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[@AlphaSenseInc](/creator/twitter/AlphaSenseInc)
"Former $AVGO employee warns $AVGO's acquisition-driven model may threaten long-term innovation ( $MSFT $AAPL $MRVL $NVDA ): - The expert emphasized that $AAPL is an especially demanding customer often conducting its own testing and setting requirements that go beyond official specifications leading to extensive back-and-forth before mass production begins. The expert highlighted that $AVGO's Wi-Fi chips are widely regarded as the best in the market outperforming competitors. However he noted that $AAPL has been developing its own Wi-Fi and 5G chipsets partly to gain leverage in negotiations"  
[X Link](https://x.com/AlphaSenseInc/status/1978136067011207579) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-14T16:29Z 28.1K followers, 4375 engagements


"$ROP Earnings: - Revenue increased XX% to $XXXX billion; organic revenue was +7% and acquisition contribution was +6% - GAAP net earnings increased XX% to $XXX million; adjusted net earnings increased X% to $XXX million - Adjusted EBITDA increased XX% to $XXX million - GAAP operating cash flow increased X% to $XXX million; adjusted operating cash flow increased XX% to $XXX million - GAAP DEPS increased XX% to $3.49; adjusted DEPS increased X% to $XXXX "We delivered another strong quarter highlighted by XX% total revenue growth X% organic revenue growth and XX% free cash flow growth" said Neil"  
[X Link](https://x.com/AlphaSenseInc/status/1947260104757202985) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-07-21T11:39Z 28.1K followers, 1561 engagements


"Just wrapped up a great conversation with Marwan Zelmat from Cliffwater and Hunter Baltutat from The Carlyle Group on how AI is transforming private markets. #AlphaSummit"  
[X Link](https://x.com/AlphaSenseInc/status/1975603986138083347) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-07T16:47Z 28.1K followers, 1580 engagements


"Former $SNAP employee shares perspective on $PINS and evolving trends across the digital ad landscape ( $META $GOOGL $RDDT ): - The expert noted that smaller platforms are targeting the performance media segment where the largest budgets exist but competition with $GOOGL and $META is fiercest. He believes their best strategy is to carve out niche verticals such as beauty home goods or lifestyle categories where platforms like TikTok and $PINS have shown they can capture meaningful share and achieve outsized performance. - The expert emphasized that if TikTok experiences disruption or user"  
[X Link](https://x.com/AlphaSenseInc/status/1978482966511702496) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-15T15:27Z 28.1K followers, 6118 engagements


"$DPZ Earnings: - Revenue: $XXXX billion - EPS: $XXXX - U.S. Company-owned store gross margin decreased XXX percentage points in the third quarter of 2025 as compared to the third quarter of 2024 primarily due to the increase in the Company's food basket pricing to stores as well as higher wage rates and was partially offset by higher sales leverage. "I am incredibly proud of how our team and franchise system is bringing our Hungry for MORE strategy to life and delivering best in class results" said Russell Weiner Domino's Chief Executive Officer. "In the U.S. we drove positive order counts"  
[X Link](https://x.com/AlphaSenseInc/status/1978048927652868166) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-14T10:43Z 28.1K followers, 1977 engagements


"$BLK Earnings: - Diluted EPS of $XXXX or $XXXXX as adjusted - $XXX billion of quarterly total net inflows led by a record quarter for iShares ETFs alongside private markets and cash net inflows - XX% annualized organic base fee growth in the quarterreflects broad-based strength across iShares ETFs systematic active equities private markets outsourcing and cash - XX% increase in revenue year-over-yearreflects the positive impact of markets X% organic base fee growth over the last twelve months fees related to the GIP and HPS Transactions and higher technology services and subscription revenue"  
[X Link](https://x.com/AlphaSenseInc/status/1978050490572177476) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-14T10:49Z 28.1K followers, 2175 engagements


"$JBHT Earnings: - Third Quarter 2025 Revenue: $XXXX billion; flat - Third Quarter 2025 Operating Income: $XXXXX million; up X% - Third Quarter 2025 Diluted EPS: $XXXX vs. $1.49; up XX% Im proud of our people for their hard work to deliver this improved financial performance said Shelley Simpson president and CEO. I remain confident in our long-term strategy focused on operational excellence with our customers safety performance and execution on the efforts to lower our cost to serve to deliver value for all of our stakeholders"  
[X Link](https://x.com/AlphaSenseInc/status/1978553550105145355) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-15T20:08Z 28.1K followers, 2146 engagements


"🗒An interview with an Electric Systems Leader talking about the transformer shortage impacting AI: - The demand for transformers has risen dramatically because of the emergence of AI and the fact that they require a humongous amount of power. Manufacturing transformers has its own limitations as there hasn't been any discovery or invention to make the process faster. Because of this the supply chain cannot keep up. According to the expert prices of used transformers are going up because people just need them. - In the manufacturing process there are two primary components of the"  
[X Link](https://x.com/AlphaSenseInc/status/1978836609098191080) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-16T14:53Z 28.1K followers, 90.6K engagements


"$DXC Earnings: - Total revenue for Q4 FY25 of $XXXX billion down XXX% (down XXX% on an organic basis) - Q4 FY25 EBIT margin of XXXX% and adjusted EBIT margin of XXX% - Q4 FY25 Diluted earnings per share was $XXXX vs. ($1.10) in the prior year quarter; Non-GAAP diluted earnings per share was $XXXX down XXXX% YoY - Q4 FY25 Book to bill of 1.22x Our fourth quarter results represent continued progress toward our goal of achieving sustained profitable revenue growth said DXC Technology President and CEO Raul Fernandez. For the second consecutive quarter we reported bookings growth of more than 20%"  
[X Link](https://x.com/AlphaSenseInc/status/1922748890396360936) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-05-14T20:20Z 28.1K followers, 1512 engagements


"$MANH Earnings: - Consolidated total revenue was $XXXXX million for Q2 2025 compared to $XXXXX million for Q2 2024. - GAAP diluted earnings per share was $XXXX for Q2 2025 compared to $XXXX for Q2 2024. - Adjusted diluted earnings per share a non-GAAP measure was $XXXX for Q2 2025 compared to $XXXX for Q2 2024. - Cloud subscription revenue was $XXXXX million for Q2 2025 compared to $XXXX million for Q2 2024. - License revenue was $XXX million for Q2 2025 compared to $XXX million for Q2 2024. - Services revenue was $XXXXX million for Q2 2025 compared to $XXXXX million for Q2 2024. Manhattan"  
[X Link](https://x.com/AlphaSenseInc/status/1947752639414022397) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-07-22T20:16Z 28.1K followers, 1657 engagements


"$EPD Earnings: - Net income of $XXX billion for the second quarters of 2025 and 2024. On a fully diluted basis net income attributable to common unitholders was $XXXX per common unit for the second quarter of 2025 an increase of X percent compared to $XXXX per common unit for the second quarter of 2024. - Distributable Cash Flow (DCF) was $XXX billion for the second quarter of 2025 a X percent increase compared to $XXX billion for the second quarter of 2024. In a seasonally weaker quarter challenged with macroeconomic geopolitical and commodity price headwinds Enterprise reported solid"  
[X Link](https://x.com/AlphaSenseInc/status/1949796726576931309) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-07-28T11:38Z 28.1K followers, 1741 engagements


"$CBRE Group reported strong Q2 2025 results with double-digit growth across both resilient and transactional businesses leading to raised full-year guidance. Key themes included robust leasing activity improving capital markets successful integration of Turner & Townsend and continued strength in building operations"  
[X Link](https://x.com/AlphaSenseInc/status/1950194890333151513) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-07-29T14:01Z 28.1K followers, 1403 engagements


"$FRSH CEO on the pace of AI adoption: ".AI is pacing at or slightly ahead of what our internal expectations have been. On AI agent remember we have -- we introduced agentic platform just in June. So it's pretty early days for that product. The AI agent that we've had previously is more of a question and answer product that does not take action on behalf of the user. We're seeing good traction with all the AI products we announced in June. We've got hundreds of customers that are in the early access programs for products like AI insights and so forth. So I think we'll get better fidelity on"  
[X Link](https://x.com/AlphaSenseInc/status/1950320067830288589) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-07-29T22:18Z 28.1K followers, 2728 engagements


"$FFIV Earnings: - Third quarter fiscal year 2025 revenue totaled $XXX million compared with $XXX million in the third quarter of fiscal year 2024. - Systems revenue of $XXX million grew XX% from the year-ago period while software revenue of $XXX million grew 16%. Global services revenue of $XXX million grew X% from the year-ago period. - GAAP net income for the third quarter of fiscal year 2025 was $XXX million or $XXXX per diluted share compared to $XXX million or $XXXX per diluted share in the third quarter of fiscal year 2024. - Non-GAAP net income for the third quarter of fiscal year 2025"  
[X Link](https://x.com/AlphaSenseInc/status/1950650667938578860) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-07-30T20:12Z 28.1K followers, 1296 engagements


"$ROK Earnings: - Fiscal 2025 third quarter reported sales were $2144 million up X% from $2051 million in the third quarter of fiscal 2024. Organic sales increased over X% and currency translation increased sales by less than 1%. - Diluted EPS of $XXXX and Adjusted EPS $2.82; up XX% and X% year over year respectively "Q3 marked another quarter of strong execution and significant progress toward our long-term margin expansion goals. We returned to year-over-year sales growth with a broad set of customer wins in the quarter including significant brownfield and greenfield opportunities. Rockwell"  
[X Link](https://x.com/AlphaSenseInc/status/1953058803630370920) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-08-06T11:41Z 28.1K followers, 1384 engagements


"$ETOR CEO expects a significant revenue opportunity from tokenizing assets: "So we've been very early on for the concept of tokenizing world world assets starting with the white paper of colored coins that we wrote together with indiscernible between 2012. Believe that the digitization and to tokenization of assets is a very significant process that will take time but we do expect $XXX trillion of assets over the next years to move on chain now quoting the SEC Chairman talking about moving U.S. capital markets on chain. The biggest potential revenue opportunities there are one increasing the"  
[X Link](https://x.com/AlphaSenseInc/status/1955267470861742312) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-08-12T13:57Z 28.1K followers, 2980 engagements


"Coherent Announces Agreement to Sell Aerospace and Defense Business to Advent for $XXX Million "Coherent Corp. (NYSE: $COHR) (Coherent We or the Company) a global leader in photonics today announced that it has entered into a definitive agreement to sell its Aerospace and Defense business to Advent a leading global private equity investor for $XXX million. Proceeds will be used to reduce debt which will be immediately accretive to Coherents EPS. Coherents Aerospace and Defense designs and manufactures optical and laser systems for defense applications. The business includes approximately 550"  
[X Link](https://x.com/AlphaSenseInc/status/1955721706942652802) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-08-13T20:02Z 28.1K followers, 5345 engagements


"$KMX Earnings: - Retail used unit sales decreased XXX% and comparable store used unit sales decreased 6.3%; wholesale units decreased 2.2%. - Net earnings per diluted share of $XXXX versus $XXXX a year ago. - Solid unit margins with gross profit per retail used unit of $2216 gross profit per wholesale unit of $XXX and Extended Protection Plans (EPP) margin per retail unit of $XXX all in line with the prior years second quarter. - Total gross profit was $XXXXX million down XXX% versus last years second quarter. Retail used vehicle gross profit decreased XXX% and retail gross profit per used"  
[X Link](https://x.com/AlphaSenseInc/status/1971175122238107782) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-09-25T11:29Z 28.1K followers, 2553 engagements


"$NKE Earnings: - First quarter revenues were $XXXX billion up X percent on a reported basis compared to the prior year and down X percent on a currency-neutral basis - Diluted earnings per share was $XXXX - NIKE Direct revenues were $XXX billion down X percent on a reported basis and down X percent on a currency-neutral basis - Wholesale revenues were $XXX billion up X percent on a reported basis and up X percent on a currency-neutral basis - Gross margin decreased XXX basis points to XXXX percent This quarter NIKE drove progress through our Win Now actions in our priority areas of North"  
[X Link](https://x.com/AlphaSenseInc/status/1973119823610781779) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-09-30T20:16Z 28.1K followers, 3872 engagements


"$CAG Earnings: - In the quarter net sales decreased XXX% to$2.6 billion - Reported diluted earnings per share (EPS) was $XXXX a XXXX% decrease. Adjusted EPS was $XXXX a XXXX% decrease. - Gross profit decreased XXXX% to $XXX million in the quarter and adjusted gross profit decreased XXXX% to$644 million as productivity was more than offset bylower net sales thenegative impact of cost of goods sold inflationand lost profit from divested businesses. Gross margin decreased XXX basis points to24.3% in the quarter and adjusted gross margin decreased XXX basis points to 24.4%. Sean Connolly"  
[X Link](https://x.com/AlphaSenseInc/status/1973350793961963696) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-01T11:34Z 28.1K followers, 1885 engagements


"You are definitely going to need humans in the loop on this. You're going to need humans to have conviction. There is not going to be a fund that is completely AI. - Hunter Baltutat The Carlyle Group #AlphaSummit"  
[X Link](https://x.com/AlphaSenseInc/status/1975597491946201351) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-07T16:22Z 28.1K followers, 1397 engagements


"$DAL Earnings: Non-GAAP Financial Results - Operating revenue of $XXXX billion - Earnings per share of $XXXX - Operating income of $XXX billion with an operating margin of XXXX percent - Pre-tax income of $XXX billion with a pre-tax margin of XXX percent "Delta's competitive advantages and differentiation have never been more evident and thanks to the hard work of our people we continue to elevate the customer experience and extend our industry leadership. We delivered September quarter results at the top end of our expectations on a combination of strong execution and improving fundamentals""  
[X Link](https://x.com/AlphaSenseInc/status/1976249083791589861) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-09T11:31Z 28.1K followers, 1850 engagements


"$PEP Earnings: - Revenue: $XXXXX billion - Net Income: $XXXX billion - EPS: $XXXX Our reported net revenue growth accelerated and reflects the resilience of our international business improved momentum within North America Beverages and the benefits of our portfolio reshaping actions said Chairman and CEO Ramon Laguarta. Laguarta continued As we look ahead to the balance of this year and beyond our top priorities are to accelerate growth and aggressively optimize our cost structure. To accomplish this we are introducing a strong pipeline of innovation to accelerate portfolio transformation"  
[X Link](https://x.com/AlphaSenseInc/status/1976252180442096005) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-09T11:43Z 28.1K followers, 3123 engagements


"👏 We just wrapped #AlphaSummit yesterday and we are still feeling the enthusiasm from our customers this morning after X days in Brooklyn We heard from some inspiring speakers: including legends like Coach Nick Saban and former @GoldmanSachs CEO Lloyd Blankfein. We hit $500M in ARR announced the acquisition of Carousel and launched Financial Data as well as end-to-end agentic AI Workflows. It was clear from all the conversations that took place this week: the demand for trusted enterprise-wide AI insights is only getting louder and 6500 of you are already driving smarter decisions in your"  
[X Link](https://x.com/AlphaSenseInc/status/1976309827908358260) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-09T15:32Z 28.1K followers, 1964 engagements


"$LEVI Earnings: - Net Revenues of $XXX billion were up X% on a reported and organic basis versus Q3 2024. - Diluted earnings per share from continuing operations was $XXXX compared to $XXXX in Q3 2024. Adjusted diluted earnings per share was $XXXX compared to $XXXX in Q3 2024. - DTC (Direct-to-Consumer) net revenues increased XX% on a reported basis and X% 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 grew XX% on a reported basis and XX% on an organic basis. DTC comprised"  
[X Link](https://x.com/AlphaSenseInc/status/1976384822265131401) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-09T20:30Z 28.1K followers, 2826 engagements


"In life sciences timing is everything but disconnected data and missed insights can slow your next big breakthrough. The good news: AI is changing that. By unifying trusted data across trials regulatory updates and competitive intelligence life sciences teams can move from a reactive to a predictive strategy with confidence. Join AlphaSense's Andy Smith and Dale Evenson this week for our live demo to see how leaders use AI to surface insights in seconds connect trial and regulatory data to strategy and accelerate decision-making across teams"  
[X Link](https://x.com/AlphaSenseInc/status/1977713681103192406) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-13T12:31Z 28.1K followers, 1788 engagements


"$JPM Earnings: - Revenue of $XXXX billion and managed revenue of $XXXX billion - EPS: $XXXX - Expense of $XXXX billion; reported overhead ratio of XX% and managed overhead ratio of XX% - Credit costs of $XXX billion with $XXX billion of net charge-offs and an $XXX million net reserve build - Average loans up X% YoY up X% QoQ; average deposits up X% YoY up X% QoQ - Markets revenue up XX% YoY with Fixed Income Markets up XX% and Equity Markets up XX% - AUM of $XXX trillion up XX% YoY Jamie Dimon Chairman and CEO commented: The Firm reported strong results in the third quarter generating net"  
[X Link](https://x.com/AlphaSenseInc/status/1978048471849410649) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-14T10:41Z 28.1K followers, 3864 engagements


"$WFC Earnings: - Net income of $XXX billion or $XXXX per diluted share - Consumer Small and Business Banking was up X% driven by lower deposit pricing and higher deposit and loan balances including the impact of the transfer noted above - Home Lending was up X% due to higher mortgage banking fees including gains on the sales of mortgage servicing rights partially offset by lower net interest income on lower loan balances - Net interest income was down XX% due to the impact of lower interest rates and lower deposit and loan balances including the impact of the transfer noted above partially"  
[X Link](https://x.com/AlphaSenseInc/status/1978049858977026307) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-14T10:46Z 28.1K followers, 2137 engagements


"$JNJ Earnings: - Sales: $XX billion - Adj. EPS: $XXXX "Johnson & Johnson delivered another strong performance in the third quarter fueled by the depth and strength of our portfolio and significant progress across our pipeline. With a sharpened focus on the six priority areas of Oncology Immunology Neuroscience Cardiovascular Surgery and Vision Johnson & Johnson is in a new era of accelerated growth and innovation with pioneering treatments that will continue to transform lives." - Joaquin Duato Chairman & Chief Executive Officer"  
[X Link](https://x.com/AlphaSenseInc/status/1978052195816747434) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-14T10:56Z 28.1K followers, 2049 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 $XXX million - Identical sales increased XXX% as adjusted - Digital sales increased XX% - Loyalty members increased XX% to XXXX million "In the second quarter we delivered solid operating and financial results while continuing to invest in our core business and elevate the customer experience" said Susan Morris Chief Executive Officer. "Strong performance against our strategic priorities fueled deeper engagement across our digital platforms resulting in"  
[X Link](https://x.com/AlphaSenseInc/status/1978061500074877322) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-14T11:33Z 28.1K followers, 2077 engagements


"$GS Earnings: - EPS: $XXXXX - Net revenue: $XXXXX billion - Net earnings: $XXXX billion - Annualized return on average common shareholders equity (ROE) was XXXX% for the third quarter of 2025 and XXXX% for the first nine months of 2025. - Book value per common share increased by XXX% during the third quarter of 2025 and by XXX% during the first nine months of 2025 to $XXXXXX. David Solomon Chairman and CEO of Goldman Sachs saidThis quarter's results reflect the strength of our client franchise and focus on executing our strategic priorities in an improved market environment. Across our"  
[X Link](https://x.com/AlphaSenseInc/status/1978062548764074155) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-14T11:37Z 28.1K followers, 1958 engagements


"$UAL Earnings: - Q3 diluted earnings per share of $2.90; Q3 adjusted diluted earnings per shareof $XXXX above the top end of guidance; Q4 adjusted diluted earnings per share guidance of $XXXX to $XXXX - Total operating revenue of $XXXX billion up XXX% compared to third-quarter 2024. - TRASM down (4.3%) compared to third-quarter 2024. - Capacity up XXX% compared to third-quarter 2024. "We've invested in customers at every price point: Seatback screens an industry-leading mobile app extra legroom a lie-flat United Polaris seat and fast free reliable Starlink on every plane by 2027. Our"  
[X Link](https://x.com/AlphaSenseInc/status/1978552224818008236) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-15T20:03Z 28.1K followers, 2920 engagements


"$TSM reported strong Q3 2025 results with revenue of $XXXX billion driven by robust AI demand and leading-edge process technologies. The company raised its full-year 2025 revenue growth guidance to mid-30s percent and increased its CapEx range to $40-42 billion. Management emphasized the structural nature of AI demand with token growth accelerating exponentially and customers requesting significant capacity expansions across multiple geographies. Key Financial Results: - Q3 2025 revenue of $XXXX billion representing XXXX% sequential growth and slightly ahead of guidance - Gross margin"  
[X Link](https://x.com/AlphaSenseInc/status/1978765277941604490) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-16T10:09Z 28.1K followers, 3197 engagements


"$WY Earnings: - Net earnings of $XX million or $XXXX per diluted share Our teams delivered solid operating performance in the second quarter said Devin W. Stockfish president and chief executive officer. Notwithstanding the challenging market backdrop we continue to demonstrate our commitment to returning meaningful amounts of cash back to shareholders while also capitalizing on strategic portfolio optimization opportunities. Notably we significantly increased our share repurchase activity in the second quarter and we continue to enhance the value of our timberlands portfolio with"  
[X Link](https://x.com/AlphaSenseInc/status/1948476634249486475) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-07-24T20:13Z 28.1K followers, 1402 engagements


"An interview with an $INTC employee offers a deep look into Europe's challenges and leverage in the semiconductor industry ( $TSM $ASML ): - The expert believes that Europe's semiconductor industry faces significant challenges in terms of manufacturing scale access to advanced technology and talent acquisition. Most European fabs still operate on nodes above XX nm. With no sub-5 nm production in Europe the region remains dependent on U.S. and Asian suppliers creating strategic risk. However Europe retains a vital advantage through $ASML's EUV lithography technology which underpins global"  
[X Link](https://x.com/AlphaSenseInc/status/1976646147042386095) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-10T13:49Z 28.1K followers, 5382 engagements


"OpenAI and Broadcom announce strategic collaboration to deploy XX gigawatts of OpenAI-designed AI accelerators "OpenAI and Broadcom Inc. (NASDAQ: $AVGO) today announced a collaboration for XX gigawatts of custom AI accelerators. OpenAI will design the accelerators and systems which will be developed and deployed in partnership with Broadcom. By designing its own chips and systems OpenAI can embed what its learned from developing frontier models and products directly into the hardware unlocking new levels of capability and intelligence. The racks scaled entirely with Ethernet and other"  
[X Link](https://x.com/AlphaSenseInc/status/1977727596314980656) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-13T13:26Z 28.1K followers, 3809 engagements


"An industry expert compares $TSLA's and $GOOGL's Waymo cost structures: - The expert emphasized that $TSLA's long-term cost target of $0.30-$0.40 per mile for its robotaxi operations is extremely ambitious given that current costs are several dollars per mile but he views it as an appropriate long-term goal for achieving sustainable operations. - He highlighted several key levers for driving this reduction. The most significant is removing the in-vehicle safety operator which alone could save around $X per mile. Another critical factor is increasing vehicle utilization: $TSLA must ensure that"  
[X Link](https://x.com/AlphaSenseInc/status/1978878746040905933) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-16T17:40Z 28.1K followers, 13.1K engagements


"Former $AMZN employee highlights $AMZN's dominance in retail media and the rising AI threat ( $MSFT $GOOGL ): - According to the expert automation has been key to $AMZN's success as it lowers the expertise barrier for small sellers while maintaining strong performance metrics. On average advertisers on $AMZN see ROAS between 2:1 and 4:1 reflecting both the platform's high-intent traffic and the effectiveness of its AI-driven ad optimization tools a level of sophistication that he believes outpaces most other retail media networks. - The expert highlighted that agentic AI is reshaping the"  
[X Link](https://x.com/AlphaSenseInc/status/1979195487883325554) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-17T14:39Z 28.1K followers, 18K engagements


"EA Announces Agreement to be Acquired by PIF Silver Lake and Affinity Partners for $XX Billion "Electronic Arts Inc. (NASDAQ: $EA) (EA or the Company) a global leader in interactive entertainment today announced that it has entered into a definitive agreement to be acquired by an investor consortium (the Consortium) comprised of PIF Silver Lake and Affinity Partners in an all-cash transaction that values EA at an enterprise value of approximately $XX billion. The transaction positions EA to accelerate innovation and growth to build the future of entertainment. Under the terms of the agreement"  
[X Link](https://x.com/AlphaSenseInc/status/1972634341386657961) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-09-29T12:07Z 28.1K followers, 1.2M engagements


"📈 Earnings season heats up this week as XX S&P XXX companies report Q3 results. Follow us here for the latest results market news and company updates. $AA $AAL $AGNC $ALK $AN $APH $BAH $BSX $CCK $CCS $CLF $COF $DECK $DOV $DOW $ELV $FCX $GE $GEV $GM $HAS $HLT $HON $IBM $INTC $ISRG $KMI $KNX $KO $LMT $LRCX $LUV $NEM $NFLX $NOC $NOK $NXT $PHM $PM $PG $QS $RTX $SAP $STLD $TCBI $TSLA $TXN $VRT"  
[X Link](https://x.com/AlphaSenseInc/status/1980062823934812215) [@AlphaSenseInc](/creator/x/AlphaSenseInc) 2025-10-20T00:05Z 28.1K followers, 1916 engagements