#  @TheTranscript_ The Transcript Major tech companies like Amazon, Microsoft, Alphabet, and Meta are investing heavily in AI infrastructure, with significant capital expenditures to support their growth. Several companies, including Uber, DoorDash, and Shopify, reported strong quarterly results, driven by growth in their core businesses and increasing adoption of AI technologies. CEOs across various industries, from tech to retail, are sharing insights on the impact of AI, changing consumer behavior, and the competitive landscape in their respective markets. ### Engagements: [------] [#](/creator/twitter::923687530045759488/interactions)  - [--] Week [-------] +17% - [--] Month [---------] +190% - [--] Months [----------] -28% - [--] Year [----------] +3.60% ### Mentions: [---] [#](/creator/twitter::923687530045759488/posts_active)  - [--] Week [---] -14% - [--] Month [---] +67% - [--] Months [-----] -9.30% - [--] Year [-----] -14% ### Followers: [------] [#](/creator/twitter::923687530045759488/followers)  - [--] Week [------] +0.23% - [--] Month [------] +1.90% - [--] Months [------] +8.30% - [--] Year [------] +25% ### CreatorRank: [-------] [#](/creator/twitter::923687530045759488/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #2170 [technology brands](/list/technology-brands) 33.1% [finance](/list/finance) 21.48% [cryptocurrencies](/list/cryptocurrencies) #5858 [financial services](/list/financial-services) #2329 [countries](/list/countries) 3.87% [social networks](/list/social-networks) 3.17% [currencies](/list/currencies) 2.82% [exchanges](/list/exchanges) #1509 [automotive brands](/list/automotive-brands) 1.06% **Social topic influence** [ceo](/topic/ceo) #379, [ai](/topic/ai) #3100, [strong](/topic/strong) #2342, [$googl](/topic/$googl) #755, [business](/topic/business) #3020, [$amzn](/topic/$amzn) #72, [we are](/topic/we-are) 6.69%, [in the](/topic/in-the) 6.69%, [$goog](/topic/$goog) #8, [more than](/topic/more-than) 6.34% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@acce](/creator/undefined) [@omillionaires](/creator/undefined) [@benthompson](/creator/undefined) [@eastdakota](/creator/undefined) [@dkhos](/creator/undefined) [@ajassy](/creator/undefined) [@sylvanfund](/creator/undefined) [@truthbelowg](/creator/undefined) [@maximus_holla](/creator/undefined) [@isabelnet_sa](/creator/undefined) [@pugetpointcap](/creator/undefined) [@hparkerevans](/creator/undefined) [@ericsoda](/creator/undefined) [@timcook](/creator/undefined) [@briansozzi](/creator/undefined) [@lisasu](/creator/undefined) [@uber](/creator/undefined) [@uberfreight](/creator/undefined) [@yellowbull11](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Spotify Technology (SPOT)](/topic/$spot) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Microsoft Corp. (MSFT)](/topic/$msft) [J B Hunt Transport Services Inc (JBHT)](/topic/$jbht) [Mastercard, Inc. (MA)](/topic/$ma) [Texas Instruments (TXN)](/topic/$txn) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Advanced Micro Devices (AMD)](/topic/$amd) [American Express Company (AXP)](/topic/$axp) [Cloudflare, Inc. (NET)](/topic/$net) [DisChain (DIS)](/topic/$dis) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Intel Corporation (INTC)](/topic/$intc) [IAC/InterActiveCorp Common Stock (IAC)](/topic/$iac) [UBS Group AG (UBS)](/topic/$ubs) [Electroneum (ETN)](/topic/$etn) [CHEGG, INC. (CHGG)](/topic/$chgg) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Nucor, Corp. (NUE)](/topic/$nue) [Fastenal Company (FAST)](/topic/$fast) [Alcoa, Corp. (AA)](/topic/$aa) [GM (GM)](/topic/$gm) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Apple, Inc. (AAPL)](/topic/$aapl) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Eli Lilly and Company (LLY)](/topic/$lly) [Arm Holdings plc (ARM)](/topic/$arm) [Bloom Energy Corporation (BE)](/topic/$be) [Coca-Cola Co (KO)](/topic/$ko) [Mario Coin (COIN)](/topic/$coin) [Ares Management, Corp. (ARES)](/topic/$ares) [Dutch Bros, Inc. (BROS)](/topic/$bros) [Simon Property Group Inc (SPG)](/topic/$spg) ### Top Social Posts Top posts by engagements in the last [--] hours "Anglo American expects De Beers underlying EBITDA to turn negative in [----] as weak diamond market conditions persist triggering an impairment review that could weigh on full-year results:" [X Link](https://x.com/TheTranscript_/status/2019322827606798581) 2026-02-05T08:10Z 96K followers, [----] engagements "$ARES CEO: AI will disrupt some software not all. "It is interesting to see how the markets are thinking about software companies as all being equal and not really understanding the difference between companies that could get disrupted by AI in places like digital content creation or data analytics and visualization versus like real entrenched enterprise systems." https://twitter.com/i/web/status/2020215128684392542 https://twitter.com/i/web/status/2020215128684392542" [X Link](https://x.com/TheTranscript_/status/2020215128684392542) 2026-02-07T19:16Z 96K followers, 24.4K engagements "AI-driven changes in Google Search reducing referral traffic & impacting user engagement across multiple sectors: $IAC CEO: "The portion of our traffic that comes from Google Search has declined from 52% to 28%" $GRPN CEO: "Google is significantly changing the behavior of the search result pages.What we see is that we have declining traffic." $CARG CEO: "on Google when Google provides the AI response there's a much lower click rate on it because it's typically a user getting the answer in that response and they don't need to go further. With auto it's different." $NRDS CEO: "Organic search is" [X Link](https://x.com/TheTranscript_/status/1954679157604147446) 2025-08-10T23:00Z 96K followers, 456.6K engagements "$TXN Texas Instruments CEO at the $UBS conference speaking about the growth path of the [--] end markets: Industrial: Fast recovery double-digit growth not yet at [----] peak. Largest sector benefiting from factory automation and renewable energy investments. Automotive: Single-digit growth secular content increase per vehicle China EV adoption driving growth (20% of revenue). Data Center: $1.2B in [----] growth 50%; stand-alone reporting starting 2026; long-term potential double-digit TAM contribution. https://twitter.com/i/web/status/2000211689133019424" [X Link](https://x.com/TheTranscript_/status/2000211689133019424) 2025-12-14T14:30Z 96K followers, 17.7K engagements "Dan Loeb: "A simple query into Claudes chatbot: 'Which companies is Anthropic capable of dislocating or disrupting' yields some fascinating results and was in our view a fruitful source of hedges for our firm."" [X Link](https://x.com/TheTranscript_/status/2020514805849669715) 2026-02-08T15:07Z 96K followers, 168.6K engagements "Dutch Bros CEO: ".Dutch Bros not only delivered a record-breaking year but reinforced our well-defined path of sustainable profitable growth." $BROS: 13% AH" [X Link](https://x.com/TheTranscript_/status/2022088452561609168) 2026-02-12T23:20Z 96K followers, [----] engagements "$AMAT CEO: Gross margins at highest levels in [--] years "What I'd like to say is that we made progress in gross margins up [---] basis points since I became CEO and we're now at the highest level in [--] years and I strongly believe we're driving the right actions to sustainably increase the value we create for customers and for Applied to share in the value we are creating." https://twitter.com/i/web/status/2022361440158453929 https://twitter.com/i/web/status/2022361440158453929" [X Link](https://x.com/TheTranscript_/status/2022361440158453929) 2026-02-13T17:25Z 96K followers, [----] engagements "This is all you need for a complete coverage of the Q4 [--] earnings season Link: https://thetranscript.substack.com/subscribe https://thetranscript.substack.com/subscribe" [X Link](https://x.com/TheTranscript_/status/2018684856855630268) 2026-02-03T13:55Z 96K followers, 17.6K engagements "$LVMH CEO on the FY [--] outlook: "this year there's no doubt that with continued geopolitical crisis with economic uncertainty with the policy that certain countries our own that are against companies to tax them to the hilt and create unemployment. I think there's a reason to be somewhat reserved." https://twitter.com/i/web/status/2019833513621742045 https://twitter.com/i/web/status/2019833513621742045" [X Link](https://x.com/TheTranscript_/status/2019833513621742045) 2026-02-06T18:00Z 96K followers, [----] engagements "Sphere Entertainment CEO: "As we begin [----] we remain focused on expanding Spheres global footprint including advancing our plans to bring Sphere to Abu Dhabi and National Harbor.-." $SPHR: +14% PM" [X Link](https://x.com/TheTranscript_/status/2021941350414135397) 2026-02-12T13:35Z 96K followers, [----] engagements "Stratechery's @benthompson: "I think the ideal outcome for Google is they never put ads in Gemini but they understand so much about you because of what you do in Gemini that they can then manifest that through ads on YouTube through ads on Google through ads on their other properties and the challenge for OpenAI is they only have one place to put inventory which is in ChatGPT."" [X Link](https://x.com/TheTranscript_/status/2021945356938870923) 2026-02-12T13:51Z 96K followers, 88.9K engagements "$AMD CEO last week: "Today [--] of the top [--] AI companies use Instinct to power production workloads across a growing range of use cases. With the MI350 Series we are entering the next phase of Instinct adoption expanding our footprint with existing partners and adding new customers." https://twitter.com/i/web/status/2021981382881452203 https://twitter.com/i/web/status/2021981382881452203" [X Link](https://x.com/TheTranscript_/status/2021981382881452203) 2026-02-12T16:15Z 96K followers, [----] engagements "$ABNB CEO: AI traffic converts better than Google ".what we see is that traffic that comes from chatbots converts at a higher rate than traffic that comes from Google." $GOOG $GOOGL" [X Link](https://x.com/TheTranscript_/status/2022082466354487767) 2026-02-12T22:56Z 96K followers, 51.4K engagements "$SPOT CO-CEO Spotify positioned as structural AI beneficiary with aligned ads + subscription model. If you look at the AI companies the business model is subscription and increasingly ads. That's what we excel at. So we have the right business model" [X Link](https://x.com/TheTranscript_/status/2022385310819377438) 2026-02-13T19:00Z 96K followers, [----] engagements "Microsoft commits to building frontier in-house foundationreducing OpenAI dependence "We have to develop our own foundation models which are at the absolute frontier with gigawatt-scale compute and some of the very best AI training teams in the world" - $MSFT AI chief FT" [X Link](https://x.com/TheTranscript_/status/2022460806131339518) 2026-02-14T00:00Z 96K followers, 11.5K engagements "$GOOG Google DeepMind CEO: Compute scarcity forced consolidation of Google Brain and DeepMind into one "It was getting complicated having two groups especially given the amount of compute needed in this scaling era even someone like Google didn't have enough compute to have two frontier projects under one house so we needed to combine all of our resources together. https://twitter.com/i/web/status/2022662177677627400 https://twitter.com/i/web/status/2022662177677627400" [X Link](https://x.com/TheTranscript_/status/2022662177677627400) 2026-02-14T13:20Z 96K followers, 11K engagements "$ETN CEO: "Our Electrical Americas backlog grew 31% year-over-year hitting an all-time record Aerospace backlog expanded 16% year-over-year Book-to-bill for the combined segments was above [---] on a quarterly basis or [---] on a rolling 12-month basis."" [X Link](https://x.com/TheTranscript_/status/2022732608980074811) 2026-02-14T18:00Z 96K followers, [----] engagements "$SPG Simon Property Group CEO: "Hopefully AI will solve it for us so we dont have to negotiate. It will just say: Here is the rent that the tenant and landlord should agree on."" [X Link](https://x.com/TheTranscript_/status/2022747705777463672) 2026-02-14T19:00Z 96K followers, [----] engagements "AI-optimized concrete is here: "Using AI we can optimize our specialized concrete formulations for data center requirements." $AMRZ $META" [X Link](https://x.com/TheTranscript_/status/1945492765074182556) 2025-07-16T14:36Z 96.1K followers, [----] engagements "Tuesday's earnings: Before Open: $NBIS $SE $DAVA $HSAI $BWAY $CRNT $CWCO $CVGI $KALV After Close: $OKLO $AII $CAE $PAL $EPM $PXLW $SMWB $FTHM $DOX $QUIK" [X Link](https://x.com/TheTranscript_/status/1988002984446525668) 2025-11-10T21:57Z 96.1K followers, [----] engagements "$ADYEY Adyen CFO: "Back in [----] we processed EUR [--] billion in payments volume.over the last decade we've scaled it to over EUR [---] trillion in payments volume. That's a 45% CAGR over the last decade. We've shown a proven ability to scale our platform and with our customers over these years. And that EUR [---] trillion is the basis for our future growth into the next decade as well." https://twitter.com/i/web/status/1988668148028183029 https://twitter.com/i/web/status/1988668148028183029" [X Link](https://x.com/TheTranscript_/status/1988668148028183029) 2025-11-12T18:00Z 95.9K followers, [----] engagements "$CHGG CEO: AI reduced Cheggs reliance on human content creation improving margins "Our investments in AI have enabled us to continue to reduce our CapEx while still delivering a high-quality experience that our students expect from us"" [X Link](https://x.com/TheTranscript_/status/1991929623857541204) 2025-11-21T18:00Z 95.9K followers, [----] engagements "Analyst question to DaVita CFO: "So should we just simply think about share repurchase equals free cash flow give or take unless you find some interesting M&A opportunities" $DVA CFO & Treasurer: "In general yes nothing has changed about our philosophy."" [X Link](https://x.com/TheTranscript_/status/1993741683570430052) 2025-11-26T18:00Z 96K followers, [----] engagements "$ZIP ZipRecruiter CFO: LLM-based job seeker traffic up 140% QoQ accelerating from 60% in the prior quarter We're experiencing a significant amount of growth from LLM-based traffic as well. It's up 140% last quarter on a quarter-over-quarter basis and that's faster than the 60% or so in the prior quarter. https://twitter.com/i/web/status/1998180869249564962 https://twitter.com/i/web/status/1998180869249564962" [X Link](https://x.com/TheTranscript_/status/1998180869249564962) 2025-12-09T00:00Z 95.9K followers, [----] engagements "$ZIP ZipRecruiter CFO: "with the increased amount of uncertainty in the market the currently employed are less likely to leave their current jobs. And by the way that quits rate that is the most significant driver of hiring overall in the U.S."" [X Link](https://x.com/TheTranscript_/status/1998905624650985726) 2025-12-11T00:00Z 95.9K followers, [----] engagements "$ZG Zillow Group CFO: "So Q3 we grew total revenue 16% year-over-year. And that was in a really bad housing market which has been persistent for the last few years at this point but at some point will change. But we grew revenue 16%."" [X Link](https://x.com/TheTranscript_/status/1999875726846329250) 2025-12-13T16:15Z 96K followers, [----] engagements "$PARA $NFLX Paramount CEO says $WBD tie-up would create 200M global subs matching Disney "Paramount+ today is 79M global subscribers. WBD is 122M. When you basically dedupe that you get to 200M global subs at close which puts us on par with Disney but still significantly below Netflix at 310M or Amazon at about that number." https://twitter.com/i/web/status/2000189046145085873 https://twitter.com/i/web/status/2000189046145085873" [X Link](https://x.com/TheTranscript_/status/2000189046145085873) 2025-12-14T13:00Z 96K followers, 10.7K engagements "Lennar Corp CEO: "To address continued market declines we maintained 14% in incentives and price adjustments while continuing to focus on volume.affordability and consumer confidence have remained challenging as interest rates moderated" $LEN: -1% AH" [X Link](https://x.com/TheTranscript_/status/2001408331403985121) 2025-12-17T21:45Z 96K followers, [----] engagements "$EFX CEO: Equifax has a defensible edge in income and employment data across multiple verticals. We have payroll data on roughly 60% of the working population in the United States. It's used in mortgage auto loans background screeners personal loans and government" [X Link](https://x.com/TheTranscript_/status/2003861990423556200) 2025-12-24T16:15Z 96K followers, [----] engagements "$KKR Co-CEO Scott Nuttall: "The largest [---] U.S. companies in the United States have seen their margins expand materially in the last [--] years 14% to 19%. The next [----] companies have had their margins flat and are working to stay even."" [X Link](https://x.com/TheTranscript_/status/2005428570961953218) 2025-12-29T00:00Z 96K followers, 44K engagements "$KKR Co-CEO urges investors to ignore the negative headlines: "My ask of you as it pertains to KKR is do not believe the hype. Look at the facts."" [X Link](https://x.com/TheTranscript_/status/2005790974228979780) 2025-12-30T00:00Z 96K followers, [----] engagements "Albertsons CEO: "In the third quarter we delivered solid results." $ACI: +0.2% PM" [X Link](https://x.com/TheTranscript_/status/2008899537046315389) 2026-01-07T13:52Z 96.1K followers, [----] engagements "Brunello Cucinelli CEO: "We have closed a year which we have defined as record-breaking both in terms of revenues and brand image"" [X Link](https://x.com/TheTranscript_/status/2011117660587610463) 2026-01-13T16:46Z 95.9K followers, [----] engagements "Earnings tomorrow include TSMC Morgan Stanley BlackRock and Goldman Sachs: $TSM $FHN $BSVN $MS $GS $BLK $NUE $JBHT $TSMC" [X Link](https://x.com/TheTranscript_/status/2011558976463519897) 2026-01-14T22:00Z 95.9K followers, [----] engagements "J.B. Hunt Transport Services CEO: "Our team finished the year with another quarter of strong execution & financial results. We have momentum with our operational excellence that is setting us apart with customers." $JBHT: -3.6% AH" [X Link](https://x.com/TheTranscript_/status/2011908379803873585) 2026-01-15T21:08Z 96K followers, [----] engagements "PNC Financial Services CEO: ".2025 was a successful year.Were entering [----] with great momentum." $PNC: +3% today" [X Link](https://x.com/TheTranscript_/status/2012176236898918633) 2026-01-16T14:52Z 96K followers, [----] engagements "Meanwhile in the WD-40 Earnings call: "You said you said let me get the exact quote "all indicators point to strong results." So what -- if you could give us more detail on what these indicators are $WDFC" [X Link](https://x.com/TheTranscript_/status/2012600838859149677) 2026-01-17T19:00Z 96K followers, 20.7K engagements "Fastenal: "Even though industrial production was still sluggish in Q4 [----] sales performance reflects the contribution from improved customer contract signings since Q1 24." $FAST: -4% today" [X Link](https://x.com/TheTranscript_/status/2013625804433866897) 2026-01-20T14:52Z 96K followers, [----] engagements "$DHR Danaher CEO last week reaffirmed the company's [----] guide: 36% core growth [---] bps margin expansion & high-single-digit EPS growth. We expect core revenue growth being between 3% and 6% adjusted operating profit margin expansion of over [---] basis points as well as adjusted EPS growth of high single digits for [----]. https://twitter.com/i/web/status/2014035286305677650 https://twitter.com/i/web/status/2014035286305677650" [X Link](https://x.com/TheTranscript_/status/2014035286305677650) 2026-01-21T18:00Z 96K followers, [----] engagements "$JBHT CEO: "Overall peak season demand was in line with normal seasonality led by e-commerce-related volume. On the capacity side the truckload market became noticeably tighter beginning the week before Thanksgiving and didn't recover through the end of the year. We believe this was driven primarily by supply or tighter truckload capacity due to higher levels of regulatory enforcement.we're clearly seeing between visa policies and immigration capacity is definitely tighter." https://twitter.com/i/web/status/2014371236437270898 https://twitter.com/i/web/status/2014371236437270898" [X Link](https://x.com/TheTranscript_/status/2014371236437270898) 2026-01-22T16:15Z 96K followers, [----] engagements "Alcoa CEO: "Reflecting on [----] we maintained our pace of delivering on key operational strategic and capital allocation objectives while setting numerous production records" $AA: +3% AH" [X Link](https://x.com/TheTranscript_/status/2014449737865241067) 2026-01-22T21:26Z 95.9K followers, [----] engagements "Intuitive Surgical on FY26 expectations "The Company expects.worldwide da Vinci procedure growth of 13% to 15% in [----] compared to 18% in 2025." $ISRG: +3% AH" [X Link](https://x.com/TheTranscript_/status/2014450775754240479) 2026-01-22T21:31Z 96K followers, [----] engagements "$FAST CEO: "U.S. PMI and industrial production remained mixed with non-manufacturing segments showing relative weakness. PMI averaged [----] for 4Q25 while industrial production was slightly positive in Oct./Nov. compared to the same period last year."" [X Link](https://x.com/TheTranscript_/status/2015213047800037625) 2026-01-25T00:00Z 96K followers, [----] engagements "From the $IBKR Earnings Call Analyst: "two quarters in a row now but account growth is still very strong north of 30%. Thomas any specifics on how long you can keep this up" Thomas Peterffy: "As long as I shall live. No that's my answer"" [X Link](https://x.com/TheTranscript_/status/2015575436957557193) 2026-01-26T00:00Z 96K followers, [----] engagements "Monday Before Open: $RYAAY $STLD $BKR $BOH $BMRC $HBT $DX After Close: $AGNC $BRO $NUE $CR $SANM $AGYS $WAL $GGG $WRB $ARE $FRBA $SPFI" [X Link](https://x.com/TheTranscript_/status/2015801706479558776) 2026-01-26T14:59Z 96.1K followers, [----] engagements "Ryanair Holdings misses on earnings: "Q3 revenue rose 9% to 3.21bn. Scheduled revenue increased 10% to 2.10bn as traffic grew 6% with 4% higher fares thanks to strong Oct. school mid-term and close-in Christmas/New Year bookings" $RYAAY" [X Link](https://x.com/TheTranscript_/status/2015808794085769632) 2026-01-26T15:27Z 95.9K followers, [----] engagements "$JPM CEO Jamie Dimon: "Go to the call centers go to the branch I ask people at the branch What is the biggest complaint you have. I said Why not a little early next time Open the door. Give her a cup of coffee. So now I mandate you got to open the doors [--] or [--] minutes ahead of time. I dont want to hear that crap. Treat people the way you want to be treated. If our policies dont work rewrite them." https://twitter.com/i/web/status/2015862333990699494 https://twitter.com/i/web/status/2015862333990699494" [X Link](https://x.com/TheTranscript_/status/2015862333990699494) 2026-01-26T19:00Z 95.9K followers, 264K engagements "$FAST CEO shared a humorous anecdote about misreading an old weather warning email: I had an e-mail from Casey Miller that scared me it had one sentence. Weather is killing us this month. I looked at it and it was an e-mail I saved from January [--] of 2025" [X Link](https://x.com/TheTranscript_/status/2015937837712212274) 2026-01-27T00:00Z 96K followers, [----] engagements "General Motors double beat CEO: ".an exceptional [----] while adapting to significant changes in tax and trade policy." $GM: +4.5% Pre-Market" [X Link](https://x.com/TheTranscript_/status/2016124281340506142) 2026-01-27T12:21Z 95.9K followers, [----] engagements "$GM CEO: "GM delivered full-year EBIT-adjusted at the high end of our guidance range and we are pleased that we delivered a total return of 54% for our investors. In the US we achieved our highest market share since [----] with low inventory low incentives and strong pricing"" [X Link](https://x.com/TheTranscript_/status/2016124624522600506) 2026-01-27T12:22Z 96K followers, [----] engagements "UnitedHealth Group CEO: "We confronted challenges directly and finished [----] as a much stronger company" $UNH: -17% Pre-Market $UNH: -10% AH on reports indicating the government will propose lower-than-expected Medicare rates for next year. $UNH reports FY [--] earnings tomorrow before markets open. https://t.co/F1Za5Y7VVU $UNH: -10% AH on reports indicating the government will propose lower-than-expected Medicare rates for next year. $UNH reports FY [--] earnings tomorrow before markets open. https://t.co/F1Za5Y7VVU" [X Link](https://x.com/TheTranscript_/status/2016126422067109931) 2026-01-27T12:29Z 96K followers, 20.2K engagements "$JBHT CEO: "Our current customer conversations focus on our [----] outlook and initiatives and how we can strategically support their supply chain strategies and growth. They are looking forward to a more stable trade policy a more confident consumer and potential benefits from higher tax refunds and policy changes. Our customers we talked to them about their [----] planning really leading into this year" https://twitter.com/i/web/status/2016209628905062477 https://twitter.com/i/web/status/2016209628905062477" [X Link](https://x.com/TheTranscript_/status/2016209628905062477) 2026-01-27T18:00Z 96K followers, [----] engagements "Texas Instruments CEO: "Revenue decreased 7% sequentially and increased 10% from the same quarter a year ago" $TXN: +6% AH" [X Link](https://x.com/TheTranscript_/status/2016263198509297679) 2026-01-27T21:33Z 96.1K followers, [----] engagements "Texas Instruments CEO: "Revenue decreased 7% QoQ and increased 10% YoY.TI's first quarter outlook is for revenue in the range of $4.32B to $4.68B and EPS between $1.22 and $1.48." $TXN" [X Link](https://x.com/TheTranscript_/status/2016263631088861438) 2026-01-27T21:34Z 96.1K followers, [----] engagements "Anthropic CEO last week: "Our revenue has grown 10x in the last three years from zero to $100M in [----] $100M to $1B in [----] and $1B to $10B in 2025." FT Exclusive: Anthropic is set to raise about $20bn from venture capitalists and other investors. The fundraising deal which is close to being finalised would value the AI company at $350bn. https://t.co/nmuNp4WC2F https://t.co/z4wEfN2Gcz FT Exclusive: Anthropic is set to raise about $20bn from venture capitalists and other investors. The fundraising deal which is close to being finalised would value the AI company at $350bn." [X Link](https://x.com/TheTranscript_/status/2016284996877885686) 2026-01-27T22:59Z 96K followers, 10.8K engagements "In this weeks newsletter: 🛒 $AMZN: Consumers have been pretty resilient. They continue to spend they continue to shop. I think that wherever they can they are trying to trade down in price $PG: Greater China organic sales grew 3% another quarter of growth in what remains a challenging consumer environment 🤝 $JPM: And this could be one of the best if not the best years for dealmaking.The large megadeals are coming back 👩💻 $GOOGL: For the last I would say three to four years its been unbelievably intense. You know 100-hour weeks [--] weeks a year and thats the norm. I think thats what you" [X Link](https://x.com/TheTranscript_/status/2016376880027275265) 2026-01-28T05:04Z 95.9K followers, [----] engagements "SK Hynix: "The annual revenue increased by more than KRW 30T won while the annual operating profit nearly doubled Y/Y marking the highest annual performance in the companys history." FY [--] Results (KRW) Revenue: +47% to 97.1tn Operating profit: +101% to 47.2tn Operating margin: +14pp to 49% Net income: +117% to 42.9tn https://twitter.com/i/web/status/2016452053426479207 https://twitter.com/i/web/status/2016452053426479207" [X Link](https://x.com/TheTranscript_/status/2016452053426479207) 2026-01-28T10:03Z 95.9K followers, 46K engagements "SK Hynix: "As the AI market shifts from training to inference while demand for distributed architectures expands the role of memory will become increasingly critical. Accordingly not only demand for high-performance memory such as HBM is expected to grow continuously but also for overall memory products including server DRAM and NAND as well." SK Hynix: "The annual revenue increased by more than KRW 30T won while the annual operating profit nearly doubled Y/Y marking the highest annual performance in the companys history." FY [--] Results (KRW) Revenue: +47% to 97.1tn Operating profit: +101% to" [X Link](https://x.com/TheTranscript_/status/2016452448076865915) 2026-01-28T10:05Z 95.9K followers, 40.4K engagements "SK Hynix vs the rest: SK Hynix: "The annual revenue increased by more than KRW 30T won while the annual operating profit nearly doubled Y/Y marking the highest annual performance in the companys history." FY [--] Results (KRW) Revenue: +47% to 97.1tn Operating profit: +101% to 47.2tn Operating https://t.co/TGTtkNP0rT SK Hynix: "The annual revenue increased by more than KRW 30T won while the annual operating profit nearly doubled Y/Y marking the highest annual performance in the companys history." FY [--] Results (KRW) Revenue: +47% to 97.1tn Operating profit: +101% to 47.2tn Operating" [X Link](https://x.com/TheTranscript_/status/2016452977477787982) 2026-01-28T10:07Z 95.9K followers, [----] engagements "Danaher double beat CEO: "We delivered a strong finish to the year with better-than-expected performance across our portfolio.Looking ahead we expect the gradual improvement in our end markets we saw through [----] to continue." $DHR: -5% Pre-Market" [X Link](https://x.com/TheTranscript_/status/2016497741120123165) 2026-01-28T13:05Z 95.9K followers, [----] engagements "GE Vernova double beat CEO: "We delivered strong financial performance in 2025.We increased our backlog to $150 billion with better equipment margins and are entering [----] with significant momentum" $GEV: -5% Pre-Market" [X Link](https://x.com/TheTranscript_/status/2016498378561953940) 2026-01-28T13:07Z 96.1K followers, [----] engagements "$STZ Constellation Brands CEO: "75% of the Hispanic consumers are very concerned about the socioeconomic environment and they're being much more careful about their spending patterns spending much more on what you would call consumer essentials versus other categories"" [X Link](https://x.com/TheTranscript_/status/2016572027013124334) 2026-01-28T18:00Z 96.1K followers, [----] engagements "$AA Alcoa CEO: Alcoas North American footprint provides tariff hedge "In North America the Midwest premium rose sharply providing a significant benefit to Alcoa given our US production. Importantly the higher Midwest premium fully offset tariff costs on shipments from Canada to the US. I'll remind everyone of the four smelters still operating in the US. Alcoa owns two giving us an advantage as the Midwest premium continues to increase." https://twitter.com/i/web/status/2016587111475138829 https://twitter.com/i/web/status/2016587111475138829" [X Link](https://x.com/TheTranscript_/status/2016587111475138829) 2026-01-28T19:00Z 95.9K followers, [----] engagements "CoStar responds to activist pressure: "Third Points demand that we abandon reflects their complete misunderstanding of our business industry and the strong progress we are making." $CSGP http://Homes.com As Jessie Livermore said in Reminiscences of a Stock Operator and further quoting Eccleastes "There is nothing new under the sun." There will always be a need for engaged shareholders to utilize the principles of Capitalism and Democracy to hold boards accountable. http://Homes.com As Jessie Livermore said in Reminiscences of a Stock Operator and further quoting Eccleastes "There is nothing" [X Link](https://x.com/TheTranscript_/status/2016590693687345381) 2026-01-28T19:14Z 96.1K followers, 10K engagements "Powell: ".the economy has once again surprised us with its strength. Not for the first time. Consumer spending.overall numbers are good & we are benefiting from the AI build-out of data centers. That is another thing we are benefiting from but the economy overall growth is on a solid footing it looks like." https://twitter.com/i/web/status/2016603097750020131 https://twitter.com/i/web/status/2016603097750020131" [X Link](https://x.com/TheTranscript_/status/2016603097750020131) 2026-01-28T20:03Z 96K followers, [----] engagements "$META CFO issues FY26 capex guidance $115135B vs. $70B in FY25 YoY increase of +64% to +93%: "We anticipate [----] capex. to be in the range of $115-135B with Y/Y growth driven by increased investment to support our Meta Superintelligence Labs efforts and core business"" [X Link](https://x.com/TheTranscript_/status/2016621940148965654) 2026-01-28T21:18Z 96K followers, 135.2K engagements "$LRCX Lam Research CEO: "Lam delivered another strong quarter to cap a record year.With AI accelerating we are ramping execution velocity across the company to support our customers' growth and realize our vision for multi-year outperformance"" [X Link](https://x.com/TheTranscript_/status/2016623287212625959) 2026-01-28T21:23Z 96K followers, [----] engagements "$MSFT CFO: "Microsoft Cloud revenue crossed $50B this quarter reflecting the strong demand for our portfolio of services. We exceeded expectations across revenue operating income and earnings per share"" [X Link](https://x.com/TheTranscript_/status/2016625253821165807) 2026-01-28T21:31Z 96K followers, [----] engagements "$LRCX Lam Research CEO: "WFE came in close to $110B. Our initial [----] view is for WFE to be in the $135B range with the growth in spending remaining constrained by a shortage of available clean space. Chipmakers have been public about their efforts to alleviate constraints but they have also commented on sold out conditions persisting indicating the magnitude of the challenge." $LRCX is setting an initial [----] WFE guide of $135B (compares with estimated [----] WFE of $110B) while noting growth would be higher if not for a shortage of clean-room space. Semicaps have priced in a lot but good news" [X Link](https://x.com/TheTranscript_/status/2016653788283609090) 2026-01-28T23:25Z 96K followers, [----] engagements "This is Thursday's earnings deck: Before Open: $MA $CAT $LMT $NOK $FLWS $LHX $NDAQ $BX $TSCO $RCL $MO $DOW After Close: $AAPL $SNDK $WDC $V $SAP $KLAC $SYK $CVCO $EMN $HITI $FHI $DECK Which ones are you looking forward to most" [X Link](https://x.com/TheTranscript_/status/2016829204328042866) 2026-01-29T11:02Z 95.9K followers, 10.5K engagements "Honeywell CEO: "We concluded [----] with strong results.Orders grew 23% stemming from robust demand in the Aerospace Tech & Energy & Sustainability Solutions segments.As a result we exited [----] with a record backlog of over $37B which positions us well for 2026" $HON: +0.2% PM" [X Link](https://x.com/TheTranscript_/status/2016832538107384202) 2026-01-29T11:15Z 95.9K followers, [----] engagements "Thermo Fisher Scientific CEO: ".we delivered a strong finish to 2025.We enter [----] from a position of strength" $TMO: +1% PM" [X Link](https://x.com/TheTranscript_/status/2016832864734589327) 2026-01-29T11:16Z 96K followers, [----] engagements "$MA Mastercard CEO: " The overall macroeconomic environment is supportive and we continue to see healthy consumer and business spending" Mastercard CEO: "2025 was another strong year for Mastercard with net revenue up 16% Y/Y or 15% on cc We're executing and winning with programs like the Apple Card and robust growth in value- added services and solutions at 23% or 21% cc" $MA: +2% Pre-Market https://t.co/t2vqkJk5Ah Mastercard CEO: "2025 was another strong year for Mastercard with net revenue up 16% Y/Y or 15% on cc We're executing and winning with programs like the Apple Card and robust" [X Link](https://x.com/TheTranscript_/status/2016879856164692084) 2026-01-29T14:23Z 96K followers, [----] engagements "$SAP down 16% today on cloud growth disappointment: "Large transformational deals with high cloud revenue ramps in outer years & termination for convenience clauses required by law negatively impacted Q4 constant currency current cloud backlog growth by 1pp"" [X Link](https://x.com/TheTranscript_/status/2016884713651057073) 2026-01-29T14:42Z 95.9K followers, 12.9K engagements "$NOW ServiceNow CEO tells investors the M&A panic is over and its time to return that lost $10B in market cap. "I noticed that we lost about $10B in market cap on that because of the worry. So now the worry is gone you can give us back to market cap. And no we're not going after anything large" https://twitter.com/i/web/status/2016895968784892017 https://twitter.com/i/web/status/2016895968784892017" [X Link](https://x.com/TheTranscript_/status/2016895968784892017) 2026-01-29T15:27Z 95.9K followers, 42.5K engagements "$NOW CEO asking for his $10B in market cap back: $NOW ServiceNow CEO tells investors the M&A panic is over and its time to return that lost $10B in market cap. "I noticed that we lost about $10B in market cap on that because of the worry. So now the worry is gone you can give us back to market cap. And no we're not going https://t.co/81j4efG3mP $NOW ServiceNow CEO tells investors the M&A panic is over and its time to return that lost $10B in market cap. "I noticed that we lost about $10B in market cap on that because of the worry. So now the worry is gone you can give us back to market cap." [X Link](https://x.com/TheTranscript_/status/2016907262871159030) 2026-01-29T16:12Z 95.9K followers, [----] engagements "Visa double beat: CEO: "Visa delivered a very strong fiscal first quarter with net revenue up 15% Y/Y GAAP EPS up 17% and non-GAAP EPS up 15% driven by resilient consumer spending and a strong holiday season" $V: -2% AH" [X Link](https://x.com/TheTranscript_/status/2016983191198876091) 2026-01-29T21:14Z 96K followers, [----] engagements "$V Operational Performance Metrics through January 21st 2026" [X Link](https://x.com/TheTranscript_/status/2016983357599478182) 2026-01-29T21:14Z 95.9K followers, [----] engagements "Deckers Outdoor CEO: "We are on track to deliver another incredible year with profitable growth at two premium and differentiated brands that operate in expanding segments of the global marketplace." $DECK: +15% AH" [X Link](https://x.com/TheTranscript_/status/2016985610834084008) 2026-01-29T21:23Z 96K followers, [----] engagements "Deckers Outdoor CEO: "Deckers produced record revenue and EPS in Q3 driven by the significant global demand for UGG and HOKA.UGG & HOKA each delivered high levels of full-price selling resulting in strong gross margins" $DECK Deckers Outdoor CEO: "We are on track to deliver another incredible year with profitable growth at two premium and differentiated brands that operate in expanding segments of the global marketplace." $DECK: +15% AH https://t.co/klcOAkg8vh Deckers Outdoor CEO: "We are on track to deliver another incredible year with profitable growth at two premium and differentiated" [X Link](https://x.com/TheTranscript_/status/2016985951373848912) 2026-01-29T21:24Z 96K followers, [----] engagements "Next week is a packed one in earnings:" [X Link](https://x.com/TheTranscript_/status/2016993323248922758) 2026-01-29T21:54Z 95.9K followers, 55.9K engagements "$AAPL CEO @tim_cook was asked how they came to choose Google as an AI & Siri partner: "We basically determined that Googles AI technology would provide the most capable foundation for us alongside our Apple Foundation Models. We believe we can unlock a lot of experiences and innovate in a key way due to the collaboration. We will continue to run on device and in private cloud compute and maintain our industry-leading privacy standards in doing so. In terms of the arrangement with Google we are not releasing the details of that" https://twitter.com/i/web/status/2017004899410858133" [X Link](https://x.com/TheTranscript_/status/2017004899410858133) 2026-01-29T22:40Z 95.9K followers, 13.2K engagements "Tim cook: "We basically determined that Google's AI technology would provide the most capable foundation for Apple Foundation Models" Sundar:" [X Link](https://x.com/TheTranscript_/status/2017131340932538753) 2026-01-30T07:02Z 95.9K followers, 24.8K engagements "SoFi Technologies CEO: "2025 was a tremendous year and the fourth quarter was nothing short of exceptional delivering more than $1B in quarterly revenue for the first time in our history." $SOFI: +6% Pre-Market" [X Link](https://x.com/TheTranscript_/status/2017232775217086654) 2026-01-30T13:45Z 95.9K followers, [----] engagements "American Express CEO: "2025 was a very strong year for American Express" $AXP: -2% Pre-Market" [X Link](https://x.com/TheTranscript_/status/2017234785760845884) 2026-01-30T13:53Z 96.1K followers, [----] engagements "$AXP CEO: "Full-year revenues grew 10% to reach another record & adjusted EPS increased 15% over last year. In Q4 [--] Card Member spending increased [--] percent FX-adjusted net card fee revenues grew double digits for the 30th consecutive quarter."" [X Link](https://x.com/TheTranscript_/status/2017235273105522708) 2026-01-30T13:55Z 95.9K followers, [----] engagements "$AXP CEO: "For the full year [----] we expect revenue growth of [--] to [--] percent and EPS in the range of $17.30 to $17.90 and we plan to increase our quarterly common stock dividend by approximately [--] percent" $AXP CEO: "Full-year revenues grew 10% to reach another record & adjusted EPS increased 15% over last year. In Q4 [--] Card Member spending increased [--] percent FX-adjusted net card fee revenues grew double digits for the 30th consecutive quarter." https://t.co/g3PNvFqX2z $AXP CEO: "Full-year revenues grew 10% to reach another record & adjusted EPS increased 15% over last year. In Q4 [--] Card" [X Link](https://x.com/TheTranscript_/status/2017235417565724768) 2026-01-30T13:56Z 95.9K followers, [----] engagements "$LVMH CEO: "So revenue just over EUR [--] billion. Let's state that it's twice what it was [--] years ago. Organic growth slightly negative on the year but positive in the second half. Our CFO will tell you more about the figures."" [X Link](https://x.com/TheTranscript_/status/2017240161545769304) 2026-01-30T14:15Z 95.9K followers, [----] engagements "$UAL United Airlines CEO: "The proof is in the numbers and we expect to be the only US airline that managed to grow EPS year-over-year despite all the headwinds. The United team truly is the best in global aviation"" [X Link](https://x.com/TheTranscript_/status/2017296800844288448) 2026-01-30T18:00Z 96.1K followers, [----] engagements "$UAL CEO: Business travel surging in early [----] with January revenue up nearly 20% YoY. This year for the same early January week business revenue is up high single digits and nearly 20% YoY. the further you push this math into February and March the stronger it potentially gets. https://twitter.com/i/web/status/2017311889689350347 https://twitter.com/i/web/status/2017311889689350347" [X Link](https://x.com/TheTranscript_/status/2017311889689350347) 2026-01-30T19:00Z 96.1K followers, [----] engagements "$NET CEO @eastdakota: "We cannot have a fair market for AI when Google leverages their search monopoly to see 3.2x as much of the web as OpenAI 4.8x as much as Microsoft & more than 6x as much as nearly everyone else. Most data wins in AI. Google needs to play by the same rules as everyone else" https://twitter.com/i/web/status/2017316426025926775 https://twitter.com/i/web/status/2017316426025926775" [X Link](https://x.com/TheTranscript_/status/2017316426025926775) 2026-01-30T19:18Z 96K followers, 11.9K engagements "$V CEO: Visa stablecoin settlement reaches $4.6B annualized run rate. Total stablecoin settlement has reached an annualized run rate of $4.6B globally we added stablecoin card issuance in [--] additional countries to surpass 50" [X Link](https://x.com/TheTranscript_/status/2017606332615168513) 2026-01-31T14:30Z 96K followers, 10.9K engagements "$NFLX Co- CEO Greg Peters: Ad tier expected to generate $3B in [----] up 100% YoY Ad sales two and a half times in [----]. We expect that business to roughly double again in [----] to about $3 billion.There is still a gap between the ad-tier ARM and ARM for standard without ads but that gap is narrowing We believe we can close that gap and that means upside in terms of ad revenue growth. https://twitter.com/i/web/status/2017659163271434614 https://twitter.com/i/web/status/2017659163271434614" [X Link](https://x.com/TheTranscript_/status/2017659163271434614) 2026-01-31T18:00Z 95.9K followers, [----] engagements "$META CEO: "Sales of AR glasses more than tripled last year and we think that there are some of the fastest growing consumer electronics in history. It's hard to imagine a world in several years where most glasses that people wear aren't AI glasses"" [X Link](https://x.com/TheTranscript_/status/2017674267048186344) 2026-01-31T19:00Z 95.9K followers, 13.6K engagements "$V Visa CEO: AI-driven fraud protection is scaling rapidly and reducing fraud globally. Our AI-powered Visa Account Attack Intelligence scored over 60B transactions and identified nearly 600M suspicious ones in the last [--] months. In LAC we have almost 90% of clients already activated and have prevented more than $10B of fraud. https://twitter.com/i/web/status/2017704459607113901 https://twitter.com/i/web/status/2017704459607113901" [X Link](https://x.com/TheTranscript_/status/2017704459607113901) 2026-01-31T21:00Z 96K followers, 14K engagements "$BX CEO: Blackstone this week posted its best financial results in its 40-year history Blackstone just reported the best results in our 40-year history with distributable earnings of $1.75 a share. This capped a record year for the firm"" [X Link](https://x.com/TheTranscript_/status/2017900757853610346) 2026-02-01T10:00Z 96.1K followers, [----] engagements "$LRCX Lam Research CFO: "In calendar year [----] revenue was a record coming in at $20.6B which was up 27% YoY Gross margin was 49.9% the highest result as a combined company since the Novellus merger Operating margin was 34.1% EPS was $4.89 up 49% YoY."" [X Link](https://x.com/TheTranscript_/status/2017968701367275523) 2026-02-01T14:30Z 96K followers, 11.4K engagements "$JBHT CEO: "Just a little bit of uptick in demand. I don't think there's a lot of elasticity left in supply. And so that uptick in demand could create an environment that's different than what we've seen in the last several years. Having said that we're not going to hold our breath. That's why we've said we're going to take care of what we do and really focus on what we're good at take market share and be a disciplined growth company. Maybe I'll turn it over to any of the other guys that want to comment." https://twitter.com/i/web/status/2017995116108271933" [X Link](https://x.com/TheTranscript_/status/2017995116108271933) 2026-02-01T16:15Z 96K followers, [----] engagements "Monday's earnings buffet includes Disney and Palantir: Before Open: $DIS $APTS $IDXX $TSN $TWST $NSSC $RVTY $HESM After Close: $PLTR $TER $NXPI $WWD $FN $RMBS $RMBS $DVA $SPG $DOC $TWO" [X Link](https://x.com/TheTranscript_/status/2018022801249288556) 2026-02-01T18:05Z 96K followers, 26.8K engagements "$BAC: "Today the US operates the worlds largest nuclear plant fleet. Combined with China and France these countries produce more than [----] terawatt-hours (TWh) of nuclear energy per year or 58% of global nuclear generation. However the rest of the world is looking to catch up" https://twitter.com/i/web/status/2018112170874311066 https://twitter.com/i/web/status/2018112170874311066" [X Link](https://x.com/TheTranscript_/status/2018112170874311066) 2026-02-02T00:00Z 96K followers, [----] engagements "Disney CEO: "We are pleased with the start to our fiscal year and our achievements reflect the tremendous progress weve made." $DIS: +1% Pre-Market" [X Link](https://x.com/TheTranscript_/status/2018296779867869436) 2026-02-02T12:13Z 95.9K followers, [----] engagements "Oracle plans to raise $45 to $50B in [----] to fund OCI expansion citing contracted demand from customers including NVIDIA Meta OpenAI AMD TikTok and xAI. The company plans to use a balanced combination of debt and equity financing. $ORCL: +6% PM" [X Link](https://x.com/TheTranscript_/status/2018308163791896891) 2026-02-02T12:58Z 95.9K followers, [----] engagements "$TGT new CEO starts today. "I began my career at Target more than two decades ago. Ive grown here learned here and worked alongside teams and partners who care deeply about our guests. Stepping into this role is both humbling and deeply personal." $TGT Incoming CEO: ".I've been fortunate to serve in a broad range of roles and functions over my [--] years here. I've learned from every one of these experiences with each giving me a deeper appreciation for the specific ways that Target is special and strategically distinct in https://t.co/e4N3FTBq7e $TGT Incoming CEO: ".I've been fortunate to" [X Link](https://x.com/TheTranscript_/status/2018309020252074094) 2026-02-02T13:02Z 96.1K followers, [----] engagements "$MA Mastercard CEO: "My headline for you today we continue to deliver and [----] was another very strong year.We delivered strong performance in [----] with full year net revenue growth of 21% or 18% excluding acquisitions year-over-year on a currency-neutral basis. This growth was broad-based with consistently strong growth across regions and product groups" https://twitter.com/i/web/status/2018357514757353706 https://twitter.com/i/web/status/2018357514757353706" [X Link](https://x.com/TheTranscript_/status/2018357514757353706) 2026-02-02T16:15Z 96K followers, 15.9K engagements "$DIS CEO: "Turning to our Experiences segment. We had a solid start to the fiscal year with quarterly revenue exceeding $10 billion for the first time. We have expansion projects underway at every one of our theme parks and next month we're excited to welcome guests to the new World of Frozen at the completely reimagined Disney Adventure World at Disneyland Paris." https://twitter.com/i/web/status/2018362933655318576 https://twitter.com/i/web/status/2018362933655318576" [X Link](https://x.com/TheTranscript_/status/2018362933655318576) 2026-02-02T16:36Z 96.1K followers, [----] engagements "$DIS CEO: "Zootopia [--] also became Hollywood's highest-grossing animated film ever and one of the top [--] highest-grossing films of all time earning more than $1.7 billion and firmly establishing itself as a popular new franchise."" [X Link](https://x.com/TheTranscript_/status/2018371064783417488) 2026-02-02T17:08Z 96K followers, [----] engagements "NXP Semiconductors CEO: "NXP delivered quarterly revenue of $3.34 billion surpassing the midpoint of our guidance and reflecting sequential improvement across all end markets." $NXPI: -3% AH" [X Link](https://x.com/TheTranscript_/status/2018433247068233923) 2026-02-02T21:16Z 96K followers, [----] engagements "$PLTR CEO: "We generated $1.4B in revenue Q4 [--] a new record in our 23-year historyrepresenting a 70% growth rate over the same period the year before. Such a massive acceleration in growth for a company of this scale and size is a remarkable achievement."" [X Link](https://x.com/TheTranscript_/status/2018437092917883125) 2026-02-02T21:31Z 95.9K followers, [----] engagements "AMD leads tomorrow's earnings: Before Open: $PYPL $PEP $ETN $PFE $MRK $GLXY $HUBB $FUBO $ADM $MPLX After Close: $AMD $SMCI $CMG $ENPH $LITE $AMGN $TTWO $PRU $DOX $CB $EA $AMCR $EMR" [X Link](https://x.com/TheTranscript_/status/2018444356978708650) 2026-02-02T22:00Z 96.1K followers, [----] engagements "PepsiCo double beat CEO: "PepsiCos Q4 [--] results reflected a sequential acceleration in reported and organic revenue growth with improvements in both the North America & International businesses." $PEP: -1% Pre-Market" [X Link](https://x.com/TheTranscript_/status/2018668737306485094) 2026-02-03T12:51Z 96K followers, [----] engagements "PayPal double miss & replaces @acce as CEO with HP CEO Enrique Lores. Board comment: While some progress has been made in a number of areas over the last two years the pace of change and execution was not in line with the Boards expectations." $PYPL: -16% Pre-Market" [X Link](https://x.com/TheTranscript_/status/2018670615914504217) 2026-02-03T12:59Z 95.9K followers, 26.6K engagements "$HPQ HP CEO to @BrianSozzi on taking up the new role at PayPal: "I think PayPal has a great future. We need to improve execution and make more progress in the initiatives that we have in place. And this is going to be my goal doing to in the next year." $PYPL PayPal double miss & replaces @acce as CEO with HP CEO Enrique Lores. Board comment: While some progress has been made in a number of areas over the last two years the pace of change and execution was not in line with the Boards expectations." $PYPL: -16% Pre-Market https://t.co/I76WPqt9ON PayPal double miss & replaces @acce as CEO with" [X Link](https://x.com/TheTranscript_/status/2018671179557392745) 2026-02-03T13:01Z 96.1K followers, [----] engagements "Gartner CEO: "Q4 [--] financial results were ahead of expectations. We repurchased $2B of Gartner stock in 2025." $IT: -10% AH" [X Link](https://x.com/TheTranscript_/status/2018673321424912827) 2026-02-03T13:09Z 96K followers, [----] engagements "$PYPL: -16% Pre-Market PayPal double miss & replaces @acce as CEO with HP CEO Enrique Lores. Board comment: While some progress has been made in a number of areas over the last two years the pace of change and execution was not in line with the Boards expectations." $PYPL: -16% Pre-Market https://t.co/I76WPqt9ON PayPal double miss & replaces @acce as CEO with HP CEO Enrique Lores. Board comment: While some progress has been made in a number of areas over the last two years the pace of change and execution was not in line with the Boards expectations." $PYPL: -16% Pre-Market" [X Link](https://x.com/TheTranscript_/status/2018673693044421109) 2026-02-03T13:11Z 96K followers, 10.5K engagements "$TER CEO showing restraint even with backlog at decade highs & a record Q1 guide: "We have a fair amount of strength in Q1. We don't have great visibility into H2 so we're a little bit cautious that we don't want people to sort of take that and run with it for the full year. We expect that we're in kind of a two three-quarter surge that may lead to a shorter period of digestion afterwards." TER is always insanely conservative on their call (for evidence every single quarter they've beat their quarterly earnings estimate.for a decade). To be honest I was wondering how they'd manage to talk" [X Link](https://x.com/TheTranscript_/status/2018714041879802257) 2026-02-03T15:51Z 96K followers, [----] engagements "$WMT joins the $1T+ market-cap club. Next earnings call scheduled for February [--] roughly two weeks out $WMT CEO on how they plan to use Agentic AI: "And we can see a future that is agentic AI is going to help lift some of the things that customers don't enjoy about shopping off of their shoulders. I get most excited about replenishment." https://t.co/8udQCgdklK $WMT CEO on how they plan to use Agentic AI: "And we can see a future that is agentic AI is going to help lift some of the things that customers don't enjoy about shopping off of their shoulders. I get most excited about" [X Link](https://x.com/TheTranscript_/status/2018715697883262985) 2026-02-03T15:58Z 96K followers, [----] engagements "$V CEO: Proposed credit card fee caps would reduce credit access eliminate rewards and stifle innovation. "Consumers and small businesses would see reduced access to credit"" [X Link](https://x.com/TheTranscript_/status/2018746368547082272) 2026-02-03T18:00Z 96K followers, 11.6K engagements "AMD CEO @LisaSu: "2025 was a defining year for AMD with record revenue and earnings driven by strong execution and broad- based demand for our high-performance and AI platforms. We are entering [----] with strong momentum across our business." $AMD: -5% AH" [X Link](https://x.com/TheTranscript_/status/2018804446176895179) 2026-02-03T21:51Z 96K followers, 25.9K engagements "$AMD CFO: "Our record fourth quarter and full-year results demonstrate AMDs ability to deliver profitable growth at scale. We achieved record non-GAAP operating income and free cash flow."" [X Link](https://x.com/TheTranscript_/status/2018804652767428672) 2026-02-03T21:51Z 96.1K followers, [----] engagements "Chipotle CEO: "Against a dynamic consumer backdrop we opened a record number of restaurants globally and grew Q4 and full year revenue" $CMG: -3% AH" [X Link](https://x.com/TheTranscript_/status/2018804969512808830) 2026-02-03T21:53Z 96K followers, [----] engagements "$ENPH: +11% Ah" [X Link](https://x.com/TheTranscript_/status/2018805219841433734) 2026-02-03T21:54Z 95.9K followers, [----] engagements "Thursday's earnings deck: Before Open: $UBER $LLY $ADNT $ABBV $NVO $CME $CDW $BG $CTSH $UBS $FTV $GEHC $BSX $JCI After Close: $GOOGL $ARM $ORLY $SYM $FLNC $ALL $COHR $ELF $QCOM $ALGT $MET $MOD $MCK $ALGN" [X Link](https://x.com/TheTranscript_/status/2018839539725545590) 2026-02-04T00:10Z 96K followers, 14.2K engagements "Boston Scientific double beat CEO: "2025 was another exceptional year for Boston Scientific." $BSX: -8% Pre-Market" [X Link](https://x.com/TheTranscript_/status/2019016025086251239) 2026-02-04T11:51Z 96.1K followers, [----] engagements "Eli Lilly double beat $LLY: +8% Pre-Market" [X Link](https://x.com/TheTranscript_/status/2019016548619559129) 2026-02-04T11:53Z 96K followers, 70.7K engagements "IAC CEO: "Q4 [--] capped a year of disciplined execution & solid performance across IAC." $IAC: -6% Premarket" [X Link](https://x.com/TheTranscript_/status/2019024161989890093) 2026-02-04T12:24Z 96K followers, [----] engagements "IAC insists that: "We are trading at a substantial discount." $IAC: -6% Pre-Market IAC CEO: "Q4 [--] capped a year of disciplined execution & solid performance across IAC." $IAC: -6% Premarket https://t.co/Kcf6gWs1wk IAC CEO: "Q4 [--] capped a year of disciplined execution & solid performance across IAC." $IAC: -6% Premarket https://t.co/Kcf6gWs1wk" [X Link](https://x.com/TheTranscript_/status/2019024503498490225) 2026-02-04T12:25Z 96K followers, [----] engagements "Uber CEO: "Uber accelerated into another record-breaking quarter with more than 200M monthly users completing more than 40M trips every dayour largest and most engaged consumer base ever" $UBER: -5% Pre-Market" [X Link](https://x.com/TheTranscript_/status/2019025018907193828) 2026-02-04T12:27Z 96.1K followers, 16.8K engagements "$UBER CEO @dkhos: "We enter [----] with a rapidly growing topline significant cash flow & a clear path to becoming the largest facilitator of AV trips in the world. Our performance this year reflects the significant power of our platform strategy with $193B in Gross Bookings & $10B in FCF." Uber CEO: "Uber accelerated into another record-breaking quarter with more than 200M monthly users completing more than 40M trips every dayour largest and most engaged consumer base ever" $UBER: -5% Pre-Market https://t.co/aJuHK9i3Hd Uber CEO: "Uber accelerated into another record-breaking quarter with more" [X Link](https://x.com/TheTranscript_/status/2019026211243016415) 2026-02-04T12:32Z 96.1K followers, 10.2K engagements "$LLY Eli Lilly CEO: "2025 was an important year for Lilly. We reached millions more patientslaunching Inluriyo expanding Mounjaro and Kisunla globally and submitting orforglipron for approval. We expanded our manufacturing capacity and through our U.S. government agreement opened new access to obesity medicines. Entering our 150th year with a deep pipeline and platforms like LillyDirect we're positioned to reach more patients than ever and expand our global health impact." Eli Lilly double beat $LLY: +8% Pre-Market https://t.co/XQ6W2hiS5L Eli Lilly double beat $LLY: +8% Pre-Market" [X Link](https://x.com/TheTranscript_/status/2019027104910729544) 2026-02-04T12:35Z 96K followers, [----] engagements "$UBER: As reported in @Uber earnings today Im proud to say that @UberFreight achieved breakeven in Q4 on an adjusted EBITDA basis after 3+ years of losses. Were just at the starting line - with a ton of work left to do for our customers - but were getting there Now back to work As reported in @Uber earnings today Im proud to say that @UberFreight achieved breakeven in Q4 on an adjusted EBITDA basis after 3+ years of losses. Were just at the starting line - with a ton of work left to do for our customers - but were getting there Now back to work" [X Link](https://x.com/TheTranscript_/status/2019088388154941532) 2026-02-04T16:39Z 96K followers, [----] engagements "$UBER CEO @dkhos used the prepared remarks in today's earnings call to handle some misconceptions on Autonomous Vehicles Myth: AV growth will be zero-sum. Reality: AVs add supply and expand the ridesharing market. Myth: San Francisco trends apply everywhere. Reality: SF is an outlier & most cities have very different demand and regulatory dynamics. Myth: AV-only fleets can achieve high utilization at scale. Reality: Hybrid networks of AVs and human drivers deliver higher utilization lower ETAs and better reliability. Myth: AVs only need a few large cities to capture most profits. Reality:" [X Link](https://x.com/TheTranscript_/status/2019108482738266554) 2026-02-04T17:59Z 96K followers, 12.9K engagements "$MA Mastercard CEO: Tokenization nearing 40% of all transactions. In fact as of quarter [--] we have tokenized nearly 40% of all transactions. And we continue to see adoption in both card-present and card-not-present use cases."" [X Link](https://x.com/TheTranscript_/status/2019108758467797182) 2026-02-04T18:00Z 96K followers, [----] engagements "$V CEO: "In our fiscal Q1 we delivered strong financial results with net revenue up 15% year-over-year to $10.9 billion and EPS up 15%. Payments volume grew 8% YoY in constant dollars to nearly $4T and processed transactions grew 9% totaling 69B."" [X Link](https://x.com/TheTranscript_/status/2019123821043937293) 2026-02-04T19:00Z 96.1K followers, [----] engagements "Alphabet reports after hours $GOOG $GOOGL" [X Link](https://x.com/TheTranscript_/status/2019138335147716669) 2026-02-04T19:57Z 96K followers, [----] engagements "Alphabet CEO: "Search saw more usage than ever before with AI continuing to drive an expansionary moment." $GOOG $GOOGL" [X Link](https://x.com/TheTranscript_/status/2019160004717101116) 2026-02-04T21:23Z 95.9K followers, 27.6K engagements "$QCOM CEO talks of memory shortages: "While our near-term handsets outlook is impacted by industry-wide memory supply constraints we are encouraged by end-consumer demand for premium and high-tier smartphones & remain on track to achieve our FY [--] revenue goals" Qualcomm CEO: "We are pleased to deliver strong quarterly results with record total company revenues. Our momentum across personal industrial and physical AI is growing." $QCOM: -9% AH https://t.co/QXxlynWpWq Qualcomm CEO: "We are pleased to deliver strong quarterly results with record total company revenues. Our momentum across" [X Link](https://x.com/TheTranscript_/status/2019162669786222681) 2026-02-04T21:34Z 95.9K followers, [----] engagements "Alphabet is guiding to FY26 CapEx of $175185B equivalent to nearly half of FY25 revenues. $GOOG $GOOGL Alphabet CEO guiding to $175185B in FY26 capex vs $91.4B in FY25 YoY increase of 92102% "To meet customer demand and capitalize on the growing opportunities we have ahead of us our [----] CapEx investments are anticipated to be in the range of $175 to $185B." $GOOG $GOOGL https://t.co/iCPTR76C5H Alphabet CEO guiding to $175185B in FY26 capex vs $91.4B in FY25 YoY increase of 92102% "To meet customer demand and capitalize on the growing opportunities we have ahead of us our [----] CapEx" [X Link](https://x.com/TheTranscript_/status/2019163534651703586) 2026-02-04T21:37Z 96K followers, [----] engagements "e.l.f. Beauty double beat + raised FY [--] outlook CEO: "We remain confident in our ability to grow market share and deliver best-in-class growth in beauty as reflected by our raised fiscal [----] outlook." $ELF: +14% AH" [X Link](https://x.com/TheTranscript_/status/2019164229551501673) 2026-02-04T21:40Z 96.1K followers, [----] engagements "Snap CEO: "Our Q4 results began to reflect the impact of our strategic pivot toward profitable growth translating into revenue diversification and meaningful margin expansion." Authorizes a $500M buyback $SNAP: +6% AH" [X Link](https://x.com/TheTranscript_/status/2019164765483069739) 2026-02-04T21:42Z 96K followers, [----] engagements "$ARM: -8%AH CEO: "Arm delivered a record revenue quarter as demand for AI computing on our platform continues to accelerate. Record royalty results in the third quarter reflect the growing scale of our ecosystem as customers design the Arm compute platform into next-generation systems across cloud edge and physical environments to deliver high-performance power-efficient AI. The fundamentals of the Arm business have never been stronger." https://twitter.com/i/web/status/2019165520398823497 https://twitter.com/i/web/status/2019165520398823497" [X Link](https://x.com/TheTranscript_/status/2019165520398823497) 2026-02-04T21:45Z 96K followers, 10.8K engagements "Alphabet: "In February [----] Waymo announced an investment round of $16B the significant majority of which was funded by Alphabet" $GOOG $GOOGL" [X Link](https://x.com/TheTranscript_/status/2019166156066611583) 2026-02-04T21:48Z 96K followers, [----] engagements "Alphabet CBO: "Google services revenues were 96B in Q4 [--] up 14% Y/Y primarily driven by accelerated growth in search.The 17% increase in search & other was led by broad strength across all major verticals with retail particularly strong on YouTube. Search is not dead" [X Link](https://x.com/TheTranscript_/status/2019170777334181893) 2026-02-04T22:06Z 95.9K followers, [----] engagements "Alphabet CFO: "Cloud operating income was $5.3B more than doubling year over year. And operating margin increased from 17.5% in the fourth quarter of last year to 30.1%." $GOOG $GOOGL" [X Link](https://x.com/TheTranscript_/status/2019171913143316632) 2026-02-04T22:11Z 95.9K followers, 11.3K engagements "Alphabet CEO expects supply constraints to persist to the end of 2026: "The demand we are seeing across the board across our services.is exceptionally strong. And so I do expect to go through the year in a supply-constrained way." $GOOG $GOOGL $META CFO: Capacity constraints to persist through 2026: "We do continue to be capacity constrained.We'll likely still be constrained through much of [----] until additional capacity from our own facilities comes online later in the year." https://t.co/vrURxyQUhz $META CFO: Capacity constraints to persist through 2026: "We do continue to be capacity" [X Link](https://x.com/TheTranscript_/status/2019173610754105618) 2026-02-04T22:17Z 96.1K followers, [----] engagements "Alphabet CEO was asked what keeps them awake at night currently: "I think specifically at this moment maybe the top question is definitely around compute capacity all the constraints. Be it power land supply chain constraints how do you ramp up to meet this extraordinary demand for this moment get our investments right for the long term and do it all in a way that we are driving efficiencies and doing it in a world-class way" https://twitter.com/i/web/status/2019175732627530169 https://twitter.com/i/web/status/2019175732627530169" [X Link](https://x.com/TheTranscript_/status/2019175732627530169) 2026-02-04T22:26Z 96K followers, 20.1K engagements "Alphabet CEO: AI is expanding query types and driving growth without cannibalizing search usage "I think AI is expanding the type of queries people do with Google overall.and we haven't seen any evidence of cannibalization there." $GOOG $GOOGL" [X Link](https://x.com/TheTranscript_/status/2019177400370889002) 2026-02-04T22:33Z 96K followers, [----] engagements "Thursday's earnings deck includes Amazon: Before Open: $COP $BMY $CMI $EL $B $CAH $ENR $CI $PTON $OWL $SHEL $ROK $LIN After Close: $AMZN $IREN $RDDT $MSTR $RBLX $FTNT $ARW $BE $CLSK $DLR $MCHP $DOCS $TEAM" [X Link](https://x.com/TheTranscript_/status/2019199331832852952) 2026-02-05T00:00Z 96.1K followers, [----] engagements "Peloton double miss CEO: "Our second quarter represented the most substantial period of innovation at Peloton since our founding." $PTON: -26% today" [X Link](https://x.com/TheTranscript_/status/2019418900673491175) 2026-02-05T14:32Z 96K followers, [----] engagements "Alphabet CBO: "For FY [----] our YouTube's annual revenue surpassed $60B across ads and subscriptions. In Q4 YouTube ads was driven indeed by strong growth and direct response." $GOOG $GOOGL" [X Link](https://x.com/TheTranscript_/status/2019444673497166039) 2026-02-05T16:15Z 95.9K followers, 12K engagements "$NVO calls out $HIMS for illegally mass-compounding unapproved semaglutide "The action by Hims & Hers is illegal mass compounding that poses a significant risk to patient safety. Novo Nordisk will take legal and regulatory action" $NVO: -6% today $HIMS: +1% today" [X Link](https://x.com/TheTranscript_/status/2019445913085747264) 2026-02-05T16:19Z 95.9K followers, [----] engagements "MGM Resorts International moved its Q4 [----] earnings release to today Feb [--] [----] after market close with the conference call at 5:00 pm ET. The company also filed a Form 8-K noting it inadvertently posted unaudited preliminary financial information. $MGM" [X Link](https://x.com/TheTranscript_/status/2019451164748603883) 2026-02-05T16:40Z 96.1K followers, [----] engagements "$UPS CEO: Amazon volume down 1M daily pieces in [----] another 1M to go in [----]. By the end of the year we reduced Amazons volume in our network by approximately [--] million pieces per day we intend to glide-down another [--] million pieces per day" [X Link](https://x.com/TheTranscript_/status/2019486234977136904) 2026-02-05T19:00Z 96.1K followers, [----] engagements "$AMZN: -10% AH" [X Link](https://x.com/TheTranscript_/status/2019518356924379264) 2026-02-05T21:07Z 96K followers, [----] engagements "Reddit CEO: "2025 was a breakout year for Reddit.We crossed $2.2B in revenue up 69%Y/Y and delivered $530M in net income. In Q4 alone we welcomed over 121M DAUs to our platform +19% Y/Y." Launches a $1B buyback program. $RDDT: +6% AH" [X Link](https://x.com/TheTranscript_/status/2019519708295491777) 2026-02-05T21:13Z 96K followers, [----] engagements "Roblox CEO: "Fiscal [----] was a banner year for Roblox.Revenue grew 36% Y/Y to $4.9B bookings grew 55% Y/Y to $6.8B & we generated $1.8B in operating cash flow. This performance was driven by the addition of 60M DAUs from Q4 [----] to Q4 2025" $RBLX: +21%AH 🚀" [X Link](https://x.com/TheTranscript_/status/2019520134789103623) 2026-02-05T21:14Z 96K followers, [----] engagements "Amazon CEO @ajassy: "AWS growing 24% (our fastest growth in [--] quarters) Advertising growing 22% Stores growing briskly across North America and International our chips business growing triple digit percentages year-over-year." $AMZN: -7% AH" [X Link](https://x.com/TheTranscript_/status/2019520608682537114) 2026-02-05T21:16Z 95.9K followers, 11K engagements "Amazon Segments YoY net sales growth (FY25) North America: +10% International: +13% AWS: +20% Consolidated: +12% Operating margins (FY25) North America: 6.9% International: 2.9% AWS: 35.4% Consolidated: 11.2% $AMZN" [X Link](https://x.com/TheTranscript_/status/2019522687576744260) 2026-02-05T21:25Z 95.9K followers, [----] engagements "$AMZN CEO: "AWS growing 24% (our fastest growth in [--] quarters)."" [X Link](https://x.com/TheTranscript_/status/2019524053242114262) 2026-02-05T21:30Z 96.1K followers, 39.8K engagements "$AMZN CEO @ajassy guides to $200B capex in FY26 up 52% YoY from $131.8B in FY25. "With such strong demand for our existing offerings and seminal opportunities .we expect to invest about $200B in capex across Amazon in [----] & anticipate strong long-term ROIC" Alphabet CEO guiding to $175185B in FY26 capex vs $91.4B in FY25 YoY increase of 92102% "To meet customer demand and capitalize on the growing opportunities we have ahead of us our [----] CapEx investments are anticipated to be in the range of $175 to $185B." $GOOG $GOOGL https://t.co/iCPTR76C5H Alphabet CEO guiding to $175185B in FY26" [X Link](https://x.com/TheTranscript_/status/2019526265867497751) 2026-02-05T21:39Z 95.9K followers, [----] engagements "Big Tech capex: $MSFT $GOOG $GOOGL $META $AAPL $AMZN Capex guided up in FY 26: $AMZN CEO: "We expect to invest about $200B in capex across Amazon in 2026." $GOOGL CEO: "Our [----] CapEx investments are anticipated to be in the range of $175 to $185B." $META CEO: "We anticipate [----] capex. to be in the range of $115-135B" Capex guided up in FY 26: $AMZN CEO: "We expect to invest about $200B in capex across Amazon in 2026." $GOOGL CEO: "Our [----] CapEx investments are anticipated to be in the range of $175 to $185B." $META CEO: "We anticipate [----] capex. to be in the range of $115-135B"" [X Link](https://x.com/TheTranscript_/status/2019528635330293840) 2026-02-05T21:48Z 96K followers, 20.9K engagements "Bloom Energy CEO: "Bring-your-own-power has shifted from a slogan to a business necessity for AI hyperscalers and manufacturing facilities. This shift is secular and growing." $BE: +11% AH" [X Link](https://x.com/TheTranscript_/status/2019529153423556840) 2026-02-05T21:50Z 95.9K followers, 10.9K engagements "@SylvanFund $TEAM" [X Link](https://x.com/TheTranscript_/status/2019530412163584258) 2026-02-05T21:55Z 95.9K followers, [---] engagements "Doximity CEO: "Were proud to deliver another quarter of strong profits and record engagement." $DOCS: -33% AH" [X Link](https://x.com/TheTranscript_/status/2019530836559974557) 2026-02-05T21:57Z 96K followers, [----] engagements "$AMZN CEO with the usual reminder on AWS growth "As a reminder it's very different having 24% Y/Y growth on a $142B annual run rate than to have a higher percentage growth on a meaningfully smaller base which is the case with our competitors." $AMZN CEO: "AWS growing 24% (our fastest growth in [--] quarters)." https://t.co/HgFigEwVx8 $AMZN CEO: "AWS growing 24% (our fastest growth in [--] quarters)." https://t.co/HgFigEwVx8" [X Link](https://x.com/TheTranscript_/status/2019534277302710696) 2026-02-05T22:11Z 95.9K followers, 25K engagements "$AMZN CEO: We recently launched Trainium3 which is up to 40% more price performance than Trainium [--]. We're seeing very strong demand for Trainium3 and expect nearly all of our Trainium3 supply of chips to be committed by mid [----]. And though we're still building Trainium4 we're seeing very strong interest already looking. https://twitter.com/i/web/status/2019535541092352263 https://twitter.com/i/web/status/2019535541092352263" [X Link](https://x.com/TheTranscript_/status/2019535541092352263) 2026-02-05T22:16Z 96K followers, [----] engagements "$AMZN CFO on AWS's 24% growth in Q4 25: "This growth was helped in part by the more than one gigawatt of capacity we added in Q4. In [----] AWS added more data center capacity than any other company in the world" $AMZN CEO: "AWS growing 24% (our fastest growth in [--] quarters)." https://t.co/HgFigEwVx8 $AMZN CEO: "AWS growing 24% (our fastest growth in [--] quarters)." https://t.co/HgFigEwVx8" [X Link](https://x.com/TheTranscript_/status/2019539080200307167) 2026-02-05T22:30Z 96K followers, [----] engagements "$AMZN CFO: "trailing [--] month free cash flow was $11.2 billion in Q4 25"" [X Link](https://x.com/TheTranscript_/status/2019541746393264322) 2026-02-05T22:40Z 96K followers, [----] engagements "$AMZN CEO on their AI shopping assistant Rufus: "We have [---] million customers who used Rufus in [----]. Customers who use Rufus are about 60% more likely to complete a purchase. And so you're seeing a lot of usage of it and a lot of growth."" [X Link](https://x.com/TheTranscript_/status/2019544136530198943) 2026-02-05T22:50Z 95.9K followers, [----] engagements "$AMZN CEO: Retailer shopping agents can better fulfill all core retail needs (selection price speed and trust) unlike horizontal AI agents. "What consumers really want in a retailer they want really broad selection. They want low prices they want really fast delivery. And then they want a retailer that they can trust and that takes care of them. And I think horizontal agents are pretty good at aggregating selection. But retailers are much better at doing all four of those items. https://twitter.com/i/web/status/2019545022492995840 https://twitter.com/i/web/status/2019545022492995840" [X Link](https://x.com/TheTranscript_/status/2019545022492995840) 2026-02-05T22:53Z 96K followers, [----] engagements "@TruthBelowG @Yellowbull11 @Ole_S_Hansen @RayDalio @AndreasSteno @abcampbell @WarrenPies @robert_ivanhoe @BudaghyanArthur @KatusaResearch Thanks" [X Link](https://x.com/TheTranscript_/status/2019758583332716972) 2026-02-06T13:02Z 95.9K followers, [--] engagements "$AMZN CEO: "AWS growth continued to accelerate to 24% the fastest we've seen in [--] quarters up $2.6 billion quarter over quarter and nearly $7 billion year over year."" [X Link](https://x.com/TheTranscript_/status/2019848606409510919) 2026-02-06T19:00Z 96.1K followers, 10.6K engagements "$NVDA CEO this week: "I get questions like things like ROI and I wouldn't go there. And the reason for that is because with all technology deployments in the beginning it's hard to put into a spreadsheet the ROI of a new tool a new technology.Too many companies I hear they want it they want it they want it explicit they want it specific they want demonstrable ROI. And showing the value of something worth doing in the beginning is hard. But what I would do what I would say is that let a thousand flowers bloom. Let people experiment. Let the people experiment safely. And we're experimenting" [X Link](https://x.com/TheTranscript_/status/2020195879278514501) 2026-02-07T18:00Z 96.1K followers, 13.3K engagements "$KKR Co-CEO stresses that not all software face disruption from AI: "the market right now and as you know this happens when there's this much emotion all at once is painting everything with one brush. We would just caution that not all software investments are the same" $ARES CEO: AI will disrupt some software not all. "It is interesting to see how the markets are thinking about software companies as all being equal and not really understanding the difference between companies that could get disrupted by AI in places like digital content $ARES CEO: AI will disrupt some software not all. "It" [X Link](https://x.com/TheTranscript_/status/2020241178055307425) 2026-02-07T21:00Z 96K followers, 18.3K engagements "$NVDA CEO this week: "There's a whole bunch of software companies whose stock prices are under a lot of pressure. Because somehow AI is going to replace them. It is the most illogical thing in the world and time will prove itself."" [X Link](https://x.com/TheTranscript_/status/2020286526635274636) 2026-02-08T00:00Z 96K followers, 17K engagements "$ARM CEO: MediaTek expects 15% smartphone unit decline due to memory shortages "that's pretty consistent with what we've heard from other smartphone and handset providers around what they think the memory supply chain constraints could provide."" [X Link](https://x.com/TheTranscript_/status/2020487904074903783) 2026-02-08T13:20Z 96.1K followers, 13.9K engagements "$CCK Crown Holdings CEO: "If you watch the Super Bowl this weekend you're going to see two really slick commercials.one of the major beer companies and one of the major soft drink companies are going to run some really really slick commercials that are really well done"" [X Link](https://x.com/TheTranscript_/status/2020514146769391738) 2026-02-08T15:04Z 96K followers, [----] engagements "$GOOG $GOOGL Alphabet Chief Scientist: "It's an amazing time because whether it's Claude whether it's ChatGPT whether it's Gemini they're all getting better. They're all making one and they're. I would say the competitive environment's also making everyone better. This is fantastic to see where release after release you're now feeling like you're gaining more insight. You're gaining more capability. And it's able to go further deeper faster." https://twitter.com/i/web/status/2020517639991291911 https://twitter.com/i/web/status/2020517639991291911" [X Link](https://x.com/TheTranscript_/status/2020517639991291911) 2026-02-08T15:18Z 95.9K followers, 12.2K engagements "Question: What do you think of memory prices Alphabet Chief Technologist: "That's been on my list of worries in certain weeks as well. Very exciting times especially as you know the split between DRAM and HBM" $GOOG $GOOGL" [X Link](https://x.com/TheTranscript_/status/2020519298112929950) 2026-02-08T15:25Z 95.9K followers, [----] engagements "$LVMH CEO: Family ownership enables long-term strategic focus over quarterly pressures. A family group isnt riveted to the quarterly results. we take the long-term view. well cross the 50% threshold" [X Link](https://x.com/TheTranscript_/status/2020558286966444351) 2026-02-08T18:00Z 96K followers, [----] engagements "$UBER CFO @_balaji_km: Uber's profit engine lies in smaller U.S. markets not top cities "this is a very very common misconception. We've heard many times that Uber's profit pools are concentrated in the top cities and it could not be further from the truth."" [X Link](https://x.com/TheTranscript_/status/2020603576029220992) 2026-02-08T21:00Z 96.1K followers, 75.1K engagements "$INTC CEO on the key constraint: "I think for a lot of my customer is memory. Memory actually there's no relief as far as I know when I talk to only [--] key players [--] of them I talked to very frequently. And then they told me that Lip-Bu there's no relief until 2028"" [X Link](https://x.com/TheTranscript_/status/2020648866853564707) 2026-02-09T00:00Z 96K followers, [----] engagements "$INTC CEO: Intel's foundry scale-up will be signaled by ramp up in CapEx. I'm not going to announce any customer. When you see me starting to put money into CapEx equipment it means I have real customer I've committed to it. That's kind of discipline I have."" [X Link](https://x.com/TheTranscript_/status/2020894226679226589) 2026-02-09T16:15Z 96.1K followers, 16.9K engagements "$AMZN CFO: "Advertising revenue grew 22% in the fourth quarter and we added over $12 billion of incremental revenue in [----] alone as our full funnel advertising approach of connecting brands with customers is resonating simplifying the advertiser experience to enable brands to better reach customers wherever they are." https://twitter.com/i/web/status/2020920670855758339 https://twitter.com/i/web/status/2020920670855758339" [X Link](https://x.com/TheTranscript_/status/2020920670855758339) 2026-02-09T18:00Z 96.1K followers, 10.9K engagements "ON Semi CEO: "We.met expectations in Q4 [--] as we saw increasing signs of stabilization in our key markets.-." CFO: "With our major investment cycle behind us and new technologies ramping we continue to strengthen our financial foundation $ON: +4% AH" [X Link](https://x.com/TheTranscript_/status/2020989542329655579) 2026-02-09T22:33Z 96K followers, [----] engagements "$DUOL Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh" [X Link](https://x.com/TheTranscript_/status/2020990485184283068) 2026-02-09T22:37Z 96K followers, [----] engagements "ON Semi CEO: "We.met expectations in Q4 [--] as we saw increasing signs of stabilization in our key markets.-." CFO: "With our major investment cycle behind us and new technologies ramping we continue to strengthen our financial foundation $ON: -4% AH" [X Link](https://x.com/TheTranscript_/status/2020990706924351564) 2026-02-09T22:38Z 96.1K followers, [----] engagements "Tuesday's earnings Before Open: $KO $SPOT $DDOG $CVS $BP $RACE $SPGI $HAS $DUK $MAR $OSCR $AZN $FISV After Close: $HOOD $ALAB $F $LYFT $NET $AEIS $EW $UPST $ZG $GXO $AIG $GILD $MAT" [X Link](https://x.com/TheTranscript_/status/2020995921664979115) 2026-02-09T22:59Z 96.1K followers, [----] engagements "Spotify CEO: ".this is my 30th earnings call and as you know this is the last one that I do in the role as CEO." CBO: " In Q4 we met or exceeded guidance across all the key metrics" $SPOT: +19% today" [X Link](https://x.com/TheTranscript_/status/2021246322238435758) 2026-02-10T15:34Z 96K followers, [----] engagements "$SPOT CBO: "We marked our highest quarter ever for MAU net additions.A driver of MAU outperformance is Wrapped which was also record-breaking this year. While we saw impressive engagement back in [----] we also got feedback on the user experience. So this year we turned up the dial and the response was resounding. At the end of the campaign more than [---] million users engaged which was up 20% and we saw more than [---] million shares across social media which is up 42%" https://twitter.com/i/web/status/2021246823629746424 https://twitter.com/i/web/status/2021246823629746424" [X Link](https://x.com/TheTranscript_/status/2021246823629746424) 2026-02-10T15:36Z 96K followers, [----] engagements "$AMZN CFO: "Last year US Prime members received over [--] billion items with the same or next day up more than 30% year over year with groceries and everyday essentials making up half of the total items."" [X Link](https://x.com/TheTranscript_/status/2021283081886498901) 2026-02-10T18:00Z 96K followers, 12.1K engagements "Google after seeing that its 100-year bonds are oversubscribed:" [X Link](https://x.com/TheTranscript_/status/2021283367589654604) 2026-02-10T18:01Z 96.1K followers, 21.6K engagements "Coca-Cola North America segment: "Operating income declined 65% for the quarter driven by items impacting comparability including a non-cash impairment charge of $960M related to the BODYARMOR trademark" $KO" [X Link](https://x.com/TheTranscript_/status/2021286823608066482) 2026-02-10T18:15Z 96K followers, [----] engagements "CloudFlare CEO @eastdakota: "We had an exceptionally strong end to [----]. In Q4 we closed our largest annual contract value deal everaveraging $42.5 million per yearand total new ACV grew nearly [--] percent year-over-year our fastest growth rate since 2021" $NET: +8% AH" [X Link](https://x.com/TheTranscript_/status/2021340502084420061) 2026-02-10T21:48Z 96K followers, [----] engagements "Zillow CEO: "We delivered strong results across the business and achieved all of our reported financial targets for the full year including full-year profitability and were carrying that momentum into 2026." $Z: -5% AH" [X Link](https://x.com/TheTranscript_/status/2021341163861704795) 2026-02-10T21:51Z 96K followers, [----] engagements "Klaviyo CFO: "Our results reflect strong execution and growing demand with 32% annual revenue growth expanding operating margins and strong cash flow" $KVYO: +7%AH" [X Link](https://x.com/TheTranscript_/status/2021341814125625645) 2026-02-10T21:53Z 96.1K followers, [----] engagements "LYFT CFO: "We delivered record financial performance in [----] across all metrics including all-time-high cash flow generation exceeding $1.1 billion.we remain right on track to hit our long-term targets." $LYFT: -15% AH" [X Link](https://x.com/TheTranscript_/status/2021342129025696063) 2026-02-10T21:54Z 96K followers, [----] engagements "Ford CEO: ".a strong [----] in a dynamic and often volatile environment." $F: +1.5% AH" [X Link](https://x.com/TheTranscript_/status/2021342532459024848) 2026-02-10T21:56Z 96K followers, [----] engagements "$BE CEO: AI-driven electricity demand is overwhelming traditional grid infrastructure "The upcoming AI computer racks will consume almost 100x more power than traditional CPU compute racks of yesteryears"" [X Link](https://x.com/TheTranscript_/status/2021373645151666596) 2026-02-11T00:00Z 96.1K followers, 16.6K engagements "$NET: +16% AH Earnings a bit different this time. Due to team commitments at the Munich Security Conference and the Olympics were doing our report next Tuesday. So Im sitting in a Milan hotel with a nice Barolo listening to Bocelli and writing the script. Make of that what you will. Earnings a bit different this time. Due to team commitments at the Munich Security Conference and the Olympics were doing our report next Tuesday. So Im sitting in a Milan hotel with a nice Barolo listening to Bocelli and writing the script. Make of that what you will" [X Link](https://x.com/TheTranscript_/status/2021458413545517424) 2026-02-11T05:36Z 96K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TheTranscript_ The Transcript
Major tech companies like Amazon, Microsoft, Alphabet, and Meta are investing heavily in AI infrastructure, with significant capital expenditures to support their growth. Several companies, including Uber, DoorDash, and Shopify, reported strong quarterly results, driven by growth in their core businesses and increasing adoption of AI technologies. CEOs across various industries, from tech to retail, are sharing insights on the impact of AI, changing consumer behavior, and the competitive landscape in their respective markets.
Engagements: [------] #
- [--] Week [-------] +17%
- [--] Month [---------] +190%
- [--] Months [----------] -28%
- [--] Year [----------] +3.60%
Mentions: [---] #
- [--] Week [---] -14%
- [--] Month [---] +67%
- [--] Months [-----] -9.30%
- [--] Year [-----] -14%
Followers: [------] #
- [--] Week [------] +0.23%
- [--] Month [------] +1.90%
- [--] Months [------] +8.30%
- [--] Year [------] +25%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #2170 technology brands 33.1% finance 21.48% cryptocurrencies #5858 financial services #2329 countries 3.87% social networks 3.17% currencies 2.82% exchanges #1509 automotive brands 1.06%
Social topic influence ceo #379, ai #3100, strong #2342, $googl #755, business #3020, $amzn #72, we are 6.69%, in the 6.69%, $goog #8, more than 6.34%
Top accounts mentioned or mentioned by @grok @acce @omillionaires @benthompson @eastdakota @dkhos @ajassy @sylvanfund @truthbelowg @maximus_holla @isabelnet_sa @pugetpointcap @hparkerevans @ericsoda @timcook @briansozzi @lisasu @uber @uberfreight @yellowbull11
Top assets mentioned Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Metadium (META) Uber Technologies, Inc. (UBER) Airbnb, Inc. (ABNB) Spotify Technology (SPOT) Atlassian Corporation PLC (TEAM) Microsoft Corp. (MSFT) J B Hunt Transport Services Inc (JBHT) Mastercard, Inc. (MA) Texas Instruments (TXN) Applied Materials, Inc. (AMAT) Advanced Micro Devices (AMD) American Express Company (AXP) Cloudflare, Inc. (NET) DisChain (DIS) PayPal Holdings Inc (PYPL) Intel Corporation (INTC) IAC/InterActiveCorp Common Stock (IAC) UBS Group AG (UBS) Electroneum (ETN) CHEGG, INC. (CHGG) KKR & Co, Inc. (KKR) Nucor, Corp. (NUE) Fastenal Company (FAST) Alcoa, Corp. (AA) GM (GM) Lam Research Corporation (LRCX) Apple, Inc. (AAPL) Deckers Outdoor, Corp. (DECK) QUALCOMM, Inc. (QCOM) Eli Lilly and Company (LLY) Arm Holdings plc (ARM) Bloom Energy Corporation (BE) Coca-Cola Co (KO) Mario Coin (COIN) Ares Management, Corp. (ARES) Dutch Bros, Inc. (BROS) Simon Property Group Inc (SPG)
Top Social Posts
Top posts by engagements in the last [--] hours
"Anglo American expects De Beers underlying EBITDA to turn negative in [----] as weak diamond market conditions persist triggering an impairment review that could weigh on full-year results:"
X Link 2026-02-05T08:10Z 96K followers, [----] engagements
"$ARES CEO: AI will disrupt some software not all. "It is interesting to see how the markets are thinking about software companies as all being equal and not really understanding the difference between companies that could get disrupted by AI in places like digital content creation or data analytics and visualization versus like real entrenched enterprise systems." https://twitter.com/i/web/status/2020215128684392542 https://twitter.com/i/web/status/2020215128684392542"
X Link 2026-02-07T19:16Z 96K followers, 24.4K engagements
"AI-driven changes in Google Search reducing referral traffic & impacting user engagement across multiple sectors: $IAC CEO: "The portion of our traffic that comes from Google Search has declined from 52% to 28%" $GRPN CEO: "Google is significantly changing the behavior of the search result pages.What we see is that we have declining traffic." $CARG CEO: "on Google when Google provides the AI response there's a much lower click rate on it because it's typically a user getting the answer in that response and they don't need to go further. With auto it's different." $NRDS CEO: "Organic search is"
X Link 2025-08-10T23:00Z 96K followers, 456.6K engagements
"$TXN Texas Instruments CEO at the $UBS conference speaking about the growth path of the [--] end markets: Industrial: Fast recovery double-digit growth not yet at [----] peak. Largest sector benefiting from factory automation and renewable energy investments. Automotive: Single-digit growth secular content increase per vehicle China EV adoption driving growth (20% of revenue). Data Center: $1.2B in [----] growth 50%; stand-alone reporting starting 2026; long-term potential double-digit TAM contribution. https://twitter.com/i/web/status/2000211689133019424"
X Link 2025-12-14T14:30Z 96K followers, 17.7K engagements
"Dan Loeb: "A simple query into Claudes chatbot: 'Which companies is Anthropic capable of dislocating or disrupting' yields some fascinating results and was in our view a fruitful source of hedges for our firm.""
X Link 2026-02-08T15:07Z 96K followers, 168.6K engagements
"Dutch Bros CEO: ".Dutch Bros not only delivered a record-breaking year but reinforced our well-defined path of sustainable profitable growth." $BROS: 13% AH"
X Link 2026-02-12T23:20Z 96K followers, [----] engagements
"$AMAT CEO: Gross margins at highest levels in [--] years "What I'd like to say is that we made progress in gross margins up [---] basis points since I became CEO and we're now at the highest level in [--] years and I strongly believe we're driving the right actions to sustainably increase the value we create for customers and for Applied to share in the value we are creating." https://twitter.com/i/web/status/2022361440158453929 https://twitter.com/i/web/status/2022361440158453929"
X Link 2026-02-13T17:25Z 96K followers, [----] engagements
"This is all you need for a complete coverage of the Q4 [--] earnings season Link: https://thetranscript.substack.com/subscribe https://thetranscript.substack.com/subscribe"
X Link 2026-02-03T13:55Z 96K followers, 17.6K engagements
"$LVMH CEO on the FY [--] outlook: "this year there's no doubt that with continued geopolitical crisis with economic uncertainty with the policy that certain countries our own that are against companies to tax them to the hilt and create unemployment. I think there's a reason to be somewhat reserved." https://twitter.com/i/web/status/2019833513621742045 https://twitter.com/i/web/status/2019833513621742045"
X Link 2026-02-06T18:00Z 96K followers, [----] engagements
"Sphere Entertainment CEO: "As we begin [----] we remain focused on expanding Spheres global footprint including advancing our plans to bring Sphere to Abu Dhabi and National Harbor.-." $SPHR: +14% PM"
X Link 2026-02-12T13:35Z 96K followers, [----] engagements
"Stratechery's @benthompson: "I think the ideal outcome for Google is they never put ads in Gemini but they understand so much about you because of what you do in Gemini that they can then manifest that through ads on YouTube through ads on Google through ads on their other properties and the challenge for OpenAI is they only have one place to put inventory which is in ChatGPT.""
X Link 2026-02-12T13:51Z 96K followers, 88.9K engagements
"$AMD CEO last week: "Today [--] of the top [--] AI companies use Instinct to power production workloads across a growing range of use cases. With the MI350 Series we are entering the next phase of Instinct adoption expanding our footprint with existing partners and adding new customers." https://twitter.com/i/web/status/2021981382881452203 https://twitter.com/i/web/status/2021981382881452203"
X Link 2026-02-12T16:15Z 96K followers, [----] engagements
"$ABNB CEO: AI traffic converts better than Google ".what we see is that traffic that comes from chatbots converts at a higher rate than traffic that comes from Google." $GOOG $GOOGL"
X Link 2026-02-12T22:56Z 96K followers, 51.4K engagements
"$SPOT CO-CEO Spotify positioned as structural AI beneficiary with aligned ads + subscription model. If you look at the AI companies the business model is subscription and increasingly ads. That's what we excel at. So we have the right business model"
X Link 2026-02-13T19:00Z 96K followers, [----] engagements
"Microsoft commits to building frontier in-house foundationreducing OpenAI dependence "We have to develop our own foundation models which are at the absolute frontier with gigawatt-scale compute and some of the very best AI training teams in the world" - $MSFT AI chief FT"
X Link 2026-02-14T00:00Z 96K followers, 11.5K engagements
"$GOOG Google DeepMind CEO: Compute scarcity forced consolidation of Google Brain and DeepMind into one "It was getting complicated having two groups especially given the amount of compute needed in this scaling era even someone like Google didn't have enough compute to have two frontier projects under one house so we needed to combine all of our resources together. https://twitter.com/i/web/status/2022662177677627400 https://twitter.com/i/web/status/2022662177677627400"
X Link 2026-02-14T13:20Z 96K followers, 11K engagements
"$ETN CEO: "Our Electrical Americas backlog grew 31% year-over-year hitting an all-time record Aerospace backlog expanded 16% year-over-year Book-to-bill for the combined segments was above [---] on a quarterly basis or [---] on a rolling 12-month basis.""
X Link 2026-02-14T18:00Z 96K followers, [----] engagements
"$SPG Simon Property Group CEO: "Hopefully AI will solve it for us so we dont have to negotiate. It will just say: Here is the rent that the tenant and landlord should agree on.""
X Link 2026-02-14T19:00Z 96K followers, [----] engagements
"AI-optimized concrete is here: "Using AI we can optimize our specialized concrete formulations for data center requirements." $AMRZ $META"
X Link 2025-07-16T14:36Z 96.1K followers, [----] engagements
"Tuesday's earnings: Before Open: $NBIS $SE $DAVA $HSAI $BWAY $CRNT $CWCO $CVGI $KALV After Close: $OKLO $AII $CAE $PAL $EPM $PXLW $SMWB $FTHM $DOX $QUIK"
X Link 2025-11-10T21:57Z 96.1K followers, [----] engagements
"$ADYEY Adyen CFO: "Back in [----] we processed EUR [--] billion in payments volume.over the last decade we've scaled it to over EUR [---] trillion in payments volume. That's a 45% CAGR over the last decade. We've shown a proven ability to scale our platform and with our customers over these years. And that EUR [---] trillion is the basis for our future growth into the next decade as well." https://twitter.com/i/web/status/1988668148028183029 https://twitter.com/i/web/status/1988668148028183029"
X Link 2025-11-12T18:00Z 95.9K followers, [----] engagements
"$CHGG CEO: AI reduced Cheggs reliance on human content creation improving margins "Our investments in AI have enabled us to continue to reduce our CapEx while still delivering a high-quality experience that our students expect from us""
X Link 2025-11-21T18:00Z 95.9K followers, [----] engagements
"Analyst question to DaVita CFO: "So should we just simply think about share repurchase equals free cash flow give or take unless you find some interesting M&A opportunities" $DVA CFO & Treasurer: "In general yes nothing has changed about our philosophy.""
X Link 2025-11-26T18:00Z 96K followers, [----] engagements
"$ZIP ZipRecruiter CFO: LLM-based job seeker traffic up 140% QoQ accelerating from 60% in the prior quarter We're experiencing a significant amount of growth from LLM-based traffic as well. It's up 140% last quarter on a quarter-over-quarter basis and that's faster than the 60% or so in the prior quarter. https://twitter.com/i/web/status/1998180869249564962 https://twitter.com/i/web/status/1998180869249564962"
X Link 2025-12-09T00:00Z 95.9K followers, [----] engagements
"$ZIP ZipRecruiter CFO: "with the increased amount of uncertainty in the market the currently employed are less likely to leave their current jobs. And by the way that quits rate that is the most significant driver of hiring overall in the U.S.""
X Link 2025-12-11T00:00Z 95.9K followers, [----] engagements
"$ZG Zillow Group CFO: "So Q3 we grew total revenue 16% year-over-year. And that was in a really bad housing market which has been persistent for the last few years at this point but at some point will change. But we grew revenue 16%.""
X Link 2025-12-13T16:15Z 96K followers, [----] engagements
"$PARA $NFLX Paramount CEO says $WBD tie-up would create 200M global subs matching Disney "Paramount+ today is 79M global subscribers. WBD is 122M. When you basically dedupe that you get to 200M global subs at close which puts us on par with Disney but still significantly below Netflix at 310M or Amazon at about that number." https://twitter.com/i/web/status/2000189046145085873 https://twitter.com/i/web/status/2000189046145085873"
X Link 2025-12-14T13:00Z 96K followers, 10.7K engagements
"Lennar Corp CEO: "To address continued market declines we maintained 14% in incentives and price adjustments while continuing to focus on volume.affordability and consumer confidence have remained challenging as interest rates moderated" $LEN: -1% AH"
X Link 2025-12-17T21:45Z 96K followers, [----] engagements
"$EFX CEO: Equifax has a defensible edge in income and employment data across multiple verticals. We have payroll data on roughly 60% of the working population in the United States. It's used in mortgage auto loans background screeners personal loans and government"
X Link 2025-12-24T16:15Z 96K followers, [----] engagements
"$KKR Co-CEO Scott Nuttall: "The largest [---] U.S. companies in the United States have seen their margins expand materially in the last [--] years 14% to 19%. The next [----] companies have had their margins flat and are working to stay even.""
X Link 2025-12-29T00:00Z 96K followers, 44K engagements
"$KKR Co-CEO urges investors to ignore the negative headlines: "My ask of you as it pertains to KKR is do not believe the hype. Look at the facts.""
X Link 2025-12-30T00:00Z 96K followers, [----] engagements
"Albertsons CEO: "In the third quarter we delivered solid results." $ACI: +0.2% PM"
X Link 2026-01-07T13:52Z 96.1K followers, [----] engagements
"Brunello Cucinelli CEO: "We have closed a year which we have defined as record-breaking both in terms of revenues and brand image""
X Link 2026-01-13T16:46Z 95.9K followers, [----] engagements
"Earnings tomorrow include TSMC Morgan Stanley BlackRock and Goldman Sachs: $TSM $FHN $BSVN $MS $GS $BLK $NUE $JBHT $TSMC"
X Link 2026-01-14T22:00Z 95.9K followers, [----] engagements
"J.B. Hunt Transport Services CEO: "Our team finished the year with another quarter of strong execution & financial results. We have momentum with our operational excellence that is setting us apart with customers." $JBHT: -3.6% AH"
X Link 2026-01-15T21:08Z 96K followers, [----] engagements
"PNC Financial Services CEO: ".2025 was a successful year.Were entering [----] with great momentum." $PNC: +3% today"
X Link 2026-01-16T14:52Z 96K followers, [----] engagements
"Meanwhile in the WD-40 Earnings call: "You said you said let me get the exact quote "all indicators point to strong results." So what -- if you could give us more detail on what these indicators are $WDFC"
X Link 2026-01-17T19:00Z 96K followers, 20.7K engagements
"Fastenal: "Even though industrial production was still sluggish in Q4 [----] sales performance reflects the contribution from improved customer contract signings since Q1 24." $FAST: -4% today"
X Link 2026-01-20T14:52Z 96K followers, [----] engagements
"$DHR Danaher CEO last week reaffirmed the company's [----] guide: 36% core growth [---] bps margin expansion & high-single-digit EPS growth. We expect core revenue growth being between 3% and 6% adjusted operating profit margin expansion of over [---] basis points as well as adjusted EPS growth of high single digits for [----]. https://twitter.com/i/web/status/2014035286305677650 https://twitter.com/i/web/status/2014035286305677650"
X Link 2026-01-21T18:00Z 96K followers, [----] engagements
"$JBHT CEO: "Overall peak season demand was in line with normal seasonality led by e-commerce-related volume. On the capacity side the truckload market became noticeably tighter beginning the week before Thanksgiving and didn't recover through the end of the year. We believe this was driven primarily by supply or tighter truckload capacity due to higher levels of regulatory enforcement.we're clearly seeing between visa policies and immigration capacity is definitely tighter." https://twitter.com/i/web/status/2014371236437270898 https://twitter.com/i/web/status/2014371236437270898"
X Link 2026-01-22T16:15Z 96K followers, [----] engagements
"Alcoa CEO: "Reflecting on [----] we maintained our pace of delivering on key operational strategic and capital allocation objectives while setting numerous production records" $AA: +3% AH"
X Link 2026-01-22T21:26Z 95.9K followers, [----] engagements
"Intuitive Surgical on FY26 expectations "The Company expects.worldwide da Vinci procedure growth of 13% to 15% in [----] compared to 18% in 2025." $ISRG: +3% AH"
X Link 2026-01-22T21:31Z 96K followers, [----] engagements
"$FAST CEO: "U.S. PMI and industrial production remained mixed with non-manufacturing segments showing relative weakness. PMI averaged [----] for 4Q25 while industrial production was slightly positive in Oct./Nov. compared to the same period last year.""
X Link 2026-01-25T00:00Z 96K followers, [----] engagements
"From the $IBKR Earnings Call Analyst: "two quarters in a row now but account growth is still very strong north of 30%. Thomas any specifics on how long you can keep this up" Thomas Peterffy: "As long as I shall live. No that's my answer""
X Link 2026-01-26T00:00Z 96K followers, [----] engagements
"Monday Before Open: $RYAAY $STLD $BKR $BOH $BMRC $HBT $DX After Close: $AGNC $BRO $NUE $CR $SANM $AGYS $WAL $GGG $WRB $ARE $FRBA $SPFI"
X Link 2026-01-26T14:59Z 96.1K followers, [----] engagements
"Ryanair Holdings misses on earnings: "Q3 revenue rose 9% to 3.21bn. Scheduled revenue increased 10% to 2.10bn as traffic grew 6% with 4% higher fares thanks to strong Oct. school mid-term and close-in Christmas/New Year bookings" $RYAAY"
X Link 2026-01-26T15:27Z 95.9K followers, [----] engagements
"$JPM CEO Jamie Dimon: "Go to the call centers go to the branch I ask people at the branch What is the biggest complaint you have. I said Why not a little early next time Open the door. Give her a cup of coffee. So now I mandate you got to open the doors [--] or [--] minutes ahead of time. I dont want to hear that crap. Treat people the way you want to be treated. If our policies dont work rewrite them." https://twitter.com/i/web/status/2015862333990699494 https://twitter.com/i/web/status/2015862333990699494"
X Link 2026-01-26T19:00Z 95.9K followers, 264K engagements
"$FAST CEO shared a humorous anecdote about misreading an old weather warning email: I had an e-mail from Casey Miller that scared me it had one sentence. Weather is killing us this month. I looked at it and it was an e-mail I saved from January [--] of 2025"
X Link 2026-01-27T00:00Z 96K followers, [----] engagements
"General Motors double beat CEO: ".an exceptional [----] while adapting to significant changes in tax and trade policy." $GM: +4.5% Pre-Market"
X Link 2026-01-27T12:21Z 95.9K followers, [----] engagements
"$GM CEO: "GM delivered full-year EBIT-adjusted at the high end of our guidance range and we are pleased that we delivered a total return of 54% for our investors. In the US we achieved our highest market share since [----] with low inventory low incentives and strong pricing""
X Link 2026-01-27T12:22Z 96K followers, [----] engagements
"UnitedHealth Group CEO: "We confronted challenges directly and finished [----] as a much stronger company" $UNH: -17% Pre-Market $UNH: -10% AH on reports indicating the government will propose lower-than-expected Medicare rates for next year. $UNH reports FY [--] earnings tomorrow before markets open. https://t.co/F1Za5Y7VVU $UNH: -10% AH on reports indicating the government will propose lower-than-expected Medicare rates for next year. $UNH reports FY [--] earnings tomorrow before markets open. https://t.co/F1Za5Y7VVU"
X Link 2026-01-27T12:29Z 96K followers, 20.2K engagements
"$JBHT CEO: "Our current customer conversations focus on our [----] outlook and initiatives and how we can strategically support their supply chain strategies and growth. They are looking forward to a more stable trade policy a more confident consumer and potential benefits from higher tax refunds and policy changes. Our customers we talked to them about their [----] planning really leading into this year" https://twitter.com/i/web/status/2016209628905062477 https://twitter.com/i/web/status/2016209628905062477"
X Link 2026-01-27T18:00Z 96K followers, [----] engagements
"Texas Instruments CEO: "Revenue decreased 7% sequentially and increased 10% from the same quarter a year ago" $TXN: +6% AH"
X Link 2026-01-27T21:33Z 96.1K followers, [----] engagements
"Texas Instruments CEO: "Revenue decreased 7% QoQ and increased 10% YoY.TI's first quarter outlook is for revenue in the range of $4.32B to $4.68B and EPS between $1.22 and $1.48." $TXN"
X Link 2026-01-27T21:34Z 96.1K followers, [----] engagements
"Anthropic CEO last week: "Our revenue has grown 10x in the last three years from zero to $100M in [----] $100M to $1B in [----] and $1B to $10B in 2025." FT Exclusive: Anthropic is set to raise about $20bn from venture capitalists and other investors. The fundraising deal which is close to being finalised would value the AI company at $350bn. https://t.co/nmuNp4WC2F https://t.co/z4wEfN2Gcz FT Exclusive: Anthropic is set to raise about $20bn from venture capitalists and other investors. The fundraising deal which is close to being finalised would value the AI company at $350bn."
X Link 2026-01-27T22:59Z 96K followers, 10.8K engagements
"In this weeks newsletter: 🛒 $AMZN: Consumers have been pretty resilient. They continue to spend they continue to shop. I think that wherever they can they are trying to trade down in price $PG: Greater China organic sales grew 3% another quarter of growth in what remains a challenging consumer environment 🤝 $JPM: And this could be one of the best if not the best years for dealmaking.The large megadeals are coming back 👩💻 $GOOGL: For the last I would say three to four years its been unbelievably intense. You know 100-hour weeks [--] weeks a year and thats the norm. I think thats what you"
X Link 2026-01-28T05:04Z 95.9K followers, [----] engagements
"SK Hynix: "The annual revenue increased by more than KRW 30T won while the annual operating profit nearly doubled Y/Y marking the highest annual performance in the companys history." FY [--] Results (KRW) Revenue: +47% to 97.1tn Operating profit: +101% to 47.2tn Operating margin: +14pp to 49% Net income: +117% to 42.9tn https://twitter.com/i/web/status/2016452053426479207 https://twitter.com/i/web/status/2016452053426479207"
X Link 2026-01-28T10:03Z 95.9K followers, 46K engagements
"SK Hynix: "As the AI market shifts from training to inference while demand for distributed architectures expands the role of memory will become increasingly critical. Accordingly not only demand for high-performance memory such as HBM is expected to grow continuously but also for overall memory products including server DRAM and NAND as well." SK Hynix: "The annual revenue increased by more than KRW 30T won while the annual operating profit nearly doubled Y/Y marking the highest annual performance in the companys history." FY [--] Results (KRW) Revenue: +47% to 97.1tn Operating profit: +101% to"
X Link 2026-01-28T10:05Z 95.9K followers, 40.4K engagements
"SK Hynix vs the rest: SK Hynix: "The annual revenue increased by more than KRW 30T won while the annual operating profit nearly doubled Y/Y marking the highest annual performance in the companys history." FY [--] Results (KRW) Revenue: +47% to 97.1tn Operating profit: +101% to 47.2tn Operating https://t.co/TGTtkNP0rT SK Hynix: "The annual revenue increased by more than KRW 30T won while the annual operating profit nearly doubled Y/Y marking the highest annual performance in the companys history." FY [--] Results (KRW) Revenue: +47% to 97.1tn Operating profit: +101% to 47.2tn Operating"
X Link 2026-01-28T10:07Z 95.9K followers, [----] engagements
"Danaher double beat CEO: "We delivered a strong finish to the year with better-than-expected performance across our portfolio.Looking ahead we expect the gradual improvement in our end markets we saw through [----] to continue." $DHR: -5% Pre-Market"
X Link 2026-01-28T13:05Z 95.9K followers, [----] engagements
"GE Vernova double beat CEO: "We delivered strong financial performance in 2025.We increased our backlog to $150 billion with better equipment margins and are entering [----] with significant momentum" $GEV: -5% Pre-Market"
X Link 2026-01-28T13:07Z 96.1K followers, [----] engagements
"$STZ Constellation Brands CEO: "75% of the Hispanic consumers are very concerned about the socioeconomic environment and they're being much more careful about their spending patterns spending much more on what you would call consumer essentials versus other categories""
X Link 2026-01-28T18:00Z 96.1K followers, [----] engagements
"$AA Alcoa CEO: Alcoas North American footprint provides tariff hedge "In North America the Midwest premium rose sharply providing a significant benefit to Alcoa given our US production. Importantly the higher Midwest premium fully offset tariff costs on shipments from Canada to the US. I'll remind everyone of the four smelters still operating in the US. Alcoa owns two giving us an advantage as the Midwest premium continues to increase." https://twitter.com/i/web/status/2016587111475138829 https://twitter.com/i/web/status/2016587111475138829"
X Link 2026-01-28T19:00Z 95.9K followers, [----] engagements
"CoStar responds to activist pressure: "Third Points demand that we abandon reflects their complete misunderstanding of our business industry and the strong progress we are making." $CSGP http://Homes.com As Jessie Livermore said in Reminiscences of a Stock Operator and further quoting Eccleastes "There is nothing new under the sun." There will always be a need for engaged shareholders to utilize the principles of Capitalism and Democracy to hold boards accountable. http://Homes.com As Jessie Livermore said in Reminiscences of a Stock Operator and further quoting Eccleastes "There is nothing"
X Link 2026-01-28T19:14Z 96.1K followers, 10K engagements
"Powell: ".the economy has once again surprised us with its strength. Not for the first time. Consumer spending.overall numbers are good & we are benefiting from the AI build-out of data centers. That is another thing we are benefiting from but the economy overall growth is on a solid footing it looks like." https://twitter.com/i/web/status/2016603097750020131 https://twitter.com/i/web/status/2016603097750020131"
X Link 2026-01-28T20:03Z 96K followers, [----] engagements
"$META CFO issues FY26 capex guidance $115135B vs. $70B in FY25 YoY increase of +64% to +93%: "We anticipate [----] capex. to be in the range of $115-135B with Y/Y growth driven by increased investment to support our Meta Superintelligence Labs efforts and core business""
X Link 2026-01-28T21:18Z 96K followers, 135.2K engagements
"$LRCX Lam Research CEO: "Lam delivered another strong quarter to cap a record year.With AI accelerating we are ramping execution velocity across the company to support our customers' growth and realize our vision for multi-year outperformance""
X Link 2026-01-28T21:23Z 96K followers, [----] engagements
"$MSFT CFO: "Microsoft Cloud revenue crossed $50B this quarter reflecting the strong demand for our portfolio of services. We exceeded expectations across revenue operating income and earnings per share""
X Link 2026-01-28T21:31Z 96K followers, [----] engagements
"$LRCX Lam Research CEO: "WFE came in close to $110B. Our initial [----] view is for WFE to be in the $135B range with the growth in spending remaining constrained by a shortage of available clean space. Chipmakers have been public about their efforts to alleviate constraints but they have also commented on sold out conditions persisting indicating the magnitude of the challenge." $LRCX is setting an initial [----] WFE guide of $135B (compares with estimated [----] WFE of $110B) while noting growth would be higher if not for a shortage of clean-room space. Semicaps have priced in a lot but good news"
X Link 2026-01-28T23:25Z 96K followers, [----] engagements
"This is Thursday's earnings deck: Before Open: $MA $CAT $LMT $NOK $FLWS $LHX $NDAQ $BX $TSCO $RCL $MO $DOW After Close: $AAPL $SNDK $WDC $V $SAP $KLAC $SYK $CVCO $EMN $HITI $FHI $DECK Which ones are you looking forward to most"
X Link 2026-01-29T11:02Z 95.9K followers, 10.5K engagements
"Honeywell CEO: "We concluded [----] with strong results.Orders grew 23% stemming from robust demand in the Aerospace Tech & Energy & Sustainability Solutions segments.As a result we exited [----] with a record backlog of over $37B which positions us well for 2026" $HON: +0.2% PM"
X Link 2026-01-29T11:15Z 95.9K followers, [----] engagements
"Thermo Fisher Scientific CEO: ".we delivered a strong finish to 2025.We enter [----] from a position of strength" $TMO: +1% PM"
X Link 2026-01-29T11:16Z 96K followers, [----] engagements
"$MA Mastercard CEO: " The overall macroeconomic environment is supportive and we continue to see healthy consumer and business spending" Mastercard CEO: "2025 was another strong year for Mastercard with net revenue up 16% Y/Y or 15% on cc We're executing and winning with programs like the Apple Card and robust growth in value- added services and solutions at 23% or 21% cc" $MA: +2% Pre-Market https://t.co/t2vqkJk5Ah Mastercard CEO: "2025 was another strong year for Mastercard with net revenue up 16% Y/Y or 15% on cc We're executing and winning with programs like the Apple Card and robust"
X Link 2026-01-29T14:23Z 96K followers, [----] engagements
"$SAP down 16% today on cloud growth disappointment: "Large transformational deals with high cloud revenue ramps in outer years & termination for convenience clauses required by law negatively impacted Q4 constant currency current cloud backlog growth by 1pp""
X Link 2026-01-29T14:42Z 95.9K followers, 12.9K engagements
"$NOW ServiceNow CEO tells investors the M&A panic is over and its time to return that lost $10B in market cap. "I noticed that we lost about $10B in market cap on that because of the worry. So now the worry is gone you can give us back to market cap. And no we're not going after anything large" https://twitter.com/i/web/status/2016895968784892017 https://twitter.com/i/web/status/2016895968784892017"
X Link 2026-01-29T15:27Z 95.9K followers, 42.5K engagements
"$NOW CEO asking for his $10B in market cap back: $NOW ServiceNow CEO tells investors the M&A panic is over and its time to return that lost $10B in market cap. "I noticed that we lost about $10B in market cap on that because of the worry. So now the worry is gone you can give us back to market cap. And no we're not going https://t.co/81j4efG3mP $NOW ServiceNow CEO tells investors the M&A panic is over and its time to return that lost $10B in market cap. "I noticed that we lost about $10B in market cap on that because of the worry. So now the worry is gone you can give us back to market cap."
X Link 2026-01-29T16:12Z 95.9K followers, [----] engagements
"Visa double beat: CEO: "Visa delivered a very strong fiscal first quarter with net revenue up 15% Y/Y GAAP EPS up 17% and non-GAAP EPS up 15% driven by resilient consumer spending and a strong holiday season" $V: -2% AH"
X Link 2026-01-29T21:14Z 96K followers, [----] engagements
"$V Operational Performance Metrics through January 21st 2026"
X Link 2026-01-29T21:14Z 95.9K followers, [----] engagements
"Deckers Outdoor CEO: "We are on track to deliver another incredible year with profitable growth at two premium and differentiated brands that operate in expanding segments of the global marketplace." $DECK: +15% AH"
X Link 2026-01-29T21:23Z 96K followers, [----] engagements
"Deckers Outdoor CEO: "Deckers produced record revenue and EPS in Q3 driven by the significant global demand for UGG and HOKA.UGG & HOKA each delivered high levels of full-price selling resulting in strong gross margins" $DECK Deckers Outdoor CEO: "We are on track to deliver another incredible year with profitable growth at two premium and differentiated brands that operate in expanding segments of the global marketplace." $DECK: +15% AH https://t.co/klcOAkg8vh Deckers Outdoor CEO: "We are on track to deliver another incredible year with profitable growth at two premium and differentiated"
X Link 2026-01-29T21:24Z 96K followers, [----] engagements
"Next week is a packed one in earnings:"
X Link 2026-01-29T21:54Z 95.9K followers, 55.9K engagements
"$AAPL CEO @tim_cook was asked how they came to choose Google as an AI & Siri partner: "We basically determined that Googles AI technology would provide the most capable foundation for us alongside our Apple Foundation Models. We believe we can unlock a lot of experiences and innovate in a key way due to the collaboration. We will continue to run on device and in private cloud compute and maintain our industry-leading privacy standards in doing so. In terms of the arrangement with Google we are not releasing the details of that" https://twitter.com/i/web/status/2017004899410858133"
X Link 2026-01-29T22:40Z 95.9K followers, 13.2K engagements
"Tim cook: "We basically determined that Google's AI technology would provide the most capable foundation for Apple Foundation Models" Sundar:"
X Link 2026-01-30T07:02Z 95.9K followers, 24.8K engagements
"SoFi Technologies CEO: "2025 was a tremendous year and the fourth quarter was nothing short of exceptional delivering more than $1B in quarterly revenue for the first time in our history." $SOFI: +6% Pre-Market"
X Link 2026-01-30T13:45Z 95.9K followers, [----] engagements
"American Express CEO: "2025 was a very strong year for American Express" $AXP: -2% Pre-Market"
X Link 2026-01-30T13:53Z 96.1K followers, [----] engagements
"$AXP CEO: "Full-year revenues grew 10% to reach another record & adjusted EPS increased 15% over last year. In Q4 [--] Card Member spending increased [--] percent FX-adjusted net card fee revenues grew double digits for the 30th consecutive quarter.""
X Link 2026-01-30T13:55Z 95.9K followers, [----] engagements
"$AXP CEO: "For the full year [----] we expect revenue growth of [--] to [--] percent and EPS in the range of $17.30 to $17.90 and we plan to increase our quarterly common stock dividend by approximately [--] percent" $AXP CEO: "Full-year revenues grew 10% to reach another record & adjusted EPS increased 15% over last year. In Q4 [--] Card Member spending increased [--] percent FX-adjusted net card fee revenues grew double digits for the 30th consecutive quarter." https://t.co/g3PNvFqX2z $AXP CEO: "Full-year revenues grew 10% to reach another record & adjusted EPS increased 15% over last year. In Q4 [--] Card"
X Link 2026-01-30T13:56Z 95.9K followers, [----] engagements
"$LVMH CEO: "So revenue just over EUR [--] billion. Let's state that it's twice what it was [--] years ago. Organic growth slightly negative on the year but positive in the second half. Our CFO will tell you more about the figures.""
X Link 2026-01-30T14:15Z 95.9K followers, [----] engagements
"$UAL United Airlines CEO: "The proof is in the numbers and we expect to be the only US airline that managed to grow EPS year-over-year despite all the headwinds. The United team truly is the best in global aviation""
X Link 2026-01-30T18:00Z 96.1K followers, [----] engagements
"$UAL CEO: Business travel surging in early [----] with January revenue up nearly 20% YoY. This year for the same early January week business revenue is up high single digits and nearly 20% YoY. the further you push this math into February and March the stronger it potentially gets. https://twitter.com/i/web/status/2017311889689350347 https://twitter.com/i/web/status/2017311889689350347"
X Link 2026-01-30T19:00Z 96.1K followers, [----] engagements
"$NET CEO @eastdakota: "We cannot have a fair market for AI when Google leverages their search monopoly to see 3.2x as much of the web as OpenAI 4.8x as much as Microsoft & more than 6x as much as nearly everyone else. Most data wins in AI. Google needs to play by the same rules as everyone else" https://twitter.com/i/web/status/2017316426025926775 https://twitter.com/i/web/status/2017316426025926775"
X Link 2026-01-30T19:18Z 96K followers, 11.9K engagements
"$V CEO: Visa stablecoin settlement reaches $4.6B annualized run rate. Total stablecoin settlement has reached an annualized run rate of $4.6B globally we added stablecoin card issuance in [--] additional countries to surpass 50"
X Link 2026-01-31T14:30Z 96K followers, 10.9K engagements
"$NFLX Co- CEO Greg Peters: Ad tier expected to generate $3B in [----] up 100% YoY Ad sales two and a half times in [----]. We expect that business to roughly double again in [----] to about $3 billion.There is still a gap between the ad-tier ARM and ARM for standard without ads but that gap is narrowing We believe we can close that gap and that means upside in terms of ad revenue growth. https://twitter.com/i/web/status/2017659163271434614 https://twitter.com/i/web/status/2017659163271434614"
X Link 2026-01-31T18:00Z 95.9K followers, [----] engagements
"$META CEO: "Sales of AR glasses more than tripled last year and we think that there are some of the fastest growing consumer electronics in history. It's hard to imagine a world in several years where most glasses that people wear aren't AI glasses""
X Link 2026-01-31T19:00Z 95.9K followers, 13.6K engagements
"$V Visa CEO: AI-driven fraud protection is scaling rapidly and reducing fraud globally. Our AI-powered Visa Account Attack Intelligence scored over 60B transactions and identified nearly 600M suspicious ones in the last [--] months. In LAC we have almost 90% of clients already activated and have prevented more than $10B of fraud. https://twitter.com/i/web/status/2017704459607113901 https://twitter.com/i/web/status/2017704459607113901"
X Link 2026-01-31T21:00Z 96K followers, 14K engagements
"$BX CEO: Blackstone this week posted its best financial results in its 40-year history Blackstone just reported the best results in our 40-year history with distributable earnings of $1.75 a share. This capped a record year for the firm""
X Link 2026-02-01T10:00Z 96.1K followers, [----] engagements
"$LRCX Lam Research CFO: "In calendar year [----] revenue was a record coming in at $20.6B which was up 27% YoY Gross margin was 49.9% the highest result as a combined company since the Novellus merger Operating margin was 34.1% EPS was $4.89 up 49% YoY.""
X Link 2026-02-01T14:30Z 96K followers, 11.4K engagements
"$JBHT CEO: "Just a little bit of uptick in demand. I don't think there's a lot of elasticity left in supply. And so that uptick in demand could create an environment that's different than what we've seen in the last several years. Having said that we're not going to hold our breath. That's why we've said we're going to take care of what we do and really focus on what we're good at take market share and be a disciplined growth company. Maybe I'll turn it over to any of the other guys that want to comment." https://twitter.com/i/web/status/2017995116108271933"
X Link 2026-02-01T16:15Z 96K followers, [----] engagements
"Monday's earnings buffet includes Disney and Palantir: Before Open: $DIS $APTS $IDXX $TSN $TWST $NSSC $RVTY $HESM After Close: $PLTR $TER $NXPI $WWD $FN $RMBS $RMBS $DVA $SPG $DOC $TWO"
X Link 2026-02-01T18:05Z 96K followers, 26.8K engagements
"$BAC: "Today the US operates the worlds largest nuclear plant fleet. Combined with China and France these countries produce more than [----] terawatt-hours (TWh) of nuclear energy per year or 58% of global nuclear generation. However the rest of the world is looking to catch up" https://twitter.com/i/web/status/2018112170874311066 https://twitter.com/i/web/status/2018112170874311066"
X Link 2026-02-02T00:00Z 96K followers, [----] engagements
"Disney CEO: "We are pleased with the start to our fiscal year and our achievements reflect the tremendous progress weve made." $DIS: +1% Pre-Market"
X Link 2026-02-02T12:13Z 95.9K followers, [----] engagements
"Oracle plans to raise $45 to $50B in [----] to fund OCI expansion citing contracted demand from customers including NVIDIA Meta OpenAI AMD TikTok and xAI. The company plans to use a balanced combination of debt and equity financing. $ORCL: +6% PM"
X Link 2026-02-02T12:58Z 95.9K followers, [----] engagements
"$TGT new CEO starts today. "I began my career at Target more than two decades ago. Ive grown here learned here and worked alongside teams and partners who care deeply about our guests. Stepping into this role is both humbling and deeply personal." $TGT Incoming CEO: ".I've been fortunate to serve in a broad range of roles and functions over my [--] years here. I've learned from every one of these experiences with each giving me a deeper appreciation for the specific ways that Target is special and strategically distinct in https://t.co/e4N3FTBq7e $TGT Incoming CEO: ".I've been fortunate to"
X Link 2026-02-02T13:02Z 96.1K followers, [----] engagements
"$MA Mastercard CEO: "My headline for you today we continue to deliver and [----] was another very strong year.We delivered strong performance in [----] with full year net revenue growth of 21% or 18% excluding acquisitions year-over-year on a currency-neutral basis. This growth was broad-based with consistently strong growth across regions and product groups" https://twitter.com/i/web/status/2018357514757353706 https://twitter.com/i/web/status/2018357514757353706"
X Link 2026-02-02T16:15Z 96K followers, 15.9K engagements
"$DIS CEO: "Turning to our Experiences segment. We had a solid start to the fiscal year with quarterly revenue exceeding $10 billion for the first time. We have expansion projects underway at every one of our theme parks and next month we're excited to welcome guests to the new World of Frozen at the completely reimagined Disney Adventure World at Disneyland Paris." https://twitter.com/i/web/status/2018362933655318576 https://twitter.com/i/web/status/2018362933655318576"
X Link 2026-02-02T16:36Z 96.1K followers, [----] engagements
"$DIS CEO: "Zootopia [--] also became Hollywood's highest-grossing animated film ever and one of the top [--] highest-grossing films of all time earning more than $1.7 billion and firmly establishing itself as a popular new franchise.""
X Link 2026-02-02T17:08Z 96K followers, [----] engagements
"NXP Semiconductors CEO: "NXP delivered quarterly revenue of $3.34 billion surpassing the midpoint of our guidance and reflecting sequential improvement across all end markets." $NXPI: -3% AH"
X Link 2026-02-02T21:16Z 96K followers, [----] engagements
"$PLTR CEO: "We generated $1.4B in revenue Q4 [--] a new record in our 23-year historyrepresenting a 70% growth rate over the same period the year before. Such a massive acceleration in growth for a company of this scale and size is a remarkable achievement.""
X Link 2026-02-02T21:31Z 95.9K followers, [----] engagements
"AMD leads tomorrow's earnings: Before Open: $PYPL $PEP $ETN $PFE $MRK $GLXY $HUBB $FUBO $ADM $MPLX After Close: $AMD $SMCI $CMG $ENPH $LITE $AMGN $TTWO $PRU $DOX $CB $EA $AMCR $EMR"
X Link 2026-02-02T22:00Z 96.1K followers, [----] engagements
"PepsiCo double beat CEO: "PepsiCos Q4 [--] results reflected a sequential acceleration in reported and organic revenue growth with improvements in both the North America & International businesses." $PEP: -1% Pre-Market"
X Link 2026-02-03T12:51Z 96K followers, [----] engagements
"PayPal double miss & replaces @acce as CEO with HP CEO Enrique Lores. Board comment: While some progress has been made in a number of areas over the last two years the pace of change and execution was not in line with the Boards expectations." $PYPL: -16% Pre-Market"
X Link 2026-02-03T12:59Z 95.9K followers, 26.6K engagements
"$HPQ HP CEO to @BrianSozzi on taking up the new role at PayPal: "I think PayPal has a great future. We need to improve execution and make more progress in the initiatives that we have in place. And this is going to be my goal doing to in the next year." $PYPL PayPal double miss & replaces @acce as CEO with HP CEO Enrique Lores. Board comment: While some progress has been made in a number of areas over the last two years the pace of change and execution was not in line with the Boards expectations." $PYPL: -16% Pre-Market https://t.co/I76WPqt9ON PayPal double miss & replaces @acce as CEO with"
X Link 2026-02-03T13:01Z 96.1K followers, [----] engagements
"Gartner CEO: "Q4 [--] financial results were ahead of expectations. We repurchased $2B of Gartner stock in 2025." $IT: -10% AH"
X Link 2026-02-03T13:09Z 96K followers, [----] engagements
"$PYPL: -16% Pre-Market PayPal double miss & replaces @acce as CEO with HP CEO Enrique Lores. Board comment: While some progress has been made in a number of areas over the last two years the pace of change and execution was not in line with the Boards expectations." $PYPL: -16% Pre-Market https://t.co/I76WPqt9ON PayPal double miss & replaces @acce as CEO with HP CEO Enrique Lores. Board comment: While some progress has been made in a number of areas over the last two years the pace of change and execution was not in line with the Boards expectations." $PYPL: -16% Pre-Market"
X Link 2026-02-03T13:11Z 96K followers, 10.5K engagements
"$TER CEO showing restraint even with backlog at decade highs & a record Q1 guide: "We have a fair amount of strength in Q1. We don't have great visibility into H2 so we're a little bit cautious that we don't want people to sort of take that and run with it for the full year. We expect that we're in kind of a two three-quarter surge that may lead to a shorter period of digestion afterwards." TER is always insanely conservative on their call (for evidence every single quarter they've beat their quarterly earnings estimate.for a decade). To be honest I was wondering how they'd manage to talk"
X Link 2026-02-03T15:51Z 96K followers, [----] engagements
"$WMT joins the $1T+ market-cap club. Next earnings call scheduled for February [--] roughly two weeks out $WMT CEO on how they plan to use Agentic AI: "And we can see a future that is agentic AI is going to help lift some of the things that customers don't enjoy about shopping off of their shoulders. I get most excited about replenishment." https://t.co/8udQCgdklK $WMT CEO on how they plan to use Agentic AI: "And we can see a future that is agentic AI is going to help lift some of the things that customers don't enjoy about shopping off of their shoulders. I get most excited about"
X Link 2026-02-03T15:58Z 96K followers, [----] engagements
"$V CEO: Proposed credit card fee caps would reduce credit access eliminate rewards and stifle innovation. "Consumers and small businesses would see reduced access to credit""
X Link 2026-02-03T18:00Z 96K followers, 11.6K engagements
"AMD CEO @LisaSu: "2025 was a defining year for AMD with record revenue and earnings driven by strong execution and broad- based demand for our high-performance and AI platforms. We are entering [----] with strong momentum across our business." $AMD: -5% AH"
X Link 2026-02-03T21:51Z 96K followers, 25.9K engagements
"$AMD CFO: "Our record fourth quarter and full-year results demonstrate AMDs ability to deliver profitable growth at scale. We achieved record non-GAAP operating income and free cash flow.""
X Link 2026-02-03T21:51Z 96.1K followers, [----] engagements
"Chipotle CEO: "Against a dynamic consumer backdrop we opened a record number of restaurants globally and grew Q4 and full year revenue" $CMG: -3% AH"
X Link 2026-02-03T21:53Z 96K followers, [----] engagements
"$ENPH: +11% Ah"
X Link 2026-02-03T21:54Z 95.9K followers, [----] engagements
"Thursday's earnings deck: Before Open: $UBER $LLY $ADNT $ABBV $NVO $CME $CDW $BG $CTSH $UBS $FTV $GEHC $BSX $JCI After Close: $GOOGL $ARM $ORLY $SYM $FLNC $ALL $COHR $ELF $QCOM $ALGT $MET $MOD $MCK $ALGN"
X Link 2026-02-04T00:10Z 96K followers, 14.2K engagements
"Boston Scientific double beat CEO: "2025 was another exceptional year for Boston Scientific." $BSX: -8% Pre-Market"
X Link 2026-02-04T11:51Z 96.1K followers, [----] engagements
"Eli Lilly double beat $LLY: +8% Pre-Market"
X Link 2026-02-04T11:53Z 96K followers, 70.7K engagements
"IAC CEO: "Q4 [--] capped a year of disciplined execution & solid performance across IAC." $IAC: -6% Premarket"
X Link 2026-02-04T12:24Z 96K followers, [----] engagements
"IAC insists that: "We are trading at a substantial discount." $IAC: -6% Pre-Market IAC CEO: "Q4 [--] capped a year of disciplined execution & solid performance across IAC." $IAC: -6% Premarket https://t.co/Kcf6gWs1wk IAC CEO: "Q4 [--] capped a year of disciplined execution & solid performance across IAC." $IAC: -6% Premarket https://t.co/Kcf6gWs1wk"
X Link 2026-02-04T12:25Z 96K followers, [----] engagements
"Uber CEO: "Uber accelerated into another record-breaking quarter with more than 200M monthly users completing more than 40M trips every dayour largest and most engaged consumer base ever" $UBER: -5% Pre-Market"
X Link 2026-02-04T12:27Z 96.1K followers, 16.8K engagements
"$UBER CEO @dkhos: "We enter [----] with a rapidly growing topline significant cash flow & a clear path to becoming the largest facilitator of AV trips in the world. Our performance this year reflects the significant power of our platform strategy with $193B in Gross Bookings & $10B in FCF." Uber CEO: "Uber accelerated into another record-breaking quarter with more than 200M monthly users completing more than 40M trips every dayour largest and most engaged consumer base ever" $UBER: -5% Pre-Market https://t.co/aJuHK9i3Hd Uber CEO: "Uber accelerated into another record-breaking quarter with more"
X Link 2026-02-04T12:32Z 96.1K followers, 10.2K engagements
"$LLY Eli Lilly CEO: "2025 was an important year for Lilly. We reached millions more patientslaunching Inluriyo expanding Mounjaro and Kisunla globally and submitting orforglipron for approval. We expanded our manufacturing capacity and through our U.S. government agreement opened new access to obesity medicines. Entering our 150th year with a deep pipeline and platforms like LillyDirect we're positioned to reach more patients than ever and expand our global health impact." Eli Lilly double beat $LLY: +8% Pre-Market https://t.co/XQ6W2hiS5L Eli Lilly double beat $LLY: +8% Pre-Market"
X Link 2026-02-04T12:35Z 96K followers, [----] engagements
"$UBER: As reported in @Uber earnings today Im proud to say that @UberFreight achieved breakeven in Q4 on an adjusted EBITDA basis after 3+ years of losses. Were just at the starting line - with a ton of work left to do for our customers - but were getting there Now back to work As reported in @Uber earnings today Im proud to say that @UberFreight achieved breakeven in Q4 on an adjusted EBITDA basis after 3+ years of losses. Were just at the starting line - with a ton of work left to do for our customers - but were getting there Now back to work"
X Link 2026-02-04T16:39Z 96K followers, [----] engagements
"$UBER CEO @dkhos used the prepared remarks in today's earnings call to handle some misconceptions on Autonomous Vehicles Myth: AV growth will be zero-sum. Reality: AVs add supply and expand the ridesharing market. Myth: San Francisco trends apply everywhere. Reality: SF is an outlier & most cities have very different demand and regulatory dynamics. Myth: AV-only fleets can achieve high utilization at scale. Reality: Hybrid networks of AVs and human drivers deliver higher utilization lower ETAs and better reliability. Myth: AVs only need a few large cities to capture most profits. Reality:"
X Link 2026-02-04T17:59Z 96K followers, 12.9K engagements
"$MA Mastercard CEO: Tokenization nearing 40% of all transactions. In fact as of quarter [--] we have tokenized nearly 40% of all transactions. And we continue to see adoption in both card-present and card-not-present use cases.""
X Link 2026-02-04T18:00Z 96K followers, [----] engagements
"$V CEO: "In our fiscal Q1 we delivered strong financial results with net revenue up 15% year-over-year to $10.9 billion and EPS up 15%. Payments volume grew 8% YoY in constant dollars to nearly $4T and processed transactions grew 9% totaling 69B.""
X Link 2026-02-04T19:00Z 96.1K followers, [----] engagements
"Alphabet reports after hours $GOOG $GOOGL"
X Link 2026-02-04T19:57Z 96K followers, [----] engagements
"Alphabet CEO: "Search saw more usage than ever before with AI continuing to drive an expansionary moment." $GOOG $GOOGL"
X Link 2026-02-04T21:23Z 95.9K followers, 27.6K engagements
"$QCOM CEO talks of memory shortages: "While our near-term handsets outlook is impacted by industry-wide memory supply constraints we are encouraged by end-consumer demand for premium and high-tier smartphones & remain on track to achieve our FY [--] revenue goals" Qualcomm CEO: "We are pleased to deliver strong quarterly results with record total company revenues. Our momentum across personal industrial and physical AI is growing." $QCOM: -9% AH https://t.co/QXxlynWpWq Qualcomm CEO: "We are pleased to deliver strong quarterly results with record total company revenues. Our momentum across"
X Link 2026-02-04T21:34Z 95.9K followers, [----] engagements
"Alphabet is guiding to FY26 CapEx of $175185B equivalent to nearly half of FY25 revenues. $GOOG $GOOGL Alphabet CEO guiding to $175185B in FY26 capex vs $91.4B in FY25 YoY increase of 92102% "To meet customer demand and capitalize on the growing opportunities we have ahead of us our [----] CapEx investments are anticipated to be in the range of $175 to $185B." $GOOG $GOOGL https://t.co/iCPTR76C5H Alphabet CEO guiding to $175185B in FY26 capex vs $91.4B in FY25 YoY increase of 92102% "To meet customer demand and capitalize on the growing opportunities we have ahead of us our [----] CapEx"
X Link 2026-02-04T21:37Z 96K followers, [----] engagements
"e.l.f. Beauty double beat + raised FY [--] outlook CEO: "We remain confident in our ability to grow market share and deliver best-in-class growth in beauty as reflected by our raised fiscal [----] outlook." $ELF: +14% AH"
X Link 2026-02-04T21:40Z 96.1K followers, [----] engagements
"Snap CEO: "Our Q4 results began to reflect the impact of our strategic pivot toward profitable growth translating into revenue diversification and meaningful margin expansion." Authorizes a $500M buyback $SNAP: +6% AH"
X Link 2026-02-04T21:42Z 96K followers, [----] engagements
"$ARM: -8%AH CEO: "Arm delivered a record revenue quarter as demand for AI computing on our platform continues to accelerate. Record royalty results in the third quarter reflect the growing scale of our ecosystem as customers design the Arm compute platform into next-generation systems across cloud edge and physical environments to deliver high-performance power-efficient AI. The fundamentals of the Arm business have never been stronger." https://twitter.com/i/web/status/2019165520398823497 https://twitter.com/i/web/status/2019165520398823497"
X Link 2026-02-04T21:45Z 96K followers, 10.8K engagements
"Alphabet: "In February [----] Waymo announced an investment round of $16B the significant majority of which was funded by Alphabet" $GOOG $GOOGL"
X Link 2026-02-04T21:48Z 96K followers, [----] engagements
"Alphabet CBO: "Google services revenues were 96B in Q4 [--] up 14% Y/Y primarily driven by accelerated growth in search.The 17% increase in search & other was led by broad strength across all major verticals with retail particularly strong on YouTube. Search is not dead"
X Link 2026-02-04T22:06Z 95.9K followers, [----] engagements
"Alphabet CFO: "Cloud operating income was $5.3B more than doubling year over year. And operating margin increased from 17.5% in the fourth quarter of last year to 30.1%." $GOOG $GOOGL"
X Link 2026-02-04T22:11Z 95.9K followers, 11.3K engagements
"Alphabet CEO expects supply constraints to persist to the end of 2026: "The demand we are seeing across the board across our services.is exceptionally strong. And so I do expect to go through the year in a supply-constrained way." $GOOG $GOOGL $META CFO: Capacity constraints to persist through 2026: "We do continue to be capacity constrained.We'll likely still be constrained through much of [----] until additional capacity from our own facilities comes online later in the year." https://t.co/vrURxyQUhz $META CFO: Capacity constraints to persist through 2026: "We do continue to be capacity"
X Link 2026-02-04T22:17Z 96.1K followers, [----] engagements
"Alphabet CEO was asked what keeps them awake at night currently: "I think specifically at this moment maybe the top question is definitely around compute capacity all the constraints. Be it power land supply chain constraints how do you ramp up to meet this extraordinary demand for this moment get our investments right for the long term and do it all in a way that we are driving efficiencies and doing it in a world-class way" https://twitter.com/i/web/status/2019175732627530169 https://twitter.com/i/web/status/2019175732627530169"
X Link 2026-02-04T22:26Z 96K followers, 20.1K engagements
"Alphabet CEO: AI is expanding query types and driving growth without cannibalizing search usage "I think AI is expanding the type of queries people do with Google overall.and we haven't seen any evidence of cannibalization there." $GOOG $GOOGL"
X Link 2026-02-04T22:33Z 96K followers, [----] engagements
"Thursday's earnings deck includes Amazon: Before Open: $COP $BMY $CMI $EL $B $CAH $ENR $CI $PTON $OWL $SHEL $ROK $LIN After Close: $AMZN $IREN $RDDT $MSTR $RBLX $FTNT $ARW $BE $CLSK $DLR $MCHP $DOCS $TEAM"
X Link 2026-02-05T00:00Z 96.1K followers, [----] engagements
"Peloton double miss CEO: "Our second quarter represented the most substantial period of innovation at Peloton since our founding." $PTON: -26% today"
X Link 2026-02-05T14:32Z 96K followers, [----] engagements
"Alphabet CBO: "For FY [----] our YouTube's annual revenue surpassed $60B across ads and subscriptions. In Q4 YouTube ads was driven indeed by strong growth and direct response." $GOOG $GOOGL"
X Link 2026-02-05T16:15Z 95.9K followers, 12K engagements
"$NVO calls out $HIMS for illegally mass-compounding unapproved semaglutide "The action by Hims & Hers is illegal mass compounding that poses a significant risk to patient safety. Novo Nordisk will take legal and regulatory action" $NVO: -6% today $HIMS: +1% today"
X Link 2026-02-05T16:19Z 95.9K followers, [----] engagements
"MGM Resorts International moved its Q4 [----] earnings release to today Feb [--] [----] after market close with the conference call at 5:00 pm ET. The company also filed a Form 8-K noting it inadvertently posted unaudited preliminary financial information. $MGM"
X Link 2026-02-05T16:40Z 96.1K followers, [----] engagements
"$UPS CEO: Amazon volume down 1M daily pieces in [----] another 1M to go in [----]. By the end of the year we reduced Amazons volume in our network by approximately [--] million pieces per day we intend to glide-down another [--] million pieces per day"
X Link 2026-02-05T19:00Z 96.1K followers, [----] engagements
"$AMZN: -10% AH"
X Link 2026-02-05T21:07Z 96K followers, [----] engagements
"Reddit CEO: "2025 was a breakout year for Reddit.We crossed $2.2B in revenue up 69%Y/Y and delivered $530M in net income. In Q4 alone we welcomed over 121M DAUs to our platform +19% Y/Y." Launches a $1B buyback program. $RDDT: +6% AH"
X Link 2026-02-05T21:13Z 96K followers, [----] engagements
"Roblox CEO: "Fiscal [----] was a banner year for Roblox.Revenue grew 36% Y/Y to $4.9B bookings grew 55% Y/Y to $6.8B & we generated $1.8B in operating cash flow. This performance was driven by the addition of 60M DAUs from Q4 [----] to Q4 2025" $RBLX: +21%AH 🚀"
X Link 2026-02-05T21:14Z 96K followers, [----] engagements
"Amazon CEO @ajassy: "AWS growing 24% (our fastest growth in [--] quarters) Advertising growing 22% Stores growing briskly across North America and International our chips business growing triple digit percentages year-over-year." $AMZN: -7% AH"
X Link 2026-02-05T21:16Z 95.9K followers, 11K engagements
"Amazon Segments YoY net sales growth (FY25) North America: +10% International: +13% AWS: +20% Consolidated: +12% Operating margins (FY25) North America: 6.9% International: 2.9% AWS: 35.4% Consolidated: 11.2% $AMZN"
X Link 2026-02-05T21:25Z 95.9K followers, [----] engagements
"$AMZN CEO: "AWS growing 24% (our fastest growth in [--] quarters).""
X Link 2026-02-05T21:30Z 96.1K followers, 39.8K engagements
"$AMZN CEO @ajassy guides to $200B capex in FY26 up 52% YoY from $131.8B in FY25. "With such strong demand for our existing offerings and seminal opportunities .we expect to invest about $200B in capex across Amazon in [----] & anticipate strong long-term ROIC" Alphabet CEO guiding to $175185B in FY26 capex vs $91.4B in FY25 YoY increase of 92102% "To meet customer demand and capitalize on the growing opportunities we have ahead of us our [----] CapEx investments are anticipated to be in the range of $175 to $185B." $GOOG $GOOGL https://t.co/iCPTR76C5H Alphabet CEO guiding to $175185B in FY26"
X Link 2026-02-05T21:39Z 95.9K followers, [----] engagements
"Big Tech capex: $MSFT $GOOG $GOOGL $META $AAPL $AMZN Capex guided up in FY 26: $AMZN CEO: "We expect to invest about $200B in capex across Amazon in 2026." $GOOGL CEO: "Our [----] CapEx investments are anticipated to be in the range of $175 to $185B." $META CEO: "We anticipate [----] capex. to be in the range of $115-135B" Capex guided up in FY 26: $AMZN CEO: "We expect to invest about $200B in capex across Amazon in 2026." $GOOGL CEO: "Our [----] CapEx investments are anticipated to be in the range of $175 to $185B." $META CEO: "We anticipate [----] capex. to be in the range of $115-135B""
X Link 2026-02-05T21:48Z 96K followers, 20.9K engagements
"Bloom Energy CEO: "Bring-your-own-power has shifted from a slogan to a business necessity for AI hyperscalers and manufacturing facilities. This shift is secular and growing." $BE: +11% AH"
X Link 2026-02-05T21:50Z 95.9K followers, 10.9K engagements
"@SylvanFund $TEAM"
X Link 2026-02-05T21:55Z 95.9K followers, [---] engagements
"Doximity CEO: "Were proud to deliver another quarter of strong profits and record engagement." $DOCS: -33% AH"
X Link 2026-02-05T21:57Z 96K followers, [----] engagements
"$AMZN CEO with the usual reminder on AWS growth "As a reminder it's very different having 24% Y/Y growth on a $142B annual run rate than to have a higher percentage growth on a meaningfully smaller base which is the case with our competitors." $AMZN CEO: "AWS growing 24% (our fastest growth in [--] quarters)." https://t.co/HgFigEwVx8 $AMZN CEO: "AWS growing 24% (our fastest growth in [--] quarters)." https://t.co/HgFigEwVx8"
X Link 2026-02-05T22:11Z 95.9K followers, 25K engagements
"$AMZN CEO: We recently launched Trainium3 which is up to 40% more price performance than Trainium [--]. We're seeing very strong demand for Trainium3 and expect nearly all of our Trainium3 supply of chips to be committed by mid [----]. And though we're still building Trainium4 we're seeing very strong interest already looking. https://twitter.com/i/web/status/2019535541092352263 https://twitter.com/i/web/status/2019535541092352263"
X Link 2026-02-05T22:16Z 96K followers, [----] engagements
"$AMZN CFO on AWS's 24% growth in Q4 25: "This growth was helped in part by the more than one gigawatt of capacity we added in Q4. In [----] AWS added more data center capacity than any other company in the world" $AMZN CEO: "AWS growing 24% (our fastest growth in [--] quarters)." https://t.co/HgFigEwVx8 $AMZN CEO: "AWS growing 24% (our fastest growth in [--] quarters)." https://t.co/HgFigEwVx8"
X Link 2026-02-05T22:30Z 96K followers, [----] engagements
"$AMZN CFO: "trailing [--] month free cash flow was $11.2 billion in Q4 25""
X Link 2026-02-05T22:40Z 96K followers, [----] engagements
"$AMZN CEO on their AI shopping assistant Rufus: "We have [---] million customers who used Rufus in [----]. Customers who use Rufus are about 60% more likely to complete a purchase. And so you're seeing a lot of usage of it and a lot of growth.""
X Link 2026-02-05T22:50Z 95.9K followers, [----] engagements
"$AMZN CEO: Retailer shopping agents can better fulfill all core retail needs (selection price speed and trust) unlike horizontal AI agents. "What consumers really want in a retailer they want really broad selection. They want low prices they want really fast delivery. And then they want a retailer that they can trust and that takes care of them. And I think horizontal agents are pretty good at aggregating selection. But retailers are much better at doing all four of those items. https://twitter.com/i/web/status/2019545022492995840 https://twitter.com/i/web/status/2019545022492995840"
X Link 2026-02-05T22:53Z 96K followers, [----] engagements
"@TruthBelowG @Yellowbull11 @Ole_S_Hansen @RayDalio @AndreasSteno @abcampbell @WarrenPies @robert_ivanhoe @BudaghyanArthur @KatusaResearch Thanks"
X Link 2026-02-06T13:02Z 95.9K followers, [--] engagements
"$AMZN CEO: "AWS growth continued to accelerate to 24% the fastest we've seen in [--] quarters up $2.6 billion quarter over quarter and nearly $7 billion year over year.""
X Link 2026-02-06T19:00Z 96.1K followers, 10.6K engagements
"$NVDA CEO this week: "I get questions like things like ROI and I wouldn't go there. And the reason for that is because with all technology deployments in the beginning it's hard to put into a spreadsheet the ROI of a new tool a new technology.Too many companies I hear they want it they want it they want it explicit they want it specific they want demonstrable ROI. And showing the value of something worth doing in the beginning is hard. But what I would do what I would say is that let a thousand flowers bloom. Let people experiment. Let the people experiment safely. And we're experimenting"
X Link 2026-02-07T18:00Z 96.1K followers, 13.3K engagements
"$KKR Co-CEO stresses that not all software face disruption from AI: "the market right now and as you know this happens when there's this much emotion all at once is painting everything with one brush. We would just caution that not all software investments are the same" $ARES CEO: AI will disrupt some software not all. "It is interesting to see how the markets are thinking about software companies as all being equal and not really understanding the difference between companies that could get disrupted by AI in places like digital content $ARES CEO: AI will disrupt some software not all. "It"
X Link 2026-02-07T21:00Z 96K followers, 18.3K engagements
"$NVDA CEO this week: "There's a whole bunch of software companies whose stock prices are under a lot of pressure. Because somehow AI is going to replace them. It is the most illogical thing in the world and time will prove itself.""
X Link 2026-02-08T00:00Z 96K followers, 17K engagements
"$ARM CEO: MediaTek expects 15% smartphone unit decline due to memory shortages "that's pretty consistent with what we've heard from other smartphone and handset providers around what they think the memory supply chain constraints could provide.""
X Link 2026-02-08T13:20Z 96.1K followers, 13.9K engagements
"$CCK Crown Holdings CEO: "If you watch the Super Bowl this weekend you're going to see two really slick commercials.one of the major beer companies and one of the major soft drink companies are going to run some really really slick commercials that are really well done""
X Link 2026-02-08T15:04Z 96K followers, [----] engagements
"$GOOG $GOOGL Alphabet Chief Scientist: "It's an amazing time because whether it's Claude whether it's ChatGPT whether it's Gemini they're all getting better. They're all making one and they're. I would say the competitive environment's also making everyone better. This is fantastic to see where release after release you're now feeling like you're gaining more insight. You're gaining more capability. And it's able to go further deeper faster." https://twitter.com/i/web/status/2020517639991291911 https://twitter.com/i/web/status/2020517639991291911"
X Link 2026-02-08T15:18Z 95.9K followers, 12.2K engagements
"Question: What do you think of memory prices Alphabet Chief Technologist: "That's been on my list of worries in certain weeks as well. Very exciting times especially as you know the split between DRAM and HBM" $GOOG $GOOGL"
X Link 2026-02-08T15:25Z 95.9K followers, [----] engagements
"$LVMH CEO: Family ownership enables long-term strategic focus over quarterly pressures. A family group isnt riveted to the quarterly results. we take the long-term view. well cross the 50% threshold"
X Link 2026-02-08T18:00Z 96K followers, [----] engagements
"$UBER CFO @_balaji_km: Uber's profit engine lies in smaller U.S. markets not top cities "this is a very very common misconception. We've heard many times that Uber's profit pools are concentrated in the top cities and it could not be further from the truth.""
X Link 2026-02-08T21:00Z 96.1K followers, 75.1K engagements
"$INTC CEO on the key constraint: "I think for a lot of my customer is memory. Memory actually there's no relief as far as I know when I talk to only [--] key players [--] of them I talked to very frequently. And then they told me that Lip-Bu there's no relief until 2028""
X Link 2026-02-09T00:00Z 96K followers, [----] engagements
"$INTC CEO: Intel's foundry scale-up will be signaled by ramp up in CapEx. I'm not going to announce any customer. When you see me starting to put money into CapEx equipment it means I have real customer I've committed to it. That's kind of discipline I have.""
X Link 2026-02-09T16:15Z 96.1K followers, 16.9K engagements
"$AMZN CFO: "Advertising revenue grew 22% in the fourth quarter and we added over $12 billion of incremental revenue in [----] alone as our full funnel advertising approach of connecting brands with customers is resonating simplifying the advertiser experience to enable brands to better reach customers wherever they are." https://twitter.com/i/web/status/2020920670855758339 https://twitter.com/i/web/status/2020920670855758339"
X Link 2026-02-09T18:00Z 96.1K followers, 10.9K engagements
"ON Semi CEO: "We.met expectations in Q4 [--] as we saw increasing signs of stabilization in our key markets.-." CFO: "With our major investment cycle behind us and new technologies ramping we continue to strengthen our financial foundation $ON: +4% AH"
X Link 2026-02-09T22:33Z 96K followers, [----] engagements
"$DUOL Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"
X Link 2026-02-09T22:37Z 96K followers, [----] engagements
"ON Semi CEO: "We.met expectations in Q4 [--] as we saw increasing signs of stabilization in our key markets.-." CFO: "With our major investment cycle behind us and new technologies ramping we continue to strengthen our financial foundation $ON: -4% AH"
X Link 2026-02-09T22:38Z 96.1K followers, [----] engagements
"Tuesday's earnings Before Open: $KO $SPOT $DDOG $CVS $BP $RACE $SPGI $HAS $DUK $MAR $OSCR $AZN $FISV After Close: $HOOD $ALAB $F $LYFT $NET $AEIS $EW $UPST $ZG $GXO $AIG $GILD $MAT"
X Link 2026-02-09T22:59Z 96.1K followers, [----] engagements
"Spotify CEO: ".this is my 30th earnings call and as you know this is the last one that I do in the role as CEO." CBO: " In Q4 we met or exceeded guidance across all the key metrics" $SPOT: +19% today"
X Link 2026-02-10T15:34Z 96K followers, [----] engagements
"$SPOT CBO: "We marked our highest quarter ever for MAU net additions.A driver of MAU outperformance is Wrapped which was also record-breaking this year. While we saw impressive engagement back in [----] we also got feedback on the user experience. So this year we turned up the dial and the response was resounding. At the end of the campaign more than [---] million users engaged which was up 20% and we saw more than [---] million shares across social media which is up 42%" https://twitter.com/i/web/status/2021246823629746424 https://twitter.com/i/web/status/2021246823629746424"
X Link 2026-02-10T15:36Z 96K followers, [----] engagements
"$AMZN CFO: "Last year US Prime members received over [--] billion items with the same or next day up more than 30% year over year with groceries and everyday essentials making up half of the total items.""
X Link 2026-02-10T18:00Z 96K followers, 12.1K engagements
"Google after seeing that its 100-year bonds are oversubscribed:"
X Link 2026-02-10T18:01Z 96.1K followers, 21.6K engagements
"Coca-Cola North America segment: "Operating income declined 65% for the quarter driven by items impacting comparability including a non-cash impairment charge of $960M related to the BODYARMOR trademark" $KO"
X Link 2026-02-10T18:15Z 96K followers, [----] engagements
"CloudFlare CEO @eastdakota: "We had an exceptionally strong end to [----]. In Q4 we closed our largest annual contract value deal everaveraging $42.5 million per yearand total new ACV grew nearly [--] percent year-over-year our fastest growth rate since 2021" $NET: +8% AH"
X Link 2026-02-10T21:48Z 96K followers, [----] engagements
"Zillow CEO: "We delivered strong results across the business and achieved all of our reported financial targets for the full year including full-year profitability and were carrying that momentum into 2026." $Z: -5% AH"
X Link 2026-02-10T21:51Z 96K followers, [----] engagements
"Klaviyo CFO: "Our results reflect strong execution and growing demand with 32% annual revenue growth expanding operating margins and strong cash flow" $KVYO: +7%AH"
X Link 2026-02-10T21:53Z 96.1K followers, [----] engagements
"LYFT CFO: "We delivered record financial performance in [----] across all metrics including all-time-high cash flow generation exceeding $1.1 billion.we remain right on track to hit our long-term targets." $LYFT: -15% AH"
X Link 2026-02-10T21:54Z 96K followers, [----] engagements
"Ford CEO: ".a strong [----] in a dynamic and often volatile environment." $F: +1.5% AH"
X Link 2026-02-10T21:56Z 96K followers, [----] engagements
"$BE CEO: AI-driven electricity demand is overwhelming traditional grid infrastructure "The upcoming AI computer racks will consume almost 100x more power than traditional CPU compute racks of yesteryears""
X Link 2026-02-11T00:00Z 96.1K followers, 16.6K engagements
"$NET: +16% AH Earnings a bit different this time. Due to team commitments at the Munich Security Conference and the Olympics were doing our report next Tuesday. So Im sitting in a Milan hotel with a nice Barolo listening to Bocelli and writing the script. Make of that what you will. Earnings a bit different this time. Due to team commitments at the Munich Security Conference and the Olympics were doing our report next Tuesday. So Im sitting in a Milan hotel with a nice Barolo listening to Bocelli and writing the script. Make of that what you will"
X Link 2026-02-11T05:36Z 96K followers, [----] engagements
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