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Evan
PepsiCo $PEP is increasing its stake in Celsius $CELH in a $585M deal that will boost distribution of some of the energy-drink maker’s popular beverages
PepsiCo is set to announce that it’s buying convertible preferred stock in Celsius that would boost its ownership to 11% - Bloomberg
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PepsiCo $PEP is increasing its stake in Celsius $CELH in a $585M deal that will boost distribution of some of the energy-drink maker’s popular beverages
PepsiCo is set to announce that it’s buying convertible preferred stock in Celsius that would boost its ownership to 11% - Bloomberg
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Gainify
2Q’25 EARNINGS SEASON DELIVERING!
Nearly all of the S&P 500 is in, and the numbers speak loud:
→ Revenue: 391 beats / 99 misses (80% beat, +2.2% avg surprise)
→ EPS: 407 beats / 83 misses (83% beat, +10.1% avg surprise)
Solid results? https://t.co/YcPV2sFo0h
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2Q’25 EARNINGS SEASON DELIVERING!
Nearly all of the S&P 500 is in, and the numbers speak loud:
→ Revenue: 391 beats / 99 misses (80% beat, +2.2% avg surprise)
→ EPS: 407 beats / 83 misses (83% beat, +10.1% avg surprise)
Solid results? https://t.co/YcPV2sFo0h
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Offshore
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Dimitry Nakhla | Babylon Capital®
Fair Isaac $FICO Stock in 4 Charts 📊
1. Last 5 years $FICO revenue rose +49% ($634M) while cost of sales DECREASED -2.5% ($9M)
2. A -24% decrease in shares outstanding & +26% CAGR in basic EPS
3. FCF Margins nearly tripled since 2015
4. Steady increase in ROCE https://t.co/Yfxg7YjgOR
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Fair Isaac $FICO Stock in 4 Charts 📊
1. Last 5 years $FICO revenue rose +49% ($634M) while cost of sales DECREASED -2.5% ($9M)
2. A -24% decrease in shares outstanding & +26% CAGR in basic EPS
3. FCF Margins nearly tripled since 2015
4. Steady increase in ROCE https://t.co/Yfxg7YjgOR
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AlexandrIA
Tech can preserve the music of the past, but only flesh knows the sound of absence 🖤
Good Weekend! 🎶
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Tech can preserve the music of the past, but only flesh knows the sound of absence 🖤
Good Weekend! 🎶
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Evan
ALIBABA $BABA CREATES AI CHIP TO HELP CHINA 🇨🇳 FILL NVIDIA VOID
Industry insiders say China remains far from being able to make chips that can rival the most advanced American products. Still, companies are coming up with substitutes for Nvidia’s H20 chip, the most powerful AI processor it is allowed to sell in China
(Source WSJ)
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ALIBABA $BABA CREATES AI CHIP TO HELP CHINA 🇨🇳 FILL NVIDIA VOID
Industry insiders say China remains far from being able to make chips that can rival the most advanced American products. Still, companies are coming up with substitutes for Nvidia’s H20 chip, the most powerful AI processor it is allowed to sell in China
(Source WSJ)
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