - Investment Management results reflect net revenues of $XXX billion primarily driven by asset management fees on higher average" @AlphaSenseInc on X 2025-07-16 11:30:52 UTC 24.7K followers, 1633 engagements
"Former $AMZN employee shares insight into how hyperscalers are positioning themselves in the GenAI era ( $GOOGL $MSFT $NVDA): - Expert emphasizes that while traditional cloud workloads achieved 7080% incremental gross margins AI-driven workloads are materially lower. New GPU instances (like $NVDA H100s) bring margins down to 4960% due to expensive chips networking costs and cooling needs. To offset this $AMZN is reclaiming margin via custom Graviton chips in-house Nitro networking partner policy changes and a high-margin cloud marketplace. Unlike $MSFT and $GOOGL $AMZN insists on being the" @AlphaSenseInc on X 2025-07-10 13:50:43 UTC 24.7K followers, 17.6K engagements
"$SNA reported flat Q2 2025 sales amid mixed results across segments with Tools Group showing signs of recovery while C&I faced headwinds from trade policy uncertainty. Management highlighted strong gross margins despite currency impacts demonstrating resilience in their manufacturing strategy of producing in markets where they sell. Key Financial Results: - Sales of $XXXXX billion flat year-over-year with -XXX% organic decline - Operating income of $XXXXX million down XXX% year-over-year - Operating margin of XXXX% down XXX basis points vs prior year - Gross margin of XXXX% down XX basis" @AlphaSenseInc on X 2025-07-17 15:47:37 UTC 24.7K followers, 1127 engagements
"$IBKR Earnings: - GAAP Diluted EPS of $XXXX Adjusted EPS of $XXXX - GAAP Net Revenues of $1480 Million Adjusted Net Revenues of $1480 Million - Commission revenue increased XX% to XXX million on higher customer trading volumes. Customer trading volume in stocks options and futures increased XX% XX% and XX% respectively" @AlphaSenseInc on X 2025-07-17 20:05:23 UTC 24.7K followers, 1946 engagements
"Some BIG names reporting after the 🔔 today: $AGI $ALB $ALL $ALGN $AM $ASH $AWK $BE $BHC $CAKE $CCI $CP $CRK $CWAN $EBAY $ENVX $FMC $GRBK $HOOD $KLAC $META $MET $MSFT $NLY $PRU $PSA $PPC $QCOM $SFM $SNBR Follow us for timely earnings reports expert insights and breaking market news" @AlphaSenseInc on X 2025-04-30 19:27:21 UTC 24.7K followers, 5081 engagements
"FERRERO TO ACQUIRE WK KELLOGG CO "The Ferrero Group ("Ferrero" or the "Company") and WK Kellogg Co (NYSE: $KLG) today announced that they have entered into a definitive agreement under which Ferrero has agreed to acquire WK Kellogg Co for $XXXXX per share in cash representing a total enterprise value of $XXX billion. The acquisition which includes the manufacturing marketing and distribution of WK Kellogg Co's iconic portfolio of breakfast cereals across the United States Canada and the Caribbean is part of Ferrero's plan for strategic growth and expands the Company's reach across more" @AlphaSenseInc on X 2025-07-10 13:31:50 UTC 24.7K followers, 1831 engagements
"$AXP Earnings: - Net income of $XXX billion compared with net income of $XXX billion a year ago. - Earnings per share was $XXXX down X percent from $XXXX a year ago or up XX percent excluding the $XXXX gain from the sale of Accertify in the prior year. Our second-quarter results continued the strong momentum we have seen in our business over the last several quarters with revenues growing X percent year-over-year to reach a record $XXXX billion and adjusted EPS rising XX percent said Stephen J. Squeri Chairman and Chief Executive Officer. We saw record Card Member spending in the quarter" @AlphaSenseInc on X 2025-07-18 11:43:37 UTC 24.7K followers, 1613 engagements
"$MMM Earnings: - GAAP sales of $XXX billion up 1.4%; operating margin XXXX% down (230) bps; EPS of $XXXX down XX% all YoY - Adjusted sales of $XXX billion with organic growth of XXX% YoY - Adjusted operating margin of XXXX% up 290bps YoY - Adjusted EPS of $XXXX up 12%YoY - Operating cash flow of $(1.0) billion with adjusted free cash flow of $XXX billion - 2025 adjusted EPS guidance increased from $XXXX - $XXXX to $XXXX - $XXXX including the impact of tariffs "We delivered strong results in the second quarter posting positive organic sales growth and double-digit EPS growth" said William" @AlphaSenseInc on X 2025-07-18 11:42:18 UTC 24.7K followers, 1157 engagements
"Interview with industry expert on $ORCL's strategic rise in multi-cloud AI era ( $MSFT $AMZN $GOOGL $MDB ): - The expert emphasizes that $ORCLs long-term growth is significantly underestimated driven by several underappreciated factors. $ORCL's cloud platform has quietly matured underscored by its $30B deal with OpenAI proof of growing credibility in enterprise AI infrastructure. Additionally roughly XX% of $ORCL's extensive customer base still runs on-premise contributing steady high-margin maintenance revenue. These legacy clients are central to $ORCL's Cloud First strategy and their" @AlphaSenseInc on X 2025-07-14 14:17:05 UTC 24.7K followers, 5505 engagements
"$GS CEO's thoughts on tokenization: "Obviously the legislative agenda that's putting a regulatory structure around stablecoins and digitization is important. We're very focused on it. I think this market structure build that is yet to come is very very important in the context of this in the direction of travel. We think there are a handful of places where there could be interesting opportunity for us potentially around funding. We also think that the continued digitization of the financial system takes friction out and creates new opportunities. And so we've got a very significant group of" @AlphaSenseInc on X 2025-07-16 15:27:48 UTC 24.7K followers, 1270 engagements
"Former $MSFT employee shares insight into why $MSFT is winning the AI race ( $CRM $GOOGL $AMZN ): - The expert explains that although $MSFT Copilot and ChatGPT use the same underlying OpenAI models their user experiences differ significantly due to $MSFT's enterprise-focused design. To ensure trust compliance and security for industries like finance and healthcare $MSFT wraps the model in strict governance responsible AI filters and permissioning layers often limiting flexibility reducing response richness and increasing latency. In contrast ChatGPT is optimized for speed usability and" @AlphaSenseInc on X 2025-07-17 14:12:17 UTC 24.7K followers, 3215 engagements
"$ACI Earnings: - Net income of $XXX million or $XXXX per share - Adjusted net income of $XXX million or $XXXX per share - Adjusted EBITDA of $1111 million - Identical sales increased XXX% - Digital sales increased XX% - Loyalty members increased XX% to XXXX million "In the first quarter we delivered solid operating and financial performance while investing in our core operations and improving our customer value proposition" said Susan Morris Chief Executive Officer. "Ongoing investments in our strategic priorities drove increased engagement across our digital platforms evidenced by strong" @AlphaSenseInc on X 2025-07-15 11:32:20 UTC 24.7K followers, 1248 engagements
"$KMI Earnings: - Second quarter net income attributable to KMI of $XXX million up XX% versus $XXX million in the second quarter of 2024; and Adjusted Net Income Attributable to KMI of $XXX million XX% higher than the second quarter of 2024. - Adjusted EPS: $XXXX - Adjusted EBITDA of $1972 million up X% versus the second quarter of 2024. We are truly in an age of American global energy leadership. The United States has been the top global producer of natural gas for XX consecutive years and the worlds top exporter of liquefied natural gas (LNG) since 2023 said Executive Chairman Richard D." @AlphaSenseInc on X 2025-07-16 20:07:51 UTC 24.7K followers, 1613 engagements
"$GE Aerospace reported strong Q2 2025 results with significant growth across revenue profits and cash flow leading to raised guidance for both 2025 and 2028. Key themes included robust commercial services growth improving supply chain performance and continued focus on safety and technology innovation. Key Financial Results: - Revenue of over $XX billion in Q2 up XX% year-over-year - Operating profit of $XXX billion up $XXX million or XX% - EPS of $XXXX up XX% - Free cash flow of $XXX billion nearly doubling over last year - Orders up XX% - Total engine deliveries up XX% year-over-year with" @AlphaSenseInc on X 2025-07-17 13:58:00 UTC 24.7K followers, 1626 engagements
"$BLK CEO on stablecoins and tokenization: "Yes in my world tour working with central banks and regulators conversation about stable coin is vibrant right now. And so what we are going to see is more competitive type of stable coins they may have some role in diversifying away from dollar as we digitize more and more currency. But the opportunity for BlackRock in our world in both stable coin or all the entire role of tokenization of financial assets tokenization of real assets like real estate is going to be the future. And we believe more than ever before that we are as well positioned as" @AlphaSenseInc on X 2025-07-15 13:24:22 UTC 24.7K followers, 5427 engagements
"$MS CEO on corporate sentiment and tariffs: "My sense in recent weeks is that if the just to use the word cadence again if the cadence of tariff policy execution is such that it is viewed to be sort of within broadly expected parameters and obviously the part of the negotiation is for the administration to optimize results but if there's a sense that it is within sort of bands of outcome and that the negotiation will take a certain amount of time as appropriate but it's sort of quantifiable that is clearly going to be a catalyst for further clearing of uncertainty. What is interesting in the" @AlphaSenseInc on X 2025-07-16 13:51:07 UTC 24.7K followers, 1283 engagements
"Key Takeaways from $DAL's Earnings Call Key Financial Results: - Q2 pretax income of $XXX billion with earnings of $XXXX per share - Operating margin of XXXX% for the quarter - Generated $XXX million of free cash flow in Q2 bringing year-to-date free cash flow to $X billion - Record quarterly revenue in line with April guidance Business Segment Results: - Premium revenue grew X% year-over-year outpacing Main Cabin - Main Cabin revenue declined X% with weakness in off-peak periods - Royalty revenue increased X% with record customer engagement - American Express remuneration reached $X billion" @AlphaSenseInc on X 2025-07-10 15:42:05 UTC 24.7K followers, 1203 engagements
"Still losing hours to manual research Your competitors arent. AI agents are transforming how strategy and research teams work. Get faster insights with zero guesswork and no critical signals missed. Join AlphaSense experts and @NetApp's Rajeev Samuel to see how its done. 📅 Thursday July 24th XX PM ET X AM PT X PM BST Register" @AlphaSenseInc on X 2025-07-17 14:22:00 UTC 24.7K followers, 1198 engagements
"Key Takeaways from $ANET's Earnings Call - Arista Networks achieved its first $X billion quarter with Q1 2025 revenues of $XXXX billion representing XXXX% year-over-year growth. - The company reported a strong gross margin of XXXX% influenced by efficient supply chain and a balanced mix of enterprise and cloud customers. - Operating income was $XXXXX million representing XXXX% of revenue. - Software and service renewals contributed approximately XXXX% of revenue. - International contribution was XX% with Americas being particularly strong at 80%. - The company remains confident in achieving" @AlphaSenseInc on X 2025-05-06 21:58:04 UTC 24.7K followers, 3337 engagements
"$C Earnings: - Net income for the second quarter 2025 of $XXX billion or $XXXX per diluted share on revenues of $XXXX billion - ROCE: XXX% - RoTCE: XXX% - CET1 Capital Ratio: XXXX% - Citigroup cost of credit of $XXX billion increased XX% driven by a higher net build in the allowance for credit losses (ACL) related to deterioration in the macroeconomic outlook in the current quarter relative to the prior-year period and a net ACL build related to transfer risk associated with client activity in Russia largely offset by a lower net ACL build for volume and lower net credit losses in the card" @AlphaSenseInc on X 2025-07-15 12:03:11 UTC 24.7K followers, 1677 engagements
"$ALV Earnings: - $2714 million net sales - 4.2%net sales increase - XXX% organic sales growth - 9.1%operating margin - 9.3%adjusted operating margin - $XXXX dilutedEPS XX% increase - $XXXX adjusted diluted EPS XX% increase Comments from Mikael Bratt President & CEO "I am pleased to in a turbulent market environment report a record breaking second quarter for sales operating income and margin as well as EPS. The performance was driven by good sales development coupled with successful actions to reduce costs and achieve tariff compensations. We outperformed in Americas Europe and Asiaexcl." @AlphaSenseInc on X 2025-07-18 11:46:27 UTC 24.7K followers, 1154 engagements
"📈 Get ready for a blockbuster earnings week XXX S&P XXX companies are set to report Q2 results. Follow us for real-time earnings reports expert insights and breaking market news $AAL $AGNC $APH $BX $CLF $CMG $CNC $DECK $DPZ $ENPH $FCX $GEV $GM $GOOGL $IBM $INTC $ISRG $KO $LMT $NEM $NOW $NXPI $PM $QS $SAP $STLD $T $TSLA $VZ" @AlphaSenseInc on X 2025-07-20 20:04:44 UTC 24.7K followers, XXX engagements
"$WDFC Earnings: - Total net sales were $XXXXX million an increase of X percent compared to the prior year fiscal quarter. - Diluted earnings per share were $XXXX compared to $XXXX in the prior year fiscal quarter an increase of X percent. - Net income was $XXXX million an increase of X percent from the prior year fiscal quarter. - Operating income was $XXXX million an increase of X percent from the prior year fiscal quarter. Today we reported third quarter net sales of $XXXXX million a new record high for net sales in a quarter reflecting a modest X percent year-over-year increase said Steve" @AlphaSenseInc on X 2025-07-10 20:06:53 UTC 24.7K followers, 1687 engagements
"$PSMT Earnings: - Total revenues for the third quarter of fiscal year 2025 increased7.1% to $XXXX billioncompared to $XXXX billionin the comparable period of the prior year. - Net income increased XXX% to$35.2million or $1.14per diluted share in the third quarter of fiscal year 2025 compared to $32.5million or $1.08per diluted share in the third quarter of fiscal year 2024. - For the third quarter of fiscal year 2025 net merchandise sales increased8.0% to $XXXX billionfrom $XXXX billion in the third quarter of fiscal year 2024. Net merchandise sales - constant currency increased XXX% over the" @AlphaSenseInc on X 2025-07-10 20:05:20 UTC 24.7K followers, 1325 engagements
"$NFLX Earnings: - EPS $XXXX - Revenue: $XX billion "We now forecast 2025 revenue of $44.8-$45.2B up from $43.5-$44.5B and a F/X neutral operating margin of XXXX% (vs. XX% previously) or XX% on a reported basis. Our higher forecast X primarily reflects the weakening of the US dollar vs. most other currencies plus healthy member growth and ad sales."" @AlphaSenseInc on X 2025-07-17 20:04:00 UTC 24.7K followers, 1590 engagements
"Interview with a former $AMD employee on strategic differences between $AMD and $INTC ( $AMZN $TSM $MSFT ): - The expert explained that when evaluating CPU vendors particularly in cloud-scale or enterprise settings the key buying criteria for hyperscalers boil down to performance per watt per dollar with an intense focus on TCO. $AMZN which acts as a digital infrastructure mall allocates about XX% of its CPU cores to third-party infrastructure hosting and tends to favor established vendors like $INTC over $AMD due to legacy familiarity and customer recognition. $MSFT on the other hand uses" @AlphaSenseInc on X 2025-07-09 14:33:54 UTC 24.7K followers, 5247 engagements
"$CAG Earnings: - Diluted earnings per share for the fourth quarter was $0.53; adjusted earnings per share (EPS) decreased XXX% to $XXXX - Net sales decreased XXX% to $XXX billion Sean Connolly president and chief executive officer of Conagra Brands commented "I'm proud of the Conagra team for their hard work throughout fiscal 2025 as we navigated an environment that proved to be more challenging than we anticipated. We entered the year focused on returning volume to growth and delivered consistent progress through the first half. This resulted in a return to absolute volume growth in domestic" @AlphaSenseInc on X 2025-07-10 11:50:51 UTC 24.7K followers, 1450 engagements
"$GS Earnings: - Net revenue: $XXXXX billion - Net earnings: $XXXX billion - EPS: $XXXXX - Annualized ROE: XXXX% - Annualized ROTE: XXXX% - Book Value Per Share: $XXXXXX Our strong results for the quarter reflected healthy client activity levels across our businesses our differentiated franchise positions and the talent and commitment of our people. At this time the economy and markets are generally responding positively to the evolving policy environment. But as developments rarely unfold in a straight line we remain very focused on risk management. Given the strategic decisions and" @AlphaSenseInc on X 2025-07-16 11:39:48 UTC 24.7K followers, 1884 engagements
"$NFLX Q2 2025 earnings call highlighted strong financial performance with increased revenue guidance robust ad business growth successful content slate expansion including live events and continued investment in gaming and AI initiatives. Management expressed confidence in subscriber growth and engagement metrics despite competitive pressures. Key Financial Results: - Full year revenue guidance increased to $44.8-45.2 billion up approximately $X billion at midpoint from previous guidance - Operating margin guidance increased to XX% reported and XXXX% FX-neutral - Ad revenue on track to" @AlphaSenseInc on X 2025-07-17 22:40:19 UTC 24.7K followers, 1335 engagements
"The senior expert explains competitiveness in the aesthetics industry and the growing influence of GLP-1s ( $ABBV $EOLS $IPN $LLY $NVO): - The expert notes that Jeuveau accounts for approximately XX% of their business followed by Dysport (30%) Xeomin (15%) and Botox (5% or less). Discounts and patient preferences often determine the choice of toxin used in practice. - The expert discusses that $ABBV's Botox is used less frequently due to its high cost difficulty in reaching company representatives and relatively outdated formulation. While $ABBV's Botox has been widely used for years its" @AlphaSenseInc on X 2025-02-18 17:23:00 UTC 24.7K followers, 2287 engagements
"$PEP CEO on CELSIUS and the energy drink market: ".we continue to see energy as a large and growing category in our beverage business and consumers are adopting those beverages in their lifestyle and I think that will continue. That what we're participating is multiple right We're participating in ownership of some businesses like CELSIUS. And we're also creating value by distributing some of those brands in the marketplace and that makes our business stronger with our customers but also obviously we create value from our infrastructure and our assets. So that's the way we're participating." @AlphaSenseInc on X 2025-07-17 13:52:23 UTC 24.7K followers, 1223 engagements
""LLMs are very smart but they need the right context and prompts." - @cackerso SVP AlphaSense Read more on how Wall Street is using AI and how to get the most out of your prompts from @MarketWatch and @MorningstarInc" @AlphaSenseInc on X 2025-07-16 17:16:28 UTC 24.7K followers, 1277 engagements
"$FAST Earnings: - Diluted net income per share: $XXXX - Net sales: $XXXX billion - Net cash provided by operating activities was $XXXXX in the second quarter of 2025 an increase of XXX% from the second quarter of 2024" @AlphaSenseInc on X 2025-07-14 11:46:47 UTC 24.7K followers, 1471 engagements
"$BABA employee breaks down $AMZN's strengths and competitive edge: - A key yet often overlooked strength of $AMZN has been its operational excellence particularly its advanced logistics network and customer-friendly return and refund policies. An expert highlights that $AMZN once defined a best-in-class customer experience by issuing refunds even before receiving returned items fostering a level of trust and frictionless service that few competitors could match. However since Jeff Bezos stepped away from daily operations this flexibility has tightened reportedly due to ESG considerations and" @AlphaSenseInc on X 2025-07-16 13:54:09 UTC 24.7K followers, 2250 engagements
"$ALLY Earnings: - GAAP EPS: $XXXX - Adj. EPS: $XXXX - GAAP net revenue: $XXX billion - Adj. total net revenue: $XXX billion - Pre-tax income of $XXX million up $XXX million year over year. Core pre-tax income of $XXX million up $XX million year over year I am encouraged and energized by the progress we have made as an organization over the first half of the year. Our results demonstrate sound strategic positioning and disciplined execution contributing to an improving financial trajectory. These results reflect the power of focus from our 10000+ colleagues and our ongoing commitment to" @AlphaSenseInc on X 2025-07-18 11:51:14 UTC 24.7K followers, 1294 engagements
"$BLK Earnings: - Diluted EPS of $XXXXX or $XXXXX as adjusted - $XXX billion of year-to-date total net inflows led by a record first half for iShares ETFs alongside private markets and cash net inflows - $XX billion of quarterly total net inflows reflect impact of a single institutional client's $XX billion lower-fee index partial redemption - Closed acquisition of HPS Investment Partners on July 1st adding $XXX billion of client AUM and $XXX billion of fee-paying AUM Laurence D. Fink Chairman and CEO: For many years BlackRock has worked to serve the ambitions of each and every client around" @AlphaSenseInc on X 2025-07-15 11:17:58 UTC 24.7K followers, 1489 engagements
"$STT Earnings: - EPS of $2.17; $XXXX excluding notable items - Revenue: $XXXX billion - Return on average common equity (ROE): XXXX% - Record $XX trillion of AUC/A and record $X trillion of aum - New investment servicing AUC/A wins of $XXX trillion - Investment management net inflows of $XX billion - Total operating leverage (341) bps; XXX bps ex-notables - Fee operating leverage (75) bps; XXX bps ex-notables - Pre-tax margin of 26%; XX% ex-notables Ron O'Hanley Chairman and Chief Executive Officer: "We delivered strong financial results and continued business momentum all while supporting" @AlphaSenseInc on X 2025-07-15 11:36:31 UTC 24.7K followers, 1347 engagements
"$BK Earnings: - Diluted EPS of $XXXX increased 27%; or XX% excluding notable items - Total revenue of $XXX billion increased X% - Noninterest expense of $XXX billion increased 4%; also X% excluding notable items - Pre-tax operating margin of XX% - ROTCE of XXXX% - Average deposits of $XXX billion increased X% yearover-year and X% sequentially "BNY delivered a strong performance in the second quarter. Total revenue was up X% year-over-year and for the first time exceeded $X billion in a quarter. We also generated another quarter of significant positive operating leverage which resulted in an" @AlphaSenseInc on X 2025-07-15 11:22:31 UTC 24.7K followers, 1248 engagements
"$TSM reported strong Q2 2025 results driven by robust AI and HPC demand with revenue of $30.1B exceeding guidance. The company raised full-year 2025 revenue growth forecast to XX% while maintaining capital expenditure guidance. Management highlighted plans for significant global manufacturing expansion particularly in the US and provided updates on next-generation technology development including N2 and A16. Key Financial Results: - Q2 revenue increased XXXX% sequentially to $30.1B exceeding guidance - Gross margin of XXXX% down XXX percentage points sequentially - Operating margin increased" @AlphaSenseInc on X 2025-07-17 12:13:35 UTC 24.7K followers, 1768 engagements
"$LEVI Earnings: - Net Revenues of $XXX billion were up X% on a reported basis and X% on an organic basis versus Q2 2024. The Levis brand was up X% globally on an organic basis. - Diluted earnings per share from continuing operations was $XXXX compared to $XXXX in Q2 2024. Adjusted diluted earnings per share was $XXXX compared to $XXXX in Q2 2024. - DTC (Direct-to-Consumer) net revenues increased XX% on a reported basis and XX% on an organic basis. DTC growth on an organic basis reflected a X% increase in the U.S. a X% increase in Europe and a XX% increase in Asia. Net revenues from e-commerce" @AlphaSenseInc on X 2025-07-10 20:12:40 UTC 24.7K followers, 1893 engagements
"Big news: AlphaSense is now live on @awscloud Marketplace in the new AI Agents and Tools category AWS customers can quickly and easily deploy our leading AI search and market intelligence platform to accelerate their AI agent and workflow development. More here:" @AlphaSenseInc on X 2025-07-16 17:23:32 UTC 24.7K followers, 1456 engagements
"$ABT Q2 2025 earnings call highlighted strong performance across segments with high single-digit sales growth and double-digit EPS growth despite headwinds in diagnostics. Management emphasized continued innovation in medical devices particularly in diabetes care and cardiovascular products while addressing challenges from COVID testing decline and China market dynamics. Key Financial Results: - Q2 2025 adjusted EPS of $XXXX representing XX% growth year-over-year and XX% sequential growth from Q1 - Sales growth excluding COVID testing was XXX% in Q2 and X% in first half of 2025 - Gross margin" @AlphaSenseInc on X 2025-07-17 14:27:58 UTC 24.7K followers, 1362 engagements
"$NFLX Co-CEO discusses the company's generative AI initiatives: ".let me start with Gen AI. We remain convinced that AI represents an incredible opportunity to help creators make films and series better not just cheaper. They're AI-powered creator tools. So this is real people doing real work with better tools. Our creators are already seeing the benefits in production through pre-visualization and shot planning work and certainly visual effects. It used to be that only big budget projects would have access to advanced visual effects like de-aging. Remember last quarter we talked about Pedro" @AlphaSenseInc on X 2025-07-17 22:34:02 UTC 24.7K followers, 1520 engagements
"$OMC CTO on AI agents: ".we believe that we sit on effectively the most elite data set in the industry and our generative AI strategy is grounded in this notion of an agentic framework. And what those agents are allowing us to do is to effectively infuse the intelligence of our elite data set into every facet of the marketing workflow. So every discipline all the teams across Omnicom now have the capability to drive deeper intelligence and a deeper understanding into every part of the work that they're doing for clients. This not only connects our capabilities but also drives a better" @AlphaSenseInc on X 2025-07-15 22:16:05 UTC 24.7K followers, 1620 engagements
"$ASML reports strong Q2 2025 results with revenue at the high end of guidance driven by AI-related demand in both logic and memory segments. However management expresses increased uncertainty around 2026 outlook due to growing geopolitical and macroeconomic concerns particularly around tariffs. Key Financial Results: - Q2 2025 revenue of EUR XXX billion at upper end of guidance - Net system sales of EUR XXX billion including EUR XXX billion from EUV and EUR XXX billion from non-EUV sales - Gross margin of XXXX% above guidance due to increased upgrade business and lower tariff impact - Net" @AlphaSenseInc on X 2025-07-16 15:32:24 UTC 24.7K followers, 1475 engagements
"$PSMT reported strong Q3 2025 results with net merchandise sales growth of X% driven by positive performance across all segments. Key highlights include digital sales growth expansion plans in Chile and leadership transitions with David Price becoming CEO effective September X 2025. Key Financial Results: - Net merchandise sales reached $XXX billion in Q3 increasing X% (9.5% in constant currency) - Total revenue exceeded $XXX billion for Q3 - Gross margin increased XX basis points to XXXX% - Operating income grew XXXX% to $XXXX million in Q3 - Net income was $XXXX million or $XXXX per diluted" @AlphaSenseInc on X 2025-07-14 17:26:51 UTC 24.7K followers, 1425 engagements
"$OMC Earnings: - Revenue of $XXX billion with organic growth of XXX% - Net income of $XXXXX million; $XXXXX million Non-GAAP adjusted - Diluted earnings per share of $1.31; $XXXX Non-GAAP adjusted - Operating income of $XXXXX million; Non-GAAP Adj. EBITA of $XXXXX million with XXXX% margin "We delivered solid XXX% organic revenue growth this quarter even in the face of ongoing macroeconomic and geopolitical uncertainty - underscoring once again the resilience and agility of our business" said John Wren Chairman and Chief Executive Officer of Omnicom. "Our continued investment in our" @AlphaSenseInc on X 2025-07-15 20:08:04 UTC 24.7K followers, 1479 engagements
"$PEP Earnings: - Revenue: $XXXX billion - Core EPS: $XXXX - Core operating profit: $XXXX billion "We're encouraged by the acceleration in our net revenue growth versus the previous quarter with our businesses effectively navigating through a challenging environment. Our international business momentum continued while our North America businesses improved their execution and competitiveness in key subcategories and channels" said Chairman and CEO Ramon Laguarta. Laguarta continued "As we look ahead we will continue to build upon the successful expansion and growth of our International business" @AlphaSenseInc on X 2025-07-17 12:16:47 UTC 24.7K followers, 1533 engagements
"$F Second Quarter Sales Rise 14.2%; Market Share Surges on Truck Hybrid SUV Strength "Ford Motor Company accelerated well ahead of the U.S. industry in the second quarter growing sales XXXX% about XX times the estimated XXX% industry increase and expanding market share to an estimated XXXX% up XXX percentage points versus the first quarter. "We blew the doors off the overall industry with our second-quarter sales" said Andrew Frick president Ford Blue and Model e and interim head of Ford Pro. "Customers continue appreciating our broad powertrain choices gas hybrid electric and diesel digital" @AlphaSenseInc on X 2025-07-01 14:48:08 UTC 24.7K followers, 1609 engagements
"$ASML Earnings: - Q2 total net sales of XXX billion gross margin of XXXX% net income of XXX billion - Earnings per share: XXXX - Quarterly net bookings in Q2 of 5.5billion of which 2.3billion is EUV - ASML expects Q3 2025 total net sales between XXX billion and XXX billion and a gross margin between XX% and XX% - ASML expects a full-year 2025 total net sales increase of around XX% relative to 2024 with a gross margin of around XX% "Our second-quarter total net sales came in at XXX billion at the top end of our guidance. The gross margin was XXXX% above guidance primarily driven by higher" @AlphaSenseInc on X 2025-07-16 11:18:47 UTC 24.7K followers, 2793 engagements