Source:
Market Alerts
Your AI-powered feed for tech, stocks, and news that matters. Get concise summaries of breaking news, earnings calls, financials, price targets, insider trading, and congress trading.
NEWS
TECH/AI
9:01 a.m.
March 19, 2025
Samsung CEO Pledges to Pursue Deals Amid Growth Struggles
Samsung Electronics CEO Han Jong-hee announced the company is looking at major deals to drive growth, addressing shareholder concerns over weak earnings and stock performance. Han apologized for the company's failure to adequately respond to the rapidly evolving AI semiconductor market.
Tech Stocks Hit by Selloff on Eve of Fed Meeting
Major tech stocks faced significant selling pressure, with the Nasdaq down 1.7% and the S&P 500 off by 1%. The selloff affected Magnificent Seven stocks, including Google, which was down despite announcing its $32 billion acquisition of Wiz.
Source:
9:01 a.m.
March 19, 2025
IBM Donates Three AI Projects to Linux Foundation
During a keynote address at All Things Open AI, IBM announced it is contributing three open source AI projects - Data Prep Kit, Docling, and BeeAI - to the Linux Foundation. These developer tools focus on essential areas of the AI development stack.
Source:
9:01 a.m.
March 19, 2025
Google Acquires Israeli Cyber Security Company Wiz for $32 Billion
Google has agreed to buy Israeli cyber security company Wiz for $32 billion, its largest acquisition to date. The deal aims to boost Google's cloud security and multicloud segments, which Google Cloud CEO Thomas Kurian called 'two large and growing trends in the AI era'.
Source:
9:01 a.m.
March 19, 2025
Nvidia Unveils Next-Gen AI GPUs: Blackwell Ultra, Vera Rubin, and Rubin Ultra
At GTC 2025, Nvidia announced a new lineup of AI GPUs, including the Blackwell Ultra GB300 (shipping later this year), Vera Rubin (2026), and Rubin Ultra (2027), each promising exponential performance gains. CEO Jensen Huang emphasized the insatiable demand for AI computing power, stating 'The industry needs 100 times more than we thought we needed this time last year'.
Source:
9:01 a.m.
March 19, 2025
ASAN FY2025: Revenue $723.9M (+11% YoY), Core customer growth strong, AI integration expanding.
Asana reported a revenue increase to $723.9 million for fiscal year 2025, marking an 11% growth from the previous year. The company continues to focus on expanding its core customer base and integrating AI capabilities into its platform. Despite these efforts, Asana recorded a net loss of $255.5 million, reflecting ongoing challenges in achieving profitability.
Asana's fiscal year 2025 results highlight a continued trajectory of growth, with revenues reaching $723.9 million, up 11% from the previous year. This growth is largely driven by an increase in core customers, those spending over $5,000 annually, which now contribute to 72% of the company's revenue. The company has also seen a rise in customers spending over $100,000 annually, indicating adoption among larger organizations. Despite these positive trends, Asana faces significant challenges, including a net loss of $255.5 million for the year. The company attributes these losses to substantial investments in research and development, sales, and marketing, as well as the integration of AI features into its platform. Asana's strategic focus on growth over immediate profitability is evident, with plans to continue investing in expanding its market presence and enhancing its product offerings. The company also navigates a complex landscape of risks, including macroeconomic uncertainties, competitive pressures, and the need to maintain compliance with evolving regulatory standards. Asana's ability to manage these risks while capitalizing on growth opportunities will be crucial in its journey towards achieving sustainable profitability.
Source:
9 a.m.
March 19, 2025
DOCU FY2025: Revenue $2.98B (+8% YoY), subscription growth, international expansion continues.
DocuSign reported a revenue increase of 8% year-over-year, reaching $2.98 billion, driven by subscription growth and a focus on international expansion and product enhancements. Challenges include competitive pressures and regulatory compliance in international markets.
DocuSign's fiscal year 2025 results showed an 8% growth in revenue, totaling $2.98 billion, with 97% derived from subscriptions. Growth was driven by stronger customer relationships and new acquisitions via digital channels. The company is enhancing its IAM platform and eSignature and CLM products with AI, well-received in the market. International revenue accounts for 28%, highlighting a strategic focus on global expansion. Challenges include navigating regulatory demands, competitive pricing, and product innovation. Complexities of international operations, currency fluctuations, and local law compliance also present risks. DocuSign continues to address these issues as it leverages its market position for further growth.
Source:
General Motors Selects Nvidia for Self-Driving Vehicle Fleet
Nvidia announced a partnership with General Motors to build out its self-driving vehicle fleet. The collaboration will incorporate Nvidia's technology in manufacturing, enterprise centers, and in-vehicle features .
Source:
Cisco Partners with Nvidia on Secure AI Infrastructure
Cisco unveiled an AI factory architecture with Nvidia that prioritizes security. The Cisco Secure AI Factory with Nvidia aims to simplify enterprise AI adoption while providing robust security measures throughout the AI stack .
Source:
Hewlett Packard Enterprise and Nvidia Introduce New Enterprise AI Solutions
HPE and Nvidia announced new enterprise AI solutions to accelerate time to value for generative, agentic, and physical AI. The collaboration includes enhanced performance, security, and power efficiency for AI model training, tuning, and inferencing .
Source:
S&P 500 Declines as Tech Selloff Resumes
The S&P 500 dropped 1.1% on Tuesday, led by a decline in tech stocks. Tesla fell 5.3% amid concerns about its self-driving technology and competition, while Alphabet sank 2.2% after announcing a $32 billion acquisition of cybersecurity firm Wiz .
Source:
10:02 p.m.
March 18, 2025
Nvidia Unveils New AI Chips and Robotics Platforms at GTC 2025
Nvidia CEO Jensen Huang announced new Blackwell Ultra and Rubin AI chips, as well as robotics platforms like Isaac GR00T N1 and Newton, at the company's GTC 2025 conference. Huang emphasized AI's progression to 'physical AI' and robotics, predicting $1 trillion in data center infrastructure revenue by 2028 . Despite the announcements, Nvidia's stock fell over 3% .
Source:
CONGRESS TRADE
$FLL
10:02 p.m.
March 18, 2025
Rep. Susie Lee sells $15K-$50K in Full House Resorts Inc. shares.
Rep. Susie Lee, representing NV03, continues sales in Full House Resorts Inc. stock.
Rep. Susie Lee disclosed multiple sales of Full House Resorts Inc. (FLL) shares, valued between $15,001 and $50,000 each, conducted on February 13, February 21, February 24, and March 12, 2025. This follows a pattern of selling FLL stock throughout early 2025, indicating a significant divestment from this asset following previous purchases in May 2022. This repeated action suggests an ongoing strategic adjustment of her portfolio.
Source:
Rep. Susie Lee sells up to $50K in FLL stock.
Rep. Susie Lee sells up to $50K in FLL stock, with no specific committee oversight mentioned for this sale.
Rep. Susie Lee sold between $15,001 and $50,000 in Full House Resorts Inc (FLL) stock on March 12, 2025. This is part of a series of recent sales in FLL, which she started on February 13, 2025, with similar transaction amounts. Historically, she also made purchases of FLL in 2022. Her trading activity in other stocks includes numerous sales across various sectors, but no noteworthy pattern of strategic reinvestment is evident in FLL specifically.
Source:
CONGRESS TRADE
$NVDA
10:02 p.m.
March 18, 2025
Cleo Fields sells $500K in NVDA stock.
Rep. Cleo Fields sells NVIDIA stock worth $500,001 to $1,000,000.
Rep. Cleo Fields executed a significant sale of NVIDIA stock, valued between $500,001 and $1,000,000, disclosed on March 17, 2025, for a transaction made on February 5, 2025. This is Fields' only disclosure of an NVIDIA transaction, indicating it is part of broader congressional activity in this stock, often involving smaller-scale trades predominantly below $50,000.
Source:
CONGRESS TRADE
$TSLA
10:01 p.m.
March 18, 2025
Rep. Gonzalez buys $50K-$100K in TSLA, adding to existing holdings
Rep. Vicente Gonzalez from TX15 purchased $50,001-$100,000 in Tesla stock on March 4, 2025.
Rep. Vicente Gonzalez made a significant purchase in Tesla stock worth between $50,001 and $100,000 on March 4, 2025. This was one of two purchases of Tesla stock disclosed on March 17, 2025. Gonzalez has a pattern of trading in Tesla, with previous purchases recorded in May 2022 and March 2025. Congress members, including Julie Johnson and Marjorie Taylor Greene, also actively traded Tesla stocks around the same period.
Source:
Rep. Vicente Gonzalez increases TSLA holdings by $65K-$150K.
Rep. Vicente Gonzalez (TX15) purchases $65K-$150K in Tesla Inc stock.
Rep. Vicente Gonzalez executed multiple purchases of TSLA on March 4, 2025, totaling between $65,001 and $150,000. This follows his prior purchase of TSLA in May 2022 valued between $100,001 and $250,000, indicating consistent interest in Tesla. There has been active trading of Tesla stocks among Congress members recently, with several purchases and sales by various members, showing continued Congressional interest in TSLA.
Source:
CONGRESS TRADE
$SQ
10:01 p.m.
March 18, 2025
Tony Wied purchases up to $250K in Block Inc (SQ) stock.
Tony Wied purchases up to $250K in Block Inc (SQ) but there's no known committee oversight relevance.
Tony Wied's recent trade involved purchasing $100,001 to $250,000 worth of Block Inc (SQ) stock, with no significant recent committee oversight noted for this stock. Wied's recent trading activity shows a pattern of both purchases and sales across different sectors. Congress trading in SQ includes multiple transactions with varying amounts, indicating active interest but no clear directional trade consensus in the recent past.
Source:
Rep. Wied buys up to $250K in MSFT
Rep. Wied purchases up to $250K in Microsoft stock.
Rep. Tony Wied disclosed a purchase of Microsoft stock valued between $100,001 and $250,000, made jointly. This transaction was part of a broader trading pattern where Wied was active in February 2025, with multiple sales and purchases across different stocks, including a purchase in Block Inc. and sales in Canadian National Railway, Tractor Supply, and others. The context of Microsoft's congressional trading environment includes diverse transaction types, involving both purchases and sales by other members like Josh Gottheimer and Jefferson Shreve within recent months.
Source:
Rep. Wied sells up to $250K in SCHW stock
Rep. Wied sells $100K-$250K in Charles Schwab Corp stock.
On February 28, 2025, Rep. Tony Wied sold up to $250,000 worth of Charles Schwab Corp stock. This transaction is part of a recent pattern of sales by Wied, including CNI and TSCO. Recent congressional activity in SCHW includes several sales by other members such as Josh Gottheimer and Morgan McGarvey, indicating a broader trend of divestment in the stock among Congress members.
Source:
Rep. Wied sells up to $100K in CNI stock.
Rep. Wied executes a sale of up to $100K in Canadian National Railway shares.
Rep. Tony Wied sold $50,001 to $100,000 of Canadian National Railway (CNI) stock. His transaction history shows a recent pattern of both buying and selling significant stock amounts, including purchases in Microsoft and Block Inc., alongside multiple sales, such as Schwab and Monster Beverage. Other congressional members, such as Jared Moskowitz, have also recently sold CNI stock, yet there's no singular trend regarding collective congressional interest in CNI.
Source:
Rep. Tony Wied sells up to $100K in TSCO stock.
Rep. Tony Wied sold up to $100K in TSCO stock.
Tony Wied conducted two sales of Tractor Supply Co (TSCO) stock totaling between $50,001 and $100,000 each on February 24 and February 28, 2025. This continues a pattern of selling activity in various stocks around the same period, while also purchasing stocks like Block Inc and Microsoft Corp. Within Congress, there have been other transactions in TSCO, primarily in smaller amounts, indicating varied interest among members.
Source:
Rep. Tony Wied sells $100K-$250K of MNST stock.
Rep. Tony Wied executed a large joint sale of Monster Beverage stock valued between $100,001 and $250,000.
Tony Wied's recent trading includes consistent sales, with multiple sales such as CNI, TSCO, and SCHW stocks, suggesting a pattern of downsizing or portfolio adjustment. Regarding MNST specifically, recent Congressional activity includes other small transactions by different members. No additional oversight context is available for Wied's role relative to MNST.
Source:
CONGRESS TRADE
$BITB
10:01 p.m.
March 18, 2025
Rep. Dave McCormick purchases $15,001-$50,000 in BITB.
Rep. Dave McCormick purchases $15,001-$50,000 in BITB amid frequent trading in BITB and other sectors.
Rep. Dave McCormick made a purchase between $15,001 and $50,000 in BITWISE BITCOIN ETF (BITB) on February 26, 2025. This follows a previous purchase of $50,001-$100,000 in BITB just a day earlier. McCormick's recent trading activity shows a focus on large purchases across various assets, including securities in the energy and fast food sectors, with significant transactions such as the sale of Rumble Inc. worth $1,000,001-$5,000,000. Multiple trades in BITB indicate a particular interest in the cryptocurrency-linked ETF.
Source:
Dave McCormick buys $50,001-$100,000 in BITB.
Dave McCormick made a $50,001-$100,000 purchase in BITB, continuing recent purchasing trend in the asset.
Dave McCormick recently purchased between $50,001 and $100,000 of BITWISE BITCOIN ETF (BITB) on February 25, 2025. This follows another purchase in the same asset category for $15,001-$50,000 on February 26, 2025. There is an established pattern of repeated investments in the BITB ETF in a short time span.
Source:
CONGRESS TRADE
$VAW
10:01 p.m.
March 18, 2025
Sen. Mullin sells $100K-$250K in VAW ETF.
Sen. Mullin makes a large sale in VAW ETF with no direct committee oversight noted.
Senator Markwayne Mullin disclosed a joint sale of Vanguard Materials ETF valued between $100,001 and $250,000. This transaction is part of a larger pattern of trading activity by Sen. Mullin, which includes both purchases and sales across various securities. The VAW sale does not coincide with specific congressional oversight or regulatory actions.
Source:
Sen. Mullin sells up to $250K in VAW ETF.
Sen. Mullin sells $100K-$250K in VAW ETF from joint account.
Sen. Markwayne Mullin disclosed a full sale of Vanguard Materials ETF (VAW) valued between $100,001 and $250,000 on February 28, 2025, with the transaction occurring on February 13, 2025. This transaction is part of recent trades, including other sales and purchases across various sectors. No further congressional trading in VAW by other members is indicated.
Source:
Sen. Mullin sells $50K-$100K in AMD stock.
Sen. Markwayne Mullin sells $50K-$100K in AMD stock.
Sen. Markwayne Mullin, representing Oklahoma, executed a full sale of his AMD stock valued between $50,001 and $100,000. His recent trading activity shows a pattern of active engagement, with both purchases and sales in various stocks. This particular sale marks a shift in his investment in AMD, considering his previous purchases of the stock in 2023 and early 2024. There has been other recent trading activity in AMD by Congress members, including sales by Sen. Tommy Tuberville and another member, Ashley Moody.
Source:
Intel (INTC) shares jumped 11% in premarket trading after naming Lip-Bu Tan as its new CEO. Tan, former CEO of Cadence Design Systems, takes over as Intel seeks to engineer a turnaround amid struggles in the chip industry.
Source:
NEWS
AI
5:01 p.m.
March 13, 2025
AI to Drive Massive Data Creation in Next Three Years
A report predicts that AI's growing popularity will lead to the creation of 552 zettabytes of data in 2024-2026 combined, more than ever before. This surge in data creation is expected to significantly increase water and electricity consumption by data centers.
Source:
5:01 p.m.
March 13, 2025
Palantir and Databricks Announce Strategic AI Partnership
Palantir (PLTR) and Databricks announced a strategic product partnership combining their AI platforms to accelerate AI application production and reduce costs. The integration aims to provide a unified, open, and scalable data architecture for enterprise customers.
Source:
CONGRESS TRADE
$TSLA
5:01 p.m.
March 13, 2025
Rep. Julie Johnson sells up to $50K in TSLA stock.
Rep. Julie Johnson sells up to $50K in TSLA stock.
Rep. Julie Johnson executed a sale of Tesla stock valued between $15,001 and $50,000. This transaction follows her pattern of joint ownership trades, including a mix of purchases and sales across various industries without a distinct focus on a single sector. Congress members have had a range of recent activities in TSLA, with both sales and purchases noted. Johnson's TSLA trade forms part of a broader trend of diverse transactions, reflecting her varied trading history.
Source:
EARNINGS CALL
$CIEN
5 p.m.
March 11, 2025
Ciena Q1 2025: Revenue $1.07B, EPS $0.64, gross margin 44.7%, strong cloud and service provider orders
Ciena reports Q1 2025 revenue $1.07B, EPS $0.64; strong momentum in cloud and service provider segments, orders up, gross margin at 44.7%
In Q1 2025, Ciena reported revenue of $1.07 billion, surpassing order expectations with a strong order flow, primarily driven by cloud providers, which comprised half of overall orders. Adjusted EPS reached $0.64, with an adjusted gross margin of 44.7%. Service provider revenue increased 14% year-over-year and accounted for 51% of total revenue, while cloud revenue represented 32%, highlighting demand in high-speed network builds, including AI driven projects. The company is experiencing a trend of improving demand dynamics across service providers and cloud customers, supported by strategic investments in high-speed connectivity and technologies like WaveLogic 6 Extreme and pluggables. "We've seen very solid order growth really around accelerating demand across multiple cloud players," said Gary Smith, CEO. Ciena's financial guidance for Q2 2025 includes revenue between $1.05 billion to $1.13 billion, with a gross margin in the low 40% range. For FY 2025, Ciena expects revenue growth towards the higher end of its 8% to 11% range.
Source:
1:02 p.m.
March 13, 2025
AWS Innovate Event Showcases Latest Generative AI and Data Innovations
AWS is hosting its Innovate event on March 14, 2025, featuring six learning tracks on generative AI and data technologies. The event will cover topics such as building and scaling with generative AI, using AI in the workplace, and building foundation models and LLMs .
Source:
NEWS
TECH
1:02 p.m.
March 13, 2025
CyberArk Research Highlights Vulnerabilities from Machine Identities and AI Adoption
CyberArk released a report showing that rapid growth of machine identities, AI adoption, and cloud-native innovations are leaving organizations more vulnerable to attacks. The research highlights substantial business impacts of not securing machine identities effectively .
Source:
NEWS
AI
1:02 p.m.
March 13, 2025
IOSCO Consults on AI Regulation in Capital Markets
The International Organisation of Securities Commissions (IOSCO) issued a consultation report on artificial intelligence in capital markets. The report aims to create a shared understanding of AI risks and challenges for investor protection, market integrity, and financial stability .
Source:
Short Seller Slams AI Stock BigBear.ai, Claims Misleading Announcements
Iceberg Research published a short report on BigBear.ai (BBAI), alleging the company made misleading announcements about contracts to boost its stock price. The report claims BigBear.ai is not 'the next Palantir' and faces an uncertain future .
Source:
CONGRESS TRADE
$UBS
1:01 p.m.
March 13, 2025
Rep. Mikie Sherrill sells $250K-$500K in UBS stock, continuing a pattern of UBS stock sales.
Rep. Mikie Sherrill sells $250K-$500K in UBS stock.
Rep. Mikie Sherrill disclosed a sale of UBS Group AG stock valued between $250,001 and $500,000. This is part of her established trading pattern, having previously engaged in numerous sales of UBS shares. Other Congress members have been involved in UBS transactions, including Rep. Ro Khanna and Rep. Katherine M. Clark, indicative of wider legislative interest or activity in UBS-related transactions.
Source:
INSIDER TRADE
$ADI
1:01 p.m.
March 13, 2025
ADI: ROCHE VINCENT S-Sale $664,699.31 total in 2 trades
Multiple trades executed today totaling 2 transactions
Details:
- S-Sale 1,294.0 shares at $211.351
- S-Sale 1,859.0 shares at $210.4417
Source:
NEWS
TECH
9:03 a.m.
March 13, 2025
China Accelerates Development of Autonomous and Intelligent Connected Vehicles
China is ramping up efforts to advance the mass production and commercialization of self-driving vehicles. Xpeng Motors plans to roll out Level 3 autonomous driving capabilities in the second half of 2025, with aims to explore Level 4 capabilities by 2026 . This development underscores China's push to lead in AI-driven automotive technology.
Source:
NEWS
AI
9:03 a.m.
March 13, 2025
Epic Unveils New AI Tools to Improve EHR Systems
Epic, the largest EHR vendor in the US, announced new AI capabilities for its EHR system at the 2025 HIMSS conference. The company is developing conversational AI agents to help patients prepare for medical appointments and create data-driven insights . This move highlights the growing adoption of AI in healthcare systems.
Source:
9:03 a.m.
March 13, 2025
Thomson Reuters Expands AI-Powered CoCounsel to Five New Markets
Thomson Reuters has announced the internationalization of its next-generation CoCounsel, a professional-grade GenAI assistant, to five new markets including Australia, New Zealand, Hong Kong, Japan, Southeast Asia, and the UAE. The AI tool is now integrated across flagship solutions like Westlaw Precision, Practical Law, and ONESOURCE .
Source:
Tesla and Palantir Lead Tech Stock Rally Amid Encouraging Inflation Data
Tesla shares jumped 7.6%, leading the S&P 500, while Palantir stock rose 7.2% after revealing new customers. The tech sector rally was fueled by softer-than-expected February US inflation data, boosting investor confidence . Micron Technology and Nvidia also saw significant gains, with their shares advancing 7.4% and 6.4% respectively.
Source:
9:03 a.m.
March 13, 2025
Apple Releases Emergency Security Updates for iOS, iPadOS, and macOS
Apple has issued urgent security updates for iOS 18, iPadOS 18, and macOS Sequoia to address a critical WebKit vulnerability actively exploited by hackers. The flaw allowed malicious web content to bypass security protections, potentially giving attackers unauthorized access to users' systems . This is Apple's third major security patch this year, highlighting the increasing sophistication of cyberattacks against Apple devices.
Source:
CONGRESS TRADE
$F
9:02 a.m.
March 13, 2025
Rep. Tim Moore purchases $50K-$100K in Ford stock.
Rep. Tim Moore purchases $50K-$100K in Ford stock; consistent buyer in recent months.
Rep. Tim Moore has been actively trading Ford Motor Co stock, with recent transactions spanning January to February 2025, including multiple purchases in the $15K-$100K range and a sale. This pattern suggests a strategic interest in Ford, as Moore repeatedly buys and sells within short timeframes, contrasting other congressional members with smaller or less frequent trades in Ford.
Source:
Tim Moore sells $100K-$250K in Harley-Davidson stock.
Tim Moore sells $100K-$250K in Harley-Davidson stock; recent purchasing pattern suggests active trading behavior.
Tim Moore executed a sale of Harley-Davidson stock valued between $100,001 and $250,000 on February 10, 2025. His trading history includes multiple purchases and sales of Harley-Davidson shares within the same period, indicating active trading behavior in this asset. Moore's transactions in Harley-Davidson are part of a broader pattern of frequent trades across various stocks, with no committee assignment mentioned that would oversee the auto industry.
Source:
Rep. Tim Moore purchases $15K-$50K in Ford stock.
Rep. Tim Moore purchased Ford stock, continuing a pattern of frequent trading in the company.
Rep. Tim Moore from NC14 purchased Ford stock valued between $15,001 and $50,000 on February 6, 2025. He has been actively trading Ford stock, with both purchases and sales happening in recent months, including larger transactions exceeding $50,000. His activity shows multiple transactions in February 2025 alone, indicating a high level of engagement with this stock.
Source:
CONGRESS TRADE
$BITW
9:02 a.m.
March 13, 2025
Dave McCormick buys up to $15K in BITW.
Dave McCormick purchases BITW with an investment range of $1,001 to $15,000.
Dave McCormick has recently purchased BITW, adding to his extensive trading activities. His trading pattern demonstrates interest in various sectors, having engaged in multiple purchases including larger transactions in Occidental Petroleum Corp and Ares Capital Corporation, among others. No recent Congressional trades in BITW are noted, indicating limited activity in this stock among his peers.
Source:
Dave McCormick buys $15,001 - $50,000 in BITB ETF.
Dave McCormick purchases $15,001 - $50,000 in BITB ETF, adding to his previous investment in the digital asset sector.
Dave McCormick purchased between $15,001 and $50,000 worth of BITWISE BITCOIN ETF shares on February 26, 2025. This follows a prior purchase of $50,001 to $100,000 in the same ETF a day earlier, signaling a pattern of investment in the digital asset sector. Additionally, other trades by McCormick include significant purchases in petroleum, capital, and food industries, indicating a diversified investment approach.
Source:
Dave McCormick buys up to $50K in BITB, a Bitcoin ETF, continuing interest in cryptocurrency investments.
Dave McCormick purchases up to $50K in BITB, a Bitcoin ETF.
Dave McCormick purchased $15,001 to $50,000 in BITB (Bitwise Bitcoin ETF), continuing a larger pattern of recent investments in the cryptocurrency sector, having also purchased up to $100,000 two days earlier. These transactions are consistent with his pattern of active recent trades in various sectors, including large investments in energy and finance companies.
Source:
Dave McCormick purchases $50K-$100K BITB shares in multiple recent trades.
Dave McCormick made multiple purchases of BITB shares totaling $50K-$100K in recent trades.
Dave McCormick executed multiple transactions involving BITW Bitcoin ETF (BITB) on February 25 and 26, 2025, each with a purchase amount of $50,001 to $100,000. This pattern indicates a consistent interest in BITB by McCormick within a short time frame.
Source:
9:01 a.m.
March 13, 2025
AVGO Q1 2025: Revenue $14.92B (+25% YoY), driven by demand for AI networking solutions and VMware Cloud Foundation, with a 47% increase in infrastructure software revenue.
Demand for AI networking and the VMware Cloud Foundation significantly boosted revenue, but the company is affected by customer concentration and global economic risks. The VMware acquisition has bolstered the infrastructure software segment.
In Q1 2025, Broadcom reported a total net revenue of $14.92 billion, a 25% rise from the previous year. The semiconductor solutions segment grew by 11%, driven by demand for AI networking products, while infrastructure software revenues surged by 47%, predominantly due to VMware Cloud Foundation and a switch to subscription licenses. Broadcom completed its acquisition of VMware in November 2023, enhancing growth in its infrastructure software sector. Despite reduced research and development expenses by 2% due to lower headcount, Broadcom generated $6,113 million in cash from operations and paid $2,774 million in cash dividends. The company faces risk from high customer concentration and ongoing legal proceedings over VMware's backlog. Broadcom has a solid liquidity position, with $9,307 million in cash and a $7.5 billion revolving credit facility to sustain operations over the coming year.
Source:
EARNINGS CALL
$ADBE
9 a.m.
March 12, 2025
ADBE Q1 2025: Record revenue $5.71B (+11% YoY), non-GAAP EPS $5.08, Digital Media $4.23B (+12% YoY), AI solutions $125M ARR expected to double.
Adobe reported Q1 FY2025 revenue of $5.71B, growing 11% YoY; non-GAAP EPS $5.08 up 13% YoY, led by strong performances across Digital Media and Experience segments.
Adobe achieved a record $5.71 billion in revenue for Q1 FY2025, marking an 11% increase year-over-year. This growth was driven by notable gains in both the Digital Media and Digital Experience segments. Notably, Digital Media revenue rose to $4.23 billion, reflecting a 12% increase compared to the previous year, supported by expansion in both Creative Cloud and Document Cloud offerings. The Digital Experience segment benefited from robust demand, contributing $1.41 billion in revenue with a subscription revenue growth of 11%. Adobe's business professionals and consumers group saw substantial growth of 15%, while creative and marketing professional segment grew 10%. Adobe's AI-driven innovations, such as the Acrobat AI Assistant and the Firefly app, recorded a total book of business of over $125 million, expected to double by fiscal year's end. Shantanu Narayen, CEO, highlighted advancements in AI and subscription models as key factors for future growth: "The whole idea was to start to tee it up, and then again at the FA meeting, to continue to expand on how that is." Adobe reaffirmed its fiscal 2025 targets, underlining belief in sustained digital transformation demand across industries.
Source:
10:04 p.m.
March 12, 2025
Nearly Half of Executives Trust AI Over Themselves, SAP Survey Finds
A new SAP-sponsored survey reveals that 44% of C-suite executives would override their own decisions based on AI insights. Additionally, 38% would trust AI to make business decisions on their behalf, highlighting the growing influence of AI in executive decision-making .
Source:
NEWS
AI
10:04 p.m.
March 12, 2025
CoreWeave to Acquire Weights & Biases for $1.7 Billion
CoreWeave, a cloud-based AI infrastructure company, has reached an agreement to acquire Weights & Biases for $1.7 billion. The acquisition aims to expand CoreWeave's AI capabilities by integrating Weights & Biases' tools for experiment tracking and model optimization .
Source:
INSIDER TRADE
$ADI
10:03 p.m.
March 12, 2025
ADI CEO Vincent Roche sells $566K in stock.
CEO Vincent Roche has been actively selling shares, with multiple transactions in March 2025.
Vincent Roche, CEO of ADI, sold 2,704 shares at $209.53 each, totaling $566,556.14. This transaction is part of a series of sales on March 11, 2025, where Roche sold a total of 10,000 shares at varying prices. In the current quarter, ADI insiders have disposed of 72,278.88 shares across 10 transactions, while acquiring 32,474 shares in 6 transactions, indicating a trend of more disposals than acquisitions.
Source:
NEWS
AI
5:05 p.m.
March 12, 2025
Agentic AI Expected to Transform Enterprise Software by 2028
Gartner predicts that by 2028, 33% of enterprise software applications will include agentic AI, up from less than 1% in 2024. This shift is expected to enable 15% of day-to-day work decisions to be made autonomously.
Source:
NEWS
AI
5:05 p.m.
March 12, 2025
Ambiq Wins Artificial Intelligence Award at Embedded World 2025
Ambiq has won the 2025 Embedded World Award in the Artificial Intelligence category for its heartKIT AI Development Kit. The kit enables developers to create personalized, real-time heart-monitoring applications on battery-powered devices.
Source:
Meta Testing In-House AI Chip to Reduce Reliance on Nvidia
Meta is reportedly testing its first in-house chip for training AI models, aiming to reduce dependence on Nvidia. The chip is part of Meta's MTIA series, manufactured by TSMC, and optimized for AI tasks.
Source:
CONGRESS TRADE
$F
5:04 p.m.
March 12, 2025
Rep. Tim Moore sells $50K-$100K of Ford stock.
Rep. Tim Moore sells $50K-$100K of Ford (F) stock, continuing his frequent trading in the automotive sector.
Rep. Tim Moore has been actively trading Ford stock recently, with both purchases and sales in February. This sale of $50,001-$100,000 follows several transactions in January and February, indicating an ongoing engagement with Ford. His trade pattern shows multiple transactions within a short time frame, reflecting active management of his holdings in the automotive sector.
Source:
Rep. Tim Moore purchases up to $100K in TNA ETF.
Rep. Tim Moore makes multiple purchases in TNA ETF totaling up to $200K in recent days.
Rep. Tim Moore executed several transactions involving the DIREXION DAILY SMALL CAP BULL 3X ETF (TNA) between February 24 and February 28, 2025, with a cumulative purchase range of $130,004 - $300,000. This follows his frequent trading pattern in TNA, characterized by multiple purchases throughout January and February 2025.
Source:
Rep. Tim Moore purchases $100K-$250K in Harley-Davidson (HOG).
Rep. Tim Moore purchases $100K-$250K in Harley-Davidson stock, with previous trading in the same stock.
Rep. Tim Moore made a significant purchase of Harley-Davidson Inc (HOG) stock valued between $100,001 and $250,000. This is part of a pattern of trading in Harley-Davidson, with recent transactions including both purchases and sales in the $50,001 - $250,000 range. Moore's trading history shows an active engagement in various stocks including HOG, F, and TNA, indicating a diverse portfolio approach.
Source:
Tim Moore sells $100K-$250K in SMCYY.
Rep. Tim Moore sells $100K-$250K in SimCorp A/S (SMCYY).
Tim Moore executed a sale of SimCorp A/S stocks valued between $100,001 and $250,000. This transaction follows a recent purchase of the same stock on February 4, 2025, valued between $15,001 and $50,000, indicating a swift turnaround. Moore has recently engaged in multiple trades across various stocks, showcasing a pattern of active trading within the same period.
Source:
Rep. Moore purchases $50K-$100K in TNA ETF.
Rep. Tim Moore purchases $50,001 - $100,000 in TNA ETF (Direxion Daily Small Cap Bull 3X ETF).
Rep. Tim Moore has actively traded TNA (Direxion Daily Small Cap Bull 3X ETF) throughout early 2025, demonstrating a pattern of both frequent buying and selling. His trades in February 2025 alone include multiple purchases totaling in the range of $130,002 - $200,000. Previous trading sessions in January 2025 also show a mix of substantial purchases and sales in TNA, with transaction amounts ranging from $15,001 to $500,000.
Source:
Tim Moore sells $100K-$250K in Harley-Davidson (HOG) stock.
Rep. Tim Moore sells $100K-$250K in Harley-Davidson stock; frequent trader in HOG, but oversight context not provided.
Rep. Tim Moore sold between $100,001 and $250,000 in Harley-Davidson (HOG) stock. His recent trades indicate he actively trades in HOG, showing both purchases and sales in significant amounts over the past months. Moore's trading activity in HOG is substantial compared to other Congress members, positioning him as a frequent trader of this stock.
Source:
INSIDER TRADE
$BR
5:04 p.m.
March 12, 2025
BR: Gokey Timothy C S-Sale $19,561,933.25 total in 2 trades
Multiple trades executed today totaling 2 transactions
Details:
- S-Sale 34,101.0 shares at $235.8952
- S-Sale 48,974.0 shares at $235.1793
Source:
EARNINGS CALL
$ORCL
5 p.m.
March 10, 2025
ORCL Q3 2025: Revenue $14.1B up 8%, EPS $1.47, Cloud bookings peak with 63% YoY RPO growth.
Oracle saw robust demand across all segments, particularly in cloud infrastructure, accelerating the movement of databases to the cloud.
Oracle reported Q3 2025 revenue of $14.1B, an 8% YoY increase, with robust growth in cloud services. SaaS and IaaS revenue reached $6.2B, up 25%, driven by a 63% YoY increase in RPO to $130B. Infrastructure subscription revenues were $6.2B, up 18%. Non-GAAP EPS rose 4% to $1.47, with GAAP EPS at $1.02, up 20%. Quarterly operating income grew 9%, with an operating margin of 44%. High demand for AI capabilities contributed to a record quarter for cloud bookings, with significant multipliers in GPU consumption and cloud database services. Anticipated easing of component delays is expected to accelerate cloud revenue growth. "Our Gen 2 cloud is faster and therefore, cheaper than our competitors," said Safra Catz.
Source:
EARNINGS CALL
$SFIX
5 p.m.
March 11, 2025
SFIX Q2 2025: Revenue $312.1M, EBITDA $15.9M, raises FY guidance, men's and Freestyle channels growing
Stitch Fix surpassed Q2 expectations with $312.1M revenue and raised annual guidance amid momentum in men's and freestyle channels.
Stitch Fix exceeded Q2 expectations with revenue of $312.1 million, a YoY decline of 5.5% but showing a sequential improvement due to several strategic advancements including enhanced inventory management and expansion of product offerings. Adjusted EBITDA reached $15.9 million, showing progress in operational efficiency. Notable areas of growth included a 710 basis point improvement in revenue comps YoY, and a contribution margin of 33% for the fourth consecutive quarter above 30%. The men's category and the Freestyle channel returned to YoY revenue growth, attributed to targeted product assortment and segmentation. The active client count decreased by 16% YoY to 2.4 million, but the firm is focused on driving engagement and eventual client growth. "February and March have also shown business strength, supported by our recent initiatives," noted CEO Matt Baer.
Source:
NEWS
MARKET
1:06 p.m.
March 12, 2025
Trump's New Tariffs Spark Market Concerns
President Trump's announcement of doubling tariffs on Canadian steel and aluminum has led to market volatility. The U.S. stock market fell following Trump's social media post, triggering concerns after a selloff on Monday. This development has increased anxiety about a potential recession.
Source:
NEWS
TECH
1:06 p.m.
March 12, 2025
Niantic Sells Pokémon GO to Scopely, Spins Off Geospatial AI Business
Niantic has agreed to sell Pokémon GO and other games to Scopely for $3.5 billion. The company is also spinning off its geospatial AI business into a new company, Niantic Spatial Inc., with $250 million in funding. This move allows Niantic to focus on developing its pioneering geospatial AI technology.
Source:
1:06 p.m.
March 12, 2025
Google Releases New AI Model Capable of Running on a Single GPU
Google has introduced Gemma 3, a new series of AI models designed to run on a single GPU. The models claim to outperform competitors like Llama-405B and DeepSeek-V3, supporting over 35 languages and offering a 128k-token context window. This development could make advanced AI more accessible and efficient.
Source:
CONGRESS TRADE
$BITB
1:06 p.m.
March 12, 2025
Dave McCormick purchases $50K-$100K in BITB.
Dave McCormick made a $50K-$100K purchase in BITB, continuing his pattern of significant buy activity in this ETF.
Dave McCormick's recent trade involves purchasing between $50,001 and $100,000 in BITWISE BITCOIN ETF (BITB) on February 25, 2025. This follows a previous purchase in BITB totaling $15,001 to $50,000 on February 26, 2025, suggesting a focused interest in this ETF. Other recent trades include substantial acquisitions in diverse sectors such as energy (Occidental Petroleum) and consumer goods (McDonald's Corp).
Source:
INSIDER TRADE
$AEVA
1:05 p.m.
March 12, 2025
Aeva's CTO Rezk Mina sells $195,349 in stock.
Rezk Mina has consistently sold shares, with recent sales totaling 70,000 shares at $2.79 each.
Rezk Mina, a director and Chief Technology Officer at Aeva, sold 70,000 shares at $2.7907 per share, totaling $195,349. This transaction is part of a pattern, as Mina has been regularly selling shares, with previous sales in November and August 2024. In the current quarter, Aeva insiders have disposed of 130,282 shares across four transactions, with no acquisitions reported.
Source:
NEWS
AI
9:02 a.m.
March 12, 2025
OpenAI Community Discusses Future of AI-Human Engagement
The OpenAI community is exploring the concept of 'The Echo Bond™', a new standard for adaptive intelligence that focuses on AI-human resonance. This discussion reflects ongoing efforts to improve AI-human interaction and connection.
Source:
9:02 a.m.
March 12, 2025
SES AI Corporation Announces March 2025 Event Calendar
SES AI Corporation, a leader in AI-enhanced high-performance Li-Metal and Li-ion batteries, has announced its schedule for March appearances and activities. The company's CEO, Dr. Qichao Hu, will participate in several conferences and events, including presentations on AI-accelerated materials discovery for next-generation lithium metal batteries.
Source:
NEWS
AI
9:02 a.m.
March 12, 2025
Researchers Raise Concerns Over AI Data Privacy
A study by researchers at the University of Washington has highlighted growing concerns over data integrity and privacy in generative artificial intelligence. The research found that AI models like ChatGPT and GPT-4 were more likely to disclose private information in scenarios where humans would know to keep secrets, displaying a lack of human-like reasoning.
Source:
NEWS
AI
9:02 a.m.
March 12, 2025
University of Michigan Launches AI Research Hub
The University of Michigan is launching a new hub for artificial intelligence research and collaboration called AI Institutes at Michigan (AIIM). The initiative aims to strengthen the university's role in AI and improve coordination among researchers and external partners. AIIM is expected to launch in April and will bring together experts from multiple disciplines.
Source:
Meta Tests In-House AI Chip to Reduce Nvidia Dependence
Meta has begun testing its first custom AI training chip, aiming to cut infrastructure costs and reduce reliance on Nvidia. The company is working with TSMC to produce the chip, which is designed for AI training tasks. Meta projects expenses between $114 billion and $119 billion for 2025, with up to $65 billion allocated to AI infrastructure.
Source:
INSIDER TRADE
$ABCL
9:02 a.m.
March 12, 2025
Thermopylae Holdings Ltd. purchases $742K in ABCL stock.
Thermopylae Holdings Ltd. recently acquired 343,631 shares, marking a shift from previous sales.
Thermopylae Holdings Ltd., a 10 percent owner, purchased 343,631 shares of ABCL at $2.16 per share, totaling $742,242.96. This acquisition contrasts with their previous sale of 5,598,420 shares at $24.03 in June 2021. In the current quarter, ABCL has seen 7 acquisition transactions with no disposals, totaling 6,174,860 shares acquired.
Source:
9:01 a.m.
March 12, 2025
The 10-K filing contains undisclosed key information that could not be retrieved.
The document upload may have failed, prompting the need for a second attempt.
The analysis indicates a challenge in accessing details due to issues with document availability or upload, confirming that necessary retrieval of specifics from the RDW filing was unsuccessful.
Source:
9:01 a.m.
March 12, 2025
RDW-WT 2024: Revenue $304.1M (+25% YoY), Net loss increased by $87M, Hera Systems acquisition completed.
Redwire Corporation reported a 25% increase in revenue for 2024, reaching $304.1 million, but faced a significant net loss increase of $87 million. The company completed the acquisition of Hera Systems, expanding its capabilities in spacecraft development. Despite revenue growth, challenges such as increased net losses and a decrease in contracted backlog were noted.
In 2024, Redwire Corporation experienced a 25% increase in revenue, totaling $304.1 million, driven by growth in national security and commercial sectors. However, the company faced a substantial net loss increase of $87 million, influenced by unfavorable changes in estimated costs at completion (EAC) and a $52 million non-cash loss related to private warrants. The acquisition of Hera Systems marked a strategic expansion into spacecraft development, aligning with Redwire's focus on national security missions. Despite these advancements, the contracted backlog decreased to $296.7 million from $372.8 million in 2023, reflecting challenges in converting backlog into revenue. The company also highlighted risks related to government contracts, supply chain dependencies, and the evolving competitive landscape in the space infrastructure industry.
Source:
Delta Airlines Cuts Profit Outlook, Impacting Airline Stocks
Delta Air Lines shares tumbled after cutting profit expectations, affecting other airline stocks. The news hit peers United Airlines Holdings Inc. and American Airlines Group Inc., and also weighed on European airlines . This development suggests potential challenges in the airline industry.
Source:
10:07 p.m.
March 11, 2025
Supermicro Introduces New Edge AI Servers
Supermicro has launched a range of new compact servers optimized for edge and embedded AI workloads. The systems are based on the latest Intel Xeon 6 SoC processor family and designed to run high-performance Edge AI solutions . Supermicro's new offerings aim to meet the growing demand for real-time AI processing at the edge.
Source:
NEWS
AI
10:07 p.m.
March 11, 2025
Axelera AI Receives €61.6M for AI Chiplet Development
Axelera AI has received €61.6 million in funding to develop Titania, a high-performance AI inference chiplet. The financing is part of the Digital Autonomy with RISC-V for Europe (DARE) project . Axelera AI aims to deploy Titania chiplets in a system-in-package by 2028.
Source:
NEWS
AI
10:07 p.m.
March 11, 2025
OpenAI Launches New Tools for Building AI Agents
OpenAI released a new set of APIs and tools to help developers build, deploy and scale AI agents. The offerings include a new Responses API, built-in tools like web search, an Agents SDK for orchestrating workflows, and integrated observability tools . This move aims to streamline agent development as OpenAI believes AI agents will become integral to the workforce across industries.
Source:
CONGRESS TRADE
$UBS
10:07 p.m.
March 11, 2025
Rep. Sherrill partially sells UBS shares worth $250K-$500K.
Rep. Mikie Sherrill (NJ11) partially sold UBS Group AG shares valued between $250,001 and $500,000.
Rep. Mikie Sherrill disclosed a partial sale of UBS Group AG shares worth between $250,001 and $500,000, continuing a pattern of selling the same asset frequently over previous years. This transaction contributes to her recurring trading activity in UBS, with previous sales recorded in May 2024, March 2023, and several other occasions dating back to 2020. Rep. Sherrill's trading in UBS highlights a consistent divestment strategy in the stock.
Source:
INSIDER TRADE
$AFL
10:06 p.m.
March 11, 2025
AFL: LAKE CHARLES D II S-Sale $5,431,135.95 total in 3 trades
Multiple trades executed today totaling 3 transactions
Details:
- S-Sale 11,539.0 shares at $106.61
- S-Sale 15,863.0 shares at $107.62
- S-Sale 23,170.0 shares at $107.63
Source:
INSIDER TRADE
$AFL
10:05 p.m.
March 11, 2025
AFL officer Koide Masatoshi sells $2.36M in stock.
Koide Masatoshi has been actively selling shares, with recent sales totaling over 50,000 shares.
Koide Masatoshi, President and Representative Director at AFL, sold 21,903 shares at $107.63 each, totaling $2,357,419.89. This transaction follows a pattern of sales, with previous transactions on March 7 and February 16, 2025, where he sold 30,493 shares at $79.91. In the current quarter, AFL has seen 11 acquired and 11 disposed transactions, with 545,540 shares acquired and 285,229 shares disposed.
Source:
INSIDER TRADE
$ACVA
10:05 p.m.
March 11, 2025
ACVA: Chamoun George M-Exempt $77,000.00 total in 2 trades
Multiple trades executed today totaling 2 transactions
Details:
- M-Exempt 300,000.0 shares at $0.14
- M-Exempt 250,000.0 shares at $0.14
Source:
EARNINGS CALL
$AVGO
10 p.m.
March 6, 2025
"Broadcom Q1 2025: Record revenue of $14.9B, AI revenue up 77%, software revenue grows 47% "
"Broadcom Q1 2025: Record revenue of $14.9B, AI revenue up 77%, software revenue grows 47% "
Broadcom reported Q1 2025 revenue of $14.9 billion, up 25% year-over-year, with AI semiconductor revenue notably increasing by 77% to $4.1 billion. The semiconductor segment overall contributed $8.2 billion, benefitting from aggressive hyperscale investments in AI models. Infrastructure software revenue increased 47% year-over-year to $6.7 billion, driven by VMware integration and transitions to full subscription models. For Q2, they anticipate revenue of $14.9 billion. CEO Hock Tan confirmed ongoing R&D investment for AI system scaling, targeting a long-term $60-$90 billion serviceable market in 2027. "Since our last earnings call, two additional hyperscalers have selected Broadcom to develop custom accelerators," stated Hock Tan, President and CEO.
Source:
NEWS
TECH
5:01 p.m.
March 11, 2025
Brightspeed Modernizes Network with Calix Innovation
Brightspeed, the third-largest fiber broadband builder in the US, has announced rapid infrastructure and technology innovation rollouts powered by the Calix Broadband Platform . The company is launching multi-gig-speed service and SmartBiz solutions, enabling secure and agile experiences for homes and businesses. Brightspeed's multi-billion-dollar investment has already provided access to ultrafast connectivity to 1.82 million locations across 20 states .
Source:
NEWS
AI
5:01 p.m.
March 11, 2025
Norm Ai Raises $48 Million for Regulatory AI Agents
Regulatory AI agent company Norm Ai has raised an additional $48 million in funding, bringing its total funding to $87 million . The company will use the new funding to accelerate the development of its AI-powered legal and compliance automation solutions. Former SEC Commissioner Troy Paredes has joined Norm Ai as senior policy advisor and head of capital market strategy .
Source:
5:01 p.m.
March 11, 2025
Apple Delays Major Siri AI Upgrade to 2026
Apple has reportedly postponed significant AI improvements to Siri until 2026, despite previously announcing these enhancements for this year . The delay highlights Apple's challenges in keeping pace with AI advancements from competitors. Apple (AAPL) is also planning its most significant upgrade to Mac and iPhone operating systems in years, aiming to make them simpler to navigate and more consistent across devices .
Source:
INSIDER TRADE
$CHD
5:01 p.m.
March 11, 2025
CHD EVP Patrick De Maynadier sells $6.32M in stock.
Patrick De Maynadier has consistently sold shares, with a recent sale of 54,510 shares at $115.98 each.
Patrick De Maynadier, EVP, General Counsel & Secretary at CHD, sold 54,510 shares at $115.9762 per share, totaling $6,321,862.66. This transaction leaves him with 10,497.184 shares. In the past, De Maynadier has regularly disposed of shares, with previous sales including 45,120 shares in November 2024 and 54,654 shares in June 2024. The current quarter shows no acquired or disposed transactions, indicating a pause in trading activity.
Source:
NEWS
AI
1:03 p.m.
March 11, 2025
AI Startups Expand Operations in India
AI startups are following major tech corporations into India, betting on the country's deep AI engineering talent pool. Fleet management startup Motive Technologies plans to more than double its India headcount, hiring over 300 people for AI, product, and engineering teams in Bangalore . Other AI unicorns like Abbyy Software, Glean Technologies, and Cognite AS are also expanding their presence in India.
Source:
NEWS
AI
1:03 p.m.
March 11, 2025
AlphaSense and Cerebras Partner for AI-Driven Market Intelligence
AlphaSense, an AI-powered market intelligence platform, partnered with Cerebras Systems to enhance its AI-driven research tools. The collaboration integrates Cerebras' WSE-3 (Wafer-Scale Engine) and Llama models, enabling AlphaSense to deliver intelligent insights up to 10x faster . This partnership aims to revolutionize how enterprises access, analyze, and act on critical market data.
Source:
1:03 p.m.
March 11, 2025
Microsoft Expands AI Pinnacle Program in Singapore
Microsoft announced new collaborations with public and private sectors in Singapore to scale AI adoption. The expanded AI Pinnacle Program includes partnerships with industry leaders like CapitaLand, Singtel, and SATS to develop sector-specific AI solutions . Microsoft also signed an MoU with A*STAR to develop a multimodal AI model for local context and languages.
Source:
CONGRESS TRADE
$BITB
1:03 p.m.
March 11, 2025
Dave McCormick buys $50K-$100K in Bitwise Bitcoin ETF.
Dave McCormick purchases $50K-$100K in Bitwise Bitcoin ETF.
Dave McCormick has made multiple transactions in BITB, including a recent purchase between $50,001 and $100,000. This follows a pattern of accumulating positions in the Bitwise Bitcoin ETF, as he made similar purchases on consecutive days in late February 2025. The recent trading history shows continued interest in cryptocurrency-related assets.
Source:
Dave McCormick buys up to $50K in BITB ETF.
Dave McCormick purchases BITB ETF amid multiple buys in the asset.
Dave McCormick has recently purchased BITB, investing $15,001 to $50,000 in the Bitwise Bitcoin ETF on 2025-02-26, following a larger purchase between $50,001 and $100,000 the previous day. This pattern shows an interest in this specific asset, continuing a trend of diverse personal investments.
Source:
1:01 p.m.
March 11, 2025
CRDO Q1: Revenue $135M (+154% YoY), product sales growth, customer concentration remains high.
Credo Technology Group's revenue significantly increased due to a 223.6% rise in product sales. The company relies heavily on a few key customers, with one accounting for 84% of revenue. Investments in R&D and customer expansion are ongoing to mitigate this risk.
Credo Technology Group reported total revenue of $135 million this quarter, a 154% year-over-year increase fueled mainly by rising product sales, especially to a major customer contributing 84% of revenue. The gross margin slightly improved to 63.6% due to economies of scale and a favorable product mix. The reliance on a small number of customers poses a risk, as customer A's contribution is significant. To address this, Credo is diversifying its customer base and increasing R&D investments by 49.6% to support new product development. The company has a strong cash position of $299.2 million, ensuring the continuation of growth initiatives. Credo's investments in technology and market expansion position it well for future growth.
Source:
EARNINGS CALL
$IDT
1:01 p.m.
March 6, 2025
IDT Q2 2025: Record adjusted EBITDA $34M, NRS recurring revenue growth 32%.
IDT Q2 2025: Strong NRS, Boss Money performance, adjusted EBITDA up 55% YoY.
In Q2 2025, IDT reported strong performances across its segments with NRS and BOSS Money delivering solid growth. Adjusted EBITDA increased by 55% year-over-year to a record $34 million, with significant contributions from the traditional communications segment reaching over $20 million in EBITDA. NRS achieved 32% recurring revenue growth, while BOSS Money's transaction volume reached an all-time high of 5.7 million, with digital transactions making up over 80% of remittances. Despite foreign exchange challenges, net2phone subscription revenue grew by 9% to $21 million. Operating cash flow was impacted by the need to pre-fund BOSS Money's operations, but expectations for Q3 remain positive. IDT increased its quarterly dividend by 20% and stepped up its stock repurchase, reflecting a strong financial position and positive outlook. CEO Shmuel Jonas noted, "IDT had a strong second quarter led by NRS and BOSS Money, and supported by robust results from our traditional communications segment."
Source:
EARNINGS CALL
$DOMO
1:01 p.m.
March 6, 2025
DOMO Q4 2025: Revenue $78.8M, Billings $102.6M, Subscription RPO up 38%, Positive cash flow
Domo's Q4 2025 results exceeded expectations with $78.8M revenue, 102.6M in billings, and solid subscription RPO growth.
Domo reported fourth-quarter revenue of $78.8 million, exceeding guidance and with subscription revenue constituting 91% of the total. The company noted a 102.6 million increase in Q4 billings. Subscription RPO saw significant improvement, reaching $403.6 million, a 14% year-over-year increase, while long-term subscription RPO grew 38%. Gross retention was 85%, and consumption customers showed gross retention of over 90% and net retention over 100%. Adjusted free cash flow was positive at 6 million. CEO Josh James emphasized the shift to a consumption model, partnerships with CDWs like Snowflake and Databricks, and integration of AI capabilities as key growth drivers. CFO Todd Crane highlighted continued cash generation and improved sales rep productivity. For FY 2026, Domo expects revenue of $310-318 million, targeting generally consistent cash flow positivity and growth acceleration.
Source:
EARNINGS CALL
$IOT
1:01 p.m.
March 6, 2025
IOT Q4 2025: Revenue $346M, 36% adjusted growth, ARR $1.46B, large customer expansions strong
Samsara reported $346M revenue for Q4 2025, with 36% adjusted growth; ARR was $1.46B, up 33%. Large customer base expanded, driving growth.
Samsara reported a Q4 2025 revenue of $346 million, marking a 25% increase year-over-year, with an adjusted growth rate of 36%. Its annual recurring revenue (ARR) reached $1.46 billion, reflecting a 33% growth adjusted for constant currency. The company added a record 203 new customers with +$100,000 ARR, highlighting strong large enterprise momentum. They also grew $1 million+ ARR customers to 118, showing a 44% increase. Gross margin reached 78%, operating margin was 16%, and free cash flow margin hit 14%. Samsara continues to focus on large enterprise customers, driving profitable growth with innovative offerings in telematics and AI-driven insights. The growth in ARR was driven by significant customer expansions, especially within construction, food and beverage, and public sector, as well as strong international performance, notably in the UK and Mexico. AI and new product developments like asset tags are contributing to customer engagement and operational efficiencies. The company provided strong FY '26 guidance with expected revenue growth of 22-23% and a non-GAAP operating margin of approximately 11%.
Source:
EARNINGS CALL
$ASAN
1 p.m.
March 10, 2025
ASAN Q4 2025: Revenue $188.3M up 10% YoY, AI Studio momentum, CEO transition announced
Asana delivered a 10% year-over-year revenue increase in Q4 2025, driven by strong AI Studio adoption and a 20% increase in $100K+ customers. CEO transition announced.
Asana reported Q4 2025 revenues of $188.3 million, a 10% year-over-year increase, driven by AI Studio pre-launch momentum and growth in enterprise customer acquisition. Operating margin improved by over 800 basis points to a 1% loss, with non-GAAP profitability anticipated in Q1 2026. The company noted a strategic shift with AI Studio, anticipating it to drive major growth with features tailored for enterprise users. The Chief Executive, Dustin Moskovitz, announced a transition from his CEO role to board chair to focus on AI strategy. Asana reached positive free cash flow for the fiscal year 2025 and maintained stability in key verticals such as manufacturing and media. Integrating AI Studio across various industries has optimized operational efficiency for notable customers, fostering transformative possibilities for user engagement. "AI Studio is not only strengthening our core value proposition but also unlocking entirely new use cases," said Dustin Moskovitz. Dollar-based net retention rate for core customers was 97%. The strategy for upcoming fiscal years includes resource reallocation towards growth opportunities, optimizing pricing models, and expanding partner channels to drive adoption and revenue growth.
Source:
EARNINGS CALL
$ORCL
1 p.m.
March 10, 2025
ORCL Q3 2025: Revenue $14.1B up 8%, Cloud growth 51%, strong AI demand
Oracle Q3 2025 call highlights: record bookings, strong AI demand, $14.1B revenue
Oracle's Q3 2025 earnings call highlighted a record bookings quarter with a $48 billion increase in backlog, raising RPO to $130 billion, up from $97 billion in the previous quarter. Cloud services led growth, particularly in AI training where Oracle's Gen 2 Cloud is noted as faster and cheaper. Cloud infrastructure revenues grew 51% with OCI consumption up 57%. Total revenue reached $14.1 billion, up 8% year-over-year. Operating income increased 9% with a margin of 44%. EPS rose to $1.47 (non-GAAP) and $1.02 (GAAP). Safra Catz, CEO, commented on the stronger than ever confidence in meeting future growth targets, expecting continued robust performance into fiscal year 2026 and beyond.
Source:
NEWS
AI
9:05 a.m.
March 11, 2025
China's Auto Industry Pushes for AI, Flying Cars, and Regulatory Changes
At China's National People's Congress, auto executives proposed ambitious policies to advance the industry, including AI-controlled vehicles, flying cars, and new regulatory frameworks. Xiaomi and Xpeng are among the companies pushing for advancements in autonomous driving and AI standards .
Source:
9:05 a.m.
March 11, 2025
Publicis Sapient Announces Strategic Collaboration with AWS for Enterprise IT Modernization
Publicis Sapient has entered a five-year global strategic collaboration agreement with Amazon Web Services to accelerate enterprise IT modernization and digital transformation. The partnership will leverage AWS's advanced AI and machine learning technologies .
Source:
US Tech Giants Lose Over $750 Billion in Market Value
America's seven largest tech companies, including Apple, Microsoft, Tesla, Nvidia, Google-parent Alphabet, Amazon, and Meta, lost more than $750 billion in market value on Monday. Apple alone shed $174 billion, while Tesla experienced a 15% drop .
Source:
9:05 a.m.
March 11, 2025
OpenAI Signs $11.9B Deal with CoreWeave for AI Cloud Services
OpenAI has entered into a five-year, $11.9 billion agreement with CoreWeave for AI cloud computing infrastructure. The deal includes OpenAI acquiring a $350 million stake in CoreWeave, diversifying away from its reliance on Microsoft's cloud services .
Source:
9:05 a.m.
March 11, 2025
Apple Plans Major Software Overhaul for iPhone, iPad and Mac
Apple is planning a significant redesign of its operating systems, including iOS 19, iPadOS 19, and macOS 16, set to be unveiled at WWDC in June. The update will bring the biggest design changes in years, refreshing icons, menus, apps, windows, and system buttons while simplifying navigation and control .
Source:
CONGRESS TRADE
$ABBV
9:04 a.m.
March 11, 2025
Rep. Shreve purchases $50K-$100K in AbbVie shares.
Rep. Shreve buys $50K-$100K of AbbVie stock; not indicated if relevant to committee oversight.
Jefferson Shreve, Representative for Indiana's 6th District, disclosed purchasing between $50,001 and $100,000 of ABBV stock. This transaction was part of a larger series of stock trades filed on the same disclosure date (March 10, 2025), which also included stocks like Adobe and Broadcom. In recent months, Congress members Jared Moskowitz and Virginia Foxx purchased smaller quantities of ABBV, while Michael Burgess and Josh Gottheimer sold their positions. Shreve's pattern indicates a preference for large-cap stocks, both in purchases and sales.
Source:
Rep. Jefferson Shreve purchases up to $50K in EXPO stock.
Rep. Jefferson Shreve purchases up to $50K in EXPO (Exponent Inc) stock.
Rep. Jefferson Shreve from Indiana's 6th district disclosed a purchase of EXPO stock, valued between $15,001 and $50,000, executed on 2025-02-24. Shreve's recent trading activity includes both purchases and sales in various industries, indicating a diverse investment strategy. This is his second disclosure of a transaction in EXPO, suggesting targeted interest in this stock.
Source:
Rep. Shreve sells up to $100K in BLK stock.
Rep. Shreve sells between $50,001 and $100,000 in Blackrock Inc (BLK) stock.
Rep. Jefferson Shreve from Indiana's 6th District disclosed a sale of Blackrock Inc (BLK) stock valued between $50,001 and $100,000. This transaction is part of a recent series of sales and purchases covering a diverse range of stocks. Shreve's trading activity includes multiple sales in stocks like Adobe, Air Products, and Microsoft, as well as purchases in companies like Broadcom and Nvidia. The trend in Congress trading BLK shows activity from various members, including sales by Greg Landsman and purchases by James Comer in recent months.
Source:
Rep. Shreve sells $50K-$100K in CAT shares.
Rep. Jefferson Shreve sells $50K-$100K in Caterpillar shares.
Rep. Jefferson Shreve, representing IN06, executed a sale of Caterpillar Inc (CAT) stock valued between $50,001 and $100,000. This trade is part of a pattern of varied stock transactions by Shreve, involving both purchases and sales across different industries. Recent congressional trading in Caterpillar includes multiple purchases by Marjorie Taylor Greene and sales by representatives including Ro Khanna and William R. Keating.
Source:
Rep. Jefferson Shreve sells up to $100K in PG.
Rep. Shreve sold $50K-$100K in Procter & Gamble stock.
Rep. Jefferson Shreve, representing Indiana's 6th district, made a sale of Procter & Gamble (PG) stock valued between $50,001 and $100,000. This trade followed recent purchases and sales in a variety of stocks including technology and healthcare sectors. In the past, PG stock has been traded by several members of Congress, indicating ongoing interest in this asset among legislators.
Source:
Rep. Shreve sells $50K-$100K in MSFT stock.
Rep. Jefferson Shreve sells $50K-$100K in MSFT stock.
Rep. Jefferson Shreve sold Microsoft stock valued between $50,001 and $100,000. This transaction follows his recent pattern of diverse stock trades, including both purchases and sales. Recent MSFT trades in Congress also include sales by Reps. Rob Bresnahan and Josh Gottheimer, indicating active trading in Microsoft stock among members.
Source:
Rep. Shreve sells $50K-$100K in ITT stock.
Rep. Shreve from IN06 sells ITT stock worth $50,001 - $100,000.
On February 24, 2025, Rep. Jefferson Shreve, representing Indiana's 6th district, reported a sale of ITT Inc. stock valued between $50,001 and $100,000. This transaction is part of Shreve's recent trading activities, which included multiple purchases and sales of various stocks, indicating active engagement in the stock market. Recently, Shreve has also made transactions involving companies like AbbVie, Adobe, Broadcom, and Exxon Mobil. This follows past transactions in ITT stock by other members such as Rep. Josh Gottheimer and Rep. Michael McCaul.
Source:
Rep. Shreve buys $100K-$250K in Broadcom (AVGO).
Rep. Jefferson Shreve purchases $100K-$250K in Broadcom Inc. (AVGO).
Rep. Jefferson Shreve of IN06 executed a purchase of Broadcom Inc.'s stock valued between $100,001 and $250,000. This transaction is part of a broader purchasing activity he disclosed on March 10, 2025, which included significant buys in multiple stocks on February 24, 2025. The transaction is among the larger purchases compared to other Congress members' trades in AVGO, with recent transactions including smaller value trades by others like Rep. Michael McCaul.
Source:
INSIDER TRADE
$AKAM
9:03 a.m.
March 11, 2025
Akamai CFO sells $402K in stock.
CFO Edward McGowan recently sold 4,652 shares, continuing a pattern of stock sales.
Edward J. McGowan, CFO of Akamai, sold 4,652 shares at $86.48 each, totaling $402,304.96. He now owns 34,510 shares. This sale follows his previous transactions, including a sale of 7,953 shares in December 2024 at $98.48. In the current quarter, Akamai insiders have disposed of 500,584 shares across 105 transactions, indicating a trend of stock sales among company officers.
Source:
INSIDER TRADE
$AKAM
9:03 a.m.
March 11, 2025
Akamai COO Karon Adam sells $476K in stock.
Karon Adam has been actively selling shares, with multiple transactions in March 2025.
Karon Adam, COO & GM Edge Technology Group at Akamai, sold 5,528 shares at $86.1873 each, totaling $476,443.39. This transaction is part of a series of sales by Adam, who also sold 6,431 shares on March 4, 2025, at $80.4901. In the current quarter, Akamai has recorded 105 disposed transactions totaling 500,584 shares, indicating a trend of insider selling.
Source:
NEWS
AI
10:01 p.m.
March 10, 2025
AI Innovation Seen as Key to Solving Climate Change and Energy Challenges
Fortune reports that the rapid advancement of AI technology is now viewed as a crucial tool in addressing climate change and energy challenges. The article argues that AI innovation will help solve some of our toughest energy-related problems.
Source:
NEWS
AI
10:01 p.m.
March 10, 2025
China's Manus Challenges US Tech Firms in Race to Build AI Agents
Chinese company Manus is emerging as a significant competitor to US tech firms in the development of AI agents. This development highlights the intensifying global competition in artificial intelligence technology.
Source:
AI in Computer Vision Market Projected to Reach $63.48 Billion by 2030
The global AI in computer vision market is expected to grow at a CARG of 22.1% from 2025 to 2030, reaching $63.48 billion. Key players like NVIDIA, Microsoft, Intel, and Alphabet are driving innovation in this space. The growth is fueled by advancements in machine learning algorithms, increasing computational power, and expansion of high-quality image data.
Source:
CONGRESS TRADE
$MSFT
10:01 p.m.
March 10, 2025
Sen. Boozman purchases $1K-$15K in MSFT stock.
Sen. John Boozman buys Microsoft stock worth $1,001 - $15,000.
Senator John Boozman from Arkansas purchased Microsoft stock in the range of $1,001 to $15,000. His recent trading activity includes multiple purchases, mainly in stocks like Amazon, American Express, and Nvidia, and several sales in ETFs and other companies. In the Microsoft space, there has been a mix of purchases and sales by various Congressional members, indicating diversified trading activities involving this stock by different lawmakers.
Source:
Sen. Boozman purchases $1,001 - $15,000 in MSFT.
Sen. Boozman purchases MSFT; no committee oversight context available.
Sen. John Boozman (AR) made a joint purchase of Microsoft (MSFT) stock valued between $1,001 and $15,000. This trade is consistent with his recent history, where he has consistently made similar-sized trades in various stocks. Microsoft has seen notable activity within Congress, with several recent trades, including both purchases and sales by different members.
Source:
NEWS
AI
5:02 p.m.
March 10, 2025
VUMC Awarded $30 Million for AI-Driven Antibody Discovery
Vanderbilt University Medical Center has been awarded up to $30 million from ARPA-H to develop AI technologies for generating antibody therapies against any antigen target of interest. The project aims to address bottlenecks in traditional antibody discovery processes and create a massive antibody-antigen atlas.
Source:
5:02 p.m.
March 10, 2025
SunCar Technology Wins Contract with Major EV Maker Leapmotor
SunCar Technology Group Inc. (NASDAQ: SDA) has secured a contract to develop and operate the insurance management platform for Leapmotor, one of China's fastest-growing electric vehicle manufacturers. The platform will handle insurance issuance, claims processing, and accident services for Leapmotor's rapidly growing customer base.
Source:
5:02 p.m.
March 10, 2025
Microsoft Expands Copilot Integration Across Industries
Microsoft has reported significant productivity gains and time savings for various companies implementing its 365 Copilot and Azure OpenAI services. Notable examples include Access Holdings Plc, Acentra Health, and Softchoice, with improvements in code writing, chatbot development, and content creation.
Source:
NEWS
AI
5:02 p.m.
March 10, 2025
AI in Computer Vision Market Projected to Reach $63.48 Billion by 2030
The global AI in computer vision market is expected to grow from $23.42 billion in 2025 to $63.48 billion by 2030, with a CAGR of 22.1%. The growth is driven by advancements in machine learning algorithms, increasing computational power, and expansion of high-quality image data.
Source:
Tech Stocks Plunge as AI Market Cools
The Nasdaq plunged 2.8% across the week, erasing all post-election gains due to concerns over a cooling AI market and high costs from chip producer TSMC. Major tech companies like Nvidia, Tesla, and Broadcom saw significant losses, with the 'Magnificent Seven' tech stocks losing $1.57 trillion in value year-to-date.
Source:
CONGRESS TRADE
$BLK
5:01 p.m.
March 10, 2025
Rep. Jefferson Shreve sells $50K-$100K in BlackRock stock.
Rep. Jefferson Shreve, member of IN06, makes a significant sale of BlackRock stock.
Rep. Jefferson Shreve from Indiana's 6th district sold BlackRock stock valued between $50,001 and $100,000. This transaction follows a pattern of diverse and frequent stock trades by Rep. Shreve, including several purchases and sales on February 24, 2025, spread across various industries. Recently, multiple members of Congress, including Greg Landsman and Ro Khanna, have also traded BlackRock stock, maintaining interest in the asset among legislators.
Source:
Rep. Shreve sells up to $100K in CAT.
Rep. Shreve sells $50K-$100K in Caterpillar stock.
Rep. Jefferson Shreve sold Caterpillar stock valued between $50,001 and $100,000. Shreve's recent trading pattern shows a mix of purchases and sales across various sectors without a clear industry focus. Caterpillar has seen consistent trading activity from Congress members, suggesting ongoing interest across different offices.
Source:
Rep. Shreve purchases $100K-$250K in AVGO stock.
Rep. Jefferson Shreve purchases $100K-$250K in Broadcom (AVGO) stock.
Rep. Jefferson Shreve of Indiana's 6th district purchased Broadcom Inc. stock, valued between $100,001 and $250,000. Recent trading records show Shreve actively engaging in large-cap stocks, with a recent focus on technology and pharmaceutical sectors, including purchases in NVIDIA and AbbVie.
Source:
Rep. Shreve sells $50K - $100K in PG stock.
Rep. Jefferson Shreve sells $50K - $100K in Procter & Gamble stock.
Jefferson Shreve, representing Indiana's 6th district, executed a sale of Procter & Gamble (PG) stock valued between $50,001 and $100,000 on February 24, 2025. Previously, on the same day, he executed multiple trades involving various stocks including sales and purchases across a range of sectors. Procter & Gamble has seen occasional trades among Congress members, with varied buy and sell activities from different representatives.
Source:
Jefferson Shreve sells $50K-$100K in ITT stock.
Rep. Shreve sells $50K-$100K in ITT stock; the stock oversight context is not mentioned.
Representative Jefferson Shreve from Indiana's 6th district sold ITT Inc stock valued between $50,001 and $100,000. This sale aligns with Shreve’s recent trading activity, which includes multiple purchases and sales across various sectors in similar value ranges. Aside from Shreve, other Congress members like Josh Gottheimer and Michael McCaul also recently traded ITT stock, primarily through small sales.
Source:
Rep. Jefferson Shreve purchases up to $100K in Exxon Mobil stock.
Rep. Shreve (IN06) buys between $50K and $100K in Exxon Mobil stock.
Rep. Jefferson Shreve purchased between $50,001 and $100,000 of Exxon Mobil stock on February 24, 2025. This is part of a broader pattern of active trading, including recent purchases of various stocks such as AbbVie and Adobe. Recent trading activity in Exxon Mobil by Congress members includes both purchases and sales, with transaction amounts varying widely. There is no specific mention of committee involvement related to Exxon Mobil in the trade details provided.
Source:
Rep. Jefferson Shreve sells $50K-$100K in Quanta Services Inc.
Rep. Jefferson Shreve sells $50K-$100K in Quanta Services Inc. (PWR).
Rep. Jefferson Shreve disclosed a sale of Quanta Services Inc. (PWR) stock valued at $50,001 - $100,000. This transaction is part of Shreve's pattern of diverse asset movements involving both purchases and sales across various companies such as AbbVie, Adobe, and Microsoft. Quanta Services Inc. has seen trading activity from other Congress members such as Josh Gottheimer and Ro Khanna, indicating interest in the stock. No specific committee oversight context related to the stock was noted from Shreve's assignments.
Source:
Rep. Shreve purchases $50K-$100K in GE stock.
Rep. Shreve (IN06) buys $50K-$100K in GE stock.
Rep. Jefferson Shreve from the IN06 district disclosed a purchase of General Electric (GE) stock valued between $50,001 and $100,000. This purchase is part of his recent trading activity, which includes transactions mainly in stocks with similar purchase amounts across different industries. The disclosure date for the GE transaction is March 10, 2025, with the actual transaction occurring on February 24, 2025. GE has also been a stock recently traded by other Congress members including Rep. Michael McCaul's spouse, who also reported purchases and sales within 2025. There is no noted committee oversight context about Rep. Shreve relevant to this GE transaction.
Source:
Rep. Shreve sells up to $100K in MSFT stock.
Rep. Shreve (IN06) sells $50K-$100K in MSFT stock, following sale pattern across various industries.
Rep. Jefferson Shreve engaged in the sale of Microsoft stock valued between $50,001 and $100,000. This transaction is part of a broader selling pattern following Rep. Shreve’s recent activity, which includes multiple stock sales and purchases across different sectors. Regarding Microsoft's stock, recent Congress trading has shown a mix of both buying and selling, with other representatives like Josh Gottheimer engaging in higher-value stock options trades. Rep. Shreve's transactions reflect a trend of diversified trade activity on his part.
Source:
EARNINGS CALL
$HPE
5 p.m.
March 6, 2025
HPE Q1 2025: 17% rev up, EPS $0.49 steady, server lag impacts margins, cost cuts announced.
HPE Q1 2025: 17% rev up, EPS $0.49 steady, server lag impacts margins, cost cuts announced.
Hewlett Packard Enterprise achieved a 17% year-over-year revenue growth, meeting expectations with $7.9 billion in Q1 2025. EPS at $0.49 aligned with guidance. Revenue growth was driven by a 30% increase in the server business. Intelligent Edge showed strength with 2% quarter-over-quarter growth. AI orders rose to $1.6 billion, totaling $8.3 billion in backlog; AI revenue reached $900 million. However, server margins faced unexpected pressure due to pricing and inventory misalignment, contributing to overall margin declines, as noted by CEO Antonio Neri. HPE announced a 5% workforce reduction to address cost structures. Impact from recent tariffs anticipated to affect upcoming quarters with mitigation strategies in process. CFO Marie Myers stated expected annualized savings of $350 million by fiscal 2027 from cost-cutting measures. The Juniper acquisition remains pending with a trial date set for July. "We could have executed better, particularly in our server segment," Neri explained.
Source:
1:02 p.m.
March 10, 2025
Research Solutions Launches AI Rights Clearinghouse for Scientific Literature
Research Solutions (RSSS) has introduced a solution allowing customers to purchase legal rights to use scientific journal content within AI applications. The platform aims to bridge enterprise AI capabilities with scientific content, addressing challenges in using copyrighted material with AI tools.
Source:
NEWS
TECH
1:02 p.m.
March 10, 2025
GIGABYTE Showcases AI-Powered Immersive Content at SXSW 2025
GIGABYTE is presenting cutting-edge AI-driven solutions at SXSW 2025, including an AI-powered street fighting arcade and 4K 360 VR video editing workflow. The company is demonstrating how its high-performance hardware accelerates real-time content creation and enhances immersive experiences.
Source:
1:02 p.m.
March 10, 2025
Google DeepMind Researchers' Reflection AI Raises $130M
Reflection AI, a startup developing super-intelligent autonomous systems, has secured $130 million in seed and Series A funding. The company, founded by former DeepMind researchers, is now valued at $555 million post-money.
Source:
NEWS
TECH
1:02 p.m.
March 10, 2025
VC Fundraising Surges on 'Transformative' AI Bets
American startup investment has reached a three-year high, driven by excitement around AI. Over $30 billion has been invested in tech startups this quarter, with another $50 billion in fundraising underway. Companies like OpenAI and Safe Superintelligence are attracting significant funding.
Source:
1:02 p.m.
March 10, 2025
DOGE Rolls Out AI Chatbot to Automate Government Tasks
Elon Musk-backed DOGE is deploying an AI chatbot to some federal workers as it continues to reduce government jobs. The bot has been in development for months but its rollout has been accelerated significantly, according to sources.
Source:
CONGRESS TRADE
$BITB
1:02 p.m.
March 10, 2025
Rep. Dave McCormick purchases $50K-$100K in BITB, increasing exposure to Bitcoin ETF.
Rep. Dave McCormick buys $50K-$100K in Bitwise Bitcoin ETF, part of recent consistent investments in BITB.
Dave McCormick has made multiple purchases in BITB, a Bitwise Bitcoin ETF, within the last two months totaling between $65,002 and $200,000. This purchase pattern indicates a growing interest in cryptocurrency-based assets. His buying activity is aligned with similar purchases by other Congress members.
Source:
Dave McCormick purchases $15K-$50K in BITB.
Dave McCormick purchases $15K-$50K in Bitwise Bitcoin ETF, continuing a pattern of recent investments in the ETF.
Dave McCormick made a purchase of $15,001 to $50,000 in BITB on February 26, 2025. This follows a purchase of $50,001 to $100,000 in the same ETF on February 25, 2025. McCormick's recent trading activity shows a trend of significant investments across various sectors, including energy and finance. The recent trades in BITB appear particularly focused, with multiple transactions in the days noted, aligning with a broader interest possibly in cryptocurrencies.
Source:
INSIDER TRADE
$EVH
1:02 p.m.
March 10, 2025
EVH CEO Seth Blackley purchases $497,577 in stock.
CEO Seth Blackley recently sold shares at $30, now buys at $9.01.
Seth Blackley, CEO of EVH, purchased 55,225 shares at $9.01 each, totaling $497,577.25, increasing his holdings to 762,217 shares. This follows his recent sale of 187,904 shares at $30. In the current quarter, EVH has seen 14 acquired transactions totaling 987,514 shares and 12 disposed transactions totaling 224,838 shares, indicating a trend towards acquisition.
Source:
EARNINGS CALL
$AVGO
1 p.m.
March 6, 2025
AVGO Q1 2025: Revenue $14.9B up 25% YoY, AI revenue $4.1B up 77%, infrastructure software gains 47% YoY
AI sector drives growth with new partnerships and strong R&D investments, while infrastructure software expands via subscription model.
Broadcom's record Q1 2025 revenue of $14.9 billion was achieved through a 25% year on year increase, with adjusted EBITDA reaching $10.1 billion, up 41% year on year, driven by key advancements within its semiconductor and infrastructure software businesses. Semiconductor revenues at $8.2 billion rose by 11% year on year, driven significantly by AI, with AI-related revenue jumping 77% to $4.1 billion. Broadcom expects its AI revenue to grow to $4.4 billion in Q2. Infrastructure software revenue was $6.7 billion, up 47% year on year, due in part to a transition to a subscription model and the incorporation of VMware's software offerings. Hock Tan highlighted the strategic importance of AI technologies and the continuing expansion with hyperscale partners, emphasizing R&D efforts in leading-edge AI technologies such as the 100 terabit Tomahawk 6 switch.
Source:
NEWS
AI
9:02 a.m.
March 10, 2025
AI Seen as Most Impactful Technology for Shipping in Coming Decade
A survey by Splash reveals that artificial intelligence is viewed as the technology that will have the most significant impact on maritime operations in the next 10 years. The maritime AI market has nearly tripled in size in just one year, reaching a value of $4.13 billion with a projected five-year compound annual growth rate of 23%.
Source:
NEWS
TECH
9:02 a.m.
March 10, 2025
Tech Giants Gather in Vietnam to Discuss AI and Semiconductor Strategy
Major technology companies are meeting in Vietnam this week to discuss AI and semiconductor business strategies. The gathering highlights the increasing importance of Vietnam in the global tech supply chain and the focus on AI and chip technologies among industry leaders.
Source:
9:02 a.m.
March 10, 2025
Valens Semiconductor to Showcase AI Connectivity Innovations at Embedded World 2025
Valens Semiconductor (VLN) announced it will showcase high-performance connectivity innovations for AI applications at Embedded World 2025. The company is focusing on developing connectivity solutions to support the growing demand for AI-powered embedded systems.
Source:
HIVE Digital Technologies Reports February 2025 Bitcoin Production
HIVE Digital Technologies (HIVE) mined 89 BTC in February, bringing its total holdings to 2,620 BTC valued at $220 million. The company maintained an average mining capacity of 5.6 Exahash per Second and is on track to expand its hashrate from 6 EH/s to 25 EH/s by September 2025.
Source:
9:02 a.m.
March 10, 2025
Faraday Future to Change Nasdaq Ticker to 'FFAI', Expand AI Recruitment
Faraday Future (FFAI) announced plans to change its Nasdaq ticker symbol to 'FFAI' on March 10, 2025, reflecting its focus on AI technology. The company is expanding AI-focused recruitment and ramping up AI R&D efforts, including developing an All-AI Mobility Ecosystem and AI-driven in-vehicle interaction systems.
Source:
CONGRESS TRADE
$MRK
9:02 a.m.
March 10, 2025
Gil Cisneros purchases up to $50K in MRK stock.
Gil Cisneros purchases $15,001 - $50,000 in Merck & Co. stock.
On February 26, 2025, Gil Cisneros acquired Merck (MRK) stock valued between $15,001 and $50,000. This transaction follows a previous MRK sale for $1,001 to $15,000 disclosed on February 12, 2025. Cisneros's recent trades also include purchases in other stocks like Microsoft and Tesla, indicating an active portfolio strategy. Other Congress members, such as Julie Johnson, have also recently engaged in MRK transactions.
Source:
CONGRESS TRADE
$MSFT
9:01 a.m.
March 10, 2025
Rep. Josh Gottheimer purchases $500K-$1M in Microsoft stock.
Rep. Josh Gottheimer purchases $500,001 - $1,000,000 in Microsoft stock, continuing a pattern of significant trading in MSFT.
Rep. Josh Gottheimer, representing NJ05, purchased Microsoft stock valued between $500,001 and $1,000,000. This follows a series of transactions involving MSFT, including recent large-scale purchases and sales of Microsoft stock and stock options. Microsoft remains a frequently traded stock within Congress, with Gottheimer actively involved in such transactions.
Source:
Rep. Gottheimer purchases $1-5 million in Microsoft stock.
Rep. Josh Gottheimer made a $1 million to $5 million purchase in Microsoft stock; significant activity without committee context.
Rep. Josh Gottheimer, representing NJ05, disclosed a significant purchase of Microsoft stock valued between $1,000,001 and $5,000,000 on February 14, 2025. This trade is part of a pattern where Gottheimer has both purchased and sold substantial options in Microsoft recently. His trading history with MSFT includes both acquisitions and disposals, often involving large transaction amounts. Additionally, other congressional members such as Gil Cisneros and James Comer also made transactions involving Microsoft within a similar timeframe. However, there are no immediate indications of committee oversight influencing this trade.
Source:
Rep. Gottheimer sells up to $5M in MSFT stock options.
Rep. Gottheimer sells $1M-$5M in MSFT stock options; frequent trader of MSFT.
Rep. Josh Gottheimer sold Microsoft Corp stock options valued between $1,000,001 and $5,000,000. This is part of a larger pattern of trading in Microsoft, both buying and selling substantial amounts in recent months. He has consistently been active in trading MSFT, including similar high-value transactions. Other Congress members have also been trading MSFT, but the size and frequency of Rep. Gottheimer's trades stand out.
Source:
Rep. Gottheimer sells up to $500K in MSFT options.
Rep. Josh Gottheimer from NJ05 sells up to $500K in Microsoft stock options.
Rep. Josh Gottheimer executed a sale of Microsoft stock options valued between $250,001 and $500,000. This transaction is part of a pattern where Gottheimer has been actively trading Microsoft stock and options. Recently, he purchased Microsoft stock options worth up to $5,000,000 on February 14, 2025, and carried out multiple other trades in Microsoft stocks and options, both buys and sells, over the past months. Gottheimer’s trading activity in Microsoft includes significant transactions, indicating a focused trading interest in this stock.
Source:
EARNINGS CALL
$MDB
9 a.m.
March 5, 2025
MongoDB Q4 2025: Revenue $548.4M (+20% YoY) exceeds estimates; Atlas growth at 24%; AI poised to impact future results
MongoDB Q4 2025: Revenue $548.4M (+20% YoY) exceeds estimates; Atlas growth at 24%; AI poised to impact future results
MongoDB reported Q4 revenue of $548.4M, a 20% increase from last year, surpassing guidance. Atlas, the cloud platform, drove growth with a 24% increase and accounted for 71% of total revenue. Non-GAAP operating income was $112.5M, yielding a 21% operating margin. The company's customer base expanded to over 54,500, with 320 customers exceeding $1M in ARR. MongoDB expects stable Atlas consumption growth for fiscal 2026. They plan to invest in AI technology and application modernization, with Voyage AI acquisition aimed to enhance AI capabilities. Quotes: Dev Ittycheria (CEO): "AI is transforming software from a static tool into a dynamic decision-making partner." Serge Tanjga (Interim CFO): "We are investing aggressively in R&D... to redefine what it means to be a database in the age of AI."
Source:
EARNINGS CALL
$ZS
9 a.m.
March 5, 2025
ZS Q2 2025: Revenue $648M, up 23% YoY, EPS $0.76, ARR $2.7B, NRR at 115%
ZS Q2 2025: Revenue $648M, up 23% YoY, EPS $0.76, ARR $2.7B, NRR at 115%
Zscaler reported Q2 2025 earnings with revenue at $648 million, growing 23% year-over-year, surpassing their guidance. Their annual recurring revenue (ARR) hit $2.7 billion, also up 23% year-over-year. The company reported strong net retention rate (NRR) of 115%, indicating healthy upselling and cross-selling efforts. Operating profit grew by 36%, with a two-point increase in operating margin to nearly 22%. Free cash flow margin reached a record 22% for the quarter. Zscaler continues to capitalize on its Zero Trust architecture, with billings up 18% year-over-year. Over 85% of million-plus ARR customers are using two or more data protection modules. According to CEO Jay Chaudhry, Zscaler's growth is fueled by "strong demand for our platform and growing innovations, with expectations to achieve $3 billion or more in ARR by the fiscal year-end." The company is experiencing significant interest in its Zero Trust Everywhere initiative and planning to triple the initiative's customer adoption in the next 18 months.
Source:
EARNINGS CALL
$MRVL
9 a.m.
March 5, 2025
MRVL Q4 2025: Revenue $1.817B up 27% YoY, GAAP EPS positive, fueled by 78% AI-driven data center growth.
Marvell Q4 results driven by 27% YoY revenue growth to $1.817B; AI in data center remains a key driver.
Marvell Technology reported Q4 2025 revenue of $1.817 billion, reflecting a year-over-year growth of 27%. The growth was bolstered by a 78% annual increase in data center revenue, which remains a pivotal market, driven by strong demand and adoption of AI products. The firm reported a GAAP gross margin of 50.5% and a non-GAAP EPS of $0.60, a sequential increase of 40%. CEO Matt Murphy emphasized growth in AI and custom silicon solutions as key contributors to their performance, citing ongoing custom program ramps and new interconnect technologies. The automotive and industrial sectors showed a modest recovery, though consumer electronics demand declined. Looking ahead to fiscal 2026, Marvell forecasts robust demand, particularly from cloud and AI sectors, and anticipates exceeding its previous AI revenue targets. "We achieved significant volume production in AI XPUs with growth expected to continue," stated Matt Murphy, CEO.
Source:
NEWS
AI
10:01 p.m.
March 9, 2025
AI Adoption Accelerating Across Global South
Agentic AI is rapidly transforming the socio-economic landscape of the Global South. A Gartner report estimates 33% of enterprise software will use Agentic AI by 2028, potentially automating 15% of daily work decisions . This trend highlights the growing global impact of advanced AI technologies.
Source:
10:01 p.m.
March 9, 2025
Class Action Lawsuit Filed Against Micron Technology
A class action securities lawsuit has been filed against Micron Technology, alleging false statements about demand for its products, especially NAND. The lawsuit covers the period from September 28, 2023 to December 18, 2024 . Investors with losses over $100K are encouraged to join before the March 10 deadline.
10:01 p.m.
March 9, 2025
Microsoft Developing In-House AI Models to Rival OpenAI
Microsoft is creating its own AI reasoning models codenamed 'MAI' to reduce reliance on OpenAI. The models aim to rival capabilities of OpenAI's GPT-o1 and could be integrated into Microsoft's Copilot product . This move signals Microsoft's push for greater AI independence and control.
Source:
INSIDER TRADE
$AKAM
10:01 p.m.
March 9, 2025
Akamai CEO Thomson Leighton reports $476K in stock transaction.
CEO Thomson Leighton reports an F-InKind transaction of 5,756 shares, maintaining ownership of 127,967 shares.
Thomson Leighton, CEO of Akamai, reported an F-InKind transaction involving 5,756 shares valued at $476,654.36, priced at $82.81 per share. Post-transaction, Leighton holds 127,967 shares. In the current quarter, Akamai insiders have reported 87 acquired transactions totaling 969,908 shares and 102 disposed transactions totaling 490,304 shares. Recent insider activity shows a pattern of frequent sales, with multiple officers and directors disposing of shares in the past months.
Source:
Essential Tools and Frameworks for AI App Development
The AI app development landscape continues to evolve with frameworks like TensorFlow, PyTorch, and Keras leading the way. Platforms such as Google AI Platform, IBM Watson, and Amazon SageMaker are simplifying AI model development. These tools are crucial for building sophisticated AI applications across various industries.
Source:
NEWS
AI
5:02 p.m.
March 9, 2025
A16z-Backed AI Firm Aims for $10 Billion Valuation
An AI development company supported by venture capital giant Andreessen Horowitz (A16z) is reportedly in discussions to achieve a $10 billion valuation. This development underscores the massive investment potential in the AI sector as companies race to harness the power of artificial intelligence.
Source:
Big Tech Invests Heavily in Nuclear Power for AI
Major tech companies are making significant investments in nuclear power to fuel their AI operations. Microsoft is paying $1.6 billion to restart Three Mile Island, while Amazon and Google have announced major investments in nuclear power. This shift is driven by the massive electricity requirements of AI data centers.
Source:
5:02 p.m.
March 9, 2025
Microsoft Unveils MAI, a Rival to OpenAI
Microsoft has developed its own in-house AI reasoning models called 'MAI', with capabilities nearing those of OpenAI's models. This strategic move aims to reduce Microsoft's reliance on external partners and strengthen its control over AI technology. MAI models are scheduled for release as an API in late 2025.
Source:
CONGRESS TRADE
$MSFT
5:02 p.m.
March 9, 2025
Sen. Boozman buys $1K-$15K in MSFT stock.
Sen. Boozman purchases Microsoft stock valued between $1,001 and $15,000.
Senator John Boozman made a purchase of Microsoft stock ranging from $1,001 to $15,000 on February 14, 2025. Recent trading activity includes multiple transactions in technology stocks such as GOOGL, NVDA, and MSI all purchased around the same time period. No specific committee oversight information is provided. Recent Congress trading in MSFT shows both purchases and sales by other members, such as Shelley Moore Capito and Tommy Tuberville.
Source:
Sen. Boozman buys $1K-$15K in MSFT stock.
Sen. Boozman purchased MSFT stock valued between $1,001 - $15,000.
Sen. John Boozman purchased Microsoft stock (MSFT) valued between $1,001 and $15,000. This purchase adds to his pattern of trading in tech stocks, as he has recently purchased shares in Alphabet and Nvidia, among others. The recent data shows multiple trades in MSFT by various Congress members, including purchases and sales by Boozman and others, suggesting ongoing interest in the stock among legislators.
Source:
EARNINGS CALL
$BOX
5 p.m.
March 4, 2025
Box Q4 2025 call: Revenue $280M up 6% YoY, operating margin at 27.3%, EPS $0.42 exceeds guidance by $0.01, strong BoxAI and Enterprise Advanced adoption.
Box Q4 2025 call: Revenue $280M up 6% YoY, operating margin at 27.3%, EPS $0.42 exceeds guidance by $0.01, strong BoxAI and Enterprise Advanced adoption.
In Q4 2025, Box reported revenue of $280 million, a 6% year-over-year increase and 8% in constant currency. The company posted an operating margin of 27.3% and achieved an EPS of $0.42, exceeding guidance by $0.01. CEO Aaron Levie highlighted strong customer adoption of the new Enterprise Advanced offering, which contributed to revenue and margin growth. Box closed several dozen Enterprise Advanced deals in Q4, reflecting increased demand for intelligent content management solutions powered by AI, notably BoxAI which is being integrated both internally and externally to drive automation and business insights. CFO Dylan Smith reported a favorable customer adoption rate with Enterprise Advanced yielding a 20-40% pricing uplift over Enterprise Plus. For FY 2025, the company achieved $1.09 billion in revenue, up 5% year-over-year, and expanded operating margins by 320 basis points to 28%. Free cash flow reached a record $305 million. Looking ahead, Box expects FY 2026 revenue to range between $1.155B and $1.16B, reflecting 6% growth, with a focus on AI-driven innovations and go-to-market expansions.
Source:
EARNINGS CALL
$CRWD
5 p.m.
March 4, 2025
CRWD Q4 2025: Ending ARR $4.24B, $1.07B cash flow, 97% retention, Falcon Flex drives $1B+ deal value
Main Points: Q4 net new ARR $224M, ending ARR $4.24B. Free cash flow $240M, 97% retention. Falcon Flex $1B+ in Q4 deal value.
CrowdStrike Holdings' Q4 2025 earnings call showcased stronger-than-expected financial results driven by increased customer engagement and platform adoption. The company reported a net new ARR of $224 million for Q4, surpassing expectations. This contributed to an ending ARR of $4.24 billion. Free cash flow for the quarter was strong at $240 million, contributing to a record $1.07 billion for FY 2025. Falcon Flex subscription model was highlighted as a key growth driver, adding more than $1 billion in deal value in Q4 alone. Gross dollar retention remained high at 97%.
CEO George Kurtz emphasized the company's strength in AI-native technology and its leading position in the cybersecurity market: "Falcon Flex opens the entire product catalog up to our customers," allowing for increased module adoption without additional procurement cycles. The company's strong market presence on platforms like AWS Marketplace and strategic advances in areas like cloud security and identity protection were underscored as critical for future growth. As CrowdStrike transitions, its strong Q4 was seen as foundational for continued growth.
Source:
EARNINGS CALL
$VEEV
5 p.m.
March 5, 2025
VEEV Q4 2025: Revenue $721M tops guidance, AI drives forward, sets $6B 2030 target
Q4 revenue $721M, FY revenue $2.75B. AI and clinical cloud expansion highlighted. $6B 2030 revenue goal.
Veeva reported Q4 2025 revenue of $721 million, with non-GAAP operating income of $308 million, and FY 2025 revenue of $2.75 billion with non-GAAP operating income of $1.15 billion. The company surpassed its guidance and highlighted its progress in expanding its clinical and AI-driven product offerings. CEO Peter Gassner noted growth in key areas, such as EDC, where Veeva has signed 9 out of the top 20 pharma companies. Veeva's Data Cloud strategy, particularly Compass, continues to gain momentum with significant interest from clients. The company also set a 2030 target to reach $6 billion in revenue, reflecting the substantial opportunities envisioned, including expansion into new markets. CFO Brian Van Wagener emphasized operational efficiency contributing to a full year operating margin above 42%, and ongoing investment in R&D.
Source:
1:02 p.m.
March 9, 2025
Microsoft Shifts Away from OpenAI Partnership
Microsoft's partnership with OpenAI appears to be weakening, with reports indicating that OpenAI will likely shift the majority of its AI compute spending away from Microsoft-owned data centers. Microsoft has also reportedly canceled some of its data center leases, suggesting a potential realignment of its AI strategy.
Source:
INSIDER TRADE
$ABT
1:01 p.m.
March 9, 2025
ABT EVP Lisa Earnhardt sells $12.2M in stock.
Lisa Earnhardt has been actively selling shares, with recent sales totaling over $12M.
Lisa Earnhardt, EVP and Group President at ABT, sold 91,167 shares at $133.82 each, totaling $12,199,967.94. This transaction leaves her with 71,928 shares. Recently, she also sold 200 shares at $136.645. In the current quarter, ABT insiders have disposed of 1,267,365 shares across 27 transactions, indicating a trend of share sales among company executives.
Source:
NEWS
AI
9:01 a.m.
March 9, 2025
Visual AI Hackathon at University of Connecticut
A Visual AI Hackathon is being held at the University of Connecticut, bringing together ML enthusiasts and college students to tackle real-world challenges in computer vision and AI . The event features workshops, tech talks, and hands-on challenges across various skill levels.
Source:
9:01 a.m.
March 9, 2025
Apple's Vision Pro Headset Set to Get AI Upgrade in April
Apple plans to release an AI upgrade for its Vision Pro headset in April, expanding its 'Intelligence' capabilities . This move signals Apple's continued push into AI and augmented reality technologies.
Source:
CONGRESS TRADE
$MSFT
9:01 a.m.
March 9, 2025
Rep. Gottheimer sells up to $500K in MSFT options.
Rep. Gottheimer of NJ05 divested MSFT options valued between $250,001-$500,000.
Representative Josh Gottheimer has recently sold Microsoft Corp stock options valued between $250,001 and $500,000, indicating a reduction in his holdings of MSFT-related investments. Previously, on February 14, 2025, he also executed multiple transactions in MSFT stock and options with significant trading volumes. Rep. Gottheimer has a pattern of frequent trading in Microsoft, with several recent transactions indicating both purchases and sales. This activity is part of a broader trend of Congress members trading in MSFT, with other representatives like Gil Cisneros and William Keating also engaged in MSFT trades recently.
Source:
CONGRESS TRADE
$BITB
9:01 a.m.
March 9, 2025
Rep. McCormick purchases $15K-$50K in BITB ETF.
Rep. McCormick purchases $15K-$50K in BITB while engaging in multiple trades, including a recent $50K-$100K added to the same ETF.
Representative Dave McCormick disclosed a purchase of Bitwise Bitcoin ETF (BITB) valued between $15,001 and $50,000 on February 26, 2025. Two consecutive days of purchasing indicate a focus on this asset, with a prior transaction on February 25 for $50,001-$100,000. No committee oversight information is provided, but McCormick's recent activity includes significant transactions across various sectors, including high-value purchases in companies like Athene Holding and Occidental Petroleum, and a major sale in Rumble Inc.
Source:
Rep. McCormick buys $50-100K in BITB, increasing recent holdings in crypto ETF.
Rep. McCormick purchases $50,001 - $100,000 in Bitwise Bitcoin ETF, following recent purchases of the same asset.
Rep. Dave McCormick executed a purchase of BITB (Bitwise Bitcoin ETF) valued between $50,001 and $100,000. This comes shortly after two other transactions of the same ETF within the last week, indicating a pattern of increasing investment in this asset. McCormick's recent trades include multiple acquisitions in various sectors, although no specific committee involvement in cryptocurrency oversight is noted. Consistent trading in BITB by both Dave McCormick and Senator David H. McCormick is observed, showing interest in cryptocurrency assets.
Source:
EARNINGS CALL
$AVGO
9 a.m.
March 6, 2025
Broadcom Q1 2025: Revenue $14.9B up 25% YoY, AI revenue $4.1B up 77%, strong Q2 guidance
Broadcom's Q1 2025 revenue at $14.9B up 25% YoY, AI revenue jumps 77% YoY to $4.1B, strong guidance for Q2
Broadcom reported record revenue of $14.9B, up 25% YoY in Q1 2025, with a record adjusted EBITDA of $10.1B, which rose 41% YoY. Semiconductor revenue was $8.2B, driven by AI, which surged 77% YoY to $4.1B. CEO Hock Tan highlighted continued investment in 3.5D AI XPU technology and increased shipments to hyperscale customers, expecting AI revenue to rise further to $4.4B in Q2. Non-AI semiconductors saw a decline in wireless but recovery in broadband. Infrastructure software revenue grew 47% YoY to $6.7B, with rapid adoption of VCF and VMware solutions. The company guides Q2 revenue at $14.9B, a 19% increase YoY, projecting semiconductor gains and software strength. Hock Tan reaffirmed a $60-$90B serviceable market by 2027 from current engagements but noted four new engagements could add future growth.
Source:
10:02 p.m.
March 8, 2025
Cirrascale Cloud Services Launches Inference Cloud with Qualcomm AI Suite
Cirrascale Cloud Services announced the availability of an Inference Cloud powered by the Qualcomm AI Inference Suite. This solution is designed to streamline the deployment of AI models and applications with a single click, enabling businesses to harness efficient, scalable AI from the cloud .
Source:
NEWS
AI
10:02 p.m.
March 8, 2025
Nine US AI Startups Raise $100M or More in 2025
Multiple U.S.-based AI startups have already secured impressive funding rounds in 2025. Anthropic raised $3.5 billion in a Series E round, while Together AI secured $305 million in a Series B round. Other notable raises include Lambda ($480 million), Abridge ($250 million), and Harvey ($300 million) .
Source:
OpenAI and Oracle to Begin Stocking $100B Texas Data Center
OpenAI and Oracle Corp. will start putting 64,000 Nvidia Corp. 200GB semiconductors into an Abilene, Texas, data center. This is part of the $500 billion Stargate Project, which aims to build out U.S. intelligence infrastructure. The work is expected to be finished by the end of 2026 .
Source:
CONGRESS TRADE
$MSFT
10:02 p.m.
March 8, 2025
Rep. Gottheimer purchases $1M-$5M in MSFT stock options
Rep. Josh Gottheimer purchases $1M-$5M in MSFT options.
On February 14, 2025, Rep. Josh Gottheimer completed a significant purchase of Microsoft Corporation (MSFT) stock options valued between $1,000,001 and $5,000,000. This transaction marked a continuation of Gottheimer's active trading pattern in MSFT, with previous transactions involving both large purchases and sales. Gottheimer has been involved in multiple high-value trades with Microsoft stock options over recent months, with a repeated move towards high-value purchases and sales, reflecting a considerable focus on this particular asset class.
Source:
Rep. Gottheimer sells $500K-$1M in MSFT stock options.
Rep. Josh Gottheimer sells $500K-$1M of MSFT stock options; no direct oversight link identified.
Rep. Josh Gottheimer disclosed a sale of Microsoft (MSFT) stock options valued between $500,001 and $1,000,000. This transaction was part of a broader pattern of trading by Gottheimer, who also made substantial purchases and sales in MSFT on the same date totaling possibly up to $5,000,000 in sales and purchases. This is consistent with his past activity in MSFT, featuring significant trades with large transaction volumes. Recent Congress trading in MSFT includes other members like Gil Cisneros and William R. Keating engaging in smaller transactions.
Source:
Rep. Gottheimer sells up to $5M in MSFT stock options.
Rep. Josh Gottheimer disclosed the sale of stock options in MSFT valued between $1,000,001 and $5,000,000.
On February 14, 2025, Rep. Josh Gottheimer executed a sale of Microsoft (MSFT) stock options valued between $1,000,001 and $5,000,000. Gottheimer has been actively trading in MSFT, with both purchases and sales reported around the same time. This trade is part of his recent pattern of significant transactions in Microsoft options, and contributes to a series of MSFT trades by Congress members during this period.
Source:
Rep. Gottheimer purchases $1M to $5M in MSFT options.
Rep. Josh Gottheimer purchases significant MSFT options valued at $1M to $5M.
Rep. Josh Gottheimer disclosed a purchase of Microsoft (MSFT) stock options valued between $1,000,001 and $5,000,000. This adds to his active trading in Microsoft, with both purchases and sales in high-value ranges, notably focusing on stock options. In recent trading history, he also engaged in transactions of various amounts with different companies, but MSFT remains a significant part of his portfolio, indicating ongoing interest in the stock.
Source:
EARNINGS CALL
$MDB
10 p.m.
March 5, 2025
MDB Q4 2025: Revenue $548.4M, up 20% YoY, Atlas accounts for 71% of revenue
MongoDB reported Q4 fiscal 2025 revenue of $548.4M, up 20% YoY, driven by Atlas growth and strong new business
MongoDB's Q4 fiscal 2025 revenue of $548.4 million exceeded expectations, marking a 20% YoY increase, driven by 24% growth in Atlas, which now constitutes 71% of total revenue. The company achieved a non-GAAP operating income of $112.5 million, equating to a 21% non-GAAP operating margin, and ended the quarter with over 54,500 customers. Notably, multi-year non-Atlas deals also contributed more than anticipated. For fiscal 2026, MongoDB expects stable Atlas consumption growth and a headwind in non-Atlas due to fewer multiyear deals. Key investments are being made in AI and application modernization. Dev Ittycheria, CEO, emphasized the role of MongoDB in AI, stating, "MongoDB was designed from the outset to remove the constraints of legacy databases, enabling businesses to scale, adapt and innovate at AI speed." Strategic steps include the Voyage AI acquisition to enhance AI offerings and tackle the challenge of hallucinations in AI applications.
Source:
EARNINGS CALL
$ZS
10 p.m.
March 5, 2025
ZS Q2 2025: Revenue $648M up 23% YoY, ARR $2.7B, strong AI & Zero Trust push, improved margins.
Zscaler's Q2 benefited from strong growth in revenue and billings, driven by Zero Trust and AI solutions, with expanding large customer adoptions indicating increased platform traction.
Zscaler reported Q2 2025 revenue of $648 million, marking a 23% year-over-year growth, buoyed by accelerated billings and robust ARR growth, which reached $2.7 billion, up 23% year-over-year. Key metrics included a net retention rate of 115% and an operating margin improvement to 22%. CEO Jay Chaudhry highlighted the advancement in Zero Trust Everywhere strategy, targeting to triple adoption in 18 months as part of capturing hardware refresh opportunities. AI-enhanced products like ZDX Copilot significantly grew bookings, and AI analytics ACV nearly doubled. The company foresees a strong pipeline and continued sales productivity through strategic go-to-market and GSI engagements, with guidance set at revenue from $2.64 billion to $2.654 billion for the full year, and expecting to surpass $3 billion in ARR.
Source:
EARNINGS CALL
$MRVL
10 p.m.
March 5, 2025
MRVL Q4 2025: Revenue $1.817B beats, strong 78% data center growth, AI boosts custom silicon, EPS $0.60.
Strong revenue growth with significant AI contributions, increased operating leverage, and upbeat fiscal 2026 guidance.
Marvell reported Q4 fiscal 2025 with revenue of $1.817 billion, up 20% sequentially and 27% year-over-year, primarily driven by data center growth and strong AI demand, including a record 78% year-over-year increase in data center revenue. Non-GAAP EPS reached $0.60, growing 40% sequentially, showcasing substantial operating leverage. For the year, revenue hit $5.767 billion, with full-year data center revenue up 88% year-over-year. Growth was supported by custom silicon and electro-optics contributions. Operating cash flow was a record $1.68 billion, with $933 million returned to shareholders via buybacks and dividends. Inventory increased to support anticipated growth. In fiscal 2026, Marvell forecasts continued strong AI-driven revenue growth, estimating Q1 data center revenue to increase mid-single-digits sequentially. AI revenue, now making up over half of data center revenue (which represented 75% of total revenue), is expected to exceed previously set targets significantly. CEO Matt Murphy noted, "Our record non-GAAP earnings per share of $0.60 exceeded the midpoint of guidance growing 40% sequentially."
Source:
Nvidia's Recent Earnings Reaffirm AI-Driven Semiconductor Demand
Nvidia's latest results confirm that AI scaling laws are still intact, particularly for US-based operators. The semiconductor industry continues to benefit from evolving AI infrastructure strategies of major players like AWS, Meta, and Microsoft, influencing semiconductor investment and CAPEX allocation.
Source:
5:02 p.m.
March 8, 2025
HP Announces New Round of Layoffs, Cutting Up to 2,000 Jobs
HP has revealed plans to eliminate between 1,000 and 2,000 workers as part of an amendment to its restructuring plan aimed at reducing costs. The layoffs represent nearly 3.5% of the company's total workforce and are expected to save HP $300 million.
Source:
INSIDER TRADE
$AKAM
5:01 p.m.
March 8, 2025
AKAM: Sundaram Mani S-Sale $830,583.07 total in 2 trades
Multiple trades executed today totaling 2 transactions
Details:
- S-Sale 3,111.0 shares at $87.13
- S-Sale 6,497.0 shares at $86.12
Source:
5 p.m.
March 8, 2025
Error retrieving RGTIW 10-K
1:02 p.m.
March 8, 2025
US Department of Justice Drops Bid to Make Google Sell AI Investments
The US Department of Justice has abandoned its proposal to force Alphabet's Google to divest its investments in artificial intelligence as part of an ongoing antitrust case .
Source:
1:02 p.m.
March 8, 2025
Microsoft Developing New AI Reasoning Models to Challenge OpenAI
Microsoft is reportedly creating its own AI reasoning models called 'MAI' to compete with OpenAI and reduce dependency on the company. The tech giant plans to integrate MAI into Microsoft 365 Copilot and make it available to developers via API by 2025 .
Source:
EARNINGS CALL
$AVAV
1 p.m.
March 4, 2025
AVAV Q3 2025: Revenue $167.6M down 10% YoY, LMS up 46%, guidance cut due to LA windstorm disruptions.
AeroVironment reports Q3 2025 revenue of $167.6M, down 10% YoY, with reduced guidance due to LA windstorms and stop work orders.
AeroVironment reported Q3 2025 revenue at $167.6M, a 10% decrease year-on-year primarily from decreased Ukraine-related sales and unforeseen disruptions from high winds near Los Angeles which caused manufacturing delays. Despite these challenges, the Loitering Munitions System (LMS) recorded a 46% revenue increase YoY due to notable contract wins, including over $350M in Switchblade contracts, marking the largest award in company history. The company reduced its FY2025 guidance due to external factors, including $13M in recent stop work orders from the US DOD affecting foreign military sales and newly introduced tariffs impacting Q4 deliveries. CEO Wahid Nawabi stated, "While we encountered challenges in executing our plans this quarter, we remain firmly on track with our long-term growth strategy." AeroVironment's backlog grew to a record $764M, and they project continuing high demand for their autonomous defense solutions, anticipating revenue growth in FY2026, driven by expanded global market penetration and strategic acquisitions like BlueHalo.
Source:
9:03 a.m.
March 8, 2025
Meta to Add Display Screen to Ray-Ban Smart Glasses
Meta plans to add a screen inside its Ray-Ban smart glasses that could be available in an update as early as the second half of 2025. The screen would be able to display notifications and responses from Meta's chatbot . Meta's CTO Andrew Bosworth also mentioned plans for personalized AI assistants in 2025.
Source:
NEWS
AI
9:03 a.m.
March 8, 2025
OpenAI Releases GPT-4.5 Research Preview
OpenAI launched a research preview of GPT-4.5, touting improved capabilities from scaling unsupervised learning during pre-training. The system demonstrates better EQ, instruction-following, world understanding, and reduced hallucinations . OpenAI emphasized future models will combine this approach with reasoning capabilities.
Source:
9:03 a.m.
March 8, 2025
Google Unveils Gemini 2.0 Flash for Developers
Google announced major updates to its Gemini AI models, making the powerful Gemini 2.0 Flash generally available to developers. Built using RL techniques, 2.0 Flash offers enhanced reasoning capabilities across vast amounts of multimodal information . The company also unveiled Gemini 2.0 Pro Experimental for complex prompts and coding tasks.
Source:
INSIDER TRADE
$AKAM
9:02 a.m.
March 8, 2025
Akamai CEO Thomson Leighton acquires $476K in stock.
CEO Thomson Leighton acquires 5,756 shares amid recent insider sales by other executives.
Thomson Leighton, CEO of Akamai, acquired 5,756 shares valued at $476,654.36 through an F-InKind transaction, increasing his total holdings to 127,967 shares. This acquisition comes amidst a series of sales by other executives, including Sundaram Mani and Karon Adam, who have disposed of shares in recent months. In the current quarter, the company has seen 87 acquired transactions totaling 969,908 shares and 102 disposed transactions totaling 490,304 shares, indicating a higher volume of acquisitions compared to dispositions.
Source:
INSIDER TRADE
$ABT
9:02 a.m.
March 8, 2025
ABT EVP Lisa Earnhardt sells $12.2M in stock.
Lisa Earnhardt has been actively selling shares, with recent sales totaling over 91,000 shares.
Lisa Earnhardt, EVP and Group President at ABT, sold 91,167 shares at $133.82 each, totaling $12,199,967.94. This transaction leaves her with 71,928 shares. In the current quarter, ABT has seen 27 disposed transactions totaling 1,267,365 shares, indicating a trend of insider selling. Earnhardt's recent activity aligns with this pattern, as she has been consistently selling shares over the past months.
Source:
9:01 a.m.
March 8, 2025
RGTI 2024: Revenue $10.8M (-10% YoY), launched 84-qubit Ankaa-3, facing significant losses and challenges in scaling quantum computing.
Rigetti's 2024 revenue decreased by 10% to $10.8 million, with significant losses of $201 million. The company launched its 84-qubit Ankaa-3 system, achieving key fidelity milestones, but continues to face challenges in scaling its technology and achieving profitability. The reliance on government contracts remains high, and the company is investing heavily in research and development to advance its quantum computing capabilities.
Rigetti's financial performance in 2024 was marked by a 10% decline in revenue to $10.8 million, primarily driven by a decrease in government contracts, which still account for a significant portion of their income. Despite this, Rigetti made notable advancements with the launch of the Ankaa-3 system, a flagship quantum computer featuring an extensive hardware redesign and improved two-qubit gate fidelities. However, the company reported a substantial net loss of $201 million, reflecting the high costs associated with research and development and the challenges of scaling quantum computing technology. Rigetti's strategy includes a focus on increasing qubit counts and reducing error rates, with plans to release more advanced systems in 2025. The company faces risks related to its dependency on a limited number of customers, primarily government entities, and the competitive landscape of the quantum computing industry. Rigetti's future success hinges on its ability to achieve technological milestones and secure additional funding to support its ambitious growth plans.
Source:
EARNINGS CALL
$VEEV
9 a.m.
March 5, 2025
VEEV Q4 2025: Revenue $721M, non-GAAP op income $308M, strong clinical solutions adoption underpins growth
Veeva Systems delivered Q4 revenue of $721M, non-GAAP op income $308M; strong clinical wins amplify strategic positioning.
Veeva Systems exceeded Q4 top-line expectations with $721 million in revenue, buoyed by strategic gains in the clinical sector, notably a major top 20 customer adoption of its entire clinical platform. CEO Peter Gassner emphasized the efficiency push as integral to Veeva's continued momentum and highlighted progress on AI strategy as crucial for future growth. Revenue for the year totaled $2.75 billion, with non-GAAP operating income hitting $1.15 billion. Clinical suite expansion, particularly the adoption of CTMS, eTMF, and EDC solutions, suggests robust future growth, with strategic customer engagements in top pharma hinting at long-term commitments. AI innovations also appear poised to enhance product offerings. CFO Brian Van Wagener noted a high operating margin guidance driven by efficiencies, underpinning Veeva’s strong financial health. Commercial sector prospects remain optimistic despite some expected deceleration.
Source:
EARNINGS CALL
$DOMO
9 a.m.
March 6, 2025
DOMO Q4 2025: Revenue $78.8M, surpasses guidance; strong subscription, RPO growth via consumption model, CDW partnerships
Domo exceeded its Q4 2025 guidance in billings, revenue, and non-GAAP EPS, showing strong subscription RPO growth linked to a shift to consumption pricing and partnerships with CDWs.
In Q4 2025, Domo recorded total revenue of $78.8M with 91% from subscriptions and saw billings at $102.6M. Gross retention was at 85%, while long-term subscription RPO growth reached 38% year-over-year. The company shifted to a consumption model, achieving over 90% gross retention in that cohort, contributing to a strengthened cash flow, which was at $6M for the quarter. Key strategic moves included partnerships with CDWs like Snowflake and Databricks, driving stronger pipeline effectiveness, as evidenced by conversion improvements. CEO Josh James highlighted the transition to consumption and partnerships' importance, "ecosystem converts at about a 5x increase in conversion rate." The focus on AI innovations and partner network expansion continues to provide potential for future growth acceleration, with positive cash flow and a stable balance sheet noted by CFO Todd Crane.
Source:
10:02 p.m.
March 7, 2025
Salesforce Shares Drop Amid Broader Tech Selloff
Salesforce shares fell $8.98 to $277.07 during midday trading, with a trading volume of 3,482,982 shares. The decline comes as part of a broader tech sector selloff, affecting various AI and cloud computing stocks.
Source:
10:02 p.m.
March 7, 2025
BigBear.ai Stock Plummets on Wider-Than-Expected Loss
BigBear.ai shares sank more than 20% after reporting a wider-than-expected Q4 loss and issuing a disappointing outlook. The company expects 2025 adjusted EBITDA in the 'negative single digit millions,' falling short of analyst expectations.
Source:
NEWS
AI
10:02 p.m.
March 7, 2025
Anthropic Raises $3.5 Billion, Tripling Valuation to $61.5 Billion
AI startup Anthropic raised a $3.5 billion Series E led by Lightspeed Venture Partners, tripling its valuation to $61.5 billion. The funding comes a week after Anthropic launched its 'most intelligent' model, Claude 3.7 Sonnet.
Source:
10:02 p.m.
March 7, 2025
Broadcom Stock Surges on Strong AI-Driven Growth
Broadcom shares soared 8.6% after the chipmaker topped quarterly estimates, highlighting strong AI-driven growth. The company's revenue guidance for the current quarter also came in ahead of consensus estimates, with continued strength expected in AI processing units.
Source:
Nasdaq 100 Tumbles into Correction as Tech Selloff Intensifies
The Nasdaq 100 Index sank into a correction, falling 10.2% below its peak from last month. Notable decliners included Nvidia (-0.7%), Amazon (-1.5%), and Microsoft (-1.9%). The selloff reflects Wall Street's rotation out of AI-related companies and concerns about their high valuations.
Source:
CONGRESS TRADE
$BITB
10:02 p.m.
March 7, 2025
Dave McCormick purchases $15K-$50K in BITB.
Dave McCormick buys $15K-$50K in BITWISE BITCOIN ETF following a recent larger purchase.
On February 26, 2025, Dave McCormick purchased shares in BITWISE BITCOIN ETF valued between $15,001 and $50,000. This follows a purchase the previous day of $50,001-$100,000 in the same ETF, indicating recent interest in the asset. Currently, trades in BITWISE BITCOIN ETF show recent interest among members, with similar trades by other congressional members like David H. McCormick.
Source:
Dave McCormick purchases $50K-$100K in BITB, continuing recent Bitcoin investments.
Dave McCormick buys $50K-$100K in BITB amid ongoing investment in Bitcoin-related assets.
Dave McCormick has been actively purchasing BITB, recently making a transaction worth $50,001-$100,000, building on his past investments in the Bitwise Bitcoin ETF. This marks his consistent investment strategy in the Bitcoin sector. There is no committee oversight context available for McCormick related to this industry. His recent trading history also includes multiple substantial investments in diverse sectors, suggesting a broad investment strategy.
Source:
INSIDER TRADE
$AMRX
10:01 p.m.
March 7, 2025
AMRX EVP Andrew Boyer sells $1.11M in stock.
Andrew Boyer has sold 125,000 shares, reducing his holdings to 290,106 shares.
Andrew Boyer, Executive Vice President at AMRX, sold 125,000 shares at $8.89 each, totaling $1,111,250. This transaction leaves him with 290,106 shares. In the current quarter, AMRX has seen 49 disposed transactions totaling 3,891,799 shares, indicating a trend of share disposals among insiders.
Source:
EARNINGS CALL
$BOX
10 p.m.
March 4, 2025
BOX Q4 2025: Revenue $280M, up 6%, EPS $0.42 beats guidance; strong Enterprise Advanced adoption
BOX Q4 2025: Revenue up 6% to $280M, EPS $0.42 beats guidance, Enterprise Advanced gains traction
Box reported Q4 2025 revenue of $280 million, marking 6% growth year over year, or 8% in constant currency, and exceeded EPS guidance by $0.01 at $0.42. The company's Enterprise Advanced product, a comprehensive intelligent content management suite, saw strong adoption with several notable deployments, contributing to 8% growth in high-value $100K+ customer base. Operating margins expanded slightly to 27.3%. Full fiscal year revenue reached $1.09 billion, up 5% annually, with 320 basis points improvement in operating margin. Box's strategy emphasizes significant AI-driven product advancements and groove in sales of suites, now representing 60% of total revenue. For FY 2026, Box anticipates revenue between $1.155 and $1.16 billion, planning strategic investments in AI and partnerships despite a non-cash tax expense impacting projected EPS.
Source:
EARNINGS CALL
$AVGO
10 p.m.
March 6, 2025
AVGO Q1 2025: Revenue $14.9B up 25% YoY, AI growth at 77%, EPS beats expectations
AVGO highlights AI growth with Q1 revenue at $14.9B, up 25% YoY, AI sales up 77% to $4.1B.
Broadcom's Q1 2025 earnings report shows strong results with total revenue of $14.9 billion, up 25% compared to last year. The driving force behind this is the semiconductor division, reporting $8.2 billion in revenue, a 77% increase in AI-related revenue to $4.1 billion. CEO Hock Tan emphasized AI's demand, forecasting Q2 AI revenue to grow to $4.4 billion, up 44% YoY. Broadcom's partnering with multiple hyperscalers indicates significant potential, developing new AI accelerators including a 2-nanometer AI XPU. Non-AI semiconductors saw slower growth, attributed to seasonal wireless declines. Infrastructure software was boosted by VMware integration, contributing $6.7 billion in Q1, up 47% YoY. Free cash flow was $6 billion, with guidance for Q2 revenue at $14.9 billion, maintaining strong growth momentum. CEO Tan noted that Broadcom is focused on maintaining its hardware leadership in conjunction with hyperscalers' software efforts.
Source:
EARNINGS CALL
$HPE
10 p.m.
March 6, 2025
HPE Q1 2025: Revenue $7.9B up 17% YoY, server margins pressured, 5% workforce cut planned
HPE reported Q1 2025 revenue of $7.9B, up 17% YoY, faced profitability pressure from server margins, plans cost restructuring affecting 5% workforce.
HPE's Q1 2025 revenue grew 17% YoY to $7.9B, driven by strong server revenue and hybrid cloud operations. However, profits were flat YoY largely due to server margin pressures caused by inventory valuation issues, aggressive pricing competition, and AI transition challenges. Non-GAAP EPS met expectations at $0.49. CEO Antonio Neri highlighted mitigation strategies against US tariffs and reiterated commitment to the DOJ-challenged acquisition of Jourdan Networks, expected to yield $450M in synergies. HPE anticipates workforce reductions of about 2,500 for cost optimization, targeting $350M savings by fiscal 2027. "We delivered a solid quarter, but we could have executed better" - Antonio Neri, CEO. AI demand remains robust, with notable orders growth in enterprise AI.
Source:
NEWS
TECH
5:05 p.m.
March 7, 2025
Waystar Launches AI-Powered Tool to Automate Healthcare Claim Appeals
Waystar has introduced AltitudeAI, an AI-powered innovation focused on appealing denied healthcare claims. The tool aims to help providers recover a substantial portion of payments tied to hundreds of millions in annually denied claims, potentially reducing the $350 billion lost annually to administrative waste in the US healthcare system.
Source:
5:05 p.m.
March 7, 2025
Google Cloud Launches AI Protection to Tackle AI Risks and Threats
Google Cloud has announced AI Protection, a comprehensive solution to manage AI risks and threats. The new offering includes capabilities to discover AI inventory, secure AI assets, and manage threats with detect, investigate, and respond functionalities.
Source:
AI Investments Hit Record Highs Amid Market Challenges
Global private AI investment reached $67.2 billion in 2024, with the US leading funding. However, increasing regulatory scrutiny and market reassessments have raised concerns about potential overvaluation in the sector.
Source:
CONGRESS TRADE
$MSFT
5:05 p.m.
March 7, 2025
Rep. Gottheimer makes a multi-million dollar purchase of MSFT stock.
Rep. Gottheimer purchases $1M-$5M in Microsoft stock, following recent sales in MSFT options.
Rep. Josh Gottheimer purchased Microsoft stock valued between $1,000,001 and $5,000,000 jointly. This purchase follows a series of transactions involving Microsoft, including options trading and smaller sales, indicating a pattern of significant involvement with MSFT. Gottheimer's history shows both buys and sells in MSFT, suggesting active trading rather than simple long-term holding. Recent Congress trading data for MSFT demonstrates active engagement by other members as well, making it a frequently traded stock among legislators.
Source:
Rep. Gottheimer executes a large purchase of Microsoft stocks.
Rep. Gottheimer purchases $500K-$1M in MSFT stock, adding to existing positions.
Josh Gottheimer, representing NJ05, has disclosed a purchase of Microsoft Corp (MSFT) stock valued between $500,001 and $1,000,000. This transaction is part of a series of recent transactions involving MSFT, including various sales and purchases of both stock and stock options. Congressman Gottheimer frequently trades in Microsoft, with previous transactions indicating both buying and selling activities within significant dollar ranges.
Source:
Rep. Gottheimer sells MSFT stock options worth up to $5M.
Rep. Gottheimer executes a multi-million dollar sale of MSFT stock options.
Rep. Josh Gottheimer disclosed the sale of Microsoft Corp stock options valued between $1,000,001 and $5,000,000. This transaction is part of a pattern of frequent trading in Microsoft by Gottheimer, who has previously reported both purchases and sales in similar amounts. Recent trades in Microsoft by Congress members have shown both purchasing and selling activities.
Source:
Rep. Gottheimer sells $1M-$5M in MSFT stock options.
Rep. Josh Gottheimer sells significant MSFT stock options with no direct committee oversight noted.
Rep. Josh Gottheimer from NJ05 sold $1,000,001 to $5,000,000 in Microsoft stock options. His recent trading history includes multiple transactions involving MSFT, with several purchases and sales over the past few months. This sale is part of a pattern of large trades involving MSFT, both in options and direct stock, aligning with other significant trades in Microsoft across Congress.
Source:
Rep. Gottheimer sells $250K-$500K in MSFT stock options.
Rep. Gottheimer sells $250K-$500K in Microsoft stock options.
Rep. Josh Gottheimer executed significant trades in Microsoft (MSFT) on February 14, 2025, involving both purchase and sale of stock options. The latest transaction included a sale valued between $250,001 and $500,000. Gottheimer is actively trading in MSFT, with frequent large transactions both in stock and stock options, indicating a strategy around MSFT's stock movements. Congress showed diverse trading activity in MSFT, with multiple transactions by other members as well.
Source:
CONGRESS TRADE
$AMZN
5:04 p.m.
March 7, 2025
Sen. Boozman purchases $1K-$15K in AMZN shares.
Sen. Boozman purchases $1K-$15K in AMZN; part of recent trading pattern including tech stocks like MSFT and NVDA.
Senator John Boozman from Arkansas executed a purchase transaction of Amazon stock valued between $1,001 and $15,000, recorded under joint ownership. This trade is in line with his recent transactions which include both sales and purchases, notably in tech and financial stocks. Multiple purchases in MSFT, NVDA, and recent acquisition of AMZN shares reflect a pattern towards tech exposure. Congress has seen mixed interest in Amazon stocks, with both purchases and sales recorded in recent periods by various members.
Source:
Sen. Boozman purchases $1,001-$15,000 in AMZN stock.
Sen. Boozman purchases $1,001-$15,000 in AMZN; no relevant committee oversight noted.
Sen. John Boozman made a joint purchase of Amazon stock valued between $1,001 and $15,000. This transaction is consistent with his recent activity which includes multiple purchases and sales across various stocks, such as NVDA, AXP, and MSFT. Boozman's trading activity in AMZN is part of a broader pattern of diverse and frequent transactions.
Source:
Sen. Boozman buys up to $15K in MSFT stock.
John Boozman acquires $1,001 - $15,000 in MSFT stock jointly owned.
Sen. John Boozman (AR) purchased between $1,001 and $15,000 in Microsoft stock on February 14, 2025. This purchase follows a pattern of similar purchases of MSFT and other tech-related stocks like NVIDIA and Amazon. Recent congressional activity also shows varied transactions in Microsoft stock, with a mix of purchases and sales by different members.
Source:
Sen. Boozman buys up to $15K in MSFT shares.
Sen. Boozman purchases MSFT stock jointly for $1,001 - $15,000.
Senator John Boozman made a purchase of Microsoft Corp (MSFT) stock worth between $1,001 and $15,000 on February 14, 2025, the second purchase of MSFT within the month. Previous trades by Boozman include sales in various stocks, such as Lam Research and JPMorgan, indicating a balanced trading approach. Other Congress members have also shown active trading in MSFT, with transactions ranging from sales by Sen. Shelley Moore Capito to purchases by Sen. Markwayne Mullin.
Source:
Sen. Boozman purchases $1K-$15K in MSFT stock.
Sen. Boozman purchases $1K-$15K in Microsoft stock.
Sen. John Boozman, representing Arkansas, purchased Microsoft stock valued between $1,001 and $15,000. His recent trading activities include both purchases and sales across various stocks such as NVDA, BAC, and AMZN. Other Congress members, including Shelley Moore Capito, have also traded Microsoft stock recently through partial sales.
Source:
Sen. Boozman purchases $1,001-$15,000 in MSFT stock.
Sen. John Boozman (AR) purchases $1,001-$15,000 Microsoft stock jointly.
Senator John Boozman disclosed a purchase of Microsoft (MSFT) shares, valued between $1,001 and $15,000, on February 14, 2025. This follows his earlier purchase of MSFT on February 5, 2025, indicating a possible pattern of investment in the company. Boozman's recent trades have also included shares in other tech companies, such as NVIDIA (NVDA). There has been active trading in Microsoft among members of Congress, with multiple transactions by members within a similar timeframe.
Source:
EARNINGS CALL
$CRWD
5:01 p.m.
March 4, 2025
CRWD Q4 2025: New ARR $224M up Y/Y to $4.24B, TCV $6B, AI Falcon platform adoption climbs, growth strong in cloud & identity segments
CrowdStrike boosts AI-driven Falcon platform, sees ARR at $4.24B Y/Y, gross retention stands at 97%, guides accelerated ARR in FY 2026 H2
CrowdStrike reported Q4 2025 with an impressive $224M in new annual recurring revenue (ARR), reaching a total of $4.24B for the year, representing a 23% year-over-year increase. Total contract value (TCV) for FY 2025 surged 40% year on year to $6B, driven by strategic initiatives such as the Falcon Flex subscription model, which doubled its dollar value quarter over quarter to $2.5B. Gross retention remained strong at 97%. Falcon platform saw accelerated module adoption with 67% of customers using five or more modules. CEO George Kurtz highlighted the company's success in integrating AI into security solutions, stating, "the world needs CrowdStrike," while CFO Burt Podbere noted the goal to reach $10B ARR by FY 2031. Strategies like Falcon Flex and partnerships, notably achieving $1B in AWS Marketplace sales, are driving growth. Looking ahead, CrowdStrike forecasts ARR reacceleration and operational improvements in H2 FY 2026, amidst a broader push towards consolidating cybersecurity solutions under its AI-powered Falcon platform.
Source:
EARNINGS CALL
$ZS
5:01 p.m.
March 5, 2025
ZS Q2 2025: Revenue up 23% to $648M, ARR $2.7B, operating margin 22%
Zscaler's Q2 2025 earnings reveal a 23% revenue growth to $648M, surpassing expectations; ARR hits $2.7B, operating margin at 22%.
Zscaler reported a 23% increase in revenue year-over-year in Q2 2025, reaching $648 million, exceeding expectations amidst strong demand for its Zero Trust offerings. Annual recurring revenue (ARR) grew to over $2.7 billion with a net retention rate of 115%. CEO Jay Chaudhry highlighted successful go-to-market strategies and customer interest in the Zero Trust Everywhere initiative. The company aims for $3 billion ARR by fiscal year-end. Operating profit increased by 36%, with a 2 percentage point improvement in operating margin to 22%. Free cash flow margin hit a record 22% in the quarter.
CFO Remo Canessa noted strong performance despite large deal scrutiny, with a 49% current portion of a $4.615 billion remaining performance obligation (RPO) and $743 million in calculated billings, up 18% year-over-year. Enhanced sales productivity and growth in large customer segments were key factors.
"Our sales productivity increased in Q2, driven by strong demand," noted CEO Jay Chaudhry.
Source:
EARNINGS CALL
$MDB
5:01 p.m.
March 5, 2025
MDB Q4 2025: Revenue $548.4M up 20% YoY, Atlas 24% growth, $200M buyback announced
MongoDB beats Q4 revenue estimates, reports $548.4M (up 20% YoY), Atlas growth stable; announces $200M stock buyback
MongoDB reported Q4 revenue of $548.4M, exceeding estimates and reflecting a 20% YoY growth. Atlas, MongoDB's database-as-a-service product, continues to be the main revenue driver, growing 24% YoY and making up 71% of the total revenue. Non-GAAP operating income was $112.5M with a margin of 21%. MongoDB ended the quarter with 54,500 customers.
CEO Dev Ittycheria highlighted new workload acquisition and stable Atlas consumption as key growth factors. Total Q4 consumption surpassed expectations, and retention rates remained strong. MongoDB anticipates stable consumption for Atlas in fiscal 2026 despite challenges in its non-Atlas business which faces a projected high-single-digit decline due to fewer multiyear deals. AI remains a focal point for growth as the company invests in leveraging AI for modernization. Ittycheria is bullish about the long-term potential in AI-related opportunities: "MongoDB democratizes the process of building trustworthy AI applications right out of the box."
Serge Tanjga, interim CFO, provided FY 2026 guidance with revenue expected between $2.24B and $2.28B, and announced a $200M stock buyback to offset dilution from the $220M acquisition of Voyage AI. Operating margin is projected to decrease mainly due to expected decline in high-margin non-Atlas revenue and increased investments in R&D and marketing.
MongoDB's strategic push includes expanding its application modernization efforts and continuing to emphasize its market adaptability to the AI era.
Source:
EARNINGS CALL
$MRVL
5 p.m.
March 5, 2025
MRVL Q4 2025: Revenue $1.817B up 27% YoY, AI fuels data center growth, EPS $0.60 up 40%
Marvell's Q4 2025 saw strong revenue growth, driven by data center performance, with AI contributing significantly. Revenue reached $1.817B, a 27% YoY growth, while non-GAAP EPS was $0.60. AI and Electro-Optics were major growth drivers.
Marvell's Q4 2025 earnings revealed a 27% year-over-year revenue growth to $1.817 billion, driven primarily by the data center end market, which contributed 75% of total revenue and grew 78% YoY. The company achieved a non-GAAP EPS of $0.60, a 40% sequential increase, underlining operational leverage. AI demand led to an 88% annual growth in data center revenue, exceeding the previous $1.5 billion AI target. Marvell's custom AI silicon ramped to high volume, and a significant transition from 800-gig to 1.6T Ethernet technologies was reported. The semiconductor firm's forward momentum in scaling its custom silicon business remains strong, bolstered by 2-nanometer process developments and expanding engagements with major hyperscalers. The company ends fiscal 2025 with $5.77 billion in revenue and projects continued double-digit growth in AI revenues for fiscal 2026, with plans to exceed $2.5 billion.
Source:
NEWS
TECH
1:02 p.m.
March 7, 2025
Trump to Meet Tech CEOs Amid CHIPS Act Repeal Push
President Donald Trump is set to meet with some of the biggest tech leaders as he seeks a repeal of the CHIPS Act. The meeting comes amid ongoing trade tensions and tariff concerns impacting the tech sector .
Source:
1:02 p.m.
March 7, 2025
Broadcom Stock Surges on Strong AI Chip Sales, Optimistic Outlook
Broadcom shares jumped in after-hours trading following an earnings report that beat expectations and showed continued strength in AI chip sales. The company provided an optimistic outlook for AI-driven growth .
Source:
The Nasdaq Composite slumped 2.6%, putting the tech-heavy index in correction territory. The S&P 500 dropped 1.8% and the Dow Jones Industrial Average fell 1.3% as the AI-driven tech selloff intensified . Shares of AI-related stocks like Palantir and Vistra saw double-digit percentage declines.
Source:
CONGRESS TRADE
$BWIN
1:02 p.m.
March 7, 2025
Rep. Scott Franklin sells $1M-$5M in BWIN shares.
Rep. Scott Franklin sells $1M-$5M in BWIN shares, following a previous smaller sale a day before.
Rep. Scott Franklin (FL18) conducted a major sale of BWIN stock, valued between $1,000,001 and $5,000,000. This was a joint sale made on February 7, 2025, following a smaller sale on February 6, 2025, of $15,001 to $50,000. Scott Franklin has previously engaged in other stock transactions, including both sales and purchases across various assets, but recently engaged most heavily with BWIN. This trade represents one of his most substantial recent transactions. Other recent Congressional trades in BWIN include a smaller purchase by Rep. Josh Gottheimer in 2024.
Source:
CONGRESS TRADE
$NGL
1:02 p.m.
March 7, 2025
Rep. Mark Green sells up to $250K in NGL Energy Partners LP stock.
Rep. Mark Green conducted a sale worth $100,001 - $250,000 in NGL Energy Partners LP, maintaining a consistent pattern of selling the same stock over time.
Rep. Mark Green has engaged in a pattern of selling NGL Energy Partners LP stocks, as evidenced by multiple sales over the past months, including significant sales in February 2025. His recent activity shows continued divestment from NGL, suggesting a strategic exit from this investment. This transaction is part of a broader pattern where Green has frequently reported trades in NGL, both buying and selling substantial amounts.
Source:
1:01 p.m.
March 7, 2025
AI Q4: Revenue $98.8M (+26% YoY), Generative AI adoption rising, strategic partnerships expanding
AI's revenue for the quarter ending January 31, 2025, was $98.8 million, marking a 26% increase year-over-year. The company is experiencing increased adoption of its generative AI solutions across various industries. Strategic partnerships, particularly with Microsoft, are enhancing market reach and customer engagement.
AI's financial performance for the quarter ending January 31, 2025, shows a 26% year-over-year revenue increase to $98.8 million. This growth is due to the widespread adoption of its generative AI solutions in sectors like government, healthcare, and telecommunications. The company has shifted to a consumption-based pricing model, aligning with industry standards, which is expected to make their offerings more accessible to new customers despite initially affecting revenue growth. The partnership with Microsoft is important, positioning AI as a preferred provider on Microsoft Azure and expected to boost the global adoption of enterprise AI solutions. Challenges include the need for continuous innovation, adapting to market changes, and navigating the evolving regulatory landscape for AI technologies.
Source:
NEWS
TECH
9:03 a.m.
March 7, 2025
South Korea Aims to Secure 18,000 GPUs for AI Infrastructure
South Korea has announced plans to secure 10,000 Graphics Processor Units (GPUs) by the end of this year and another 8,000 by mid-2026. This initiative is part of the country's ambitious AI computing infrastructure development plans .
Source:
NEWS
AI
9:03 a.m.
March 7, 2025
Nona Biosciences Launches AI-Assisted Drug Discovery Platform
Nona Biosciences unveiled its innovative AI-assisted drug discovery engine, Hu-mAtrIx, which integrates with the company's proprietary Harbour Mice technology. The platform aims to accelerate antibody discovery across multiple therapeutic areas, including neurodegenerative and metabolic diseases .
Source:
9:03 a.m.
March 7, 2025
Alibaba Unveils QwQ-32B AI Model to Compete with DeepSeek
Alibaba's stock jumped 8.4% after unveiling its QwQ-32B AI reasoning model, designed to compete with DeepSeek's powerful R1 model. This move signals Alibaba's intent to challenge the fast-rising AI startup that has disrupted the global tech landscape since January . Alibaba's shares have surged 74% in 2025, driven by AI expansion and strong earnings.
Source:
China's Top Tech Stocks Soar as 'Magnificent Seven' Sink
A balanced portfolio of China's seven top technology companies, dubbed the '7 titans', has gained over 40% in 2025, while US tech giants face market corrections. The surge is fueled by AI advancements like DeepSeek and supportive government policies . This trend has blindsided much of Wall Street, with Chinese tech stocks outperforming their US counterparts.
Source:
CONGRESS TRADE
$TNA
9:03 a.m.
March 7, 2025
Tim Moore buys $50K-$100K in TNA (Direxion Daily Small Cap Bull 3X ETF).
Rep. Tim Moore purchases between $50,001 and $100,000 in TNA, adding to his active trading in this ETF.
Rep. Tim Moore executed a purchase of TNA with an amount between $50,001 and $100,000. This follows a series of frequent trades in TNA, where he has alternated between buying and selling substantial amounts within a short time frame. This pattern suggests an active trading strategy in this leveraged ETF, which is designed to provide triple the daily exposure to small-cap stocks.
Source:
CONGRESS TRADE
$AMZN
9:03 a.m.
March 7, 2025
Rep. Landsman purchases up to $50K in AMZN stock jointly.
Rep. Greg Landsman (OH01) made a joint purchase of AMZN stock valued between $15,001 - $50,000.
Rep. Greg Landsman has shown frequent activity with AMZN stock, including buying and selling over the past year, with trades typically in the range of $15,001 - $50,000. The February 2025 trade is one of his latest purchases. Across Congress, there has been a mix of buying and selling of AMZN stock around similar timeframes, indicating ongoing interest among members.
Source:
9:01 a.m.
March 7, 2025
ADSK FY2025: Revenue $6.13B (+12% YoY), Subscription growth, Cloud investments driving expansion.
Autodesk reported a 12% increase in revenue for fiscal year 2025, reaching $6.13 billion, primarily driven by a 12% rise in subscription revenue. The company continues to benefit from its strategic focus on cloud services and subscription models, which have bolstered its recurring revenue streams. Challenges such as geopolitical tensions and currency fluctuations remain potential risks to its international operations.
Autodesk's fiscal year 2025 results show total net revenue of $6.13 billion, marking a 12% increase from the previous year. This growth was largely fueled by a 12% rise in subscription revenue, underscoring the success of Autodesk's transition to a subscription-based model. The company's strategic investments in cloud services have contributed significantly to its revenue expansion. Autodesk's recurring revenue accounted for 97% of its total revenue, highlighting the stability of its business model. Despite these positive developments, Autodesk faces challenges including geopolitical tensions and currency fluctuations, which could impact its international operations. The company is managing these risks while focusing on innovation and market expansion. Autodesk's recent acquisitions, such as PIX and Payapps, are expected to enhance its offerings in the media and entertainment and construction sectors, respectively, solidifying its market position.
Source:
EARNINGS CALL
$OWLT
9 a.m.
March 4, 2025
OWLT Q4 2024: Revenue $20.5M beats, gross margin 53.5%, Owlet 360 launch; Annual revenue $78.1M, 45% growth
Owlet saw strong Q4 metrics with $20.5M revenue, 53.5% gross margin, and positive adjusted EBITDA, launching the Owlet 360 subscription service.
Q4 2024 was exceptional for Owlet as revenue rose to $20.5M, showing 37% growth, driven by strong demand for the Dream Sock and Duo products. Gross margins increased to 53.5% in Q4, up 650 bps from the previous year. This was backed by a significant international revenue growth of 45% YoY, notably in the UK and Germany. Owlet's 360 subscription service launched with initial attach rates of 12%, and the service targets high engagement with value-driven features, aligning with their medical-grade baby monitor's FDA clearance. The service aims to enhance recurring revenue streams and broaden telehealth capabilities in 2025. CEO Kurt Workman affirmed Owlet's progression into a comprehensive pediatric health platform, with plans to expand insurance coverage for Baby Sat and market reach for the Dream Sock, leveraging successful market penetration strategies in the US and international markets. CFO Amanda Twede Crawford reported a strong year with record revenue of $78.1M for 2024, achieving positive adjusted EBITDA for the last three quarters. 2025 projections include revenue between $88M to $92M with continued margin expansion, despite increased operating costs related to legal settlements.
Source:
C3.ai Reports Strong Growth and Expanded Microsoft Partnership
C3.ai (AI) is benefiting from strong demand for its Generative AI solutions and an expanding partner base. The company finalized 47 agreements through its partner network in Q3 fiscal 2025, marking a 74% year-over-year increase. C3.ai has also expanded its partnership with Microsoft to accelerate enterprise AI adoption.
Source:
NEWS
MARKET
10:07 p.m.
March 6, 2025
President Trump Pauses Mexico and Canada Tariffs Until April 2
President Trump announced a pause on 25% tariffs on U.S. imports from Mexico and Canada until April 2. This decision comes after discussions with Mexico's president. The news may impact various sectors, including technology and manufacturing.
Source:
Nvidia and Other Chip Stocks Drop as AI Trade Falters
Nvidia (NVDA) and several other semiconductor stocks declined in early trading as momentum in the artificial intelligence sector diminished. Shares of Nvidia fell over 2%, while other companies like AMD, Broadcom, and TSMC also saw stock price drops. The tech-focused Nasdaq composite index fell by 1%, with concerns over new US tariffs and stricter chip export regulations weighing on the market.
Source:
INSIDER TRADE
$ABNB
10:07 p.m.
March 6, 2025
ABNB: Mertz Elinor S-Sale $1,739,045.82 total in 2 trades
Multiple trades executed today totaling 2 transactions
Details:
- S-Sale 6,086.0 shares at $141.87
- S-Sale 6,250.0 shares at $140.1
Source:
EARNINGS CALL
$SSYS
10:01 p.m.
March 5, 2025
SSYS Q4 2024: Revenue $150.4M, non-GAAP EPS $0.12, 9.6% EBITDA margin, strong cash position
Stratasys achieved a 9.6% adjusted EBITDA margin in Q4 2024, maintaining a strong balance sheet with $150.7M in cash and no debt.
Stratasys reported Q4 2024 revenue of $150.4M, down 3.8% YoY. Q4 2024 adjusted EBITDA was $14.5M, equating to a 9.6% margin. Non-GAAP EPS for the quarter reached $0.12, up from $0.02 last year. The company's improved gross margin, 49.6% in Q4, reflects operational efficiency gains. Despite a 6.9% revenue dip for the full year post-divestment, Stratasys expanded annual adjusted gross margin by 100 basis points to 49.2%. The strategic focus on end-part manufacturing and innovations in FDM technology supports future scalability. Fortissimo Capital's $120M investment will enhance financial stability. CEO Yoav Zeif emphasized strong customer engagement and pipeline visibility despite macroeconomic headwinds, with optimism in segments like dental and aerospace. For 2025, Stratasys is guiding for revenue of $570M-$585M and non-GAAP EPS of $0.28-$0.35. CFO Eitan Zamir noted improved cash flow expectations due to previously announced cost-saving measures, which are now fully in effect.
Source:
EARNINGS CALL
$PLUG
10:01 p.m.
March 4, 2025
Plug Power Q4 2024: Revenue $191M misses, targets $150M-$200M annual savings through Project Quantum Leap, slower hydrogen growth impacts.
Plug Power announces cost-cutting measures under Project Quantum Leap for $150M-$200M annual savings, slower market growth than expected impacts Q4 revenue at $191M, FY revenue $629M, and Q4 cash burn reduced by 70% YoY.
Plug Power implemented Project Quantum Leap to streamline costs, including staff reduction and facility consolidation, targeting $150M-$200M in annual savings. CEO Andy Marsh stated the restructure is due to slower hydrogen market development and geopolitical factors. Focus areas include material handling, electrolyzers, and hydrogen generation to support it, emphasizing strong policy backing and well-integrated value chains. The company achieved $120M improvement in service and hydrogen margins, despite Q4 revenue of $191M being below expectations due to warrant charges and delayed customer projects. Cash burn reduced by 70% YoY and the electrolyzer business showed growth with large-scale projects underway. The DOE loan for the Texas project remains active, and the company remains focused on long-term growth in green hydrogen applications globally. CFO Paul Middleton noted non-cash charges in Q4 for asset impairments, targeting improved margins, and cashflow in 2025 with strategic cost reductions and new joint ventures. The company aims to drive significant bookings in the coming year, despite challenges in the broader market environment.
Source:
EARNINGS CALL
$CYRX
10 p.m.
March 4, 2025
Cryoport Q4 2024: Revenue $228.4M matches expect; 37% jump in cell & gene therapy sales
Cryoport's Q4 2024 leveraged strong growth in Life Sciences Services with 37% increase in commercial cell and gene therapy revenues, amidst challenging market conditions.
Cryoport reported Q4 2024 with total annual revenues of $228.4 million, reflecting a double-digit year-over-year growth in Life Sciences Services, particularly in BioStorage and BioServices. The commercial cell and gene therapy revenue grew by 37% for the quarter and 20% for the full year. The company supported 701 clinical trials, up by 26 from the previous year. Gross margins improved to 45.8% from 40.6% year-over-year due to cost management initiatives, positioning them for positive adjusted EBITDA in 2025. CEO Jerrell Shelton highlighted the company's strategic expansions, including the new IntegriCell facilities, which promise to drive future revenues.
Source:
EARNINGS CALL
$VEEV
10 p.m.
March 5, 2025
VEEV Q4 2025: Revenue $721M above guidance, annual $2.75B, strong clinical gains with 9 of top 20 pharma using EDC
Veeva Q4 2025: Revenue $721M beats guidance, full-year total $2.75B, continued growth in clinical with 9 of top 20 using EDC
Veeva Systems reported Q4 2025 revenue of $721 million, exceeding guidance and contributing to a full-year total of $2.75 billion. Non-GAAP operating income for the quarter was $308 million, with the full year at $1.15 billion. The company highlighted significant advancements in its AI strategy and clinical product adoption, with 9 of the top 20 pharmaceutical companies now committed to Veeva's EDC system. Peter Gassner, CEO, emphasized speed and strategic alignment driving new large pharma deals. He stated, "The year was about looking forward...we announced our planned expansion into new markets." CEO Gassner outlined strategic customer relationships and innovation as drivers of future growth.
Source:
NVIDIA Leads Best-Performing Tech Stocks for March 2025
NVIDIA Corp (NVDA) tops the list of best-performing technology stocks with a 59.63% year-to-date performance. Other top performers include Broadcom Inc (AVGO) and Fortinet Inc (FTNT), with 58.88% and 56.81% gains respectively.
Source:
5:06 p.m.
March 6, 2025
Tech Giants Join Energy Innovation Summit at CERAWeek 2025
CERAWeek 2025, the world's leading energy conference, will feature prominent leaders from tech giants including Microsoft, AWS, and Google. The event will showcase over 250 startups and explore key themes such as AI, decarbonization, and climate sustainability.
Source:
NEWS
AI
5:06 p.m.
March 6, 2025
Pentagon to Build AI for War Planning in Europe and Asia
The Pentagon has hired Scale AI to prototype an artificial intelligence program called Thunderforge for military campaign planning and threat anticipation. The system aims to accelerate decision-making in the European and Indo-Pacific regions using advanced large language models and AI-driven simulations.
Source:
5:06 p.m.
March 6, 2025
Shield AI Raises $240M at $5.3B Valuation
Shield AI, a deep-tech company building autonomy software for defense aircraft, has raised $240 million in a strategic funding round. The financing, which values the company at $5.3 billion, will be used to expand deployment of its Hivemind Enterprise platform.
Source:
INSIDER TRADE
$IHRT
5:04 p.m.
March 6, 2025
IHRT CEO Robert Pittman purchases $320K in stock.
CEO Robert Pittman recently purchased 200,000 shares, increasing his ownership to over 4.2 million shares.
Robert Pittman, Chairman and CEO of IHRT, purchased 200,000 shares at $1.6002 each, totaling $320,040. This transaction increases his total holdings to 4,241,389 shares. In the current quarter, IHRT has seen 14 acquisition transactions totaling 2,517,027 shares and 6 disposition transactions totaling 128,156 shares. Pittman's purchase aligns with the company's recent trend of acquisitions outpacing dispositions.
Source:
EARNINGS CALL
$BOX
5 p.m.
March 4, 2025
BOX Q4 2025: Revenue $280M up 6% YOY, EPS $0.42 exceeds guidance, Enterprise Advanced gains traction
BOX reports Q4 2025 revenue at $280M, up 6% YOY; EPS $0.42, 1 cent above guidance; Enterprise Advanced drives demand
Box's Q4 2025 revenue reached $280 million, marking a 6% increase year-over-year, with EPS achieving $0.42, beating guidance by $0.01. The company highlighted the successful launch and early traction of their new Enterprise Advanced plan, which contributed significantly to new business, particularly in workflows and intelligent metadata extraction. CEO Aaron Levie mentioned closing several dozens of Enterprise Advanced deals in Q4, signaling strong market demand. Box also saw positive impacts from AI initiatives, including BoxAI, contributing to product differentiation and client retention. CFO Dylan Smith indicated continued growth in higher-value customer contracts, with significant increases in their attached rate of multi-product suite sales, now at 60% of total Q4 revenue, up from 55% a year ago. The company reported record free cash flow of $305 million for FY 2025, a 13% increase. For FY 2026, Box guides for 6% revenue growth and aims to continue leveraging AI-driven innovations to bolster their platform's capabilities.
Source:
US stock futures point sharply lower amid market swings over tariffs
U.S. stock futures are indicating a sharp decline as market volatility continues around the implementation of tariffs. Nasdaq futures are down 1.4%, while Dow Jones Industrial Average and S&P 500 futures are down around 1%.
Source:
1:07 p.m.
March 6, 2025
Google tests new AI Mode for more complex search queries
Google is testing an AI Mode to handle more complicated search queries, building on its AI Overviews product introduced last year. The new AI Mode aims to provide more comprehensive answers to users' complex questions directly.
Source:
CONGRESS TRADE
$BITB
1:07 p.m.
March 6, 2025
Sen. McCormick purchases $50K-$100K in Bitwise Bitcoin ETF.
Sen. David H McCormick purchases $50,001-$100,000 in Bitwise Bitcoin ETF.
Sen. David H McCormick made multiple purchases of BITB, a Bitwise Bitcoin ETF, in February 2025, with the largest being $50,001-$100,000. This indicates a strong interest in cryptocurrency-related assets. There is no recent significant trading in BITB by other Congress members, suggesting this might be a personal investment strategy.
Source:
Sen. McCormick purchases up to $50K in BITB ETF.
Sen. David H McCormick purchased $15,001 - $50,000 in Bitwise Bitcoin ETF.
Senator David H McCormick executed two purchase transactions in the Bitwise Bitcoin ETF (BITB), totaling between $65,002 and $150,000 during late February 2025. This recent trade follows a similar purchase, as well as a significant full sale of Rumble Inc stock earlier in January. Other Congress members appear to have also been active in trading BITB during the same timeframe, indicating a potential trend among legislators.
Source:
CONGRESS TRADE
$BITB
1:06 p.m.
March 6, 2025
Rep. McCormick acquires up to $100K in Bitwise Bitcoin ETF amidst crypto interest.
Rep. McCormick purchases $50K-$100K in Bitwise Bitcoin ETF, coinciding with ongoing personal investment in the fund.
Rep. Dave McCormick purchased Bitwise Bitcoin ETF shares valued between $50,001 and $100,000. This adds to his continuous investment in BITB, with recent purchases totaling up to $150,000 across multiple transactions. His trading pattern reflects a focused interest in cryptocurrency-related assets, evident from multiple transactions in the same ETF over a short period. Other Congress members, including Sen. David McCormick, have also engaged in similar transactions with BITB, indicating active trading interest from multiple Congress peers in the ETF.
Source:
Dave McCormick purchases $15K-$50K in BITB, continuing Bitcoin ETF investments.
Dave McCormick purchases $15,001-$50,000 in BITB, reflecting ongoing interest in cryptocurrency-related assets.
Dave McCormick purchased $15,001-$50,000 in BITWISE BITCOIN ETF (BITB) on February 26, 2025, following a prior purchase of $50,001-$100,000 in BITB on February 25, 2025. McCormick's trading shows a continued focus on BITB, as he engaged in two recent purchases within consecutive days in February 2025. Other recent trades include substantial investments in diverse sectors such as energy, retail, and finance, but recent activity highlights a concentrated interest in Bitcoin-related ETFs.
Source:
EARNINGS CALL
$AVAV
1:01 p.m.
March 4, 2025
AVAV Q3 2025: Revenue $167.6M, down 10% YoY; backlog hits $764M; guidance lowered due to LA windstorms and work stoppages.
AeroVironment's Q3 revenue of $167.6 million, down 10% YoY. Backlog reached a record $764 million. Guidance lowered due to LA windstorms and work stoppages.
AeroVironment's Q3 2025 revenue was $167.6 million, decreasing 10% from the previous year. The company faced operational disruptions due to unprecedented windstorms in Los Angeles and unexpected stop work orders from the US DOD, which significantly impacted their quarterly performance and forced a reduction in annual revenue and EPS guidance. Despite these headwinds, the loitering munition segment grew 46% YoY, powered by Switchblade 600 sales. Wahid Nawabi highlighted that the company's backlog reached a record $764 million, positioning it for a strong Q4 and fiscal 2026. The BlueHalo acquisition is set to bring additional counter-UAS, space technologies, and directed energy solutions to their portfolio, with the transaction expected to close in Q2 2025. "We are very well poised for a strong, accelerating growth and profitable year for fiscal 2026," said Wahid Nawabi, CEO.
Source:
EARNINGS CALL
$GTLB
1:01 p.m.
March 3, 2025
GTLB Q4 2025: Revenue $211M, +29% YoY, Ultimate 50% of ARR, AI adoption gains
Q4 2025 saw 29% revenue growth driven by GitLab Ultimate, strong ARR gains, and strategic partnerships
GitLab reported a Q4 2025 revenue of $211 million, a 29% rise year-over-year, surpassing expectations. Non-GAAP operating margin increased to 18%, improving by 960 basis points. ARR for customers with at least $100,000 increased by 29% year-over-year. The company highlighted strong performance of GitLab Ultimate, which now constitutes 50% of total ARR. Contribution from GitLab Duo supported revenue outcomes, driven by AI integrations. Notable customer wins include Barclays and Capgemini. Brian Robbins, CFO, stated, "Q4 was a strong quarter for our enterprise segment." Guidance for FY2026 predicts revenue growth of 24% year over year, ranging between $936 million to $942 million. GitLab anticipates a continued focus on AI, with incremental innovations across their platform planned.
Source:
EARNINGS CALL
$CRWD
1:01 p.m.
March 4, 2025
CRWD Q4 2025: Net new ARR $224M, total contract value $6B, Falcon Flex drives growth, AI innovation emphasized
Q4 net new ARR $224M, total contract value $6B, Falcon Flex drives platform adoption, AI innovation leads future growth.
CrowdStrike reported Q4 2025 ending ARR of $4.24 billion, with $224 million in net new ARR, achieving record total contract value of $6 billion, growing 40% YoY. Falcon Flex model enabled $1 billion in Q4 deal value, enhancing module adoption and accelerating market commitment. Subscription revenue surpassed $1 billion in Q4, up 27% YoY. CEO George Kurtz emphasized AI's strategic role, with Falcon platform central to security solutions and enabling deployments for more than 74,000 organizations. Kurtz stated, "We're finding customers ahead of schedule in their demand plan in consuming the flex." CFO Burt Podbere noted record Q4 operating income of $837.7 million, non-GAAP net income of $261 million or $1.03 per share. Gross retention rate was strong at 97%, while free cash flow reached $1.07 billion for FY 2025. Forecasts for FY 2026 include revenue growth of 20%-22%, with focus on AI-led innovation and module adoption.
Source:
EARNINGS CALL
$RGTI
1:01 p.m.
March 5, 2025
RGTI Q4 2024: Revenue $2.3M misses est, contracts weigh margins, Quanta partnership boosts cash
Rigetti's Q4 shows revenue drop to $2.3M, new milestone with Ankaa-3 and strategic partnership with Quanta with a $250M commitment.
Rigetti announced a strategic partnership with Quanta Computer, committing over $100M each towards superconducting quantum technology. Revenue for Q4 2024 decreased to $2.3M from $3.4M YoY, influenced by lower-margin contracts. Gross margin dropped to 44% from 75% YoY, primarily due to ongoing contracts with the UK's NQCC. Operating expenses were stable at $19.5M compared to $19.7M in Q4 2023. Rigetti introduced the 84-qubit Ankaa-3 system, achieving a 99.0% iSWAP gate fidelity and 99.5% fSim gate fidelity. CEO Subodh Kulkarni emphasized strategic advancements stating, "We believe that superconducting qubits are the winning modality for quantum computers given their fast speeds and scalability." The Quanta partnership includes a $35M stock purchase pending regulatory clearance, boosting Rigetti's cash position and backing its quantum computing development roadmap.
Source:
EARNINGS CALL
$ZS
1 p.m.
March 5, 2025
ZS Q2 2025: Revenue $648M up 23% YoY, ARR $2.7B, 115% NRR, operating profit up 36%
Zscaler reported 23% year-over-year revenue growth and a 36% increase in operating profit for Q2 2025, driven by strong SaaS sales and Zero Trust architecture adoption.
Zscaler's Q2 2025 revenue rose 23% year-over-year to $648 million with annual recurring revenue (ARR) reaching over $2.7 billion, reflecting a similar 23% growth. Net retention rate improved to 115%. The company's calculated billings grew 18% to $743 million. CEO Jay Chaudhry highlighted strong demand for their Zero Trust platform, which drove both new and upsell business, noting that billings and ARR exceeded guidance. Sales productivity improved and free cash flow margin reached 22%. Zscaler's platform expansions, particularly in Zero Trust architecture, are aimed at transforming legacy security stacks and attracted significant new deals, including a notable 8-figure contract with a national government. Looking ahead, Zscaler expects to surpass $3 billion in ARR by fiscal year-end, driven by ongoing adoption of AI-powered solutions and Zero Trust initiatives.
Source:
EARNINGS CALL
$MDB
1 p.m.
March 5, 2025
MDB Q4 2025: Revenue $548.4M rises 20% YoY, Atlas up 24%, EPS $1.28 exc. estimates.
Q4 2025 revenue $548.4M, up 20% YoY, led by 24% Atlas growth. Non-GAAP EPS $1.28.
MongoDB's Q4 2025 revenue reached $548.4 million, increasing by 20% year-over-year, surpassing guidance. Atlas, which accounts for 71% of revenue, grew by 24%. Non-GAAP operating income was $112.5 million with a 21% margin. The full fiscal year exceeded $2 billion in revenue, expanding 19%. MongoDB's customer base increased to over 54,500, with a significant portion attributed to Atlas. The company is investing heavily in AI capabilities and plans for stable Atlas consumption in fiscal 2026, despite a forecasted high-single-digit decline in non-Atlas revenues.
Source:
EARNINGS CALL
$MRVL
1 p.m.
March 5, 2025
MRVL Q4 2025: Revenue $1.817B beats est, strong AI data center growth, EPS $0.60 exceeds guidance
Marvell surpasses revenue and EPS guidance, driven by strong AI-focused data center growth and increasing custom silicon programs. Record operating cash flow and elevated capital returns to shareholders highlight overall positive momentum. Custom ASICs and Electro-Optics serve as key revenue drivers into 2026 and beyond.
In its Q4 2025 earnings call, Marvell reported record revenue of $1.817 billion, surpassing the midpoint of its guidance with a 27% annual increase, driven significantly by its data center business. The key growth areas were strong AI demand along with a successful execution of custom silicon programs and Electro-Optics products. The data center segment accounted for 75% of total revenue, with AI and cloud portions contributing massively to sequential growth. Marvell achieved GAAP profitability and impressive non-GAAP earnings per share of $0.60, underscoring effective cost management and significant leverage across its business model. Marvell's fiscal year revenue totaled $5.77 billion, reflecting a strong 88% year-over-year escalation in data center revenue. Custom silicon programs, particularly for key hyperscaler partners, reached high-volume production, bolstering fiscal 2025 achievements. The company indicated expectations to significantly exceed its previous AI revenue target of $2.5 billion for fiscal 2026. Operating cash flow set a new record at $1.68 billion, while shareholder returns through stock repurchases and dividends amounted to $933 million. Marvell's strategy to focus heavily on data centers with advanced technology platforms and AI infrastructure continues to show strong results and optimistic future prospects, with management forecasting solid year-over-year revenue growth for fiscal 2026.
Source:
NEWS
TECH
9:03 a.m.
March 6, 2025
Smiles SuperApp partners with Tencent Cloud for digital commerce in UAE
Smiles, e& UAE's SuperApp, has partnered with Tencent Cloud to enhance digital commerce in the UAE. The integration will allow partner brands to seamlessly onboard as 'mini apps' within Smiles, mirroring the successful WeChat model.
Source:
9:03 a.m.
March 6, 2025
Broadcom set to report quarterly results amid AI chip demand
Semiconductor company Broadcom is scheduled to release its quarterly results after tomorrow's closing bell. The company's stock has gained 2.5% today, with investors anticipating strong performance driven by demand for AI chips.
Source:
NEWS
AI
9:03 a.m.
March 6, 2025
OpenAI to launch high-end AI agents with monthly fees up to $20,000
OpenAI is planning to release several 'AI agent' products, including a 'PhD-level research' agent priced at $20,000 per month. The company is also developing a software developer agent ($10,000/month) and a 'high-income knowledge worker' agent ($2,000/month).
Source:
Amazon has introduced Alexa Plus, a generative AI-powered upgrade that can handle complex tasks like ordering groceries and booking reservations. The service is free for Prime members and integrated across most existing Alexa devices, positioning it as a direct competitor to Google Gemini and Apple's upgraded Siri.
Source:
CONGRESS TRADE
$TNA
9:03 a.m.
March 6, 2025
Rep. Tim Moore sells $50K to $100K in TNA ETF.
Rep. Tim Moore sells $50,001 to $100,000 in TNA ETF.
Representative Tim Moore disclosed a sale valued between $50,001 and $100,000 in the Direxion Daily Small Cap Bull 3X ETF (TNA). Rep. Moore's recent trading history shows multiple transactions in TNA throughout January 2025, indicating active trading in this ETF. No specific committee relevance is provided for oversight of ETFs in his trading disclosures.
Source:
Rep. Tim Moore sells up to $500K in Harley-Davidson stock.
Rep. Tim Moore sells between $250,001 and $500,000 in HOG stock.
Rep. Tim Moore has made a significant sale of Harley-Davidson Inc stock, following a series of trades in January including multiple purchases and sales of HOG. His recent trading also shows activity in Ford and Direxion Daily Small Cap Bull 3X ETF. In the broader context, Congress members have recently engaged in multiple transactions involving Harley-Davidson.
Source:
Tim Moore sells up to $250K in Ford stock.
Rep. Tim Moore sells between $100K and $250K worth of Ford stock.
Rep. Tim Moore executed a sale of Ford stock, valued between $100,001 and $250,000 on January 7, 2025. This sale follows a pattern of active trading by Moore in Ford, with additional purchases and sales in the same month, including a purchase on January 6 and 8, and a smaller sale on January 21. Moore's trading activity in Ford fits within broader Congressional trading patterns, with other members, such as Gil Cisneros and Ro Khanna, also engaging in transactions involving Ford in recent times.
Source:
Rep. Tim Moore sells up to $500K in TNA ETF.
Rep. Tim Moore sells between $250,001 and $500,000 of TNA, a leveraged small cap ETF.
Rep. Tim Moore engaged in a high-value sale of TNA ETF, offloading between $250,001 and $500,000 of this asset. Moore's recent trading activity shows frequent transactions in TNA, including both buys and sells of significant amounts within a short period, indicating a possibly strategic trading pattern in this leveraged small cap ETF. No specific congressional committee oversight related to TNA is indicated for Moore.
Source:
Tim Moore purchases up to $500K in TNA ETF.
Tim Moore makes a significant purchase in TNA ETF.
Tim Moore purchased between $250,001 and $500,000 of the Direxion Daily Small Cap Bull 3X ETF (TNA) on January 13, 2025. This is part of a series of transactions involving TNA, showing an alternating pattern of buying and selling substantial amounts within a short period. The latest transaction continues his active trading strategy in this leveraged ETF, which may involve market timing or volatility strategies.
Source:
Rep. Tim Moore sells $250K-$500K in TNA.
Rep. Tim Moore sells $250K-$500K in TNA, reflecting activity in Direxion Daily Small Cap Bull 3X ETF.
Rep. Tim Moore executed a sale of TNA (Direxion Daily Small Cap Bull 3X ETF) valued between $250,001 and $500,000. His recent trading history shows repetitive transactions in TNA, including multiple purchases and sales within short time frames, indicating active trading in this ETF. There is no available context regarding any committee assignments relevant to this trade.
Source:
Rep. Moore sells $100K-$250K in TNA.
Rep. Tim Moore sold TNA shares valued between $100,001 and $250,000.
Rep. Tim Moore executed a sale of shares in Direxion Daily Small Cap Bull 3X ETF (TNA) valued between $100,001 and $250,000 on January 2, 2025. This is part of a frequent trading pattern in TNA, with multiple transactions in January 2025 involving both purchases and sales. There is no available information linking this ETF to a specific congressional oversight committee. Recent congressional activity shows Rep. Moore's consistent trading in TNA.
Source:
CONGRESS TRADE
$BWIN
9:03 a.m.
March 6, 2025
Rep. Scott Franklin sells $1M to $5M in BWIN stock.
Rep. Scott Franklin (FL18) conducts a major sale of BWIN stock for $1M-$5M.
Rep. Scott Franklin disclosed a significant sale of BWIN (Brp Group Inc) stock, valued between $1,000,001 and $5,000,000, on February 7, 2025. This sale follows a smaller transaction involving the same stock on February 6, 2025. Rep. Franklin's recent trading history shows a pattern of both purchases and sales across various stocks, with no clear committee oversight context provided for BWIN. In the broader context, another member, Rep. Josh Gottheimer, also traded BWIN stock recently, highlighting continued Congressional interest and activity in this stock.
Source:
CONGRESS TRADE
$NGL
9:03 a.m.
March 6, 2025
Rep. Mark Dr Green sells substantial NGL stock holdings.
Rep. Mark Dr Green divests $100K-$250K of NGL Energy stock, continuing his ongoing trading pattern in this stock.
Rep. Mark Dr Green sold $100K-$250K of NGL Energy Partners LP stock on February 18, 2025. This is part of a broader pattern of sales, with previous transactions in January 2025 totaling up to $1,250,000. Historically, Rep. Green has been actively trading NGL stock, with transactions dating back several years, indicating a strong focus on this asset.
Source:
CONGRESS TRADE
$VAW
9:03 a.m.
March 6, 2025
Sen. Mullin sells $100K-$250K in VAW holdings.
Sen. Mullin sold $100K-$250K in Vanguard Materials ETF (VAW) holdings.
On February 13, 2025, Sen. Markwayne Mullin executed a joint sale of Vanguard Materials ETF (VAW) valued between $100,001 and $250,000. Recent trading activity for Sen. Mullin includes a mix of purchases and sales in various stocks, notably selling holdings in both AMD and HON on the same date. There is no prior record of Mullin trading in VAW or further context linking committee assignments to this trade.
Source:
Sen. Mullin sells $50K-$100K in AMD stock.
Sen. Markwayne Mullin from Oklahoma executed a full sale of AMD stock, valued between $50,001 and $100,000.
Sen. Mullin sold $50,001-$100,000 worth of AMD stock on February 13, 2025. Recent trades have been diverse, with purchases in AMZN and MSFT, and sales in VAW and HON, indicating no consistent trend. Congress members, including Mullin, have been engaging in transactions involving AMD, though no common pattern indicates rapid activity in this stock by multiple members.
Source:
Sen. Mullin invests in $50K-$100K of MSFT stock.
Sen. Markwayne Mullin purchases $50,001 - $100,000 in Microsoft stock.
Senator Markwayne Mullin from Oklahoma purchased $50,001 - $100,000 worth of Microsoft stock, consistent with his recent trading pattern which includes purchases in other technology and industrial stocks like Amazon and L3Harris. This purchase is part of recent congressional activity involving Microsoft, which has seen mixed trading behaviors among members, including sales by Sen. Tommy Tuberville and Sen. Shelley Moore Capito.
Source:
Sen. Mullin sells $100K-$250K in Vanguard Materials ETF.
Sen. Mullin sells $100K-$250K in Vanguard Materials ETF, a major transaction in his portfolio.
Sen. Markwayne Mullin (OK) executed a full sale of Vanguard Materials ETF valued between $100,001 and $250,000 on February 13, 2025. This sale is notable due to its size compared to his other recent trades, which typically range up to $50,000. Mullin has a diverse trading history with recent activity across various sectors, including technology (Microsoft, AMD), retail (TJX), and financial services (Goldman Sachs). This transaction represents significant diversification within his joint investment portfolio. No further Congress trading activity in VAW is recorded beyond Mullin's sale.
Source:
Sen. Mullin acquires up to $100K in Accenture stock.
Sen. Mullin purchases $50K-$100K in ACN; no committee oversight context available.
Sen. Mullin purchased Accenture PLC stock valued between $50,001 and $100,000. This purchase is part of a pattern of trading that includes other major transactions in stocks such as Microsoft, AMD, and L3Harris Technologies. Recent trading of ACN among Congress members varies, with sales from Sen. Tommy Tuberville and purchases and sales by Sen. Shelley Moore Capito's spouse.
Source:
Sen. Mullin purchases $50-100K in ACN stock.
Sen. Mullin purchases $50K-$100K in Accenture, joint ownership.
Sen. Markwayne Mullin, representing Oklahoma, recently purchased between $50,001 and $100,000 in Accenture PLC (ACN) stock. The ownership is reported as joint. Sen. Mullin has been active in stock trading, with recent acquisitions in multiple companies, including Microsoft, Amazon, and LPL Financial Holdings. Congress member trading activity in Accenture has been mixed, with recent sales reported by other members such as Shelley Moore Capito and Tommy Tuberville.
Source:
Sen. Markwayne Mullin purchases up to $100K in LPLA stock.
Sen. Markwayne Mullin buys stock in LPL Financial Holdings with prior similar trades in the financial sector.
Senator Markwayne Mullin has disclosed a joint purchase of LPLA stock, ranging between $50,001 and $100,000. This transaction is part of a broader pattern of active trading, including recent purchases and sales in various sectors, such as technology and finance. Mullin's prior trades with LPLA include similar amounts, coinciding with his active trading strategy across various other companies.
Source:
Sen. Mullin buys $50K-$100K in LPLA.
Sen. Markwayne Mullin purchases $50K-$100K in LPL Financial Holdings.
Sen. Markwayne Mullin executed a purchase of LPL Financial Holdings Inc stock valued between $50,001 and $100,000. Recently, Mullin has been actively trading in a variety of securities, including notable amounts in companies like Microsoft and Accenture. This trade in LPLA aligns with his recent pattern of diverse investment activities. No specific committee oversight context is indicated for the trade in LPLA.
Source:
INSIDER TRADE
$ABNB
9:02 a.m.
March 6, 2025
ABNB: Chesky Brian S-Sale $4,782,146.17 total in 4 trades
Multiple trades executed today totaling 4 transactions
Details:
- S-Sale 13,287.0 shares at $140.6271
- S-Sale 5,118.0 shares at $144.2576
- S-Sale 11,972.0 shares at $142.7335
- S-Sale 3,300.0 shares at $141.3691
Source:
9:01 a.m.
March 6, 2025
EDIT 2024: No revenue from product sales, significant net loss of $237M, focus on CRISPR technology development.
Editas Medicine has not generated revenue from product sales and reported a net loss of $237 million for 2024. The company is heavily invested in developing CRISPR-based genome editing technologies, facing significant regulatory and development challenges. They anticipate needing substantial additional funding to continue operations and commercialize any future products.
Editas Medicine's 10-K filing reveals a company deeply engaged in the development of CRISPR-based genome editing technologies, yet still in the preclinical or research stage for all its programs. The company has not generated revenue from product sales and reported a net loss of $237 million for the year 2024. This loss is attributed to ongoing research and development expenses, as well as operational costs. Editas is focused on advancing its CRISPR technology, which remains a novel and complex field with significant regulatory hurdles. The company acknowledges the high risk of failure in its research programs and the potential for significant delays and costs associated with regulatory approvals. Editas has entered into various collaborations and licensing agreements to support its development efforts, but these also come with financial obligations and dependencies. The company anticipates needing substantial additional funding to continue its operations and eventually commercialize any approved products. The intellectual property landscape for CRISPR technology is highly dynamic, posing additional challenges in securing and maintaining necessary patents. Despite these challenges, Editas remains committed to its mission of developing innovative genome editing therapies.
Source:
NEWS
TECH
10:02 p.m.
March 5, 2025
Voyager Technologies Adds Space-Based Biopharma Company to Science Park
Voyager Technologies has added Space LiinTech, a South Korea-based space biopharma company, to its George Washington Carver Science Park. This partnership aims to accelerate drug development and discovery using space-based research.
Source:
NEWS
MARKET
10:02 p.m.
March 5, 2025
Ramp's Valuation Reaches $13B After Share Sale
Fintech company Ramp has achieved a $13 billion valuation following a $150 million secondary share sale. The increased valuation highlights strong investor confidence in Ramp's financial automation platform.
Source:
10:02 p.m.
March 5, 2025
Apple Unveils New MacBook Air with M4 Chip
Apple introduced the new MacBook Air featuring the M4 chip, up to 18 hours of battery life, and a new sky blue color option. The laptop now starts at a lower price of $999, offering improved performance and a 12MP Center Stage camera.
Source:
INSIDER TRADE
$ADI
10:01 p.m.
March 5, 2025
ADI CEO Vincent Roche sells $2.3M in stock.
Vincent Roche has consistently sold 10,000 shares monthly since November 2024.
Vincent Roche, CEO of ADI, sold 10,000 shares at $232.62 each, totaling $2,326,200. This sale is part of a pattern, as Roche has sold 10,000 shares multiple times in recent months, including sales on February 26, January 2, and December 11. In the current quarter, ADI has seen 7 disposed transactions totaling 52,278 shares, indicating a trend of consistent share sales by insiders.
Source:
INSIDER TRADE
$ABNB
10:01 p.m.
March 5, 2025
Airbnb CEO Brian Chesky sells $6.2M in stock.
Brian Chesky has been actively selling shares, with multiple transactions in March 2025.
On March 3, 2025, Brian Chesky, CEO and Chairman of Airbnb, sold 43,246 shares at $143.4582 each, totaling $6,203,993.32. Chesky's recent activity includes several sales in March, with a total of 74 disposed transactions this quarter, amounting to 2,369,494 shares. This pattern of selling aligns with his ongoing trend of reducing his holdings.
Source:
NEWS
AI
5:03 p.m.
March 5, 2025
US Reassesses AI Leadership Strategy Amid Chinese AI Advancements
The release of the Chinese open large language model DeepSeek-R1 has prompted US policymakers to reassess their strategy for maintaining AI leadership. The development reveals that American efforts, including export controls on AI chips, have fallen short of their objectives. Experts suggest a more holistic approach to sustaining US AI leadership.
Source:
5:03 p.m.
March 5, 2025
Apple Launches New iPad Air with M3 Chip and Updated Entry-Level iPad
Apple has unveiled the iPad Air powered by the M3 chip, available in 11-inch and 13-inch display sizes, starting at Rs 59,900. The company also introduced an upgraded entry-level iPad with the A16 chip, priced at Rs 34,900. Both devices are available for pre-order with sales starting March 12.
Source:
5:03 p.m.
March 5, 2025
NVIDIA Announces GTC 2025 Conference Featuring CEO Jensen Huang's Keynote
NVIDIA's GTC 2025, the world's premier AI conference, will take place March 17-21 in San Jose, California. CEO Jensen Huang will deliver the keynote on March 18, focusing on AI and accelerated computing technologies. The event will feature over 1,000 sessions and 2,000 speakers, showcasing NVIDIA's AI and computing platforms across various industries.
Source:
EARNINGS CALL
$OKTA
5 p.m.
March 3, 2025
Okta Q4 Revenue $775M, net income $22M; over $1B in Q4 bookings, CRPO up 25%
Okta Q4 Revenue $775M, net income $22M; over $1B in Q4 bookings, CRPO up 25%
Okta's Q4 2025 results highlight strong financial performance and strategic execution. Revenue reached $775 million with a net income of $22 million. The company achieved over $1 billion in bookings for the first time and CRPO growth was 25%, crossing the $4 billion mark. CFO Brett Tighe noted a nine-point increase in operating margin growth for FY 2025, with non-GAAP operating margin and free cash flow margin of 25% each projected for FY 2026. Sales specialization and product innovation drive growth with large customer contracts contributing significantly, including 470 clients each having $1M+ in annual contract value. Okta advances in identity solutions, with key products like Okta Identity Governance and Auth0 gaining traction. CEO Todd McKinnon emphasized the importance of identity in security, expressing optimism for market opportunities in FY 2026, with a focus on expanding specialization and partnerships to bolster growth. Auth0 also recorded its best-ever bookings quarter, driven by the demand for secure identity solutions and new product offerings.
Source:
Vanderbilt AI Days 2025 Announces Major Developments
Vanderbilt University's AI Days 2025 event has secured major corporate sponsorships from Oracle, HP, and Lenovo. The conference will feature discussions on a groundbreaking frontier AI model with unprecedented reasoning capabilities released this week.
Source:
NEWS
AI
1:04 p.m.
March 5, 2025
AI Integration in Mental Health Treatment Raises Opportunities and Concerns
Companies are launching AI-powered talk therapy tools designed to provide tailored support for clients, with some offering features like automated progress notes and treatment plans. However, experts warn of potential risks associated with large language models in mental health applications, including AI hallucinations and model toxicity.
Source:
1:04 p.m.
March 5, 2025
Happiest Minds Recognized as 'Innovators and Major Players' in Core Banking Services
Happiest Minds Technologies has been positioned as 'Innovators and Major Players' in NelsonHall's NEAT Report for Transforming Core Banking Services. The company's core banking services revenue is projected to expand by 15% annually over the next three years.
Source:
INSIDER TRADE
$BHVN
1:03 p.m.
March 5, 2025
BHVN director John W. Childs purchases $759,647.50 in stock.
John W. Childs, a director, recently purchased 25,000 shares, marking a shift from previous sales in 2020.
John W. Childs, a director at BHVN, purchased 25,000 shares at $30.3859 each, totaling $759,647.50. This purchase increases his total holdings to 2,320,571 shares. Previously, Childs had been involved in sales transactions in 2020, with the last recorded sale on April 7, 2020. In the current quarter, BHVN has seen 15 acquired transactions totaling 827,500 shares and 10 disposed transactions totaling 44,270 shares, indicating a trend towards acquisition.
Source:
1:01 p.m.
March 5, 2025
AVAV Q1: Revenue $167.6M (-10% YoY), LMS growth strong, UxS sales decline due to reduced international demand.
AeroVironment's revenue for the quarter was $167.6 million, a 10% decrease from the previous year, primarily due to a significant drop in Uncrewed Systems (UxS) sales, especially to Ukraine. However, the Loitering Munitions Systems (LMS) segment showed growth, driven by increased global demand and U.S. Department of Defense resupply efforts. The company faces challenges from government budget delays and supply chain issues, but expects LMS growth to continue.
AeroVironment's latest quarterly results reveal a mixed performance. The company reported a revenue of $167.6 million, marking a 10% decline from the same period last year. This decrease was largely attributed to a significant reduction in UxS product sales, particularly due to decreased international sales to Ukraine. Despite this setback, the LMS segment experienced growth, with revenue increasing by 45% year-over-year, fueled by heightened global demand and resupply orders from the U.S. Department of Defense. The company's gross margin improved slightly, thanks to a favorable product mix and contract definitization. However, AeroVironment continues to navigate challenges such as government budget delays, which have impacted service revenues, and supply chain constraints exacerbated by geopolitical tensions. Looking ahead, the company remains optimistic about the continued growth of its LMS segment, driven by ongoing global conflicts and strategic investments.
Source:
1 p.m.
March 5, 2025
STEM 2024: Revenue $144.6M (-69% YoY), significant goodwill impairment, supply chain challenges persist.
STEM's revenue for 2024 was $144.6 million, a sharp decline from the previous year. The company faced a substantial goodwill impairment of $547.2 million, reflecting challenges in market conditions and financial performance. Supply chain issues and reliance on a few key suppliers continue to pose risks to operations.
In 2024, STEM reported a significant drop in revenue to $144.6 million from $461.5 million in 2023, primarily due to a reduction in hardware sales. The company recorded a massive goodwill impairment of $547.2 million, triggered by a decline in stock price and market capitalization. This impairment reflects the challenges STEM faces in maintaining its market position amidst changing market dynamics and financial pressures. The company continues to grapple with supply chain constraints, heavily relying on a limited number of suppliers for its energy storage systems. This dependency poses risks of supply disruptions and cost volatility, which could further impact financial performance. Additionally, STEM's strategic shift towards software and services is critical for future growth, but customer adoption remains uncertain. The company must navigate these challenges while managing its financial health and operational efficiency to sustain its business model.
Source:
NEWS
AI
9:06 a.m.
March 5, 2025
Businesses facing an 'AI Divide', potentially impacting success
A news headline suggests that businesses are facing an 'AI Divide', which could be the difference between success and failure. This indicates a growing gap between companies effectively leveraging AI technologies and those lagging behind.
Source:
NEWS
TECH
9:06 a.m.
March 5, 2025
GTS Techlabs and Peacom partner to transform business messaging
GTS Techlabs, the technology arm of Globe Teleservices, and Peacom have announced a strategic partnership at Mobile World Congress (MWC) Barcelona 2025. The collaboration aims to redefine enterprise communication by integrating Peacom's RCS platform with GTS Techlabs' expertise.
Source:
9:06 a.m.
March 5, 2025
TSMC announces $100 billion investment in US semiconductor plants
Taiwan Semiconductor Manufacturing Co (TSMC) has announced an investment of at least $100 billion in the United States to expand its semiconductor manufacturing capabilities. The investment aims to strengthen TSMC's presence in the US chip industry.
Source:
9:06 a.m.
March 5, 2025
High-Performance Computing evolves in the AI era
High-performance computing (HPC) is adapting to meet the demands of AI-driven research, with a focus on processing vast datasets and developing machine learning models. The growth of GPUs in HPC is described as 'still in the neighborhood of exponential,' driving massive upgrades to equipment and power demands.
Source:
NEWS
MARKET
9:06 a.m.
March 5, 2025
Trump's tariffs on Canada, Mexico and China take effect
President Trump has imposed 25% tariffs on imports from Mexico and Canada and 20% on Chinese goods, effective March 4. The move has drawn quick vows of retaliation from all three nations, with Canadian Prime Minister Justin Trudeau calling it 'a very dumb thing to do'.
Source:
CONGRESS TRADE
$HOG
9:05 a.m.
March 5, 2025
Tim Moore sells $250K-$500K in Harley-Davidson stock.
Rep. Tim Moore sells between $250,001 and $500,000 in Harley-Davidson stock.
Rep. Tim Moore executed a sale of Harley-Davidson Inc. stock valued between $250,001 and $500,000. His recent trading pattern shows multiple transactions in Harley-Davidson during January 2025, including both purchases and sales. Moore has been actively trading multiple stocks and ETFs, frequently altering his portfolio. The trade in HOG aligns with similar activity from a few other Congress members, but there's no indication of broader trading patterns in Harley-Davidson within Congress.
Source:
Tim Moore purchases $50K - $100K in Harley-Davidson Inc stock.
Rep. Tim Moore purchases $50,001 - $100,000 in Harley-Davidson Inc stock.
Rep. Tim Moore purchased $50,001 - $100,000 in Harley-Davidson Inc stock on January 13, 2025. Moore's recent trading activity includes multiple transactions in Harley-Davidson (HOG), with both purchases and sales within a short timeframe. Notably, Moore has also been active in trading Direxion Daily Small Cap Bull 3X ETF and Ford Motor Co stocks. In recent months, Moore's trading activities predominantly involve frequent transactions, indicating a potentially active trading approach. Other Congress members like Ro Khanna have also traded in Harley-Davidson in past years.
Source:
Rep. Tim Moore sells up to $250K in Harley-Davidson stock.
Rep. Tim Moore sells up to $250K in HOG; recent active trading in automotive stocks.
Rep. Tim Moore executed a sale of Harley-Davidson stock valued between $100,001 and $250,000. Moore's recent trading activity shows significant transactions in Harley-Davidson, with both purchases and sales throughout January 2025. There are no details provided on any committee assignments that could impact the relevance of these trades.
Source:
Rep. Tim Moore sells up to $500K in TNA ETF.
Rep. Tim Moore sells $250K-$500K in TNA ETF with prior frequent trades in the asset.
Rep. Tim Moore executed a sale of TNA ETF valued between $250,001 and $500,000. This sale follows a series of trades in TNA in January 2025, where he both bought and sold similar amounts in this ETF, indicating a pattern of frequent trading. In total, from January 2 to January 15, he was involved in multiple transactions with amounts varying from $15,001 to $500,000 in TNA.
Source:
Tim Moore sells $100K-$250K in TNA shares.
Rep. Tim Moore sold $100,001-$250,000 in TNA shares, continuing his active trading pattern in this ETF.
Rep. Tim Moore executed a sale of $100,001-$250,000 in Direxion Daily Small Cap Bull 3X ETF (TNA) shares. This follows multiple transactions in TNA, including both purchases and sales, indicating active trading in this ETF by Rep. Moore. Recent trades within Congress for TNA shares also show significant activity from Moore himself, suggesting a potential strategic focus on this highly leveraged ETF.
Source:
CONGRESS TRADE
$AMAT
9:05 a.m.
March 5, 2025
Ashley Moody buys $100K-$250K in AMAT stock.
Ashley Moody purchases $100K-$250K in AMAT stock, following a series of trades in the semiconductor sector.
Ashley Moody executed a purchase of Applied Materials Inc. (AMAT) stock valued between $100,001 and $250,000. This transaction follows other recent trades within the semiconductor sector, including purchases in Micron Technology (MU) and multiple transactions involving AMAT itself. Recent trading by other Congress members in AMAT also included sales and purchases, demonstrating active engagement in this stock.
Source:
Ashley Moody sells up to $100K in OKTA stock.
Ashley Moody sold $50,001 - $100,000 in OKTA stock.
Ashley Moody executed a sale of OKTA stock valued between $50,001 and $100,000 on January 21, 2025. This sale follows Moody's recent trades involving multiple sales of stock options from various tech companies such as NVIDIA and Micron Technology. Within the same timeframe, Moody also engaged in significant purchase activity, notably with Applied Materials Inc. Further trading patterns demonstrate consistent involvement in the technology sector but no direct committee oversight relevant to the stocks traded.
Source:
Ashley Moody buys $100K-$250K in AMAT stock.
Ashley Moody purchases substantial shares in Applied Materials (AMAT) while showing active trading interest in tech stocks.
Ashley Moody disclosed a purchase of $100,001 - $250,000 in Applied Materials stock on January 27, 2025. Over a similar timeframe, Moody has made multiple trades in technology-related stocks, including both purchases and sales, indicating an active interest in the tech sector. Recent Congress trades in AMAT show consistent buying interest from various members, including notable transactions by Moody and others.
Source:
CONGRESS TRADE
$ACN
9:05 a.m.
March 5, 2025
Sen. Mullin buys between $50K and $100K in ACN stock.
Sen. Markwayne Mullin purchased $50K-$100K in ACN stock.
Senator Markwayne Mullin (OK) purchased ACN stock valued between $50,001 to $100,000, marking a considerable investment compared to his recent trades. Other transactions on the same date involved smaller amounts in different assets. Recent congressional activity in ACN was mainly sales by other members, making this purchase stand out.
Source:
Sen. Mullin purchases $50K-$100K in LPLA stock.
Sen. Markwayne Mullin buys $50,001-$100,000 in LPL Financial Holdings stock.
Sen. Markwayne Mullin purchased between $50,001 and $100,000 in LPL Financial Holdings Inc. (LPLA) stock. This transaction aligns with his recent pattern of frequent stock purchases across various sectors, including technology and finance. Mullin's activity in LPLA is consistent with broader trading patterns in Congress but does not involve any known committee oversight.
Source:
Sen. Mullin buys up to $50K in AMZN stock.
Sen. Markwayne Mullin purchases $15K-$50K in AMZN stock.
Sen. Markwayne Mullin, representing Oklahoma, recently purchased Amazon.com Inc (AMZN) stock valued between $15,001 and $50,000. This transaction is part of his ongoing pattern of joint ownership stock purchases, which include a range of companies such as Accenture, Microsoft, and Philip Morris. Mullin has been active in trading AMZN, showing multiple purchases in recent months, most notably in amounts between $1,001 and $15,000, reflecting consistent interest in the stock despite market volatility and past congress trading trends.
Source:
INSIDER TRADE
$ABBV
9:04 a.m.
March 5, 2025
ABBV: GONZALEZ RICHARD A F-InKind $33,973,779.78 total in 2 trades
Multiple trades executed today totaling 2 transactions
Details:
- F-InKind 73,209.0 shares at $205.02
- S-Sale 92,460.0 shares at $205.11
Source:
EARNINGS CALL
$BOX
9 a.m.
March 4, 2025
BOX Q4 2025: Revenue up 6% to $280M, operating margin 27.3%, AI solutions gain traction
Box revenue grew 6% YoY to $280M, bolstered by strong demand for new AI solutions, operating margin at 27.3%
For Q4 2025, Box reported a 6% year-over-year increase in revenue, reaching $280 million, with an 8% rise in constant currency, and delivered an EPS of $0.42, slightly above guidance. Operating margins expanded to 27.3%, showing strong customer uptake of the new Enterprise Advanced suite which leverages AI to automate enterprise workflows. CEO Aaron Levie highlighted, "Momentum is certainly building in all of our customer conversations." BoxAI, released late in Q4, allows for intelligent metadata extraction and automation across a multitude of customer processes. Box continues to work on broadening its partner ecosystems and investing in AI-driven product innovations. CFO Dylan Smith noted record free cash flow of $305 million for the fiscal year.
Source:
EARNINGS CALL
$CHPT
9 a.m.
March 4, 2025
CHPT Q4 2025: Revenue $102M, up 14% in subscriptions, higher gross margin at 30%, partners with GM for DC fast charging.
Improvements in operational efficiency and cost structure, significant gross margin enhancement, and expanded footprint with GM partnership.
ChargePoint reported Q4 2025 revenue of $102 million, aligned with guidance and highlighted by a 14% increase in subscription revenue to $38 million. Non-GAAP gross margin rose to 30%, an 8% year-over-year improvement, driven by better hardware costs and increasing subscription revenue, contributing to a reduced non-GAAP adjusted EBITDA loss of $17 million from $45 million a year prior. CEO Rick Wilmer noted the strategic collaboration with GM to expand charging locations. Cash management improved, with cash increasing to $225 million owing to reduced operating expenses and better working capital management. Looking forward, ChargePoint anticipates steady revenue growth, supported by expanding infrastructure and software innovations, with guidance for Q1 2026 roadmapped at $95 million to $105 million. CFO Mansi Khetani highlighted the reductions in inventory and continued cash conservation efforts as key drivers of fiscal health and operational success.
Source:
EARNINGS CALL
$AVAV
9 a.m.
March 4, 2025
AVAV Q3 2025: Revenue $167.6M misses, lowers FY guidance, forecasts record Q4
AeroV Environment reports lower-than-expected Q3 2025 earnings due to LA windstorms, lowers guidance but forecasts a record Q4.
AeroV Environment reported third-quarter fiscal 2025 revenue of $167.6 million, a 10% decrease from $186.6 million in the same quarter the previous year. The company experienced challenges due to unprecedented LA windstorms which impacted manufacturing and supply chain logistics, resulting in forced shutdowns and power outages. The services sector declined due to higher field costs, reducing overall profitability. Q3 adjusted earnings per share were $0.30, down from $0.63 a year ago, and net loss was $1.8 million versus $13.9 million net income last year. Despite these challenges, the company achieved a record backlog of $764 million owing to significant contract wins like the $288 million contract for Switchblade under a $990 million IDIQ contract. CEO Wahid Nawabi highlighted investments in capacity expansion, including a new Switchblade facility in Utah to meet high demand. AeroV is also progressing with the BlueHalo acquisition, with a shareholder vote scheduled for April 1. Financial guidance for FY 2025 has been revised to revenue between $780 million to $795 million. The company is forecasting a record Q4, driven by new contracts and production ramp-ups, expecting over 10% revenue growth and $1 billion in orders for FY 2025. However, near-term caution remains as effects of recent LA windstorms and US DOD contract pauses are factored into revised guidance. The defense technology sector is transitioning towards autonomous AI solutions where AeroV sees growth potential, especially with the focus of US DOD and allies on AI-driven defense solutions. AeroV anticipates lower financial impacts from Ukraine as the related revenue proportion reduces from 38% last year to an expected 6% in Q4. The shift is towards polycentric markets.
Source:
EARNINGS CALL
$CRWD
9 a.m.
March 4, 2025
CRWD Q4 2025: Revenue $1.06B, net new ARR $224M, surpassing expectations, strong TCV growth to $6B
CrowdStrike reports Q4 net new ARR of $224M, ending ARR $4.24B, 40% growth in TCV, AI-native platform strengthens.
CrowdStrike's Q4 earnings showcased a strong performance with net new ARR of $224 million and ending ARR reaching $4.24 billion, marking a 23% year-over-year growth. Total contract value (TCV) surged by 40% to $6 billion, highlighting the company's robust market position and customer commitment to its AI-native Falcon platform. Free cash flow hit $1.07 billion, representing 27% of revenue. The successful adoption of the Falcon Flex subscription model was key, with $2.5 billion in deal value, up 80% sequentially. CrowdStrike's exposure management and next-gen SIEM businesses demonstrated impressive growth, contributing to a $1.3 billion ARR from key solutions, including cloud security and identity protection, which grew nearly 50% year-over-year.
Source:
NEWS
TECH
10:05 p.m.
March 4, 2025
Huawei Cloud Unveils AI-Native Cloud Services at MWC 2025
Huawei Cloud has introduced new cloud services and solutions at Mobile World Congress 2025, focusing on AI-native infrastructure. The company is advancing towards constructing AI-native infrastructure, such as CloudMatrix, to accelerate digital and intelligent transformation for businesses.
Source:
NEWS
TECH
10:05 p.m.
March 4, 2025
Rubrik Launches New Cyber Resilience Solutions
Rubrik has unveiled a slate of product updates and new offerings focused on enhancing cyber resilience. The company introduced Identity Recovery for protecting hybrid identity environments and advanced security features for Azure and AWS, aiming to help organizations better detect and mitigate cyber threats.
Source:
NEWS
TECH
10:05 p.m.
March 4, 2025
Ramp Secures $150M Funding, Valuation Hits $13B
Fintech company Ramp has completed a $150 million secondary sale, bringing its valuation to $13 billion. The funding will support Ramp's expansion of expense management and financial automation solutions.
Source:
CONGRESS TRADE
$BWIN
10:05 p.m.
March 4, 2025
Rep. Scott Franklin's joint sale of BWIN stock exceeds $1M.
Rep. Scott Franklin sells $1M-$5M in BWIN stock.
Rep. Scott Franklin, representing Florida's 18th district, executed a joint sale of Brp Group Inc (BWIN) stock valued between $1,000,001 and $5,000,000. This follows a smaller sale of BWIN stock in the $15,001 to $50,000 range one day prior. Franklin has engaged in multiple stock transactions recently, but no committee oversight context is provided for this trade. Other than Franklin, Josh Gottheimer also traded in BWIN, purchasing stock in 2024.
Source:
CONGRESS TRADE
$NGL
10:05 p.m.
March 4, 2025
Rep. Mark Green sells $100K-$250K in NGL Energy Partners LP.
Rep. Mark Green engaged in a sale transaction of NGL Energy Partners LP stock valued between $100,001 and $250,000.
Rep. Mark Dr Green from TN07 reported a sale transaction of NGL Energy Partners LP stock between $100,001 and $250,000. Recent trading patterns of Rep. Green show multiple sales of NGL stocks over the past months, continuing a pattern of reducing holdings in this asset.
Source:
INSIDER TRADE
$ADT
10:03 p.m.
March 4, 2025
ADT CEO James DeVries acquires $845,887.77 in stock.
CEO James DeVries acquires 103,283 shares amid a quarter with no disposed transactions.
James DeVries, Chairman, President & CEO of ADT, acquired 103,283 shares at $8.19 each, totaling $845,887.77. This transaction is part of a quarter where 13 acquired transactions occurred, totaling 17,770 shares, with no disposed transactions. This acquisition increases DeVries' holdings to 1,682,311 shares. Recent insider activity includes sales by other executives, but no disposals this quarter, indicating a focus on acquisitions.
Source:
INSIDER TRADE
$ACLS
10:03 p.m.
March 4, 2025
ACLS CEO receives $285K in stock.
CEO Low Russell's recent activity includes a stock sale in September 2023.
Low Russell, President and CEO of ACLS, received 5,212 shares valued at $285,565.48 through an F-InKind transaction. Previously, in September 2023, Russell sold 3,405 shares at $179.25 each. In the current quarter, ACLS has recorded 1 acquired transaction totaling 11,440 shares and 2 disposed transactions totaling 866 shares, indicating a pattern of both acquisition and disposition among insiders.
Source:
INSIDER TRADE
$AAL
10:03 p.m.
March 4, 2025
AAL CEO Robert Isom Jr receives $729,754.90 in stock.
Robert Isom Jr's recent activity includes a stock sale in December 2024.
Robert Isom Jr, CEO and President of AAL, received 50,854 shares valued at $729,754.90 through a F-InKind transaction at $14.35 per share. He currently owns 3,548,356 shares. In December 2024, Isom sold 102,441 shares at $17.2149. Recent company trading shows 5 acquired and 5 disposed transactions this quarter, with 1,603,352 shares acquired and 114,645 shares disposed.
Source:
10:01 p.m.
March 4, 2025
The analysis does not provide specific financial or operational information from a 10-K filing for ASTS.
Unable to locate details within the provided ASTS 10-K filing as it wasn't found.
The request was for specific sections or details from an ASTS 10-K filing which could not be extracted as the document was unavailable.
Source:
10:01 p.m.
March 4, 2025
SEMR 2024: Revenue $376.8M (+22% YoY), ARR per customer up, strong product innovation.
SEMrush reported a 22% increase in revenue for 2024, reaching $376.8 million, driven by upsell activities and an increase in paying customers. The company continues to innovate with new product offerings, contributing to a rise in average annual recurring revenue (ARR) per customer. However, SEMrush faces challenges with data access and cybersecurity risks, which could impact future growth.
SEMrush Holdings, Inc. experienced a financial year in 2024, with revenue climbing to $376.8 million, marking a 22% year-over-year increase. This growth was primarily fueled by a rise in average ARR per paying customer, which increased from $3,125 in 2023 to $3,522 in 2024, alongside an increase in the number of paying customers to approximately 117,000. The company's focus on product innovation, particularly in its Enterprise SEO solution, has been a key driver of this growth. SEMrush's strategic acquisitions throughout the year, including companies like Ryte GmbH and Third Door Media, have expanded its technological capabilities and product offerings. Despite these successes, SEMrush faces significant risks, including potential disruptions in data access from third-party sources and cybersecurity threats. The company also navigates complex tax environments across multiple jurisdictions, which could affect its financial outcomes. Investors should note the company's commitment to sustaining product innovation and expanding its customer base, while also being mindful of the inherent risks in its operational model.
Source:
10:01 p.m.
March 4, 2025
PLUG 2024: Revenue $628.8M (-29% YoY), significant losses continue, hydrogen market expansion ongoing.
Plug Power's 2024 revenue decreased by 29% to $628.8 million, with a net loss of $2.1 billion. The company is expanding its hydrogen production capabilities but faces challenges with profitability and market conditions.
Plug Power's financial performance in 2024 was marked by a significant decrease in revenue, dropping 29% from the previous year to $628.8 million. This decline was primarily due to reduced sales of equipment and infrastructure, as well as challenges in the hydrogen market. Despite these setbacks, the company is actively expanding its hydrogen production network, both in the U.S. and internationally, through strategic partnerships and investments in new facilities. However, Plug Power continues to face substantial net losses, amounting to $2.1 billion for the year, and is implementing cost-saving measures to improve its financial position. The company is also navigating regulatory challenges and market volatility, which could impact its future growth and profitability.
Source:
EARNINGS CALL
$DELL
10 p.m.
Feb. 28, 2025
DELL Q4 2025: Revenue $23.9B, up 7%, ISG growth robust; AI pipeline at $9B, EPS $2.68, up 18%
Dell delivers FY '25 with $95.6B revenue, up 8%; EPS $8.14, up 10%. Q4 revenue $23.9B driven by ISG, AI pipeline grows.
Dell's FY '25 saw revenues of $95.6 billion, an 8% increase from the previous year, and a record EPS of $8.14, up 10%. Operating expenses were successfully reduced by 4%, and Q4 revenue reached $23.9 billion, an increase supported by strong ISG growth, particularly in AI orders which totaled $1.7 billion. Dell's backlog in AI has now reached $9 billion due to developments like the PowerEdge XE9712. The CSG segment faced challenges with only a 1% revenue increase to $11.9 billion. However, AI-driven refresh cycles and SMB strength provide optimistic signals for future growth. Dell projects that FY '26 will see $101-$105 billion in revenue with a continued focus on AI, data center modernization, and PC refresh cycles, despite expected competitive pressures on gross margins.
Source:
NEWS
MARKET
1:06 p.m.
March 4, 2025
CoreWeave Reportedly Preparing for IPO
Cloud computing company CoreWeave is reportedly planning an initial public offering, reflecting increasing investor interest in AI and high-performance cloud infrastructure. This move highlights the growing importance of specialized cloud services for AI applications.
Source:
NEWS
TECH
1:06 p.m.
March 4, 2025
Nothing Unveils Phone 3a Series at MWC 2025
British consumer tech brand Nothing launched its new Phone 3a series at Mobile World Congress 2025 in Barcelona. The series includes a standard Phone 3a and a new 'Pro' model, both featuring Nothing's signature transparent design and Glyph lighting interface. The phones are powered by Qualcomm Snapdragon chips and include AI-driven features like the new 'Essential Space' platform.
Source:
CONGRESS TRADE
$LLY
1:06 p.m.
March 4, 2025
Sen. Wyden's spouse bought $50K-$100K in Eli Lilly stock.
Sen. Wyden's spouse purchased $50,001-$100,000 in LLY stock, recently involved in both purchases and sales of the stock.
Sen. Ron Wyden's spouse purchased Eli Lilly (LLY) stock valued between $50,001 and $100,000, which follows a pattern of recent trading involving both buys and full sales by his spouse. The stock was purchased on January 22, 2025, and fully sold on February 10, 2025, after discovering shares were acquired without the spouse's knowledge. This transaction is a part of Ron Wyden's broader trading activities through his spouse, who has engaged in several stock transactions over time.
Source:
NEWS
AI
9:04 a.m.
March 4, 2025
Vector Institute Hosts Global AI Conference
The Vector Institute is welcoming global AI innovators and industry leaders to its second annual Remarkable conference on March 4-5, 2025. The event is expected to showcase cutting-edge AI developments and foster collaboration in the field.
Source:
Tech Giants Continue Massive AI Infrastructure Investments
Microsoft, Alphabet, Amazon, and Meta invested a combined $246 billion in AI infrastructure capex in 2024. Amazon plans over $100 billion in investments for 2025, while Meta is in talks for a $200 billion data center investment this year.
Source:
Crypto Stocks Surge as Trump Announces 'Crypto Strategic Reserve'
Stocks tied to cryptocurrencies saw significant gains after former President Trump announced the creation of a 'Crypto Strategic Reserve'. Bitcoin rose to around $93,000, while shares of Strategy (MSTR), Coinbase (COIN), MARA Holdings (MARA), and Riot Platforms (RIOT) all jumped between 7-14%.
Source:
CONGRESS TRADE
$HOG
9:03 a.m.
March 4, 2025
Tim Moore sells up to $500K in Harley-Davidson stock.
Rep. Tim Moore executes significant sale of Harley-Davidson stock valued between $250,001 and $500,000.
Tim Moore has engaged in multiple transactions with Harley-Davidson stock in January 2025. On January 7, 2025, he sold between $250,001 and $500,000, which is part of his active trading pattern with both sales and purchases involving this stock. Other members, like Ro Khanna and Gilbert Cisneros, have historically traded in HOG, though not on the same scale as Moore's latest sale.
Source:
Tim Moore sells $100K-$250K in TNA.
Rep. Tim Moore reports a TNA sale worth $100,001-$250,000.
Rep. Tim Moore sold TNA valued between $100,001-$250,000 on January 2, 2025. His recent trading in TNA includes multiple transactions within January 2025, involving purchases and sales in overlapping ranges. His overall activity shows a pattern of frequent trading in TNA.
Source:
Rep. Tim Moore sells $250K-$500K in TNA ETF.
Rep. Tim Moore executed a large sale of the TNA ETF, continuing his active trading pattern in this asset.
Rep. Tim Moore sold between $250,001 and $500,000 of the Direxion Daily Small Cap Bull 3X ETF (TNA). His recent trading history indicates substantial activity in this ETF, with multiple purchases and sales in the past month. The repetitive buying and selling pattern suggests active management of his trading positions in TNA.
Source:
Rep. Tim Moore purchases $250K-$500K in TNA ETF after prior sales and purchases.
Rep. Tim Moore buys $250K-$500K in Direxion Daily Small Cap Bull 3X ETF after recent active trading in the same ETF.
Rep. Tim Moore has shown active trading in TNA, with both purchases and sales occurring in January 2025. His recent trade involves a significant purchase between $250,001 and $500,000 in the Direxion Daily Small Cap Bull 3X ETF. Moore's trading in TNA has been characterized by a mixture of large and varied transactions within a short time frame.
Source:
Rep. Tim Moore sells $100K-$250K in Ford stock.
Rep. Moore sells between $100,001 and $250,000 in Ford stock.
Rep. Tim Moore made another sale of Ford stock, valued at between $100,001 and $250,000, on January 21, 2025, as part of his recent trading activity which includes both purchases and sales of this asset. This follows several transactions involving Ford stock throughout January. Moore's recent trading history shows a mixture of buying and selling, including similar transactions in other stocks such as TNA and Harley-Davidson.
Source:
CONGRESS TRADE
$LRCX
9:03 a.m.
March 4, 2025
Rep. Keating sells $1K-$15K in LRCX.
Rep. Keating sells $1,001-$15,000 in Lam Research Corp stock.
Rep. William R. Keating reported the sale of Lam Research Corp (LRCX) stock valued between $1,001 and $15,000 on January 24, 2025. This sale follows his purchase of LRCX of a similar amount in February 2023. Recent trading activity in LRCX among Congress members shows a mix of purchases and sales, indicating varied interest in this semiconductor company.
Source:
CONGRESS TRADE
$MU
9:03 a.m.
March 4, 2025
Ashley Moody purchases $50K-$100K in MU stock.
Senator Ashley Moody buys Micron Technology stock $50K-$100K.
Ashley Moody purchased between $50,001 and $100,000 of Micron Technology Inc (MU) stock. Previously, Moody sold a small portion of MU stock options and has been actively trading in technology-related stocks like AMAT and NVDA. No specific context about committee oversight in relation to Micron Technology is provided. Recent Congress trading in MU has shown a pattern of buys and partial sales involving different members.
Source:
CONGRESS TRADE
$LPLA
9:03 a.m.
March 4, 2025
Sen. Mullin buys $50K-$100K in LPLA.
Sen. Mullin purchases $50K-$100K in LPL Financial Holdings (LPLA).
On February 13, 2025, Sen. Markwayne Mullin from Oklahoma made a joint purchase of LPL Financial Holdings Inc (LPLA) stock valued between $50,001 and $100,000. This transaction is part of a series of recent trades, including purchases in Microsoft and Amazon, marking consistent trading activity in diverse stocks over a short period. Other recent congressional trades in LPLA stocks include only Sen. Mullin's purchases, indicating minimal congressional activity in this stock apart from Mullin's transactions.
Source:
Sen. Mullin purchases $15K - $50K in AMZN stocks.
Sen. Markwayne Mullin makes a stock purchase of Amazon (AMZN) worth $15,001 - $50,000 during recent trade disclosures.
Sen. Markwayne Mullin engaged in a purchase of Amazon (AMZN) stock valued between $15,001 and $50,000, disclosed on February 28, 2025. This is part of a broader pattern of mixed trades including purchases and sales in various sectors. Recently, Congress has seen both purchases and sales of AMZN stocks, with Mullin consistently making purchases in this stock over the past few months.
Source:
Sen. Mullin purchases $50K-$100K in ACN stock.
Sen. Markwayne Mullin purchased $50,001-$100,000 in Accenture (ACN).
Sen. Markwayne Mullin, representing Oklahoma, disclosed a purchase worth between $50,001 and $100,000 in Accenture PLC stock on February 13, 2025. Recent transactions by Mullin include multiple purchases across various sectors. Other recent Congressional activity in ACN includes purchases by Shelley Moore Capito and sales by Tommy Tuberville, indicating varied interest in the stock.
Source:
Sen. Mullin sells $50K-$100K in AMD stock.
Sen. Mullin sells $50K-$100K in AMD, with previous transactions including purchases and sales, showing repetitive trading pattern in AMD.
Senator Markwayne Mullin sold AMD stock valued between $50,001 and $100,000. Previously, Sen. Mullin has both purchased and sold AMD stocks multiple times, indicating a repetitive trading pattern with this asset. His recent transactions also include purchases and sales across various stocks, suggesting active management of his portfolio. Congress members including Sen. Mullin have engaged in several AMD transactions over the past years, with his trades highlighting an ongoing engagement with this asset.
Source:
Sen. Mullin buys up to $100K in MSFT stock.
Sen. Mullin purchased $50K-$100K in MSFT, with previous trades including various tech and industrial stocks.
Senator Markwayne Mullin (OK) purchased $50,001 - $100,000 in Microsoft Corp (MSFT) stock jointly owned. Recent disclosures show Mullin frequently engages in both purchases and sales across diverse sectors, including tech stocks like ACN, AMD, and AMZN. His recent trades include both purchases and sales, indicating active portfolio management. Other Congress members have also shown interest in MSFT, with mixed buying and selling activity reported recently.
Source:
Sen. Mullin sells $100K-$250K in VAW, a Vanguard Materials ETF.
Sen. Markwayne Mullin has sold $100,001-$250,000 in VAW, Vanguard Materials ETF.
Senator Markwayne Mullin disclosed a sale ranging from $100,001 to $250,000 of VAW, the Vanguard Materials ETF. This transaction is part of several recent trades by Mullin, including both sales and purchases across various sectors. There is no indication of industry oversight relevance in this transaction as VAW is an ETF representing a broad range of material sector stocks. Other trades in Mullin's portfolio include major purchases in technology and finance stocks.
Source:
Sen. Mullin sells $50K-$100K in AMD stock.
Sen. Markwayne Mullin sells $50K-$100K in AMD stock, previously purchased AMD in January 2024.
Senator Markwayne Mullin, representing Oklahoma, fully sold his joint holdings in AMD stock, valued between $50,001 and $100,000. This sale contrasts with his previous purchases of AMD in both October and January, indicating a change in his investment strategy. Other congressional members have also engaged in trading AMD, with recent activity including sales by Ashley Moody and Tommy Tuberville. Mullin's trading history shows diverse activity across various stocks around similar timeframes.
Source:
Sen. Mullin sells $100K-$250K in VAW, Vanguard Materials ETF.
Sen. Mullin sells $100K-$250K in VAW, showing a diverse trading approach with recent sales and purchases across sectors.
Markwayne Mullin sold shares in Vanguard Materials ETF (VAW) with a transaction range of $100,001 to $250,000. This sale coincides with his diverse trading pattern seen recently, which includes both purchasing and selling large volumes across various sectors. Congress has shown limited activity in VAW, with Mullin being the primary trader. His recent trades in other stocks like AMD, MSFT, and HON indicate a broad investment approach without a clear sector focus.
Source:
9:01 a.m.
March 4, 2025
QSI 2024: Revenue $3.1M (+182.6% YoY), Platinum launch boosts sales, R&D expenses cut by 11%.
Quantum-Si Incorporated (QSI) reported a significant increase in revenue for 2024, driven by the successful launch of its Platinum instrument. Despite this growth, the company continues to face challenges with net losses and operational risks. Key financial metrics show a reduction in research and development expenses, but the company remains in a loss position.
Quantum-Si Incorporated's 2024 financial performance was marked by a substantial increase in revenue, reaching $3.1 million, a 182.6% rise compared to the previous year. This growth was primarily fueled by the commercial launch of the Platinum instrument, which began in December 2022 and moved to full commercial availability by the second quarter of 2024. The company's gross profit also saw a significant increase, with a margin improvement from 45.1% to 52.3%. However, QSI continues to operate at a loss, with a net loss of $101 million for the year, slightly higher than the previous year's $96 million. The company has managed to reduce its research and development expenses by 11%, reflecting a strategic shift in resource allocation. Despite these financial strides, QSI faces several risks, including reliance on third-party manufacturers, potential regulatory challenges, and the need for continued capital investment to sustain growth. The company is also navigating the complexities of scaling its operations and ensuring product quality and market acceptance in a competitive life sciences technology market.
Source:
EARNINGS CALL
$GTLB
9 a.m.
March 3, 2025
GTLB Q4 2025: Revenue $211M up 29% YoY, non-GAAP op margin 18%, GitLab Ultimate at 50% ARR
GitLab's Q4 2025 revenue grew 29% YoY to $211M, driven by Ultimate; non-GAAP operating margin of 18%.
GitLab's Q4 2025 results showed revenue of $211.4M, up 29% YoY, surpassing estimates. The quarter's non-GAAP operating margin was 17.7%, up 960 basis points from last year, reflecting strong operational execution. Key highlights include the expansion of GitLab Ultimate, which reached 50% of total ARR, and the significant growth in GitLab Dedicated, which grew 90% YoY. Strategic partnerships, such as with AWS, and a strong focus on AI-driven DevSecOps solutions like Duo Enterprise, are emphasized as growth drivers. With a comprehensive platform approach, GitLab aims to meet increasing demand for AI in DevOps. FY2026 guidance projects up to $942M in revenue, representing ~24% growth, anticipating continued expansion through strong customer relationships and innovation in AI and DevSecOps. CEO Bill Staples noted that GitLab's integrated platform provides a competitive advantage, particularly with AI development. CFO Brian Robbins highlighted strong enterprise segment growth, with record net ARR deals and a dollar-based net retention rate of 123%.
Source:
EARNINGS CALL
$OKTA
9 a.m.
March 3, 2025
OKTA Q4 2025: RPO $4B +25%, record free cash flow, strong workforce & customer identity demand
Okta highlights robust Q4 results with accelerating RPO up 25% and record free cash flow.
Okta's Q4 2025 results indicate strong demand for both workforce and customer identity products, with a 25% increase in Remaining Performance Obligation (RPO), surpassing the $4 billion mark, and achieving record profitability and free cash flow. Notable achievements include $1 billion in quarterly bookings and a significant presence of large $1 million+ ACV customers increasing by 22%. Product innovation, including Okta Identity Governance and new AI identity threat protection products, contributed significantly to new bookings. Auth0 experienced its best quarter yet as a result of increased cross-selling and strategic growth initiatives.
Source:
NEWS
TECH
10:03 p.m.
March 3, 2025
Mobile World Congress 2025 Kicks Off with Major Tech Announcements
Mobile World Congress 2025 has begun, with major telecommunications collaborations announced by Red Hat, including partnerships with Orange, SoftBank, KDDI, and others. The event is expected to showcase significant developments in B2B tech.
Source:
NEWS
TECH
10:03 p.m.
March 3, 2025
Trump Announces $100 Billion Investment from Taiwanese Chip Company
President Trump announced that a leading Taiwanese semiconductor chip company plans to invest $100 billion in new manufacturing plants in the U.S. This comes amid threats to impose tariffs on semiconductor chip imports.
Source:
10:03 p.m.
March 3, 2025
Microsoft Unveils Dragon Copilot AI Assistant for Healthcare
Microsoft announced Dragon Copilot, the first unified voice AI assistant for clinical workflows. The system combines natural language dictation with ambient listening and generative AI to streamline documentation, surface information, and automate tasks for healthcare providers.
Source:
CONGRESS TRADE
$HOG
10:03 p.m.
March 3, 2025
Tim Moore sells up to $250K in Harley-Davidson (HOG) stock.
Tim Moore sells between $100K and $250K in Harley-Davidson stock.
Tim Moore executed a sale transaction of Harley-Davidson (HOG) shares valued between $100,001 and $250,000. Previously, Moore engaged in multiple trades involving Harley-Davidson, including significant purchases and sales in January 2025. While there is a notable trading pattern involving HOG, no relevant oversight committee context regarding Moore is provided.
Source:
Rep. Tim Moore sells up to $250K in Ford stock.
Rep. Tim Moore sells $100K-$250K in Ford stock, following prior trades in the company.
Tim Moore conducted a sale of Ford stock in the $100,001-$250,000 range on January 7, 2025, as part of a series of trades in Ford. Moore's recent transactions display a pattern of both buying and selling Ford shares, including purchases on January 3, 2025, and January 8, 2025, as well as multiple sales within the same month. Other congressional members, such as Ro Khanna and Daniel Goldman, have also been active in trading Ford stock, but Moore's trades are notably larger in scale than most.
Source:
CONGRESS TRADE
$BWIN
10:03 p.m.
March 3, 2025
Rep. Franklin sells up to $5M in BWIN stock.
Rep. Scott Mr Franklin sold up to $5M in BWIN stock, indicating a major divestment in Brp Group Inc.
Rep. Scott Mr Franklin conducted a joint sale of BWIN stock, valued between $1,000,001 and $5,000,000, continuing a pattern of large transactions involving the company. The sale follows another transaction on February 6, 2025, involving a smaller amount. Franklin's recent trades show a diversified portfolio with significant sales and purchases across various stocks.
Source:
CONGRESS TRADE
$OKTA
10:03 p.m.
March 3, 2025
Ashley Moody sells up to $100K in OKTA stock.
Ashley Moody has sold $50,001-$100,000 of OKTA stock.
Ashley Moody conducted a sale of OKTA stock valued between $50,001 and $100,000. This recent transaction adds to a pattern of varied trades involving technology stocks, including purchases and sales of shares and options in companies like Applied Materials, NVIDIA, and Micron Technology. There is no additional information on sector committee membership to provide further context.
Source:
INSIDER TRADE
$AMD
10:01 p.m.
March 3, 2025
AMD: Su Lisa T S-Sale $6,908,887.75 total in 2 trades
Multiple trades executed today totaling 2 transactions
Details:
- S-Sale 30,299.0 shares at $142.76
- S-Sale 17,979.0 shares at $143.69
Source:
NEWS
AI
5:01 p.m.
March 3, 2025
Chinese researchers advance photonic quantum computing
Chinese scientists have developed a single-photon source with 71.2% efficiency, surpassing the threshold required for scalable photonic quantum computing. This breakthrough addresses a key scalability challenge in quantum computing, though practical implementation still faces hurdles.
Source:
5:01 p.m.
March 3, 2025
Apple doubles Advanced Manufacturing Fund, plans new AI facility
Apple (AAPL) announced it will double its Advanced Manufacturing Fund to drive technological advancements in Texas. The company will build a new advanced manufacturing facility in Houston to produce servers for its Apple Intelligence system, and plans to invest $500 billion in the U.S. over the next four years.
Source:
CONGRESS TRADE
$NGL
5:01 p.m.
March 3, 2025
Rep. Mark Dr Green sells $100K-$250K in NGL shares.
Rep. Mark Dr Green sold $100K-$250K in NGL shares, continuing his pattern of trading NGL frequently.
Rep. Mark Dr Green has reported a sale of NGL Energy Partners LP stock valued between $100,001 and $250,000, maintaining a consistent pattern of frequent transactions in NGL. This is one of several trades involving NGL this year, indicating an ongoing pattern of active trading in this security.
Source:
1:02 p.m.
March 3, 2025
AI-Powered Operations Transform Air Travel Industry
Airlines are integrating AI across multiple operations, from predictive maintenance to real-time flight optimizations, improving efficiency and reducing costs. Major carriers like Delta Air Lines, Emirates, and Singapore Airlines are expanding AI-driven systems to minimize disruptions and improve the passenger experience.
Source:
NEWS
TECH
9:03 a.m.
March 3, 2025
Gartner Identifies Top Cybersecurity Trends for 2025
Gartner has announced the top cybersecurity trends for 2025, influenced by generative AI evolution, digital decentralizing, and supply chain interdependencies. The trends highlight the challenges and opportunities faced by security and risk management leaders in enabling transformation and embedding resilience.
Source:
NEWS
TECH
9:03 a.m.
March 3, 2025
Doublepoint Technologies Launches WowMouse Pro and Partners with Ambiq
Gesture technology leader Doublepoint has launched WowMouse Pro, a premium upgrade for WearOS smartwatches offering enhanced gesture control. The company also announced a partnership with chip manufacturer Ambiq to integrate gesture-recognition algorithms into energy-efficient SoCs.
Source:
NEWS
AI
9:03 a.m.
March 3, 2025
OpenAI Releases GPT-4.5 Research Preview
OpenAI has unveiled a research preview of GPT-4.5, showcasing improved capabilities in emotional intelligence, instruction following, and world understanding. The company emphasized that future models will combine this approach with enhanced reasoning capabilities to create even more powerful AI systems.
Source:
CONGRESS TRADE
$AMZN
9:03 a.m.
March 3, 2025
Sen. Mullin acquires up to $50K in Amazon stock
Sen. Markwayne Mullin buys up to $50K in AMZN.
Sen. Markwayne Mullin disclosed a purchase of Amazon stock valued between $15,001 and $50,000, continuing a pattern of joint stock acquisitions. His recent activity includes various tech and industrial stock transactions. Congress has frequently traded in Amazon, with other members disposing of similar values around the same time.
Source:
Sen. Mullin sells $50K-$100K in AMD stock.
Sen. Markwayne Mullin sells $50,001 - $100,000 AMD stock as part of joint ownership.
Sen. Markwayne Mullin's recent sale of AMD stock valued between $50,001 and $100,000 follows several other transactions in various stocks. Recent trades by Mullin include both purchases and sales across different sectors, including technology stocks like Microsoft (purchased) and AMD (sold). Mullin had previously purchased AMD shares in lower amounts, with trades in AMD being a recurring activity as late as 2023-10-03 and 2023-09-13. Recent Congress trading in AMD shows activity from other members such as Sen. Tuberville also selling AMD stocks frequently, indicating sustained interest in AMD among Congress members.
Source:
Sen. Mullin sells $100K-$250K in VAW ETF.
Sen. Mullin sells $100K-$250K in Vanguard Materials ETF.
Sen. Markwayne Mullin disclosed the sale of Vanguard Materials ETF (VAW) valued between $100,001 - $250,000. This transaction was finalized on February 13, 2025, and marked as a full sale. Recent trading shows that Sen. Mullin has engaged in multiple purchases and sales of various stocks, including a pattern of investing in diverse sectors.
Source:
Sen. Mullin buys $50K-$100K in MSFT stock.
Sen. Markwayne Mullin purchases $50K-$100K in Microsoft (MSFT) stock.
Sen. Markwayne Mullin (OK) purchased Microsoft stock valued between $50,001 and $100,000 jointly owned. This transaction adds to his recent active trading behavior, including purchases in various stocks such as Accenture and LPL Financial. Microsoft's recent congressional trading shows a mix of buys and sells by other members, indicating a balanced interest in this stock across different portfolios.
Source:
EARNINGS CALL
$DELL
9:01 a.m.
Feb. 28, 2025
DELL Q4 2025: Revenue $23.9B up 7%, EPS $2.68 up 18%; AI server demand strong, FY2025 revenue $95.6B.
Dell posted Q4 2025 revenue of $23.9B, EPS $2.68, driven by strong AI demand; FY2025 revenue reached $95.6B, EPS $8.14.
Dell Technologies reported Q4 2025 revenue of $23.9 billion, a 7% increase, with EPS rising 18% to $2.68. The fiscal year 2025 saw revenue of $95.6 billion, up 8%, and record EPS of $8.14, up 10%. Operating income was $8.5 billion amidst a backdrop of server and AI-driven growth, with notable advancements in AI-optimized products. ISG (Infrastructure Solutions Group) revenue grew 22% to $11.4 billion, with AI server shipments boosting the backlog to $9 billion. CSG (Client Solutions Group) revenue slightly increased by 1% due to commercial segment growth. Free cash flow reached $4.5 billion. FY2026 guidance predicts revenue between $101 billion and $105 billion, driven by AI and PC refresh. As Yvonne McGill, CFO, highlighted: "Our total revenue was up 7% to $23.9 billion. This was driven by continued strength in servers." Dell plans a $10 billion share buyback, amidst a competitive yet promising market environment.
Source:
EARNINGS CALL
$ADSK
9 a.m.
Feb. 27, 2025
ADSK Q4 2025: Revenue $1.37B up 12% YoY, strong Construction & Fusion growth, FX headwinds.
Q4 revenue up 12% YoY to $1.37B, driven by Construction and Fusion growth. FX headwinds noted; continued investment in cloud and AI.
Autodesk's Q4 revenue grew 12% YoY to $1.37 billion, with strength in Construction and Fusion. AutoCAD revenue grew 9%, AECO 15%, and manufacturing 10%. Operating margins improved, with GAAP at 22% and non-GAAP at 37%. The company experienced FX headwinds but exceeded expectations in billings, margins, and free cash flow. CEO Andrew Anagnost emphasized restructuring to optimize sales and marketing, and reallocation of resources to strategic investments in cloud technology and AI, maintaining leadership in industry clouds. CFO Janesh Moorjani highlighted a 35% rise in direct revenue and a 24% increase in billings. For FY26, revenue growth is projected at 8-9%, with a focus on enhancing sales productivity and further self-service capabilities. A strategic refocus aims to expand operating margins while prioritizing investments in AI and digital connectivity. The company plans a $1.2 billion share repurchase, increasing by 30-40% YoY, and foresees a GAAP margin at 21-22% and non-GAAP at 39-40%. Free cash flow is expected between $2.075 billion and $2.175 billion.
Source:
EARNINGS CALL
$ESTC
9 a.m.
Feb. 27, 2025
Elastic Q3 2025: Revenue $382M (+17% y/y), Cloud growth 26%, AI driving customer commitments
Elastic Q3 2025: Revenue $382M (+17% y/y), Cloud growth 26%, AI driving customer commitments
Elastic's Q3 2025 earnings call highlighted a 17% y/y increase in total revenue to $382M, bolstered by a 26% growth in cloud revenue. Notably, the number of customers spending over $100K rose to over 1,460, with significant contributions from Gen AI initiatives. CEO Ashutosh Kulkarni emphasized strong execution in sales despite initial Q1 challenges, with the company's Gen AI capabilities being a critical driver for securing large deals, including a seven-figure contract with a digital career platform. Interim CFO Eric Prengel noted a gross margin of 76.7% and a non-GAAP operating margin of 16.8%. Diluted EPS was reported at $0.63. Elastic plans continued investment in Gen AI and expects steady revenue and margin growth into FY26.
"Our Q3 results reflect ongoing momentum across all aspects of our business," said Ashutosh Kulkarni, CEO.
Source:
NEWS
AI
10:03 p.m.
March 2, 2025
Generative AI Summit 2025 to focus on enterprise AI implementation
The 3rd Annual Generative AI Summit, scheduled for March 31 - April 2, 2025 in London, will address the shift from pilot programs to full-scale AI deployments across industries. The event will cover topics such as AI governance, data management, and driving measurable value from AI implementations.
Source:
10:03 p.m.
March 2, 2025
Microsoft advocates for changes to AI chip export restrictions
Microsoft is pushing for changes to the AI Diffusion Rule, which restricts AI chip exports. The company plans to invest $80 billion in global AI infrastructure and argues that current restrictions are hindering industry growth.
Source:
10:03 p.m.
March 2, 2025
Samsung showcases mobile AI leadership at MWC 2025
Samsung is presenting its latest AI innovations at Mobile World Congress 2025, including advancements in Galaxy AI and software-centric networks. The company is showcasing the Galaxy S25 series, new A series devices, and its first XR headset, Project Moohan.
Source:
10:03 p.m.
March 2, 2025
HP announces additional 2,000 job cuts in restructuring plan
HP Inc. plans to lay off up to 2,000 more employees as part of its 'Future Now' restructuring plan, bringing total job cuts to 9,000. The company expects to save $1.9 billion through fiscal year 2025 and is increasing investments in AI technology.
Source:
10:03 p.m.
March 2, 2025
Nokia and partners accelerate AI-RAN development at MWC25
Nokia announced partnerships with KDDI, SoftBank, T-Mobile US, and NVIDIA to advance AI-powered Radio Access Networks (RAN) at Mobile World Congress 2025. The company is opening an AI-RAN Center in Dallas to accelerate development and is demonstrating AI solutions for network optimization.
Source:
NEWS
MARKET
5:02 p.m.
March 2, 2025
Global Art Market Shows Resilience Amid Economic Challenges
The global art market demonstrated continued growth in 2024, with sales increasing 3% year-on-year to an estimated USD 67.8 billion. This marks the second consecutive year of growth, surpassing pre-pandemic levels, despite economic and geopolitical challenges.
Source:
Mobile World Congress 2025 Kicks Off in Barcelona
The Mobile World Congress 2025 is set to begin in Barcelona, featuring major tech companies showcasing new smartphones, AI hardware, and concept devices. The event, running from March 3 to 6, will host press previews on March 2, with companies like Samsung, Google, Qualcomm, and Nvidia expected to make significant announcements.
Source:
5:02 p.m.
March 2, 2025
Nokia and Partners Accelerate AI-RAN Development at MWC25
Nokia announced collaborations with KDDI, SoftBank Corp., T-Mobile US, and NVIDIA to advance AI-powered Radio Access Networks (RAN) at Mobile World Congress 2025. The company is opening an AI-RAN Center in Dallas to accelerate development and is working with partners to explore practical applications and architectures.
Source:
CONGRESS TRADE
$BWIN
5:02 p.m.
March 2, 2025
Rep. Franklin sells up to $5M in BWIN.
Rep. Scott Franklin (FL18) sells $1M-$5M in BWIN shares.
Rep. Scott Franklin executed a significant sale of BWIN, Brp Group Inc, stock valued between $1,000,001 and $5,000,000. This follows a smaller sale of the same stock earlier in the month. BWIN has also been traded by other congress members such as Josh Gottheimer in recent history, who made a purchase in 2024. There is no noted industry oversight committee involvement relevant to this transaction.
Source:
CONGRESS TRADE
$MSFT
5:02 p.m.
March 2, 2025
Sen. Mullin purchases $50K-$100K in MSFT stock.
Sen. Mullin purchased $50K-$100K in Microsoft (MSFT) stock.
Sen. Markwayne Mullin, representing Oklahoma, disclosed the purchase of Microsoft (MSFT) stock, valued between $50,001 and $100,000. The stock was jointly owned. Mullin's recent trading history includes multiple purchases and sales, primarily between $1,001 and $50,000 in diverse stocks such as L3Harris Technologies and Constellation Brands. Microsoft has seen both purchases and sales from different Congress members, with Mullin's purchase being among the larger transactions. This purchase aligns with his recent trading pattern involving technology and industrial stocks.
Source:
Sen. Mullin sells $100K-$250K in VAW ETF.
Sen. Mullin executed a substantial sale of $100,001-$250,000 in VAW ETF.
Sen. Mullin completed a significant sale of the Vanguard Materials ETF worth between $100,001-$250,000. This transaction adds to his recent extensive trading activity in February, which included several purchases and sales across various sectors. No committee oversight related to the VAW ETF is noted in connection with Mullin's responsibilities.
Source:
Markwayne Mullin sells $50K-$100K in AMD stock.
Sen. Markwayne Mullin sells $50K-$100K of AMD stock.
Sen. Markwayne Mullin executed a sale of AMD stock valued between $50,001 and $100,000. Recent trades indicate Mullin predominantly engages in both purchases and sales across various sectors, but this is one of his higher-value transactions. Other recent Congressional trades involving AMD include sales by Ashley Moody and Tommy Tuberville. Mullin's activity shows prior interests in AMD, having previously purchased shares in 2023 and 2024.
Source:
Sen. Mullin buys $50K-$100K in ACN stock.
Sen. Mullin purchases $50K-$100K in Accenture stock.
Sen. Markwayne Mullin has purchased ACN stock valued between $50,001 and $100,000. This purchase follows a pattern of varied portfolio activity, including recent trades in tech and finance sectors such as MSFT and GS. The recent Congress activity in ACN shows previous transactions mostly involving sales by other senators over the years.
Source:
Sen. Mullin acquires up to $100K in LPLA stock.
Sen. Mullin bought $50,001-$100,000 in LPLA stocks.
Senator Markwayne Mullin from Oklahoma purchased LPL Financial Holdings Inc stock, valued between $50,001 and $100,000, as part of a broader trading activity that includes recent transactions in multiple sectors. He has been actively trading in various companies, including tech and industrial sectors.
Source:
Sen. Mullin purchases $50K-$100K in ACN stock.
Sen. Mullin buys $50K-$100K in ACN stock, continuing recent tech-centric trading trend.
Sen. Markwayne Mullin from Oklahoma purchased Accenture (ACN) stock valued between $50,001 and $100,000 on February 13, 2025. This trade is part of a broader trend in his portfolio that includes recent technology and finance-related purchases such as Microsoft (MSFT), Amazon (AMZN), and LPL Financial Holdings (LPLA). Recent trading behavior shows a focus on acquiring technology and financial stocks, though there are no specific Congressional industry committee affiliations mentioned involving Accenture.
Source:
Sen. Mullin buys $50K-$100K in LPLA stock.
Sen. Mullin purchases $50,001-$100,000 in LPLA stock as part of a diverse trading pattern.
On February 13, 2025, Sen. Markwayne Mullin purchased LPL Financial Holdings Inc (LPLA) stock valued between $50,001-$100,000. This transaction is a part of his broader trading activities, which included both buys and sells in various stocks, such as Microsoft, Amazon, and Advanced Micro Devices with similar and larger values recently. Other Congress members' transactions in LPLA were not detailed, focusing his recent trade disclosures on a single transaction in LPLA.
Source:
EARNINGS CALL
$NTAP
5 p.m.
Feb. 27, 2025
NTAP Q3 2025: Revenue $1.64B up 2% YoY, operating margin 30%, AI & cloud growth strong, FY guide lowered on USD impact
NetApp delivered Q3 2025 revenue of $1.64B, up 2% YoY, with an operating margin of 30% despite sales execution issues delaying some deals; reduced FY 2025 guidance due to stronger USD and divestiture impacts.
NetApp's Q3 2025 revenue increased by 2% year-over-year to $1.64 billion, coming in below the midpoint of guidance partly due to FX headwinds. The operating margin was 30%, above expectations, although sales execution issues caused some deals to be delayed. CEO George Kurian noted a focus on improving sales processes after inconsistent execution led to delays in closing some large deals late in the quarter, while CFO Mike Berry highlighted actions to streamline expenses in Q4. Public cloud revenue increased by 15% year-over-year and cloud gross margins improved by 1000 basis points to 76%. The Keystone service grew by 60% YoY, reflecting strong demand for storage-as-a-service. NetApp also saw growth in hybrid cloud and AI-related revenues, with its all-flash array business recording an annualized revenue run rate of $3.8 billion after 10% YoY growth. However, headwinds from the sale of Spot by NetApp and currency impacts led to a reduction in full-year revenue and EPS guidance. Operating cash flow declined to $385 million from $484 million a year ago due to lower collections and strategic SSD purchases. CEO George Kurian stated, "We remain well positioned with customers as the supplier of choice." CFO Mike Berry confirmed that cloud strategic initiatives and tight cost controls remain priorities as the company enters the next quarter.
Source:
EARNINGS CALL
$HPQ
5 p.m.
Feb. 27, 2025
HPQ Q1 2025: Revenue up 2% YoY, EPS $0.74, AI PC growth driving commercial gains.
HPQ reports Q1 2025 revenue growth of 2% YoY, EPS of $0.74, driven by commercial revenue and AI PC growth.
HP Q1 2025 shows 2% revenue growth YoY, with gains in Personal Systems and commercial sectors offsetting consumer decline. Non-GAAP EPS was $0.74, slightly above midpoint guidance. Personal Systems revenue rose 5%, driven by a 10% growth in commercial, despite a 7% drop in consumer sales. Print revenue declined 2% but saw growth in consumer hardware and subscriptions, with notable wins in managed print services. Tariff impact has been incorporated into guidance, and structural cost savings are projected to reach $1.9B by FY 2025 end. HP is investing in AI through acquisitions and expects continued momentum towards AI-powered PC growth.
Source:
CONGRESS TRADE
$F
1:02 p.m.
March 2, 2025
Rep. Tim Moore sells up to $250K in Ford stock.
Rep. Tim Moore executes a sale of Ford stock valued between $100,001 - $250,000.
Rep. Tim Moore conducted multiple transactions in Ford stock in January 2025, with sales on the 7th and 21st and purchases on the 3rd, 6th, 8th, and 13th. His trading pattern in January includes substantial activity in various stocks, including both sales and purchases in Ford and other companies. Recent Congress trading in Ford involves other members, indicating ongoing interest in the stock.
Source:
Tim Moore sells up to $250K in Harley-Davidson stock.
Tim Moore conducted a sale of Harley-Davidson stock valued between $100,001 and $250,000.
Rep. Tim Moore recently sold Harley-Davidson (HOG) stock valued between $100,001 and $250,000. Moore has actively traded HOG stock over the past month, with multiple transactions including both purchases and sales of varying amounts. This sale continues Moore's recent trading pattern in the stock market as seen in his activity with other stocks like Ford and Direxion Daily Small Cap ETF. Recent Congress trading in Harley-Davidson includes previous sales by members like Ro Khanna and Gilbert Cisneros.
Source:
Tim Moore sells up to $500K in Harley-Davidson (HOG) stock.
Rep. Moore sells $250,001-$500,000 worth of Harley-Davidson stock after multiple trades in January 2025.
Rep. Tim Moore sold between $250,001 and $500,000 of Harley-Davidson Inc (HOG) stock on January 7, 2025. This transaction is part of Moore's active trading pattern in January 2025, which includes multiple purchases and sales of Harley-Davidson shares of varying values. The consistency of Moore's trades in HOG throughout January suggests a strategic or speculative approach to this particular stock. Other members have also participated in transactions involving Harley-Davidson stock previously, though Moore's trading activity is notably concentrated in this period.
Source:
Rep. Tim Moore sells Ford stock between $50K-$100K.
Rep. Tim Moore sells $50K-$100K in Ford stock. Recent trading in Ford includes both purchases and sales this month.
Rep. Tim Moore sold Ford Motor Co stock valued between $50,001 and $100,000. Recently, Moore has exhibited a pattern of both purchasing and selling Ford stock, reflecting active trading within the month. Additionally, Moore's trading in Ford is part of broader congressional interest in this stock, with multiple trades reported by various members. Ford does not fall under direct oversight of any specific committee linked to Moore.
Source:
Rep. Tim Moore purchases $15,001 - $50,000 in TNA ETF.
Rep. Tim Moore purchases TNA ETF worth $15,001 - $50,000.
Rep. Tim Moore recently purchased $15,001 - $50,000 in the Direxion Daily Small Cap Bull 3X ETF (TNA) on January 14, 2025. This is part of a pattern of frequent trading in TNA, as Moore has made several trades in this ETF within a few weeks, including both sales and larger purchases, such as a $250,001 - $500,000 purchase on January 13, 2025.
Source:
Rep. Moore sells $100K-$250K in TNA, a leveraged small-cap ETF.
Rep. Moore sold $100K-$250K in the Direxion Daily Small Cap Bull 3X ETF (TNA).
Rep. Tim Moore executed a sale of TNA valued between $100,001 and $250,000 as part of his ongoing trading activity within 2025. His recent trading pattern includes multiple buy and sell transactions of TNA, suggesting an active strategy in this leveraged ETF. Notably, Moore's trading activity spans several other stocks, indicating a diverse portfolio approach. There is no available committee oversight relevant to this trade.
Source:
Rep. Tim Moore sells up to $500K in TNA ETF.
Rep. Tim Moore sells up to $500K in TNA, following consistent trading in this ETF.
Rep. Tim Moore disclosed a sale of $250,001 to $500,000 in the Direxion Daily Small Cap Bull 3X ETF (TNA), following previous sales and purchases within the same month. Moore's trading pattern shows frequent transactions in TNA, with multiple purchases and sales reported. The data indicates active trading in small cap-focused ETFs by Rep. Moore, reflecting potential strategic trading decisions within the ETF market.
Source:
Rep. Tim Moore purchases up to $500K in TNA ETF.
Rep. Moore purchases $250K-$500K in TNA after previous frequent trades in the same asset.
Rep. Tim Moore made multiple trades involving the DIREXION DAILY SMALL CAP BULL 3X ETF (TNA) in January 2025. This includes a purchase on January 13 for $250,001 - $500,000, preceded and followed by smaller trades in the same ETF, suggesting an active trading strategy in this asset. Moore has a pattern of buying and selling TNA in rapid succession, as demonstrated by his frequent transactions throughout January.
Source:
CONGRESS TRADE
$AMAT
1:02 p.m.
March 2, 2025
Ashley Moody buys $100K-$250K in AMAT shares.
Rep. Ashley Moody purchases $100,001-$250,000 in Applied Materials stock.
Ashley Moody conducted a purchase of Applied Materials (AMAT) stock at an amount ranging from $100,001 to $250,000. This transaction is part of a pattern where Moody frequently engages in high-value trades, often with AMAT. Recently, there have been additional purchases and sales of AMAT stock suggesting active trading interest in this particular asset. The member's transaction aligns with ongoing congressional trading activities in this stock.
Source:
Ashley Moody purchases $100K+ in AMAT stock.
Ashley Moody buys $100K-$250K in AMAT stock; Moody has engaged in multiple transactions with AMAT recently.
Ashley Moody purchased Applied Materials (AMAT) stock amounting to $100,001-$250,000. This adds to a series of transactions involving AMAT, with purchases on January 21, 22, and 27, 2025, each within the same monetary range. There were also smaller options sales, suggesting a pattern of active trading in AMAT within a short period. Other members of Congress have also traded in AMAT recently, but specific committee oversight relevance is not detailed.
Source:
Ashley Moody buys $50K-$100K in HWM stock.
Ashley Moody purchased $50K-$100K in Howmet Aerospace Inc stock.
Ashley Moody made a purchase of Howmet Aerospace Inc (HWM) stock valued between $50,001 and $100,000. In the same timeframe, she previously sold a smaller amount in HWM stock options. Ashley Moody's recent trading activity includes transactions in other tech and aerospace-related stocks like AMAT, NVDA, and MU. No other congressional transactions in HWM were noted during this period.
Source:
INSIDER TRADE
$ABNB
1:01 p.m.
March 2, 2025
Airbnb's Nathan Blecharczyk sells $3.79M in stock.
Nathan Blecharczyk has been actively selling shares, with recent sales totaling over $3.79M.
Nathan Blecharczyk, a director and Chief Strategy Officer at Airbnb, sold 26,154 shares at $145 each, totaling $3,792,330. He now owns 159,337 shares. This sale follows a pattern of recent disposals, including a smaller sale of 2,712 shares earlier in February. In the current quarter, Airbnb insiders have disposed of 2,369,494 shares across 74 transactions, indicating a trend of share sales among company insiders.
Source:
9:02 a.m.
March 2, 2025
Microsoft Invests $700 Million in Polish Security and Computing Infrastructure
Microsoft announced a $700 million investment to enhance security and computing power in Poland. This move is part of the company's ongoing efforts to strengthen its global infrastructure and support AI-driven technologies.
Source:
9:02 a.m.
March 2, 2025
Samsung Unveils New Galaxy AI Features at MWC 2025
Samsung showcased its latest mobile AI innovations at Mobile World Congress 2025, including advancements in Galaxy AI and software-centric networks. The company introduced new AI features for the Galaxy S25 series and extended AI experiences to its new A series lineup, health products, and home devices.
Source:
EARNINGS CALL
$DUOL
9 a.m.
Feb. 27, 2025
DUOL Q4 2024: Record revenue growth 39% YoY, DAU at 40M, Duolingo Max drives subscriber increase
DUOL Q4 2024: Record revenue growth 39% YoY, DAU at 40M, Duolingo Max drives subscriber increase
Duolingo's Q4 2024 earnings showcased a record quarter with a 39% revenue increase year-over-year, driven by a 42% jump in total bookings. The company's daily active users (DAUs) grew by 51% to 40 million. A key driver was the strong adoption of Duolingo Max, with subscriptions rising significantly, now representing 5% of total subscribers. The Family Plan also saw continued momentum, contributing to this growth. CFO Matt Skaruppa highlighted the focus on expanding content leveraging AI and scaling operations globally, aiming for over a $1 billion in bookings in 2025. He also noted a temporary impact on gross margins due to AI costs but emphasized expected improvements in cost efficiency later in the year. CEO Luis von Ahn emphasized the strategic focus on growing more advanced content and leveraging Duolingo Max as a significant growth lever, particularly its Video Call feature which boosts user engagement.
Source:
10:02 p.m.
March 1, 2025
Nvidia Reports 80% Profit Jump Amid AI Boom
Nvidia announced an 80% increase in profits as the company continues to benefit from the ongoing AI boom. The strong earnings report reflects Nvidia's dominant position in AI chip manufacturing and the growing demand for AI technologies across industries.
Source:
10:02 p.m.
March 1, 2025
EU and France Shift AI Policy Focus to Investment Over Regulation
The EU and France announced major policy shifts towards investing in AI development rather than strict regulation at the AI Action Summit in Paris. Both pledged billions to support AI companies and infrastructure, marking a pivotal moment in global AI policy. The announcement immediately impacted AI-related cryptocurrency tokens, with SingularityNET (AGIX) surging 7.2% within an hour.
Source:
Quantum Computing Race Heats Up with Recent Breakthroughs
Multiple companies have announced breakthroughs in quantum computing, intensifying the race in this field. Alphabet and Microsoft recently unveiled advancements with their quantum computing chips, including Alphabet's Willow chip which addresses a major accuracy problem in quantum computing.
Source:
NEWS
TECH
5:18 p.m.
March 1, 2025
Tech Forecaster Predicts Major Starlink Announcement on March 13
Technology forecaster James Altucher predicts Elon Musk will make a historic announcement about Starlink on March 13, 2025. Altucher believes this could be the 'largest internet transformation of the modern era', potentially disrupting traditional telecom companies.
Source:
NEWS
AI
5:18 p.m.
March 1, 2025
Figure Launches Helix AI for Advanced Humanoid Robot Control
Figure has introduced Helix, a vision-language-action (VLA) AI model enabling advanced control of humanoid robots in unstructured environments. Helix uses a dual system approach for improved coordination and precision, allowing robots to perform complex tasks using natural language commands.
Source:
NEWS
AI
5:18 p.m.
March 1, 2025
State Legislatures Consider Wave of AI Legislation in 2025
Hundreds of AI-related bills have been introduced in state legislatures in 2025, covering areas like consumer protection, automated decision-making, chatbots, and generative AI transparency. Key trends include comprehensive consumer protection laws, sector-specific AI regulation, and requirements for AI transparency and energy usage reporting.
Source:
EARNINGS CALL
$DELL
5 p.m.
Feb. 28, 2025
DELL Q4 2025: Revenue $23.9B, EPS $2.68 grows 18%, AI backlog at $9B expands
Q4 revenue reached $23.9B, driven by 22% ISG growth; EPS was $2.68, up 18%; AI-related backlog expanded to $9B
Dell Technologies reported Q4 2025 revenue of $23.9 billion, a 7% increase due to strong Infrastructure Solutions Group (ISG) growth at 22%. The EPS grew 18% to $2.68, primarily supported by a robust performance in ISG which saw a revenue of $11.4 billion, with servers and networking reaching a record $6.6 billion, up 37%. AI demand is rising, with orders at $1.7 billion and shipments of $2.1 billion, resulting in a backlog of $9 billion. The Client Solutions Group (CSG) faced challenges with consumer demand down 12%. FY '26 guidance suggests continued growth, with $15 billion projected in AI server shipments and EPS expected to rise to $9.30, a 14% increase. "Our modernization has made us more efficient and provided us the ability to invest more in innovation," said Jeff Clarke, COO.
Source:
NEWS
AI
1:03 p.m.
March 1, 2025
Anthropic Launches New Claude AI Model
AI company Anthropic released an upgraded version of its Claude language model. The new Claude offers improved capabilities in areas like reasoning and analysis.
Source:
CONGRESS TRADE
$BWIN
1:03 p.m.
March 1, 2025
Rep. Scott Franklin sells $1-5M in BWIN stock.
Rep. Scott Franklin sells $1-5M in BWIN (Brp Group Inc) stock.
Rep. Scott Franklin disclosed a joint sale of BWIN stock valued between $1,000,001 and $5,000,000 on February 7, 2025. This is part of his recent trading activity in BWIN, where another sale was made on February 6, 2025, for $15,001 - $50,000. Previous Congress trading in BWIN includes purchases by Rep. Josh Gottheimer in May 2024. Franklin's trading activity includes various stocks but shows a recent focus on divesting from BWIN.
Source:
CONGRESS TRADE
$VAW
1:02 p.m.
March 1, 2025
Sen. Mullin sells $100K-$250K VAW ETF.
Sen. Mullin sells $100K-$250K in Vanguard Materials ETF hinting a shift post recent purchases in tech and finance.
Sen. Markwayne Mullin sold $100,001-$250,000 worth of Vanguard Materials ETF, classified as a full sale. This transaction is part of a broader pattern that includes recent purchases in diverse sectors such as technology (Microsoft, AMD) and finance (Goldman Sachs), suggesting a strategic reallocation of assets. Mullin's recent activity shows simultaneous sales and purchases, implying diverse strategic investment positioning.
Source:
Sen. Mullin acquires $50K-$100K in MSFT stock.
Sen. Markwayne Mullin purchases $50,001-$100,000 in Microsoft stock.
Sen. Markwayne Mullin of Oklahoma made a joint purchase of Microsoft stock valued between $50,001 and $100,000 on February 13, 2025. This purchase is part of a larger pattern of frequent trading activity, as Mullin has been actively buying and selling various stocks, including recent investments in Amazon, Accenture, and LPL Financial Holdings. Microsoft has seen recent trading activity among other Congress members, such as sales from Sen. Tommy Tuberville and Sen. Shelley Moore Capito's spouse. Mullin's trade marks a consistent trend of acquisitions, aligning with his ongoing diverse investment strategy.
Source:
Sen. Mullin sells $50K-$100K in AMD.
Sen. Mullin sells $50K-$100K of AMD stock.
Sen. Markwayne Mullin (OK) sold AMD stock worth $50,001-$100,000 on February 13, 2025. This transaction is part of a broader pattern of mixed trades, including recent purchases and sales in various sectors. Mullin previously bought AMD shares in late 2023 and early 2024, ranging from $1,001 to $50,000.
Source:
Sen. Mullin sells $50K-$100K in AMD stock.
Sen. Mullin reports a full sale of $50K-$100K in AMD stock.
Sen. Markwayne Mullin executed a full sale of AMD stock valued between $50,001 and $100,000. This aligns with Mullin's recent trading pattern, where numerous buy and sell transactions across different stocks are recorded. Recent Congress trading data shows Mullin and others, including Sen. Tommy Tuberville, have also traded AMD stock within the previous year, indicating active interest in this asset.
Source:
Sen. Mullin sells $100K-$250K in VAW ETF.
Sen. Mullin from Oklahoma fully divests from Vanguard Materials ETF, executing significant stock-related activities in recent months.
Sen. Markwayne Mullin executed a full sale of his joint holdings in Vanguard Materials ETF (VAW) valued between $100,001 and $250,000. The transaction was disclosed on February 28, 2025, occurring on February 13, 2025. This trade follows a pattern of significant trading activity by Mullin in early February, including both purchases and sales across various sectors, emphasizing a strategy of realignment in his investment portfolio. No specific committee oversight concerning the Vanguard Materials ETF is indicated in the context of Mullin's legislative responsibilities.
Source:
Sen. Mullin purchases $15K-$50K in AMZN stocks.
Sen. Markwayne Mullin purchased $15K-$50K in Amazon stocks.
Markwayne Mullin's recent purchase of Amazon stock valued between $15,001 and $50,000 is part of his ongoing investments in various companies, with multiple purchases and sales reported across different sectors. Currently, there is no specific committee oversight context related to Amazon.
Source:
Sen. Mullin purchases $50K-$100K in LPLA shares.
Sen. Markwayne Mullin purchases $50K-$100K in LPL Financial Holdings Inc. stock.
Sen. Markwayne Mullin made a purchase of LPL Financial Holdings Inc. stock, valued between $50,001 and $100,000. This trade fits within a recent pattern of varied stock transactions, including both purchases and sales across different sectors. Given the recent Congress activity, Mullin's investment in LPLA represents a notable individual action within legislative trading patterns. Specific committee oversight context is not indicated.
Source:
Sen. Mullin buys $50K-$100K in Accenture (ACN) amid tech sector interest.
Sen. Markwayne Mullin purchased $50,001-$100,000 in Accenture (ACN) stock.
Sen. Markwayne Mullin purchased Accenture stock valued between $50,001 and $100,000 on February 13, 2025. This trade is part of a series of recent transactions by Mullin, primarily involving technology and related sectors, including purchases in Microsoft and IQVIA. Mullin has demonstrated an active trading pattern with joint ownership declared in his transactions. Other Congress members have also engaged in trading Accenture stock, though the specifics of Mullin's committee assignments relevant to this transaction were not provided.
Source:
Sen. Mullin buys $15K-$50K in AMZN.
Sen. Markwayne Mullin purchases $15K-$50K in Amazon stock.
Sen. Mullin's recent trade activity shows a purchase of Amazon stock valued between $15,001 and $50,000 on February 13, 2025. This is consistent with previous buying patterns in Amazon, as Mullin also made several purchases of Amazon stock in 2023. Overall, Mullin has frequently engaged in purchasing stocks, including those in the technology sector, such as Microsoft and Dell.
Source:
Sen. Mullin purchases $50K-$100K in LPLA.
Sen. Markwayne Mullin purchased $50K-$100K in LPLA Financial Holdings stock; committee oversight not mentioned.
Sen. Markwayne Mullin, from Oklahoma, conducted a joint purchase of LPL Financial Holdings Inc (LPLA) stock valued between $50,001 and $100,000 on February 13, 2025. Previously in February 2025, Mullin also executed multiple stock transactions across various industries, with amounts ranging from $1,001 to $250,000. No specific committee oversight related to LPLA is mentioned in the details provided. Recently, Mullin alone is reported as trading in LPLA among Congress members.
Source:
Sen. Markwayne Mullin invests $50K-$100K in Accenture (ACN).
Sen. Markwayne Mullin purchases $50K-$100K in Accenture.
Sen. Markwayne Mullin recently purchased ACN stock valued between $50,001 and $100,000. This follows a series of transactions where he bought and sold various stocks such as AMD, TJX, and MSFT, all executed in February 2025. Markwayne Mullin's trading activity is notable for its frequency and the diversity of stocks, including a variety of sectors. Accenture (ACN) has experienced mixed trading activity in Congress, with recent sales by other members prior to Mullin's purchase.
Source:
EARNINGS CALL
$HPQ
1 p.m.
Feb. 27, 2025
HPQ Q1 2025: Revenue up 2% YOY, EPS $0.74 aligns with guidance, strong commercial sales offset by consumer market downturn
HPQ delivers 2% revenue growth YOY; non-GAAP EPS at $0.74, aligned with guidance. Strong commercial sales but softness in China and gaming.
In Q1 2025, HPQ reported a 2% revenue increase year-over-year, largely driven by Personal Systems and commercial sales. Non-GAAP EPS was $0.74, which was slightly above the midpoint of guidance. Despite the overall revenue growth, consumer sales and the gaming segment underperformed, prompting a reorganization where gaming is now part of the core portfolio. Commercial revenue surged 10% year-over-year, thanks to AI PC adoption and a Windows 11 refresh cycle, although consumer revenue fell 7% in a competitive market. Growth in strategic areas like AI PCs and hybrid systems offset weaknesses in consumer markets and a price-competitive environment in China. "We expect to be gaining share, especially in the commercial space, especially in premium" stated Enrique Lores, CEO. HP plans to save $1.9 billion in annual structural costs by FY 2025 to offset geopolitical uncertainties, supported by tariff-resilient supply chain moves. The recent acquisition of Humane aims to boost AI capabilities across HP devices. Total print revenue declined slightly by 1%, but consumer subscription services showed strong performance, with growth in industrial applications. Moving forward, HPQ aims for stronger performance in the second half of the fiscal year due to tariff mitigation actions, strategic acquisitions, and operational efficiencies.
Source:
NEWS
AI
9:04 a.m.
March 1, 2025
U.S. Government Seeks Input on National AI Action Plan
The Office of Science and Technology Policy is requesting public input for the development of a national Artificial Intelligence Action Plan. The plan, directed by a Presidential Executive Order, aims to sustain and enhance America's AI dominance while ensuring innovation is not hampered by unnecessary regulations.
Source:
9:04 a.m.
March 1, 2025
NVIDIA GTC 2025 Conference Approaches with Focus on AI Advancements
NVIDIA's GTC 2025 conference is set to begin on March 18, featuring sessions on AI applications in stock trading, electric vehicles, humanoid robots, and cybersecurity. The event is expected to showcase NVIDIA's latest AI technologies and developments.
Source:
9:04 a.m.
March 1, 2025
Meta Lays Off 3,600 Employees in Performance-Based Cuts
Meta is laying off 5% of its staff based on performance ratings, according to an internal memo from CEO Mark Zuckerberg. The company plans to replace the affected employees with new hires in 2025.
Source:
9:04 a.m.
March 1, 2025
Trump Announces $500 Billion 'Stargate Project' AI Initiative
President Donald Trump unveiled a $500 billion initiative called 'The Stargate Project' aimed at revolutionizing U.S. AI infrastructure over the next four years. The announcement was made alongside tech leaders including OpenAI's Sam Altman, Oracle's Larry Ellison, and SoftBank's Masayoshi Son.
Source:
CONGRESS TRADE
$F
9:04 a.m.
March 1, 2025
Rep. Tim Moore purchases $50K-$100K in Ford stock.
Rep. Tim Moore purchases $50K-$100K in Ford stock.
Rep. Tim Moore engaged in a purchase of Ford Motor Co stock valued between $50,001 and $100,000. In January 2025 alone, Moore has conducted multiple transactions involving Ford, indicating active trading in this stock with both purchases and sales. In January 2025, there have been significant trading activities involving Ford by various members, including Gil Cisneros and Tim Moore. Moore's trades reflect a pattern of buying and selling within the same month, suggesting a dynamic approach to stock trading.
Source:
Rep. Tim Moore sells $250K-$500K in HOG stock.
Rep. Tim Moore conducts a substantial sale of Harley-Davidson (HOG) stock.
Rep. Tim Moore executed a sale of Harley-Davidson shares valued between $250,001 and $500,000. This action follows his recent purchase and sale activities in the same stock earlier in January 2025, indicating active trading behavior. Other members of Congress have also traded HOG stock, with Moore having significant transactions within the same period.
Source:
Rep. Tim Moore sells $250K-$500K in TNA.
Rep. Tim Moore sells $250K-$500K in TNA, indicating active trading in DIREXION DAILY SMALL CAP BULL 3X ETF.
Rep. Tim Moore executed a sale of $250,001 - $500,000 in TNA, marking continued active trading in the DIREXION DAILY SMALL CAP BULL 3X ETF. Moore's recent patterns show multiple transactions in TNA, both purchases, and sales, within the past month, indicating a high turnover in his holdings of this ETF. This transaction is part of a broader pattern of trading in TNA by Congress members during the same period.
Source:
Rep. Tim Moore sells $100K-$250K in TNA.
Rep. Tim Moore executed a sale of $100K-$250K in TNA, an ETF with no direct committee oversight implications.
Rep. Tim Moore's sale of TNA between $100,001 and $250,000 on January 2, 2025, is part of a series of trades in the same security. His recent trading pattern in TNA includes multiple purchases and sales within the same month, indicating frequent activity in this ETF. No further context is available regarding committee oversight related to this ETF.
Source:
Rep. Tim Moore purchases $250K-$500K in TNA ETF.
Rep. Tim Moore purchases $250K-$500K in TNA ETF, with active trading in this asset.
Rep. Tim Moore has engaged in active trading of TNA, including multiple purchases and sales in January 2025. His recent significant purchase aligns with several transactions in this asset, indicating a high level of activity in TNA. Moore's trading pattern suggests a strategic interest in TNA, with no visible oversight connection.
Source:
Tim Moore purchases $50K-$100K in TNA ETF.
Rep. Tim Moore buys $50K-$100K in TNA ETF; active trading in TNA observed.
Rep. Tim Moore purchased between $50,001 - $100,000 in TNA (Direxion Daily Small Cap Bull 3X ETF). Moore has been actively trading in TNA, with recent transactions including both purchases and sales in the past weeks. The data reflects a focus on this ETF with multiple trades in January 2025.
Source:
Tim Moore purchases $15K-$50K in TNA.
Tim Moore's latest trade involves purchasing TNA between $15K - $50K.
Tim Moore has been actively trading Direxion Daily Small Cap Bull 3X ETF (TNA), purchasing and selling significant amounts within a short span. Most recently, he bought TNA shares worth $15,001 - $50,000 on January 14, 2025. Previously, he engaged in frequent trades of TNA earlier in the same month with varying purchase and sale amounts ranging from $15,001 to over $250,000.
Source:
Rep. Tim Moore sells $50-100K in TNA.
Rep. Tim Moore executed a sale of $50,001 - $100,000 in TNA, continuing his active trading of this ETF.
Rep. Tim Moore sold $50,001 - $100,000 worth of Direxion Daily Small Cap Bull 3X ETF (TNA). Recently, Moore has shown active trading behavior in TNA, with multiple purchases and sales in January 2025. This pattern includes both significant buys and sales, indicating a possible strategy around this ETF.
Source:
CONGRESS TRADE
$AMAT
9:04 a.m.
March 1, 2025
Ashley Moody purchases $100K-$250K in AMAT stock.
Ashley Moody purchases $100K-$250K in AMAT stock.
Ashley Moody made a purchase of $100K-$250K in Applied Materials Inc (AMAT) stock. Recent trading patterns show multiple purchases and sales of AMAT, with similar purchase amounts reported on January 21 and January 22, 2025. Congress members have been actively trading AMAT, with numerous transactions, including purchases by Markwayne Mullin and sales by Tommy Tuberville.
Source:
Ashley Moody purchases $100K-$250K in AMAT stock.
Sen. Ashley Moody purchases $100K-$250K in Applied Materials (AMAT) stock.
Sen. Ashley Moody purchased between $100,001 and $250,000 worth of Applied Materials (AMAT) stock on January 27, 2025. This follows similar purchases earlier in January within the same value range. Additionally, Moody has engaged in trading activities involving AMAT and other tech-related stocks such as NVIDIA and Micron. Recent congressional trading activity in AMAT has seen both purchases and sales by other members, including ongoing activity by Sen. Markwayne Mullin and Sen. Tommy Tuberville.
Source:
Ashley Moody invests $100K-$250K in AMAT.
Ashley Moody purchases $100K-$250K in AMAT shares, adding to previous significant investments in the company.
Ashley Moody's purchase of AMAT stock ranges between $100,001 and $250,000, adding to similar transactions made on 2025-01-22 and 2025-01-27. This reflects a continued focus on AMAT, with multiple purchases and sales around similar values this year. Recent Congress trading has seen other members like John Boozman and Markwayne Mullin also engage in AMAT transactions within lower ranges, but Moody's investments stand out as particularly notable due to their larger scale.
Source:
INSIDER TRADE
$ABNB
9:02 a.m.
March 1, 2025
ABNB Chief Strategy Officer Nathan Blecharczyk sells $3.79M in stock.
Nathan Blecharczyk has been actively selling shares, with recent sales totaling over 29,000 shares.
Nathan Blecharczyk, a director and Chief Strategy Officer at ABNB, sold 26,154 shares at $145 each, totaling $3,792,330. This follows a recent sale of 2,712 shares at $156.32. In the current quarter, ABNB insiders have disposed of 2,369,494 shares across 74 transactions, indicating a pattern of consistent selling activity.
Source:
9:01 a.m.
March 1, 2025
Bumble 2024: Revenue $1.07B (+1.9% YoY), Bumble App user growth strong, restructuring and goodwill impairments impact earnings.
Bumble reported a slight increase in revenue to $1.07 billion for 2024, driven by growth in paying users, particularly on the Bumble App. However, the company faced a significant net loss of $768.4 million, largely due to a $892.2 million non-cash impairment charge. The company also completed a restructuring plan to align with strategic priorities, incurring $20.4 million in charges.
Bumble's financial performance in 2024 showed a modest revenue increase of 1.9% year-over-year, reaching $1.07 billion. This growth was primarily fueled by a rise in paying users on the Bumble App, which saw an 11.5% increase to 2.8 million users. Despite this, the company reported a substantial net loss of $768.4 million, primarily attributed to a $892.2 million non-cash impairment charge related to goodwill. The impairment was triggered by a sustained decrease in stock price and market capitalization, along with a revised outlook for 2024. In response to these challenges, Bumble implemented a restructuring plan, reducing its global workforce by approximately 350 roles to better align with future strategic priorities. This restructuring resulted in $20.4 million in non-recurring charges. Additionally, Bumble's expansion into new geographic markets and investment in technology and product innovation are part of its strategy to drive long-term growth, though these efforts come with increased costs and potential risks related to competition and compliance with foreign regulations.
Source:
EARNINGS CALL
$DLO
10 p.m.
Feb. 27, 2025
DLO Q4 2024: Record TPV $26B up 45%, gross profit $295M, adjusted EBITDA $189M, strong end to year despite take rate compression.
DLO Q4 2024: Record TPV $26B up 45%, gross profit $295M, adjusted EBITDA $189M, strong end to year despite take rate compression.
In Q4 2024, dLocal achieved record total payment volume (TPV) of $26 billion, a 45% increase year-over-year, driven by performance across various regions and sectors. Gross profit reached $295 million, while adjusted EBITDA stood at $189 million, reflecting a 64% margin. The company saw strong Q4 TPV growth of over 50% year-over-year, with expansion evident in Argentina, Egypt, and other emerging markets. Net take rate declined to 1.1%, influenced by higher volumes for large Tier 0 merchants with lower take rates, and currency depreciation impacts. Cash generation remained strong, enhancing flexibility for potential M&A and buybacks. The company expanded its licensing portfolio, including a notable license from the UK's FCA. Looking forward, dLocal anticipates continued high TPV growth balanced by competitive pricing pressures and strategic investments in technology and global market presence. CEO Pedro Arnt commented on the sustained growth focus: "We remain committed to delivering sustained growth and value to our stakeholders."
Source:
EARNINGS CALL
$ARRY
10 p.m.
Feb. 28, 2025
ARRAY Q4 2024: Revenue $275M exceeds guidance, strong margins, $2B order book
ARRAY Q4 2024: Revenue $275M exceeds guidance, strong margins, $2B order book
Array Technologies achieved Q4 2024 revenue of $275 million, surpassing the midpoint of its guidance. Revenue for the full year reached $916 million, driven by robust project execution. The company reported a fourth-quarter adjusted EBITDA of $45.2 million with a gross margin of 29.8%, an improvement of 410 basis points from the same period last year. For 2024, Array generated $135 million in free cash flow, ending the year with $364 million in cash. The order book increased to $2 billion, up 10% year-over-year. Strategic highlights included breaking ground on a new manufacturing facility in New Mexico, enhancing product offerings with innovations like their OmniTrack terrain-following tracker, and investing in SWAP robotics.
CEO Kevin Hostetler noted, "We are encouraged by the level of stabilization we experienced in the market towards the end of the year." The company reported total operating expenses of $220.7 million, heavily impacted by $166 million in non-cash impairment charges related to the 2022 STI acquisition.
For 2025, Array projects revenue between $1.05 billion and $1.15 billion, emphasizing a conservative approach in its forecasting methodology with minimal reliance on new bookings. Q1 2025 revenue is expected to be $260 million to $270 million. The company is transitioning to a fully domestic content tracker by mid-2025 for supply chain resilience and competitive advantage amidst evolving tariff landscapes in the U.S. and Brazil.
Source:
5:04 p.m.
Feb. 28, 2025
Google Confident in Commercial Quantum Computing Applications Within 5 Years
Google has stated it is confident it will unveil commercial quantum computing applications in the next five years. The company recently debuted its new Willow chip, which can reduce errors exponentially as it scales using more qubits.
Source:
NEWS
TECH
5:04 p.m.
Feb. 28, 2025
Stripe Achieves $91.5 Billion Valuation in Employee Share Sale
Fintech giant Stripe has announced a tender offer that will boost the company's valuation to $91.5 billion. The move comes after a strong 2024 performance, with Stripe processing $1.4 trillion in payments, a 38% increase from the previous year.
Source:
CONGRESS TRADE
$HWM
5:03 p.m.
Feb. 28, 2025
Ashley Moody buys $50K-$100K in HWM stocks.
Ashley Moody purchased $50,001-$100,000 in Howmet Aerospace (HWM) stocks.
Ashley Moody bought Howmet Aerospace (HWM) shares worth between $50,001 and $100,000 on January 22, 2025, as disclosed on February 22, 2025. This trade follows a pattern of Moody's stock transactions, which include sales in tech companies and significant investments in industries like aerospace and semiconductors.
Source:
CONGRESS TRADE
$LLY
5:03 p.m.
Feb. 28, 2025
Sen. Wyden's spouse sells $50K-$100K of LLY stock.
Sen. Wyden's spouse executed a sale of LLY stock valued between $50,001 and $100,000.
The transaction involves Sen. Wyden's spouse selling shares of Eli Lilly valued between $50,001 and $100,000 on February 10, 2025. This followed a recent purchase on January 22, 2025, with no capital gains over $200 reported. The sale was prompted after learning that an independent broker bought the shares without her knowledge, leading to a full sale request. In context, Wyden's spouse has been actively trading, including other sales in stocks like SOLV and IRBT. Other members like Sheldon Whitehouse have also actively traded in LLY shares recently.
Source:
5:01 p.m.
Feb. 28, 2025
Unable to extract specific information from ACHR's 10-K filing.
Assistance required to provide more specific sections or attempts to re-upload the document.
The search queries were unsuccessful in extracting particular details from the ACHR 10-K filing. Further guidance or alternative document submission may be necessary.
Source:
5:01 p.m.
Feb. 28, 2025
DUOL 2024: Revenue $748M (+41% YoY), Subscription growth up, AI integration advancing.
Duolingo reported a revenue increase of 41% to $748 million in 2024, driven by a 50% rise in subscription revenue. The company is focusing on AI integration, facing challenges with profitability and managing rapid growth. Key risks include competition and potential legal issues related to AI technologies.
Duolingo's 2024 financial performance featured a 41% increase in revenue, reaching $748 million, with subscription revenue growing by 50% to $607.5 million. This growth was due to an increase in paid subscribers and higher platform engagement. The company invested significantly in AI technologies, such as generative AI, to enhance user experience and expand offerings. However, these advancements present risks, including intellectual property challenges and the need for data quality and security. Despite achieving profitability, Duolingo finds sustaining it challenging due to rising costs and competition in the online language learning industry. Managing rapid growth effectively is crucial to avoiding operational challenges. Duolingo remains aware of the legal and regulatory implications of its AI initiatives.
Source:
NEWS
AI
1:04 p.m.
Feb. 28, 2025
Global AI Regulatory Landscape Report 2025 Released
A comprehensive report on the AI regulatory approaches of major countries including the EU, US, China, and others has been published. The report focuses on strategic intelligence regarding AI governance and policy developments across key global markets.
Source:
NEWS
AI
1:04 p.m.
Feb. 28, 2025
AI Pioneer Yoshua Bengio Warns of Growing Risks in AI Development
Yoshua Bengio, a renowned AI researcher and recent award winner, cautioned about the evolving autonomy of AI systems and their potential to surpass human capabilities. He emphasized the need for attention to AI safety and control before it becomes too late.
Source:
1:04 p.m.
Feb. 28, 2025
JD Cloud Unveils Major AI Advancements at 2025 Cloud City Conference
JD Cloud showcased its latest AI achievements at its annual conference, launching eight new products including AI development platforms and hardware. The company introduced an integrated platform for large model development and deployment, enhanced computing capabilities, and specialized hardware claiming 50% speed improvements.
Source:
INSIDER TRADE
$ABNB
1:03 p.m.
Feb. 28, 2025
ABNB: Gebbia Joseph S-Sale $30,381,979.26 total in 5 trades
Multiple trades executed today totaling 5 transactions
Details:
- S-Sale 4,438.0 shares at $144.4734
- S-Sale 103,089.0 shares at $141.5175
- S-Sale 68,002.0 shares at $142.3539
- S-Sale 17,140.0 shares at $143.44
- S-Sale 21,406.0 shares at $140.7548
Source:
1:02 p.m.
Feb. 28, 2025
EPAM 2024: Revenue $4.73B (+0.8% YoY), acquisitions bolster growth, geopolitical risks persist.
EPAM's revenue for 2024 reached $4.73 billion, marking a slight increase of 0.8% from the previous year, driven by strategic acquisitions like NEORIS and First Derivative. The company continues to face challenges due to geopolitical tensions, particularly in Ukraine, which remains a significant delivery location. Despite these challenges, EPAM's focus on digital transformation and AI integration positions it well for future growth.
In 2024, EPAM Systems reported a revenue of $4.73 billion, a modest increase of 0.8% compared to 2023. This growth was supported by strategic acquisitions, including NEORIS and First Derivative, which contributed significantly to the company's revenue. The Americas region, particularly the United States, remained the largest contributor to EPAM's revenue, accounting for 60% of the total. However, the company faced a decline in revenue from the EMEA region, partly due to the sale of its holdings in Russia. EPAM's operations continue to be impacted by the geopolitical situation in Ukraine, where it maintains a significant workforce. The ongoing conflict poses risks to the company's operations and financial performance. Despite these challenges, EPAM's commitment to leveraging AI and digital transformation services has strengthened its market position. The company continues to focus on expanding its service offerings and client base, aiming to reduce revenue concentration from its top clients. As EPAM navigates these complex challenges, its strategic focus on innovation and client partnerships remains a key driver of its business strategy.
Source:
1:01 p.m.
Feb. 28, 2025
ACLS 2024: Revenue $1.02B (-10% YoY), focus on ion implantation, challenges with export controls to China.
Axcelis Technologies reported a revenue decline to $1.02 billion in 2024, down 10% from the previous year, largely due to decreased system sales. The company maintained a position in the ion implantation market, particularly in the power device segment. Export controls to China present ongoing challenges, affecting sales to a significant market.
In 2024, Axcelis Technologies saw a revenue decline to $1.02 billion, 10% down from 2023, mainly due to lower sales of their Purion systems. The gross margin slightly improved to 44.7%, reflecting a favorable mix of system shipments and better margins on Purion systems. Despite the revenue decrease, Axcelis remained a leader in the ion implantation market, especially in the power device segment, which made up 56% of system shipments. The company also worked on expanding its Customer Solutions & Innovation aftermarket business, improving customer satisfaction with innovations like the 'Digital Tool Box.' However, Axcelis faces challenges from U.S. export controls affecting sales to Chinese customers, a crucial market. These controls, combined with geopolitical tensions, could impact future revenue and profitability. Additionally, the cyclical nature of the semiconductor industry and dependence on a few large customers add complexity to Axcelis' business environment.
Source:
EARNINGS CALL
$NTAP
1 p.m.
Feb. 27, 2025
NTAP Q3 2025: Revenue $1.64B up 2% YoY, operating margin 30%, Spot divestiture influences future guidance.
NetApp revenue up 2% YoY to $1.64B, operating margin 30%, EPS $1.91. Spot divestiture impacts Q4.
NetApp reported a 2% YoY increase in Q3 2025 revenue to $1.64B, falling short of the midpoint of guidance by $44M. Operating margin was at 30%, above expectations, while EPS met guidance at $1.91. Hybrid cloud revenue rose 1%, and all-flash array business grew 10%, reaching a $3.8B annualized run rate. Keystone sales grew nearly 60% YoY, and public cloud revenue increased by 15%. The company noted some deal closures being deferred, impacting the quarter's performance, but many have since closed. The recently announced divestiture of the Spot by NetApp business is expected to affect Q4 revenue by $15M, with the transaction largely neutral to EPS. CFO Mike Berry highlighted disciplined operational and expense management, and noted that FX negatively impacted revenue by $30M and EPS by $0.08 in H2 FY25. CEO George Kurian emphasized growth in the AI and cloud segments and adjustments in sales strategies to enhance execution. The company revised its FY25 revenue guidance slightly down due to Spot's divestiture and FX impacts, but maintains confidence in achieving long-term financial goals.
Source:
EARNINGS CALL
$DELL
1 p.m.
Feb. 28, 2025
Dell Q4 2025: Revenue $23.9B, up 7%; EPS $2.68, up 18%; AI server demand strong
Dell Q4 earnings show 7% YoY revenue increase to $23.9B, EPS up 18% to $2.68, AI server demand grows.
Dell reported Q4 2025 revenue of $23.9 billion, a 7% increase attributed to strong demand in the Infrastructure Solutions Group (ISG), which grew 22% year-over-year. The strong performance in AI servers is highlighted by $1.7 billion in AI orders and $2.1 billion in shipments during the quarter, alongside a backlog of $4.1 billion. EPS increased by 18% to $2.68. Despite a competitive pricing environment, Dell's modernized operations led to an operating income growth of 22% to $2.7 billion. Jeff Clarke, Co-COO, emphasized strategic investments: "We leveraged our strengths to extend our leadership positions and capture new growth." Dell's guidance for FY 2026 projects 8% revenue growth, highlighting at least $15 billion in AI server shipments.
Source:
Microsoft is taking action to address the AI Diffusion Rule, which restricts AI chip exports. The company believes this policy is hindering AI growth and plans to invest $80 billion in developing AI infrastructure globally.
Source:
Amazon debuted its first quantum computing chip named Ocelot, marking a significant step toward developing efficient, large-scale quantum systems. This follows Microsoft's recent quantum chip announcement, intensifying competition in the quantum computing space.
Source:
CONGRESS TRADE
$F
9:05 a.m.
Feb. 28, 2025
Rep. Moore purchases over $50K in Ford stock in January 2025.
Rep. Moore reports purchasing more than $50K in Ford (F) shares in January 2025.
Rep. Tim Moore reported purchasing a combined total exceeding $50,000 in Ford stock in January 2025, through multiple transactions on January 3rd, 6th, 8th, and 13th. This follows a flurry of trading activity throughout January in different asset classes and stocks. There is substantial trading activity in Ford by various Congress members, with recent transactions from other representatives including purchases and sales within similar price ranges.
Source:
Rep. Tim Moore sells up to $500K in TNA shares.
Rep. Tim Moore executed a sale of TNA shares valued between $250,001 and $500,000.
Rep. Tim Moore has been actively trading TNA, executing sales and purchases in January 2025. This particular sale of TNA, valued between $250,001 and $500,000, is part of a series of transactions in this ETF, including an earlier purchase of the same range on January 13.
Source:
Rep. Tim Moore sells up to $250K in TNA ETF.
Rep. Tim Moore executed a sale worth $100K-$250K in Direxion Daily Small Cap Bull 3X ETF (TNA).
Rep. Tim Moore sold holdings in the TNA ETF valued between $100,001 and $250,000 on January 2, 2025. This transaction comes amid a series of trades in TNA, indicating active engagement with this particular ETF. Moore's recent trading history shows frequent transactions in TNA, both purchases, and sales, within the first two weeks of January 2025. No specific committee oversight context was provided for these trades.
Source:
Rep. Moore purchases $250K-$500K in TNA, following recent trades in the ETF.
Rep. Tim Moore buys $250K-$500K in DIREXION DAILY SMALL CAP BULL 3X ETF (TNA) following multiple transactions in the same ETF this month.
Rep. Tim Moore executed a purchase of TNA between $250,001 and $500,000. This follows a pattern of frequent trading in the TNA ETF in January 2025, with several purchases and sales reported. Moore's trades in TNA occurred amidst multiple other trades in stocks like Ford and Harley-Davidson, indicating active personal portfolio management. No broader Congress trading pattern in TNA beyond Moore's transactions is noted for this period.
Source:
Rep. Tim Moore purchases $50K-$100K in TNA ETF.
Rep. Tim Moore purchases $50K-$100K in TNA ETF.
Rep. Tim Moore engaged in a purchase of $50,001-$100,000 in the DIREXION DAILY SMALL CAP BULL 3X ETF (TNA) on January 3, 2025. This trade comes amidst a pattern of frequent trading in TNA, characterized by both buying and selling activities over a short period. Moore's trading activity includes similar transactions, often switching between purchases and sales. There is no additional context provided regarding committee assignments to industries relevant to TNA.
Source:
Rep. Tim Moore sells up to $500K in Harley-Davidson shares.
Rep. Tim Moore sells $250K-$500K in Harley-Davidson (HOG), a stock he's traded actively in January 2025.
Rep. Tim Moore executed a sale of Harley-Davidson stocks valued between $250,001 and $500,000. Earlier in January, Moore demonstrated an active trading interest in HOG, with multiple purchases and sales, including a large sale earlier in the month. This trade follows a pattern of frequent transactions within HOG, indicating a short-term trading strategy rather than long-term investment. Moore's ongoing activity in HOG suggests a keen focus on this stock for January 2025. Other Congress members, like Ro Khanna, have also shown sporadic interest in HOG, but Moore's trading is more concentrated and high-value.
Source:
Rep. Tim Moore sells up to $250K in Ford stock amid fluctuating positions.
Rep. Tim Moore conducts a significant sale of Ford stock, reflecting his frequent trading in the automotive sector.
Rep. Tim Moore disclosed a sale of Ford Motor Co stock valued between $100,001 and $250,000 on January 7, 2025. This transaction is part of a broader pattern of frequent trading in Ford stock, including prior purchases and sales within the same month. The frequent trading in Ford aligns with Moore's overall trading activity, characterized by multiple transactions across different stocks and ETFs. Congress members have shown varied trading interest in Ford, with recent transactions also noted by Reps. Cisneros and Khanna.
Source:
Rep. Tim Moore sells up to $250K in Harley-Davidson stock.
Rep. Tim Moore sells $100,001 - $250,000 in HOG shares.
Rep. Tim Moore executed a sale of Harley-Davidson Inc (HOG) stock valued between $100,001 and $250,000. This is part of a larger pattern of trading activity by Moore, as he has recently engaged in both purchases and sales of HOG. His trades in January 2025 indicate alternating buying and selling activities in HOG, suggesting a potential strategy. Congress has seen previous trading activity in HOG by other members such as Ro Khanna and Gilbert Cisneros, but Moore's trades are among the most substantial and frequent in January.
Source:
CONGRESS TRADE
$BWIN
9:05 a.m.
Feb. 28, 2025
Rep. Franklin sells $1M-$5M in BWIN stock.
Rep. Scott Franklin (FL18) sold $1M-$5M in BWIN stock through a joint account.
Rep. Scott Franklin disclosed the sale of BWIN (Brp Group Inc) stock valued between $1,000,001 and $5,000,000 on February 7, 2025, with the transaction having occurred through a joint account. This follows a previous sale of between $15,001 and $50,000 of the same stock on February 6, 2025. Franklin's trading activity in BWIN is notably high compared to other Congress members, like Josh Gottheimer, who purchased smaller amounts previously.
Source:
CONGRESS TRADE
$VAW
9:04 a.m.
Feb. 28, 2025
Sen. Mullin sells $100K-$250K in VAW ETF.
Sen. Mullin sold $100K-$250K in Vanguard Materials ETF, with no apparent committee oversight associated with this transaction.
Sen. Markwayne Mullin disclosed selling assets worth $100,001 to $250,000 in the Vanguard Materials ETF under joint ownership on February 13, 2025. Mullin's recent trading activities show varied transactions across multiple sectors, including technology, financials, and consumer goods, but no consistent pattern with VAW prior to this sale. There is no recent trading in VAW by other Congress members reported.
Source:
Sen. Mullin purchases $50K - $100K in MSFT stock.
Sen. Mullin purchases $50K-$100K in MSFT stock.
Sen. Markwayne Mullin recently purchased Microsoft Corp (MSFT) stock valued between $50,001 and $100,000. This follows his recent trading activity which includes both purchases and sales in diverse stocks such as L3Harris Technologies, Constellation Brands, and AMD. There is no additional committee oversight context related to MSFT for this specific trade. Other members of Congress have also conducted transactions in MSFT, predominantly sales by other members.
Source:
Sen. Mullin sells $50K-$100K in AMD stock.
Sen. Mullin from Oklahoma sells $50K-$100K AMD stock.
Senator Markwayne Mullin has sold AMD stock valued between $50,001 and $100,000, marking a shift from prior purchases of the same stock. His recent trading history includes various buys and sells across different sectors, but no distinct pattern focusing solely on AMD. Additionally, recent AMD trades by other Congress members, like Sen. Tuberville's sales and Sen. Moody's option sale, highlight varying strategies around this stock.
Source:
Sen. Mullin buys up to $100K in Accenture stock.
Sen. Markwayne Mullin purchased Accenture stock worth $50,001-$100,000.
Sen. Markwayne Mullin purchased Accenture (ACN) stock valued between $50,001 and $100,000. This purchase is part of a recent trading pattern where Mullin has shown activity in multiple stocks including Microsoft, Amazon, and others within the same value range. Congress has seen various transactions in Accenture, but Mullin's recent trade represents a sizable investment compared to recent historical trades by other members.
Source:
Sen. Mullin purchases $50K-$100K in LPLA shares.
Sen. Markwayne Mullin from Oklahoma purchased LPLA stock valued between $50,001 and $100,000.
Sen. Markwayne Mullin has engaged in multiple trades including a recent purchase of LPLA (LPL Financial Holdings Inc) totaling $50,001 to $100,000 jointly owned. His trading pattern shows diverse investments across various industries with several purchases made in early February 2025. LPLA has seen limited recent trading activity in Congress, with this particular purchase being a notable transaction.
Source:
9:01 a.m.
Feb. 28, 2025
BIGC 2024: Revenue $332.9M (+7.6% YoY), Subscription growth strong, Enterprise focus intensifies.
BigCommerce reported a 7.6% increase in revenue for 2024, reaching $332.9 million, driven by growth in subscription solutions and partner services. Despite this, the company continues to face challenges with profitability, reporting a net loss of $27 million. The focus on enterprise accounts is expected to drive future growth, though it may introduce variability in results.
BigCommerce Holdings, Inc. experienced a revenue increase of 7.6% in 2024, totaling $332.9 million, up from $309.4 million in 2023. This growth was primarily fueled by an 8.1% rise in subscription solutions revenue, reaching $247.9 million, and a 6.2% increase in partner and services revenue. The company continues to focus on expanding its enterprise customer base, which now constitutes a significant portion of its total annual recurring revenue. However, BigCommerce reported a net loss of $27 million for the year, an improvement from the previous year's loss of $64.7 million. The company is navigating a competitive ecommerce landscape, with challenges such as intense competition, the need for continuous innovation, and geopolitical risks. Restructuring efforts and a strategic shift towards enterprise accounts are expected to enhance profitability, though they may also lead to short-term fluctuations in financial performance. The company remains committed to leveraging its partner-centric strategy to drive growth and maintain its competitive edge.
Source:
9:01 a.m.
Feb. 28, 2025
CEVA 2024: Revenue $106.9M (+10% YoY), record 2 billion units shipped, growth in Bluetooth and Wi-Fi markets.
CEVA reported a 10% increase in revenue for 2024, reaching $106.9 million, driven by performance in wireless connectivity and record shipments of 2 billion units. The company is expanding its market presence with design wins in cellular communication and expects further growth in Bluetooth and Wi-Fi segments. Geopolitical tensions and reliance on a concentrated customer base pose risks.
In 2024, CEVA achieved a 10% increase in total revenue, amounting to $106.9 million, compared to the previous year. Growth was fueled by the company's focus on wireless connectivity, which saw record shipments of 2 billion units, including 1.1 billion Bluetooth devices and 179 million Wi-Fi devices. CEVA's expansion into new markets and innovative product launches, such as the NeuPro-Nano Edge AI NPUs, reinforced its industry leadership. The company secured key design wins in cellular communication, particularly in satellite and base station technologies, contributing to its revenue growth. Despite successes, CEVA faces challenges due to its significant revenue concentration in the Asia Pacific region, particularly China, which accounted for a substantial portion of sales. Geopolitical tensions and economic uncertainties in this region could impact future performance. CEVA's reliance on a limited number of customers for a significant portion of revenue underscores the importance of diversifying its customer base to mitigate potential risks.
Source:
10:02 p.m.
Feb. 27, 2025
Snowflake Announces 'AI Hub' and $200 Million Startup Investment Plan
Data cloud company Snowflake revealed plans to open a new Silicon Valley 'AI hub' designed to support artificial intelligence startups. The company also announced a $200 million investment initiative for AI startups, highlighting its commitment to fostering innovation in the AI sector.
Source:
Nvidia Earnings Spark Chip and AI Stock Selloff
Nvidia (NVDA) shares fell over 7% despite surpassing Q4 earnings expectations, leading to a broader selloff in semiconductor and AI stocks. The PHLX Semiconductor Index (SOX) dropped more than 5%, with Broadcom (AVGO) and Micron (MU) both falling about 6%. This selloff suggests investors found Nvidia's results good but not exceptional enough, given high expectations for AI-related stocks.
Source:
INSIDER TRADE
$ADI
10:01 p.m.
Feb. 27, 2025
ADI CEO Vincent Roche sells $2.35M in stock.
Vincent Roche has consistently sold 10,000 shares monthly since October 2024.
Vincent Roche, CEO of ADI, sold 10,000 shares at $234.82 each, totaling $2,348,200. This sale is part of a pattern, as Roche has sold 10,000 shares almost every month since October 2024. In the current quarter, ADI has seen 5 disposed transactions totaling 32,278.88 shares, with Roche's sales contributing significantly to this figure.
Source:
10 p.m.
Feb. 27, 2025
Error retrieving VIACP 10-K
10 p.m.
Feb. 27, 2025
Error retrieving VIACA 10-K
EARNINGS CALL
$SATS
10 p.m.
Feb. 27, 2025
SATS Q4 2024: Revenue falls 5% to $4B, OIBDA up $9M YoY, Mobile to Satellite drives innovations
EchoStar highlighted successful integration with Dish, revenue fell to $4B in Q4, down 5% YoY, with mobile broadband coverage reaching 80%.
EchoStar has made progress with its integration with Dish Network, launching innovative mobile-to-satellite connectivity services. Company reports overall revenue decline YoY due to fewer subscribers, more efficient marketing led to a slight OIBDA increase of $9M YoY. Pay TV churn improved. Boost Mobile experienced a slight positive net subscriber growth, improving ARPU and churn, while network achieved a milestone of 80% 5G coverage.
Source:
INSIDER TRADE
$ALV
5:01 p.m.
Feb. 27, 2025
Autoliv CEO Mikael Bratt sells $569,691 in stock.
CEO Mikael Bratt's recent sale follows a pattern of insider sales at Autoliv this quarter.
Mikael Bratt, President and CEO of Autoliv, sold 5,760 shares at $98.9048 each, totaling $569,691.65. This transaction leaves him with 23,307 shares. Recent insider activity at Autoliv shows a trend of stock sales, with no acquisitions reported this quarter. Bratt's previous sale was on February 21, 2024, when he sold 4,226 shares at $109.72. The current quarter has seen 178.9913 shares disposed of, with no acquisitions.
Source:
Meta and Google Push Back on EU AI Act Compliance Guidelines
Meta and Google are reportedly refusing to sign off on practical guidelines for compliance with the EU AI Act. The delay in releasing the third draft of the code of practice is believed to be due to pressure from the tech industry, particularly regarding rules for AI models that pose systemic risk.
Source:
1:05 p.m.
Feb. 27, 2025
Google Cloud Division Reportedly Faces Job Cuts Amid Restructuring
Google has reportedly laid off some employees in its cloud division, though the exact number is unknown. This comes as Alphabet plans to increase capital spending by 43% to $75 billion in 2025 to enhance infrastructure and meet growing AI workload demands.
Source:
CONGRESS TRADE
$HOG
1:05 p.m.
Feb. 27, 2025
Tim Moore sells up to $250K in Harley-Davidson stock.
Rep. Tim Moore sells between $100,001 and $250,000 of Harley-Davidson stock.
Tim Moore recently sold Harley-Davidson stock valued between $100,001 and $250,000. Previously, Moore had a series of trades involving Harley-Davidson, indicating active trading in this stock in January 2025. His trades included both purchases and sales of varying amounts within $15,001 to $500,000 range. Moore's recent trading pattern reflects frequent buy-sell activity across different stocks, including Ford and exchange-traded funds.
Source:
Rep. Moore purchases $250K-$500K in TNA ETF.
Rep. Tim Moore buys $250K-$500K in Direxion Daily Small Cap Bull 3X ETF, aggressively trading TNA this quarter.
Tim Moore repeatedly traded TNA, exhibiting a pattern of significant buy-sell actions. On January 13, he purchased $250,001-$500,000 worth of TNA, amid similarly high-value transactions earlier in the month. His recent trading in TNA shows a series of quick, substantial investments and divestments, indicating an active management approach to this ETF.
Source:
Rep. Moore sells up to $250K in TNA.
Rep. Moore executes a sale of $100K-$250K in Direxion Daily Small Cap Bull 3X ETF (TNA).
Rep. Tim Moore sold shares valued between $100,001 and $250,000 in the Direxion Daily Small Cap Bull 3X ETF (TNA). This is part of a pattern of frequent trading in TNA, involving both purchases and sales over January 2025, indicating active trading behavior in this ETF. Similar trades by Rep. Moore this month include both buying and selling in small cap focused funds.
Source:
Rep. Tim Moore sells up to $250K in Ford stock in latest transaction.
Rep. Tim Moore sells $100K-$250K in Ford stock; part of recent trading patterns involving Ford shares.
Rep. Tim Moore conducted a sale of Ford Motor Co stock, valued between $100,001 and $250,000. This transaction is part of a recent pattern where Moore has both bought and sold Ford stock several times through January 2025. These transactions involve significant monetary amounts, indicating a period of active trading with Ford shares. Other congressional members, including Rep. Ro Khanna, have also shown similar engagement with Ford stock in previous months.
Source:
Rep. Tim Moore sells up to $500K in Harley-Davidson stock.
Rep. Tim Moore sells $250K-$500K in HOG stock; repetitive trading pattern observed.
Rep. Tim Moore sold Harley-Davidson (HOG) stock valued between $250,001 and $500,000. Moore has engaged in multiple trades involving HOG, indicating active trading in this stock. He has been making sales and purchases in January 2025, including a prior large sale in the same range. There's no additional context from committee assignments relevant to Harley-Davidson.
Source:
INSIDER TRADE
$PWP
1:03 p.m.
Feb. 27, 2025
PWP CEO Andrew Bednar receives $1.27M in stock.
CEO Andrew Bednar's recent activity includes a $1.27M stock transaction, with no recent sales reported.
Andrew Bednar, CEO of PWP, executed a transaction involving 54,143 shares valued at $1,271,819.07, priced at $23.49 per share. This transaction is categorized as F-InKind, indicating a form of non-cash compensation or transfer. Bednar's current ownership stands at 724,403 shares. In the current quarter, the company has reported 7 disposed transactions totaling 564,259 shares, with no acquired transactions, highlighting a trend of share disposals among insiders.
Source:
1:02 p.m.
Feb. 27, 2025
Error retrieving VIAC 10-K
1:02 p.m.
Feb. 27, 2025
PARA 2024: Revenue $29.2B (-1% YoY), Streaming growth offsets licensing decline, Major impairment charges impact earnings.
Paramount Global reported a slight decline in revenue to $29.21 billion for 2024, primarily due to reduced licensing revenues, although streaming services showed growth. The company faced significant challenges with a net loss of $6.20 billion, largely due to substantial impairment charges and restructuring costs. Despite these setbacks, adjusted OIBDA improved by 30% to $3.12 billion, driven by streaming service performance.
In 2024, Paramount Global experienced a 1% decrease in total revenues, amounting to $29.21 billion, as licensing revenues fell, though this was partially offset by increased advertising and subscription revenues, particularly from streaming services like Paramount+. The company reported a substantial operating loss of $5.27 billion, exacerbated by $6.13 billion in impairment charges and $1.12 billion in programming charges. These financial strains led to a net loss from continuing operations of $6.20 billion, or $9.36 per diluted share. On an adjusted basis, the company saw a 30% increase in OIBDA to $3.12 billion, reflecting strong performance in streaming services despite declines in linear networks. Paramount's strategic focus on streaming growth is evident, yet the company faces significant challenges, including integrating its business with Skydance and managing substantial restructuring efforts. The legal landscape also presents risks, with ongoing litigation related to business transactions. Overall, while Paramount is navigating a complex environment with strategic shifts and financial restructuring, its streaming growth offers a positive outlook amid broader industry challenges.
Source:
1:01 p.m.
Feb. 27, 2025
Error retrieving PARAP 10-K
1:01 p.m.
Feb. 27, 2025
Error retrieving PARAA 10-K
EARNINGS CALL
$KTOS
1:01 p.m.
Feb. 26, 2025
KTOS Q4 2024: Revenue $283M, organic growth 9.1%, Prometheus JV announced, future growth in hypersonics
KTOS Q4 2024 meeting financial objectives, organic revenue up 9.1%, forecasted growth with new hypersonic contract, Prometheus JV, EBITDA margin expansion expected 2026-2027.
Kratos Defense & Security Solutions reported a fourth-quarter revenue of $283 million, along with organic revenue growth of 9.1% for the full year. The company surpassed its financial goals, driven by strong performance across its business units, particularly in unmanned systems, turbine technologies, and microwave products. Adjusted EBITDA stood at $25.2 million. Kratos forecasts 2025 organic revenue growth of 10% and a significant up to 15% increase in 2026, with expectations of improved EBITDA margins. Noteworthy developments include the Mach-TB 2.0 hypersonic contract, valued at $1.5 billion—Kratos' largest to date—and the launch of the Prometheus JV with Rafael to focus on producing solid rocket motors. Eric DeMarco, CEO, highlighted the strategic alignment with defense priorities and the recovery of increased supply chain costs through renewed contracts: "We achieved our financial objectives for 2024 with Kratos positioned for sustained and increased future growth." The company's operational emphasis remains on strategic investments, partnerships, and leveraging the U.S. national security environment for future growth.
Source:
EARNINGS CALL
$SPCE
1:01 p.m.
Feb. 26, 2025
SPCE Q4 2024: Revenue $7M, net loss $347M improves, Delta ship flights in 2026 planned
Virgin Galactic wrapped up its SpaceShip design phase, projecting first Delta ship flights in 2026 and improved financials with a net loss of $347M, down from $502M in 2023.
Virgin Galactic completed its prototype SpaceShip design phase in 2024 and plans to begin assembly in 2025 with expected test flights in spring 2026. The company reported 2024 revenue of $7M, driven by commercial spaceflights and membership fees, with a net loss of $347M, improved from $502M in 2023. Adjusted EBITDA was negative $289M for the year, showing improvement from negative $427M. Ticket prices rose to $800K, up from $300K the year before. They ended 2024 with $657M in cash and plan for a significant reduction in expenses moving forward as investments shift from R&D to manufacturing assets. CFO Doug Ahrens noted, "Spending will decrease as capital investments complete."
Source:
EARNINGS CALL
$IONQ
1:01 p.m.
Feb. 26, 2025
IonQ Q4 2024: Revenue $11.7M, up 95% YoY, net loss widens amid higher costs, IDs strategic acquisitions
IonQ saw revenue rise 95% YoY to $43.1M, beating guidance, but net loss widened due to increased costs and investments.
IonQ reported Q4 2024 revenue of $11.7 million and full-year revenue of $43.1 million, both exceeding guidance ranges and demonstrating a 95% year-over-year growth. Total bookings for the year were $95.6 million, up 47% from the previous year, reflecting strong business momentum. Despite revenue growth, IonQ posted a net loss of $202 million for Q4 and $331.6 million for the full year, widening primarily due to a $128.5 million non-cash loss related to warrant liabilities and increased operating costs. Operating expenses rose 47% YoY to $89.2 million for the quarter. The company announced the acquisition of a controlling stake in ID Quantique to enhance its quantum networking capabilities, positioning IonQ in new markets with nearly 900 patents. Cash reserves were robust at $363.8 million, and IonQ launched a $500 million at-the-market offering to bolster its expansion efforts. For 2025, IonQ projects revenues between $75 million and $95 million, expecting significant contributions from both organic growth and recent acquisitions.
Source:
EARNINGS CALL
$PSTG
1 p.m.
Feb. 26, 2025
PSTG Q4 2025: Revenue $880M up 11%, operating profit $153M, Evergreen sales +20%
PSTG Q4 2025 call: Strong Q4 revenue of $880M, up 11%, operating profit $153M, Evergreen//One sales up 20%
Pure Storage reported Q4 2025 revenue of $880 million, an 11% year-over-year increase, driven by record sales of Flashblade, FlashArray XL, Portworx, and renewals of Evergreen subscriptions. Operating profit reached $153 million, with an operating margin of 17.4%. For the full fiscal year, total revenue was $3.2 billion, a 12% increase, with a $559 million operating profit. Key growth areas included a significant hyperscale design win and expanding the E family line. The E family growth was impacted by higher NAND prices relative to disk competition, affecting gross margins now at 62.9%. CEO Charlie Giancarlo highlighted, "The best way for me to describe the transformational impact of Fusion is with a familiar analogy," discussing the enterprise data cloud capabilities. The new Pure Fusion v.2 was emphasized for its role in transforming data storage into a more manageable enterprise data cloud platform. Looking ahead, Pure Storage anticipates $3.5 billion revenue in FY 2026, driven by continued expansion in hyperscale opportunities and service-based offerings like Evergreen//One.
Source:
EARNINGS CALL
$SNOW
1 p.m.
Feb. 26, 2025
SNOW Q4 2025: Revenue $943M grows 28% YoY, NRR 126%, AI & data engineering strong
Snowflake's product revenue grew 28% YoY to $943M for Q4 2025, with a net revenue retention rate of 126%.
Snowflake reported Q4 2025 product revenue of $943 million, achieving a 28% year-over-year increase. The company's remaining performance obligations totaled $6.9 billion, representing a 33% annual growth. Snowflake highlighted strong adoption of its AI and data engineering tools. A notable new product, Snowpark, contributed 3% to annual product revenues. The non-GAAP operating margin for Q4 increased to 9%, and free cash flow margin reached 43%. The company is targeting significant innovations and efficiencies in FY 2026, with anticipated product revenue growth of 24%, leveraging its partnership with Microsoft and expanding AI features. CFO Mike Scarpelli announced his future retirement, expressing confidence in Snowflake's long-term success.
Source:
EARNINGS CALL
$CRM
1 p.m.
Feb. 26, 2025
CRM Q4 2025: Revenue $10B, EPS up, Agentforce strong, FY revenue $37.9B
Salesforce delivered record-breaking Q4 2025 results with $10B in revenue, fueled by strong growth in Agentforce and Data Cloud.
Salesforce concluded Q4 2025 with $10 billion in revenue, an 8% year-over-year increase, marking its first $10 billion quarter. Full-year revenue reached $37.9 billion, up 9% year-over-year. Agentforce, the company's AI product line, saw a rapid adoption with over 3,000 paying customers just 90 days post-launch, contributing significantly to productivity enhancements and cost savings for clients. Data Cloud and AI ARR grew by 120% year-over-year, reaching $900 million. Operating cash flow for the year was a record $13.1 billion, up 28%. The non-GAAP operating margin for fiscal 2025 was 33%.
Source:
EARNINGS CALL
$AI
1 p.m.
Feb. 26, 2025
C3 Q3 2025: Revenue $98.8M grows 26% YoY, Microsoft deals surge, Generative AI adoption expands.
C3 Q3 2025 sees 26% revenue growth to $98.8M, Microsoft partnership boosts sales, Generative AI gains traction.
C3 reported $98.8M in Q3 2025 revenue, a 26% increase YoY, with a non-GAAP gross profit of $68.2M (69% margin). Key growth drivers include a strengthened partnership with Microsoft, leading to 28 closed agreements and a 244% YoY increase in joint sales pipeline. Subscription revenue rose by 22% to $85.7M. CEO Tom Siebel noted C3's pioneering role in Generative AI, citing deployment in secure U.S. installations. The company expanded strategic alliances with AWS and McKinsey, enhancing global sales reach. C3 expects to maintain growth with ongoing investment in partnerships and AI development. CFO Hitesh Lath highlighted a non-GAAP operating loss of $23.1M, better than guidance, due to reduced marketing spend. The company ended Q3 with $724.3M in liquidity and projected Q4 revenue of $103.6M to $113.6M.
Source:
9:03 a.m.
Feb. 27, 2025
US Stock Futures Slightly Higher Following Nvidia Earnings
U.S. stock futures were marginally higher on Thursday morning as investors evaluated Nvidia's latest earnings report. The S&P 500 and Nasdaq Composite inched higher, snapping a recent losing streak, while investors await further economic data.
Source:
9:03 a.m.
Feb. 27, 2025
Meta Plans $65 Billion AI Investment and New Data Center
Meta CEO Mark Zuckerberg announced plans to invest up to $65 billion in artificial intelligence throughout 2025. A significant portion of this investment is allocated for the completion of a major AI data center in Louisiana, supporting Meta's AI initiatives including the development of the Llama large language model.
Source:
NEWS
MARKET
9:03 a.m.
Feb. 27, 2025
Trump Confirms 25% Tariffs on EU Autos, Impacting Markets
President Trump announced a 25% tariff on EU automobiles and reaffirmed upcoming tariffs on Mexico and Canada. This news has caused volatility in the stock market, with the Dow Jones dropping 0.43% amid trade tensions.
Source:
9:03 a.m.
Feb. 27, 2025
Nvidia Posts Strong Q4 Earnings, Revenue Up 78% YoY
Nvidia reported Q4 revenue of $39.33 billion, up 78% year-over-year, beating analyst estimates. The company's next-generation Blackwell chips accounted for nearly 30% of net sales. Despite the strong results, Nvidia's stock remained volatile in after-hours trading.
Source:
CONGRESS TRADE
$MSFT
9:03 a.m.
Feb. 27, 2025
Sen. Tuberville sells MSFT shares worth $15K-$50K
Sen. Tuberville sells joint ownership Microsoft stocks valued at $15,001 - $50,000.
Senator Tommy Tuberville from Alabama disclosed a joint sale of Microsoft (MSFT) stocks valued between $15,001 and $50,000 on January 10, 2025. This transaction continues a pattern of MSFT sales by Tuberville, with previous sales reported in October 2024 and earlier. Recent trading activity within Congress also shows Shelley Moore Capito involved in multiple sales of Microsoft stocks, mostly by her spouse, indicating active trading around this stock.
Source:
CONGRESS TRADE
$AMAT
9:03 a.m.
Feb. 27, 2025
Ashley Moody acquires $100K-$250K in AMAT shares.
Ashley Moody purchases significant AMAT stock amid prior trading activity.
Ashley Moody made a notable stock purchase of AMAT (Applied Materials Inc) amounting to $100,001 - $250,000. This comes in the context of her recent trading history where she has engaged in transactions both purchasing and selling AMAT stocks and options within the past month. The purchase aligns with previous trading patterns where Moody has frequently engaged in buying and selling of AMAT shares. Overall, there has been recent activity in AMAT by other Congress members, including smaller transactions by John Boozman and Markwayne Mullin.
Source:
Ashley Moody purchases $100K-$250K in AMAT shares.
Ashley Moody executes a notable purchase of AMAT shares.
On January 27, 2025, Ashley Moody purchased between $100,001 to $250,000 worth of Applied Materials Inc (AMAT) stock, continuing her recent interest in the company as she made multiple purchases in January 2025 at similar amounts. Moody's January trades also include smaller sales of AMAT stock options. The purchases are part of a broader trend of congressional trades in AMAT, with multiple disclosures coming from different members. This reflects an active interest in technology and semiconductor stocks among legislators.
Source:
Ashley Moody purchases $100K-$250K in AMAT shares.
Ashley Moody buys $100K-$250K in AMAT shares.
Ashley Moody executed a purchase of Applied Materials Inc (AMAT) stock worth $100,001 to $250,000. This transaction is part of a recent pattern of activity in AMAT, where Moody has shown repeated purchasing interest at similar high-value levels. Recent Congress trading in AMAT has also included sales by other members like John Boozman and Tommy Tuberville, but Moody's activity shows a distinct inclination towards buying this stock, reflected in several high-value transactions.
Source:
Ashley Moody purchases $100K-$250K in AMAT shares.
Ashley Moody adds $100K-$250K to AMAT holdings.
Ashley Moody purchased $100,001-$250,000 worth of AMAT stock on January 27, 2025, as part of her trading activity in semiconductor stocks like NVDA, MU, and AMAT. Her recent activity includes multiple purchases and sales of AMAT shares, indicating significant engagement with the stock. Moody's purchases align with broader Congressional interest in AMAT, evidenced by various trades from different members.
Source:
Ashley Moody sells $50K in OKTA stock.
Sen. Ashley Moody sells $50K in OKTA stock.
On January 21, 2025, Sen. Ashley Moody conducted a sale of OKTA Inc stock valued between $50,001 and $100,000. This is part of her consistent trend of active trading; she has recently executed sales in various tech stocks like NVIDIA, Howmet Aerospace, and Applied Materials, while also purchasing stocks like Micron Technology and Applied Materials. Moody's sale of OKTA represents one of the few Congress trades involving this stock.
Source:
Sen. Ashley Moody buys $50K-$100K in MU stock.
Sen. Ashley Moody purchases $50,001-$100,000 of Micron Technology stock.
Senator Ashley Moody made a purchase of Micron Technology stock valued between $50,001 and $100,000 on January 22, 2025. Her recent trading activity indicates a focus on technology stocks, having also engaged in a significant purchase of Applied Materials Inc. stock. The trade was disclosed on February 22, 2025, and this is part of a broader pattern of investment in technology-related securities.
Source:
CONGRESS TRADE
$LLY
9:03 a.m.
Feb. 27, 2025
Sen. Wyden's spouse sells up to $100K in LLY stock.
Sen. Wyden's spouse sells up to $100K in Eli Lilly stock; part of Finance Committee.
Sen. Ron Wyden's spouse sold between $50,001 and $100,000 worth of Eli Lilly (LLY) stock. This follows a recent purchase of the same stock in January 2025. The sale was executed after discovering that an independent broker purchased shares without the spouse's knowledge. Wyden's spouse has an active trading history with other companies such as SOLV and IRBT, mostly involving smaller transaction amounts. Wyden is a member of the Senate Finance Committee, which may be of interest given Eli Lilly's involvement in healthcare. Other recent Congress trades in Eli Lilly stock include multiple transactions by Sen. Sheldon Whitehouse and Sen. Tommy Tuberville.
Source:
INSIDER TRADE
$U
9:02 a.m.
Feb. 27, 2025
Unity SVP sells $473K in stock.
Gupta Anirma, SVP and Chief Legal Officer, has been actively selling shares this quarter.
Gupta Anirma, SVP and Chief Legal Officer at Unity, sold 19,084 shares at $24.82 each, totaling $473,664.88. This transaction is part of a series of sales by Gupta this quarter, with previous sales on February 18 and January 15. In the current quarter, Unity insiders have disposed of 741,317 shares across 22 transactions, with Gupta's sales contributing to this trend.
Source:
9:01 a.m.
Feb. 27, 2025
NVIDIA FY2025: Revenue $130.5B (+114% YoY), Data Center demand surges, AI and accelerated computing drive growth
NVIDIA's fiscal year 2025 saw a 114% increase in revenue, reaching $130.5 billion, primarily driven by demand for data center solutions and AI technologies. The company continues to expand its product offerings and supply chain while navigating challenges such as regulatory scrutiny and supply chain complexities.
NVIDIA's fiscal year 2025 was marked by significant growth, with revenue increasing to $130.5 billion, a 114% rise from the previous year. This growth was largely due to the demand for data center compute and networking platforms, especially those supporting AI and accelerated computing. The introduction of the Hopper and Blackwell architectures was crucial in this expansion. Despite the financial performance, NVIDIA faces challenges like regulatory scrutiny and managing a growing supply chain. The company also deals with risks from geopolitical tensions and export controls, which could affect its market operations. Additionally, NVIDIA's investments in AI and autonomous vehicle technologies continue to establish it as a leader in these fields, though it must manage risks related to acquisitions, cybersecurity, and compliance with global regulations.
Source:
EARNINGS CALL
$NVDA
9 a.m.
Feb. 26, 2025
NVDA Q4 2025: Revenue $39.3B, beats outlook; Data Center $35.6B, AI demand fuels growth
NVIDIA Q4 2025 saw record revenues with $39.3B, beating outlook by $1.8B, driven by strong data center and AI demand, particularly Blackwell GPUs.
In Q4 2025, NVIDIA achieved record revenue of $39.3 billion, surpassing its outlook by $1.8 billion, driven by significant data center demand, which saw a 93% increase year-over-year to $35.6 billion. The company emphasized the rapid adoption and deployment of its new Blackwell architecture, particularly in AI and data center segments, which delivered $11 billion in revenue. The company observed robust growth across different sectors, including a doubling in enterprise revenue and a tripling in consumer internet revenue year-over-year. Gross margins stood at 73.5% (non-GAAP), with expectations to stabilize in the low seventies as Blackwell ramps up. Jensen Huang highlighted AI advancements transitioning beyond generative AI into reasoning AI, necessitating significantly more compute capacity, which Blackwell supports effectively. Despite decreased gaming revenue due to supply constraints, NVIDIA anticipates strong sequential growth in Q1 2026, with revenue projected at $43 billion.
Source:
10:04 p.m.
Feb. 26, 2025
AppLovin Stock Tumbles Amid Short Seller Allegations
Shares of AppLovin fell as much as 22% after two short-seller firms published reports alleging fraudulent and deceptive practices. The reports claim that AppLovin's AI-powered growth claims are a 'smokescreen' and that its practices could lead to services being blocked by major tech companies.
Source:
NEWS
TECH
10:04 p.m.
Feb. 26, 2025
Slack Experiences Major Outage
The popular messaging platform Slack is experiencing a significant outage, leaving users unable to access their workspaces or use the app. The disruption is affecting businesses and organizations that rely on Slack for communication and collaboration.
Source:
NEWS
AI
10:04 p.m.
Feb. 26, 2025
U.S. Government Revokes AI Executive Order, Calls for New AI Action Plan
The U.S. administration has revoked Executive Order 14110 on AI governance and issued a request for information (RFI) to develop a comprehensive AI Action Plan. The government is seeking input from various stakeholders, including academia, industry groups, and private-sector organizations, to shape future AI policies.
Source:
10:04 p.m.
Feb. 26, 2025
Super Micro Computer Stock Surges on Compliance News
Shares of Super Micro Computer jumped nearly 25% in premarket trading after the company narrowly beat its filing deadline to retain its Nasdaq listing. The server maker published its fiscal 2024 annual report, showing sales more than doubled to $14.99 billion, driven by increasing demand for AI-related offerings.
Source:
10:04 p.m.
Feb. 26, 2025
Amazon to Unveil AI-Powered Alexa Upgrade
Amazon is set to announce a major upgrade to Alexa, integrating advanced generative AI capabilities to make the voice assistant more conversational and capable of handling complex commands. The company plans to introduce new Echo devices alongside the enhanced Alexa at an event in New York City today.
Source:
CONGRESS TRADE
$BWIN
10:04 p.m.
Feb. 26, 2025
Rep. Scott Franklin sells $1M-$5M in BWIN stock.
Rep. Scott Franklin sells between $1M-$5M of BWIN stock, with recent selling activity in the same stock.
On February 7, 2025, Rep. Scott Franklin disclosed a joint sale of BWIN stock valued between $1,000,001 and $5,000,000. This follows a smaller sale of the same stock on February 6, 2025, valued between $15,001 and $50,000. Rep. Franklin's recent activity shows notable selling in BWIN, with a broader pattern of engaging in various stock transactions, particularly sales, across multiple stocks such as AAPL, Cisco, and JPM in 2024.
Source:
CONGRESS TRADE
$LLY
10:03 p.m.
Feb. 26, 2025
Sen. Wyden's spouse buys $50K-$100K in LLY stock
Sen. Ron Wyden's spouse purchases $50K-$100K in Eli Lilly stock.
Senator Ron Wyden's spouse purchased Eli Lilly stock valued between $50,001 and $100,000. Previous trades by Wyden's spouse include selling LLY stock shortly after purchasing due to it being acquired without knowledge. There is no additional connection between Sen. Wyden's committee assignments and the oversight of Eli Lilly.
Source:
INSIDER TRADE
$U
10:02 p.m.
Feb. 26, 2025
The Felix sells $486,878 in stock.
The Felix, SVP Product & Technology, Grow, recently sold 19,444 shares, continuing a pattern of insider sales.
The Felix, an officer at the company, sold 19,444 shares at $25.04 each, totaling $486,877.76. This transaction is part of a broader trend of insider sales, with 22 disposed transactions this quarter, totaling 741,317 shares. The Felix's recent activity includes multiple sales, aligning with the company's overall pattern of insider dispositions.
Source:
10 p.m.
Feb. 26, 2025
COMM 2024: Revenue $4.21B (-7.9% YoY), strategic divestitures completed, challenges in ANS and NICS segments.
CommScope's 2024 revenue declined by 7.9% to $4.21 billion, primarily due to reduced sales in the ANS and NICS segments. The company completed significant divestitures, including the sale of its Outdoor Wireless Networks and Distributed Antenna Systems, which are expected to streamline operations. Despite these strategic moves, CommScope faces challenges with supply chain disruptions and market volatility impacting its financial performance.
In 2024, CommScope reported a revenue of $4.21 billion, marking a 7.9% decrease from the previous year. This decline was largely driven by reduced sales volumes in the ANS and NICS segments, as customers adjusted their inventories and paused capital spending. The company completed the sale of its Outdoor Wireless Networks and Distributed Antenna Systems to Amphenol Corporation for $2.1 billion, a strategic move aimed at focusing on core operations. However, the company continues to face significant challenges, including supply chain disruptions and increased competition. The CommScope NEXT transformation plan remains a critical focus, aiming to drive shareholder value through profitable growth and operational efficiency. Despite these efforts, the company reported a net loss from continuing operations of $461 million, highlighting the ongoing financial pressures.
Source:
NEWS
AI
5:02 p.m.
Feb. 26, 2025
OpenAI Rival Anthropic Nearing $3.5B Funding Round at $61.5B Valuation
AI company Anthropic is reportedly close to completing a $3.5 billion funding round at a $61.5 billion valuation. The round, larger than initially planned, comes as competitors like OpenAI and xAI are also seeking massive funding deals. Potential investors include Menlo Ventures, Bessemer Venture Partners, and General Catalyst.
Source:
NEWS
AI
5:02 p.m.
Feb. 26, 2025
Amazon to Unveil AI-Enhanced Alexa and New Echo Devices
Amazon is expected to announce an AI-powered version of Alexa at an event in New York today. The upgraded voice assistant is anticipated to use generative AI for improved conversational abilities. Amazon is also likely to introduce new Echo speakers with updated designs.
Source:
1:05 p.m.
Feb. 26, 2025
Nvidia Set to Report Highly Anticipated Q4 Results
Nvidia (NVDA) is expected to report record Q4 revenue of $38.34 billion and net income of $21.1 billion after markets close today. This is Nvidia's first earnings report since Chinese startup DeepSeek triggered an AI stock selloff in January that wiped $589 billion off Nvidia's market value.
Source:
INSIDER TRADE
$BROS
1:04 p.m.
Feb. 26, 2025
Boersma Travis sells $14.5M in BROS stock.
Boersma Travis, a key insider, has been actively selling shares recently.
Boersma Travis, a director and 10 percent owner, sold 191,169 shares of BROS at $75.8293 each, totaling $14,496,211.45. He now owns 4,889,235 shares. Recent activity shows consistent selling, with multiple transactions in February 2025. In the current quarter, there have been 66 disposed transactions totaling 19,454,054 shares, indicating a pattern of significant share sales by insiders.
Source:
INSIDER TRADE
$ARVN
1:04 p.m.
Feb. 26, 2025
ARVN CEO John G. Houston sells $438,582 in stock.
CEO John G. Houston has been actively selling shares, with recent sales totaling over 31,000 shares.
John G. Houston, President and CEO of ARVN, sold 26,184 shares at $16.75 each, totaling $438,582. This follows a pattern of sales, with Houston previously selling 5,154 shares at $16.55. In the current quarter, ARVN insiders have disposed of 45,779 shares across 7 transactions, while acquiring 850,525 shares in 12 transactions, indicating a higher volume of acquisitions compared to disposals.
Source:
INSIDER TRADE
$MSCI
1:04 p.m.
Feb. 26, 2025
MSCI CEO Henry A. Fernandez purchases $2.7M in stock.
This is a rare purchase by the CEO amidst a trend of sales by other executives.
Henry A. Fernandez, CEO of MSCI, purchased 4,700 shares at $574.98 each, totaling $2,702,406. This transaction increases his holdings to 1,269,851 shares. Recent insider activity at MSCI has been dominated by sales, with 9 disposed transactions totaling 51,009 shares this quarter, contrasting with 20 acquisitions totaling 280,269 shares. Fernandez's purchase is notable as it contrasts with the recent trend of sales by other executives, such as Robert J. Gutowski and Scott A. Crum, who have been disposing of shares in recent months.
Source:
1:03 p.m.
Feb. 26, 2025
ZI 2024: Revenue $1.21B (-2% YoY), Operating income declines, Legal settlements impact earnings
ZoomInfo's revenue for 2024 was $1.21 billion, a slight decrease from the previous year. The company faced a decline in operating income and net income, primarily due to legal settlements and increased costs. Despite these challenges, ZoomInfo continues to focus on expanding its customer base and enhancing its platform capabilities.
In 2024, ZoomInfo reported a revenue of $1.214 billion, marking a slight decrease from $1.239 billion in 2023. The company's GAAP income from operations also saw a significant drop to $97.4 million from $259.5 million the previous year, with the operating income margin falling to 8% from 21%. This decline was largely attributed to legal settlements, including a $30.1 million charge related to class action lawsuits, which impacted net income, reducing it to $29.1 million from $107.3 million in 2023. Despite these financial setbacks, ZoomInfo remains committed to its growth strategy, focusing on expanding its enterprise customer base and enhancing its platform's capabilities. The company continues to face challenges from global economic uncertainties and geopolitical tensions, which have affected customer spending and elongated sales cycles. Additionally, ZoomInfo is navigating complex legal and regulatory environments, particularly concerning data privacy and international data transfers, which could impact its operations and financial performance.
Source:
1:02 p.m.
Feb. 26, 2025
FSLY 2024: Revenue $543.7M (+7% YoY), Security revenue up 11%, facing challenges with server capacity and operating losses.
Fastly reported a 7% increase in revenue for 2024, reaching $543.7 million, driven by growth in their Network Services and Security segments. Despite this growth, the company continues to face significant operating losses, with a net loss of $158.1 million. Challenges include managing server capacity and addressing ongoing operating losses, which are critical for future profitability.
Fastly's 2024 financial performance showed a revenue increase to $543.7 million, up 7% from the previous year, primarily due to a 6% rise in Network Services and an 11% increase in Security revenue. The company's gross profit improved by 11%, reaching $295.9 million, with a slight increase in gross margin to 54%. However, Fastly continues to struggle with profitability, reporting a net loss of $158.1 million, up from $133.1 million in 2023. This loss is attributed to high operating expenses, including sales and marketing, and restructuring charges. The company is also facing challenges in managing server capacity, which could impact future growth. Fastly's focus remains on expanding its customer base and enhancing its platform, but it must address these operational challenges to achieve sustainable profitability.
Source:
1:02 p.m.
Feb. 26, 2025
AMC Q4: Revenue $4.7B (-3.6% YoY), attendance down, liquidity concerns persist.
AMC's revenue for 2024 decreased by 3.6% to $4.7 billion, primarily due to a 6.4% drop in attendance. The company faces significant liquidity challenges, with a working capital deficit and the need for additional funding to remain viable. Despite these challenges, AMC is exploring new revenue streams, including distribution and food and beverage expansions.
In 2024, AMC Entertainment Holdings reported a revenue decline of 3.6% to $4.7 billion, driven by a 6.4% decrease in attendance. The average ticket price increased slightly, but it wasn't enough to offset the drop in patron numbers. The company is grappling with liquidity issues, highlighted by a working capital deficit of $846.1 million. AMC's financial health is further strained by substantial debt and the need for additional liquidity to sustain operations. The company is actively seeking new revenue opportunities, such as expanding its distribution business and entering the popcorn market. However, the ongoing volatility in the film industry and changing consumer behaviors pose significant risks. AMC's future hinges on its ability to increase attendance and revenue to pre-pandemic levels, while also managing its debt and exploring strategic growth initiatives.
Source:
1:01 p.m.
Feb. 26, 2025
RNG 2024: Revenue $2.49B (+6.9% YoY), Subscription growth strong, AI integration advancing
RingCentral reported a revenue of $2.49 billion for 2024, marking a 6.9% increase from the previous year. The company continues to see growth in its subscription services, driven by products like RingEX and RingCentral Contact Center. Despite facing macroeconomic challenges, RingCentral is advancing its AI integration, which is expected to enhance its service offerings and customer satisfaction.
RingCentral's financial performance in 2024 was marked by a revenue increase to $2.49 billion, up from $2.33 billion in 2023. This growth was primarily driven by the company's subscription services, which remain the core of its business model. The Annualized Exit Monthly Recurring Subscriptions (ARR) reached $2.49 billion, reflecting the company's ability to retain and expand its customer base. The Net Monthly Subscription Dollar Retention Rate remained above 99%, indicating customer loyalty and satisfaction. RingCentral's strategic focus on AI and machine learning is expected to enhance its product offerings, particularly with the integration of AI-powered features like RingSense. However, the company faces challenges from macroeconomic factors such as inflation and geopolitical tensions, which could impact customer spending and market dynamics. Additionally, RingCentral is navigating regulatory complexities across its international markets, which could pose risks to its operations. Despite these challenges, the company's commitment to innovation and customer-centric solutions positions it well for future growth.
Source:
EARNINGS CALL
$INTU
1:01 p.m.
Feb. 25, 2025
INTU Q2 2025: Revenue $4B, up 17%, EPS $3.32, strong tax season, AI boosts customer engagement
Intuit reports 17% revenue growth to $4B, strong tax sector start, and AI-driven platforms boosting customer engagement.
Intuit's Q2 2025 saw revenue growth of 17%, achieving $4 billion. GAAP operating income rose 61% to $593 million, while non-GAAP operating income increased 26% to $1.3 billion. GAAP EPS increased 34% to $1.67, with non-GAAP EPS up 26% to $3.32. CEO Sasan Goodarzi highlighted the success of Intuit Assist, combining AI with human expertise, which has led to a higher payment conversion rate and a significant rise in QuickBooks Live service engagement. TurboTax experiences also improved, with seamless experiences across TurboTax and Credit Karma contributing to growth. Intuit Enterprise Suite is gaining traction among mid-market firms, driving high ARPC across services. CFO Sandeep Aujla confirmed confidence in achieving fiscal year guidance, maintaining revenue growth at 12-13% and operating income growth at 13-14% on a non-GAAP basis. The sustainable expansion in AI capabilities resulted in annualized efficiencies and a 20% reduction in TurboTax product support contact rates. CFO reported financial health improvements in small businesses and reiterated confidence in market conditions and IRS interactions.
Source:
EARNINGS CALL
$ZI
1 p.m.
Feb. 25, 2025
ZI Q4 2024: Revenue $309M & adj. op. income $116M beat, strong upmarket growth, AI focus with $150M Copilot ACV
ZoomInfo Q4 2024 Concall: Strong upmarket growth, Copilot ACV at $150M, down-market stabilizing.
ZoomInfo's Q4 2024 results outperformed expectations with GAAP revenue at $309M and adjusted operating income of $116M, indicating a 37% margin. Key driver was a shift focus to upmarket, resulting in mid-single-digit growth and a sequential addition of 58 customers in the 100K cohort. The company is moving Copilot to become a major revenue contributor with over $150M in ACV. "We think there's opportunity to become the de facto partner for enterprise data and AI," stated CEO Henry Schuck. The down-market segment, which saw a 9% decline, is stabilizing but is excluded from optimistic guidance due to resource allocation towards upmarket opportunities. The company's Copilot product is crucial, bringing new business primarily from new clients with a 90% attach rate for ACV of new franchise business, and the operations segment headlined a 27% YoY growth. Unlevered free cash flow was reported as $94M with $140M in cash reserves as the company authorized an increased share repurchase program. Brian O'Brien, interim CFO, reinforced, "We are discounting down-market contributions to our guidance; the focus remains on upmarket."
Source:
EARNINGS CALL
$WDAY
1 p.m.
Feb. 25, 2025
WDAY Q4 2025: Revenue $2.21B up 16%, strong AI demand, cRPO $7.63B up 15%
Workday posts 16% revenue growth and 26% non-GAAP operating margin, boosted by strong demand for AI solutions and significant new customer acquisitions.
Workday's Q4 2025 earnings highlighted subscription revenue growth of 16% to $2.04 billion, backed by robust customer expansions in key industries like financial services and healthcare. The company ended FY 2025 with a total revenue of $8.45 billion, increasing by 16% year-over-year. International markets contributed significantly, with revenue up 17%, despite macroeconomic headwinds, particularly in the UK and Germany. Workday's expanding AI offerings underpinned growth, with its Agent System of Record gaining traction among customers and partners. CEO Carl Eschenbach emphasized AI's pivotal role in delivering ROI for customers. Non-GAAP operating margins improved to 26.4% for the quarter driven by efficient cost management and favorable revenue linearity. Workday also executed strategic initiatives such as restructuring to boost AI investments, betting on innovation as a key growth accelerator. CFO Zane Rowe noted that future revenues are expected to grow at a "slightly faster pace" in the year's second half due to ongoing momentum in key initiatives.
Source:
EARNINGS CALL
$DOCN
1 p.m.
Feb. 25, 2025
DOCN Q4 2024: Revenue $205M up 13% YoY, NDR 99%, AI/ML ARR growth 160%
DigitalOcean grew Q4 revenue by 13% YoY to $205M, net dollar retention improved to 99%, and AI/ML platform saw 160% ARR growth; guidance suggests further growth.
DigitalOcean reported Q4 2024 revenue of $205 million, up 13% year-over-year, with substantial contributions from its AI/ML platform, which saw an annual recurring revenue growth of 160%. The net dollar retention improved to 99%, driven by strategic product innovations and targeted go-to-market efforts, particularly with higher spending clients in the Scalers+ cohort, which increased in count by 17% year-over-year and contributed 22% of total revenue. Further, DigitalOcean released 49 new products and features to meet customer demand for scalable, secure cloud solutions. Adjusted EBITDA margin was strong at 42%, and the company maintained a robust free cash flow margin of 18%. Looking forward, DigitalOcean expects Q1 revenue between $207M-$209M and anticipates full year 2025 revenue growth in the low to mid-teens, as well as high-teens free cash flow margins. CEO Paddy Srinivasan emphasized ongoing momentum and strategic investment in both core and AI offerings: "We are building towards the goal of democratizing AI, by enabling our customers to quickly experiment and build AI into their real-world applications."
Source:
EARNINGS CALL
$ZM
1 p.m.
Feb. 24, 2025
Zoom Q4 2025: Revenue $1.184B, +3% YoY; AI Companion usage +68%, EPS $1.41, beating estimates
Zoom's Q4 2025 showed strong AI adoption with revenue at $1.184B, with 3% YoY growth, and non-GAAP EPS of $1.41, beating estimates by $0.11.
Zoom's Q4 2025 reported revenues were $1.184 billion, with YoY growth of 3%, and non-GAAP EPS of $1.41, surpassing guidance by $0.11 and last year's by a minor margin due to increased tax and FX losses. Enterprise revenue rose 6% YoY, now accounting for 60% of total revenue. The company highlighted rapid adoption of AI capabilities, with 68% growth in Zoom AI Companion usage, and significant momentum in Contact Center and Workvivo, each posting noteworthy results. The number of Contact Center customers with over $100K in ARR grew by over 100% YoY. Operating cash flow increased by 21% YoY to $425 million, with a free cash flow margin of 35.2%.
Source:
9:05 a.m.
Feb. 26, 2025
KT Showcases AI and Communication Technologies at MWC 2025
South Korean telecom giant KT is showcasing its latest AI and communications technologies at Mobile World Congress 2025. The company's exhibition includes AI agent services for workplace efficiency and multimodal communication services. KT has also formed a strategic partnership with Microsoft for AI and cloud technology development.
Source:
9:05 a.m.
Feb. 26, 2025
Apple Announces $500 Billion US Investment Over Next Four Years
Apple has unveiled plans to invest $500 billion domestically over the next four years, including hiring 20,000 new workers and producing AI servers in the US. The tech giant will open a new server manufacturing facility in Houston and a supplier academy in Michigan.
Source:
9:05 a.m.
Feb. 26, 2025
Nvidia Earnings Report Eagerly Awaited as AI Spending Window
Nvidia's quarterly earnings report, due today, is highly anticipated as a gauge of AI spending trends. Market estimates expect Q4 sales of $38.5 billion and Q1 guidance around $42.5 billion, with options suggesting a potential 8% share price move. The report is seen as indicative of whether the AI revolution can maintain its rapid pace.
Source:
CONGRESS TRADE
$F
9:04 a.m.
Feb. 26, 2025
Tim Moore sells up to $250K Ford stock after recent purchase.
Rep. Tim Moore sells $100K-$250K in Ford stock, following recent purchases and sales.
Rep. Tim Moore disclosed selling $100,001 - $250,000 of Ford stock on January 7, 2025. Moore's trading in January 2025 demonstrates a frequent trading pattern in Ford stock, with multiple purchases and sales in varying amounts. This particular trade follows significant transactions earlier in January, indicating a pattern of active trading in Ford stock. Moore also actively trades in other stocks, such as DIREXION ETF and Harley-Davidson.
Source:
Tim Moore sells $50K-100K in Ford stock.
Tim Moore, who recently traded Ford stock multiple times, has sold $50K-100K of shares.
Tim Moore executed a sale of Ford stock valued between $50,001 and $100,000. This follows a recent trend of activity in Ford shares, with Moore having purchased and sold large amounts in the weeks preceding this transaction. This mirrors a pattern of notable congressional interest in Ford, with multiple trades disclosed by other members as well.
Source:
Tim Moore sells up to $250K in Harley-Davidson stock.
Rep. Tim Moore sold up to $250K in Harley-Davidson stock; context of industry oversight not provided.
On January 16, 2025, Rep. Tim Moore sold between $100,001 and $250,000 of Harley-Davidson (HOG) stock. This follows a pattern of multiple transactions in HOG stock within January, including both purchases and sales. Moore's recent activity indicates active trading in small cap and motor vehicle stocks, specifically HOG and Ford (F). Recent trades by other Congress members in HOG include sales by Ro Khanna and Gilbert Cisneros, with transaction amounts significantly smaller than Moore's latest sale.
Source:
Rep. Tim Moore sells $100K-$250K in TNA.
Rep. Tim Moore executes a sale of $100K-$250K in Direxion Daily Small Cap Bull 3X ETF (TNA).
Rep. Tim Moore sold $100,001-$250,000 in Direxion Daily Small Cap Bull 3X ETF (TNA) on January 2, 2025. The transaction is part of his active trading pattern in TNA, involving multiple buy and sell transactions within a brief period. Tim Moore's trading pattern includes alternating purchases and sales in large amounts for TNA, along with trades in other stocks such as Ford (F) and Harley-Davidson (HOG). There is frequent trading in TNA among Congress members, as reflected in recent disclosures.
Source:
Rep. Moore purchases up to $500K in TNA, the Direxion Daily Small Cap Bull 3X ETF.
Rep. Tim Moore purchases $250,001 - $500,000 in the Direxion Daily Small Cap Bull 3X ETF (TNA).
Rep. Tim Moore has repeatedly traded in TNA, including purchases and sales of substantial amounts within a short timeframe in January 2025. The recent purchase on January 13 is the largest in this series, indicating continued interest or strategy involving this ETF. Moore's pattern displays active engagement in this leveraged ETF market segment, but no specific committee or oversight context is provided.
Source:
Tim Moore sells $250K-$500K in HOG stock.
Rep. Tim Moore recently sold between $250,001 and $500,000 in Harley-Davidson Inc (HOG) stock.
Tim Moore's recent sale of HOG stock for $250,001-$500,000 is part of an active trading pattern in 2025, including buys and sells of other stocks like TNA and F. His recent trades in HOG are mixed with both purchases and sales, indicating a dynamic approach to trading this particular stock.
Source:
Rep. Tim Moore buys up to $100K in Harley-Davidson stock.
Rep. Tim Moore recently purchased $50,001 - $100,000 in Harley-Davidson stock, continuing active trading in this stock.
Rep. Tim Moore executed a purchase of Harley-Davidson (HOG) stock valued between $50,001 and $100,000. This is part of his active trading in HOG, which includes multiple buys and sells in January 2025. Moore's recent trading record shows a pattern of substantial transactions, particularly in automotive-related stocks like Ford and Harley-Davidson.
Source:
Tim Moore buys $50,001 - $100,000 in TNA.
Tim Moore buys $50,001 - $100,000 in TNA amid recent active trading in the ETF.
Tim Moore actively traded TNA, purchasing shares for $50,001 - $100,000 after prior transactions including both purchases and sales of TNA within tight timeframes. No committee oversight context available.
Source:
Tim Moore buys $50K-$100K in Harley-Davidson (HOG).
Rep. Tim Moore purchases $50K-$100K in Harley-Davidson (HOG).
Rep. Tim Moore executed a purchase of Harley-Davidson stock amounting to $50,001-$100,000 on 2025-01-29. Moore has shown prior activity in HOG, with several buys and sells in January 2025. His trading pattern in HOG includes multiple transactions ranging from $15,001-$500,000 within the same month.
Source:
Rep. Tim Moore buys $50K-$100K of HOG.
Rep. Tim Moore purchased $50K-$100K in Harley-Davidson stock.
Rep. Tim Moore made a purchase of Harley-Davidson stock valued between $50,001 and $100,000 on January 29, 2025. This transaction follows a pattern of recent trades involving Harley-Davidson over the month, including several purchases and sales. Moore's trading activity shows frequent engagement with both Harley-Davidson and other stocks such as Ford and the Direxion Daily Small Cap Bull 3X ETF. Other members of Congress have also traded in Harley-Davidson, with previous transactions including sales by Rep. Ro Khanna's spouse in 2023 and 2022.
Source:
Tim Moore purchases $50K-$100K in Ford Motor Co stock.
Tim Moore acquires $50K-$100K worth of Ford Motor Co shares, with no committee oversight context available.
Rep. Tim Moore made a purchase of Ford Motor Co stock valued between $50,001 and $100,000. This trade is part of his series of trades involving Ford, including several purchases and sales throughout January 2025. Recently, there has been considerable trading activity in Ford stocks among members of Congress with multiple transactions by Moore and others in 2024 and 2023.
Source:
CONGRESS TRADE
$AMAT
9:04 a.m.
Feb. 26, 2025
Ashley Moody purchases $100K-$250K in AMAT stock.
Ashley Moody buys $100K-$250K in AMAT; recent history shows active trading in the stock.
Ashley Moody purchased between $100,001 and $250,000 worth of AMAT stock on January 21, 2025, with recent purchases on January 22, 2025 and January 27, 2025. Moody has a pattern of trading in AMAT, including both purchases and sales of different AMAT assets. The member has not indicated any oversight committee involvement relevant to the transaction.
Source:
Ashley Moody purchases up to $100K in Howmet Aerospace stock.
Ashley Moody, who has been actively trading in tech and aerospace stocks, purchases Howmet Aerospace stock valued between $50,001 and $100,000.
Ashley Moody disclosed a purchase of Howmet Aerospace Inc stock valued between $50,001 and $100,000. Recently, Moody has shown a diverse trading pattern, with purchases in tech stocks like AMAT and sales in various stock options. Her interest in diversified holdings includes significantly large trades in Applied Materials Inc. This trade adds to several transactions within the Congress involving Howmet Aerospace, with Mood maintaining both purchase and sale activities in the stock.
Source:
Ashley Moody purchases $50K-$100K in Micron Technology stock.
Ashley Moody purchases $50K-$100K in Micron Technology (MU) stock.
Ashley Moody executed a purchase of Micron Technology stock valued between $50,001 and $100,000. This transaction is a part of her active trading in technology stocks, previously purchasing Applied Materials and selling Dell Technologies options. Moody's active trading style includes buying and selling stocks and options across multiple technology companies, with notable activity involving Micron and Applied Materials in recent filings.
Source:
Ashley Moody sells between $50K-$100K of OKTA stock.
Ashley Moody, a member of Congress, sold between $50K-$100K in OKTA stock.
Ashley Moody fully divested her holdings in OKTA with a sale valued between $50,001 and $100,000. Her trading activity includes a recent focus on technology stocks, with both purchases and sales of different securities. Moody's recent trades involve companies like AMAT, MU, and HWM, predominantly in tech and aerospace sectors, indicating a varied portfolio management strategy without visible focus on the same oversight-relevant sectors.
Source:
9:01 a.m.
Feb. 26, 2025
DNA 2024: Revenue $227M (-10% YoY), Cell Engineering revenue up, restructuring impacts costs.
DNA reported a revenue decline to $227 million in 2024, with a notable increase in Cell Engineering revenue. The company is undergoing significant restructuring, impacting both operational costs and workforce. Key risks include dependency on a few large customers and challenges in maintaining intellectual property protection.
In 2024, DNA's total revenue decreased by 10% to $227 million, primarily due to a decline in Biosecurity revenue. However, Cell Engineering revenue increased by $30.4 million, driven by non-cash revenue from a terminated contract and growth in enterprise customer programs. The company is actively restructuring to reduce operational expenditures, which includes workforce reductions and facility consolidations. This restructuring has led to a decrease in research and development expenses by $156.6 million and general and administrative expenses by $138.9 million. Despite these efforts, DNA reported a net loss of $547 million, reflecting ongoing challenges in aligning costs with revenue. The company faces risks related to its reliance on a limited number of large customers, which could impact future financial stability if any significant customer is lost. Additionally, DNA is navigating complex intellectual property challenges, with potential impacts from changes in patent law and the need to protect its proprietary technologies. The strategic partnership with Google Cloud and a supply agreement with Twist highlight DNA's focus on leveraging technology and securing essential resources for future growth.
Source:
9 a.m.
Feb. 26, 2025
SMCI Q2: Revenue $5.68B (+54.9% YoY), AI and data center demand drive growth, legal challenges persist.
Super Micro Computer, Inc. reported a significant increase in revenue, driven by demand for AI and data center solutions. However, the company faces ongoing legal challenges, including class action lawsuits and regulatory inquiries.
Super Micro Computer, Inc. (SMCI) has demonstrated financial performance in the second quarter of fiscal year 2025, with net sales reaching $5.68 billion, marking a 54.9% increase compared to the same period last year. This growth is largely attributed to the rising demand for GPU servers and high-performance computing solutions, particularly in the AI and data center markets. The company's strategic focus on developing application-optimized server and storage solutions has positioned it well to capitalize on these expanding markets. However, SMCI is navigating several legal challenges, including class action lawsuits alleging misrepresentations in financial disclosures and ongoing investigations by the Department of Justice and the SEC. These legal matters are still in preliminary stages, and the company is unable to estimate potential losses. Despite these challenges, SMCI remains committed to innovation and market expansion, with planned capital expenditures aimed at enhancing manufacturing capabilities and IT infrastructure. The company continues to monitor macroeconomic factors such as supply chain disruptions and interest rate fluctuations, which could impact future performance.
Source:
Tech Stocks Lead Selloff on AI Trade Weakness Fears
Tech stocks led a market selloff, with the Nasdaq entering negative territory for 2025. Concerns over future demand for NVIDIA's expensive shares and fears of overall weakness in the artificial intelligence trade dented investor confidence. NVIDIA shares fell 3.1%, while Palantir Technologies tumbled 10.5%.
Source:
INSIDER TRADE
$BROS
10:01 p.m.
Feb. 25, 2025
BROS: Boersma Travis S-Sale $40,251,722.74 total in 12 trades
Multiple trades executed today totaling 12 transactions
Details:
- S-Sale 22,385.0 shares at $77.6125
- S-Sale 8,491.0 shares at $82.5541
- S-Sale 29,216.0 shares at $72.6842
- S-Sale 53,872.0 shares at $74.7534
- S-Sale 41,376.0 shares at $73.549
- S-Sale 32,409.0 shares at $79.6333
- S-Sale 20,381.0 shares at $79.6333
- S-Sale 38,962.0 shares at $80.9096
- S-Sale 52,928.0 shares at $76.6119
- S-Sale 37,666.0 shares at $81.7557
- S-Sale 61,952.0 shares at $80.9096
- S-Sale 120,224.0 shares at $75.8293
Source:
Nvidia and Cisco Extend Partnership to Accelerate AI Adoption
Nvidia and Cisco announced an extension of their partnership aimed at speeding up AI adoption. The collaboration is expected to focus on integrating Nvidia's AI technologies with Cisco's networking and infrastructure solutions.
Source:
5:06 p.m.
Feb. 25, 2025
Tempus AI Stock Plunges on Missed Estimates and Increased Costs
Shares of Tempus AI (TEM) sank 17% after reporting worse-than-anticipated Q4 results and guidance. The company's non-GAAP operating expenses grew 6.5% year-over-year as it expanded operations.
Source:
5:06 p.m.
Feb. 25, 2025
Akamai Wins $100M Multi-Year Cloud Contract with Major Tech Company
Akamai Technologies secured a $100 million multi-year cloud contract with one of the 'world's largest technology companies.' The customer will use Akamai's full-stack cloud computing offering, including managed Kubernetes clusters in secured virtual private cloud environments.
Source:
5:06 p.m.
Feb. 25, 2025
Microsoft's Quantum Breakthrough Challenges Global Strategic Landscape
Microsoft unveiled Majorana 1, the first quantum chip powered by a topological core architecture, ensuring fault resistance. This breakthrough is reshaping the global strategic landscape and demands an urgent rethinking of Australia's move to post-quantum encryption.
Source:
Tech Stocks Lead Market Selloff on AI Trade Weakness Fears
U.S. stocks ended mostly lower on Monday, with tech stocks leading the selloff. The Nasdaq fell 1.2% and entered negative territory for 2025, driven by concerns over future demand for NVIDIA's expensive shares and overall weakness in AI-related trades. NVIDIA (NVDA) shares dropped 3.1% ahead of its quarterly earnings report on Wednesday.
Source:
CONGRESS TRADE
$CHTR
5:06 p.m.
Feb. 25, 2025
Rep. Michael McCaul's spouse sells up to $100K in Charter Communications stock.
Rep. Michael McCaul reported his spouse's sale of CHTR stock valued between $50,001 and $100,000.
Rep. Michael McCaul's latest filing indicates his spouse sold Charter Communications shares, indicating a repeat trading pattern, as similar amounts were previously transacted. His spouse's financial activities in CHTR have shown a mix of purchase and sale actions in past months.
Source:
Rep. McCaul's spouse acquires up to $100K in Arista Networks stock.
Rep. Michael McCaul's spouse purchased $50,001 - $100,000 of ANET stock.
Rep. Michael McCaul, representing Texas' 10th district, reported that his spouse purchased Arista Networks (ANET) stock valued between $50,001 and $100,000 on January 30, 2025. The transaction adds to McCaul's recent trading activity, which includes both purchases and sales in various stocks, indicating ongoing active personal portfolio management. Previously in January 2025, McCaul's spouse sold some ANET stock valued between $15,001 to $50,000, reflecting a strategic shift back into ANET. Recent Congress trading in ANET involves multiple transactions by various members, illustrating continuous interest in this stock.
Source:
Rep. Michael McCaul sells $50K-$100K in AON stock.
Rep. Michael McCaul executes a $50K-$100K trade in AON, a pattern consistent with his recent transactions, including multiple sales of AON by his spouse.
Rep. Michael McCaul's spouse sold AON stock worth $50,001-$100,000 on January 9, 2025. This is a continuation of a recent pattern where his spouse has conducted multiple trades of AON stock, including a similar sale in November 2024. Congress has seen consistent trading in AON, with both buying and selling activities recorded over recent months by various members, including Ro Khanna and Kathy Manning. McCaul's previous trades also show a mix of sales and purchases, with no clear repeated pattern in a single stock aside from AON.
Source:
CONGRESS TRADE
$LLY
5:05 p.m.
Feb. 25, 2025
Sen. Wyden's spouse purchases $50-100K in LLY stock
Sen. Wyden's spouse invested $50-100K in Eli Lilly, following a recent pattern of trades in this stock by the household.
Sen. Ron Wyden's spouse purchased between $50,001 and $100,000 of Eli Lilly and Company (LLY) stock. This follows a recent sale by the spouse of the same stock due to a broker's mistake. Wyden's family has traded LLY multiple times, previously both purchasing and selling shares. Other Congress members, such as Sheldon Whitehouse and Tommy Tuberville, have also traded LLY stock over the past year, indicating Congress-wide trading interest in Eli Lilly.
Source:
Ron Wyden's spouse buys $50K-$100K in LLY stocks.
Sen. Ron Wyden's spouse purchases $50K-$100K in Eli Lilly stocks.
Ron Wyden's spouse purchased Eli Lilly stocks valued between $50,001 and $100,000 on January 22, 2025. Prior trading activity for Wyden has involved multiple transactions of Eli Lilly stocks, including both purchases and sales within close time frames. Recent Congress trading history includes trades by Sheldon Whitehouse and Tommy Tuberville related to Eli Lilly, indicating ongoing interest in the stock among legislators.
Source:
Sen. Wyden's spouse sells $50K-$100K in LLY stock.
Ron Wyden's spouse executed a sale of Eli Lilly stock valued between $50,001 and $100,000.
Sen. Wyden's spouse sold Eli Lilly (LLY) stock after a broker's unauthorized purchase. This recent sale was for $50,001 to $100,000 and follows prior trades in LLY within the last month. Trading patterns show recent purchases and sales of LLY stock, with this particular sale occurring shortly after a purchase, indicating a reversal or correction in holdings.
Source:
Sen. Wyden's spouse sells $50K-$100K in LLY stock acquired without her knowledge.
Sen. Ron Wyden's spouse sold $50K-$100K Eli Lilly stock; she is not involved in purchase decisions made by her broker.
On February 10, 2025, Sen. Ron Wyden's spouse sold all of her $50,001-$100,000 holdings in Eli Lilly and Company stock after discovering that her broker had bought the shares without her awareness. This trade was part of a series of full and partial sales by Sen. Wyden's spouse in various stocks, as disclosed on February 21, 2025. The sale of LLY stock follows a pattern of transactions, including an earlier purchase of a similar value in January 2025. Other Congress members have also recently engaged in trading Eli Lilly stock, with no direct oversight committee context provided for these transactions.
Source:
CONGRESS TRADE
$AMAT
5:05 p.m.
Feb. 25, 2025
Ashley Moody buys $100K-250K in AMAT stock.
Ashley Moody purchases $100K-$250K in Applied Materials (AMAT) stock.
Ashley Moody conducted a series of trades in AMAT, including multiple purchases and sales, notably a purchase of $100K-$250K of AMAT stock. Moody's recent trading pattern shows involvement with various tech stocks including multiple trades in AMAT within a short time frame.
Source:
Ashley Moody buys $100K-$250K in AMAT shares
Ashley Moody purchases $100K-$250K in AMAT stock, continuing active trading in tech stocks.
Ashley Moody made multiple purchases of AMAT stock valued between $100,001 and $250,000. Her recent trading history includes frequent transactions in tech-related stocks, with recent trades involving stock options and stock in companies like NVIDIA, Micron, and Advanced Micro Devices. In Congress, multiple members, including Markwayne Mullin and Tommy Tuberville, also recently traded shares of AMAT. Moody's trades reflect a consistent interest in technology sector investments.
Source:
INSIDER TRADE
$BROS
5:03 p.m.
Feb. 25, 2025
BROS: DM Trust Aggregator, LLC S-Sale $19,508,722.99 total in 2 trades
Multiple trades executed today totaling 2 transactions
Details:
- S-Sale 61,952.0 shares at $80.9096
- S-Sale 191,169.0 shares at $75.8293
Source:
NEWS
TECH/AI
1:02 p.m.
Feb. 25, 2025
Flexport Launches 20+ Tech and AI-Powered Products for Supply Chain Modernization
Flexport, a global leader in supply chain technology, announced its Winter Release featuring over 20 new tech and AI-powered products aimed at modernizing global supply chains. This release demonstrates the ongoing integration of AI technologies in logistics and supply chain management.
Source:
NEWS
AI
1:02 p.m.
Feb. 25, 2025
AI in Life Science Market Expected to Reach $29.30 Billion by 2030
The AI in Life Science Market is projected to grow from $12.43 billion in 2024 to $29.30 billion by 2030, with a CAGR of 15.32%. The growth is driven by increasing demand for faster drug discovery, personalized medicine, and optimized clinical trials, with AI technologies enabling analysis of vast datasets and improving research efficiency.
Source:
Nvidia and Amazon Predicted to be Biggest AI Stock Winners in 2025
Analysts predict Nvidia and Amazon will be the biggest AI stock winners of 2025 due to their key roles in AI infrastructure and applications. Nvidia remains the world's top AI chip designer with strong demand for its new Blackwell architecture, while Amazon's AWS offers a broad range of AI products and services.
Source:
1:02 p.m.
Feb. 25, 2025
Alibaba to Invest $52 Billion in AI and Cloud Computing
Alibaba announced plans to invest 380 billion yuan ($52 billion) in artificial intelligence and cloud computing over the next three years, its largest commitment to AI-driven infrastructure to date. This investment signals Alibaba's ambition to compete with global cloud giants like AWS, Microsoft Azure, and Google Cloud as it expands beyond e-commerce.
Source:
INSIDER TRADE
$MSCI
1:01 p.m.
Feb. 25, 2025
MSCI CEO Henry A. Fernandez purchases $2.7M in stock.
This is a rare purchase by the CEO amidst a trend of sales by other executives.
Henry A. Fernandez, Chairman and CEO of MSCI, purchased 4,700 shares at $574.98 each, totaling $2,702,406. This transaction increases his holdings to 1,269,851 shares. In contrast, recent insider activity at MSCI has been dominated by sales, with 4 disposed transactions totaling 1,249 shares this quarter, while acquisitions have been more frequent with 12 transactions totaling 181,126 shares. Fernandez's purchase is notable as it contrasts with the recent trend of sales by other executives.
Source:
EARNINGS CALL
$ZM
1 p.m.
Feb. 24, 2025
ZM Q4 2025: Revenue $1.184B beats est, AI capabilities strong, Contact Center gains.
Zoom Q4 2025: Revenue $1.184B beats est, AI capabilities grow, Contact Center gains strong.
Zoom reported Q4 2025 revenue of $1.184 billion, surpassing guidance by $4 million, with constant currency growth at 4%. The AI Companion saw 68% growth in active users QoQ, supporting Zoom's transition to an AI-first platform. Significant enterprise wins included Amazon and Delta Air Lines. Contact Center achieved a landmark deal with a Fortune 100 US tech company. CFO Michelle Chang highlighted strong traction in Enterprise revenue, which rose 6% YoY to compose 60% of total revenue, and an improvement in Average Monthly Churn to 2.8%. Non-GAAP operating margin improved to 39.5%, exceeding expectations. For FY26, Zoom anticipates continued AI expansion and stable growth amidst macroeconomic challenges.
Source:
9:03 a.m.
Feb. 25, 2025
Tech Companies Explore Hydrogen and Nuclear Energy for AI Data Centers
Major tech companies are turning to alternative energy sources like hydrogen and nuclear power for their AI data centers. Microsoft has committed to working with nuclear fusion startup Helion and signed a power purchase agreement to restart a nuclear reactor at Pennsylvania's Three Mile Island.
Source:
9:03 a.m.
Feb. 25, 2025
DXC Technology Signs IT Modernization Deal with Skanska
DXC Technology (DXC) has signed an agreement with Skanska AB to modernize the construction giant's IT infrastructure across Europe. The deal demonstrates DXC's continued relevance in the enterprise IT services market.
Source:
CONGRESS TRADE
$BWIN
9:03 a.m.
Feb. 25, 2025
Scott Mr Franklin sells $15K-$50K in BWIN stock.
Rep. Scott Mr Franklin, a member from FL18, executed a joint sale of $15,001 - $50,000 in BWIN (Brp Group Inc).
Rep. Scott Mr Franklin reported a sale of $15,001 - $50,000 in BWIN stock on February 6, 2025. This adds to two recent sales of BWIN by Franklin, including a significant sale the following day, indicating a trend of divestment from BWIN. There is no additional relevant committee oversight context available related to this transaction.
Source:
Rep. Franklin sells up to $5M in BWIN stock.
Rep. Scott Franklin sells between $1,000,001 - $5,000,000 of BWIN stock jointly.
Rep. Scott Franklin has divested a significant amount of BWIN stock, marking his second transaction in this asset within days, following a smaller sale. This might indicate a broader strategy of reducing exposure to BWIN, although overall Congress activity in BWIN is limited.
Source:
CONGRESS TRADE
$F
9:03 a.m.
Feb. 25, 2025
Tim Moore sells $100K-$250K in Ford stock.
Tim Moore disclosed a sale of $100K-$250K in Ford stock.
Tim Moore has shown active trading in Ford stock, recently executing a sale transaction for $100K-$250K after multiple purchases in January 2025. Over the past month, Moore's transactions in Ford include both sales and purchases within the $15K-$250K range, reflecting a pattern of short-term trades. Other Congress members, like Gil Cisneros and Ro Khanna, have also engaged in recent trades of Ford shares, primarily in lower amounts.
Source:
Rep. Tim Moore sells up to $250K in TNA ETF.
Rep. Tim Moore sells $100,001 - $250,000 in Direxion Daily Small Cap Bull 3X ETF, continuing active trading in TNA.
On January 2, 2025, Rep. Tim Moore sold $100,001 - $250,000 of Direxion Daily Small Cap Bull 3X ETF (TNA). Moore has been actively trading TNA, with both purchases and sales in January 2025, including a sale and subsequent purchase on January 2-3, followed by a sale on January 6. Moore's trading pattern reflects regular activity in TNA, buying and selling significant amounts within a short timeframe.
Source:
Rep. Tim Moore sells $50K-$100K in Ford stock after recent buy-sell activity.
Rep. Tim Moore sells Ford stock valued at $50K-$100K, continuing a pattern of trading in Ford shares this month.
Rep. Tim Moore disclosed a sale of Ford (F) stock valued between $50,001 and $100,000. This follows several purchases and sales of Ford stock earlier in January 2025. Moore's trading activity in January indicates multiple transactions in Ford shares, with a mix of purchases and sales throughout the month. Recently, there's been a trend of Congress members engaging in trading activities involving Ford stock, including both purchases and sales by different representatives such as Ro Khanna and Gil Cisneros.
Source:
Rep. Tim Moore sells up to $500K in TNA ETF.
Rep. Tim Moore sells $250K-$500K in Direxion Daily Small Cap Bull 3X ETF.
Rep. Tim Moore conducted another large sale of TNA ETF similar to previous patterns, including both purchases and sales, demonstrating active trading within the ETF in January 2025. His trading activity shows frequent transactions in TNA over short periods, reflecting a potential strategy around this specific ETF.
Source:
9:01 a.m.
Feb. 25, 2025
Unable to extract specific information from RIVN's 10-K filing due to missing or inaccessible data.
The 10-K document for RIVN could not be accessed or was incomplete, preventing detailed analysis.
Please attempt to reload the document or specify which sections or data points need attention for further analysis attempts.
Source:
9:01 a.m.
Feb. 25, 2025
Akamai 2024: Revenue $3.99B (+4.7% YoY), Security and Compute solutions drive growth, geopolitical headwinds impact Delivery revenue.
Akamai's revenue for 2024 reached $3.99 billion, marking a 4.7% increase from the previous year, driven by strong performance in Security and Compute solutions. However, Delivery revenue faced challenges due to economic and geopolitical uncertainties, leading to a decline. The company continues to focus on expanding its product offerings and managing costs effectively.
Akamai Technologies reported a revenue of $3.99 billion for the year 2024, reflecting a 4.7% year-over-year growth. This increase was primarily fueled by the robust performance of its Security and Compute solutions, which saw significant demand and expansion. The acquisition of Linode in 2022 further bolstered the Compute segment, contributing to its growth. However, the Delivery solutions segment experienced a decline, attributed to economic and geopolitical headwinds that led to slower traffic growth and downward pricing pressures. A notable impact was seen from a large social media customer opting for cost optimization and "do-it-yourself" solutions, which reduced traffic on Akamai's network. Despite these challenges, Akamai's strategic investments in its network and product portfolio continue to position it for future growth. The company also highlighted risks related to cybersecurity, supply chain disruptions, and potential regulatory changes, which could impact its operations. Akamai remains committed to enhancing its offerings and maintaining financial stability through prudent management of its resources and strategic initiatives.
Source:
10:04 p.m.
Feb. 24, 2025
Nvidia Earnings Report Draws Heightened Attention
Nvidia's (NVDA) upcoming earnings report is generating increased interest as analysts raise questions about its continued dominance in the AI chip market. The report is seen as a key indicator of the ongoing AI boom and its impact on the tech industry.
Source:
10:04 p.m.
Feb. 24, 2025
Meta Partners with Unitree and Figure AI for Consumer Robotics
Meta is making a significant push into consumer robotics by partnering with Unitree and Figure AI. The collaboration aims to develop integrated AI systems and hardware for advanced household robots, potentially redefining consumer interactions with technology.
Source:
NEWS
AI
10:04 p.m.
Feb. 24, 2025
Elon Musk's xAI Unveils Grok 3 AI Model
xAI launched Grok 3, an updated AI model claimed to outperform competitors like ChatGPT and DeepSeek across various benchmarks. The new model features advanced web searching capabilities and improved reasoning for complex problems.
Source:
Dow Jones, S&P 500 Futures Rise as Market Attempts Rebound
Futures tied to the Dow Jones Industrial Average and S&P 500 were up 0.7% and 0.5% respectively in premarket trading, as the market tries to recover from last week's downturn. Nvidia (NVDA) gained nearly 2% ahead of its earnings report, while other tech giants like Microsoft (MSFT), Alphabet (GOOG), and Amazon (AMZN) also rose.
Source:
EARNINGS CALL
$OLED
10:01 p.m.
Feb. 20, 2025
Universal Display Q4 2024: Record revenue at $648M, EPS at $4.65, focusing on commercialization of phosphorescent blue.
Universal Display Q4 2024: Record revenue at $648M, EPS at $4.65, focusing on commercialization of phosphorescent blue.
Universal Display reported record revenue for Q4 2024, reaching $648 million, a 12% increase year-over-year, with net income of $222 million. The company registered operating income of $239 million, translating to an operating margin of 37%. Material sales reached $365 million, with a focus on emitter sales, including red and green emitters. CEO Steve Abramson highlighted significant progress towards the commercialization of phosphorescent blue, which they believe will be transformative for OLED technology. "The additional time needed to introduce a commercial phosphorescent blue into the market will be measured in months and not years," Abramson stated. The company's outlook for 2025 anticipates revenue between $640 million to $700 million, reflecting cautious optimism amid macroeconomic uncertainties. Universal Display also announced a dividend increase, signaling confidence in future growth and cash flow.
Source:
EARNINGS CALL
$RIVN
10:01 p.m.
Feb. 20, 2025
RIVN Q4 2024: Hits positive gross margin, $31K COGS decrease, revenue $1.5B, Tri-Motor success.
Rivian achieved a positive gross margin in Q4 2024, driven by a $31,000 reduction in COGS per vehicle, robust regulatory credit sales, and efficiency improvements.
Rivian reported a positive gross margin for Q4 2024, highlighting a key milestone for the company with a $31,000 year-over-year reduction in automotive COGS per vehicle. The introduction of the Tri-Motor option contributed to higher average selling prices, with automotive revenue per unit increasing to $86,000. Regulatory credit sales generated nearly $300 million in revenue. The company produced 12,727 vehicles and delivered 14,183, leading to $1.5 billion in automotive segment revenue. Software and services revenues hit $214 million, mainly from joint venture activities with Volkswagen. The company's ongoing focus on cost reduction led to a 15% decrease in operating expenses. Rivian's adjusted EBITDA improved by $729 million compared to Q4 2023, with losses at $277 million. RJ Scaringe, CEO, emphasized the strategic focus on cost reduction and brand development, aiming for R2 launch in 2026 to further drive growth. "It's a really important milestone for us as a company," said RJ Scaringe, CEO.
Source:
EARNINGS CALL
$LYV
10:01 p.m.
Feb. 20, 2025
Live Nation Q4 2024: Stadium demand high, AOI growth double digits, Ticketmaster volume +3%
Live Nation Q4 2024 call highlighted strong demand and AOI growth, with stadium sell-through rates over 75% and Ticketmaster sales up 3%.
Live Nation noted solid consumer demand for concerts in Q4 2024, with stadium sell-through rates surpassing 75%, higher than previous years. Michael Rapino, CEO, highlighted, "We're seeing consumers buying up stadium dates faster than ever." Ticketmaster ticket volume increased by 3%, and concert tickets rose 10%. Despite concerns about consumer softness, all segments, including club and theater shows, showed strong performance. Joe Berchtold, CFO, remarked confidence in sustaining double-digit AOI growth, driven by global expansion and venue investments. Live Nation anticipates continued high demand and strategic capital deployments, especially internationally, for arena ownership and development.
Source:
EARNINGS CALL
$BKNG
10 p.m.
Feb. 20, 2025
BKNG Q4 2024: Revenue up 14% to $5.5B, gross bookings $166B up 17%, EPS $41.55 up 30%
Alert: Double-digit growth in room nights, gross bookings, and revenue, driven by successful AI integration and strategic initiatives.
Detail: Booking had a strong Q4 2024, with room nights up 13%, driving revenue growth of 14% and gross bookings up 17%, beating prior expectations. Adjusted EBITDA was $1.8B, a 26% YoY increase due to revenue outperformance and lower OpEx. Full-year 2024 saw $166B in gross bookings, up 10% YoY, with revenue at $24B, up 11%, and adjusted EPS rising 23%. The company exceeded its long-term targets of 8% annual gross bookings and revenue growth. AI technologies are enhancing operations and the connected trip vision, with significant operational efficiencies and potential for revenue growth. Booking expects room nights to grow 5-7% in Q1 2025, with an anticipated low double-digit increase in landed gross bookings for the year, aligning with their growth ambition. CEO Glenn Fogel stated, "Our achievements allowed us to drive strong financial results... positioned to deliver attractive growth across key metrics." CFO Ewout Steenbergen highlighted the efficiency gains through AI, impacting customer service and ongoing transformation efforts.
Source:
EARNINGS CALL
$BIGC
10 p.m.
Feb. 20, 2025
BIGC Q4 2024: Revenue at $333M, up 8% YoY; non-GAAP op income $19M, up $25M YoY.
Revenue ends at $333M, up 8% YoY; non-GAAP operating income at $19M, improving $25M from 2023.
BigCommerce closed the year with a revenue of $333 million, an 8% increase from the previous year, and non-GAAP operating income exceeding $19 million, showing a $25 million improvement over the previous year. Operating cash flow was $26 million, a $50 million improvement. Despite these gains, the company did not meet its revenue growth targets and aims to reaccelerate revenue growth. Net revenue retention for enterprise accounts finished at 99%, which was below past performance. The company implemented a strategy focusing on recruiting top leaders, rearchitecting its go-to-market operations, and deploying AI to enhance sales and support efficiency. Key new hires were made including a Chief Marketing Officer and Chief Revenue Officer. The company expects revenue for Q1 2025 between $81.2M to $83.2M and full-year 2025 revenue between $342.1M to $350.1M.
Source:
EARNINGS CALL
$BAND
10 p.m.
Feb. 20, 2025
BAND Q4 2024: Revenue $210M, cloud comms up 15%, Maestro drives enterprise growth.
Bandwidth reports 27% revenue growth, with cloud communications revenue up 15%. Key drivers include record messaging and Maestro platform growth.
Bandwidth delivered strong Q4 2024 results with total revenue increasing by 27% to $210M. Cloud communications revenue grew by 15% to $144M. Non-GAAP gross margin improved to 58%. The EBITDA grew 25% to $23M, and free cash flow increased by 130% to $30M. The company reported a 122% net retention rate, with enterprise revenue up 29% driven by CCaaS and UCaaS adoption. Bandwidth continues to expand its global voice plans, reflecting demand for its Maestro platform and AIBridge software, which enhances voice AI capabilities. CEO David Morken emphasized the transformative potential of AI in voice communications, noting strategic wins with a global hospitality brand and a Fortune 25 healthcare provider. For 2025, Bandwidth expects revenue growth of 8-11% post-normalizing for 2024 political campaign cycles.
Source:
EARNINGS CALL
$DBX
10 p.m.
Feb. 20, 2025
DBX Q4 2024: Revenue $644M up 1.4% YoY, EPS $0.73, free cash flow per share up 23% YoY
Dropbox Q4 2024 revenue up 1.4% YoY to $644M, EPS $0.73, free cash flow per share up 23% YoY.
Dropbox's Q4 2024 earnings call reported revenue growth and improved profitability but highlighted challenges in their Teams segment. Total revenue increased by 1.4% year-over-year to $644 million. Gross margin stood at 83.1%, with non-GAAP EPS at $0.73, up 46% year-over-year. The strategic transition from traditional file sync and share (FSS) to AI-powered services like Dash continues, with Dash showing positive early signals in customer reception and sales, though not yet materially contributing to revenue. Free cash flow per share increased 23% year-over-year, driven by share repurchase and operational efficiencies. The company remains focused on long-term growth, investing heavily in Dash and scaling it through strategic initiatives in 2025.
Source:
EARNINGS CALL
$RXT
10 p.m.
Feb. 20, 2025
RXT Q4 2024: Revenue $686M exceeds est, gains in hybrid cloud bookings, private cloud rev $269M, public cloud rev $417M
Rackspace's Q4 2024 EPS exceeded guidance, bookings reached record levels, driven by high demand for hybrid cloud solutions, especially in private cloud.
Rackspace's Q4 2024 EPS outperformed guidance, marking the tenth consecutive quarter of meeting or beating expectations. The company reported record-high quarterly sales bookings, exceeding previous levels since early 2023. Bookings, measured by annual contract value, increased significantly, with a 42% boost in private cloud sales in the second half of 2024 compared to the first half. Private cloud revenue in Q4 was $269 million, up 4% sequentially. Public cloud revenue also surpassed guidance at $417 million, benefiting from strong cloud consumption and a strategic shift to services-led sales. Rackspace maintained positive free cash flow with operational improvements and cost management. For 2025, modest declines in private cloud revenue are expected, with stabilization in the second half. AI initiatives showed momentum, contributing less than 2% to revenue but anticipated to grow.
Source:
5:02 p.m.
Feb. 24, 2025
Microsoft Makes Major Changes to AI Infrastructure Plans
Microsoft is reportedly making significant changes to its AI infrastructure plans. The company is cutting AI data center spending on the heels of its $13 billion annual AI revenue run rate announcement.
Source:
NEWS
AI
5:02 p.m.
Feb. 24, 2025
Elon Musk Announces Upcoming Release of Grok 3 AI Chatbot
Elon Musk has announced the imminent release of Grok 3, the latest AI chatbot from his startup xAI. Musk claims Grok 3 outperforms all existing AI chatbots, including OpenAI's ChatGPT, highlighting its advanced reasoning capabilities.
Source:
NEWS
TECH
5:02 p.m.
Feb. 24, 2025
China and U.S. Make Major Quantum Computing Advances
Researchers at Peking University demonstrated large-scale quantum entanglement on an optical chip, marking a significant milestone in quantum technology. This achievement puts China at the forefront of the global quantum computing race, with potential implications for quantum-based internet development.
Source:
U.S. Stocks End Sharply Lower on Economic Concerns
U.S. stocks closed significantly lower on Friday, with the Dow Jones Industrial Average recording its worst weekly close since October. Fresh economic data and President Trump's tariff plans raised investor concerns. The Dow fell 1.7%, the S&P 500 dropped 1.7%, and the Nasdaq declined 2.2%.
Source:
CONGRESS TRADE
$BWIN
5:02 p.m.
Feb. 24, 2025
Rep. Franklin sells up to $5 million in BWIN shares.
Rep. Franklin sells BWIN shares valued between $1M-$5M in a significant divestment.
Rep. Scott Franklin (FL18) sold BWIN (Brp Group Inc) shares jointly valued between $1,000,001 and $5,000,000 on February 7, 2025. This follows another smaller sale of BWIN shares the previous day. Franklin has been active in trading, consistently selling and purchasing various stocks including multiple transactions in BWIN, suggesting a focus or significant holding in this stock. These sales made BWIN one of the larger transactions reported recently from Congress members in this stock.
Source:
CONGRESS TRADE
$MSFT
5:02 p.m.
Feb. 24, 2025
Sen. Tuberville sells up to $50K in MSFT stock.
Sen. Tuberville sells between $15,001 and $50,000 in MSFT stock.
Senator Tommy Tuberville reported selling $15,001 - $50,000 worth of Microsoft (MSFT) stock on January 10, 2025. This transaction fits a pattern in his recent trading, mostly disclosing sales in various stocks, with MSFT sales being consistent since late 2023. Overall Congressional trading data shows other members, such as Sen. Shelley Moore Capito and Sen. Richard Blumenthal, have also engaged in transactions involving MSFT, primarily sales.
Source:
Sen. Tuberville sells $15K-$50K in AAPL stock joint ownership.
Sen. Tuberville sells $15K-$50K in AAPL stock. Tuberville has a pattern of multiple AAPL sales.
Senator Tommy Tuberville conducted a joint sale of AAPL stock valued between $15,001 and $50,000 on January 10, 2025. Tuberville has disclosed similar sales of AAPL stock multiple times in the recent past, indicating a recurring trading pattern with this asset. This sale is part of a broader pattern of sales Tuberville has made in various stocks, including multiple sales of AAPL, over the past year.
Source:
1:03 p.m.
Feb. 24, 2025
Apple to Spend Over $500B in the U.S. Over Next Four Years
Apple (AAPL) announced plans to spend more than $500 billion in the U.S. over the next four years. The investment includes significant funding for research and development, AI, and machine learning across Apple's R&D hubs in the country.
Source:
Tech Giants Set to Invest $320B in AI by 2025
Major tech companies including Meta, Amazon, Alphabet, and Microsoft are expected to invest a combined $320 billion in AI by 2025. Microsoft is nearly doubling its AI spending to $80 billion, while Google is increasing its investment 2.3 times to $75 billion.
Source:
1:03 p.m.
Feb. 24, 2025
Tech Stocks Fall Sharply After Chinese AI Company Announces Inexpensive Large Language Model
Wall Street's tech superstars tumbled as DeepSeek, a Chinese AI company, announced an inexpensive large language model that threatens to upend the AI industry. Nvidia (NVDA) fell 17.6%, while the Nasdaq composite dropped 3.3%.
Source:
1:03 p.m.
Feb. 24, 2025
Alibaba to Invest $52B in AI and Cloud Over Next Three Years
Alibaba (BABA) announced plans to invest more than $52 billion in artificial intelligence and cloud infrastructure over the next three years. The investment underscores Alibaba's focus on AI-driven growth and its role as a leading global cloud provider.
Source:
CONGRESS TRADE
$AMAT
1:02 p.m.
Feb. 24, 2025
Ashley Moody purchases $100K-$250K in AMAT stock.
Ashley Moody conducts a substantial purchase of AMAT stock with a history of AMAT trading.
Ashley Moody purchased $100,001-$250,000 in AMAT stock on January 27, 2025, continuing a pattern of trading in AMAT, with previous purchases and sales this January. Other Congress members, including John Boozman and Markwayne Mullin, have also recently engaged in AMAT trading.
Source:
Ashley Moody buys $100K-$250K in AMAT shares.
Ashley Moody purchases $100K-$250K in AMAT stock.
Ashley Moody has frequently traded AMAT, purchasing $100,001-$250,000 on multiple occasions and engaging in several small sales of options. Her AMAT trades align with broader Congressional activity, with several members engaging in minor transactions in the stock. Her recent trading resembles a pattern of larger purchases with accompanying smaller sales.
Source:
Sen. Moody sells $100K in AMAT stock options.
Sen. Moody offloads $100,001-$250,000 in AMAT stock options.
Senator Ashley Moody disclosed a sale of AMAT stock options valued between $100,001 and $250,000. The senator's recent trading history includes both purchases and sales in AMAT, reflecting active trading in this stock. Other Congress members, such as Senators Tuberville and Mullin, have also traded in AMAT, indicating considerable interest in this stock among Congress members.
Source:
Ashley Moody purchases up to $250K in AMAT stock.
Ashley Moody purchases Applied Materials stock worth $100,001 - $250,000.
Ashley Moody has repeatedly purchased and traded stocks of Applied Materials (AMAT), indicating a pattern of interest in this company. Her recent trade on January 27, 2025, included purchasing stock valued between $100,001 and $250,000. Previously, she engaged in both purchases and option sales of AMAT, suggesting active management of her investments in this stock.
Source:
Ashley Moody sells up to $100K in OKTA stock.
Ashley Moody sells $50,001 - $100,000 in OKTA stock.
Ashley Moody executed a sale worth between $50,001 and $100,000 in OKTA stock on January 21, 2025, disclosed on February 22, 2025. Recently, Moody has made multiple stock transactions, primarily sales, including NVDA, AMD, and AMAT, indicating a pattern of reducing holdings. She has also recently purchased AMAT and MU stock with considerable amounts, showcasing diverse trading interests. There's no specific committee context related to OKTA trading provided.
Source:
Ashley Moody purchases $50K-100K in Howmet Aerospace Inc stock.
Ashley Moody purchases $50K-100K in HWM stock.
Ashley Moody purchased Howmet Aerospace Inc (HWM) stock valued between $50,001 and $100,000 on January 22, 2025. This continues her activity in HWM, as she also executed a sale of stock options in the same company on the same date. Moody's recent trades include sales of various technology stock options and purchases of stocks like AMAT and MU, also around the same $50,001 to $100,000 range.
Source:
Rep. Ashley Moody buys $50K-$100K in Micron Technology stock.
Rep. Ashley Moody purchases $50K-$100K in Micron Technology stock, continuing her recent activity in technology stocks.
Rep. Ashley Moody made a significant purchase of Micron Technology stock valued between $50,001 and $100,000. This is part of her recent pattern of trading in the technology sector, which includes both purchases and sales such as Nvidia and Advanced Micro Devices. Other recent transactions from Congress in Micron Technology primarily involve purchases and sales by David Perdue, indicating ongoing interest in this sector.
Source:
INSIDER TRADE
$U
1:01 p.m.
Feb. 24, 2025
Director Tomer Bar-Zeev sells $2.1M in stock.
Tomer Bar-Zeev has been actively selling shares, with multiple transactions this quarter.
Director Tomer Bar-Zeev sold 83,333 shares at $25.44 each, totaling $2,119,991.52. He retains 3,398,146 shares. This sale follows a pattern of frequent disposals, with Bar-Zeev having sold shares in several transactions this quarter, including a recent sale of 166,667 shares at $20.99. The company has seen 8 disposed transactions this quarter, with a total of 503,678 shares sold.
Source:
INSIDER TRADE
$LRCX
1:01 p.m.
Feb. 24, 2025
LRCX Senior VP sells $6.7M in stock.
Varadarajan Seshasayee recently sold 74,320 shares, continuing a pattern of disposals.
Varadarajan Seshasayee, Senior Vice President at LRCX, sold 74,320 shares at $90 each, totaling $6,688,800. This transaction follows previous sales, including 5,500 shares in March 2024. In the current quarter, LRCX insiders have disposed of 469,380 shares across 10 transactions, indicating a trend of share disposals among company insiders.
Source:
NEWS
MARKET
9:03 a.m.
Feb. 24, 2025
Tech Sector Outlook for 2025 Remains Strong
Analysts predict another strong year of growth for the tech sector in 2025, with further momentum building in AI adoption. The supportive environment for the tech sector in the United States is expected to drive continued performance, following the strong returns seen in 2024.
Source:
NEWS
TECH
9:03 a.m.
Feb. 24, 2025
Cyber A.I. Group Expands Acquisition Pipeline
Cyber A.I. Group announced a significant expansion of its acquisition pipeline, supporting the company's global buy-and-build strategy. The company is pursuing a proactive approach to rapidly expand operations internationally by acquiring a broad spectrum of IT companies.
Source:
CONGRESS TRADE
$AVGO
9:03 a.m.
Feb. 24, 2025
Rep. McCaul's spouse buys up to $100K in AVGO.
Rep. McCaul's spouse purchases $50,001 - $100,000 in Broadcom Inc. stock.
Rep. Michael McCaul's spouse has disclosed the purchase of Broadcom Inc. stock worth $50,001 to $100,000. The transaction is part of a recent pattern where McCaul's spouse has engaged in both sales and purchases of various stock assets. There are multiple recent Congress trades involving AVGO, with members both buying and selling this stock.
Source:
Rep. McCaul sells $50K-$100K in Charter Communications stock.
Rep. McCaul's spouse sells $50K-$100K in Charter Communications stock.
Rep. Michael McCaul's spouse sold Charter Communications stock valued between $50,001 and $100,000. McCaul has a pattern of active trading, with recent transactions including both purchases and sales of various stocks. Previously, both he and his spouse acquired Charter Communications stock in December 2023. Congressional trading in Charter Communications has been active, with multiple representatives engaging in similar transactions over the last two years.
Source:
Rep. Michael McCaul's spouse sells up to $100K in HUM stock.
Rep. Michael McCaul's spouse sells $50,001-$100,000 in HUM, with previous purchase and sale activities in HUM stock.
Rep. Michael McCaul's spouse recently sold Humana Inc (HUM) stock valued between $50,001 and $100,000. This follows a pattern of both purchases and sales in HUM by his spouse earlier in January 2025 and late 2024, with substantial purchase activity in the same month. Recent market activities also display significant trading of HUM by other members of Congress, including both buys and sells by various individuals.
Source:
Rep. McCaul's spouse sells up to $100K in SHEL stock.
Rep. Michael McCaul's spouse conducts a sale of Shell PLC stock valued at $50,001 - $100,000.
The trade involved Rep. McCaul's spouse selling Shell PLC stock between $50,001 and $100,000. Recently, McCaul's trading activity has seen several sales and purchases across various stocks, including multiple transactions in Shell PLC. In Congress, there has been some activity in Shell stock, with McCaul frequently engaging in both purchasing and selling it over recent years. This indicates a pattern of active trading in SHEL by McCaul's spouse over time.
Source:
Rep. McCaul's spouse buys up to $250K in AJG stock.
Rep. Michael McCaul, representing Texas's 10th district, reported a purchase of Arthur J. Gallagher & Co stock valued between $100,001 and $250,000 by his spouse.
The purchase of AJG by Rep. Michael McCaul's spouse on January 8, 2025, adds to recent activity in AJG by Congress members, most notably Ro Khanna's transactions in 2024 and 2023. McCaul's recent trading pattern includes both sales and purchases across various stocks, including significant trades in major companies like Apple and General Electric. Consistent with these activities, this purchase aligns with an established trend of varied, large-scale trading by McCaul's household.
Source:
CONGRESS TRADE
$HOG
9:03 a.m.
Feb. 24, 2025
Tim Moore buys between $50K-$100K in Harley-Davidson stock.
Rep. Tim Moore purchases $50,001-$100,000 in HOG stock, amidst frequent historical trading of automotive stocks.
Tim Moore has shown consistent engagement with the automotive sector through frequent trading in both Ford and Harley-Davidson stocks. Moore's recent purchase of HOG on January 29, 2025, follows several transactions involving both purchases and sales of HOG within a month, indicating a closely managed portfolio. The disclosed amount for the recent purchase was between $50,001 and $100,000. Congress has noted a pattern of trades in HOG but with no direct committee oversight context provided for Moore.
Source:
Rep. Tim Moore purchases $15K-$50K in Ford Motor Co. stock.
Rep. Tim Moore made a purchase of Ford Motor Co. stock totaling between $15,001 and $50,000.
This transaction is part of a series of trades by Rep. Tim Moore involving Ford Motor Co. throughout January 2025, including other purchases and a sale. The trade pattern shows consistent activity in Ford stocks in early 2025. Other Congress members have also traded in Ford stock, with varying transaction amounts.
Source:
Tim Moore purchases $15K-$50K in Ford stock on January 8, 2025.
Tim Moore purchased $15,001-$50,000 in Ford stock on January 8, 2025, following several trades in the same stock this month.
Tim Moore's recent trades in Ford stock show a pattern; he made several transactions in January 2025, including three purchases and two sales. The recent acquisition on January 8 is part of these ongoing activities. His trading strategy seems to involve both purchasing and selling Ford stock within short periods.
Source:
Rep. Tim Moore invests $15K-$50K in Ford stock amid recent trade flurry.
Rep. Tim Moore purchases $15K-$50K in Ford shares after a series of trades in automotive-related and small-cap funds.
Rep. Tim Moore made a purchase of Ford stock valued between $15,001 and $50,000 on January 8, 2025. This follows a series of trades involving Ford and other stocks within the same month, indicating active trading behavior. Moore's recent trading pattern includes multiple transactions in Ford, alongside fluctuations in small-cap fund holdings, demonstrating an active trading strategy. Other Congress members, like Ro Khanna, have shown interest in Ford with smaller scale, varied trades. No specific committee relevance to the trade is noted.
Source:
Tim Moore sells $250K-$500K in TNA.
Tim Moore conducted a large sale of TNA, a Direxion small cap ETF.
Tim Moore reported a recent sale of the Direxion Daily Small Cap Bull 3X ETF (TNA) worth between $250,001 - $500,000. This follows a pattern of trading TNA with multiple purchases and sales disclosed in early 2025, reflecting active engagement with this ETF. No further details are available on any pertinent committee assignments.
Source:
Tim Moore purchases $50K-$100K in Ford Motor Co.
Rep. Tim Moore purchases $50K-$100K in Ford Motor Co. but no committee oversight context available.
Rep. Tim Moore executed a purchase of Ford Motor Co. shares valued between $50,001 and $100,000. His recent trading activity includes multiple transactions in Ford, with both purchases and sales throughout January 2025. Moore's trading pattern reflects significant interest in Ford, aligning with recent trades by other Congress members in Ford Motor Co. However, there's no direct indication of relevant committee oversight in Moore's trade context.
Source:
Tim Moore sells up to $500K in HOG stock.
Rep. Tim Moore sold up to $500,000 in Harley-Davidson (HOG) stock.
Tim Moore sold a substantial amount in Harley-Davidson (HOG) stock, in line with his active trading pattern in this stock. Moore's previous transactions in January 2025 include multiple buys and sells of HOG, suggesting frequent trading activity. Other members of Congress have also shown interest in HOG, with recent transactions by Ro Khanna and Gilbert Cisneros, indicating broader congressional engagement with this stock.
Source:
Rep. Tim Moore sells $100K to $250K in Harley-Davidson stock.
Rep. Tim Moore sells $100K to $250K in Harley-Davidson stock without committee context.
Rep. Tim Moore sold between $100,001 and $250,000 in Harley-Davidson Inc (HOG) stock. This transaction is part of a series of trades involving HOG, including multiple purchases and sales within January 2025. Recent Congress trading in HOG also shows Moore's high activity, with no significant committee oversight details impacting these trades. Other Congress members like Ro Khanna and Gilbert Cisneros have also traded in HOG previously, but their trades were of smaller amounts.
Source:
Rep. Tim Moore purchases $250K - $500K in TNA ETF.
Rep. Tim Moore makes a $250K - $500K investment in TNA, continuing his active trading in this ETF.
On January 13, 2025, Rep. Tim Moore made a purchase of between $250,001 and $500,000 in the Direxion Daily Small Cap Bull 3X ETF (TNA). Moore has an active trading pattern in TNA, with multiple transactions in January 2025, including previous smaller purchases and sales ranging between $50,001 and $500,000. This trade is part of a series of transactions showing frequent trading by Moore in leveraged ETFs within a short timeframe.
Source:
CONGRESS TRADE
$SMAR
9:03 a.m.
Feb. 24, 2025
Rep. Wied sells $100K-$250K in SMAR stock.
Rep. Tony Wied sells $100K-$250K in SMAR stock.
Rep. Tony Wied sold SMAR stock valued between $100,001 and $250,000. His sale is a continuation of his trading activity with SMAR, as seen in recent disclosures. Previous notable trades in SMAR by other members include Rep. Ro Khanna, who has both bought and sold this stock in smaller amounts in 2022.
Source:
CONGRESS TRADE
$U.S Treasury Bills
9:03 a.m.
Feb. 24, 2025
Rep. Peters' spouse sells up to $500K in U.S Treasury Bills.
Rep. Peters' spouse sells up to $500K in U.S Treasury Bills.
Scott H. Peters, representing CA50, disclosed his spouse's partial sale of U.S Treasury Bills valued between $250,001 - $500,000 on February 18, 2025. The trade is part of a broader pattern of frequent transactions in U.S Treasury Bills by his spouse, including high-value purchases and sales consistent over time. No specific committee oversight information is referenced.
Source:
CONGRESS TRADE
$LLY
9:02 a.m.
Feb. 24, 2025
Sen. Wyden's spouse buys $50K-$100K in LLY stock.
Sen. Ron Wyden's spouse purchases $50,001-$100,000 in Eli Lilly (LLY) stock.
On January 22, 2025, Sen. Ron Wyden's spouse purchased LLY stock valued between $50,001 and $100,000. The transaction is part of a recent pattern where the spouse also sold LLY stock in February 2025, after being acquired by an independent broker. Wyden's spouse has a diverse trading history including sales in other securities like iRobot and Solventum. Recent trends in Congress show other members, including Sheldon Whitehouse and Tommy Tuberville, also trading LLY stock.
Source:
Sen. Wyden's spouse sells $50K-$100K LLY shares after broker purchase.
Sen. Ron Wyden's spouse sells $50K-$100K LLY stock following an unrequested broker purchase.
Sen. Ron Wyden's spouse conducted a full sale of Eli Lilly (LLY) shares valued between $50,001 and $100,000 after discovering the shares were purchased without her knowledge by a broker. This recent activity in LLY follows a purchase of the same amount on January 22, 2025. Sen. Wyden's trading activities have recently also involved full sales in IRBT and SOLV within the same timeframe, and past trades across various industries.
Source:
INSIDER TRADE
$PM
9:01 a.m.
Feb. 24, 2025
PM CEO Jacek Olczak sells $5.95M in stock.
CEO Jacek Olczak's recent sale follows a pattern of insider sales at PM this quarter.
Jacek Olczak, CEO of PM, sold 40,000 shares at $148.87 each, totaling $5,954,800. This transaction is part of a series of insider sales at PM, with Olczak previously selling 45,000 shares in February 2023. In the current quarter, PM insiders have disposed of 211,556 shares across 21 transactions, while acquiring 398,884 shares in 23 transactions, indicating a higher volume of acquisitions compared to disposals.
Source:
NEWS
AI
10:01 p.m.
Feb. 23, 2025
AI-Designed Chips and Animal Emotion Interpretation Among Latest Developments
Recent AI advancements include AI-designed chips for improved processing efficiency and AI systems capable of interpreting animal emotions. These developments, along with AI-narrated books on Spotify, highlight the rapid integration of AI across various sectors.
Source:
NEWS
AI
10:01 p.m.
Feb. 23, 2025
Trump Administration's AI Executive Order Impacts Tech Landscape
President Trump's Executive Order 14179 on 'Removing Barriers to American Leadership in Artificial Intelligence' establishes a new U.S. policy to enhance global AI dominance. The order directs key officials to develop an AI action plan and review previous AI-related policies.
Source:
Soundhound AI Stock Plunges After Nvidia-Related Sell-off
Soundhound AI (SOUN) stock has fallen approximately 55% from its peak in late December, with a recent 30% drop attributed to Nvidia-related news. The decline follows a previous 883% surge last year, raising questions about the stock's current buy potential.
Source:
NEWS
AI
10:01 p.m.
Feb. 23, 2025
xAI Accelerates AI Data Center Growth
Elon Musk's xAI has tripled the growth rate of AI data center compute, increasing from 5X to over 15X annually. The company aims to achieve an 11X increase in compute for Grok 3 training by mid-2025, with plans for a Grok 4 release around August 2025.
Source:
Nvidia's Earnings Report This Week a Key Test for AI Bulls
Nvidia (NVDA) is set to report Q4 earnings on Wednesday, marking a crucial moment for AI investors. The results will offer insights into Nvidia's new Blackwell chip architecture and address concerns over production issues. Analysts view this as the 'next important test for AI bulls' amid recent market volatility caused by DeepSeek's AI advancements.
Source:
CONGRESS TRADE
$NVDA
5:01 p.m.
Feb. 23, 2025
Rep. McCaul's spouse buys $15K-$50K in NVDA stock.
Rep. Michael McCaul's spouse purchased between $15,001 and $50,000 of NVDA stock.
Rep. Michael McCaul's spouse acquired NVDA stock valued between $15,001 and $50,000. This purchase follows a recent pattern of activity including several purchases and sales of various stocks. In contrast to McCaul's purchase, other Congress members have both bought and sold NVDA, with notable activity by Nancy Pelosi's spouse involving significant investments.
Source:
1:03 p.m.
Feb. 23, 2025
Nvidia's Earnings Report Amid AI Spending Uncertainty
Nvidia's scheduled earnings report on Wednesday comes amid uncertainty about the outlook for AI spending. This will be Nvidia's first report since China's DeepSeek sent the tech stock reeling, raising questions about future AI development costs.
Source:
1:03 p.m.
Feb. 23, 2025
Nvidia's Market Valuation Plummets Amid AI Competition
Nvidia experienced a significant decline in market valuation, losing nearly $600 billion following the emergence of DeepSeek's competitive AI model. This event marked the largest one-day loss in market capitalization for a U.S. company in history, prompting discussions about the evolving dynamics of the AI industry.
Source:
CONGRESS TRADE
$HOG
1:02 p.m.
Feb. 23, 2025
Rep. Tim Moore executes a $50-100K purchase of Harley-Davidson stock.
Rep. Tim Moore purchases $50-100K in Harley-Davidson, with a history of trading this stock.
Rep. Tim Moore has purchased Harley-Davidson stock valued between $50,001 and $100,000. This follows a recent series of trades in Harley-Davidson stocks, totaling significant activity in January 2025, including multiple sales and purchases. Moore's trading pattern shows frequent transactions in HOG and Ford motor stocks in January 2025. Congress has also seen recent activity in HOG stock with transactions by other members since 2023.
Source:
Tim Moore buys $15K-$50K in HOG stock.
Rep. Tim Moore purchases Harley-Davidson stock for $15K-$50K.
Representative Tim Moore made a purchase of Harley-Davidson Inc (HOG) stock valued between $15,001 and $50,000. This is part of a series of transactions involving HOG, including multiple purchases and sales throughout January 2025, indicating active trading in this stock. Moore's trading activity also includes significant transactions in Ford Motor Co, suggesting a focus on automotive stocks. There's no specific mention of committee oversight related to these stocks.
Source:
Rep. Tim Moore buys up to $100K in Harley-Davidson stock.
Rep. Tim Moore purchases up to $100K in HOG stock after a recent pattern of activity in the same stock.
Rep. Tim Moore recently purchased stocks in Harley-Davidson (HOG) for an amount between $50,001 and $100,000 on January 29, 2025, shortly after another purchase on January 24, 2025, and multiple trades earlier in the month. His trading activity reflects a significant focus on Harley-Davidson, with both purchases and sales recorded throughout January 2025. No relevant committee assignments are available for this analysis.
Source:
Rep. Tim Moore purchases $15K-$50K in Harley-Davidson stock.
Rep. Tim Moore purchases $15K-$50K in Harley-Davidson stock amid active trading in automotive sector.
Rep. Tim Moore's recent activity includes a purchase of Harley-Davidson stock valued between $15,001 and $50,000. His trading pattern in January 2025 shows multiple transactions in both Harley-Davidson (HOG) and Ford (F), with purchases and sales in similar value ranges. This continues a pattern of active trading within the automotive sector, focusing on similar value ranges across different stocks.
Source:
Rep. Tim Moore purchases up to $100K in Harley-Davidson stock in January 2025.
Rep. Tim Moore acquires $50K-$100K in Harley-Davidson stock, increasing his recent activity in this stock.
Rep. Tim Moore executed a purchase of Harley-Davidson stock worth between $50,001 and $100,000 on January 29, 2025. This is part of a series of trades made in January, with multiple buys and sales involving Harley-Davidson shares, indicating an active engagement in this stock. His trading activity in January involves substantial amounts, including purchases and sales nearing $250,000 to $500,000 in Harley-Davidson stock. This pattern shows Rep. Moore's focus on automotive stocks, with similar trading seen in Ford Motor Co.
Source:
Tim Moore buys $50K-$100K in Ford shares.
Rep. Tim Moore purchases $50K-$100K of Ford stock.
Tim Moore has a history of trading Ford shares, with recent activity including multiple purchases and sales within January 2025, reflecting consistent trading in Ford stocks. This recent purchase adds to his pattern of involvement with the automotive sector, although no specific committee oversight information is mentioned related to Ford.
Source:
Tim Moore purchases $15,001 - $50,000 in Ford stock.
Tim Moore buys Ford stock in recent multiple transactions.
In early 2025, Tim Moore engaged in several transactions involving Ford stock, including a purchase on January 8, 2025, for $15,001 - $50,000. This follows a pattern of both buying and selling Ford stock during the same period, as he made additional purchases and sales in various amounts. Multiple members of Congress, including Ro Khanna and Daniel Goldman, have also traded Ford stock recently, indicating broader interest within Congress in this asset.
Source:
Rep. Tim Moore purchases $15K-$50K in Ford Motor Co stock.
Rep. Tim Moore purchases $15K-$50K in Ford Motor Co stock after a recent sale of the same stock.
Rep. Tim Moore executed a purchase of Ford Motor Co stock ranging between $15,001 and $50,000. This follows closely on the heels of a previous sale of the same stock valued between $100,001 and $250,000 earlier in January. Moore has been active with multiple transactions in Ford stock this month, reflecting a mix of sales and purchases within similar value ranges. Recent congress trading in Ford includes both purchases and sales by several other members, but Moore's activity this January stands out by volume and frequency.
Source:
Rep. Tim Moore purchases $15K-$50K in Ford stock.
Rep. Tim Moore purchases $15K-$50K in Ford stock; significant trading activity in Ford recently.
Rep. Tim Moore made a purchase of Ford Motor Co stock valued between $15,001 and $50,000. Moore's trading activity in Ford includes multiple transactions in January 2025, with recent purchases on January 3 and 6, and a sale on January 7. Congress members have shown interest in Ford stock with numerous transactions from various members, including repeated trades by Rep. Ro Khanna.
Source:
Rep. Tim Moore sells up to $100K in Ford stock.
Rep. Tim Moore sells $50,001 - $100,000 in Ford stock, continuing recent multiple transactions in F.
Rep. Tim Moore executed a sale of Ford Motor Co stock valued between $50,001 and $100,000. This transaction follows a series of trades involving Ford stock in the same reporting period, including both purchases and sales. These transactions highlight an active trading period for Moore in Ford stocks within January 2025.
Source:
Tim Moore sells up to $500K in Harley-Davidson stock.
Rep. Tim Moore sells $250K-$500K in HOG without noted committee ties.
Tim Moore's recent trade involves the sale of Harley-Davidson stock valued between $250,001 and $500,000 on January 7, 2025. Moore has an active trading history in both Harley-Davidson and Ford stocks within January 2025, with this being one of several transactions in Harley-Davidson stock. No additional oversight committees related to Harley-Davidson are disclosed for Moore.
Source:
Rep. Tim Moore sells $100K-$250K in Harley-Davidson stock.
Rep. Tim Moore sells $100K-$250K in Harley-Davidson stock, continuing a pattern of transactions in this stock.
Rep. Tim Moore sold Harley-Davidson (HOG) stock valued between $100,001 and $250,000. Moore has an active trading history with Harley-Davidson, recently alternating between purchases and sales in January 2025. This sale is part of a larger pattern of significant trading in Harley-Davidson stock by Moore, as reflected in repeated transactions throughout the month.
Source:
Tim Moore executes a significant sale of Ford stock.
Tim Moore sold $100K-$250K in Ford stock; no committee context provided.
Tim Moore has recently engaged in multiple transactions in Ford stock, both buying and selling significant amounts within January 2025. This sale is part of an ongoing trading pattern where he previously purchased shares earlier in the month, followed by sales. The recent trades across Congress include various members trading in Ford, but Moore's activities are among the larger transactions in volume.
Source:
CONGRESS TRADE
$ATH
1:02 p.m.
Feb. 23, 2025
Dave McCormick purchases up to $500K in Athene Holding Ltd stock.
Dave McCormick disclosed a purchase of Athene Holding Ltd between $250,001 and $500,000.
Dave McCormick's recent trade on January 16, 2025, involved buying between $250,001 and $500,000 of Athene Holding Ltd stock. This transaction is part of a series of recent purchases in January including stocks like Occidental Petroleum Corp, ARES Capital Corporation, McDonald's Corp, Phillips 66, and The Carlyle Group Inc, each also ranging from $250,001 to $500,000. McCormick's activity this month involves notable transactions across multiple sectors, with this being the only recent trade in Athene Holding Ltd.
Source:
Dave McCormick buys $250K-$500K in Carlyle Group shares.
Dave McCormick purchases sizeable shares in Carlyle Group; relevant committees not specified.
Dave McCormick has purchased $250,001 to $500,000 in shares of The Carlyle Group. This trade aligns with his recent pattern of engaging in significant purchases across different sectors. There are no other recent comparable trades in CG by other Congress members, but McCormick has actively traded in other assets during January 2025. There is no specific committee oversight information provided in relation to Carlyle Group.
Source:
CONGRESS TRADE
$AMAT
1:02 p.m.
Feb. 23, 2025
Sen. Ashley Moody purchases $100K-$250K in AMAT.
Sen. Ashley Moody purchased $100K-$250K in Applied Materials stock.
Sen. Ashley Moody disclosed a purchase of Applied Materials (AMAT) stock valued between $100,001 and $250,000 on January 22, 2025. This expands her trading activity in the technology sector, including similar value purchases of Howmet Aerospace and Micron Technology, while also executing a full sale of Okta shares in January 2025. Recent Congressional activity in AMAT includes mixed trading actions; Sen. Markwayne Mullin made several purchases, while Sen. John Boozman executed sales, indicating varied sentiment towards the stock within Congress.
Source:
Ashley Moody purchases $50K-$100K MU shares, adding to tech investments.
Ashley Moody buys $50K-$100K in Micron Technology, expanding her tech-focused portfolio.
Ashley Moody recently bought Micron Technology (MU) stock valued between $50,001 and $100,000. This purchase follows a sale of MU stock options earlier on the same day, indicating a strategic shift in her holdings. Moody has been actively trading in tech stocks, with recent transactions in NVIDIA, OKTA, and Applied Materials, reflecting a focus on technology sector investments.
Source:
Ashley Moody purchases $100K-$250K in AMAT stock.
Ashley Moody's purchase of Applied Materials stock does not have committee oversight context available.
Ashley Moody purchased between $100,001 and $250,000 of Applied Materials (AMAT) stock. Her recent trading includes multiple transactions in AMAT, with prior purchases of similar amounts. Other congressional trades in AMAT show both buys and sells by different members such as John Boozman and Markwayne Mullin, indicating AMAT is actively traded among Congress members.
Source:
Ashley Moody sells $50K-$100K in OKTA stock.
Ashley Moody sells $50,001 - $100,000 worth of OKTA stock.
Ashley Moody recently sold between $50,001 and $100,000 of OKTA stock. This sale is part of a pattern of multiple transactions in January 2025, including sales of other stocks and stock options such as CCL, MU, and AMAT. Recent Congress trading in OKTA includes only Moody's transactions.
Source:
Ashley Moody purchases $50K-$100K in HWM stock.
Ashley Moody purchases $50K-$100K in HWM stock concurrent with sale of HWM options.
Ashley Moody purchased $50,001 to $100,000 in Howmet Aerospace Inc (HWM) stock on January 22, 2025. This transaction was reported on February 22, 2025. Prior to this, Moody sold HWM stock options valued at $1,001 to $15,000 on the same day. Her recent trading history includes both purchases and sales of various stocks and stock options, totaling several transactions within January 2025. No specific congressional oversight context is noted for HWM.
Source:
Ashley Moody purchases $50K-$100K in HWM stock.
Ashley Moody purchases $50K-$100K in Howmet Aerospace (HWM) stock.
Ashley Moody purchased Howmet Aerospace Inc. (HWM) stock valued between $50,001 and $100,000. Recent activity shows she also sold smaller amounts of HWM stock on the same day. Her trading pattern includes both purchases and sales across various tech and aerospace stocks, such as Micron Technology and Applied Materials. Additionally, there has been no significant recent trading in HWM by other Congress members.
Source:
INSIDER TRADE
$CWAN
1:01 p.m.
Feb. 23, 2025
CWAN CEO Sandeep Sahai acquires 268,610 shares at $0.00.
CEO Sandeep Sahai's recent activity includes multiple sales, with the latest acquisition being exempt and priced at $0.00.
Sandeep Sahai, CEO of CWAN, acquired 268,610 shares in a transaction marked as M-Exempt, with no monetary value assigned. This follows a series of sales in February 2025, where Sahai disposed of over 200,000 shares at approximately $30.07 each. In the current quarter, CWAN has seen 36 acquired transactions totaling 2,796,065 shares and 52 disposed transactions totaling 2,088,699 shares, indicating a higher volume of acquisitions.
Source:
CONGRESS TRADE
$MSFT
9:01 a.m.
Feb. 23, 2025
Sen. Tuberville sells up to $50K in MSFT stock.
Sen. Tuberville (AL) sells MSFT stock valued up to $50,000 in January 2025.
Sen. Tommy Tuberville reported the sale of Microsoft stock valued between $15,001 and $50,000 on January 10, 2025. This transaction adds to Tuberville's recent pattern of divestment from technology stocks, including multiple sales of Microsoft shares throughout 2024 and early 2025. His activity continues amid ongoing Microsoft transactions by other Congress members, notably involving Senator Shelley Moore Capito.
Source:
Sen. Tuberville sells $15K-$50K in AAPL stock.
Sen. Tommy Tuberville sells up to $50K in AAPL; regular seller, no noted committee oversight.
Senator Tommy Tuberville reported a joint sale of Apple Inc (AAPL) stock valued between $15,001 and $50,000 on January 10, 2025. Tuberville has consistently sold stocks in this company, with multiple transactions in AAPL over the past year. There is no direct oversight association noted between Tuberville's committee memberships and Apple Inc's industrial domain.
Source:
INSIDER TRADE
$LRCX
9:01 a.m.
Feb. 23, 2025
LRCX Senior VP sells $6.7M in stock.
Varadarajan Seshasayee recently sold 74,320 shares, maintaining 179,084 shares.
Varadarajan Seshasayee, Senior Vice President at LRCX, sold 74,320 shares at $90 each, totaling $6,688,800. This transaction leaves him with 179,084 shares. In the current quarter, LRCX has seen 10 disposed transactions totaling 469,380 shares, indicating a trend of share sales among insiders.
Source:
INSIDER TRADE
$U
9:01 a.m.
Feb. 23, 2025
Director Tomer Bar-Zeev sells $2.1M in stock.
Tomer Bar-Zeev has been actively selling shares, with multiple transactions this quarter.
Director Tomer Bar-Zeev sold 83,333 shares at $25.44 each, totaling $2,119,991.52. He retains 3,398,146 shares. This sale follows a pattern of frequent disposals, with Bar-Zeev having sold shares in multiple transactions this quarter. In the current quarter, the company has recorded 8 disposed transactions totaling 503,678 shares, indicating a trend of share disposals among insiders.
Source:
10:03 p.m.
Feb. 22, 2025
Microsoft Enhances Visual Studio with GitHub Copilot Code Referencing
Microsoft has announced that Visual Studio now supports code referencing for GitHub Copilot completions. This new feature enables developers to better understand and utilize AI-generated code suggestions.
Source:
10:03 p.m.
Feb. 22, 2025
Alphabet Commits $75 Billion to AI Infrastructure in 2025
Alphabet Inc. announced plans to invest $75 billion in AI infrastructure in 2025, a significant increase from the previous year's $52.5 billion. The company also reported solid revenue growth driven by Google Services, Cloud, and Search.
Source:
CONGRESS TRADE
$LLY
10:02 p.m.
Feb. 22, 2025
Sen. Wyden's spouse sells $50K-100K in LLY stock.
Sen. Wyden's spouse sold $50,001 - $100,000 in Eli Lilly (LLY) stock.
The trade involved the sale of LLY stock valued between $50,001 and $100,000 by Sen. Ron Wyden's spouse. Previously, on the same day, a similar sale occurred after an independent broker bought shares without knowledge. This follows a purchase in January 2025 of an equal amount. Recent trading history shows active transactions in LLY, reflecting a back and forth in buying and selling by various senators.
Source:
Sen. Wyden's spouse buys up to $100K in LLY stock.
Sen. Ron Wyden's spouse purchased LLY stock valued up to $100K.
Sen. Wyden's spouse recently purchased LLY stock valued between $50,001 and $100,000. This trade is part of a recent pattern involving similar transactions, with a purchase of the same stock a month earlier and a subsequent sale. The trade follows a trend among Congress members, including previous transactions by Sen. Whitehouse and Sen. Tuberville in the past year.
Source:
Sen. Wyden's spouse sells $50K-$100K LLY stock after unauthorized purchase.
Sen. Ron Wyden's spouse sold Eli Lilly (LLY) stock worth $50,001-$100,000 after an unauthorized purchase by her broker.
Sen. Ron Wyden (D-OR), chair of the Senate Finance Committee, disclosed a full sale of Eli Lilly stock valued between $50,001 and $100,000 by his spouse. This sale followed a prior purchase of the same stock within the same timeframe, reportedly made by her broker without her consent, prompting the full divestment. Wyden's recent trading activity shows transactions involving Eli Lilly stock. There is no notable overall trend in Congress trading of Eli Lilly, but several members have engaged in buying or selling transactions in recent months.
Source:
INSIDER TRADE
$CWAN
10:01 p.m.
Feb. 22, 2025
CWAN CTO Souvik Das sells $200,962.49 in stock.
Souvik Das, CTO, has been actively selling shares, with recent sales totaling 6,683 shares.
Souvik Das, Chief Technology Officer of CWAN, sold 6,683 shares at $30.0707 each, totaling $200,962.49. This transaction follows a pattern of recent sales by Das, who previously sold 13,364 and 53,455 shares. In the current quarter, CWAN has seen 52 disposed transactions totaling 2,088,699 shares, indicating a trend of insider selling.
Source:
INSIDER TRADE
$CWAN
10:01 p.m.
Feb. 22, 2025
CWAN: Sethi Subi S-Sale $1,544,731.86 total in 2 trades
Multiple trades executed today totaling 2 transactions
Details:
- S-Sale 19,758.0 shares at $30.0707
- S-Sale 31,612.0 shares at $30.0707
Source:
INSIDER TRADE
$CWAN
10:01 p.m.
Feb. 22, 2025
CWAN: Sahai Sandeep S-Sale $6,576,071.17 total in 3 trades
Multiple trades executed today totaling 3 transactions
Details:
- S-Sale 31,748.0 shares at $30.0707
- S-Sale 59,415.0 shares at $30.0707
- S-Sale 127,524.0 shares at $30.0707
Source:
CONGRESS TRADE
$HUM
5:03 p.m.
Feb. 22, 2025
Rep. McCaul's spouse purchases up to $250K in HUM shares.
Rep. McCaul's spouse purchases $100,001-$250,000 in HUM shares, a move notable given McCaul's repeated trading in the healthcare sector.
Rep. Michael McCaul's spouse purchased Humana Inc (HUM) stock valued between $100,001 and $250,000. This follows a recent pattern where McCaul's spouse has both bought and sold HUM stock over the past months, reflecting active participation in the healthcare sector. The latest transaction includes a previous HUM sale (January 9) and smaller purchase (January 15) by McCaul's spouse. McCaul's trading history shows consistent engagement in this stock, potentially making it a significant focus within his family's investment strategy.
Source:
Rep. McCaul's spouse sells $50K-$100K in Workday stock.
Rep. Michael McCaul's spouse sold between $50,001 and $100,000 of Workday Inc stock.
Rep. McCaul disclosed a sale of Workday Inc stock valued between $50,001 and $100,000 by his spouse. This transaction was part of a broader trend of McCaul's spouse selling various stocks, including Amazon, UnitedHealth, and Humana, around the same timeframe. Historically, McCaul's financial disclosures show ongoing trading activity in Workday, with several purchases in the year 2024 followed by sales later in the year and into 2025.
Source:
Rep. McCaul's spouse sells up to $100K in UNH stock.
Rep. Michael McCaul's spouse sold $50,001-$100,000 in UnitedHealth Group (UNH) stock.
Rep. Michael McCaul's spouse sold UNH stock worth $50,001 to $100,000 on January 9, 2025. This sale is part of a broader pattern of trading in various stocks by McCaul's spouse, involving both purchases and sales across different industries. In recent months, Rep. McCaul's spouse also executed trades in HUM, CVS, ANET, and other stocks. Additionally, Congress has seen various trades in UNH, including multiple transactions by McCaul and others like Rep. Gil Cisneros and Rep. Rick Larsen. There is no specific committee overlap or insider context noted with this trade.
Source:
Rep. Michael McCaul's spouse sells $50K in CMCSA stock.
Rep. Michael McCaul's spouse sold $50,001 - $100,000 in CMCSA.
Rep. Michael McCaul's spouse sold between $50,001 and $100,000 of Comcast Corp stock on January 9, 2025. This sale follows a pattern of McCaul's recent activity where multiple sales of various stocks have been disclosed. McCaul's spouse previously sold shares of CMCSA in December 2024 and October 2023, showing continued divestment from Comcast. CMCSA has seen recent congressional trading activity with sales by Rep. Larsen and purchases by Rep. Shreve, among others.
Source:
CONGRESS TRADE
$HOG
5:03 p.m.
Feb. 22, 2025
Tim Moore sells $100K-$250K in Harley-Davidson stock.
Rep. Tim Moore sells Harley-Davidson stock valued at $100,001 - $250,000.
On January 16, 2025, Rep. Tim Moore executed a sale of Harley-Davidson stock worth between $100,001 and $250,000. This sale follows other transactions in Harley-Davidson earlier in January, indicating active trading in this stock by Moore, with both purchases and sales recorded. This trade is part of a broader pattern as Moore has engaged significantly with stocks like Ford as well, showing frequent trading activities in the automotive sector.
Source:
Rep. Tim Moore sells up to $500K worth of Harley-Davidson stock.
Rep. Tim Moore executed a significant Harley-Davidson stock sale between $250,001 and $500,000.
Rep. Tim Moore sold Harley-Davidson stock valued between $250,001 and $500,000 on January 7, 2025. This follows multiple transactions in Harley-Davidson stocks throughout January, including purchases and sales, indicating an active trading pattern. No relevant committee oversight information for Moore in relation to Harley-Davidson was provided in the trade details.
Source:
Rep. Tim Moore sells up to $250K in Ford Motor Co stock.
Rep. Tim Moore conducts a significant sale of Ford stock worth up to $250,000.
Rep. Tim Moore sold Ford Motor Co stock valued between $100,001 and $250,000 on January 7, 2025. This sale follows a series of trades in Ford stock earlier in January 2025, including multiple purchases. Moore's recent trading pattern shows active engagement in Ford stock, reflecting a mix of purchases and high-value sales within a short period. There is no indication of committee oversight relevant to this trade.
Source:
INSIDER TRADE
$PM
5:02 p.m.
Feb. 22, 2025
Chairman Andre Calantzopoulos sells $6M in stock.
Andre Calantzopoulos, Chairman, recently sold 40,643 shares, following a pattern of insider sales this quarter.
Andre Calantzopoulos, Chairman, sold 40,643 shares at $149.06 each, totaling $6,058,245.58. He now owns 561,349 shares. This sale is part of a broader trend of insider sales, with 21 disposed transactions this quarter totaling 211,556 shares. Calantzopoulos has been actively selling shares, with previous sales of 101,918 shares in October 2024 and 95,000 shares in February 2024. The current quarter shows a pattern of insider sales, with multiple executives disposing of shares.
Source:
INSIDER TRADE
$PM
5:02 p.m.
Feb. 22, 2025
PM CFO Emmanuel Babeau sells $4.47M in stock.
Emmanuel Babeau, CFO, recently sold 30,000 shares, following a pattern of insider sales in February.
Emmanuel Babeau, the Chief Financial Officer, sold 30,000 shares of PM at $148.85 each, totaling $4,465,500. This transaction leaves him with 139,105 shares. This sale is part of a series of insider sales on February 20, 2025, including other executives like CEO Jacek Olczak and Chairman Andre Calantzopoulos. In the current quarter, PM has seen 21 disposed transactions totaling 211,556 shares, indicating a trend of insider selling.
Source:
INSIDER TRADE
$CWAN
5:02 p.m.
Feb. 22, 2025
CFO James Cox sells $1.65M in CWAN stock.
CFO James Cox has been actively selling shares, with multiple transactions in recent months.
James S. Cox, the CFO of CWAN, sold 55,001 shares at $30.0707 each, totaling $1,653,918.57. He now owns 355,745 shares. Recent activity shows Cox has been consistently selling shares, with several transactions in the past months. In the current quarter, CWAN has seen 52 disposed transactions totaling 2,088,699 shares, indicating a trend of insider selling.
Source:
INSIDER TRADE
$CWAN
5:02 p.m.
Feb. 22, 2025
CWAN: Erickson Scott Stanley S-Sale $2,023,728.04 total in 2 trades
Multiple trades executed today totaling 2 transactions
Details:
- S-Sale 22,516.0 shares at $30.0707
- S-Sale 44,783.0 shares at $30.0707
Source:
Palantir and Super Micro Computer Face Bearish Analyst Forecasts
Wall Street analysts have set target prices for Palantir Technologies and Super Micro Computer that imply substantial downside. Jefferies forecasts a 62% downside for Palantir, while Susquehanna predicts a 74% drop for Super Micro Computer.
Source:
Arista Networks Shares Slump Despite Upbeat AI-Fueled Outlook
Arista Networks shares dropped despite the company reporting solid Q4 results and increasing its full-year 2025 guidance. The company forecasts revenue to grow by 17% to around $8.2 billion, with AI revenue expected to be around $1.5 billion.
Source:
US Stocks at 'Serious Risk,' Warns Strategist Who Called Tech Bubble
Albert Edwards, a renowned market strategist, warns that declining analyst optimism for US tech stocks could mean trouble for the market. He notes that tech-stock capitalization now exceeds dot-com bubble levels, leaving the market vulnerable.
Source:
9:03 a.m.
Feb. 22, 2025
Microsoft Claims Quantum Computing Breakthrough
Microsoft has reported a significant breakthrough in quantum computing technology, potentially accelerating the development of practical quantum computers. This advancement could have far-reaching implications for AI and computational capabilities across various industries.
Source:
NEWS
AI
9:03 a.m.
Feb. 22, 2025
Harbour BioMed and Insilico Medicine Partner for AI-Driven Antibody Discovery
Harbour BioMed and Insilico Medicine have entered a strategic collaboration to advance AI-driven antibody discovery and development. This partnership aims to leverage artificial intelligence in the field of biotechnology and pharmaceutical research.
Source:
9:03 a.m.
Feb. 22, 2025
YouTube Enhances Shorts with AI-Generated Video Clips
YouTube has introduced new generative AI features for its Shorts platform, allowing creators to generate video clips using text prompts. Powered by Google DeepMind's Veo 2 model, this update enables users to create standalone video content or enhance existing Shorts with AI-generated visuals.
Source:
Dow Has Worst Week Since 2025 Began as UnitedHealth Tumbles
The Dow Jones Industrial Average fell 0.8% in early trading, with UnitedHealth Group (UNH) shares plunging 9% following reports of a DOJ investigation into its Medicare billing practices. The S&P 500 and Nasdaq also declined, with major tech stocks like Apple (AAPL), Nvidia (NVDA), and Amazon (AMZN) moving lower.
Source:
CONGRESS TRADE
$SMAR
9:03 a.m.
Feb. 22, 2025
Rep. Tony Wied sells up to $250K in SMAR stock.
Rep. Tony Wied sells stock in SMAR valued at $100,001 - $250,000 with no known committee oversight of SMAR.
Rep. Tony Wied disclosed a sale of SMAR stock valued between $100,001 and $250,000 on January 23, 2025. His recent trading activity includes only this transaction in SMAR. Other notable trades in SMAR involved Rep. Ro Khanna, whose spouse executed multiple trades in 2022, both buying and selling smaller amounts of this stock.
Source:
CONGRESS TRADE
$AMZN
9:03 a.m.
Feb. 22, 2025
Rep. Thomas H. Kean buys $1,001-$15,000 in AMZN.
Rep. Thomas H. Kean acquires $1,001-$15,000 in Amazon stock.
Rep. Thomas H. Kean, representing New Jersey's 7th District, purchased Amazon stock valued between $1,001 and $15,000 on January 16, 2025. This acquisition is part of a pattern of trading significant tech stocks, as seen in previous purchases of Microsoft and CCK. Recently, other Congress members, including Rep. Greene and Rep. Pelosi's spouse, have shown interest in AMZN, highlighting continued legislative interest in Amazon stock.
Source:
Rep. Kean purchases up to $15K in MSFT stock.
Rep. Kean purchases Microsoft stock ranging from $1,001 to $15,000. Recent trades show consistent activity but provide no specific committee oversight for Microsoft.
Rep. Thomas H. Kean of NJ07 disclosed a purchase of Microsoft (MSFT) stock valued between $1,001 and $15,000 on January 31, 2025. This purchase is part of a series of trades by Rep. Kean, who has shown a variety of stock activities, including several tech-related trades. Recent Congress trading in MSFT shows activities from other members, including purchases by Marjorie Taylor Greene and sales by Michael McCaul. The trading amounts are modest compared to the larger transactions noted in Congress, indicating ongoing interest in MSFT.
Source:
CONGRESS TRADE
$ATH
9:03 a.m.
Feb. 22, 2025
Dave McCormick buys up to $500K in Athene Holding Ltd.
Dave McCormick purchases $250K-$500K in Athene Holding Ltd.
Dave McCormick recently purchased between $250,001 and $500,000 worth of Athene Holding Ltd stock. This is part of a series of transactions where he has been actively trading in different sectors, including energy and finance, evidenced by his purchases in Occidental Petroleum, ARES Capital Corporation, McDonald's Corp, Phillips 66, and The Carlyle Group. McCormick's most recent trade in Athene is the only Congressional trade in this company.
Source:
Dave McCormick purchases $250K-$500K in The Carlyle Group Inc.
Dave McCormick purchased $250K-$500K in The Carlyle Group Inc. with no noted committee oversight involvement.
Dave McCormick executed a substantial purchase valued at between $250,001 and $500,000 in The Carlyle Group Inc. on 2025-01-10. His trading over the last month included multiple acquisitions between $250,001 and $500,000 in various companies such as Occidental Petroleum Corp, Athene Holding Ltd, and McDonald's Corp, among others. Recent Congress trading in The Carlyle Group shows a past purchase by John Hoeven in 2013 for $100,001 to $250,000.
Source:
CONGRESS TRADE
$AMAT
9:03 a.m.
Feb. 22, 2025
Sen. Ashley Moody purchases $100K-$250K in AMAT.
Sen. Ashley Moody purchases $100K-$250K in AMAT stock.
Senator Ashley Moody purchased between $100,001 and $250,000 worth of Applied Materials (AMAT) stock on January 22, 2025. This significant purchase follows a recent pattern of transactions including other tech-related stocks like Micron (MU) and Howmet Aerospace (HWM) on the same day. There is no specific committee oversight context available related to this trade.
Source:
Sen. Moody purchases $50K-$100K in HWM.
Sen. Ashley Moody purchases $50K-$100K in Howmet Aerospace.
Senator Ashley Moody purchased stock in Howmet Aerospace Inc (HWM) valued between $50,001 and $100,000 on January 22, 2025. This transaction, along with other trades in companies such as Micron Technology and Applied Materials, reflects her recent trading history. There is no information on her oversight on relevant committees related to this sector.
Source:
Sen. Ashley Moody purchases up to $100K in Micron Technology stock.
Sen. Ashley Moody purchases up to $100K in Micron Technology, showing interest in tech sector.
Senator Ashley Moody purchased $50,001 to $100,000 worth of Micron Technology stock on January 22, 2025. This trade is part of a broader pattern wherein she also purchased stocks such as Applied Materials and Howmet Aerospace around the same timeframe. In recent Congress records, Micron Technology has seen a pattern of both purchases and sales, as seen with previous transactions by other members like David Perdue. However, based on available data, relevant committee oversight regarding this purchase is not provided.
Source:
Sen. Ashley Moody sells $50K-$100K in OKTA stock.
Sen. Ashley Moody executes a full sale of OKTA stock valued between $50K and $100K.
Sen. Ashley Moody sold her entire holdings in OKTA, valued between $50,001 and $100,000. Recent trades by Moody also include purchases of AMAT, HWM, and MU stocks in January 2025. This sale represents the only recent Congress trading activity involving OKTA.
Source:
INSIDER TRADE
$PM
9:02 a.m.
Feb. 22, 2025
PM CEO Jacek Olczak sells $5.95M in stock.
CEO Jacek Olczak's recent sale follows a pattern of insider sales at PM.
Jacek Olczak, CEO of PM, sold 40,000 shares at $148.87 each, totaling $5,954,800. He now owns 547,426 shares. This sale is part of a series of insider sales on February 20, 2025, including transactions by other executives. In the current quarter, PM has recorded 21 disposed transactions totaling 211,556 shares, indicating a trend of insider selling.
Source:
9:01 a.m.
Feb. 22, 2025
Unity Software's 2024 revenue was $1.81 billion, down from $2.19 billion in 2023, primarily due to a decrease in Create Solutions revenue. The company is focusing on enhancing its machine learning stack to improve competitiveness.
Unity Software reported a decrease in revenue for 2024, largely due to the termination of a major subscription agreement and increased competition. The company is investing in machine learning and data infrastructure to regain growth. However, it faces challenges with profitability and market acceptance of its AI technologies.
Unity Software's financial performance in 2024 showed a decline in revenue to $1.81 billion from $2.19 billion in the previous year. This decrease was mainly attributed to the termination of a significant subscription agreement with Wētā FX Limited and a competitive landscape impacting its Grow Solutions revenue. Despite these challenges, Unity is strategically investing in its machine learning stack and data infrastructure, aiming to enhance its competitive edge and drive future growth. The company is also navigating risks related to market acceptance of its AI technologies and the potential impact of cyber threats, especially given its operations in regions with heightened geopolitical tensions. Unity's efforts to streamline its operations included workforce reductions and a focus on its core business areas, which are expected to shape its financial trajectory in the coming years.
Source:
9 a.m.
Feb. 22, 2025
FTNT 2024: Revenue $5.96B (+12% YoY), Service revenue up 20%, acquisitions bolster cloud security offerings.
Fortinet's 2024 revenue grew by 12% to $5.96 billion, driven by a 20% increase in service revenue, while product revenue remained flat. The company completed acquisitions of Lacework and Next DLP, enhancing its cloud security capabilities. Fortinet faces challenges from supply chain issues and geopolitical tensions.
In 2024, Fortinet reported a total revenue of $5.96 billion, marking a 12% increase from the previous year. This growth was primarily fueled by a 20% rise in service revenue, which reached $4.05 billion, while product revenue slightly declined by 1% to $1.91 billion. The company's strategic acquisitions of Lacework and Next DLP contributed to its cloud security offerings, adding $33.5 million to the revenue. Geographically, revenue was well-distributed, with the Americas, EMEA, and APAC regions contributing significantly. However, Fortinet is navigating challenges such as supply chain disruptions and geopolitical uncertainties, which could impact future growth. The company also highlighted the importance of its deferred revenue, which increased by 11% to $6.36 billion, indicating future revenue potential. Fortinet's operating income surged by 45% to $1.80 billion, reflecting improved profitability and operational efficiency.
Source:
UnitedHealth Stock Plunges Amid DOJ Investigation
UnitedHealth Group (UNH) stock dropped 10% in premarket trading following reports of a Department of Justice investigation into its Medicare billing practices. The news also impacted other major insurance providers, with Humana (HUM) down 5% and Cigna Group (CI) down 2%.
Source:
CONGRESS TRADE
$LLY
10:01 p.m.
Feb. 21, 2025
Sen. Wyden's spouse sells up to $100K in LLY stock shortly after purchase.
Sen. Ron Wyden's spouse conducted a full sale of LLY stock, valued between $50,001 - $100,000, shortly after the stock was purchased, indicating a quick reversal.
Sen. Ron Wyden disclosed a sale of Eli Lilly (LLY) stock by his spouse valued between $50,001 - $100,000, occurring shortly after an equivalent purchase on January 22, 2025. The rapid reversal suggests a non-strategic purchase, influenced by the member's spouse discovering an independent broker's action was made without her knowledge, leading to a full sale. Wyden's recent trades show ongoing activity in various stocks, with no repeated patterns in LLY apart from this event. This context distinguishes it from other members' trades in LLY, like those by Sheldon Whitehouse and Tommy Tuberville, reflecting diverse trading strategies.
Source:
Sen. Wyden's spouse purchases $50K-$100K in LLY stock.
Sen. Wyden's spouse trades $50K-$100K in Eli Lilly stock on Feb 10, 2025.
Sen. Ron Wyden's spouse purchased $50,001 - $100,000 worth of Eli Lilly and Co (LLY) stock on February 10, 2025. This follows a pattern of other transactions in this stock, including a purchase of a similar amount on January 22, 2025, and a subsequent sale on February 10, 2025. This recent trade is part of broader trends where other members have also been actively trading in LLY, such as Sen. Sheldon Whitehouse and Sen. Tommy Tuberville, indicating recent Congressional interest in this stock.
Source:
Sen. Wyden's spouse sells $100K LLY shares tying recent purchase.
Senator Ron Wyden's spouse sold $50,001 - $100,000 worth of LLY stock, shortly after purchasing similar amounts.
Sen. Ron Wyden's spouse fully sold their stake in Eli Lilly and Co (LLY) for $50,001 - $100,000. This transaction closely followed a prior purchase of the same stock within the same amount range on January 22, 2025, indicating a quick turnover in the stock held. This recent activity for LLY includes transactions by other legislators such as Sen. Sheldon Whitehouse's and Sen. Tommy Tuberville's buying and selling activity.
Source:
Sen. Wyden's spouse buys $50-100K in LLY stock.
Sen. Ron Wyden's spouse purchases $50,001-$100,000 in Eli Lilly (LLY) stock.
Sen. Ron Wyden's spouse made multiple transactions in LLY, purchasing $50,001 to $100,000 worth of shares twice in January 2025. The shares were later sold fully in February 2025 after realizing they were purchased without knowledge. Other recent Congressional trades in LLY include purchases by Sen. Sheldon Whitehouse and sales by Sen. Tommy Tuberville.
Source:
INSIDER TRADE
$U
10 p.m.
Feb. 21, 2025
Director Tomer Bar-Zeev sells $2.1M in stock.
Tomer Bar-Zeev has been actively selling shares, with multiple transactions this quarter.
Director Tomer Bar-Zeev sold 83,333 shares at $25.44 each, totaling $2,119,991.52. He currently owns 3,398,146 shares. This sale follows a pattern of recent sales, including a transaction on February 3, 2025, where he sold 166,667 shares at $20.99. In the current quarter, the company has recorded 8 disposed transactions totaling 503,678 shares, indicating a trend of insider selling.
Source:
INSIDER TRADE
$LRCX
10 p.m.
Feb. 21, 2025
LRCX Senior VP sells $6.69M in stock.
Varadarajan Seshasayee, Senior VP, recently sold 74,320 shares at $90 each.
Varadarajan Seshasayee, Senior Vice President at LRCX, sold 74,320 shares at $90 per share, totaling $6,688,800. This transaction leaves him with 179,084 shares. In the current quarter, LRCX has seen 10 disposed transactions totaling 469,380 shares, indicating a trend of share disposals among insiders.
Source:
NEWS
AI
5:02 p.m.
Feb. 21, 2025
China Advances in AI Despite US Restrictions
China continues to make progress in AI, semiconductors, and other high-tech industries despite U.S. restrictions. The country is leveraging AI for public services, including smart cities, healthcare, education, and disaster preparedness.
Source:
NEWS
AI
5:02 p.m.
Feb. 21, 2025
Princeton University Launches AI Hub to Position New Jersey as Sector Leader
Princeton University has established an AI Hub to bring together AI researchers, industry leaders, startup companies, and other collaborators. The initiative aims to advance research and development in artificial intelligence and position New Jersey as a leader in the sector.
Source:
5:02 p.m.
Feb. 21, 2025
Jensen Huang Addresses Market Selloff That Wiped $600bn from Nvidia
Nvidia CEO Jensen Huang has addressed a market selloff that wiped $600 billion off his company's value. The selloff was reportedly triggered by investors' reaction to news about DeepSeek, though specific details were not provided.
Source:
Alibaba Stock Jumps on AI Spend Plans, Reported $1B Stake by GameStop CEO
Alibaba (BABA) shares rose 4% in premarket trading after announcing plans to aggressively invest in AI infrastructure and reporting strong AI-related product revenue growth. GameStop CEO Ryan Cohen reportedly increased his personal stake in Alibaba to around 7 million shares worth about $1 billion.
Source:
CONGRESS TRADE
$GOOGL
5:02 p.m.
Feb. 21, 2025
Rob Bresnahan sells $50K-$100K GOOGL stock.
Rep. Bresnahan sells $50K-$100K in Alphabet stock.
Rep. Rob Bresnahan sold Alphabet Inc (GOOGL) stock valued between $50,001 and $100,000 on January 21, 2025. Over recent histories, Bresnahan has engaged in multiple sales and purchases, but this is his largest reported sale of the period. Other members like Michael McCaul and Josh Gottheimer have also recently traded GOOGL, evidencing ongoing Congressional interest in the stock.
Source:
CONGRESS TRADE
$MSFT
5:02 p.m.
Feb. 21, 2025
Sen. Tuberville sells up to $50K in MSFT stock.
Sen. Tommy Tuberville sells $15,001-$50,000 of Microsoft stock.
Senator Tommy Tuberville reported selling Microsoft stock valued between $15,001 and $50,000. This transaction reflects a continuation of his recent trading pattern, which includes multiple sales of various stocks. The Senator has engaged in several Microsoft stock sales over the past months, indicating a consistent divestment from his joint holdings in the company. Other Congress members such as Shelley Moore Capito have also recently reported sales of Microsoft shares.
Source:
Sen. Tuberville sells $15K-$50K in AAPL stock.
Sen. Tuberville sells $15K-$50K in AAPL, continuing a recent trend of selling Apple shares.
Senator Tommy Tuberville reported a sale of Apple Inc (AAPL) stock ranging between $15,001 and $50,000. This transaction, disclosed as joint ownership, is part of a pattern in which Tuberville has consistently reported sales of AAPL shares, as seen in previous months. Recent reports also show other members of Congress selling AAPL, including Senators Moore Capito and Whitehouse, highlighting broader divestment trends among legislators in this stock.
Source:
Sen. Tuberville sells $15K-$50K in TXN.
Sen. Tuberville sells $15K-$50K in Texas Instruments stock amidst continuous divestment in tech stocks.
Senator Tommy Tuberville of Alabama reported the sale of Texas Instruments (TXN) stock valued between $15,001 and $50,000, continuing his pattern of divestment in various tech stocks. His recent trading activity includes multiple sales of major tech stocks like Microsoft (MSFT) and Apple (AAPL). This trade is part of an ongoing series of transactions in Texas Instruments, with numerous sales reported since 2023 with varying amounts, indicating a consistent reduction in holdings within this company over time.
Source:
INSIDER TRADE
$FIGS
5:01 p.m.
Feb. 21, 2025
BAMCO INC /NY/ converts $54.96M worth of FIGS shares.
BAMCO INC /NY/ recently converted 8.79M shares, maintaining a significant ownership stake.
BAMCO INC /NY/, a 10 percent owner, executed a conversion transaction involving 8,793,826 shares of FIGS at $6.25 per share, totaling $54,961,412.50. Post-transaction, BAMCO holds 27,833,825 shares. In the current quarter, FIGS has seen 3 acquired transactions totaling 27,844,640 shares and 4 disposed transactions totaling 46,900,679 shares, indicating active trading activity.
Source:
CONGRESS TRADE
$HOG
1:02 p.m.
Feb. 21, 2025
Tim Moore sells $250,001 to $500,000 in HOG shares.
Tim Moore sold $250,001 to $500,000 in Harley-Davidson Inc stock.
Tim Moore executed a significant sale of Harley-Davidson Inc stock, valued between $250,001 and $500,000. This transaction is part of a broader pattern of trading in HOG shares, involving multiple purchases and sales within a short period. Recent Congress trades in HOG also include various transactions by Moore himself, indicating an active trading strategy in this stock. No relevant committee oversight information is available.
Source:
Tim Moore sells up to $250K in Ford stock.
Rep. Tim Moore sold Ford stock worth between $100,001 and $250,000.
Rep. Tim Moore conducted a sale of Ford stock, valued between $100,001 and $250,000. Previously, Moore showed an active trading pattern in Ford Motor Co throughout January 2025, with multiple buys and sells in various ranges. The larger selling indicates a possible shift or rebalancing in his portfolio related to Ford.
Source:
Rep. Tim Moore sells $100K-$250K in HOG shares.
Rep. Tim Moore sells $100K-$250K in Harley-Davidson stock.
Rep. Tim Moore sold $100,001 - $250,000 in Harley-Davidson (HOG) shares on 2025-02-17. Over January 2025, Moore had a series of transactions in HOG, including both purchases and sales. Earlier in January, Moore had sold HOG stock in two other transactions. Moore's trading activity in HOG represents a pattern of active engagement in this stock during the month, with multiple transactions involving substantial amounts.
Source:
Rep. Tim Moore buys $15K-$50K in HOG stock.
Rep. Tim Moore purchases $15,001-$50,000 in Harley-Davidson Inc (HOG).
Rep. Tim Moore has been actively trading HOG stocks throughout January 2025, with multiple purchases and sales reported. The latest disclosed transaction includes a purchase valued at $15,001-$50,000, marking a continuation of his recent interest in HOG, reflected in both buying and selling activities. Moore's activity indicates significant engagement with the stock, having executed a mix of transactions in similar value ranges, which aligns with his trading pattern in other automotive-related stocks such as Ford Motor Co. Overall, Congress members' trades in HOG remain primarily associated with Moore, with no recent trades reported from others, implying a specific interest or strategy in this asset by Moore.
Source:
Rep. Moore sells $50K-$100K in Ford stock.
Rep. Tim Moore sells Ford stock valued at $50,001-$100,000.
Rep. Tim Moore executed a sale of Ford stock valued between $50,001 and $100,000. Previously, he has been active in trading Ford stock with multiple purchases and sales throughout January 2025. Recent trading activity from other members like Gil Cisneros and Ro Khanna also indicates interest in Ford stock. Moore's pattern includes both purchases and sales, reflecting dynamic trading behavior within this period.
Source:
Rep. Tim Moore buys $50K-$100K in Ford Motor Co shares.
Rep. Tim Moore purchases $50K-$100K in Ford stock.
Rep. Tim Moore made a purchase of Ford Motor Co stock valued between $50,001 and $100,000. His recent trading history shows recurrent activity in Ford stock, both in purchases and sales over January 2025, indicating a pattern of active engagement with this stock. This latest transaction continues his series of investments in Ford, complementing similar trades by members like Ro Khanna and Daniel Goldman, reflecting ongoing interest in Ford from multiple Congress members.
Source:
Rep. Tim Moore makes multiple purchases in Ford stock.
Rep. Tim Moore buys $15K-$50K in Ford stock with similar past purchases.
Rep. Tim Moore purchased Ford Motor Co stock valued between $15,001 and $50,000 on January 8, 2025. This is part of a pattern, as he has previously engaged in several purchases of Ford stock paired with periodic sales. His recent trades in Ford also include purchases and sales of varying amounts in January 2025, suggesting an active investment strategy in this particular stock. Other Congress members have similarly traded Ford shares, although no committee oversight context is provided for Moore's involvement.
Source:
Tim Moore buys $15,001 - $50,000 in Harley-Davidson stock.
Rep. Tim Moore purchased $15,001 - $50,000 in Harley-Davidson stock.
Rep. Tim Moore engaged in a purchase of Harley-Davidson stock worth between $15,001 and $50,000. Tim Moore has an active trading history in Harley-Davidson stock, with multiple transactions, including both purchases and sales, within January 2025 alone. His recent trades also include significant activities in Ford Motor Co. as well. No specific congressional oversight context for the industry is available from the data given. Congress trading in Harley-Davidson by other members has been sporadic and unrelated to the current time period.
Source:
Tim Moore purchases up to $100K in Harley-Davidson stock.
Rep. Tim Moore purchases Harley-Davidson stock valued between $50K-$100K.
Rep. Tim Moore recently purchased between $50,001 and $100,000 in Harley-Davidson (HOG) stock. His recent trading activity shows multiple transactions in Harley-Davidson, including several purchases and sales in January 2025, indicating active trading in this asset. Moore's trades also include significant activity in Ford Motor Co, suggesting a focus on the automotive sector, although no specific committee oversight was noted in relation to these trades. Recent Congress trades in Harley-Davidson are primarily Moore's transactions, with other trades by congress members occurring months or years prior.
Source:
INSIDER TRADE
$FLO
1:01 p.m.
Feb. 21, 2025
FLO: McMullian Ryals F-InKind $714,916.00 total in 2 trades
Multiple trades executed today totaling 2 transactions
Details:
- F-InKind 38,960.0 shares at $18.35
- A-Award 101,420.0 shares at $0.0
Source:
EARNINGS CALL
$AKAM
1 p.m.
Feb. 20, 2025
AKAM Q4 2024: Revenue $1.02B, non-GAAP EPS $1.66, Security rev >$2B, Cloud ARR $259M
Akamai transitioned to a security-focused company with security revenue over $2B for 2024, cloud computing ARR at $259M, and delivery business stabilizing.
Akamai's Q4 revenue was $1.02 billion, with non-GAAP EPS at $1.66, exceeding guidance. In 2024, Akamai's security business surpassed $2 billion in revenue, growing at 16% year-over-year, primarily driven by strong demand for its Guardicore segmentation solution, which grew its ARR by 31% to $190 million. Cloud computing also showed strong momentum, with revenues at $630 million, marking a 25% increase over 2023, driven by their Linode-based cloud infrastructure services, which hit $230 million, growing 32% year-over-year. Despite a multiyear contract with its largest customer, delivery revenue remains a challenge, declining 18% year-over-year, although the company sees signs of market stabilization. Akamai plans to increase investments in cloud infrastructure to support its fast growth, aiming for a 40%-45% increase in ARR for 2025.
Source:
EARNINGS CALL
$DBX
1 p.m.
Feb. 20, 2025
DBX Q4 2024: Revenue $644M ahead of guidance, 1.4% YOY increase. EPS up 46% to $0.73, strong cash flow, Dash gains traction.
Dropbox exceeded Q4 revenue guidance with $644M, 1.4% YOY growth, driven by individual plans. Teams faced churn pressure; Dash sales ahead of goals. EPS up 46% YOY to $0.73, margin 36.9%.
Dropbox reported Q4 2024 revenue of $644 million, a 1.4% increase year-over-year, beating its guidance. The company's total ARR reached $2.574 billion, up 2% YOY. Growth was primarily driven by strength in individual plans, while team plan metrics were up but offset by higher churn as companies reduced software licenses amid layoffs. Dash for business launched successfully, meeting and exceeding initial sales targets, particularly with its universal search feature. CEO Drew Houston highlighted that Dropbox is focusing on transitioning to AI-powered products, stating, "these decisions are aimed at strengthening and simplifying our FSS business." Operating margin was 36.9% for the quarter, driven by a reduction in force and gross profit benefited from extending server lifespan. Free cash flow was $211 million, marking a 24% increase YOY. Dropbox plans to continue investing in Dash while optimizing efficiency in core operations for 2025.
Source:
9:01 a.m.
Feb. 21, 2025
Wall Street Indexes Fall as Walmart and Tech Stocks Decline
The S&P 500 retreated from record highs as heavyweight retailer Walmart and tech firms experienced a sell-off. This market movement reflects ongoing volatility in the tech and retail sectors.
Source:
Astera Labs, a recent IPO, is gaining attention as a provider of connectivity solutions for cloud computing and AI applications. The company reported strong growth in 2024 and projects 2025 to be a breakout year, driven by revenue from all four of its product families.
Source:
NEWS
AI
9:01 a.m.
Feb. 21, 2025
China's AI-Driven Surveillance Expands Globally
China's homegrown AI technologies, including the new DeepSeek AI model, are enhancing the government's surveillance capabilities both domestically and internationally. The advancements in AI and big data are raising concerns about privacy and global security.
Source:
Palantir Technologies Poised to Surpass Salesforce in Market Cap
Analysts predict Palantir Technologies (PLTR) could become more valuable than Salesforce (CRM) by the end of 2025. Palantir's valuation has expanded significantly due to its strong AI prospects, while Salesforce faces challenges in execution and competition.
Source:
CONGRESS TRADE
$HUM
9:01 a.m.
Feb. 21, 2025
Rep. McCaul's spouse buys up to $250K in Humana stock.
Rep. McCaul's spouse purchased Humana stock valued between $100,001 and $250,000.
Rep. Michael McCaul's spouse recently acquired Humana stock valued between $100,001 and $250,000 on January 23, 2025. This follows a pattern of increased trading activity in Humana stock with a prior purchase of up to $50,000 in early January and a sale of up to $100,000 just before that. Recent trading history shows multiple transactions in Humana by McCaul's spouse, indicating a keen interest in the stock. Congress members, including McCaul, have traded actively in Humana stocks in recent months.
Source:
CONGRESS TRADE
$ATH
9:01 a.m.
Feb. 21, 2025
Dave McCormick purchases $250K-$500K in ATH.
Dave McCormick purchases $250K-$500K in Athene Holding Ltd.
Dave McCormick made a significant purchase of Athene Holding Ltd shares valued between $250,001 and $500,000. His recent trading includes several large purchases in various companies like Occidental Petroleum, ARES Capital, McDonald's, Phillips 66, and The Carlyle Group, indicating a pattern of high-value transactions. No other Congress trading in ATH was reported recently, apart from McCormick's transaction.
Source:
Dave McCormick buys $250K-$500K in OXY.
Dave McCormick purchases OXY stock worth $250K-$500K.
Dave McCormick acquired shares in Occidental Petroleum Corp (OXY), investing between $250,001 and $500,000. This purchase is part of his recent trading activities, which also include transactions in McDonald's, Phillips 66, and The Carlyle Group among others. Previous Congress trading in OXY includes both purchases and sales by other members. Notably, McCormick's purchase represents the largest recent Congressional investment in OXY by a significant margin.
Source:
Dave McCormick buys $250K-$500K in PSX.
Dave McCormick purchases $250K-$500K in Phillips 66 (PSX).
Dave McCormick bought $250,001 to $500,000 worth of Phillips 66 (PSX) on January 10, 2025. This trade is among several purchases by McCormick of similar value during the same period, indicating an active trading pattern. Another recent transaction in PSX was by Shelley Moore Capito's spouse, who sold shares in a different range. Historically, such transactions with PSX have varied among Congress members, involving smaller amounts compared to McCormick's purchase.
Source:
9 a.m.
Feb. 21, 2025
NET 2024: Revenue $1.67B (+29% YoY), strong customer growth, facing competitive pressures.
NET's revenue surged by 29% to $1.67 billion in 2024, driven by a 25% increase in new paying customers and expansion within existing accounts. Despite this growth, the company continues to face significant competition and geopolitical risks, which could impact future performance. The net loss narrowed but remains a concern for profitability.
In 2024, NET experienced a revenue increase of 29%, reaching $1.67 billion, primarily due to a 25% rise in new paying customers and a solid dollar-based net retention rate of 111%. This growth was supported by increased sales and marketing efforts, which saw a 24% rise in expenses, reflecting investments in brand awareness and customer acquisition. However, the company reported a net loss of $78.8 million, an improvement from the previous year's $183.9 million loss, indicating progress towards profitability but highlighting ongoing challenges. The competitive landscape remains intense, with rapid technological changes and new market entrants posing risks to NET's market position. Additionally, geopolitical tensions and macroeconomic uncertainties, such as inflation and currency fluctuations, could adversely affect customer spending and operational costs. Despite these challenges, NET's focus on expanding its customer base and enhancing product offerings positions it for potential future growth.
Source:
NEWS
AI
10:03 p.m.
Feb. 20, 2025
Together AI Raises $305 Million for AI Cloud Service Expansion
Together AI raised $305 million in a Series B funding round, valuing the company at $3.3 billion. The funds will be used to expand its AI Acceleration Cloud, which helps developers and enterprises train, fine-tune, and run inference for generative AI models.
Source:
10:03 p.m.
Feb. 20, 2025
Walmart Lowers Sales Outlook, Stock Tumbles
Walmart (WMT) delivered strong sales and profits for the year but lowered its sales outlook, causing its stock to tumble. Executives expressed caution about an uncertain economic landscape, stating 'We are in an uncertain time'.
Source:
INSIDER TRADE
$GOOGL
10:01 p.m.
Feb. 20, 2025
GOOGL: WALKER JOHN KENT S-Sale $3,169,455.61 total in 3 trades
Multiple trades executed today totaling 3 transactions
Details:
- S-Sale 8,208.0 shares at $185.4251
- S-Sale 3,280.0 shares at $184.4019
- S-Sale 5,602.0 shares at $186.1207
Source:
10 p.m.
Feb. 20, 2025
Vimeo 2024: Revenue $417M (flat YoY), Enterprise growth robust, AI integration poses challenges.
Vimeo's revenue remained flat at $417 million, with significant growth in its Enterprise segment offset by declines in other areas. The company is focusing on AI integration, which presents both opportunities and challenges, including potential reputational risks and regulatory scrutiny. Despite these challenges, Vimeo's operating income increased by 43% due to reduced advertising costs and strategic shifts in customer acquisition.
In 2024, Vimeo reported a total revenue of $417 million, which was essentially unchanged from the previous year. This stability in revenue was primarily due to a robust 47% increase in the Vimeo Enterprise segment, driven by a 31% rise in average subscribers and a 12% increase in average revenue per user. However, this growth was counterbalanced by declines in the Self-Serve & Add-Ons and Other segments, which saw decreases in average subscribers and the deprecation of certain products. Operating income rose by 43% to $18.7 million, largely due to a strategic reduction in advertising expenses by $28 million, as the company shifted towards more organic customer acquisition methods. Vimeo is also investing heavily in AI, integrating it into its offerings, which introduces new risks such as potential reputational harm and increased regulatory scrutiny. The company faces intense competition and challenges in scaling its operations, but it remains committed to leveraging AI to enhance its product offerings. Despite these hurdles, Vimeo's focus on innovation and strategic cost management has positioned it for potential growth in a competitive market.
Source:
EARNINGS CALL
$GLBE
10 p.m.
Feb. 19, 2025
GLBE Q4 2024: Revenue $263M up 42% YoY, EBITDA margin 21.7%, first GAAP profit post-IPO.
Global-E's Q4 2024 revenue surged to $263M, up 42% YoY, with adjusted EBITDA of $57.1M marking the first GAAP profitability post-IPO.
Global-E marked a successful Q4 2024 with a 44% YoY growth in GMV reaching $1.71 billion, driven by strong performance during the holiday season. Record revenues of $263 million were achieved, up 42% YoY, supported by new and existing merchants. The adjusted gross profit margin improved to 46%, and the EBITDA margin reached 21.7%, surpassing the company's target set at IPO. The year 2024 closed with $474 million in cash reserves, and for the first time, Global-E reached GAAP profitability in a quarter. Looking forward, 2025 is anticipated to continue this trajectory, with revenue projections between $917 million and $967 million and GAAP profitability for the full year expected. "We expect 2025 to be Global-E’s first GAAP profitable year as a public company," said Amir Schlachet, CEO.
Source:
EARNINGS CALL
$FVRR
10 p.m.
Feb. 19, 2025
FVRR Q4 2024: Revenue $103.7M up 13%, Rule of 30 hit, AI initiatives launched
FVRR Q4 revenue $103.7M up 13%, Rule of 30 achieved, Fiverr Go and Freelancer Equity Program launched.
Fiverr reported Q4 2024 revenues of $103.7 million, a 13% increase year-over-year, and an adjusted EBITDA of $20.7 million, achieving a 20% margin. Key initiatives launched include Fiverr Go, an AI platform aimed at enhancing freelancer capabilities and efficiency, and a Freelancer Equity Program, giving top-performing freelancers shares in the company. Despite macro headwinds, both Marketplace and Services segments showed resilient growth, with Services revenue up 62% year-over-year driven by Fiverr Ads and Seller Plus. CEO Micha Kaufman emphasized the strategic focus on expanding upmarket opportunities and diversifying revenue streams. "The Personalized AI Assistant on Fiverr Go can communicate with potential clients when the freelancer is away or busy," noted Kaufman, highlighting a significant push towards integrating AI to enhance freelancer-client interactions.
Source:
5:03 p.m.
Feb. 20, 2025
ZenaTech Expands AI Drone and Quantum Computing Team After Successful Testing
ZenaTech (ZENA) has reported positive results from initial testing of its Quantum Computing Sky Traffic project, which combines AI algorithms and quantum computing for weather prediction. The company is expanding its team, adding quantum, AI, and hardware engineers to further develop applications for autonomous drones in commercial and defense sectors.
Source:
5:03 p.m.
Feb. 20, 2025
Startup Together AI Valued at $3.3 Billion as AI Demand Grows
Together AI, a startup in the artificial intelligence sector, has reached a valuation of $3.3 billion, reflecting the growing demand for AI technologies. This valuation underscores the continued investor enthusiasm for AI companies and the sector's rapid expansion.
Source:
5:03 p.m.
Feb. 20, 2025
Google Unveils AI Co-Scientist to Accelerate Scientific Discovery
Google has introduced an AI co-scientist built on its Gemini 2.0 platform, aimed at speeding up scientific research by generating novel hypotheses and refining experiments. The system shows promise in accelerating discoveries, particularly in pharmaceutical research, but faces challenges related to algorithm transparency and data integrity.
Source:
NEWS
AI
5:03 p.m.
Feb. 20, 2025
AI Startup Led by 21-Year-Old Thiel Fellow Lands $2 Billion Valuation
Artificial intelligence-powered hiring startup Mercor has achieved a $2 billion valuation in its latest funding round. This highlights the continued strong investor interest in AI companies and the rapid growth of startups in the sector.
Source:
CONGRESS TRADE
$SMAR
5:02 p.m.
Feb. 20, 2025
Rep. Tony Wied sells up to $250K in SMAR stock.
Rep. Tony Wied conducted a joint sale of SMAR stock valued between $100,001 - $250,000.
Rep. Tony Wied sold SMAR stock in a transaction dated January 23, 2025, and disclosed on February 14, 2025. This is the only trade involving SMAR for Rep. Wied within the presented dataset. Another member, Rep. Ro Khanna, has shown previous trading activity in SMAR in 2022, involving smaller transactions by his spouse. The recent trade by Rep. Wied accounts for the largest disclosed transaction in this stock from Congress members based on available disclosures.
Source:
INSIDER TRADE
$NTAP
5:02 p.m.
Feb. 20, 2025
NTAP: Kurian George S-Sale $1,011,854.23 total in 2 trades
Multiple trades executed today totaling 2 transactions
Details:
- S-Sale 4,189.0 shares at $118.57
- S-Sale 4,311.0 shares at $119.5
Source:
5:01 p.m.
Feb. 20, 2025
CSGP 2024: Revenue $2.7B (+11% YoY), Multifamily and Residential segments drive growth, international expansion continues.
CoStar Group reported a revenue increase of 11% to $2.7 billion in 2024, driven by performance in the Multifamily and Residential segments. Despite revenue growth, net income fell by 63% to $138.7 million due to increased operating expenses, particularly in marketing and personnel costs. The company continues to focus on international expansion and product development, but faces challenges from increased competition and economic uncertainties.
CoStar Group's 2024 financial performance was marked by a revenue increase of 11% to $2.7 billion, primarily fueled by the Multifamily segment, which saw a 17% rise, and the Residential segment, which surged by 118% due to new membership subscriptions and strategic acquisitions. However, the company's net income dropped by 63% to $138.7 million, largely due to a 38% increase in selling and marketing expenses and a 22% rise in software development costs. These expenses were driven by efforts to expand brand awareness and enhance product offerings. The company's EBITDA in North America decreased significantly, reflecting higher costs in marketing and personnel. Internationally, CoStar Group is expanding its footprint, particularly in Europe, with plans to launch LoopNet in France and Spain. Despite these growth initiatives, the company faces risks from economic fluctuations, competitive pressures, and the need to manage its significant debt load. The ongoing construction of a new campus in Richmond, Virginia, also represents a substantial financial commitment. CoStar's strategic focus remains on enhancing its online marketplace solutions and expanding its international presence, while navigating the challenges of a competitive and rapidly changing market.
Source:
5 p.m.
Feb. 20, 2025
CCSI 2024: Revenue $350.4M (-3% YoY), Corporate segment growth, SoHo decline, strategic focus on secure data exchange.
Consensus Cloud Solutions, Inc. reported a 3% decline in revenue for 2024, totaling $350.4 million, primarily due to a significant drop in SoHo revenues, partially offset by growth in the Corporate segment. The company is focusing on enhancing its secure data exchange offerings and exploring new markets, while facing challenges from regulatory changes and economic volatility.
In 2024, Consensus Cloud Solutions, Inc. experienced a 3% decrease in revenue, amounting to $350.4 million, compared to the previous year. This decline was largely driven by a $21.7 million reduction in SoHo revenues, although this was somewhat mitigated by a $9.5 million increase in Corporate revenues, attributed to organic growth and new customer acquisitions. The company's net income rose to $89.4 million, reflecting a 16% increase from 2023, supported by cost management and operational efficiencies. Despite the revenue drop, the company maintained a focus on its strategic initiatives, emphasizing secure information exchange and healthcare interoperability solutions. However, the company faces risks from regulatory changes, particularly in health information communication protocols, and economic volatility, which could impact customer usage and retention. The management remains committed to leveraging technology for market expansion and sustaining growth through both organic and inorganic means.
Source:
NEWS
AI
1:02 p.m.
Feb. 20, 2025
U.S. Congresswoman Invests in AI Stocks, Sparking Market Interest
U.S. Representative Marjorie Taylor Greene's recent investments in five artificial intelligence stocks have drawn attention to the sector. The news has prompted discussions about the potential of these AI companies and their market outlook.
Source:
NEWS
AI
1:02 p.m.
Feb. 20, 2025
AI Energy Demand Drives Innovation in Electric Utilities
The increasing energy demands of AI technologies are forcing traditionally conservative electric utilities to embrace innovation. Power companies are exploring new ways to meet the growing electricity needs of data centers and AI infrastructure.
Source:
1:02 p.m.
Feb. 20, 2025
Alibaba Set to Release Q3 2025 Earnings Amid AI Push
Alibaba (BABA) is scheduled to report its fiscal Q3 2025 earnings on February 20, with analysts expecting a 7.4% year-over-year revenue increase. The Chinese tech giant is expected to highlight its ongoing AI initiatives and cloud computing advancements.
Source:
1:02 p.m.
Feb. 20, 2025
Walmart Reports Strong Q4 2024 Earnings, Boosts AI Investments
Walmart (WMT) reported better-than-expected Q4 2024 earnings, with revenue rising 7.4% year-over-year. The retail giant announced plans to significantly increase investments in AI and automation technologies to enhance operational efficiency and customer experience.
Source:
CONGRESS TRADE
$AAPL
1:02 p.m.
Feb. 20, 2025
Sen. Tuberville fully divests $50K in AAPL stock.
Sen. Tuberville sells $15K-$50K in AAPL stock; no related committee oversight.
Senator Tommy Tuberville recorded a full sale of Apple Inc. (AAPL) stock valued between $15,001 and $50,000. This transaction is consistent with his recent pattern of selling various stocks. In the broader context of Congress, trading in AAPL has been active, with Tuberville himself having multiple recent sales, including both partial and full divestments.
Source:
Sen. Tuberville sells $15K-$50K in MSFT shares.
Sen. Tommy Tuberville sells $15K-$50K in MSFT stock owned jointly, a tech sector stock.
Senator Tommy Tuberville sold his joint ownership of Microsoft shares worth between $15,001 and $50,000. This sell-off is part of a broader pattern, with previous sales of MSFT by Tuberville in October and January. Recent Congress trades in MSFT mostly involve sales, including transactions by Sen. Shelley Moore Capito and others.
Source:
Sen. Tuberville sells $15K-$50K in TXN.
Sen. Tuberville makes a full sale in Texas Instruments as part of his ongoing trading activities.
Senator Tommy Tuberville fully sold his Texas Instruments stock worth between $15,001 and $50,000 on January 10, 2025, disclosed February 14, 2025. His recent trading activities include multiple sales in other major tech stocks such as MSFT and AAPL, which align with a broader pattern of divesting from technology equities. Congress has seen several transactions involving Texas Instruments, notably with Tuberville frequently buying and selling the stock in varying amounts over the past years.
Source:
1 p.m.
Feb. 20, 2025
INSG 2024: Revenue $191.2M (+14.3% YoY), Mobile solutions drive growth, debt restructuring improves liquidity.
Inseego Corp reported a 14.3% increase in revenue for 2024, reaching $191.2 million, driven by sales in mobile solutions. The company successfully restructured its debt, enhancing liquidity, but continues to face challenges with significant debt service requirements and market competition.
Inseego Corp's 2024 financial performance improved with total revenues reaching $191.2 million, a 14.3% increase from the previous year. This growth was primarily due to a 22.9% rise in mobile solutions revenue, linked to increased sales of premium 5G MiFi devices. However, fixed wireless access solutions saw a decline due to reduced sales with a major carrier. The company also benefited from a significant increase in service revenues, largely due to a renewed two-year service contract. Despite these gains, Inseego reported a net loss from continuing operations of $14.4 million, although this was offset by income from discontinued operations, resulting in a net income of $4.6 million. The company undertook debt restructuring, exchanging a large portion of its 2025 Convertible Notes for cash, new notes, and equity, which improved its liquidity. However, it remains burdened by high debt service requirements and must navigate a competitive market. The company also faces risks related to its reliance on a few key customers and potential regulatory changes.
Source:
9:03 a.m.
Feb. 20, 2025
Infosys Addresses Concerns Over Trainee Layoffs
Infosys (INFY) has stated that it did not use force or intimidation tactics when laying off trainees at its Mysuru campus due to performance-related issues. The company is currently explaining the circumstances to labor department authorities.
Source:
NEWS
AI
9:03 a.m.
Feb. 20, 2025
AI in Chemicals Market Projected to Reach $28 Billion by 2034
The global AI in chemicals market is expected to grow from $2.29 billion in 2025 to approximately $28 billion by 2034. This significant growth reflects the increasing adoption of AI technologies in the chemical industry for process optimization, predictive maintenance, and research and development.
Source:
NEWS
AI
9:03 a.m.
Feb. 20, 2025
Safe Intelligence Raises £4M for AI Model Validation
Safe Intelligence, a startup focused on deep validation of AI models, has raised £4 million in funding led by Amadeus Capital Partners. The company aims to develop advanced validation techniques to ensure the reliability and safety of AI systems.
Source:
CONGRESS TRADE
$CVS
9:03 a.m.
Feb. 20, 2025
Rep. McCaul's spouse purchases $100K-$250K in CVS stock.
Rep. Michael McCaul's spouse acquired CVS Health Corp stock valued between $100,001 - $250,000.
Rep. Michael McCaul, from Texas' 10th district, reported his spouse's purchase of CVS Health Corp stock, valued between $100,001 - $250,000, on January 13, 2025. This acquisition aligns with his recent trading patterns, where several large transactions have occurred, primarily involving various purchases in different sectors. Previously in 2023, there were comparable purchase and sale transactions in CVS stocks, indicating a pattern of active trading involving this company. Other Congressional members have also shown trading interest in CVS with several buying and selling CVS stocks over recent years.
Source:
Rep. McCaul's spouse purchases up to $100K in GE stock.
Rep. McCaul's spouse buys $50K-$100K in GE, previous sales history in tech and GE stocks noted.
Rep. Michael McCaul's spouse purchased General Electric stock valued between $50,001 and $100,000. Previously, the spouse has shown an active trading pattern, including significant sales in tech stocks such as Amazon, Apple, and Meta, as well as prior involvement with GE stock, notably selling large amounts earlier. Congress trading in GE has included various other transactions by McCaul and other members, with both purchases and sales noted throughout recent years.
Source:
Rep. McCaul's spouse purchases $1-$5M in RFRAX.
Rep. McCaul's spouse invests $1-$5M in RFRAX, a major financial move.
Rep. Michael McCaul's spouse purchased assets in RFRAX (Columbia Floating Rate Fund) valued between $1,000,001 and $5,000,000. This transaction marks one of the largest in his recent trading activities. In the same period, McCaul's spouse executed multiple stock transactions, involving both purchases and sales of various companies, indicating an active trading trend.
Source:
Rep. McCaul's spouse buys up to $50K in NVDA shares.
Rep. McCaul, involved in tech stock activity, reports spouse's purchase of NVDA stock.
Rep. Michael McCaul's spouse purchased NVIDIA stock valued between $15,001 and $50,000 on January 30, 2025. This purchase is part of a broader trading pattern involving various tech stocks by McCaul's spouse, including previous transactions in companies like SAP and Apple. In recent months, NVIDIA has been actively traded in Congress, with both buying and selling across members such as Nancy Pelosi and Marjorie Taylor Greene, reflecting its status as a significant tech stock.
Source:
CONGRESS TRADE
$HOG
9:03 a.m.
Feb. 20, 2025
Rep. Tim Moore sells up to $250K in Harley-Davidson stock.
Rep. Tim Moore sells $100K-$250K in Harley-Davidson stock with recent mixed trades in the same stock.
Rep. Tim Moore disclosed a sale of Harley-Davidson (HOG) stock in the range of $100,001 to $250,000 on January 16, 2025. This is part of a pattern of trading HOG by Rep. Moore, with multiple purchases and sales of varying amounts within the month of January 2025. Recent trading showed both sales and acquisitions of Harley-Davidson stock, indicating active engagement with this asset. Data about committee assignments related to this trade is not provided.
Source:
Rep. Tim Moore sells up to $500K in Harley-Davidson stock.
Rep. Tim Moore executed a significant sale of Harley-Davidson stock.
Rep. Tim Moore sold Harley-Davidson (HOG) stock valued between $250,001 and $500,000 on January 7, 2025. Recent trading patterns show multiple purchase and sale transactions in both Harley-Davidson and Ford Motor Co. This trade highlights Moore's active engagement in trading HOG stocks possibly aligning with his broader trading strategy. Recent Congress trading in HOG shows Moore's transactions dominating the activity, with scattered trades by Ro Khanna and Gilbert Cisneros in 2023 and 2020 respectively. There is no available information linking Moore to a committee overseeing Harley-Davidson or relevant industry segments.
Source:
Tim Moore sells up to $250K in Ford stock.
Tim Moore sold $100,001 - $250,000 worth of Ford stock, continuing his active trading pattern in Ford shares.
Tim Moore sold Ford Motor Co stock valued between $100,001 and $250,000. This trade is part of a pattern, as he had recently purchased and sold Ford shares multiple times in the past month, including purchases on January 3rd, 8th, and 13th, and sales on January 7th and 21st. This indicates a strategically active engagement with Ford stocks, moving sizable amounts frequently. Other Congress members like Ro Khanna and Daniel Goldman have also shown interest in Ford stocks with various trading activities over recent years.
Source:
Tim Moore sells $50K-$100K in F stock
Tim Moore sells $50K-$100K in Ford stock, frequent trader of Ford shares.
Tim Moore executed a sale worth between $50,001 and $100,000 of Ford Motor Co stock. Over recent months, Moore has been active in trading Ford stocks, having previously engaged in multiple buys and sells, illustrating a pattern of both acquisition and divestiture within the same period. Concurrent transactions include earlier sales on January 7th and 21st, and purchases on January 3rd, 6th, 8th, and 13th. Ford stocks also remain a focus in broader Congress trading activities, with mixed purchase and sale activities by other members in recent years.
Source:
Tim Moore purchases $50K-$100K in Harley-Davidson stock.
Rep. Tim Moore purchases $50K-$100K in Harley-Davidson stock; has a pattern of active trading in HOG.
Rep. Tim Moore bought Harley-Davidson stocks valued between $50,001 and $100,000. Previously, he has been actively trading HOG, with several purchases and sales in January 2025. Moore has also been engaged in frequent trading of Ford Motor Co stock during the same period. This pattern shows Moore's significant interest and activity in both automotive brands in early 2025.
Source:
Rep. Tim Moore buys $15K-$50K in HOG, increases stake in Harley-Davidson.
Rep. Tim Moore purchases $15K-$50K in Harley-Davidson stock.
Rep. Tim Moore has actively traded Harley-Davidson Inc. stock, purchasing $15,001-$50,000 on January 30, 2025. Moore has a history of trading in HOG, with both purchases and sales in January 2025, suggesting regular engagement in trading this stock.
Source:
Rep. Tim Moore increases investment in Harley-Davidson with $50K-$100K purchase.
Rep. Tim Moore buys $50K-$100K in Harley-Davidson stock.
Rep. Tim Moore has been actively trading Harley-Davidson stock, including a recent purchase of $50,001-$100,000 on January 29, 2025. His trading activity in January 2025 shows multiple buy and sell transactions in both Harley-Davidson and Ford stocks, indicating a pattern of active engagement with these automotive companies. This recent purchase adds to a series of transactions in Harley-Davidson within January 2025, where both buy and sell transactions were conducted by Moore.
Source:
Rep. Moore buys $50K-$100K in Harley-Davidson stock.
Rep. Tim Moore purchases $50K-$100K in Harley-Davidson despite recent sales, engaging actively in the stock market.
Rep. Tim Moore recently purchased $50,001-$100,000 in Harley-Davidson (HOG) stock, following multiple transactions involving both purchases and sales of the same stock earlier in January 2025. This activity is consistent with Moore's trading behavior, showing frequent engagement in the stock market, including similar patterns with Ford (F) stock. This recent purchase is part of Moore's dynamic trading strategy involving Harley-Davidson, highlighting active participation in the stock market.
Source:
CONGRESS TRADE
$PSX
9:03 a.m.
Feb. 20, 2025
Dave McCormick purchases $250K-$500K in PSX shares.
Dave McCormick purchases $250K-$500K in PSX, continuing a recent buying spree in various stocks.
Rep. Dave McCormick reported a purchase of Phillips 66 (PSX) shares valued between $250,001 and $500,000. This is part of a pattern of significant trades, as he has made multiple large purchases recently, including stocks like Athene Holding Ltd and Occidental Petroleum Corp within similar price ranges. McCormick’s recent trading activity includes both purchases and sales, such as his notable sale of Rumble Inc shares, worth between $1,000,001 and $5,000,000. Another congress member, Shelley Moore Capito, also traded PSX, with smaller sales noted. No specific committee oversight related to PSX was mentioned.
Source:
Dave McCormick purchases up to $500K in Occidental Petroleum (OXY).
Rep. Dave McCormick purchased OXY stock, valued between $250,001 and $500,000.
Dave McCormick made a purchase of OXY shares on January 21, 2025, disclosed on February 10, 2025. This large trading action falls in line with his recent pattern of significant transactions in the energy and finance sectors, including purchases of PSX and CG stocks. McCormick's transaction in OXY comes amidst previous trading activity in the stock by other Congress members, such as Tommy Tuberville and Thomas Carper.
Source:
Dave McCormick sells $1-5M in RUM stock.
Dave McCormick sells $1-5M of RUM stock amid active trading in various sectors.
Dave McCormick sold RUM stock valued at $1,000,001 - $5,000,000 on January 16, 2025. Prior to this, McCormick purchased multiple stocks, including OXY and MCD, each valued between $250,001 and $500,000, indicating diverse investment interests. This sale occurred alongside another notable sale of RUM by a Senator with the same name, suggesting potential shared decision-making or coincidence in timing.
Source:
Dave McCormick purchases $250K-$500K in CG shares.
Dave McCormick buys $250K-$500K worth of The Carlyle Group stock.
Dave McCormick purchased shares in The Carlyle Group Inc. valued between $250,001 and $500,000 on January 10, 2025. This aligns with his regular trading pattern, consisting of significant investments across multiple industries. Recent similar trades include investments in Phillips 66 and Occidental Petroleum Corp. McCormick's recent transactions reflect a focus on diverse asset accumulation, with no other recent Congressional purchase activity in CG stock documented since John Hoeven's trade in 2013.
Source:
Dave McCormick buys $250K-$500K in MCD stock.
Dave McCormick's purchase of $250K-$500K in McDonald's Corp stock.
Dave McCormick purchased McDonald's Corp stock valued between $250,001 and $500,000 on January 10, 2025. His recent trading activity also includes multiple large purchases in other companies such as Occidental Petroleum, ARES Capital, and Phillips 66. Previous Congressional trades in McDonald's stock have mostly been sales by other members like Tommy Tuberville and Pete Ricketts' spouse.
Source:
Dave McCormick purchases $250K-$500K in ARCC.
Dave McCormick purchases $250K-$500K in Ares Capital (ARCC).
Dave McCormick purchased shares of Ares Capital Corporation (ARCC) valued between $250,001 and $500,000 on January 17, 2025. This is part of a broader pattern of significant purchases McCormick has made recently, buying stocks like Occidental Petroleum, McDonald's Corp, Phillips 66, Athene Holding, and The Carlyle Group within the same range. Previously, another congressional member, Thomas R. Carper, sold smaller amounts of ARCC in 2022. No additional insights into committee oversight were available for this transaction.
Source:
INSIDER TRADE
$GOOGL
9:02 a.m.
Feb. 20, 2025
Google director Shriram Kavitark Ram sells $3.57M in stock.
Shriram Kavitark Ram has been actively selling shares, with multiple transactions in February 2025.
Shriram Kavitark Ram, a director at Google, sold 19,266 shares at $185.5098 each, totaling $3,574,031.81. He now owns 272,466 shares. Recently, he has been actively selling shares, with several transactions on February 18, 2025, involving over 50,000 shares at prices ranging from $182.49 to $185.50. In the current quarter, Google insiders have disposed of 839,774 shares across 24 transactions, indicating a trend of share sales among insiders.
Source:
9:01 a.m.
Feb. 20, 2025
TYL 2024: Revenue $2.14B (+9.5% YoY), SaaS and transaction-based fees drive growth, strong cash flow supports cloud transition.
Tyler Technologies reported a 9.5% increase in revenue for 2024, reaching $2.14 billion, driven by growth in SaaS and transaction-based fees. The company continues to focus on transitioning to cloud-based solutions, supported by solid cash flow and a solid financial position. Key risks include competition and the challenges of managing fixed-price contracts.
Tyler Technologies experienced a revenue increase in 2024, with total revenues reaching $2.14 billion, up from $1.95 billion in 2023. This growth was primarily fueled by a 22% increase in SaaS revenue and an 11% rise in transaction-based fees, reflecting the company's strategic shift towards subscription-based models. The annualized recurring revenue (ARR) grew by 15% to $1.86 billion, underscoring the stability and predictability of its revenue streams. Operating income also saw a rise, reaching $299.5 million, up from $218.5 million the previous year, driven by improved gross margins and effective cost management. The company maintained a strong cash position, with cash and cash equivalents increasing to $744.7 million, providing ample liquidity to support ongoing investments in cloud infrastructure and product development. However, Tyler Technologies faces challenges from intense competition in the public sector software market and the complexities of managing fixed-price contracts, which could impact profitability if not carefully managed. The company remains committed to expanding its market presence and enhancing its competitive edge through continued innovation and strategic investments.
Source:
EARNINGS CALL
$FOUR
9 a.m.
Feb. 18, 2025
FOUR Q4 2024: $47.9B payment volumes, $405M revenue, $205.9M EBITDA; acquires Global Blue for $2.5B
Shift4 reported record results with end-to-end payment volumes up 49% to $47.9B, gross revenue less network fees up 50% to $405M, and adjusted EBITDA up 51% to $205.9M. The company announced the acquisition of Global Blue for $2.5B, discussed international expansion plans, and outlined ambitions for its unified commerce platform.
Shift4's Q4 achievements include a 49% increase in payment volumes to $47.9 billion and a 50% boost in gross revenue less network fees to $405 million. Adjusted EBITDA grew 51% to $205.9 million, and adjusted free cash flow surged 78% to $134 million. Key wins spanned hospitality, restaurants, and entertainment sectors. The acquisition of Global Blue for $2.5 billion is aimed at enhancing international reach and cross-selling opportunities. Global Blue supports luxury brands and offers VAT tax refunds and dynamic currency conversion. Revenue synergies from this deal are estimated at $80 million by 2027. Shift4's strategic initiatives include a unified commerce platform with strong growth in sectors like nonprofits and gaming. The full-year performance exceeded medium-term guidance with 52% and 36% growth in volumes and gross revenue less network fees respectively. Financial guidance for 2025 projects 21%-33% growth in volumes and 22%-27% in gross revenue less network fees.
Source:
EARNINGS CALL
$IONS
9 a.m.
Feb. 19, 2025
IONS Q4 2024: Revenue $705M, Tringolza launched for FCS, WAYLIVRA sales rise 84%, 2025 guidance $600M.
Ionis begins launch of Tringolza with 84% growth in WAYLIVRA sales; anticipates FDA approval of Donidalorsen for HAE.
Ionis Pharmaceuticals launched Tringolza, the first treatment for familial chylomicronemia syndrome, delivering quickly post-approval with coverage from payers. In Q4 2024, WAYLIVRA showed 84% growth in sales, primarily driven by new patient uptake and switches. Ionis is preparing for upcoming Tringolza indications and launches, including Donidalorsen for hereditary angioedema by late 2025. CEO Brett Monia emphasized Tringolza's first-mover advantage and targeted strategies to expand patient diagnosis and treatment. Key pipeline developments are ongoing, with trials for SHTG, Angelman syndrome, and other conditions advancing. CFO Beth Hougen reported 2024 revenue of $705M, surpassing guidance, and projected over $600M in 2025, mostly from new and growing commercial revenues. "Ionis took major steps becoming fully commercial and is poised for substantial growth and profitability," said Brett Monia, CEO. Ionis aims for sustained revenue growth with multiple launches and regulatory submissions planned.
Source:
EARNINGS CALL
$SEDG
9 a.m.
Feb. 19, 2025
SEDG Q4 2024: Revenue $196.2M, net loss $287.4M, positive free cash flow $26M, strategic turnaround underway
SolarEdge reports Q4 2024 revenue of $196.2M with a net loss of $287.4M, announces strategic priorities for recovery.
SolarEdge reported Q4 2024 revenues of $196.2 million, driven mainly by its solar segment with $189 million. The company faced a GAAP net loss of $287.4 million, reducing from $1.23 billion in Q3 due mainly to impairment and write-downs of $138 million. Free cash flow was positive at $26 million, exceeding forecasts. European channel inventory remains high, affecting sales, but should normalize by the end of Q2 2025. Priorities for 2025 include improving financials, regaining market share, accelerating innovation, and increasing US manufacturing. CEO Shuki Nir notes that recovering market share in Europe and promising US manufacturing growth are key strategies. CFO Ariel Porat highlights cost reductions, including a 400-person headcount cut and 45X tax credit monetizations.
Source:
NEWS
AI
10:02 p.m.
Feb. 19, 2025
Study Finds AI Advances Can Help Prepare for Future Pandemics
A global group of scientists has published a study in Nature outlining how advances in AI can accelerate breakthroughs in infectious disease research and outbreak response. The research highlights AI's potential to transform pandemic preparedness in the next five years.
Source:
Wall Street Closes Higher as Investors Watch Fed Minutes
Major US stock indexes closed in positive territory, with the Nasdaq, Dow, and S&P 500 all ending higher. Investors are closely watching the Federal Reserve minutes for interest rate clues while tracking Q4 earnings.
Source:
10:02 p.m.
Feb. 19, 2025
AI-Picked Stocks for 2025 Show Strong Performance
A list of top 10 AI-picked stocks for 2025 has shown impressive returns, with nine out of ten picks in positive territory and three returning more than 20%. The composed return of the picks is 12.5% on an equally weighted basis, outperforming the S&P 500's 4.2% during the same period.
Source:
10:02 p.m.
Feb. 19, 2025
Jet.AI Inc. Shares Skyrocket After Pivot to Pure AI Solutions Company
Jet.AI Inc. (JTAI) stock surged 45.57% after announcing the sale of its aviation unit to flyExclusive and transitioning to a pure AI solutions company. The strategic pivot resulted in a massive stock price increase as investors reacted positively to the company's renewed focus on artificial intelligence.
Source:
EARNINGS CALL
$WIX
10 p.m.
Feb. 19, 2025
WIX Q4 2024: Bookings $465M up 18% YoY, AI and Studio drive growth, rule of forty-five targeted for 2025
Wix achieved rule of forty milestone in 2024, plans to reach rule of forty-five in 2025, AI tools drive growth
Wix reported bookings growth of 18% YoY, driven by its self-creators and partners business, and exceeded the rule of forty milestone one year ahead of plan. Plans are set to reach the rule of forty-five by 2025. CEO Avishai Abrahami highlighted growth due to the AI product suite, including the AI website builder and monetized AI tools like the AI Site Check. Studio platform was pivotal, with over two million accounts created. CFO Lior Shemesh emphasized margin expansion and free cash flow generation with a revenue growth outlook of 12%-14% for 2025 despite FX headwinds. "We introduced a number of new creation, marketing, and design AI tools last year. Notably, our new generation AI site builder is revolutionizing web creation," said CEO Avishai Abrahami. AI remains central, with plans for continual product innovation in 2025.
Source:
EARNINGS CALL
$ETSY
10 p.m.
Feb. 19, 2025
ETSY Q4 2024: Revenue $852M up, consolidated GMS $3.7B down, Depop grows 32% YoY.
Etsy's Q4 2024 revenue up 1.2% YoY to $852M, GMS down 6.8%, focus on differentiation.
Etsy generated $3.7B in GMS in Q4 2024, reflecting a 6.8% YoY decrease driven by an 8.6% decline in core marketplace GMS. Revenue, however, increased by 1.2% to a record $852 million, due to take rate expansion and improved Etsy ads performance, resulting in a take rate of 22.8%. Adjusted EBITDA reached $251 million, up 6% YoY. Key initiatives include enhancing customer experience with better quality scores and personalization features, shifting marketing strategies to include more connected TV and paid social spending, and using machine learning to improve recommendations and engagement. Despite a decline in active sellers by 10%, Depop exhibited strong growth with a 32% YoY increase in GMS, led by a 60% growth in the US market. For 2025, Etsy aims to leverage the foundational changes of 2024, focusing on quality and differentiation to stimulate GMS growth.
Source:
EARNINGS CALL
$APPN
10 p.m.
Feb. 19, 2025
APPN Q4 2024: Revenue $166.7M (+15%), cloud subscriptions $98.9M (+19%), adj. EBITDA $21.2M
Cloud subscription revenue increased by 19% to $98.9M with an adjusted EBITDA of $21.2M.
Appian's Q4 2024 showed strong growth with cloud subscription revenue up 19% year-over-year to $98.9 million, and total revenue up 15% to $166.7 million. Subscriptions accounted for 82% of total revenue, an increase from last year. The non-GAAP gross margin improved to 80%, the highest since IPO. The positive adjusted EBITDA of $21.2 million significantly exceeded the forecast, attributed to higher margin on-prem revenue and efficient marketing spend. The company is leveraging AI across its platforms, focusing on integrating AI within processes - a strategic position it emphasizes as beneficial, citing examples from clients in the insurance and medical sectors. For 2025, Appian guides cloud subscription growth between 12-14% for Q1 and full-year growth of 14%, with an adjusted EBITDA target between $38 million and $42 million. Concerns remain about uncertainties in U.S. federal spending, but the company stays optimistic about new opportunities through AI process synergy and incremental upselling in its tiered pricing structure. "Real productive AI is... just going to where the work already is and improving how we handle it," stated CEO Matt Calkins on the practical integration of AI.
Source:
EARNINGS CALL
$ADI
10 p.m.
Feb. 19, 2025
ADI Q1 2025: Revenue $2.42B slightly down YoY, EPS $1.63 surpasses forecast, optimistic outlook
ADI Q1 2025: Revenue $2.42B slightly down YoY, EPS $1.63 surpasses forecast, optimistic outlook
Analog Devices reported Q1 2025 revenue of $2.42 billion, surpassing guided midpoint despite a 4% YoY decline, credited to an extra week in Q1 2024. EPS reached $1.63, at the high end of guidance, supported by improved product mix translating to a 68.8% gross margin. Automotive and industrial sectors - notably test and aerospace - showed resilience, each up sequentially; wireline communications led growth, contrasting ongoing wireless weakness, while seasonal decline marked consumer. CEO Vincent Roche cited normalized inventories and eased booking trends as indicating a cyclical trough passed, forecasting 2025 growth. ADI's strategy involved enhancing manufacturing techniques for customer demands, including recent double-density automation products and embedded solutions in sectors like surgical robotics, wearables, and power systems for AI. CFO Richard Puccio highlighted a robust balance sheet and ongoing capital return program, with $11.5B authorized for share buybacks, and pointed to rising orders into Q2, with expected revenue at $2.5B, yielding a stable 40.5% operating margin.
Source:
NEWS
AI
5:03 p.m.
Feb. 19, 2025
U.S. Senators Press Google on AI Commitments
Senators Markey, Merkley, and Welch have questioned Google about changes to its AI commitments, highlighting ongoing concerns about AI regulation and ethical practices in the tech industry.
Source:
NEWS
TECH
5:03 p.m.
Feb. 19, 2025
Meta Announces World's Longest Subsea Cable Project
Meta has unveiled Project Waterworth, an ambitious plan to build the world's longest subsea cable connecting five continents. This multi-billion dollar investment aims to strengthen global digital infrastructure and support AI innovation.
Source:
NEWS
TECH
5:03 p.m.
Feb. 19, 2025
Global AI Chip Market Expected to Reach $501.97 Billion by 2033
The global AI chip market, valued at $39.27 billion in 2024, is projected to grow to $501.97 billion by 2033. This surge is driven by increased adoption of AI technologies across various sectors and the rise of generative AI applications.
Source:
NEWS
AI
5:03 p.m.
Feb. 19, 2025
China Reaches 250 Million Generative AI Users
China has hit a milestone of 250 million generative AI users, signifying rapid adoption and development of AI technologies in the country. This achievement highlights the growing competition between the U.S. and China in the AI sector.
Source:
Trump Proposes 25% Tariffs on Auto, Chip, and Pharma Imports
President Trump is considering imposing 25% tariffs on imported automobiles, semiconductors, and pharmaceutical products. The proposal could significantly impact U.S. trade and has caused stock futures to trend lower as investors evaluate potential economic consequences.
Source:
CONGRESS TRADE
$HOG
5:02 p.m.
Feb. 19, 2025
Tim Moore purchases $50K-$100K in HOG stock.
Rep. Tim Moore purchases $50K-$100K in Harley-Davidson (HOG) stock.
Rep. Tim Moore purchased Harley-Davidson (HOG) stock valued between $50,001 and $100,000. Moore has been actively trading in HOG with several purchases and sales recently, indicating a pattern of frequent transactions in this stock. There is no available information on committee assignments that would directly relate to oversight of the automotive industry.
Source:
Rep. Tim Moore buys $15-50K in Harley-Davidson shares.
Rep. Tim Moore purchases $15-50K of HOG; recent trading shows an interest in automotive stocks.
Rep. Tim Moore purchased $15,001-$50,000 in Harley-Davidson (HOG) stock as of 2025-01-29. Moore has been actively trading HOG, with several purchases and sales within January 2025. His trading pattern shows a focus on the automotive sector, with similar substantial trades in Ford (F) stocks.
Source:
Rep. Moore purchases up to $100K in Harley-Davidson stock.
Rep. Moore conducts a $50K-$100K purchase in Harley-Davidson stock, with previous frequent trades in the company.
Rep. Tim Moore engaged in a stock purchase of $50,001 to $100,000 in Harley-Davidson Inc (HOG) as disclosed in February 2025. In Moore's recent trading activity, he has repeatedly traded HOG stocks in both purchase and sale transactions within the same month, January 2025. This is part of a broader pattern where Moore has engaged in frequent trading activities, including transactions involving Ford Motor Co as well. His latest purchase continues his active trading history with Harley-Davidson, characterized by both buying and selling actions.
Source:
Rep. Tim Moore buys $50K-$100K in Ford stock.
Rep. Tim Moore purchases $50,001-$100,000 in Ford stock.
Rep. Tim Moore's trading history shows active trading in Ford stock, including recent sales and purchases. The recent purchase adds to multiple Ford transactions disclosed. Additionally, there has been consistent trading in Ford within Congress, with purchases by other members like Ro Khanna and Gil Cisneros in smaller amounts.
Source:
INSIDER TRADE
$GOOGL
5:01 p.m.
Feb. 19, 2025
Google VP sells $529K in stock.
Amie Thuener O'Toole has been consistently selling shares over the past months.
Amie Thuener O'Toole, VP and Chief Accounting Officer at Google, sold 2,824 shares at $187.43 each, totaling $529,302.32. She now holds 15,024 shares. This sale follows her recent pattern of selling shares, with previous transactions on February 3 and January 15, where she sold 1,340 and 2,834 shares respectively. In the current quarter, Google insiders have disposed of 783,884 shares across 15 transactions, while acquiring 1,494,792 shares in 5 transactions.
Source:
EARNINGS CALL
$TWLO
5 p.m.
Feb. 13, 2025
Twilio Q4 2024: Revenue $1.195B, up 11% YoY, first-ever GAAP operating profit, free cash flow $93M
Twilio Q4 2024: Revenue $1.195B, up 11% YoY, first-ever GAAP operating profit, free cash flow $93M
Twilio delivered double-digit revenue growth in Q4 2024, reaching $1.195 billion, an 11% increase year over year. This quarter marked the first time Twilio achieved GAAP operating profitability, reporting $14 million in GAAP income from operations and $96 million in non-GAAP income. Free cash flow was recorded at $93 million. The communications segment saw revenue growth of 12%, with strong performance in messaging, email, and voice. Segment business saw a slight decline in revenue by 1% to $74 million but had notable deals signed, including a record deal with a major financial services firm. The dollar-based net expansion rate was at 106%, indicating improved customer retention and increased sales across product offerings. Despite operating amidst a macroeconomic environment planned at a neutral stance, Twilio attributes its performance to innovative product launches, strong customer engagement, and effective expense management. The company is focused on sustaining double-digit growth and expects a revenue increase of 8-9% in Q1 2025. CEO Khozema Shipchandler highlighted plans to further leverage AI, with significant growth seen from AI startups utilizing Twilio's services. CFO Aidan Viggiano noted anticipated Q1 growth is driven by ongoing strong execution and efficient cost management, guiding to a year-end revenue of $4.458 billion, up 9% year over year.
Source:
NEWS
TECH
1:02 p.m.
Feb. 19, 2025
Ardent Health CEO Optimistic About AI in Healthcare
Marty Bonick, CEO of Ardent Health, expressed optimism about AI's potential in healthcare at the ViVE 2025 conference. Ardent is implementing AI in various areas, including virtual nursing, while taking a cautious approach to AI-supported clinical decisions.
Source:
NEWS
AI
1:02 p.m.
Feb. 19, 2025
Generative AI's Impact on Workforce Geography Differs from Previous Technologies
A Brookings report suggests that generative AI's impact on the workforce will likely differ from previous technologies, with big-city information workers potentially gaining the most benefit and facing the most significant challenges. The analysis indicates that over 30% of workers could see at least 50% of their occupational tasks affected by ChatGPT-4.
Source:
1:02 p.m.
Feb. 19, 2025
Microchip Launches AI-Powered Coding Assistant for Embedded Development
Microchip Technology introduced the MPLAB AI Coding Assistant, an AI-powered tool designed to streamline software development for embedded systems. The new assistant aims to improve efficiency and accuracy in coding for embedded applications.
Source:
CONGRESS TRADE
$GOOGL
1:02 p.m.
Feb. 19, 2025
Rep. Bresnahan sells $50K-$100K in GOOGL stock.
Rep. Bresnahan sold between $50,001 and $100,000 in GOOGL stock.
Rep. Rob Bresnahan sold GOOGL stock amounting to a value between $50,001 and $100,000 on January 21, 2025. This sale is part of a pattern of transactions involving various stocks, mostly sales, as indicated by his recent disclosures. Within Congress, GOOGL has been a relatively active trades stock, with several sales reported by Reps. Gottheimer, Pelosi, McCaul, and others in the same period.
Source:
1:01 p.m.
Feb. 19, 2025
ANET 2024: Revenue $7.0B (+19.5% YoY), AI Ethernet market expansion, high product demand.
Arista Networks reported a 19.5% increase in revenue for 2024, reaching $7.0 billion, due to high demand for its switching and routing platforms and expansion in the AI Ethernet market. The company faces challenges such as supply chain management and technological adaptation.
Arista Networks experienced substantial growth in 2024, with revenue reaching $7.0 billion, a 19.5% increase from the previous year. This growth was driven by demand for its switching and routing platforms, especially in the AI Ethernet market. The introduction of new products and expanded use cases led to increased customer trials and contracts with acceptance periods. Despite the positive revenue growth, Arista faces challenges such as supply chain complexities and the need to adapt to rapid technological changes. The company is managing risks associated with expansion into new markets, including AI networking and cloud services. Arista's ability to maintain its competitive edge will depend on its innovation capacity and meeting evolving customer needs while managing operational and regulatory challenges.
Source:
EARNINGS CALL
$CDNS
1 p.m.
Feb. 18, 2025
CDNS Q4 2024: Revenue $1.356B with 13.5% annual growth, record $6.8B backlog, AI portfolio expansion strong.
Cadence reported 13.5% revenue growth for 2024, achieving $1.356B in Q4 revenue and $5.97 non-GAAP EPS; strong AI-driven portfolio performance with record $6.8B backlog.
In Q4 2024, Cadence reported revenue of $1.356 billion, leading to an annual figure of $4.641 billion with a 13.5% growth rate. This was supported by a record backlog of $6.8 billion. The company achieved a non-GAAP operating margin of 46% for the quarter and 42.5% for the year, and non-GAAP EPS of $1.88 for Q4 with $5.97 for the entire year. CFO John Wall noted enhanced customer demand, with product enhancements contributing to strong revenue. CEO Anirudh Devgan emphasized the growth driven by AI integration in products like Cadence Cerebrus and collaborations with leaders like NVIDIA. For 2025, Cadence expects revenue between $5.14 billion and $5.22 billion and non-GAAP EPS between $6.65 and $6.75. Recent China market performance saw a decline over the past year, positioning Cadence to anticipate flat year-over-year revenue from this region as guided. However, outside China, demand remained robust. The company plans to use 50% of free cash flow for share repurchases in 2025. Devgan highlighted increasing AI adoption across infrastructure phases, expecting escalation in hardware and IP growth, despite caution with the China market. "Our design activity is picking up, especially in areas like automotive," said Devgan, pointing to engagement in multi-Chiplet architectures as a key driver.
Source:
EARNINGS CALL
$ANET
1 p.m.
Feb. 18, 2025
ANET Q4 2024: Revenue $1.93B, up 25%, EPS $0.65, 19.5% annual growth, AI/cloud driven
Arista Networks surpasses expectations in Q4 2024 with a 19.5% annual revenue growth driven by strong AI and cloud demand; Q4 revenue at $1.93B, non-GAAP EPS at $0.65.
Arista Networks reported Q4 2024 revenues of $1.93 billion, up 25.3% year-over-year, exceeding their guidance range. The annual revenue for 2024 increased by 19.5%, primarily driven by generative AI and cloud demand, totaling $7 billion. Non-GAAP EPS was reported at $0.65, reflecting the recent 4-to-1 stock split, and a non-GAAP operating margin of 47.5%. Other highlights include strong performance in the Americas at 84% of Q4 revenue, while international contributed 16%. Cloud and AI represented approximately 48% of annual revenue, with significant contributions from enterprise and financial sectors at approximately 35%. The company aims to reach $1.5 billion in AI related revenue by 2025, including $750 million from AI back-end clusters. CEO Jayshree Ullal highlighted the successful deployment in routing, edge, and peering use cases and noted the significant milestones of surpassing $1 billion in the software and subscription service category for the first time. CFO Chantelle Breithaupt noted that operating income for the quarter was $907.1 million, or 47% of revenue, and the effective tax rate was adjusted at 16.7%. The Q1 2025 revenue guidance is set between $1.93 billion to $1.97 billion. "2024 has been a pivotal turning point for Arista," commented Jayshree Ullal, CEO.
Source:
NEWS
AI
9:03 a.m.
Feb. 19, 2025
OpenAI Announces Unified GPT-5 Release with Enhanced Capabilities
OpenAI has announced plans to merge its o3 mini and Deep Research tools into a unified GPT-5 release. The new model will incorporate voice, canvas, search, deep research, and more, with different intelligence levels available for various subscription tiers.
Source:
9:03 a.m.
Feb. 19, 2025
Meta Announces First Generative AI Developer Conference 'LlamaCon'
Meta Platforms (META) has announced its first generative AI developer conference, 'LlamaCon,' to be held on April 29. This event comes as Meta intensifies its AI development efforts, particularly focusing on its open-source Llama project, in response to advancements by Chinese AI startups.
Source:
CONGRESS TRADE
$AAPL
9:03 a.m.
Feb. 19, 2025
Rep. McCaul's spouse sells $50K-$100K in AAPL stock.
Rep. Michael McCaul's spouse sells $50K-$100K in AAPL; McCaul serves on the Foreign Affairs Committee which does not oversee tech companies.
Rep. Michael McCaul, representing Texas's 10th district, reported a sale of Apple Inc. (AAPL) stock, owned by his spouse, valued between $50,001 and $100,000. This is consistent with his recent pattern of trading in AAPL, having made multiple sales in recent months. Other members, including Rep. Marjorie Taylor Greene and Nancy Pelosi, have also reported recent trades involving AAPL, indicating active trading interest in the stock within Congress.
Source:
Rep. McCaul sells $50K-$100K in HUM stock.
Rep. McCaul sells $50K-$100K of HUM stock, a health care sector company.
Rep. Michael McCaul disclosed selling between $50,001 and $100,000 of Humana Inc stock, owned by his spouse. McCaul's recent trading activity in HUM shows both purchases and sales within a similar range. The trade is part of McCaul's broader activity involving frequent transactions across various stocks, including similar transactions in other significant companies like UnitedHealth (UNH) and Amazon (AMZN).
Source:
Rep. McCaul sells up to $100K in CHTR stocks.
Rep. McCaul's spouse sells CHTR stock valued up to $100K.
Rep. Michael McCaul disclosed a sale of Charter Communications Inc. (CHTR) stock by his spouse valued between $50,001 and $100,000. Notably, McCaul's spouse has consistently sold CHTR stock over recent months, with similar transactions in November 2024 and multiple sales earlier. There is no further context about any committee oversight related to this trade.
Source:
Rep. McCaul purchases $50K-$100K in ANET stock.
Rep. McCaul purchases $50K-$100K in Arista Networks stock.
Rep. Michael McCaul's spouse purchased Arista Networks (ANET) stock valued between $50,001 and $100,000. McCaul's recent trading history shows frequent transactions in the same stock, indicating a pattern of both buying and selling ANET over time. Currently, there is no specific information available about Rep. McCaul's committee assignments that would relate to Arista Networks or its industry sector.
Source:
Rep. Michael McCaul's spouse sells up to $100K in Chevron stock.
Rep. McCaul's spouse sells between $50,001 and $100,000 in Chevron stock.
The recent trade by Rep. Michael McCaul's spouse involves a sale of Chevron Corp stock valued between $50,001 and $100,000. McCaul has a history of transactions in Chevron, including both sales and purchases involving his spouse. Previously, McCaul’s spouse purchased Chevron stock on multiple occasions and there were also significant sale transactions in 2024 and early 2025. Other Congress members such as Rob Bresnahan and Jared Moskowitz have also recently traded Chevron stock, generally in lower amounts compared to McCaul's reported transactions.
Source:
Rep. McCaul's spouse purchases up to $5M in RFRAX.
Rep. McCaul's spouse purchases between $1M-$5M in Columbia Floating Rate Fund.
Rep. Michael McCaul's spouse made a significant purchase in the Columbia Floating Rate Fund (RFRAX), totaling between $1,000,001 and $5,000,000. This is one of the larger trades by amount in his recent trading history, which includes a mix of purchases and sales across different industries. There is no specific committee oversight mentioned related to this fund.
Source:
CONGRESS TRADE
$OXY
9:03 a.m.
Feb. 19, 2025
Dave McCormick purchases up to $500K in Occidental Petroleum (OXY).
Dave McCormick purchases up to $500K in OXY.
Dave McCormick disclosed a purchase of Occidental Petroleum stock valued between $250,001 and $500,000. In McCormick's recent trading history, there was a similar investment range seen with various stocks including Athene Holding and McDonald's Corp. Previous transactions in OXY by other members, like Tommy Tuberville, show both purchases and sales in smaller amounts.
Source:
Dave McCormick sells RUM shares worth $1M-$5M.
Dave McCormick sold $1M-$5M worth of RUM stock.
Dave McCormick sold a significant amount of RUM shares ($1,000,001 - $5,000,000) on January 16, 2025, as part of his broader trading activities which include purchases in other stocks like OXY and ARCC. In recent trading history, another trade in RUM by David H. McCormick also reported a full sale of $1,000,001 - $5,000,000 on the same day.
Source:
Dave McCormick purchases $250K-$500K in McDonald's Corp stock.
Dave McCormick purchases $250K-$500K in MCD stock.
Dave McCormick purchased McDonald's Corp stock valued between $250,001 and $500,000 on January 10, 2025. His recent trades include several substantial purchases in various sectors such as Occidental Petroleum and Ares Capital, with consistent investment amounts. In recent history, McDonald's has seen purchases and sales by various Congress members, including Tommy Tuberville and Sheldon Whitehouse, showing a mixture of interest.
Source:
Dave McCormick purchases $250K-$500K in CG.
Dave McCormick acquires between $250K-$500K in The Carlyle Group Inc.
Dave McCormick made a purchase of $250,001 to $500,000 in The Carlyle Group Inc (CG). This acquisition is part of a recent pattern of substantial investments, including purchases of stocks such as Occidental Petroleum Corp and McDonald's Corp within the same period. The only other recent significant purchase of CG stock by a congress member was in 2013 by John Hoeven. McCormick's involvement in various sectors through recent trades suggests a diverse investment strategy.
Source:
Dave McCormick purchases $250K-$500K in ARCC.
Rep. Dave McCormick buys $250K-$500K in ARCC with no known relevant committee oversight.
Dave McCormick disclosed a purchase of Ares Capital Corporation (ARCC) valued between $250,001 and $500,000 on January 17, 2025. This transaction is part of a series of recent trades by McCormick, including significant investments in companies such as Occidental Petroleum Corp and Athene Holding Ltd, with similar investment amounts. Historical Congress trading data for ARCC includes other members like Thomas R. Carper, who had smaller trades in past years.
Source:
Dave McCormick purchases $250K-$500K in ATH stock.
Dave McCormick purchases $250K-$500K of Athene Holding Ltd (ATH).
Dave McCormick purchased between $250,001 and $500,000 worth of shares in Athene Holding Ltd (ATH) on January 16, 2025. McCormick's recent trading history shows multiple significant purchases including companies like Occidental Petroleum Corp and McDonald's Corp within the same relative price range. There are no other recent Congress trades reported in Athene Holding Ltd.
Source:
9:02 a.m.
Feb. 19, 2025
CFLT 2024: Revenue $963.6M (+24% YoY), Subscription growth strong, Cloud platform expansion continues.
Confluent reported a 24% increase in revenue for 2024, reaching $963.6 million, driven by strong subscription growth. The company continues to expand its cloud platform, contributing to a higher subscription revenue mix. Despite macroeconomic challenges, Confluent is focused on strategic growth and market expansion.
Confluent's 2024 financial performance was marked by a significant 24% increase in total revenue, reaching $963.6 million, compared to $777.0 million in 2023. This growth was primarily fueled by a 26% rise in subscription revenue, which accounted for 96% of total revenue. The company's cloud platform, Confluent Cloud, played a pivotal role, contributing 51% to the subscription revenue, up from 45% the previous year. Despite a decrease in services revenue, Confluent's gross profit improved by 29%, with a total gross margin of 73%. The company faced challenges from macroeconomic conditions, including high inflation and geopolitical tensions, which impacted customer spending patterns. However, Confluent's strategic focus on expanding its customer base and enhancing its data streaming platform capabilities has positioned it well for future growth. The company also highlighted the importance of maintaining product leadership and expanding its international presence, with 40% of revenue coming from international markets. Confluent's commitment to innovation and customer-centric strategies continues to drive its market expansion efforts.
Source:
9:01 a.m.
Feb. 19, 2025
CSCO Q2: Revenue $13.99B (+9% YoY), Security and Observability growth thriving, Splunk acquisition enhances performance
Cisco's second quarter of fiscal 2025 saw a 9% increase in total revenue, reaching $13.99 billion, driven by growth in Security and Observability products, largely due to the Splunk acquisition. Despite a challenging macroeconomic environment, Cisco continues to invest in key areas like AI and cybersecurity to drive long-term growth. However, net income decreased by 8% due to increased operating expenses and higher amortization costs.
Cisco's second quarter of fiscal 2025 reported a total revenue of $13.99 billion, marking a 9% increase compared to the same period last year. This growth was primarily fueled by a significant rise in Security product revenue, which surged by 117%, and Observability, which increased by 47%, both benefiting from the integration of Splunk. The company's gross margin improved slightly, reflecting productivity gains and a favorable product mix, although these were partially offset by pricing pressures and increased amortization of purchased intangibles. Despite these positive revenue trends, Cisco's net income fell by 8% to $2.43 billion, impacted by higher operating expenses, including those related to the Splunk acquisition, and restructuring charges. The company remains focused on innovation and strategic investments in AI, cloud, and cybersecurity, aiming to enhance its competitive position and support digital transformation for its customers. However, Cisco faces ongoing challenges from supply chain constraints, geopolitical tensions, and the need to manage its debt levels effectively.
Source:
EARNINGS CALL
$HIMX
9 a.m.
Feb. 13, 2025
HIMX Q4 2024: Revenue $237.2M (+6.7% QoQ), EPS $0.14 beats guidance, strong automotive sales
Himax exceeded guidance with Q4 2024 revenue at $237.2M (+6.7% QoQ), gross margin at 30.5%, and EPS at $0.14, driven by strong automotive and non-driver sales.
Himax Technologies reported Q4 2024 revenue of $237.2 million, surpassing guidance of a potential decline or flat performance. This represents a 6.7% sequential increase and a 4.2% year-over-year rise. Gross margin increased to 30.5%, exceeding the previous quarter's 30%. EPS stood at $0.14, above guidance of $0.09 to $0.11. Automotive IC sales grew nearly 20% year-over-year in 2024 and accounted for 50% of Q4 revenue, with TDDI innovations gaining traction. Large display drivers saw an 18.6% drop due to destocking and Chinese price competition. Non-driver revenue rose 24.9% QoQ. Operating expenses fell 19.1% QoQ due to reduced employee bonuses. Himax forecast Q1 2025 revenue to decline 8.5-12.5% sequentially, but expects a 26%-54% YoY profit increase, with gross margins around 30.5%. CEO Jordan Wu highlighted continued innovation and partnerships in automotive IC and AI sensing solutions.
Source:
Super Micro Computer Surges on AI Server Deal Hopes
Super Micro Computer (SMCI) shares soared, becoming the top performer in the S&P 500 this year. The surge is driven by expectations of potential large AI server deals, following reports of similar contracts for Dell and HPE.
Source:
S&P 500 Sets Record High as Stocks Rally in Late Trading
The S&P 500 reached a new record high as stocks rallied in late trading on Tuesday. Major tech companies like Apple, Nvidia, Microsoft, Alphabet, Amazon, and Tesla saw gains in premarket trading.
Source:
EARNINGS CALL
$AMAT
10 p.m.
Feb. 13, 2025
AMAT Q1 2025: Revenue $7.2B up 7% YoY, EPS $2.38 up 12%, Foundry logic +20%
Q1 2025 revenue at $7.2B, up 7% YoY, EPS at $2.38 up 12% YoY, driven by foundry logic and services growth, China trade rules impact $400M.
Applied Materials reported a revenue of $7.2 billion for Q1 2025, marking a 7% increase from the previous year. The growth was driven primarily by a 20% increase in foundry logic sales despite expected declines in DRAM sales. Non-GAAP EPS rose by 12% to $2.38, supported by a higher gross margin of 48.9%, up 100 basis points year-over-year. Services revenue also grew by 8%, although partially offset by declines in 200mm equipment sales. The company faces a $400 million revenue impact in fiscal 2025 due to new trade restrictions affecting sales to China, with nearly half of this expected in Q2. Looking forward, Applied sees growth in NAND from low levels, but a more cautious outlook for ICAPS markets following recent spending. The company maintains a strong outlook for high-velocity co-innovation and its advantages in the advanced packaging and semiconductor systems space. CFO Brice Hill emphasized, "We remain confident in our growth opportunities across all business segments."
Source:
5:02 p.m.
Feb. 18, 2025
Amdocs Launches New Generative AI Suite for Communications Industry
Amdocs has announced amAIz Suite, a comprehensive offering designed to break down data silos and unlock the full potential of Generative AI for communications service providers. The suite aims to transform business, network, and operations in the communications industry.
Source:
NEWS
AI
5:02 p.m.
Feb. 18, 2025
U.S. Federal and State Governments Move to Restrict DeepSeek AI
U.S. officials are taking swift action to restrict the use of DeepSeek, a Chinese AI startup, due to national security concerns. A bipartisan bill has been introduced to ban DeepSeek from government devices, while agencies like the Department of Defense and NASA have already prohibited its use.
Source:
CONGRESS TRADE
$HOG
1:02 p.m.
Feb. 18, 2025
Tim Moore purchases $50K-$100K in HOG shares.
Tim Moore purchases $50,001-$100,000 in Harley-Davidson stock amid personal trading history in HOG.
Tim Moore has been actively trading Harley-Davidson (HOG) stock, with several recent purchases and sales including one for $50,001-$100,000 on January 29, 2025. His trading history shows a pattern of buying and selling in both Harley-Davidson and Ford stocks over a short period, with multiple transactions occurring in January 2025.
Source:
Rep. Tim Moore purchases up to $100K in Ford stock.
Rep. Tim Moore buys Ford stock amid repeated transactions in the company this year.
Rep. Tim Moore has made multiple transactions in Ford stock, including recent purchases ranging from $15K to $100K and sales up to $250K. This pattern indicates active trading in Ford by Moore. Congress members, including Ro Khanna and Bob Gibbs, have also engaged in several Ford trades, reflecting consistent interest in the company across Congress.
Source:
Rep. Tim Moore purchases $50K-$100K in Harley-Davidson stock.
Rep. Tim Moore purchases $50,001 - $100,000 worth of Harley-Davidson (HOG) stock.
Rep. Tim Moore has been active in trading Harley-Davidson stock, with multiple purchases and sales in January 2025, including a notable purchase on January 29th for $50,001 - $100,000. This recent activity is part of a pattern of trades, with earlier transactions involving both purchases and sales in different amounts. No specific oversight committee involvement is mentioned for Tim Moore in relation to Harley-Davidson.
Source:
Rep. Tim Moore purchases $15,001-$50,000 in Harley-Davidson Inc stock.
Rep. Tim Moore purchases $15,001-$50,000 in Harley-Davidson Inc stock on January 30, 2025.
Rep. Tim Moore has demonstrated a notable trading pattern with Harley-Davidson Inc (HOG), engaging in multiple transactions in January 2025 including both purchases and sales within the range of $15,001 to $500,000. His recent buy on January 30, 2025, continues this trend, following previous purchases and sales of HOG stock earlier in the same month. The trading activity displays a consistent interest in both HOG and Ford (F) stocks.
Source:
Rep. Tim Moore buys $15K-$50K in Harley-Davidson stock.
Rep. Tim Moore purchases $15K-$50K in Harley-Davidson shares, consistent with recent trades in the same stock.
Rep. Tim Moore executed a purchase of Harley-Davidson Inc stock valued at $15,001-$50,000 on January 30, 2025. Moore has a notable trading history with Harley-Davidson, involving multiple transactions within the same month, including both purchases and sales. This is part of a series of trades by Moore in both Harley-Davidson and Ford stocks, without capital gains over $200 reported for these transactions.
Source:
Rep. Tim Moore purchases $15K-$50K in Harley-Davidson stock.
Rep. Tim Moore purchased $15K-$50K in Harley-Davidson stock.
Rep. Tim Moore made a purchase of Harley-Davidson stock valued between $15,001 and $50,000. This transaction was disclosed along with several other trades he conducted in January 2025, including multiple purchases and sales of both Harley-Davidson and Ford Motor Co stocks. His trading history shows frequent activity in these stocks within a short period, indicating a pattern of active trading in the automotive sector.
Source:
Rep. Tim Moore sells up to $250K in Harley-Davidson Inc shares.
Rep. Tim Moore sold Harley-Davidson Inc stock valued between $100,001 and $250,000.
Tim Moore has been actively trading Harley-Davidson stock throughout January 2025, with several purchases and sales. This sale of up to $250K follows a series of transactions in HOG ranging from $15,001 to $500,000. Moore has consistently traded this stock over the past month, reflecting a dynamic trading pattern. This activity is part of broader interest in Harley-Davidson within Congress, with multiple disclosure entries related to the stock.
Source:
Rep. Tim Moore sells up to $500K in Harley-Davidson stock.
Rep. Tim Moore sells significant stake in Harley-Davidson.
Rep. Tim Moore executed a large sale of Harley-Davidson stock valued between $250,001 and $500,000 on January 7, 2025. This sale is part of a broad set of transactions involving Harley-Davidson, including both purchases and sales throughout January 2025, indicating frequent trading activity in this stock. Overall, Moore’s trading in Harley-Davidson during this period shows a mix of both high-value purchases and sales.
Source:
Rep. Tim Moore invests $50K-$100K in Harley-Davidson stock with recent purchase.
Rep. Tim Moore purchases $50K-$100K in Harley-Davidson stock.
Rep. Tim Moore executed a purchase of Harley-Davidson stock valued between $50,001 and $100,000 on January 29, 2025. This trade is part of a pattern of recent activity in Harley-Davidson, including multiple purchases and sales in January 2025, indicating frequent trading of this stock. The interests in Harley-Davidson are active, but there is no committee context provided to link this trade to any potential oversight role.
Source:
Rep. Tim Moore sells up to $100K in Ford stock.
Rep. Tim Moore sells $50K-$100K in Ford stock, previously active in trading Ford shares.
Rep. Tim Moore executed a sale of Ford Motor Co stock valued between $50,001 and $100,000. In the past couple of months, Moore has been active in trading Ford shares, with both purchases and sales of varying amounts, indicating a pattern of frequent trading in the stock. His latest sale continues this pattern of active engagement in Ford's stock market activity.
Source:
Rep. Tim Moore sells up to $250K in Ford shares.
Rep. Tim Moore executed a sale transaction of Ford stock valued between $100,001 and $250,000.
Tim Moore has actively traded Ford stock recently, with both purchases and sales, reflecting significant activity in his portfolio related to this asset. The latest sale aligns with his trading activity of buying shares in early January and selling later in the month. There is consistent trading in Ford shares among various Congress members.
Source:
CONGRESS TRADE
$ATH
1:01 p.m.
Feb. 18, 2025
Dave McCormick purchases $250K-$500K in ATH.
Dave McCormick purchases $250K-$500K in Athene Holding Ltd.
Dave McCormick purchased shares of Athene Holding Ltd valued between $250,001 and $500,000 on January 16, 2025, the same disclosure date as his other trades. He has shown a consistent pattern of large purchases in different stocks within the same range, with this trade being his only recent activity in ATH.
Source:
Dave McCormick buys $250K-$500K in The Carlyle Group.
Dave McCormick purchases $250K-$500K in CG; recent pattern shows multiple large purchases.
Dave McCormick disclosed a purchase of $250,001 to $500,000 in The Carlyle Group Inc. on January 10, 2025. This is in line with McCormick's recent trading pattern of multiple large purchases, including Occidental Petroleum, ARES Capital, and McDonald's, all in the same $250K-$500K range. Recent congressional trading in CG includes a previous purchase by Senator John Hoeven in 2013.
Source:
Dave McCormick sells $1M-$5M in RUM stock.
Dave McCormick sells $1M-$5M in RUM stock.
Dave McCormick sold RUM stock valued between $1,000,001 and $5,000,000 on January 16, 2025. He has a varied trading pattern with recent purchases in different sectors like energy and consumer goods. Congress trading in RUM stock includes large sales by multiple members, showing notable activity around the same period.
Source:
Dave McCormick acquires up to $500K in McDonald's stock.
Dave McCormick purchases $250,001-$500,000 in McDonald's stock.
Dave McCormick purchased McDonald's (MCD) shares valued between $250,001 and $500,000 on January 10, 2025. This follows a recent pattern of significant purchases, including Phillips 66 and The Carlyle Group. Other recent McDonald's trades include sales by Tommy Tuberville and Pete Ricketts' spouse. McCormick's focus on large-scale purchases suggests a strategic investment approach across various sectors.
Source:
Rep. Dave McCormick buys $250K-$500K in ARCC.
Rep. Dave McCormick purchases $250,001-$500,000 in Ares Capital Corporation (ARCC).
Rep. Dave McCormick reported a purchase between $250,001 and $500,000 in ARCC on January 17, 2025. This follows a pattern of significant trades including purchases in McDonald's, Phillips 66, The Carlyle Group, and Occidental Petroleum. The only other recent Congress involvement in ARCC was several transactions by Sen. Thomas Carper's spouse who had partial sales in previous years reaching up to $15,000.
Source:
Dave McCormick purchases $250K-$500K in PSX stock.
Dave McCormick purchases up to $500K in Phillips 66 stock.
Dave McCormick's recent purchase of Phillips 66 stock valued between $250,001 and $500,000 adds to his pattern of high-value transactions in energy and holding sectors, including recent purchases in Occidental Petroleum and Athene Holding. McCormick's activity features consistent high-range acquisitions, indicating a strategic investment approach. Other recent Congress trades in PSX include sales by Shelley Moore Capito's spouse, highlighting mixed activity in this stock among members.
Source:
INSIDER TRADE
$LANC
1:01 p.m.
Feb. 18, 2025
LANC CEO David Ciesinski sells $3.25M in stock.
CEO David Ciesinski's recent sale follows a pattern of insider sales at LANC.
David Ciesinski, President and CEO of LANC, sold 17,000 shares at $191.19 each, totaling $3,250,230. He now owns 54,644 shares. This transaction is part of a series of sales by Ciesinski, including a previous sale of 7,926 shares at $210.0073 in November 2022. The current quarter shows 9 acquired transactions with no disposed transactions, indicating a focus on acquisitions among insiders, though Ciesinski's activity contrasts this trend with his recent sales.
Source:
INSIDER TRADE
$SSII
1:01 p.m.
Feb. 18, 2025
SSII CEO Sudhir Srivastava sells $1.7M in stock.
Sudhir Srivastava has been actively selling shares, with multiple sales in recent months.
Sudhir Srivastava, CEO and 10% owner of SSII, sold 1,250,000 shares at $1.372 each, totaling $1,715,000. This transaction is part of a series of sales, with recent transactions including sales of 1,822,216 shares on January 31, 1,093,294 shares on January 29, and 3,644,315 shares on December 31. In the current quarter, there have been 3 disposed transactions totaling 2,915,451 shares, indicating a pattern of consistent selling activity.
Source:
NEWS
AI
9:02 a.m.
Feb. 18, 2025
Elon Musk Unveils Grok-3 AI Chatbot to Challenge OpenAI and DeepSeek
Elon Musk's xAI has introduced Grok-3, claiming it outperforms competitors like OpenAI's GPT-4o, Google Gemini, and DeepSeek V3 in math, science, and coding. xAI is seeking $10 billion in funding, while OpenAI aims for up to $40 billion, indicating massive capital influx in AI.
Source:
CONGRESS TRADE
$PROSY
9:02 a.m.
Feb. 18, 2025
Rep. McCaul's spouse sells $50K-$100K in PROSY stock.
Rep. McCaul's spouse executes a sale of Prosus NV for $50K-$100K.
Rep. Michael McCaul's spouse sold Prosus NV (PROSY) stock valued between $50,001 and $100,000 on January 9, 2025. McCaul has a history of buying and selling PROSY stock, with both purchase and sale transactions occurring regularly in recent years. This is part of a pattern of active trading disclosed by McCaul, with multiple transactions across various stocks. Further, Congressional trading activity in PROSY is predominantly conducted by McCaul and includes both purchases and sales.
Source:
Rep. Michael McCaul sells $50K-$100K in Bayer AG stock through spouse.
Rep. Michael McCaul's spouse sells Bayer AG stock for $50K-$100K.
Rep. Michael McCaul's spouse sold Bayer AG shares valued between $50,001 and $100,000. This is part of a recurring trading pattern involving Bayer, as similar sales occurred in November 2024 and August 2024. McCaul's trades, often executed on behalf of his spouse, have shown significant activity in Bayer over the past year, suggesting a strategic approach to managing this specific investment. There is no detailed information on McCaul's committee assignments to provide further industry oversight context.
Source:
Rep. McCaul's spouse sells up to $100K in Chevron stock.
Rep. McCaul's spouse sells up to $100K in Chevron stock. McCaul is a senior member of Congress with a history of active trading in Chevron.
Rep. Michael McCaul disclosed a sale of Chevron (CVX) stock by his spouse valued between $50,001 and $100,000. McCaul has a pattern of buying and selling Chevron, with recent transactions including a sale of up to $250,000 in May 2023 and previous purchases in 2024 with amounts up to $250,000. In the context of other Congress trades, Chevron is a frequently traded stock, with McCaul and several other members making recent transactions in CVX.
Source:
Rep. McCaul sells $50K-$100K in AAPL stock.
Rep. McCaul, Chair of the House Foreign Affairs Committee, sells $50K-$100K in Apple stock.
Rep. Michael McCaul's spouse sold AAPL stock worth between $50,001 and $100,000. McCaul had also made recent sales in AAPL on January 21st and 27th, 2025. In Congress, AAPL trades have included both purchases and sales by various members, with significant recent sales by Rep. Nancy Pelosi's spouse and others.
Source:
Rep. McCaul's spouse sells $50K-$100K in AMZN stock.
Rep. McCaul's spouse disposes of Amazon stock, following a pattern of tech-related transactions.
Rep. Michael McCaul (TX10) reported a sale of Amazon stock valued between $50,001 and $100,000 by his spouse. This transaction continues McCaul's recent trading activity, which includes multiple sales in various sectors such as technology with companies like SAP and TSM, and purchases in stocks like AVGO. Within Congress, Amazon stock has seen frequent activity, with members like Marjorie Taylor Greene, Nancy Pelosi, and William R. Keating also engaging in recent trades. McCaul has a history of trading AMZN, with multiple sales reported throughout the last year.
Source:
Rep. McCaul's spouse buys $50K-$100K in Broadcom stock.
Rep. McCaul's spouse made a significant purchase in Broadcom Inc (AVGO) stock valued between $50,001 to $100,000.
This transaction by Rep. McCaul's spouse marks a notable purchase in Broadcom Inc (AVGO) on January 30, 2025, disclosed on February 14, 2025. It is part of a series of trades by Rep. McCaul's spouse, who has been active in the stock market with varied transactions including recent purchases in CVS Health and Chevron Corp, and sales of SAP and Taiwan Semiconductor stocks. Broadcom Inc (AVGO) has seen interest from multiple Congressional members, with both purchases and sales recorded, showcasing active trading around this stock.
Source:
Rep. McCaul's spouse purchases $50K-$100K in GE stock.
Rep. McCaul's spouse makes a GE stock purchase worth $50K-$100K.
Rep. Michael McCaul's spouse purchased General Electric stock valued between $50,001 and $100,000. Previously, on January 21 and January 27, they made similar purchases. Historically, McCaul's trading in GE includes both sales and purchases, with transactions previously reaching up to $500,000.
Source:
Rep. McCaul's spouse sells $50K-$100K in UNH stock.
Rep. McCaul's spouse sells $50K-$100K in UNH; no oversight context provided.
Rep. Michael McCaul's spouse sold UnitedHealth Group Inc (UNH) stock valued between $50,001 and $100,000 on January 9, 2025. This transaction follows a purchase of $15,001 to $50,000 in UNH just five days earlier on January 14, 2025. Historically, Rep. McCaul has been active in trading UNH stocks, with both purchases and sales reported in prior months. UNH appears to be a stock frequently traded by members of Congress, with various transactions reported in the recent past.
Source:
Michael McCaul's spouse buys $50K-$100K in ANET shares.
Spouse of Rep. Michael McCaul buys $50K-$100K in ANET; McCaul is a frequent trader of ANET stock.
Rep. Michael McCaul (TX10), through his spouse, purchased $50,001-$100,000 of Arista Networks Inc (ANET) stock on January 30, 2025. This purchase follows a previous sale of ANET shares by his spouse earlier in January for $15,001-$50,000. Over the past months, ANET has seen frequent trading activity by McCaul, indicating an active investment interest in this stock. Overall, ANET transactions have also involved other Congress members such as Rep. Josh Gottheimer and Rep. Rob Bresnahan, primarily in smaller trade amounts.
Source:
Rep. McCaul buys $100K-$250K in HUM stock.
Rep. McCaul's spouse purchases $100K-$250K of Humana stock.
Rep. Michael McCaul's spouse bought Humana stock valued between $100,001 and $250,000 on January 23, 2025. Previously, on January 9, 2025, she sold Humana shares worth between $50,001 and $100,000. McCaul's recent trading activity shows multiple transactions involving Humana, indicating a pattern of interest in this stock, including both purchases and sales within early 2025.
Source:
Rep. McCaul's spouse purchases up to $5M in RFRAX fund.
Rep. McCaul's spouse makes a significant purchase of RFRAX fund, a financial move amid a series of transactions.
Rep. Michael McCaul's spouse purchased between $1,000,001 and $5,000,000 in the Columbia Floating Rate Fund (RFRAX). This transaction follows a pattern of active and diverse trading by McCaul's spouse, involving a mix of buying and selling various stocks including significant trades in companies like General Electric and Humana. This is the only disclosed transaction involving RFRAX by a Congress member recently.
Source:
Rep. McCaul's spouse purchases $100-250K in CVS Health stock.
Rep. McCaul's spouse buys $100-250K in CVS Health stock.
Rep. Michael McCaul's spouse purchased CVS Health stock valued between $100,001 and $250,000. This trade is part of a broader trend in recent CVS-related transactions by Congress members. McCaul's trading activity in CVS has included both purchases and sales over the past year. Recent transactions by other Congress members also include both buys and sales involving CVS Health stock.
Source:
Rep. McCaul's spouse purchases $100K-$250K in AJG stock.
Rep. McCaul's spouse purchased $100K-$250K in AJG shares.
On January 8, 2025, Rep. Michael McCaul's spouse purchased between $100,001 and $250,000 worth of Arthur J. Gallagher & Co (AJG) stock. This is part of a series of transactions by McCaul's spouse, including recent purchases in General Electric and Humana, highlighting active involvement in significant equity purchases and sales. In Congress, AJG has seen purchases and sales by various members, including notable activity by Rep. Ro Khanna. This trade adds to ongoing interest in AJG among congressional members.
Source:
INSIDER TRADE
$FLNC
9:01 a.m.
Feb. 18, 2025
FLNC director Herman E. Bulls purchases $195,900 in stock.
Director Herman E. Bulls makes a significant purchase amidst recent sales by other insiders.
Herman E. Bulls, a director at FLNC, purchased 30,000 shares at $6.53 each, totaling $195,900. This transaction increases his total holdings to 105,861 shares. In contrast, recent insider activity at FLNC has predominantly involved sales, with notable transactions including a 25,000 share sale by SVP John Zahurancik at $24.22 per share. The current quarter shows 3 acquired transactions totaling 50,902 shares and 2 disposed transactions totaling 15,901 shares, indicating a recent trend towards acquisition.
Source:
EARNINGS CALL
$DDOG
9 a.m.
Feb. 13, 2025
DDOG Q4 2024: Revenue $738M (+25% YoY) beats guidance, ARR surpasses $3B, innovation in AI and observability products.
Q4 2024 saw 25% YoY revenue growth to $738M, strong customer expansion, and significant product updates, despite cost-conscious market conditions.
Datadog's Q4 2024 revenue increased to $738 million, up 25% year-over-year, surpassing guidance. The company added 800 net customers, totaling approximately 30,000, with notable growth in large customer accounts and product adoption, particularly in AI and observability products. Operating margins were at 24%. Datadog's ARR exceeded $3 billion, with $1.25 billion from infrastructure monitoring. Significant product innovations included over 400 new features, expansion in AI capabilities, and monitoring across diverse platforms. CEO Olivier Pomel highlighted strong bookings and strategic investments in sales and R&D for future growth. CFO David Obstler indicated that growth from AI customers contributed prominently to revenue, although market conditions remain stable but cost-conscious. Guidance for Q1 2025 forecasts slight sequential revenue decline, with an ongoing focus on strategic investments despite conservatism regarding ramping AI contributions.
Source:
10:01 p.m.
Feb. 17, 2025
Palantir Technologies Emerges as Top-Performing AI Stock in 2025
Palantir Technologies (PLTR) has become one of the best-performing AI stocks in 2025, driven by its AI-driven data analytics solutions and strong financial performance. The company's stock price has surged due to investor confidence in its growth prospects and strategic partnerships.
Source:
NEWS
AI
10:01 p.m.
Feb. 17, 2025
Goldman Sachs: AI Could Be $200 Billion Game Changer for China Markets
Goldman Sachs strategists predict that widespread AI adoption could boost Chinese earnings per share by 2.5% annually over the next decade and potentially bring in over $200 billion of portfolio inflows. However, they caution that forceful policy stimulus is still required to address macro challenges and drive sustainable equity gains.
Source:
5:02 p.m.
Feb. 17, 2025
Tencent Trials AI Reasoning Model Alongside DeepSeek
Chinese tech giant Tencent has begun testing its own artificial intelligence reasoning model in conjunction with DeepSeek to make AI responses more human-like. This development has contributed to a surge in China's stock market, with the Hang Seng China Enterprises Index becoming the world's best-performing index.
Source:
5:02 p.m.
Feb. 17, 2025
Goldman Sachs: AI Could Bring $200 Billion to China Markets
Goldman Sachs strategists predict AI adoption could boost Chinese earnings per share by 2.5% annually over the next decade and potentially attract over $200 billion in portfolio inflows. However, they caution that forceful policy stimulus is still required to address macro challenges and drive sustainable equity gains.
Source:
CONGRESS TRADE
$HOG
5:02 p.m.
Feb. 17, 2025
Tim Moore sells up to $500K in HOG stock.
Rep. Tim Moore sells $250K-$500K of Harley-Davidson shares.
Rep. Tim Moore executed a sale of Harley-Davidson (HOG) stock valued between $250,001 and $500,000 on January 7, 2025. Moore has demonstrated active trading in HOG, with multiple purchases and sales around similar dates, indicating a pattern of short-term trading. The current transaction aligns with previous activity involving Harley-Davidson, suggesting an ongoing engagement with the stock. Other Congress members, such as Ro Khanna, have also traded HOG, although at different magnitudes.
Source:
Tim Moore sells $100K-$250K in Ford stock.
Rep. Tim Moore sells Ford stock valued between $100,001 and $250,000.
Rep. Tim Moore sold Ford (F) stock valued between $100,001 and $250,000. Previously, on January 7, 2025, Moore had also conducted a similar sale for the same stock amount range, following purchases in lower value ranges earlier in January. This reflects a pattern of active trading in Ford shares by Moore within a short time span.
Source:
Tim Moore sells up to $250K in Harley-Davidson stock.
Rep. Tim Moore sells up to $250K in HOG stock, continuing active trading pattern in the company.
Rep. Tim Moore executed a sale of Harley-Davidson stock valued between $100,001 and $250,000. This transaction is part of his active trading in Harley-Davidson, including previous purchases and sales within the same month. There's no additional known context of committee oversight related to this transaction.
Source:
Rep. Tim Moore buys $50-100K in HOG shares.
Rep. Tim Moore purchases HOG stock worth $50-100K; has multiple recent transactions in Harley-Davidson and Ford stocks.
Rep. Tim Moore has been actively trading in stocks of Harley-Davidson (HOG), recording multiple transactions in January 2025, including several purchases and sales. His recent purchase on January 29, 2025, marks a continued trend in trading similar amounts in this company, with previous transactions ranging from $15,001 to $250,000. Additionally, Moore has been active in trading Ford Motor Co (F), indicating an interest in the automotive sector.
Source:
EARNINGS CALL
$ROKU
5 p.m.
Feb. 13, 2025
ROKU Q4 2024: Platform revenue up 25%, strong ad growth, ex-political, guides 2025 platform growth 15% ex-political.
Roku Q4 2024 Call: Strong platform revenue growth of 25%, driven by ad demand and subscription expansion. Expect 15% growth in 2025, ex-political.
Roku saw strong Q4 results with platform revenue growth driven by enhanced home screen utilization, increased ad demand from DSP partnerships, and subscription service expansion. Advertising outperformed even excluding political ad boosts. Subscriber numbers topped 90 million globally, with significant contributions from Latin America and the UK. Roku plans continued 2025 growth of 15% excluding political-related revenue. They are also focused on broadening advertising reach, exploring self-serve ad management, and geographical expansion. Political advertising was a notable driver, and strong relationships with DSPs like the Trade Desk are emphasized as key growth levers. CFO Dan expects sustained 2024 free cash flow and adjusted EBITDA growth of 12% and significant year-over-year EBITDA margin improvements. CEO Anthony Wood emphasized the strategic importance of their home screen in increasing consumer engagement and revenue. The company maintains prudence in OpEx management and further anticipates monetization opportunities, particularly in international markets where active households are yet to fully monetize. Risks, such as tariffs, are expected to have minimal impact. The earnings outlook for 2025 is based on current data rather than conservative forecasting, implying confidence in sustained demand and operational execution.
Source:
EARNINGS CALL
$COIN
5 p.m.
Feb. 13, 2025
COIN Q4 2024: Revenue $6.6B doubles YoY, trading volume $439B up 137%, strong international and subscription growth
Coinbase Q4 revenue $6.6B doubles YoY, adj. EBITDA $3.3B, trading volume up 137%, USDC adoption grows, strong international push.
Coinbase reported a 100% year-over-year increase in total revenue to $6.6 billion, with an adjusted EBITDA of $3.3 billion. Trading volume saw a 137% increase, reaching $439 billion. USDC usage and staking contributed to a 64% YoY increase in subscription revenue to $2.3 billion. International revenue share rose to 19% in Q4 due to improved payment rails. CEO Brian Armstrong highlighted regulatory tailwinds and Coinbase's position in facilitating global crypto adoption. "It's hard to overstate the significance of this change," Armstrong noted regarding the regulatory environment. The company also achieved an all-time high in US spot and global derivatives market share.
Source:
EARNINGS CALL
$ABNB
5 p.m.
Feb. 13, 2025
ABNB Q4 2024: 12% revenue growth to $2.5B, nights & experiences booked up 12%, EPS $0.72.
Airbnb Q4 2024: 12% revenue growth to $2.5B, nights & experiences booked up 12%, EPS $0.72.
Airbnb reported Q4 2024 revenue of $2.5 billion, up 12% year-over-year, with nights and experiences booked also increasing by 12%. Net income was $461 million, with an EPS of $0.72. The company achieved an adjusted EBITDA of $765 million, contributing to a full-year adjusted EBITDA of $4 billion, reflecting a margin expansion of 36%. Free cash flow was strong at $458 million for Q4 and $4.5 billion for the year. The company continued to focus on product enhancements and geographical expansion, reporting that non-core markets are growing at double the rate of core markets. Investments of $200-$250 million are planned for 2025 to support new business initiatives. Brian Chesky, CEO, highlighted technology stack upgrades and a focus on AI-powered customer support as key future growth drivers. The company raised its share repurchase authorization, with $3.3 billion remaining after spending $838 million in Q4.
Source:
1:02 p.m.
Feb. 17, 2025
Apple reportedly working on humanoid robot project
Apple (AAPL) is reportedly developing a humanoid robot project, focusing more on how users build perception with robots than their physical appearance. This move represents a strategic pivot for Apple following the abandonment of the Apple Car project and initial challenges with Vision Pro.
Source:
NEWS
MARKET
1:02 p.m.
Feb. 17, 2025
Michael Burry trimmed China tech bets before DeepSeek-driven rally
Investor Michael Burry reduced some of his investments in Chinese tech stocks just before DeepSeek's AI breakthrough sparked a rally. The emergence of DeepSeek as a formidable AI contender has raised questions about the conventional wisdom surrounding AI development.
Source:
INSIDER TRADE
$MKC
1:01 p.m.
Feb. 17, 2025
Margaret Preston sells $1.6M in MKC stock.
Margaret Preston, a director, recently sold 20,942 shares, marking her first sale since June 2022.
Margaret Preston, a director at MKC, sold 20,942 shares at $77.03 each, totaling $1,613,162.26. This transaction leaves her with 79,948.671 shares. Her last sale was in June 2022, where she sold 8,080 shares at $84.44. In the current quarter, MKC has seen 46 acquired transactions and 5 disposed transactions, with a total of 128,798.94 shares disposed.
Source:
EARNINGS CALL
$DXCM
1 p.m.
Feb. 13, 2025
DXCM Q4 2024: Revenue $1.11B misses est, growth 8%, gross margin decline
DexCom Q4 2024: Revenue $1.11B misses est, growth 8%, gross margin decline
DexCom Q4 2024 revenue grew 8% to $1.11 billion, slightly below estimates. The company achieved full-year organic revenue growth of 12%. However, gross profit margins declined to 59.4% from 64.2% the previous year, impacted by inventory mismanagement charges and new build configurations. DexCom added 25% to its customer base, now over 2.8 million globally. Notably, DexCom secured new coverage for CGM for non-insulin using diabetics in major pharmaceutical benefit management organizations, a key future growth area. International revenue grew 17%. 2025 guidance set at $4.6 billion, estimating 14% growth, bolstered by new product launches and continued market expansion. Expansion in non-insulin Type 2 diabetes coverage and international markets are expected to be significant growth drivers. Challenges in sales force productivity and channel dynamics are being addressed with optimistic guidance for improving margins and operating income in 2025.
Source:
EARNINGS CALL
$GDDY
1 p.m.
Feb. 13, 2025
GoDaddy Q4 2024: $1.2B revenue, +8% YoY; normalized EBITDA margin 32%, bookings up 9%
GoDaddy Q4 2024: $1.2B revenue, +8% YoY; normalized EBITDA margin 32%, bookings up 9%
GoDaddy reported Q4 2024 revenue of $1.2 billion, up 8% year-over-year, surpassing the high end of their guidance. Normalized EBITDA margin expanded to 32%. Bookings rose 9% and consolidated annual recurring revenue reached $4 billion. The Applications and Commerce (A&C) segment led growth with a 17% increase in both revenue and bookings. The core platform saw 4% revenue growth. GoDaddy introduced numerous new products, including Aero Site Designer for WordPress and launched GoDaddy Capital, expanding their subscribe services and transactional offerings. The Aero initiative significantly contributed, capturing large engagement for website services. Free cash flow for the quarter grew 12% to $342 million, and for 2024, it increased 25% to $1.4 billion. Looking ahead to 2025, revenue is projected to grow 7% with a continued focus on Aero and new product features.
Source:
EARNINGS CALL
$TWLO
1 p.m.
Feb. 13, 2025
Twilio Q4 2024: $1.195B revenue up 11% YoY, achieving GAAP profitability for the first time.
Twilio Q4 2024: $1.195B revenue up 11% YoY, achieving GAAP profitability for the first time.
Twilio reported Q4 2024 revenue of $1.195 billion, an 11% increase year over year, marking the second consecutive quarter of double-digit growth. This quarter is notable for delivering GAAP operating profitability for the first time, ahead of initial targets. Strength was seen in messaging and email volumes, especially during Cyber Week, with 5 billion messages and 65 billion emails delivered, maintaining 100% uptime. Non-GAAP income from operations reached $197 million, and free cash flow was $93 million. For the full year, Twilio generated $4.458 billion in revenue with 9% organic growth and improved profitability. Additionally, Twilio expanded its engagement in AI and partnerships with top tech players like AWS and Google Cloud, while also achieving significant wins in RCS messaging and launching new AI-driven services like conversation relay.
Source:
EARNINGS CALL
$PANW
1 p.m.
Feb. 13, 2025
PANW Q2 2025: Revenue $2.26B up 14%, EPS $0.81; platformization, AI boost results
Strong platformization, AI integration boosts Q2 revenue; large deals grow revenue 14% to $2.26B, EPS $0.81
Palo Alto Networks reported strong financial results in Q2 2025, with total revenue reaching $2.26 billion, a 14% increase year-over-year, surpassing expectations. Product revenue grew by 8%, while services revenue rose by 16%. This growth was primarily driven by increased demand for advanced subscriptions, software firewalls, and SASE solutions, with robust performance across all geographies. Large deals, especially in EMEA and APAC, exceeded $50 million each, strengthening their international presence. The company observed an increase in platformization, notably in large deals, and recorded 74 accounts with transactions over $500,000, up 25%. Palo Alto Networks focuses on AI-based initiatives and efficient operations, with gross margins at 76.6%, slightly down due to SaaS offerings not yet achieving scale, and expenses related to inventory. Operating expenses as a percentage of revenue decreased by 120 basis points due to efficiency initiatives. Nikesh Arora highlighted the growing importance of AI and platformization for future security solutions: "As the conversation around AI continues to get omnipresent, companies are discovering that some legacy architectures come in the way of their aspirations."
Source:
EARNINGS CALL
$AMAT
1 p.m.
Feb. 13, 2025
AMAT Q1 2025: Revenue $7.2B (+7% YoY), EPS $2.38 (+12% YoY), growth in foundry logic, China headwinds
AMAT highlights AI-driven growth in semiconductors, revenue $7.2B (+7% YoY), EPS $2.38 (+12% YoY).
Applied Materials reported record revenue of $7.2 billion for Q1 2025, up 7% year over year, supported by advancements in AI and semiconductor technologies. The company achieved a non-GAAP gross margin of 48.9% and record EPS of $2.38, marking a 12% increase from the previous year. Growth was driven by a 20% increase in foundry logic, with China restrictions causing a $400 million revenue reduction, half of which affects Q2 service revenue. Applied plans to double its packaging revenues over the next few years. Looking ahead, Q2 revenue is expected at $7.1B with EPS at $2.30, bolstered by growth in NAND and leading-edge foundry logic.
Source:
NEWS
AI
9:02 a.m.
Feb. 17, 2025
Gartner Predicts 40% of AI Data Breaches Will Arise from Cross-Border GenAI Misuse by 2027
Gartner forecasts that by 2027, over 40% of AI-related data breaches will be caused by the improper use of generative AI across borders. This prediction highlights growing concerns about AI security and data protection in an increasingly interconnected global tech landscape.
Source:
NEWS
MARKET
9:02 a.m.
Feb. 17, 2025
Asian Stocks Lose Momentum as China AI Rally Fades
Asian stocks trimmed gains as the AI-fueled rally in Chinese technology shares faded. Investors remain cautious due to tensions between the US and European Union over tariffs and the war in Ukraine. The volatile start to the week followed DeepSeek's AI breakthrough that had spurred a significant rally in Chinese shares.
Source:
NEWS
TECH
9:02 a.m.
Feb. 17, 2025
Tencent Shares Hit More Than Three-Year High as Weixin App Launches DeepSeek Testing
Tencent's shares rose up to 7.8% as it became the latest tech company to capitalize on DeepSeek's low-cost yet powerful AI model. The company is testing DeepSeek's technology in its Weixin app, contributing to a broader rally in Chinese tech stocks.
Source:
NEWS
AI
9:02 a.m.
Feb. 17, 2025
DeepSeek Drives $1.3 Trillion China Stock Rally as Funds Pile In
Hedge funds have been rapidly investing in Chinese equities, driven by optimism surrounding DeepSeek's AI technology and hopes for economic stimulus. The DeepSeek-driven technology rally has significantly boosted Chinese stocks.
Source:
NEWS
MARKET
9:02 a.m.
Feb. 17, 2025
Goldman Sachs Raises Target Price for Chinese Stocks Driven by AI
Goldman Sachs has raised its target price for the Chinese stock market, expecting AI to boost profit growth and potentially bring in $200 billion in capital inflow. The 12-month target price for the CSI300 index has been raised to 4700 points, while the MSCI China index target has been increased to 85 points.
Source:
CONGRESS TRADE
$RFRAX
9:02 a.m.
Feb. 17, 2025
Rep. McCaul's spouse makes multimillion-dollar purchase of RFRAX.
Rep. McCaul's spouse purchases $1-5M in Columbia Floating Rate Fund (RFRAX).
Rep. Michael McCaul's spouse has purchased between $1,000,001 and $5,000,000 worth of shares in the Columbia Floating Rate Fund (RFRAX) on January 28, 2025. The trade was disclosed on February 14, 2025. This large transaction is consistent with recent trading patterns where Rep. McCaul's spouse has engaged in several high-value trades both buying and selling a variety of assets, indicating active portfolio management.
Source:
Rep. McCaul's spouse buys $100K-$250K of HUM stock.
Rep. McCaul's spouse purchases $100K-$250K in Humana stock.
Rep. Michael McCaul's spouse made a purchase of Humana Inc. (HUM) stock valued between $100,001 and $250,000. Previously, McCaul's spouse sold HUM stock on January 9, 2025, worth $50,001 to $100,000. This latest purchase aligns with McCaul's recent pattern of significant trades in various sectors, including technology and industrial stocks. McCaul frequently trades HUM, with both purchases and sales noted over recent years.
Source:
CONGRESS TRADE
$ATH
9:01 a.m.
Feb. 17, 2025
Dave McCormick purchases $250K-$500K in ATH.
Rep. Dave McCormick purchases $250,001-$500,000 in Athene Holding Ltd (ATH).
Dave McCormick acquired shares in Athene Holding Ltd (ATH) valued between $250,001 and $500,000 on January 16, 2025. This transaction is part of a series of purchases he made in January 2025, with similar investments in companies like Occidental Petroleum Corp and McDonald's Corp. His trading strategy appears to involve substantial acquisitions across diverse sectors.
Source:
Dave McCormick purchases $250K-$500K in CG, Carlyle Group.
Dave McCormick makes a significant purchase in The Carlyle Group Inc with $250,001 - $500,000 worth of stock.
Dave McCormick purchased $250,001 - $500,000 worth of The Carlyle Group Inc stock on January 10, 2025. Recently, McCormick has executed multiple trades across various sectors, including a notable sale in Rumble Inc. Other recent congressional trades in CG include John Hoeven's purchase back in 2013-2014, indicating limited congressional trading activity in this stock over the past years.
Source:
Dave McCormick sells $1M-$5M in RUM stock.
Rep. McCormick sells $1M-$5M in RUM stock.
Dave McCormick reported the sale of Rumble Inc stock valued between $1,000,001 and $5,000,000. His recent trading history includes multiple purchases in various technology and energy stocks within the $250K-$500K range. This pattern of trade aligns with the recent full sale reported by another member, David H. McCormick, on the same stock and date.
Source:
Dave McCormick acquires $250K-$500K in OXY shares.
Dave McCormick purchases significant shares in Occidental Petroleum Corp (OXY).
Dave McCormick's recent purchase of $250,001 to $500,000 in Occidental Petroleum Corp (OXY) shares adds to his active trading pattern, with recent similar value purchases in multiple corporations like Athene Holding Ltd and Ares Capital Corporation. Previous Congress trading activity in OXY shows varied interest with purchases and sales by other members, such as Thomas Carper and Tommy Tuberville, involving smaller amounts.
Source:
Dave McCormick purchases up to $500K in Ares Capital Corp.
Dave McCormick purchases $250,001-$500,000 in ARCC with recent history of significant trades.
Dave McCormick disclosed a purchase of between $250,001 and $500,000 in Ares Capital Corporation (ARCC) on January 17, 2025. This transaction was part of a series of large trades McCormick executed in early 2025, including purchases in Occidental Petroleum Corp (OXY) and McDonald's Corp (MCD), and a substantial sale in Rumble Inc (RUM). Recent trade data shows significant trading activity by McCormick, with no other notable recent Congress trades in ARCC aside from Thomas R. Carper's spousal sales in 2022. No additional committee context was provided.
Source:
Rep. McCormick purchases $250K-$500K in MCD stock.
Rep. McCormick purchased $250K-$500K in MCD stock.
Rep. Dave McCormick disclosed a purchase of McDonald's Corp (MCD) stock valued between $250,001 and $500,000. This transaction continues McCormick's pattern of significant purchases across various industries, as shown by his recent acquisitions of Occidental Petroleum, ARES Capital, and other stocks. His recent disclosure of six other substantial stock purchases in January suggests a diversified investment strategy. Recent Congress trading in MCD includes various sales, with no purchases of similar magnitude.
Source:
Dave McCormick purchases $250,001-$500,000 in PSX.
Dave McCormick purchases $250,001-$500,000 in Phillips 66 (PSX).
Dave McCormick purchased Phillips 66 stock valued between $250,001 and $500,000 on January 10, 2025. His recent trading activity shows similar purchase patterns in companies like Athene Holding Ltd, Occidental Petroleum Corp, and ARES Capital Corporation, all within the same value range. Phillips 66 has seen mixed trading activity, with another Congress member, Shelley Moore Capito's spouse, involved in both buying and selling of the stock in smaller amounts.
Source:
CONGRESS TRADE
$AAPL
9:01 a.m.
Feb. 17, 2025
Sen. Tuberville sells $15K-$50K in AAPL stock.
Sen. Tommy Tuberville sells $15,001 - $50,000 in Apple stock.
Sen. Tommy Tuberville conducted a joint sale of Apple stock valued between $15,001 and $50,000 on January 10, 2025. Tuberville has a pattern of similarly-valued stock sales, including multiple recent transactions involving AAPL. Other members of Congress, including Shelley Moore Capito and Sheldon Whitehouse, also recently sold AAPL shares. Tuberville's trade might reflect broader selling trends in Apple's stock among Congress members.
Source:
Sen. Tuberville sells MSFT shares worth $15K-$50K
Sen. Tommy Tuberville sold $15K-$50K of Microsoft Corp stock.
Senator Tommy Tuberville, representing Alabama, disclosed a sale of Microsoft Corp stock valued between $15,001 and $50,000. This transaction continues a pattern, as he has frequently traded in Microsoft stocks. Similar sales of Microsoft stocks were also made by other Congress members, indicating active trading in this stock by various Congress members.
Source:
Sen. Tuberville sells $15K-$50K in AAPL stock.
Sen. Tuberville sells $15K-$50K in Apple stock amid recent trading activity in technology equities.
Senator Tommy Tuberville disclosed a full sale of Apple stock valued between $15,001 and $50,000. Recently, Tuberville has predominantly engaged in sales, offloading positions in various stocks including Microsoft and Diageo. This sale continues his pattern of divestment in technology-related stocks such as Microsoft and Texas Instruments. Apple has seen multiple transactions involving other Congress members as well, with varying sale amounts reported.
Source:
Sen. Tuberville completes full sale of MSFT stock worth $15,001 - $50,000.
Sen. Tuberville sells MSFT stock, joining other Congress members trading in Microsoft shares.
Senator Tommy Tuberville reported a full sale of Microsoft stock valued between $15,001 and $50,000. This is part of a broader trend of Tuberville selling assets, as indicated by consistent sales of various stocks around the same period. Other members of Congress, such as Shelley Moore Capito and Richard Blumenthal, have also reported sales of Microsoft stock recently, reflecting a broader trend among legislators.
Source:
10:01 p.m.
Feb. 16, 2025
Meta Plans Significant Investment in AI-Powered Humanoid Robots
Meta Platforms (META) announced plans for a major investment in AI-powered humanoid robots. The company is forming a new team within its hardware division to develop underlying AI models, sensors, and software for humanoid robot hardware.
Source:
CONGRESS TRADE
$SMAR
10 p.m.
Feb. 16, 2025
Rep. Wied sells up to $250K in SMAR.
Rep. Wied sells $100K-$250K in SMAR; historical trades show prior sales in the stock.
Representative Tony Wied disclosed the sale of SMAR stock valued between $100,001 and $250,000, marked as a joint transaction. His recent trading involves the sale of SMAR on January 23, 2025. Previously, other congressional members, such as Ro Khanna, have also traded SMAR, with transactions spanning purchases and sales in 2022.
Source:
EARNINGS CALL
$ROKU
5 p.m.
Feb. 13, 2025
Roku Q4 2024: Platform revenue up 25%, ad growth strong, home screen strategy key
Roku Q4 2024: Platform revenue up 25% YoY, driven by home screen monetization and ad growth.
Roku's Q4 2024 earnings call highlighted a strong financial performance with platform revenue increasing by 25% year-over-year, including a 19% rise despite a 6% boost from political advertising. CEO Anthony Wood emphasized strategic focus on leveraging the home screen for monetization, expanding third-party ad partnerships, and growing subscription revenues. CFO Dan Jedda noted a guidance of 12% overall revenue growth for 2025, with platform gross margins expected to remain stable after adjusting for the 606 accounting rule changes. The call also touched on international expansion, especially in Latin America and Canada. The firm is seeing success with the Roku Channel's ad-supported growth, projecting continued growth into 2025 driven by strong ad demand and subscription revenue.
Source:
CONGRESS TRADE
$BRK/B
1:01 p.m.
Feb. 16, 2025
Rep. Bresnahan buys $50K-$100K in BRK/B stock options.
Rep. Bresnahan recently purchased $50K-$100K in Berkshire Hathaway stock options.
Rep. Bresnahan's trade on January 15, 2025, involved acquiring $50,001-$100,000 in Berkshire Hathaway (BRK/B) stock options. This was part of a longer transaction pattern with the company, including both purchases and sales of BRK/B stocks and options within a span of a few days. This is consistent with Rep. Bresnahan's recent trading activity, which shows high frequency trading in various stocks. Other Congress members like Marjorie Taylor Greene and Ro Khanna have also shown substantial activity in BRK/B, indicating a continued interest in this stock among Congressional members.
Source:
NEWS
AI
9:02 a.m.
Feb. 16, 2025
Elon Musk to Launch 'Grok-3', Claimed to be 'Smartest AI on Earth'
Elon Musk announced the launch of Grok-3, the latest iteration of xAI's artificial intelligence chatbot, described as the 'smartest AI on Earth'. A live demonstration is scheduled for Monday at 8 p.m. Pacific Time, with potential features including text-to-video conversion and significant efficiency improvements.
Source:
CONGRESS TRADE
$CVS
9:02 a.m.
Feb. 16, 2025
Rep. McCaul's spouse buys $100K-$250K in CVS stock.
Rep. McCaul's spouse acquires $100K-$250K in CVS stock.
Rep. Michael McCaul's spouse purchased CVS stock valued between $100,001 and $250,000. This transaction is part of a broader pattern of diverse trading activities. Previously, McCaul's spouse has engaged in simultaneous buying and selling of CVS stocks, with the latest acquisition being relatively large compared to prior purchases and sales. CVS has seen trading activity from multiple Congress members, indicating ongoing interest in the stock.
Source:
Rep. McCaul's spouse invests $100K-$250K in HUM on multiple occasions.
Rep. Michael McCaul's spouse purchased $100,001 to $250,000 in Humana Inc stock.
Michael McCaul's spouse made significant purchases in Humana Inc totaling between $100,001 and $250,000. This investment follows a similar pattern from earlier transactions, including both purchases and sales in Humana within a short timeframe, indicating active trading. Other recent transactions involve sales and purchases in various stocks, but no specific committee oversight information is mentioned.
Source:
Rep. McCaul's spouse purchases up to $100K in ANET stock.
Rep. McCaul's spouse purchased ANET, previously sold ANET stock in January 2025.
Rep. Michael McCaul's spouse engaged in a transaction buying Arista Networks Inc (ANET) stock, valued between $50,001 - $100,000. This follows a previous sale of ANET by McCaul's spouse in January 2025. McCaul's spouse has been active with several trades, notably purchasing various stocks in the healthcare and technology sectors.
Source:
Rep. Michael McCaul's spouse buys $50K-$100K in AVGO.
Rep. Michael McCaul's spouse purchased $50,001 - $100,000 of Broadcom Inc. (AVGO) stock.
Michael McCaul's spouse purchased AVGO stock valued between $50,001 and $100,000 on 2025-01-30. This purchase is part of McCaul's recent activity involving a mix of buying and selling across different stocks like SAP and CVS. Other Congress members, like Josh Gottheimer and Jared Moskowitz, have also been active in trading AVGO over recent months.
Source:
Rep. McCaul's spouse buys up to $100K in GE shares.
Rep. Michael McCaul's spouse purchased up to $100K in GE stock, a move aligned with his recent history of both buying and selling GE shares.
Rep. Michael McCaul, from Texas's 10th district, disclosed that his spouse purchased GE stock valued between $50,001 to $100,000 on January 21, 2025. This transaction follows a pattern of recent GE trades by Rep. McCaul and his spouse, involving multiple purchases and sales of GE shares. The broader trend in Congress shows ongoing activity in GE stock, with Rep. McCaul being a recurrent trader of the stock.
Source:
Rep. McCaul's spouse sells $50K-$100K in Chevron stock.
Rep. Michael McCaul's spouse sells up to $100K in Chevron shares on January 23, 2025.
Rep. Michael McCaul's spouse executed a sale of Chevron Corporation stock valued between $50,001 and $100,000. McCaul's recent trading activity includes multiple sales and purchases mainly executed by his spouse across various industries. The latest trade in Chevron follows previous transactions where his spouse has both bought and sold Chevron stock in the past months. Congress trading records show Chevron as a common entity involved in several members' transactions, reflecting consistent market interest.
Source:
Rep. McCaul's spouse sells $50K-$100K in Bayer AG stock.
Rep. McCaul's spouse made a significant sale of Bayer AG stock, continuing a frequent trading pattern in this asset.
On January 9, 2025, Rep. Michael McCaul's spouse sold Bayer AG stock valued between $50,001 and $100,000. This follows a series of trades in Bayer AG stock by McCaul in the past year, including multiple purchases and sales in similar value ranges. Rep. McCaul has shown a consistent pattern of trading in Bayer AG over the past months.
Source:
Rep. McCaul's spouse purchases $100K-$250K in GPC stock.
Rep. McCaul's spouse purchased $100K-$250K in GPC stock.
Rep. Michael McCaul's spouse made a purchase of Genuine Parts Co (GPC) stock valued between $100,001 and $250,000. This transaction is part of a broader trading activity by the McCaul family, which includes several recent purchases and sales across different stocks. Other recent purchases include Broadcom Inc and Meta Platforms Inc. Congress members have shown interest in Genuine Parts Co with both purchases and sales recorded by multiple members, such as Ro Khanna and Keith Self.
Source:
Rep. McCaul's spouse sells up to $100K in AAPL shares.
Rep. McCaul's spouse sold AAPL shares valued between $50,001 and $100,000.
Rep. Michael McCaul's spouse conducted a sale of AAPL stock between $50,001 and $100,000 on January 21, 2025. This is one of several sales of AAPL shares by his spouse, following previous transactions in late 2024. Recent Congress trading includes other transactions by members involving AAPL, with both sales and purchases within various value ranges.
Source:
Rep. Michael McCaul's spouse sells $50K-$100K in Comcast stock.
Rep. Michael McCaul's spouse sells Comcast stock valued at $50,001 - $100,000.
Rep. Michael McCaul's spouse has transacted multiple times in Comcast stock, including a recent sale of $50,001 - $100,000. McCaul has a history of trading in various stocks, with a mixture of buys and sells across different companies. Recent trading in CMCSA by Congress includes sales by other members, such as Rick Larsen and Earl Blumenauer.
Source:
Rep. McCaul's spouse sells $50K-$100K in PROSY stock.
Rep. McCaul's spouse sells $50K-$100K in PROSY stock; spouse has consistent activity in this stock.
This transaction by Rep. Michael McCaul's spouse involved selling between $50,001 and $100,000 worth of Prosus NV (PROSY) stock. The trade is part of a series of transactions involving PROSY by McCaul's spouse over the preceding years, reflecting both purchases and sales in varying amounts. The historic trading pattern indicates active management in this particular stock by the McCaul household.
Source:
Rep. Michael McCaul's spouse sells $50K-$100K in HLI stock.
Rep. McCaul's spouse executed a sale of Houlihan Lokey Inc stock valued between $50,001 and $100,000.
Rep. Michael McCaul's spouse sold HLI stock valued between $50,001 and $100,000. This is part of a series of transactions in the stock by McCaul over recent years, featuring both purchases and sales by his spouse. Houlihan Lokey Inc does not have specific committee oversight exposure for this trade.
Source:
Rep. McCaul's spouse sells up to $100K in HUM stock.
Rep. Michael McCaul's spouse sells up to $100K in HUM stock.
On January 9, 2025, Rep. Michael McCaul's spouse sold between $50,001 and $100,000 of Humana Inc. stock. Shortly after this sale, on January 15 and January 23, purchases in HUM amounting to up to $300,000 were made by McCaul's household, indicating significant movement in HUM holdings. Recurring transactions in HUM by McCaul suggest an active engagement with health sector stocks. Other Congress members like Ro Khanna have also shown active trading in HUM, though at different magnitudes and timings.
Source:
Rep. McCaul's spouse sells $50K-$100K in AON stock.
Rep. McCaul's spouse sold AON stock valued at $50,001 to $100,000.
Rep. Michael McCaul's spouse sold AON stock worth $50,001 to $100,000 on January 9, 2025. This continues a series of transactions involving AON for McCaul, with previous similar sales in November 2024 and May 2023. Recent Congress trades in AON include multiple purchases by Rep. Ro Khanna and sales by Reps. Kathy Manning and Daniel Goldman, indicating ongoing trading interest among members in AON.
Source:
Rep. McCaul's spouse sells up to $100K in SHEL stock.
Rep. McCaul's spouse sells $50,001 - $100,000 in SHEL stock.
On January 9, 2025, Rep. Michael McCaul's spouse sold SHEL stock valued between $50,001 and $100,000. This transaction fits into a consistent pattern of trading in SHEL by Rep. McCaul's family, with multiple transactions in both directions over the past years. Overall, there has been activity by other Congress members in SHEL, including both purchases and sales, indicating ongoing interest in this stock within Congress.
Source:
Rep. McCaul's spouse sells $15-$50K in META stock.
Rep. Michael McCaul reports sale of META stock, $15,001-$50,000, by his spouse.
Rep. McCaul's spouse sold META stock valued between $15,001 and $50,000. He has a history of transactions in META, including both sales and purchases within recent months. The transactions are part of an active trading pattern involving multiple stocks including META, AAPL, and UNH, primarily through the spouse's portfolio.
Source:
Rep. McCaul's spouse buys $15K-$50K in META stock.
Rep. McCaul's spouse purchased $15,001-$50,000 of META stock. McCaul has a history of trading in the tech sector.
Michael McCaul's spouse purchased META Platforms Inc. stock worth between $15,001 and $50,000 on January 30, 2025. This comes after a previous sale of the same stock on January 9, 2025, within the same price range, indicating active trading within this stock. Recent data shows a mix of purchases and sales of META by Congress members, with McCaul also participating in previous transactions of this stock, including both purchases and sales in 2024.
Source:
Rep. McCaul's spouse buys up to $50K in NVDA stock.
Rep. McCaul's spouse purchases $15,001-$50,000 in NVIDIA stock while showing active trading in the tech sector.
Rep. Michael McCaul's spouse purchased $15,001-$50,000 in NVIDIA stock on January 30, 2025. McCaul's recent trading activity involves multiple purchases in the tech sector, including Arista Networks and Meta Platforms, indicating a focus on technology stocks. Recent Congressional trading in NVIDIA stock includes purchases and sales from other members, reflecting varying strategies among Congress members toward NVIDIA.
Source:
Rep. Michael McCaul's spouse sells up to $100K in UNH stock.
Rep. Michael McCaul's spouse sells $50,001 - $100,000 in UNH stock.
Rep. Michael McCaul, representing Texas' 10th district, has disclosed the sale of UnitedHealth Group (UNH) stock valued between $50,001 and $100,000 by his spouse on January 9, 2025. This sale is part of a pattern in which McCaul's spouse has been active in trading UNH stock, including a purchase earlier in January 2025 and previous sales in 2024. Overall, McCaul's recent trading includes various significant transactions across multiple stocks.
Source:
Rep. McCaul's spouse sells $50K-$100K in AMZN stock.
Rep. Michael McCaul's spouse sold $50,001 - $100,000 of AMZN stock.
This sale by Rep. Michael McCaul's spouse is part of a pattern, having multiple trades in Amazon.com Inc (AMZN), including a sale of a similar amount in November 2024. Recently, there's been other congressional activity in AMZN with purchases by figures like Marjorie Taylor Greene and Nancy Pelosi's spouse. McCaul’s trading history shows frequent stock transactions, often involving large sums.
Source:
Rep. McCaul's spouse sells up to $100K in WDAY stock.
Rep. McCaul's spouse sold up to $100K in Workday (WDAY) stock.
Rep. Michael McCaul's spouse executed a sale of Workday Inc (WDAY) stock valued between $50,001 and $100,000. This is part of McCaul's recent trading history showcasing various transactions, particularly in tech and finance sectors. McCaul's spouse has consistently traded WDAY, with sales exceeding $50,000 periodically. These transactions highlight significant activity in WDAY stocks, but no connection to committee oversight is indicated for this specific trade.
Source:
CONGRESS TRADE
$PSX
9:02 a.m.
Feb. 16, 2025
Dave McCormick purchases $250K-$500K in PSX.
Dave McCormick invests $250K-$500K in Phillips 66.
Dave McCormick purchased shares in Phillips 66 valued between $250,001 and $500,000. This trade is part of McCormick's pattern of significant purchases this month, including McDonald's, Occidental Petroleum, and The Carlyle Group, all in the same price range. Recent Congressional trading in PSX includes partial sales by Shelley Moore Capito's spouse, but no other large purchase like McCormick's.
Source:
Rep. Dave McCormick purchases $250K-$500K in MCD
Rep. McCormick purchases $250K-$500K in MCD; recent trades suggest active engagement in diverse sectors.
Rep. Dave McCormick purchased $250,001 - $500,000 worth of McDonald's Corp (MCD) stock on January 10, 2025. This is part of a broader trading pattern as he made multiple trades in January 2025, including purchases in companies like Athene Holding Ltd, Phillips 66, The Carlyle Group, and Occidental Petroleum Corp, indicating a pattern of substantial investments across different sectors. Recent Congress trading in MCD predominantly includes sales by other members, suggesting McCormick's purchase is relatively independent and indicates interest in the fast-food sector. McCormick's active trading within a month shows his varying investment interests but doesn't highlight if he has a committee role specifically aligned with these trades.
Source:
INSIDER TRADE
$CME
9:01 a.m.
Feb. 16, 2025
CME Chief Transformation Officer Ken Vroman sells $1.27M in stock.
Ken Vroman recently sold 5,066 shares, reducing his holdings to 16,715 shares.
Ken Vroman, Chief Transformation Officer at CME, sold 5,066 shares at $250 each, totaling $1,266,500. This transaction leaves him with 16,715 shares. In the current quarter, CME insiders have disposed of 16,658 shares across two transactions, with Vroman's sale being a significant part of this activity. The recent trading pattern shows a focus on share disposals, aligning with Vroman's recent sale.
Source:
INSIDER TRADE
$CME
9:01 a.m.
Feb. 16, 2025
CME's Chief Commercial Officer sells $2.89M in stock.
Julie Winkler, CME's Chief Commercial Officer, recently sold 11,592 shares, following a previous sale in August 2023.
Julie Winkler, Senior Managing Director and Chief Commercial Officer at CME, executed a sale of 11,592 shares at $249.17 each, totaling $2,888,378.64. This transaction leaves her with 21,885 shares. Previously, Winkler sold 6,262 shares in August 2023 at $207 per share. In the current quarter, CME insiders have disposed of 16,658 shares across two transactions, with no acquisitions reported. This pattern of sales aligns with the company's recent insider trading activities, where sales have been more frequent than acquisitions.
Source:
EARNINGS CALL
$DDOG
9:01 a.m.
Feb. 13, 2025
DDOG Q4 2024: Revenue $738M beats, grows 25% YOY, ARR exceeds $3B, strong AI-driven growth
Datadog's Q4 2024 revenue of $738M grew 25% YOY, strong customer expansion and AI-driven revenue boost.
Datadog reported Q4 revenue of $738 million, growing 25% year-over-year, exceeding the high end of their guidance. The company added approximately 2,700 customers year-over-year, ending the quarter with about 30,000 customers. High-value customers also increased, with those contributing $100,000 or more in ARR growing from 3,190 to 3,610, representing 88% of total ARR. Key business drivers included a record $1 billion in bookings and notable customer acquisition in the financial and retail sectors. Datadog's AI-native client segment grew, though its adoption varied across the customer base, contributing significantly to the growth in ARR, accounting for 5 percentage points of Q4 growth. Free cash flow was $241 million with a margin of 33%. Gross and operating margins maintained stability despite fluctuating unit economic improvements for AI cohorts. The company reported ongoing expansion in products beyond core observability, indicating growth opportunities across broader product offerings through integrations and enhanced capabilities.
Source:
EARNINGS CALL
$VECO
9:01 a.m.
Feb. 12, 2025
VECO Q4 2024: Revenue $182M up 5%, FY24 $717M beats outlook, semiconductor segment grew 13%
Veeco reported 8% annual revenue growth to $717M with strong semiconductor segment, but China slowdown anticipated; Q1 guidance in line.
For 2024, Veeco showed an 8% increase in year-over-year revenue, reaching $717 million. Semiconductor and advanced packaging were key growth drivers, with semiconductor sales climbing by 13%, amounting to $467 million, 65% of total revenue. The company's focus on laser annealing and ion beam deposition technologies for 2nm gate all-around chips catalyzed this growth. Q4 revenue was $182 million, up 5% from Q4 2023. Global sales variances were significant, with China accounting for 36% of revenue. Gross margin decreased slightly to 41.5% in Q4 due to product mix shifts. CEO Bill Miller emphasized growth areas: "Our advanced packaging, including wet processing predominantly and secondarily, litho is doubling." For 2025, Veeco expects continued semiconductor growth offsetting declines in China and data storage, which is forecast to drop $60-$70 million. Compound semiconductor and quantum computing projections are positive, with advancements in their systems boosting sector potential.
Source:
EARNINGS CALL
$TXG
9:01 a.m.
Feb. 12, 2025
TXG Q4 2024: Revenue $165M (down 10%), spatial up 61%, NIH funding concerns
Revenue decreased by 1% to $165M in Q4, with a 10% drop compared to last year. Spatial consumables up 61%. Guidance anticipates 0%-3% growth in 2025 amid NIH funding uncertainty.
10x Genomics reported Q4 2024 revenue of $165 million, reflecting a 10% decline year-on-year but up 9% sequentially. Chromium consumables revenue fell 17%, attributed to price reductions, despite a sequential rise in reaction volumes. Spatial consumables, however, surged by 61%, driven by new product introductions like Visium HD and Xenium Prime 5K. Gross margin improved to 67%, attributed to a favorable product mix with fewer Xenium instruments sold. Operating loss narrowed to $49.8 million, supported by reduced R&D expenses. The company benefited from a successful reorganization of sales teams, enhancing focus across capital equipment and biopharma sectors. Looking ahead, 2025 guidance projects $610-$630 million in revenue, expecting growth in both Chromium reactions and spatial revenues, albeit with uncertainty due to potential NIH funding impacts, particularly from recent administrative changes.
Source:
EARNINGS CALL
$SMWB
9 a.m.
Feb. 12, 2025
Similarweb Q4 2024: Revenue $65.6M, up 16% YoY; expands AI efforts, inks deals with S&P and Bloomberg.
Similarweb reports 15% YoY revenue growth for 2024, with Q4 revenue at $65.6M (+16% YoY); signs major deals with S&P Global and Bloomberg, plans further R&D and GTM investment.
Similarweb closed Q4 2024 with $65.6 million in revenue, marking a 16% increase from the previous year. The company recorded a total revenue of $249.9 million for the year, reflecting 15% annual growth. Notable achievements include signing multimillion-dollar contracts with giants like S&P Global and Bloomberg. The customer base expanded by 17% to over 5,500, and net revenue retention (NRR) for customers with over $100,000 ARR reached 112%. Additionally, Similarweb achieved its first full year of non-GAAP operating profit and continued generating positive free cash flow. CEO Or Offer expressed confidence in capturing future growth opportunities, particularly in AI, stating, "The AI revolution presents a significant opportunity for Similarweb." The company plans to increase R&D investment, as well as expand its go-to-market teams. Despite increased spending to capture AI-driven opportunities, Similarweb forecasts 15% revenue growth for 2025.
Source:
EARNINGS CALL
$FSLY
9 a.m.
Feb. 12, 2025
FSLY Q4 2024: Revenue $140.6M exceeds guidance, operating loss $4.2M, diversified growth
Fastly beats revenue guidance with $140.6M, sees 7% FY growth, operating loss narrowed
Fastly's Q4 2024 revenue was $140.6 million, exceeding the guidance range of $136 million to $140 million, with 2% QoQ and YoY growth. Annual revenue reached $544 million, a 7% YoY increase, despite headwinds from major clients earlier in the year. The company reduced its dependency on top 10 customers, decreasing their contribution from 40% in 2023 to 32% in Q4 2024, while revenue from other customers grew by 16% YoY. Operating loss was $4.2 million, within guidance, aided by strategic investments in sales and marketing. Cash from operations improved significantly from $400,000 in 2023 to $16 million in 2024. Fastly's gross margin was 56.5%, slightly down due to increased bandwidth costs, but annual gross margin improved. Net loss for Q4 was $3.8 million, or $0.03 per share. For 2025, Fastly guides a 7% revenue growth, with a focus on diversifying the revenue mix and enhancing service offerings in security, edge computing, and new geographic markets. "Our goal is to outperform this guidance," Todd Nightingale, CEO.
Source:
EARNINGS CALL
$PAYC
9 a.m.
Feb. 12, 2025
PAYC Q4 2024: Revenue $494M up 14%, FY revenue at $1.88B, automation boosts efficiency, future revenue guided at $2.015-$2.035B
Paycom sees record revenue growth in Q4 2024 with $494M in total revenue, up 14% YoY; strong momentum in automation and sales.
Paycom reported Q4 2024 revenue of $494 million, marking a 14% increase from the previous year. The company achieved full-year revenue of $1.88 billion, recording an 11% organic growth. Notable operational efficiencies and the shift towards automation have significantly contributed, alongside strong sales and product advancements with Beti and GONE. The company opened three new sales offices and plans further product automation, expecting a 2025 revenue of $2.015B-$2.035B, demonstrating an 8% growth at the midpoint. Recurring revenue retention held steady at 90%, aligning with the previous year, as new client sales and service enhancements continue to drive momentum. CEO Chad Richison emphasized the focus on creating client ROI through the most automated payroll solution.
Source:
EARNINGS CALL
$RPD
9 a.m.
Feb. 12, 2025
RPD Q4 2024: ARR $840M with $400M in D&R, EPS $0.48 beats est, 2025 ARR guidance at 4%-6% growth
End-of-year ARR at $840M, MDR business growing in mid-teens, EPS of $0.48, 2025 guidance includes ARR growth of 4%-6%.
Rapid7 reported Q4 2024 ARR at $840 million, aligning with expectations and marking a 4% growth year-over-year. Their detection and response business reached over $400 million in ARR, growing at mid-teens, supported by successful adoption of Managed Detection and Response (MDR). The company delivered an EPS of $0.48, exceeding expectations, with revenue reaching $216 million, beating guidance. Revenue showed a 5% YoY rise, driven by international growth of 14% while North America grew by 3%. Product gross margin held at 75%, slightly impacted by higher hosting costs. Rapid7 has strategically shifted towards detection and response markets, exiting traditional vulnerability management. New investments are planned to accelerate growth in exposure management and MDR capabilities. The company guides 2025 ARR growth of 4%-6%, anticipating the majority from detection and response segments.
Source:
EARNINGS CALL
$EQIX
9 a.m.
Feb. 12, 2025
Equinix Q4 2024: Revenue $8.7B up 8% YoY, AFFO per share up 10%, operational excellence highlighted
Equinix Q4 2024 call highlights 8% revenue growth to $8.7B, AFFO per share up 10%, margin improved by 160 bps.
This earnings call highlighted Equinix's 8% revenue growth to $8.7 billion, marking a 22-year streak of consecutive quarterly increases. Adjusted EBITDA reached $4.1 billion, with a 160 basis point improvement in margins. AFFO per share, their key performance metric, increased by 10% over the year. Despite challenges from a stronger U.S. dollar, Equinix managed significant gross bookings performance, successfully navigating the complexities in location availability by demand-shaping strategies. The company achieved a reduction in power usage effectiveness and operating costs. Looking ahead, Equinix plans to increase its capacity through strategic investments in key metro areas to keep pace with growing demand for digital infrastructure, especially to accommodate AI-related workloads. CEO Adaire Fox-Martin emphasized Equinix's advantage in interconnection density and global presence, underpinning their role in AI rollout. Financial outlook for 2025 anticipates continued revenue growth with adjustments for currency and power cost fluctuations, while maintaining a disciplined approach towards capital allocation and operations refinement. CFO Keith Taylor highlighted significant FX and recurring revenue dynamics affecting outputs and an expectation of improved operating leverage in coming quarters.
Source:
EARNINGS CALL
$CSCO
9 a.m.
Feb. 12, 2025
CSCO Q2 2025: Revenue $14B, EPS $0.94, AI orders $700M YTD, $15B share buyback announced
Cisco reported strong Q2 2025 results with $14B revenue, $0.94 EPS, doubling AI orders and a new $15B share repurchase program.
Cisco's Q2 2025 featured $14B revenue, up 9% year-over-year, surpassing guidance with $0.94 EPS. AI infrastructure orders surpassed $350M, totaling $700M year-to-date. Product orders grew 29%, excluding Splunk, orders were up 11%. Networking products led growth, driven by webscale infrastructure and security doubled due to Splunk's integration. Cisco increased its dividend and authorized a $15B share repurchase. CFO Scott Herren noted the adjusted gross margin at 68.7%, with operating income at $3.8B. CEO Chuck Robbins highlighted the importance of AI's role in future growth and customer demand, stating, "This is a testament to the power of our portfolio and the value we bring to our customers."
Source:
EARNINGS CALL
$AMAT
9 a.m.
Feb. 13, 2025
AMAT Q1 2025: Revenue $7.2B up 7% YoY, driven by 20% foundry logic growth; EPS $2.38 up 12% YoY, China impacts $400M revenue
Revenue grew by 7% YoY to $7.2B, driven by 20% growth in foundry logic; non-GAAP EPS increased 12% YoY to $2.38, despite China trade headwinds impacting revenue by $400M for FY 2025.
In fiscal Q1 2025, Applied Materials achieved revenues of $7.2 billion, marking a 7% year-over-year increase. This was driven by a 9% growth in semiconductor systems sales, with notable strength in foundry logic, which grew by 20%. Non-GAAP EPS reached a record $2.38, a 12% increase from the prior year, aided by strong margins of 48.9% and extensive share repurchases.
CEO Gary Dickerson highlighted the continued alignment with industry trends such as AI, which supported global semiconductor growth by approximately 20% in 2024. Applied Materials is positioned strongly at key technology inflections, including gate-all-around transistors and DRAM stacking. The company expects to outperform in these segments, having outperformed the market across key markets like foundry logic and DRAM outside of China in 2024.
CFO Brice Hill noted the incremental $400 million impact from revised China trade rules, forecasting approximately a $200 million impact in Q2. Despite this, AGS (Applied Global Services) is expected to resume growth in Q3. Looking ahead to Q2 2025, Applied forecasts $7.1 billion in revenue, with non-GAAP EPS projected at $2.30, up 10% YoY, driven by continued strength in leading-edge logic and expected rises in NAND spending.
Source:
EARNINGS CALL
$COIN
9 a.m.
Feb. 13, 2025
COIN Q4 2024: Revenue doubles to $6.6B, adjusted EBITDA $3.3B, subscriptions up 64%
Coinbase Q4 2024: Revenue doubles to $6.6B, adjusted EBITDA $3.3B, subscriptions up 64%
Coinbase reported doubling of its total revenue to $6.6 billion and achieving $3.3 billion in adjusted EBITDA for 2024. Key drivers included a 64% increase in subscription services revenue to $2.3 billion, largely from USDC, staking, and Coinbase One. Total Q4 trading volume reached $439 billion, driven by a 176% growth in consumer trading volume. International revenue became 19% of Q4 earnings due to improved payment systems and localization. The regulatory environment improved with a pro-crypto U.S. government and legislative clarity on stablecoins anticipated. CEO Brian Armstrong highlighted the goal of making USDC the top dollar stablecoin and emphasized ongoing international expansion and product diversification for 2025.
Source:
CONGRESS TRADE
$ATH
10:03 p.m.
Feb. 15, 2025
Dave McCormick buys $250K-$500K in Athene Holding Ltd.
Dave McCormick purchases $250K-$500K in ATH while trading significantly in various stocks.
Dave McCormick made a sizeable purchase of Athene Holding Ltd. stock, valued between $250,001 and $500,000. This trade adds to his recent pattern of large transactions, including both purchases and sales across diverse stocks such as RUM, MCD, PSX, CG, OXY, and ARCC within a similar time frame. His trade in Athene Holding Ltd. is solely within Congress, indicating personal interest without broader congressional trading activity reported for ATH.
Source:
Rep. McCormick purchases $250K-$500K in OXY.
Rep. Dave McCormick purchases $250,001-$500,000 of OXY stock.
On January 21, 2025, Rep. Dave McCormick purchased Occidental Petroleum Corp (OXY) stock valued between $250,001 and $500,000. This transaction is part of McCormick's recent trading behavior which includes several purchases of stocks in various companies, typically in the same monetary range. Past trading by Congress members in OXY includes purchases by Senator Thomas R. Carper and sales by Senator Tommy Tuberville.
Source:
Dave McCormick purchases $250K-$500K in ARCC shares.
Dave McCormick buys $250K-$500K of Ares Capital Corporation shares.
This trade adds to Dave McCormick's recent pattern of large financial transactions, including purchases in ATH, MCD, PSX, CG, and OXY, and a significant sale of RUM shares. His purchase of ARCC shares is the largest reported transaction in ARCC among Congress members since Thomas R. Carper's smaller sale actions in 2022. Ares Capital Corporation, a business development company, has not seen extensive trading among Congress members in recent years.
Source:
Dave McCormick purchases $250K-$500K in The Carlyle Group Inc.
Dave McCormick purchases $250K-$500K in The Carlyle Group Inc. with ongoing investment activity.
Dave McCormick purchased between $250,001 and $500,000 in The Carlyle Group Inc. on January 10, 2025. This transaction is part of a series of recent investments he has made in various companies, including Athene Holding, McDonald's, Phillips 66, and Occidental Petroleum, all within a similar monetary range. Historical Congress trading in The Carlyle Group includes a past purchase by Sen. John Hoeven in 2013.
Source:
Dave McCormick sells $1M-$5M in RUM stock.
Dave McCormick sells $1,000,001 - $5,000,000 in RUM stock.
Dave McCormick sold between $1,000,001 and $5,000,000 in shares of Rumble Inc. on January 16, 2025. This transaction was disclosed on February 10, 2025. McCormick's other recent trades include several purchases in stocks such as ATH, MCD, PSX, CG, OXY, and ARCC, each within a $250,001 to $500,000 range, indicating a diverse investment pattern. Another sale recorded under the name David H. McCormick for the same stock and amount suggests possible dual reporting or a related transaction.
Source:
INSIDER TRADE
$VZ
10:03 p.m.
Feb. 15, 2025
Joseph Russo acquires $121K in VZ stock.
Joseph Russo's recent activity includes a stock acquisition valued at $121,306.29.
Joseph Russo, EVP & President of Global Networks & Tech, acquired 2,993 shares of VZ stock through an in-kind transaction at $40.53 per share, totaling $121,306.29. Russo now holds 32,510 shares. In the current quarter, VZ has seen 34 acquired transactions totaling 15,658.965 shares and 9 disposed transactions totaling 81,511 shares, indicating a higher volume of acquisitions compared to dispositions.
Source:
EARNINGS CALL
$PANW
10 p.m.
Feb. 13, 2025
PANW Q2 2025: Revenue $2.26B, EPS $0.81 beat est; strong SaaS/XIM, large deals drive growth
Palo Alto Networks reported Q2 2025 revenue of $2.26B, up 14%, and non-GAAP EPS of $0.81, exceeding expectations. Strong growth in NGS ARR and expanding large deals fueled performance. Operating margin guidance raised.
In Q2 2025, Palo Alto Networks generated revenue of $2.26 billion, up 14% year-over-year, exceeding the high end of guidance. Non-GAAP EPS reached $0.81, surpassing expectations. The company's Next-Generation Security (NGS) ARR grew 37% to $4.78 billion, driven by software firewalls, SaaS, and Cortex products. Platformization deals expanded significantly, with an increase in large transactions, notably in Asia and the US. Operating margin improvements were highlighted, supporting raised EPS guidance for the year. CEO Nikesh Arora emphasized the strategic focus on AI-driven cybersecurity, stating, "The longer-term trend towards AI is going to continue to underpin technology transformation."
Source:
EARNINGS CALL
$TWLO
10 p.m.
Feb. 13, 2025
Twilio Q4 2024: Revenue $1.195B grows 11% YOY, first GAAP profitability, strong AI-driven strategy
Twilio Q4 2024 call highlighted 11% revenue growth YOY to $1.195 billion and achieved first-ever GAAP operating profitability.
Twilio reported $1.195 billion in Q4 2024 revenue, marking its second consecutive quarter of double-digit growth. Full-year revenue reached $4.458 billion, a 9% increase year over year. The company achieved GAAP operating profitability, a milestone for the organization. CEO Khozema Shipchandler emphasized the pivotal role of AI and data strategies in driving customer engagement and profitability. Messaging and email remain strong with political revenue contributing 60 basis points to growth. Segment revenue saw a slight 1% decline, though bookings accelerated. Despite a $17 million bad debt charge related to a Brazilian telecom customer, non-GAAP income rose to $197 million, with free cash flow at $93 million in Q4. For 2025, Twilio targets organic revenue growth of 7% to 8%, with an operating margin expansion planned by 2027, utilizing increased AI and automation across operations and customer engagement. CFO Aidan Viggiano noted that bad debt expenses will not impact future quarters.
Source:
EARNINGS CALL
$HUBS
10 p.m.
Feb. 12, 2025
HUBS Q4 2024: Revenue $768M, 20% YoY growth, AI driving efficiency, 9,800 new customers
HubSpot reported strong Q4 2024 revenue growth of 20% YoY, net income of $125M. AI initiatives improved efficiency with over 10,000 AI-generated sales meetings and AI chatbots resolving 80% of inquiries.
HubSpot concluded 2024 with a strong revenue growth, posting a 20% YoY increase for Q4 in constant currency. The operating margin for Q4 was 19%, reflecting a 200 bps YoY improvement. The customer base expanded to 248,000 with over 9,800 net customer additions. AI-driven efficiencies were prominent, with AI tools such as the sales bot and customer support chatbot significantly enhancing productivity. HubSpot's focus on AI resulted in revenue growth, improved operational efficiencies, and a robust AI-centric ecosystem expansion. The company's strategy includes embedding AI across all hubs, which fueled the adoption of the Content Hub noted for its high attachment rates to the Marketing Hub. The company plans to continue leveraging AI for operational efficiencies, customer acquisition, and retention as part of their growth strategy for 2025. CEO Yamini Rangan emphasized that HubSpot is poised to capitalize on AI advancements by unifying structured and unstructured data, providing comprehensive customer journey context, and expanding the AI agent ecosystem. Financial guidance for 2025 predicts continued growth with a revenue target between $2.985B and $2.995B, and maintaining a focus on product innovation and market expansion initiatives.
Source:
EARNINGS CALL
$TTD
10 p.m.
Feb. 12, 2025
TTD Q4 2024: Revenue $741M misses expectations; yearly revenue growth at 26%, Free Cash Flow $630M
The Trade Desk sees strong annual growth with $2.4B revenue, but misses Q4 expectations due to execution issues.
The Trade Desk (TTD) reported a $2.4 billion revenue for the year, a 26% increase. However, Q4 revenues fell short with a 22% increase to $741 million, below expectations. The miss was attributed to internal execution missteps rather than external factors. During the call, CEO Jeff Green explained changes to the company's structure and strategy, focusing on long-term opportunities and internal efficiency improvements, like a companywide reorganization and enhancement of their product development. CFO Laura Schenkein noted political ad spend was strong, making up about 5% of Q4 revenue. Net income for Q4 was $297 million, translating to $0.59 per share. The company is optimistic about 2025, expecting a 17% revenue increase in Q1 despite modest operational expense growth.
Source:
EARNINGS CALL
$UPWK
10 p.m.
Feb. 12, 2025
UPWK Q4 2024: Revenue $769.3M, AI GSV up 60%, EBITA margin 21.8%, Business Plus launched
Revenue grew 12% YoY to $769.3M, AI-related GSV up 60%, launch of Business Plus
Upwork's revenue grew by 12% year-over-year to $769.3 million for 2024, surpassing expectations despite macroeconomic challenges. Gross margin was 77.4%, and adjusted EBITDA margin reached 21.8%. Key growth areas include AI-related work, which saw a GSV growth of 60% YoY, driven by a 93% increase in prompt engineering. The enterprise segment also contributed to overperformance, with a 4% growth under challenging conditions. The launch of Business Plus is aimed at capturing more enterprise clients, achieving over 1,000 active users since launch. On the profitability front, adjusted EBITDA was $167.6 million, with a target of reaching a 35% margin in the coming years. AI initiatives, particularly through Uma, are improving productivity and engagement on the platform, enhancing job post quality and fill rates considerably.
Source:
EARNINGS CALL
$GDDY
10 p.m.
Feb. 13, 2025
GDDY Q4 2024: Revenue $1.2B beats guide; EBITDA margin up to 32%, Free Cash Flow $1.4B
GoDaddy Q4 2024: Revenue $1.2B exceeds guidance, normalized EBITDA margin 32%, ARR $4B
GoDaddy delivered Q4 revenue of $1.2 billion, exceeding guidance with an 8% increase year-over-year. Normalized EBITDA margin grew to 32%, aided by a favorable product mix and operational discipline. Consolidated annual recurring revenue climbed 8% to $4 billion. Applications and commerce segment saw 17% growth in revenue to $441 million, with segment EBITDA margin at 47%. Core platform revenue grew modest 4%. The company generated $1.4 billion in full-year free cash flow, a 25% increase, supported by strong A&C growth. The Aero initiative showed strong engagement, becoming the primary funnel for new products. GoDaddy crossed $5 billion in annual bookings, marking a significant milestone as well.
Source:
EARNINGS CALL
$ABNB
10 p.m.
Feb. 13, 2025
ABNB Q4 2024: Revenue $2.5B up 12% YoY, net income $461M, adjusting for FX headwinds
Airbnb achieved 12% revenue growth YoY to $2.5B, with net income of $461M and adjusted EBITDA of $765M, executing on tech upgrades and geographical expansion.
Airbnb closed Q4 2024 with revenue reaching $2.5 billion, an increase of 12% year-over-year. The company reported a net income of $461 million and adjusted EBITDA of $765 million, with a full-year adjusted EBITDA margin of 36%. CEO Brian Chesky highlighted the launch of over 535 product features and upgrades, focusing on improving the user experience, which led to higher conversion rates. The Co Host network expanded to nearly 100,000 listings within four months. CFO Ellie Mertz mentioned that free cash flow for Q4 was $458 million, with the company holding $10.6 billion in corporate cash. Additionally, $838 million in Class A stock was repurchased in Q4. Guidance for Q1 2025 anticipates adjusted EBITDA margin impacted by FX headwinds, with expected revenue growth between 4-6%, or 7-9% excluding FX impact. Airbnb plans to invest $200M-$250M in launching new businesses in 2025. "We're executing on a multiyear growth strategy," said Ellie Mertz, CFO.
Source:
CONGRESS TRADE
$SMAR
1:04 p.m.
Feb. 15, 2025
Rep. Tony Wied sells up to $250K in SMAR stock.
Rep. Tony Wied executed a sale of SMAR stock valued between $100,001 and $250,000.
Rep. Tony Wied disclosed the sale of SMAR stock between $100,001 and $250,000 on February 14, 2025, with the transaction occurring on January 23, 2025. This trade is a continuation of recent Congress trading in SMAR, which also saw transactions by Rep. Ro Khanna in 2022 involving smaller amounts. No committee oversight context available.
Source:
1:03 p.m.
Feb. 15, 2025
AMCX 2024: Revenue $2.42B (-10.7% YoY), streaming growth offsets linear decline, significant goodwill impairments.
AMC Networks faced a challenging year with a 10.7% decline in total revenue, primarily due to decreases in domestic and international operations. Despite growth in streaming services, the company reported a substantial net loss, driven by significant goodwill impairments and declining linear TV revenues. The company continues to navigate industry shifts towards digital platforms while managing high debt levels and competitive pressures.
AMC Networks' 2024 financial performance was marked by a notable decline in revenue, dropping to $2.42 billion, a 10.7% decrease from the previous year. This decline was largely attributed to reduced subscription and advertising revenues in both domestic and international segments, reflecting broader industry trends away from traditional linear television. The company did see an increase in streaming revenues, which partially offset these declines, highlighting the ongoing shift towards digital consumption. However, the financial year was heavily impacted by goodwill impairments totaling $370.7 million, primarily within the Domestic Operations and AMCNI reporting units, as the company reassessed the fair value of its assets amidst a challenging media landscape. These impairments, coupled with restructuring charges, contributed to a net loss of $226.5 million for the year. AMC Networks is also contending with substantial long-term debt, which poses ongoing financial risks. Despite these challenges, the company is investing in original programming and strategic partnerships to bolster its streaming offerings and adapt to the evolving market dynamics.
Source:
1:02 p.m.
Feb. 15, 2025
GPN 2024: Revenue $10.1B (+4.7% YoY), Merchant Solutions growth continues, strategic transformation underway.
Global Payments Inc. reported a 4.7% increase in revenue for 2024, reaching $10.1 billion, driven by performance in the Merchant Solutions segment. The company is undergoing a strategic transformation to focus on growth areas, expected to yield benefits by 2027. However, challenges such as integration costs and regulatory compliance persist.
Global Payments Inc. experienced a notable rise in revenue for the year 2024, with consolidated revenues hitting $10.1 billion, marking a 4.7% increase from the previous year. This was mainly driven by the Merchant Solutions segment, which recorded a 7.5% rise due to higher transaction volumes and the integration of the EVO acquisition. The Issuer Solutions segment also contributed with a 3.5% increase. The company is pursuing a strategic transformation to streamline operations and concentrate on high-growth areas, expecting an annual operating income benefit of over $600 million by 2027. Despite these advancements, Global Payments faces challenges such as integrating acquired businesses, potential regulatory changes, and the necessity for continuous innovation in a rapidly changing payments technology landscape. Additionally, the company is managing significant debt which may affect its financial flexibility. The growth of AI and digital payment solutions presents both opportunities and risks as the company navigates compliance and technological changes.
Source:
9:04 a.m.
Feb. 15, 2025
Meta plans major investment into AI-powered humanoid robots
Meta Platforms Inc. is making a significant investment into AI-powered humanoid robots, forming a new team within its Reality Labs hardware division. The company plans to spend $65 billion this year on related products, including artificial intelligence infrastructure and robot development.
Source:
9:04 a.m.
Feb. 15, 2025
Google's Gemini AI gains improved memory capabilities
Google's Gemini AI has been updated with the ability to recall past conversations, enhancing its contextual understanding and user interaction capabilities. This development comes as Gemini Flash 2.0 leads a new AI agent leaderboard, showcasing Google's continued advancements in AI technology.
Source:
CONGRESS TRADE
$GOOGL
9:04 a.m.
Feb. 15, 2025
Rep. Rob Bresnahan sells $50K-$100K in GOOGL.
Rep. Rob Bresnahan sells $50K-$100K in GOOGL, following a pattern of frequent stock trades.
Rep. Rob Bresnahan sold Alphabet Inc. stock valued between $50,001 and $100,000 on January 21, 2025. This sale follows a series of transactions where Bresnahan has been active in both buying and selling different stocks over the same period. Alphabet Inc. (GOOGL) has also been traded recently by other Congress members, mostly in smaller transaction amounts.
Source:
CONGRESS TRADE
$BAYRY
9:04 a.m.
Feb. 15, 2025
Rep. Michael McCaul sells $50K-$100K in Bayer AG stock.
Rep. Michael McCaul's spouse sold $50K-$100K in Bayer AG stock.
Rep. Michael McCaul sold Bayer AG stock valued between $50,001 and $100,000. His recent trading activity includes several sales and purchases in various sectors. McCaul has shown a pattern of active trading in BAYRY stock, with multiple transactions over the past year. Other members have shown participation, particularly Michael's consistent dealings, highlighting an engaged interest in this asset.
Source:
Michael McCaul's spouse sells up to $100K in HLI stock.
Rep. Michael McCaul's spouse sells between $50K and $100K of Houlihan Lokey Inc (HLI) stock.
Michael McCaul disclosed the sale of Houlihan Lokey Inc (HLI) stock held by his spouse, valued between $50,001 and $100,000. This transaction is part of a series of trades involving the sale and purchase of HLI stocks by McCaul and his spouse over recent years. In addition to McCaul's activity, other Congress members have also traded HLI stocks, indicating a broader interest in this stock among legislators.
Source:
Rep. McCaul's spouse sells up to $100K in Chevron stock.
Rep. McCaul's spouse sells $50K-$100K in Chevron stock.
Rep. Michael McCaul's spouse executed a sale of Chevron (CVX) stock valued between $50,001 and $100,000. Rep. McCaul has a consistent trading history involving both sales and purchases of Chevron stock, including recent sales and acquisitions. Congress members have engaged in multiple transactions involving Chevron, both purchases and sales, throughout recent years.
Source:
Rep. McCaul sells PROSY stock worth $50K-$100K
Rep. McCaul sells $50K-$100K in PROSY, ongoing trading activity
Rep. Michael McCaul has disclosed a sale of PROSY stock valued between $50,001 and $100,000 on January 9, 2025. This trade is part of repeated transactions involving PROSY, with multiple sales and purchases reported since 2023, demonstrating a pattern of active trading in this stock. There is evidence of prior sales and purchases across various amounts including a recent sale ranging from $15,001 to $50,000 in November 2024. Several other members, including Rep. Daniel Goldman, have also traded PROSY recently.
Source:
Rep. McCaul's spouse sells $50K-$100K in AAPL stock.
Rep. McCaul's spouse sold $50K-$100K in Apple stock.
Rep. Michael McCaul disclosed a sale of Apple (AAPL) stock valued between $50,001 and $100,000 by his spouse on January 21, 2025. This transaction is part of an ongoing selling pattern in AAPL by Rep. McCaul's spouse, who also executed a sale of between $15,001 and $50,000 on January 27, 2025. Over the past year, Rep. McCaul's spouse has made several transactions involving AAPL, primarily sales, suggesting a broader strategy involving this stock.
Source:
Rep. McCaul's spouse invests up to $5M in RFRAX.
Rep. McCaul's spouse purchased $1M-$5M worth of RFRAX shares.
Rep. Michael McCaul (TX10) reported a major purchase by his spouse involving $1,000,001 to $5,000,000 in RFRAX (Columbia Floating Rate Fund) on January 28, 2025. This is the only disclosed trade in RFRAX among Congress members in the provided data. This purchase marks one of several significant investments made by McCaul's spouse in 2025, indicating active trading within diverse stocks and funds.
Source:
Rep. McCaul sells $50K-$100K in WDAY stock.
Rep. Michael McCaul sold $50K-$100K in Workday Inc stock, part of ongoing trading activity in this stock.
Rep. Michael McCaul disclosed the sale of Workday Inc stock valued between $50,001 and $100,000 on behalf of his spouse, with the transaction date noted as January 9, 2025. McCaul's trading history shows frequent activity, particularly in selling WDAY stocks, having both bought and sold the stock repeatedly over the past year. This pattern indicates a strategic investment approach within his family portfolio. Other members of Congress, notably Ro Khanna, have also traded Workday stock, suggesting a broader interest in this asset among legislators.
Source:
Rep. McCaul's spouse buys $100K-$250K in AJG stock.
Rep. McCaul's spouse purchased AJG stock worth $100K-$250K.
Rep. Michael McCaul's spouse bought AJG stock valued between $100,001 and $250,000. This is among several trades disclosed on February 14, 2025, all executed in early January 2025. Recent trading shows regular activity in various stocks by Rep. McCaul's spouse. Other members of Congress, like Ro Khanna, have also recently traded in AJG, but the amounts and spouse involvement varied.
Source:
Rep. McCaul's spouse purchases $100K-$250K in GPC stock.
Rep. Michael McCaul's spouse purchased $100,001-$250,000 in Genuine Parts Co stock.
Rep. Michael McCaul's spouse recently purchased between $100,001 and $250,000 worth of Genuine Parts Co (GPC) stock on January 13, 2025. This is part of a broader pattern of active trading, as evidenced by several other transactions, including sales and purchases of various stocks. Recent congressional trading activity in GPC includes purchases and sales by other members, with varying transaction amounts.
Source:
Rep. McCaul sells $50K-$100K in AMZN stock
Rep. McCaul's spouse sold AMZN stock valued at $50,001 - $100,000.
Rep. Michael McCaul, from Texas's 10th district, disclosed a sale of Amazon stock by his spouse, amounting to between $50,001 and $100,000. McCaul's recent trading activities include multiple sales and purchases by his spouse. In the context of Amazon stock, McCaul's spouse has sold Amazon shares on several occasions, with the latest transaction continuing this pattern. Other members of Congress, including Rep. Marjorie Taylor Greene and Nancy Pelosi's spouse, have also reported trading activities in Amazon stock recently, showcasing active interest and varied trading strategies among legislators.
Source:
Rep. McCaul sells up to $100K in UNH stock through spouse.
Rep. Michael McCaul's spouse sells up to $100K in UnitedHealth Group (UNH) stock, following recent trading activity in health sector stocks.
Rep. Michael McCaul's spouse sold $50,001 to $100,000 worth of UNH stock on January 9, 2025. Previously, there was a purchase of up to $50,000 in UNH on January 14, 2025. McCaul's spouse shows a pattern of frequent transactions in various sectors, with repeated trades in UNH over time. The transaction is part of several trades involving UNH among Congress members.
Source:
9:02 a.m.
Feb. 15, 2025
DIOD 2024: Revenue $1.3B (-21% YoY), automotive and industrial markets stable, focus on AI and cost reduction.
Diodes Incorporated faced a challenging year in 2024 with a 21% decline in revenue to $1.3 billion, primarily due to decreased demand and inventory adjustments. Despite this, the company maintained a stable revenue mix in the automotive and industrial sectors, which together accounted for 42% of product revenue. Looking forward, Diodes is focusing on expanding its presence in AI-related applications and continuing cost reduction efforts to support future growth.
In 2024, Diodes Incorporated experienced a significant downturn in revenue, dropping by 21% to $1.3 billion compared to the previous year. This decline was largely attributed to a decrease in demand across key markets and ongoing inventory adjustments by customers. The company's gross profit also fell by 33.8%, with a gross margin of 33.2%, down from 39.6% in 2023. Despite these challenges, Diodes maintained a stable revenue contribution from the automotive and industrial sectors, which together made up 42% of total product revenue. The company is optimistic about 2025, expecting a stronger performance driven by its strategic focus on AI-related applications and continued cost reduction initiatives. Diodes is also committed to expanding its product portfolio and enhancing its manufacturing capabilities to support future growth. However, the company faces several risks, including potential disruptions in its supply chain, competitive pressures, and geopolitical uncertainties, which could impact its operations and financial performance.
Source:
EARNINGS CALL
$DDOG
9 a.m.
Feb. 13, 2025
DDOG Q4 2024: Revenue $738M, up 25% YoY, $1B bookings record, 30K customers, ARR tops $3B
Q4 revenue grew 25% YoY to $738M, exceeding guidance, with $1B in new bookings and strong customer expansion.
Datadog's Q4 2024 revenue reached $738 million, up 25% year-over-year, surpassing the high end of guidance. The company signed $1 billion in bookings, marking a record high. Datadog ended the quarter with approximately 30,000 customers, an increase from 27,300 a year ago. Notably, the number of customers with annual recurring revenue (ARR) of $100,000 or more rose to 3,610 from 3,190, contributing to 88% of total ARR. Customers using multiple products increased, and Datadog's total ARR exceeded $3 billion. Growth was driven by product adoption in infrastructure monitoring, APM, and log management. The company's strategic focus was underscored by a 33% free cash flow margin achieved through operational efficiency and expanding product portfolio. CEO Olivier Pomel noted a stable business environment with customers increasingly investing in observability solutions. Forward guidance for Q1 2025 anticipates revenue between $737 million and $741 million, representing 21% YoY growth. "We continue to focus on delivering innovation and value to our customers against their mission-critical needs," stated Pomel, highlighting Datadog's commitment to leveraging cloud migration and AI trends for continued growth.
Source:
Apple Partners with Alibaba to Integrate AI into iPhones in China
Apple has announced a partnership with Alibaba to provide AI technology for iPhones sold in China. This collaboration aims to introduce advanced AI features to Chinese users, helping Apple compete with local smartphone manufacturers .
Source:
10:02 p.m.
Feb. 14, 2025
Nvidia Reduces Stake in Arm Holdings, Invests in China's WeRide
Nvidia has cut its stake in Arm Holdings and disclosed a new position in Chinese autonomous driving company WeRide. This move signals a shift in Nvidia's investment strategy and could have implications for the global AI chip market .
Source:
CONGRESS TRADE
$ANET
10:01 p.m.
Feb. 14, 2025
Rep. McCaul's spouse purchases $50K-$100K in ANET.
Rep. McCaul's spouse purchases $50K-$100K in Arista Networks stock.
Rep. Michael McCaul's spouse reported purchasing $50,001 to $100,000 worth of Arista Networks (ANET) stock. This follows a pattern of active trading in ANET by the McCaul family, including both purchases and sales within the past year. Recent Congress trading in ANET involves several members, but no specific committee oversight is stated in relation to Rep. McCaul's portfolio transactions.
Source:
Rep. Michael McCaul's spouse buys $15K-$50K in META stock.
Rep. McCaul's spouse purchases META stock in the amount of $15,001 - $50,000.
Rep. Michael McCaul's spouse purchased META stock valued between $15,001 and $50,000 on January 30, 2025. Recently, McCaul's spouse has been actively trading stocks, including a purchase of NVIDIA shares. Notably, McCaul has previously engaged in multiple transactions of META shares over the past year, often involving sales and purchases in a similar financial range. Other Congress members have also been trading in META, with both purchases and sales disclosed recently.
Source:
Rep. McCaul's spouse buys $50K-$100K in GE stock.
Rep. McCaul's spouse purchased GE stock for $50,001 - $100,000. McCaul has a trading history in GE with recent buys and sales.
Rep. Michael McCaul's spouse purchased $50,001 - $100,000 in GE stock on January 21, 2025. McCaul has been active in trading GE, with both recent purchases and sales of GE stock, showing a continued interest in the stock. This includes a purchase by McCaul's spouse on January 27, 2025, in the range of $15,001 to $50,000. Historically, McCaul has also engaged in several significant sales of GE stock in 2024, indicating a fluctuating position in the company. Overall, this aligns with McCaul's active trading pattern in GE over time.
Source:
Rep. Michael McCaul's spouse purchases up to $250K in Humana stock.
Rep. McCaul's spouse purchased Humana stock valued between $100,001 to $250,000.
This is part of a larger trading activity by Rep. McCaul's spouse, who has been actively trading stocks such as GE, HLI, and HUM recently. In particular, the transactions involving Humana indicate a significant interest, with both purchases and sales occurring in recent weeks and months. This new purchase aligns with recent trading behavior in the healthcare sector by the member's spouse.
Source:
Rep. McCaul's spouse purchases $50K-$100K in AVGO.
Rep. Michael McCaul's spouse acquires $50K-$100K in Broadcom Inc stock.
The transaction was conducted on January 30, 2025, involving a purchase by McCaul's spouse valued between $50,001 and $100,000. This fits within McCaul's recent active trading history with multiple transactions in various stocks, primarily on the purchase side for his spouse. Recent Congress trading in Broadcom includes multiple smaller purchases and sales by other members, with varying amounts under $15,000 and some up to the same range as McCaul's trade.
Source:
Rep. McCaul's spouse acquires up to $250K in CVS stock.
Rep. Michael McCaul's spouse purchased $100,001 - $250,000 in CVS stock.
Rep. Michael McCaul's spouse made a significant purchase of CVS stock in January 2025, continuing a pattern of active trading in various stocks. McCaul's recent trading history shows both purchases and sales across different industries, including substantial transactions in CVS stock in the past year. Other congressional members, such as Rep. Ro Khanna and Rep. James French Hill, have also been active in trading CVS stock.
Source:
EARNINGS CALL
$HOOD
10 p.m.
Feb. 12, 2025
HOOD Q4 2024: Revenue $1B, annual revenue up 58% to $3B, EPS $1.56, derivatives business energized growth.
Robinhood's Q4 top revenue $1B, full-year up 58% to $3B; net income positive, EPS $1.56.
Robinhood achieved revenue of over $1 billion for Q4 2024, marking the first quarter surpassing the billion-dollar mark, contributing to a total revenue of $3 billion for the year, up 58% from 2023. The company saw a first-time positive net income, generating $1.56 in EPS for the year. Key growth drivers included the launch of Robinhood Legend and the derivatives business, contributing to significant increases in market share for equities and options. Robinhood Gold subscribers grew 80% year-over-year, reaching 2.6 million, with future targets close to 3 million. Revenues more than doubled year-over-year in Q4, driven by growth in transaction volumes and gold subscriptions. CFO Jason Warnick highlighted that 80% of top-line growth contributed to the bottom line, with adjusted EBITDA rising 160% to $1.4 billion. CEO Vlad Tenev emphasized continued innovation in product offerings, expansion plans, and engagement in crypto and traditional finance. Tenev noted, “Over 30% of new customers in Q4 joined Robinhood Gold.” The focus remains on product innovation, market share gains, and efficient expense management in 2025.
Source:
EARNINGS CALL
$EQIX
10 p.m.
Feb. 12, 2025
EQIX Q4 2024: Revenue $8.7B up 8% YoY, record gross bookings, strong AI-related demand
Equinix reports $8.7B full-year revenue, up 8% YoY, 26 years of consecutive growth, with record megawatts sold and solid bookings across regions.
Equinix delivered strong performance in Q4 2024, achieving $8.7 billion in full-year revenue, growing 8% year-over-year. Adjusted EBITDA rose to $4.1 billion, indicating a margin improvement of 160 basis points from the previous year. AFFO per share increased by 10%, reflecting the company's operational efficiency and strategic management of resources. The company noted record gross bookings, encompassing over 16,200 deals and spanning more than 6,000 customers. Notably, 50% of Equinix's top 25 Q4 deals involved high-performance compute related to AI workloads, highlighting significant demand within this space. Despite currency impacts, the company maintains a positive outlook for 2025, driven by accelerating growth and strategic expansions. "Our focus is on serving better, solving smarter, and building bolder," CEO Adaire Fox-Martin emphasized, underscoring strategic priorities aligning towards 2025.
Source:
EARNINGS CALL
$COIN
10 p.m.
Feb. 13, 2025
COIN Q4 2024: Revenue $6.6B more than doubled, trading volume up 176%, all-time high market share
Coinbase reported Q4 2024 revenue of $6.6B, up over 100% YoY; cryptotrading volumes rose 137%, international revenue at 19%.
Coinbase experienced a strong Q4 2024 with revenue more than doubling to $6.6 billion. Adjusted EBITDA was $3.3 billion, marking the second consecutive year of positive EBITDA. Trading volumes increased substantially, with total trading at $439 billion, consumer volume up 176% to $94 billion, and institutional volume at $345 billion. International revenue reached 19% driven by improved payment systems and market expansion strategies. Key growth drivers included a 64% increase in subscription services revenue, notably with USDC, staking, and Coinbase One. Coinbase aims to leverage regulatory tailwinds and expand international markets using a successful playbook for market penetration. CEO Brian Armstrong highlighted the importance of regulatory changes and the move to make crypto mainstream, positioning Coinbase as a core player in this evolution. "Coinbase Global is going to be the platform that's going to power many of these companies that are coming in and trying to integrate crypto," Armstrong stated.
Source:
EARNINGS CALL
$ROKU
10 p.m.
Feb. 13, 2025
Roku Q4 2024: Platform revenue up 25% YoY, 90M streaming households reached, $100M+ free cash flow, strong ad growth
Roku's platform revenue grew 25% in Q4 with a 19% core growth excluding political, free cash flow up to $100M+, with 90M streaming households reached.
Roku reported a strong Q4 2024 with platform revenue up 25%, driven by a strategy well-executed across its home screen utilization, ad demand expansion, and subscription growth. Excluding the political segment, platform revenue grew 19% YoY. The company also highlighted robust growth in advertising and streaming service distribution, expecting 16% platform revenue growth for Q1 2025 and 12% for the full year. Roku ended the year with over 90 million global streaming households, growing by 4 million in Q4 alone, and its focus remains on international expansion and home screen monetization. Free cash flow for 2024 was over $100 million and is expected to exceed adjusted EBITDA in 2025. Anthony Wood, CEO, emphasized ongoing success: "Our strategy is working, and there's still a lot of growth left in this business." Roku's CFO, Dan Jedda, confirmed no 606 adjustments are anticipated for 2025, distinguishing this year's guidance from the last.
Source:
EARNINGS CALL
$AMAT
10 p.m.
Feb. 13, 2025
AMAT Q1 2025: Record revenue $7.2B, EPS $2.38 beats est, AI boosts growth, China export impact $400M
AMAT reports record Q1 2025 revenues of $7.2B, non-GAAP EPS of $2.38, significant growth driven by AI-driven technology shifts, China headwinds impacting service revenue.
Applied Materials reported Q1 fiscal 2025 revenues of $7.2 billion, achieving a 7% year-over-year increase, with a boost from semiconductor systems which accounted for $5.36 billion, and a 12% year-over-year rise in non-GAAP EPS to $2.38. Non-GAAP gross margin reached 48.9%, marking the highest in years. The growth was supported by a robust performance in foundry logic and AI-related technology demands, contributing to a 20% rise in foundry logic revenues, though DRAM sales to China declined as anticipated. The company managed $1.6 billion in shareholder returns through dividends and repurchases. Facing export restrictions to China, expected to impact fiscal 2025 revenues by $400 million, Applied anticipates reduced contributions from China to its revenue in the next quarter. CEO Gary Dickerson emphasized the company's strategic position in advanced packaging and semiconductor innovations. "We're on track to capture greater than 50% share of our served market in gate-all-around," Dickerson said.
Source:
Meta Platforms Leads Tech Stock Performance in Early 2025
Meta Platforms (META) has emerged as one of the best-performing tech stocks in early 2025, with a 17.7% gain year-to-date. Other top performers include IBM (IBM) and CrowdStrike (CRWD), both up 16.3%.
Source:
5:03 p.m.
Feb. 14, 2025
Google Announces Public Beta for Gen AI Toolbox for Databases
Google has launched a public beta for Gen AI Toolbox for Databases, an open-source server that allows developers to connect generative AI applications to databases. The toolbox aims to streamline creation, deployment, and management of generative AI tools capable of querying databases.
Source:
CONGRESS TRADE
$ADBE
5:03 p.m.
Feb. 14, 2025
Rep. Fleischmann purchases $15K-$50K in ADBE stock.
Rep. Fleischmann purchases $15K-$50K in Adobe stock.
On January 28, 2025, Rep. Charles J. "Chuck" Fleischmann made a joint purchase of Adobe Inc. stock valued between $15,001 and $50,000. In recent trading activity, Rep. Fleischmann has engaged in several transactions, mostly involving ETFs, with this being one of the larger individual stock purchases. Adobe has experienced mixed trading within the House, with members like Rob Bresnahan and Michael McCaul recently selling and members like Marjorie Taylor Greene and Ro Khanna adding to their holdings. This suggests diverse member perspectives on the stock's potential performance.
Source:
CONGRESS TRADE
$BRK/B
5:02 p.m.
Feb. 14, 2025
Rob Bresnahan purchases $50K-$100K in BRK/B stock options.
Rep. Rob Bresnahan purchases $50K-$100K in BRK/B stock options.
Rep. Rob Bresnahan executed a purchase of BRK/B stock options valued between $50,001 and $100,000 on January 15, 2025. This move is part of multiple recent trades in BRK/B, indicating possible increased interest or strategic movement in this asset. Bresnahan's history shows diversified trading activity with both purchases and sales across various stocks such as BABA, GOOGL, and BA, but recent activity in BRK/B suggests a focused strategy. There is substantial interest in BRK/B among fellow Congress members, with recent trades by Marjorie Taylor Greene and Josh Gottheimer.
Source:
Rob Bresnahan buys $15K-$50K in BRK/B stock.
Rep. Rob Bresnahan purchased $15K-$50K in Berkshire Hathaway stock.
Rob Bresnahan executed a joint purchase of Berkshire Hathaway stock valued between $15,001 and $50,000 on 2025-01-13. This trade is part of a broader pattern in Bresnahan's trading activity, which includes multiple acquisitions and sales within BRK/B, as well as transactions in other stocks like Alibaba and Intel. This is consistent with a recent trend where Berkshire Hathaway has been popular among other members, including Josh Gottheimer and Marjorie Taylor Greene, who also reported purchases in January 2025.
Source:
Rep. Bresnahan sells up to $50K in BRK/B.
Rep. Bresnahan sells up to $50K worth of Berkshire Hathaway stock.
Rep. Rob Bresnahan disclosed the sale of Berkshire Hathaway Inc. (BRK/B) stock valued between $15,001 and $50,000 on January 15, 2025. This sale follows a pattern of mixed trading activities during the same period involving both purchases and sales of BRK/B stock. The broader trend in Congress shows ongoing interest in Berkshire Hathaway with multiple members engaged in transactions around this period.
Source:
Rep. Bresnahan sells $15K-$50K in Lowe's stock.
Rep. Bresnahan sells $15K-$50K Lowe's stock; recent trading includes diverse asset sales and purchases.
Rep. Rob Bresnahan executed a sale of Lowe's stock valued between $15,001 and $50,000 on February 7, 2025. This trade is part of a broader pattern wherein Rep. Bresnahan has recently engaged in various sales of stocks, including companies like Alphabet Inc, Boeing, and Adobe, as well as purchases in Alibaba Group and Berkshire Hathaway. His recent trading profile indicates a pattern of both buying and selling different assets across a range of industries, but no committee oversight information is available to suggest direct influence or oversight in relation to Lowe's.
Source:
CONGRESS TRADE
$ATH
5:02 p.m.
Feb. 14, 2025
Dave McCormick buys $250K-$500K in Athene Holding Ltd
Dave McCormick's purchase of $250K-$500K in Athene Holding Ltd.
Dave McCormick purchased shares worth $250,001 to $500,000 in Athene Holding Ltd on January 16, 2025, disclosed on February 10, 2025. This transaction forms part of a broader buying pattern, including recent purchases in McDonald's Corp, Occidental Petroleum Corp, ARES Capital Corp, The Carlyle Group, and Phillips 66. There are no records of other congressional transactions in Athene Holding Ltd following McCormick's purchase.
Source:
Dave McCormick purchases $250K-$500K in Occidental Petroleum (OXY) shares.
Dave McCormick purchases $250K-$500K in OXY; recent history shows a strong inclination towards energy and capital markets.
Dave McCormick made a recent purchase of Occidental Petroleum (OXY) for $250,001 to $500,000 on January 21, 2025. His trading history demonstrates a pattern of substantial investments in various sectors, including energy and finance, with consistent purchase amounts in the $250,001 to $500,000 range. Congress has seen notable activity in OXY shares, with prior trades by members like Tommy Tuberville, who has frequently traded in OXY over the years.
Source:
Dave McCormick buys $250K-$500K in ARCC.
Dave McCormick purchases $250,001 - $500,000 of ARES Capital Corporation (ARCC) stock.
On January 17, 2025, Dave McCormick disclosed a purchase of ARES Capital Corporation stock valued between $250,001 and $500,000. In recent trading activity, McCormick has been active in purchasing stocks across various sectors, with significant transactions in Occidental Petroleum (OXY), Athene Holding Ltd (ATH), McDonald's Corp (MCD), and Phillips 66 (PSX), each in the same value range. Previously, Thomas R. Carper also traded ARCC, though at lower amounts ($1,001 - $15,000) and mostly as sales. A full context of Dave McCormick's committee assignments related to ARCC is not specified.
Source:
Rep. McCormick purchases $250K-$500K in McDonald's Corp shares.
Rep. McCormick purchases up to $500K in MCD shares.
Rep. Dave McCormick purchased McDonald's Corp shares valued between $250,001 and $500,000 on behalf of himself. This follows a consistent pattern of recent purchases by McCormick in various sectors, including energy and finance. Other recent activities in Congress involving McDonald's show a mix of buying and selling, but Rep. McCormick's trade is the largest recent purchase. There is no additional committee context relevant to this trade.
Source:
Dave McCormick sells $1M-$5M in RUM stock.
Dave McCormick sells RUM stock worth between $1M and $5M, showing a significant transaction.
Dave McCormick sold RUM stock valued between $1,000,001 and $5,000,000 on January 16, 2025. The disclosure was made on February 10, 2025. McCormick has a recent pattern of purchasing stocks in various sectors, including Occidental Petroleum (OXY), ARES Capital Corporation (ARCC), and McDonald's Corp (MCD), among others. This RUM sale stands out as one of his larger transactions within the given timeframe, as he typically engages in transactions in the $250,001-$500,000 range. The trade is part of a broader set of stocks being transacted by McCormick without any committee oversight information provided.
Source:
Dave McCormick purchases $250K-$500K in The Carlyle Group (CG).
Dave McCormick invests heavily in The Carlyle Group with a purchase of $250K-$500K.
Dave McCormick recently purchased shares in The Carlyle Group valued between $250,001 and $500,000. This purchase is part of a broader recent investment activity with similar purchase amounts in different stocks including OXY, ARCC, ATH, MCD, and PSX. No recent notable trading activity in CG by other members of Congress beyond a past purchase by John Hoeven.
Source:
Dave McCormick purchases $250K-$500K in PSX stock.
Dave McCormick purchases $250K-$500K in Phillips 66 stock.
Dave McCormick purchased between $250,001 and $500,000 worth of Phillips 66 stock. This trade was disclosed on February 10, 2025, for a transaction dated January 10, 2025. McCormick's recent trading activity shows large purchases in various sectors including energy (OXY, PSX), finance (CG, ARCC, ATH), and retail (MCD). No specific committee oversight related to PSX is provided in the data. In recent months, there has been one other transaction involving PSX, a sale by Shelley Moore Capito's spouse.
Source:
5:01 p.m.
Feb. 14, 2025
UPWK 2024: Revenue $769.3M (+12% YoY), Marketplace take rate up to 18%, AI acquisition enhances platform.
Upwork's 2024 revenue grew by 12% to $769.3 million, driven by strategic changes in their Marketplace offerings, which increased the take rate to 18%. The company completed a significant acquisition of Objective AI to bolster its AI capabilities, despite facing macroeconomic challenges that impacted client growth and gross services volume.
In 2024, Upwork reported a revenue increase of 12% to $769.3 million, largely due to initiatives that enhanced their Marketplace offerings, such as a shift to a flat fee structure and the introduction of new features. This led to a rise in the Marketplace take rate from 15.4% to 18%. Despite these gains, the company faced a 3% decline in gross services volume (GSV) and a 2% decrease in active clients, attributed to challenging macroeconomic conditions. Net income surged to $215.6 million, aided by a significant tax benefit from the release of a valuation allowance. The acquisition of Objective AI for $19.1 million is expected to enhance Upwork's platform with advanced AI capabilities. However, the company anticipates a potential decrease in Marketplace revenue in 2025 due to ongoing economic pressures. The restructuring plan, which included a 21% workforce reduction, aims to maintain profitability and drive innovation.
Source:
EARNINGS CALL
$PANW
5 p.m.
Feb. 13, 2025
PANW Q2 2025: Revenue $2.26B up 14%, EPS $0.81, NGS ARR grows 37% to $4.78B
Palo Alto Networks posted $2.26B in Q2 2025 revenue, a growth of 14%, exceeding expectations. EPS reached 81 cents, with strong gains in software and platformization strategies.
Palo Alto Networks reported Q2 2025 revenue of $2.26 billion, growing 14% year-over-year, surpassing guidance. Their EPS was 81 cents, reflecting efficient execution of platformization. Key contributors included a 37% increase in NGS ARR to $4.78 billion, and robust performance in large deals, particularly in EMEA and JPAC. Despite a 40 basis point gross margin impact due to a one-time write-off, the operating margin guidance for the year was raised. Nikesh Arora, CEO, noted, 'We delivered on our high RPU expectations towards the top of the range.' The company's transition towards software, strong SaaS performance, and cloud security advancements were significant success drivers. CFO Dipak Golechha highlighted ongoing scale efficiencies and AI initiatives contributing to profitability improvements.
Source:
EARNINGS CALL
$CSCO
5 p.m.
Feb. 12, 2025
CSCO Q2 2025: Revenue $14B beats est, AI orders $700M YTD, enterprise order growth
Cisco Q2 2025: Revenue $14B, up 9%; AI orders $700M YTD, strong enterprise & public sector orders
Cisco's Q2 2025 earnings showed a 9% revenue rise to $14B, with a non-GAAP EPS of $0.94. Growth was driven by a strong 29% increase in product orders and 75% growth in Service Provider & Cloud segments, reflecting robust demand for AI infrastructure. Subscription revenue made up 56% of total revenue, growing at 23% year-over-year. AI orders reached $700M year-to-date, with plans to exceed $1 billion in fiscal year 2025. Cisco increased its dividend and approved an additional $15B in share repurchases. In security, orders more than doubled due to Splunk integration, which enhanced their offerings. CEO Chuck Robbins noted, "Our positive top line performance was supported by strong demand for our technology, generating double-digit growth in annualized recurring revenue."
Source:
EARNINGS CALL
$TWLO
5 p.m.
Feb. 13, 2025
TWLO Q4 2024: $1.195B revenue, 11% YoY growth, achieves GAAP profitability
Q4 $1.195B revenue, 11% YoY growth, record $197M non-GAAP income from operations.
Twilio reported a revenue of $1.195 billion for Q4 2024, marking an 11% year-over-year growth and achieving GAAP operating profitability for the first time. Non-GAAP operating income stood at $197 million, a 14% increase year over year. Revenue for its communication business reached $1.121 billion, with messaging revenue growth continuing to accelerate. Meanwhile, the Segment business reported $74 million in revenue. The company completed a $3 billion share repurchase, reducing the share count by 16%. The number of AI startups using Twilio has increased significantly, with partnerships expanding, notably with companies like OpenAI. Twilio is focused on leveraging AI, communications, and data integration to drive future growth.
Source:
EARNINGS CALL
$ABNB
5 p.m.
Feb. 13, 2025
ABNB Q4 2024: Revenue $2.5B up 12% YoY, nights booked growth +12%, launching new features.
ABNB's Q4 2024 earnings show 12% YoY revenue growth to $2.5B, with adjusted EBITDA at $765M.
In Q4 2024, Airbnb achieved a YoY revenue increase of 12% to $2.5 billion, driven by a 12% growth in nights and experiences booked, marking the highest YoY growth for the year. The net income was $461 million, and adjusted EBITDA stood at $765 million. Free cash flow for the quarter reached $458 million, adding to a full-year total of $4.5 billion. Investment in new features and a growing cohost network were highlighted as key growth drivers, alongside a strong balance sheet permitting a $838M stock repurchase in Q4. For 2025, revenue is expected to grow 4-6% YoY, with continuous improvement in the global market and new offerings being anticipated. CEO Brian Chesky noted the implementation of over 535 features and upgrades and emphasized plans for extensive global market expansion. "Our strategy is designed to drive long-term growth and deliver market share gains," stated CFO Ellie Mertz, highlighting plans to invest heavily in new business lines throughout 2025.
Source:
1:01 p.m.
Feb. 14, 2025
Tesla Shares Surge on Potential $400 Million Government Contract
Tesla (TSLA) shares rose over 6% following reports of a possible $400 million U.S. State Department contract for armored electric vehicles. The contract, if confirmed, would mark a significant expansion of Tesla's government business.
Source:
NEWS
AI
1:01 p.m.
Feb. 14, 2025
U.S. Evaluates AI Strategy Following Chinese DeepSeek Breakthrough
The success of Chinese AI company DeepSeek has prompted a reevaluation of U.S. AI leadership. Analysts argue that China's state-backed AI ecosystem, combining government support and private incentives, is fueling breakthroughs and challenging U.S. dominance in the field.
Source:
Bitcoin Hovers Around $97,000 as GameStop Considers Crypto Investments
Bitcoin traded near $97,000 as GameStop (GME) shares jumped over 8% on reports the retailer is considering investments in cryptocurrencies. Meanwhile, Coinbase (COIN) reported full-year 2024 revenue more than double the previous year.
Source:
CONGRESS TRADE
$RUM
1:01 p.m.
Feb. 14, 2025
Sen. David H. McCormick sells $1M-$5M in Rumble Inc. shares.
Sen. David H. McCormick sells his entire stake in Rumble Inc., amounting between $1M and $5M.
Sen. David H. McCormick executed a full sale of his holdings in Rumble Inc. within the range of $1,000,001 to $5,000,000 on January 16, 2025. This particular trade represents his only recent transaction reported. There is no additional trading activity reported by other Congress members in Rumble Inc. around this timeframe.
Source:
1 p.m.
Feb. 14, 2025
UPST 2024: Revenue $636.5M (+24% YoY), AI-driven loan automation at 91%, new product launches face profitability challenges.
Upstart's revenue increased by 24% in 2024, reaching $636.5 million, driven by improvements in AI models and increased transaction volume. However, the company faced a net loss of $128.6 million, reflecting challenges in new product monetization and macroeconomic pressures. The percentage of loans fully automated rose to 91%, showcasing technological advancements.
Upstart Holdings, Inc. reported a revenue increase to $636.5 million in 2024, a 24% rise from the previous year, primarily due to enhanced AI models and a 59% increase in the number of loans facilitated. Despite this growth, the company recorded a net loss of $128.6 million, highlighting ongoing challenges in achieving profitability, particularly with new product lines like auto-secured personal loans and HELOCs, which have yet to reach positive unit economics. The macroeconomic environment, characterized by high borrowing costs and reduced borrower demand, further strained financial performance. Upstart's strategic focus on AI-driven automation resulted in 91% of loans being fully automated, underscoring its commitment to technological innovation. However, the company faces significant risks, including dependency on lending partners and regulatory constraints on loan terms. As Upstart continues to navigate these challenges, its ability to maintain transaction volume and attract new lending partners will be crucial for future growth.
Source:
9:01 a.m.
Feb. 14, 2025
IBM Shares Surge on Strong AI Business Growth
IBM (IBM) shares rose 12% after the company reported a significant increase in its generative AI business for the fourth quarter. The growth in IBM's AI segment has made it a standout performer among tech stocks.
Source:
9:01 a.m.
Feb. 14, 2025
Meta Platforms Sees 17-Day Stock Rally as AI Investments Pay Off
Meta Platforms (META) stock has been on a 17-session winning streak, the longest of any current Nasdaq 100 component since 1990. The company's focused AI strategy, particularly its open-source Llama model, is driving increased engagement on Facebook and Instagram.
Source:
EARNINGS CALL
$FSLY
9 a.m.
Feb. 12, 2025
FSLY Q4 2024: Revenue $140.6M beats est, 2% growth QoQ, customer diversification ongoing
Fastly achieved record Q4 revenue $140.6M, up 2% QoQ and YoY, driven by seasonal traffic and share gains.
Fastly's Q4 revenue of $140.6M surpassed guidance, attributed to seasonal traffic and incremental customer share. Annual revenue reached $544M, a 7% YoY increase. The company reported an operating loss of $4.2M but increased cash flow from operations significantly, improving free cash flow by 39%. The top 10 customer concentration reduced to 32%, with diversification efforts leading to 16% revenue growth outside the top 10. The security segment, adjusting for non-recurring revenue, grew by 17%. Fastly's strategy includes continued geographic and product expansion, notably in Latin America and APAC. "We're expanding our geographic presence with a focus on Latin America and India," stated CEO Todd Nightingale. Guidance accounts for potential loss of TikTok US revenue due to legal uncertainties, though TikTok represented less than 2% of 2024 US revenue.
Source:
NEWS
AI
10:12 p.m.
Feb. 13, 2025
Latent Labs Launches with $50 Million Funding for AI-Powered Programmable Biology
Latent Labs has publicly launched with $50 million in funding to develop artificial intelligence-powered programmable biology. This significant investment highlights the growing intersection of AI and biotechnology.
Source:
NEWS
AI
10:12 p.m.
Feb. 13, 2025
GOP Lawmakers Seek Industry Input on US AI Regulatory Regime
Republican lawmakers are signaling the importance of industry input as they work to develop a new national artificial intelligence action plan. This move comes as part of efforts to create a US-first AI regulatory regime.
Source:
10:12 p.m.
Feb. 13, 2025
Tempus AI Stock Soars to All-Time High on Collaboration News
Tempus AI (TEM) shares reached an all-time high, surging nearly 15% to $84.85, after announcing a collaboration with the Institute for Follicular Lymphoma Innovation to develop targeted therapies. The company's Lens data analytics platform will be used to accelerate FL treatment development.
Source:
10:11 p.m.
Feb. 13, 2025
BIIB 2024: Revenue $9.68B (-1.6% YoY), Rare Disease growth strong, MS revenue faces competition.
Biogen's total revenue for 2024 decreased by 1.6% to $9.68 billion, with a notable decline in multiple sclerosis revenue due to increased competition. The rare disease segment showed growth, driven by new product launches like SKYCLARYS. The company faces challenges from healthcare reforms and competitive pressures, impacting pricing and market share.
Biogen's financial performance in 2024 was marked by a slight decline in total revenue, primarily due to a 6.7% decrease in multiple sclerosis product revenue. This decline was attributed to competitive pressures and a shift in patient preference towards higher efficacy therapies. In contrast, the rare disease segment experienced a 10.3% increase in revenue, bolstered by the successful launch of new products such as SKYCLARYS, ZURZUVAE, and QALSODY. Despite these gains, Biogen's overall financial health is challenged by ongoing healthcare reforms and competitive dynamics, which are exerting downward pressure on drug pricing and reimbursement. The company is also navigating risks associated with its reliance on third-party collaborations and the potential impact of geopolitical tensions on its operations. Biogen continues to invest in its pipeline and strategic initiatives, focusing on mitigating these risks while capitalizing on growth opportunities in the rare disease market.
Source:
EARNINGS CALL
$HUBS
10 p.m.
Feb. 12, 2025
HubSpot Q4 2024: AI drove 20% revenue growth, 248k customers, operating margin up 200bps to 19%
HubSpot Q4 2024: AI drove 20% revenue growth, 248k customers, operating margin up 200bps to 19%
HubSpot posted strong Q4 2024 results with revenue growing 20% year-over-year. The company ended 2024 with a total customer base of 248,000, marking an increase of over 9,800 net new customers in the quarter. Operating margin rose to 19% in Q4, up 200 basis points year-over-year, reflecting a balance of growth and profitability. "Our momentum in 2024 was driven by growing multi-hub adoption and improvements in retention," stated CEO Yamini Rangan. The company emphasized its advancements in AI, noting that AI-powered solutions like Frame.AI and the adoption of Breeze Copilot have begun to streamline operations and enhance customer engagement. These innovations are expected to drive further growth in 2025 with quarterly revenue guidance expected to increase by 15% in constant currency. The company's AI initiatives are showing momentum with co-execution with partners seeing a 68% year-over-year co-selling increase. CFO Kate Bueker outlined that 2025 guidance does not assume direct monetization of AI agents but anticipates continued growth through enhanced customer acquisition strategies and retention rates.
Source:
EARNINGS CALL
$QS
10 p.m.
Feb. 12, 2025
QS Q4 2024: Net loss $114.7M; strong liquidity at $910.8M, PowerCo partnership advances.
QuantumScape reports Q4 net loss $114.7M, ending 2024 with $910.8M in liquidity; partnership with PowerCo progresses towards QSE-5 deployment.
QuantumScape's net loss for Q4 2024 stood at $114.7 million, with full-year losses reaching $477.9 million. However, the company ended the year with strong liquidity of $910.8 million. Operating expenses for Q4 were $128.7 million. CapEx for the quarter was $11.2 million, aligning with the full-year spend of $62.1 million. The company's partnership with PowerCo, a subsidiary of Volkswagen, is central to its commercial strategy, aiming to scale up their QSE-5 cell technology through a licensing model. The focus for 2025 will be on transitioning to higher-volume production with the Cobra process, aligning with their goals to ship QSE-5 B1 samples. Siva Sivaram, CEO, emphasized the significant strides made with the Cobra process, which reduces heat-treatment time to minutes, enhancing efficiency and scale-up potential. The company plans to manage spending carefully, reducing overall expenses while continuing to progress toward commercialization by 2026. "The collaboration and the industrialization process with PowerCo is going very well," Sivaram noted, highlighting the effectiveness of the partnership and the anticipated role of B1 samples in customer demos.
Source:
EARNINGS CALL
$DDOG
10 p.m.
Feb. 13, 2025
DDOG Q4 2024: Revenue $738M up 25% YoY, 30K customers, $3B+ ARR milestone
Datadog's Q4 2024 saw revenue at $738M, 25% YoY growth, with strong product adoption and expanding customer base.
Datadog reported $738 million in Q4 2024 revenue, a 25% increase YoY, surpassing guidance. The company ended the year with 30,000 customers, including 3,610 with an ARR of $100,000+, and a notable increase in $1 million ARR customers. Cross-selling success was evident, with 12% of customers now using 8 or more products, up from 9% YoY. Free cash flow reached $241 million with a free cash flow margin of 33%. Datadog's platform saw key product updates, including improvements in APM, log management, and AI capabilities. "We are well positioned to help our existing and prospective customers with their cloud migration and digital transformation journeys," CFO David Obstler noted. Investments in R&D and sales are planned to drive further growth in 2025.
Source:
CONGRESS TRADE
$ARCC
5:01 p.m.
Feb. 13, 2025
Dave McCormick purchases $250K-$500K in ARCC.
Dave McCormick buys between $250K-$500K in Ares Capital Corporation.
Dave McCormick recently purchased Ares Capital Corporation (ARCC) stock, valued between $250,001 and $500,000. Previously, he also bought shares in Occidental Petroleum Corp (OXY) and McDonald's Corp (MCD), alongside other significant transactions in different companies. Historically, congressional trading in ARCC is infrequent, last noted in 2022 by Thomas R. Carper with smaller transactions.
Source:
Dave McCormick purchases $250K-$500K in Occidental Petroleum Corp stock.
Rep. Dave McCormick purchased $250K-$500K of Occidental Petroleum Corp stock.
Dave McCormick disclosed a purchase of Occidental Petroleum Corp stock valued between $250,001 and $500,000 on January 21, 2025. This is part of a pattern of substantial investments in various stocks, with recent activity in ARES Capital Corporation, Rumble Inc., and McDonald's Corp. In recent history, Congressional activity around Occidental Petroleum Corp has included purchases by Thomas Carper's spouse and a mix of purchases and sales by Tommy Tuberville.
Source:
Dave McCormick purchases $250K-$500K in Athene Holding Ltd.
Dave McCormick purchases $250K-$500K in Athene Holding Ltd.
Dave McCormick purchased between $250,001 and $500,000 worth of Athene Holding Ltd (ATH) on January 16, 2025. This purchase aligns with McCormick's recent activity of sizable investments in various stocks, including OXY, ARCC, and MCD, all disclosed on February 10, 2025. There is no additional recent Congress trading activity in Athene Holding Ltd beyond McCormick's purchase.
Source:
Dave McCormick purchases $250K-$500K in McDonald's Corp.
Dave McCormick purchased $250K-$500K in McDonald's Corp. amid a series of significant trades in various industries.
Dave McCormick executed a purchase of McDonald's Corp. stocks valued between $250,001 and $500,000, adding to a series of recent high-value stock transactions across multiple sectors, including energy and capital markets. He has shown a pattern of significant investments in diverse companies such as Occidental Petroleum and ARES Capital, indicating a broad investment strategy. Recent transactions by Congress in McDonald's stock have primarily been sales by other members.
Source:
Rep. McCormick buys up to $500K in PSX shares.
Rep. Dave McCormick purchases $250,001 to $500,000 in PSX shares.
Representative Dave McCormick purchased Phillips 66 (PSX) stock valued between $250,001 to $500,000 on January 10, 2025. This purchase is part of a series of recent acquisitions by Rep. McCormick, who has also bought significant stakes in OXY, ARCC, MCD, CG, and ATH. The only other recent PSX transaction in Congress was by McCormick himself, marking a notable acquisition in this context.
Source:
Dave McCormick sells $1M-$5M in RUM stock.
Dave McCormick sold shares in Rumble Inc valued between $1M-$5M.
Dave McCormick sold RUM stock worth between $1,000,001 and $5,000,000 on January 16, 2025. His recent trading history includes purchases in several other sectors such as energy and finance, with no clear pattern suggesting oversight committee influence. Congress trading data shows recent similar transactions by McCormick in the RUM stock.
Source:
Dave McCormick purchases $250K-$500K in The Carlyle Group Inc.
Rep. Dave McCormick purchased $250,001 - $500,000 in The Carlyle Group Inc.
Dave McCormick has recently made several significant transactions, with this purchase in The Carlyle Group Inc. being one of the largest declared this month. Previously, his trading included purchases in companies such as Occidental Petroleum, ARES Capital, McDonald's, Phillips 66, and Athene Holding, with amounts mainly in the $250,001 - $500,000 range. For The Carlyle Group, previous Congress activity is limited, with the last recorded purchase by a different member, John Hoeven, in 2014 at a lower range of $100,001 - $250,000.
Source:
INSIDER TRADE
$DT
5 p.m.
Feb. 13, 2025
DT CFO Benson James M sells $2.13M in stock.
Benson James M has sold 34,932 shares recently, maintaining a significant holding of 339,004 shares.
Benson James M, EVP, CFO, and Treasurer of DT, sold 34,932 shares at $61.0516 each, totaling $2,132,654.49. This transaction leaves him with 339,004 shares. In the current quarter, DT insiders have disposed of 37,895 shares across 3 transactions, with no acquisitions reported. Benson's previous sale was on December 18, 2023, where he sold 35,996 shares at $54.84. His trading pattern shows consistent selling activity, aligning with the company's overall trend of share disposals.
Source:
1:02 p.m.
Feb. 13, 2025
Upwork Reports Record Revenue Driven by AI Talent Demand
Work marketplace Upwork achieved record revenue in 2024, attributing its gains in part to the high demand for AI talent. This highlights the growing importance of AI skills in the gig economy.
Source:
Apple's (AAPL) stock market performance is increasingly influenced by its performance in China. The company's shares are down 5.4% in 2025, making it the worst performer among the Magnificent 7 except for Tesla (TSLA).
Source:
1:02 p.m.
Feb. 13, 2025
Chinese AI Startup DeepSeek Disrupts AI Landscape
The launch of a new free AI assistant from Chinese startup DeepSeek in late January has disrupted the AI landscape, demonstrating capabilities on par with ChatGPT at a fraction of the cost. This development caused a significant sell-off in tech stocks, with Nvidia (NVDA) particularly impacted due to reports of DeepSeek's model requiring less graphical processing power.
Source:
CONGRESS TRADE
$WTW
1:02 p.m.
Feb. 13, 2025
Gil Cisneros buys up to $50K in WTW stock.
Rep. Gil Cisneros purchased Willis Towers Watson PLC stock valued between $15,001 and $50,000.
Rep. Gil Cisneros has been actively trading, recently purchasing Willis Towers Watson PLC stock twice in January 2025, with the latest acquisition valued between $15,001 and $50,000. Earlier trades include a range of purchases and sales across diverse sectors, suggesting a diversified approach. Prior Congress activity in WTW shows both purchases and sales from multiple members over recent years.
Source:
INSIDER TRADE
$ENTG
1:01 p.m.
Feb. 13, 2025
ENTG SVP Haris Clinton M. sells $1.35M in stock.
Haris Clinton M. has been actively selling shares, with recent sales totaling over 17,000 shares.
Haris Clinton M., SVP & President of the APS Division at ENTG, sold 12,652 shares at $106.92 each, totaling $1,352,751.84. This follows a pattern of sales, including a previous transaction of 5,005 shares in May 2024. In the current quarter, ENTG insiders have disposed of 25,304 shares across 2 transactions, with Haris Clinton M. contributing significantly to this total.
Source:
1:01 p.m.
Feb. 13, 2025
QMCO Q4: Revenue $72.6M (+1% YoY), Product revenue up, but overall losses widen due to increased interest expenses and warrant liabilities.
Quantum Corporation's latest 10-Q reveals a slight increase in quarterly revenue to $72.6 million, driven by a 4% rise in product sales. However, the company faces significant challenges with a net loss of $71.4 million, primarily due to higher interest expenses and a substantial increase in warrant liabilities. The transition to subscription-based offerings continues, but macroeconomic conditions and internal restructuring efforts pose ongoing risks.
Quantum Corporation's financial performance for the quarter ending December 31, 2024, shows a modest revenue increase to $72.6 million, up 1% from the previous year. This growth is attributed to a 4% rise in product revenue, particularly from the StorNext-based solutions. Despite this, the company reported a net loss of $71.4 million, a significant increase from the $9.9 million loss in the same quarter last year. The widening loss is largely due to a $66 million increase in the fair value of warrant liabilities and a 74% rise in interest expenses, reflecting the higher effective interest rate on their Term Loan. Operating expenses remained stable, with reductions in sales and marketing costs offset by increased general and administrative expenses related to compliance and restructuring efforts. The company continues to navigate a challenging macroeconomic environment, with longer sales cycles and pressures from higher interest rates and supply chain issues. Quantum's strategic shift towards subscription-based revenue models is ongoing, but the transition is impacted by the end-of-life of certain long-lived products. The company is also managing significant debt obligations, with recent amendments to credit agreements aimed at improving liquidity and financial flexibility.
Source:
EARNINGS CALL
$EQIX
1 p.m.
Feb. 12, 2025
EQIX Q4 2024: Revenue $2.261B up 7% YoY, record gross bookings, AI demand strong, AFFO per share up 10%
Equinix reports strong Q4 2024 results with $2.261B revenue, 7% YoY growth, driven by record gross bookings and AI demand; AFFO per share grew 10%
Equinix ends 2024 with record gross bookings, achieving $2.261 billion in Q4 revenue, up 7% year-over-year. The company recorded 22 consecutive years of quarterly revenue growth, hitting $8.7 billion for the full year, an 8% increase YoY. Adjusted EBITDA for the year stood at $4.1 billion with a 160 basis point margin improvement. Despite the stronger US dollar impacting reported numbers, demand for AI and high-performance compute drove impressive growth, with over 16,200 deals closed across 6,000 customers in 2024. More than half of Q4's top 25 deals focused on AI workloads, showcasing Equinix's role in AI service provision. "We're very positive on the opportunity," stated CEO Adaire Fox-Martin. Despite capacity constraints in some Tier 1 metros, Equinix plans to expand capacity to meet growing demand. AFFO per share for 2024 increased by 10%, maintaining robust shareholder returns. Looking forward, Equinix anticipates continuing its growth trajectory with a focus on interconnection and global scale, forecasting 7%-8% revenue growth for 2025 on a normalized and constant currency basis.
Source:
EARNINGS CALL
$TTD
1 p.m.
Feb. 12, 2025
TTD Q4 2024: Revenue $741M grows 22% YoY, below estimates due to execution errors.
Trade Desk's revenue grew 26% YoY to $2.4B with $741M in Q4, but Q4 results missed expectations due to execution missteps.
The Trade Desk reported 2024 as a record year with a $12B spend and $2.4B revenue, a 26% increase from the previous year. However, Q4 results fell short of expectations with revenue reaching $741M, a 22% YoY growth. CEO Jeff Green attributed the shortfall to small execution missteps amid structural and operational changes aimed at gearing up for a larger opportunity. This included a major company reorganization. CTV and retail media segments showed strong growth. Adjusted EBITDA was over $1B for the year. CFO Laura Schenkein noted a strong balance sheet with $1.9B in cash and no debt. For Q1 2025, revenue is expected to hit at least $575M, a 17% YoY growth.
Source:
EARNINGS CALL
$CSCO
1 p.m.
Feb. 12, 2025
CSCO Q2 2025: Revenue $14B, EPS $0.94, AI orders $700M YTD, Security up 117%
Cisco reported strong Q2 2025 results with revenue of $14B, EPS of $0.94, and a $700M YTD AI infrastructure order pipeline.
Cisco beat expectations in Q2 2025, achieving a revenue of $14 billion, reflecting a 9% increase YoY, and a non-GAAP EPS of $0.94. The company's AI infrastructure orders reached $700 million year-to-date, with expectations to exceed $1 billion for the fiscal year. Product orders surged 29% YoY, driven by a 75% increase from Service Provider & Cloud customers, with significant growth in webscale orders. Security revenue was robust, up 117%, benefiting from Splunk's integration. Subscription revenue accounted for 56% of total sales, growing 23% YoY. Cisco announced a dividend increase and an additional $15 billion in share repurchases. Chuck Robbins, CEO, highlighted the momentum in AI, noting, "our AI infrastructure orders with webscalers in Q2 surpassed $350 million." Delays in Splunk’s fiscal Q4 impacting current-quarter figures were noted, but growth remains aligned with expectations.
Source:
NEWS
MARKET
9:03 a.m.
Feb. 13, 2025
AI Bets Supercharge China Tech Stock Rally
Chinese tech stocks are rallying due to increased bets on AI developments. This surge comes as China considers a $6.8 billion investment in the sector, potentially shifting the global AI landscape.
Source:
9:03 a.m.
Feb. 13, 2025
Thomson Reuters wins landmark AI copyright case
Thomson Reuters has won a significant AI copyright lawsuit against Ross Intelligence. This ruling could have major implications for the use of copyrighted material in AI training datasets.
Source:
Big Tech plans $325 billion AI investment in 2025
Major US tech companies including Meta, Microsoft, Amazon, and Google are planning to spend a combined $325 billion on AI models and data centers in 2025. This represents a 55% increase from their 2024 spending on AI infrastructure.
Source:
9:03 a.m.
Feb. 13, 2025
DeepSeek gives China's chipmakers leg up in race for cheaper AI
Chinese startup DeepSeek's surprisingly efficient AI model has raised questions about the competitiveness of American models and the wisdom of Silicon Valley's massive spending. The model's success has prompted calls to tighten export restrictions on AI chips to China.
Source:
CONGRESS TRADE
$RUM
9:03 a.m.
Feb. 13, 2025
Sen. McCormick sells up to $5M in RUM.
Sen. David H McCormick sold all his shares in Rumble Inc, amounting up to $5 million.
Senator David H McCormick reported a full sale of Rumble Inc stock, valued between $1,000,001 and $5,000,000. This transaction was executed by the Senator himself with no indication of capital gains exceeding $200. The trade was disclosed shortly after being executed in January 2025. There is no recent pattern of trading activity in RUM by other Congress members besides McCormick around this time.
Source:
9:02 a.m.
Feb. 13, 2025
HUBS 2024: Revenue growth driven by expanding customer base to 247,939, strategic acquisitions enhance AI capabilities, international expansion continues.
HubSpot's 2024 performance was marked by a significant increase in its customer base, reaching 247,939, and a focus on expanding its platform capabilities through strategic acquisitions like Frame AI. The company continues to invest in international growth, with 53% of its customers now outside the U.S., contributing to 47% of total revenue. However, challenges such as global economic uncertainties and evolving data protection laws pose risks to its operations.
HubSpot's 2024 financial performance highlights a robust growth trajectory, with a notable increase in its customer base to 247,939, reflecting its successful market penetration and strategic focus on mid-market businesses. The company's revenue growth is further supported by its freemium pricing strategy and a strong network of Solutions Partners, which accounted for 48% of its revenue. Strategic acquisitions, including Frame AI, have bolstered HubSpot's AI capabilities, positioning it well in the competitive landscape. International expansion remains a key growth driver, with significant contributions from markets outside the U.S. Despite these positive developments, HubSpot faces challenges from global economic conditions, regulatory changes, and the need to continuously innovate its platform to meet evolving customer needs. The company is also navigating the complexities of data protection laws, which could impact its operations and customer relationships. Overall, HubSpot's strategic investments in technology and market expansion are aimed at sustaining its growth momentum while addressing the inherent risks in its business environment.
Source:
EARNINGS CALL
$MNDY
9:01 a.m.
Feb. 10, 2025
monday.com Q4 2024: Revenue $268M, up 32%, $1B ARR milestone, net income $57.3M
monday.com reached $1B in ARR, Q4 revenue $268M, up 32% YoY, net income $57.3M
monday.com achieved significant revenue growth in Q4 2024 with $268M, up 32% year-over-year. The company reached $1 billion in annual recurring revenue (ARR) and expects stable net dollar retention (NDR) at 112% through 2025, despite anticipated FX headwinds. Operating margins expanded with notable investments in R&D and marketing. CEO Eran Zinman highlighted the launch of Monday Service and emphasized AI integration, including a consumption-based pricing model for AI solutions. CFO Eliran Glazer detailed gross margins at 89% and the Q4 net income increase to $57.3M with a free cash flow of $72.7M. Headcount grew by 35%, anticipating further increases in 2025, focusing on sales, R&D, and product. The company projects 2025 revenue between $1.208B and $1.221B, considering 100-200 basis points negative FX impact.
Source:
EARNINGS CALL
$TSEM
9:01 a.m.
Feb. 10, 2025
Tower Q4 2024: Revenue $387M, 10% YoY rise, driven by RF Infrastructure growth, forecasting Q1 2025 midpoint $385M
Tower Semiconductor reported Q4 2024 revenue of $387M, 10% YoY growth, driven by RF Infrastructure and Silicon Photonics; guides Q1 2025 revenue $385M midpoint, despite RF Mobile decline forecast.
Tower Semiconductor announced Q4 2024 revenues of $387 million, a 10% year-over-year increase driven by strong performance in RF Infrastructure (17% of 2024 revenue) and tripling of Silicon Photonics revenues to $105 million. RF Mobile contributed $418 million (29% of revenue), although a reduction is anticipated in 2025 due to Android market headwinds. Power Management and Discrete revenues totaled $426 million, with growth expected from the 300mm platform, while Discrete may decrease due to product discontinuation.
CEO Russell Ellwanger highlighted the expansions in 5G capacity and technological advancements in RF Infrastructure, Silicon Germanium, and Silicon Photonics, with increasing market share relationships, notably with leading optical module makers like InnoLight. He also noted high importance of the mobile RF area:
"We see a strong positive trend towards higher-end 300-millimeter RF SOI technologies," said Ellwanger.
The net profit for the quarter was $55 million with EPS of $0.49. Looking forward, Tower plans continued expansion investments in high-demand technology areas to meet escalating customer qualifications, aiming for sequential revenue growth and significant acceleration in H2 2025.
Source:
EARNINGS CALL
$GFS
9:01 a.m.
Feb. 11, 2025
GFS Q4 2024: Revenue $1.83B above guidance, $1B adjusted free cash flow, automotive growth 15%
GlobalFoundries exceeded guidance with Q4 revenue of $1.83B, expanded design wins, and over $1B in adjusted free cash flow for 2024.
GlobalFoundries reported Q4 2024 revenue of $1.83 billion, up 5% sequentially but down 1% year-over-year. The company delivered adjusted free cash flow of over $1 billion, exceeding their initial target. Automotive segment revenue grew to 15% for the year and 30% in Q4 year-over-year, reflecting increased content and customer wins. Notably, design wins were secured on a sole source basis for 90% of engagements, emphasizing strong customer partnerships. Gross margin for Q4 was 25.4%. The Q1 2025 revenue outlook is $1.55-$1.6 billion. An impairment of $935 million related to Malta fab's legacy investments was recorded, expected to reduce depreciation by 15% in 2025.
Source:
EARNINGS CALL
$LSCC
9 a.m.
Feb. 10, 2025
LSCC Q4 2024: Revenue $117.4M in line with guidance, FY down 31% YoY, new product growth strong
Q4 revenue aligned with guidance at $117.4M, full-year revenue $509.4M down 31% YoY; strong new product growth noted.
Lattice Semiconductor reported Q4 2024 revenue of $117.4 million, aligning with their guidance, and full-year revenue of $509.4 million, reflecting a 31% decrease year-over-year. The company's computing segment grew throughout the year, marking a contrast to declines in communications and industrial and automotive sectors. Gross margin in Q4 was impacted by a $7 million one-time charge, net figures showing at 62.1%, but excluding this, it would have been 68.1%. The book-to-bill ratio surpassed one for the first time in six quarters, indicating potential future growth. New product lines such as Nexus and Avant showed double-digit revenue growth. Tonya Stevens, CAO, highlighted that reductions in workforce and resource realignment are expected to drive double-digit earnings expansion in 2025. Looking into Q1 2025, revenue is expected to range between $115 million and $125 million, with a non-GAAP EPS prediction between $0.20 and $0.24 per share.
Source:
EARNINGS CALL
$UPST
9 a.m.
Feb. 11, 2025
UPST Q4 2024: Revenue up 35% sequentially, origination volume +33%, Model 19 launch impacts positive.
Sequential origination volume rose 33%, revenue increased 35%, and small-dollar loans grew 115%.
Upstart's origination volume surged by 33% and revenue rose 35% sequentially in Q4 2024, resulting in a 68% YOY increase in originations and a 56% rise in revenue. Key growth areas included the auto and HELOC sectors, both expanding 60%, and a 115% growth in small-dollar loans. A drop in the Upstart Macro Index helped the favorable macro environment. CEO Dave Girouard highlighted the launch of Model 19, which enhanced underwriting through Payment Transition Model, considering intermediate delinquency states for better risk assessment. The company also expanded its HELOC reach to 36 states and saw zero defaults with the initial 1,000 loans. CFO Sanjay Datta reported revenue from fees at $199M, up 30% YOY, and net interest income at $20M, turning positive due to improved loan performance. Contribution margin stayed at 61%, aided by a stable credit environment and better credit pricing. Upstart ended with $806M in loans, downsizing its direct loan holdings by 28% from the prior year. Looking to 2025, the aim is $1B in total revenues, with initiatives focusing on AI advancements and securing funding for growth. "Our conversion rate in Q4 was at its highest level in nearly three years," said Sanjay Datta, CFO. The company expects adjusted EBITDA margin to reach 18% for 2025 and target profitability in H2 of 2025.
Source:
EARNINGS CALL
$DASH
9 a.m.
Feb. 11, 2025
DASH Q4 2024: International growth accelerates; 42M MAUs; focus on new verticals
DoorDash Q4 2024 highlighted growth in international markets and strong focus on new verticals and ads.
DoorDash reported strong growth in its international segment, with its international portfolio being gross profit positive, growing faster than competitors. They highlighted the expansion of Wolt and improvements in grocery and new verticals which showed faster growth in some international markets compared to the U.S. Tony Xu emphasized the opportunity to increase penetration and frequency, highlighting the relatively low penetration in their core markets, including U.S. restaurants and emerging verticals. The company reported increased order frequency and growth in DashPass subscriptions, driven by more product selection and customer benefits. Despite Q4 showing strong performance metrics, management remains focused on reinvesting in product improvements, increased selection, and operational efficiency to enhance customer experience and drive future growth. They also emphasized the need for a balanced advertising approach to align with consumer needs without sacrificing user experience. Tony Xu, CEO, states: “We have to make sure that we continue to master the physical world. And then job number two is that we have to take advantage of the assets that we bring to bear.”
Source:
10:01 p.m.
Feb. 12, 2025
Equinix Reports Strong Q4 and Full-Year 2024 Results, Driven by AI Demand
Equinix reported 7% revenue growth and raised its dividend for the 10th straight year. The company saw significant demand for AI and high-performance computing workloads, with over half of its top 25 retail deals focused on AI-related infrastructure.
Source:
OpenAI Developing Custom AI Chip to Reduce Nvidia Dependence
OpenAI is advancing its AI chip project to decrease reliance on Nvidia's GPUs. The company plans to send custom chip designs to TSMC for fabrication in the coming months, focusing initially on AI model inference rather than training.
Source:
U.S. Stocks Plummet on Hot Inflation Report
U.S. stock futures fell sharply after inflation data came in higher than expected. The Consumer Price Index rose 3% in January, its highest level since June. Treasury yields soared, with the 10-year yield jumping 10 basis points to 4.63%.
Source:
INSIDER TRADE
$HAL
10:01 p.m.
Feb. 12, 2025
Halliburton CFO Eric Carre sells $3.69M in stock.
Eric Carre, Halliburton's CFO, recently sold a significant portion of his holdings, reducing his ownership to 127,101 shares.
Eric Carre, EVP & CFO of Halliburton, executed a sale of 141,206 shares at $26.13 each, totaling $3,689,712.78. This transaction leaves him with 127,101 shares. In the current quarter, Halliburton insiders have disposed of 191,739 shares across 32 transactions, while acquiring 330,321 shares in 9 transactions, indicating a higher volume of disposals compared to acquisitions.
Source:
10 p.m.
Feb. 12, 2025
I couldn't find specific information in the uploaded 10-K filing for company Z.
Please ensure the document is correctly uploaded, or you may provide more details or context to help me locate the relevant sections.
Source:
10 p.m.
Feb. 12, 2025
Error retrieving ZG 10-K
5:04 p.m.
Feb. 12, 2025
Analysts Warn of AI Bubble as Big Tech Investments Surge
Experts, including Jeffrey Funk and Gary Smith, warn of a potential AI bubble, citing the disparity between massive investments and meager revenues in the AI sector. They draw parallels to the dot-com bubble of 2000, cautioning investors about inflated valuations.
Source:
NEWS
AI
5:04 p.m.
Feb. 12, 2025
European Commission Issues Guidelines on AI System Definition in EU AI Act
The European Commission published draft guidelines on the definition of 'artificial intelligence (AI) system' in the EU AI Act. This move aims to clarify the scope and application of the upcoming AI regulations in Europe.
Source:
5:04 p.m.
Feb. 12, 2025
Stellantis to Launch AI-Powered In-Car Assistant
Stellantis announced plans to launch an AI-powered in-car voice assistant. The automaker aims to deploy technology developed by France-based startup Mistral AI, potentially challenging existing in-car AI systems.
Source:
NEWS
AI
5:04 p.m.
Feb. 12, 2025
Trump Administration Seeks Public Comments for AI Action Plan
The White House Office of Science and Technology Policy published a Request for Information seeking public comments on the development of the Trump administration's AI Action Plan. The plan aims to sustain and enhance America's global AI dominance, with comments due by March 15, 2025.
Source:
CONGRESS TRADE
$UNH
5:04 p.m.
Feb. 12, 2025
Rep. Cisneros purchases $15K-$50K in UNH stock.
Rep. Cisneros purchases between $15,001 and $50,000 in UnitedHealth Group Inc (UNH) stock.
Rep. Gil Cisneros purchased UnitedHealth Group Inc stock valued between $15,001 and $50,000 on January 24, 2025. In recent activity, Cisneros has been actively trading a variety of stocks, with purchases in companies such as CACI International Inc and Hawaiian Electric Industries Inc, and sales in firms like Lam Research Corp and Pfizer Inc. The recent activity of Congress shows mixed transactions in UNH, including Rep. Khanna's purchase and subsequent sale, indicating varied interest levels.
Source:
Gil Cisneros sells $15K-$50K in WAB stock.
Rep. Gil Cisneros sells $15K-$50K in Westinghouse Air Brake Technologies Corp stock.
Rep. Gil Cisneros sold between $15,001 and $50,000 in Westinghouse Air Brake Technologies Corp (WAB) on January 13, 2025, following a previous sale of $1,001-$15,000 in WAB stock on January 7, 2025. Recent Congressional trading in WAB includes sales by John James and Ro Khanna in similar amounts, suggesting active trading of this stock by several members.
Source:
Rep. Cisneros sells $15K - $50K in LRCX stock.
Rep. Cisneros sells $15K - $50K in LRCX stock, consistent with recent trading pattern of diversifying portfolio.
Rep. Gil Cisneros disclosed selling Lam Research Corp (LRCX) stock valued between $15,001 and $50,000. This sale continues his pattern of actively managing his portfolio, with recent transactions in various stocks, both sales and purchases. No specific committee oversight connection is mentioned. Others, like Rep. Khanna and Greene, have also traded LRCX recently, showcasing broader Congressional activity in this semiconductor equipment stock.
Source:
Gil Cisneros purchases up to $100K in Hawaiian Electric Industries stock.
Gil Cisneros purchases $50,001 - $100,000 in Hawaiian Electric Industries stock.
Rep. Gil Cisneros purchased Hawaiian Electric Industries Inc stock valued between $50,001 and $100,000. This is part of a broader trading activity pattern that includes both purchases and sales across diverse sectors, such as technology, automotive, and healthcare. Previous Congress trades in Hawaiian Electric were few, with last notable transactions dating back to 2023 and earlier.
Source:
Rep. Gil Cisneros purchases CACI stock for $15,001 - $50,000.
Rep. Gil Cisneros buys CACI stock for $15,001 - $50,000 amid limited recent congress activity.
Rep. Gil Cisneros has purchased CACI International Inc stock valued between $15,001 and $50,000. This follows a previous CACI purchase back in 2020 and recent broader trading activities involving several stocks including large transactions like his recent sale of Lam Research Corp. Other recent trades in CACI stocks by Congress members include purchases by William R. Keating and sales by Susie Lee. Cisneros's trade is one of only two CACI transactions by Congress members this year.
Source:
EARNINGS CALL
$ON
5:01 p.m.
Feb. 10, 2025
ON Q4 2024: Revenue $1.72B, EPS $0.95; auto up 8% sequentially, overall demand dropped sharply
ON Q4 2024: Revenue $1.72B, EPS $0.95; auto up 8% sequentially, overall demand dropped sharply
ON reported Q4 2024 revenue of $1.72 billion and non-GAAP EPS of $0.95, down from $1.25 a year ago. The quarter was marked by a significant drop in demand across key markets, except automotive which rose 8% sequentially reaching $1.03 billion, driven by share gains in China and North America. Industrial revenue decreased 5% to $417 million. ON's gross margin stood at 45.3%. The company experienced sequential declines in all regions except North America. Key challenges included end-market softness and geopolitical uncertainties affecting automotive and industrial sectors. Despite this, AI data centers and aerospace saw over 40% revenue growth. ON remains committed to high-value product focus and is implementing strategic cost management initiatives such as manufacturing optimization to manage ongoing volatility. CEO Hassane El-Khoury noted the volatility and decline in non-core markets, saying, "We are prioritizing value; we will not play in highly volatile price-sensitive markets." CFO Thad Trent confirmed strong free cash flow generation of $422 million for Q4.
Source:
EARNINGS CALL
$LYFT
5 p.m.
Feb. 11, 2025
LYFT Q4 2024: Gross bookings $4.28B up 15% YoY, GAAP profitability, strong driver retention, price lock success.
Lyft's Q4 2024: Achieved $4.28B gross bookings with record rider and driver metrics, marking GAAP profitability amidst a dynamic pricing environment.
Lyft reported record-breaking rider, driver hours, and active riders in Q4 2024. Gross bookings were $4.28 billion, up 15% YoY, with notable accomplishments in pricing reliability, price lock adoption, and driver retention. Q4 marked Lyft's first-ever year of GAAP profitability and positive free cash flow of $766 million in 2024. In response to a dynamic pricing environment, Lyft reduced base prices to remain competitive. CEO David Risher highlighted strategic innovations, improved service levels, and partnerships, including expansion into autonomous vehicles with May Mobility and Marubeni. CFO Erin Brewer highlighted a robust cash flow and announced a $500 million share buyback program.
Source:
EARNINGS CALL
$SMCI
5 p.m.
Feb. 11, 2025
SMCI Q2 2025: Revenue $5.6B-$5.7B, 54% YoY growth, AI drives non-GAAP EPS $0.58-$0.60, raises $700M in new notes
Supermicro CFO David Weigand highlighted preliminary net revenue of $5.6-$5.7B, a 54% YoY increase, driven by AI demand. Non-GAAP EPS is $0.58-$0.60. Company issued $700M in convertible notes for growth investments.
Supermicro's Q2 2025 earnings call reported a preliminary net revenue of $5.6 to $5.7 billion, reflecting a 54% year-on-year growth largely driven by sustained AI demand, particularly for new generation Blackwell GPUs. The company reported non-GAAP earnings per share between $0.58 to $0.60, representing about 5% growth from the previous year. Gross margin experienced slight pressure, noted at 11.9% mainly due to product mix and delayed 10-K filings. Supermicro announced a $700 million placement in convertible notes to support growth initiatives and new product developments. "We have confidence that our calendar year 2025 growth could be a repeat of calendar year 2023 if not better," said CEO Charles Liang, highlighting strong AI platform shipments and increasing adoption of innovative technologies such as liquid-cooled datacenter solutions. The CFO mentioned that the company ended the quarter with $1.4 billion in cash after using cash to adjust working capital and reduce bank loans.
Source:
NEWS
AI
1:06 p.m.
Feb. 12, 2025
EU and France Announce $320 Billion AI Investment to Rival US and China
The EU, with its 27 member states, is investing €200 billion ($207 billion) in AI to compete with the US and China. This announcement was made at the AI Action Summit in Paris, where the focus shifted from regulation to innovation and investment.
Source:
NEWS
AI
1:06 p.m.
Feb. 12, 2025
China Urges Against Drawing 'Ideological Lines' in AI Development
China called for international cooperation in AI innovation and governance, rejecting US claims of authoritarian misuse. This comes as Chinese AI company DeepSeek's R1 model competes with leading US AI applications, causing concerns in South Korea, Australia, and Taiwan.
Source:
CONGRESS TRADE
$MMM
1:06 p.m.
Feb. 12, 2025
Rep. Gottheimer purchases 3M Co stock worth up to $15,000.
Rep. Josh Gottheimer purchased 3M Co stock worth $1,001 - $15,000.
Rep. Josh Gottheimer made a stock purchase in 3M Co valued between $1,001 and $15,000. This trade follows his history of buying 3M stock, with previous purchases reported on January 21, 2025, and January 30, 2025, within the same price range. Congress has seen varied trading activity in 3M, with both purchases and sales reported by different members. However, no committee oversight context is provided.
Source:
CONGRESS TRADE
$ATH
1:05 p.m.
Feb. 12, 2025
Dave McCormick purchases up to $500K in Athene Holding Ltd.
Dave McCormick buys up to $500K in Athene Holding Ltd (ATH).
Dave McCormick's recent purchase of Athene Holding Ltd (ATH) was valued between $250,001 and $500,000. His trading activity includes significant transactions, with consistent purchases in various sectors such as energy, finance, and consumer goods in January 2025. The purchase of ATH aligns with his overall trade pattern during the period.
Source:
Dave McCormick sells $1M-$5M in RUM stock.
Dave McCormick sold RUM stock valued between $1M-$5M.
Dave McCormick executed a significant sale of RUM stock, valued between $1,000,001 and $5,000,000. No capital gains over $200 were reported from this transaction. McCormick's recent trading activity includes several purchases such as MCD, PSX, CG, ATH, OXY, and ARCC, all ranging from $250,001 to $500,000, indicating a diverse trading strategy. This trade is part of recent Congress trading activity involving RUM.
Source:
Dave McCormick purchases $250K-$500K in MCD.
Dave McCormick purchased $250,001-$500,000 in McDonald's Corp stock.
Dave McCormick bought McDonald's Corp stock valued between $250,001 and $500,000 on January 10, 2025. His recent transactions show active trading in various stocks, with other notable purchases on the same day including Phillips 66 and The Carlyle Group Inc, each also in the $250,001-$500,000 range. In recent months, other Congress members like Tommy Tuberville and Sheldon Whitehouse were involved in transactions with McDonald's, mostly sales of smaller amounts.
Source:
Dave McCormick buys $250K-$500K in The Carlyle Group Inc.
Rep. Dave McCormick purchased $250K-$500K in CG with no committee oversight context provided.
Dave McCormick purchased shares in The Carlyle Group Inc. valued between $250,001 and $500,000. His recent trading activity includes multiple purchases within the same value range in various companies such as Phillips 66, McDonald's Corp, and Occidental Petroleum, along with a significant sale in Rumble Inc. This purchase is notable as recent records of trading in CG among Congress members are sparse, with prior relevant trade being by John Hoeven back in 2013.
Source:
Dave McCormick purchases $250K-$500K in PSX stock.
Rep. Dave McCormick purchases $250K-$500K in Phillips 66 stock.
Dave McCormick purchased $250,001-$500,000 in Phillips 66 (PSX) stock on January 10, 2025. He has an active trading history with multiple purchases in assets like MCD, CG, ATH, and OXY, mostly within the $250,001-$500,000 range. Previous Congressional trading in PSX includes smaller transactions by members or their spouses, indicating limited recent interest compared to McCormick's larger purchase.
Source:
Dave McCormick purchases $250K-$500K in Occidental Petroleum Corp stock.
Dave McCormick purchases $250K-$500K in Occidental Petroleum Corp stock; relevant member's role in industry oversight not specified.
Dave McCormick purchased shares of Occidental Petroleum Corp worth between $250,001 and $500,000 on January 21, 2025. This is part of a recent trading pattern where McCormick has been actively buying stocks in various sectors. There is no specific committee oversight context provided for this trade. Recent trading by others in Congress in Occidental Petroleum Corp has involved both purchases and sales, with varying price ranges.
Source:
Rep. McCormick purchases up to $500K in ARCC stock.
Rep. Dave McCormick purchases $250K-$500K of Ares Capital Corporation (ARCC).
Rep. Dave McCormick made a purchase of $250,001 to $500,000 in Ares Capital Corporation (ARCC) on January 17, 2025. McCormick's recent trades also include purchases in companies like McDonald's, Phillips 66, and Occidental Petroleum, each within the $250K-$500K range. Historically, Congress trading in ARCC has been modest, with past trades involving smaller amounts primarily by spouses of other members.
Source:
PRICE TARGET
$SPOT
1:05 p.m.
Feb. 12, 2025
UBS raises SPOT PT to $700 following impressive Q4 results.
The new target is $700, which is $222.08 above the consensus of $477.92, and $255 above the median of $445.
Mark Mahaney from UBS has increased the price target for Spotify (SPOT) to $700 from the previous consensus. This adjustment follows a 'very impressive' Q4 earnings report from Spotify. The new target of $700 is at the upper end of the consensus range ($340 - $700) and significantly higher than both the consensus estimate of $477.92 and the median target of $445. This target also aligns with last month’s average target (set by one analyst) of $700, but is notably higher than last quarter’s average target of $536.67, which was based on insights from six analysts. The divergence highlights varying levels of optimism about Spotify's growth potential following its latest earnings performance.
Source:
PRICE TARGET
$AMD
1:04 p.m.
Feb. 12, 2025
Roth Capital lowers AMD PT to $140 (-30%) citing market challenges.
New AMD PT of $140 is $19.89 below consensus and $22.50 below median.
Roth Capital has lowered the price target for AMD to $140 from $200. The new target is $19.89 below the current consensus of $159.89, and $22.50 below the median target of $162.50. Consensus range spans from $129 to $200, with an average last month of $149.82 from 11 analysts, and an average last quarter of $148.08 from 12 analysts. The new target reflects an adjustment amidst market challenges impacting projections, causing a 30% reduction from the previous target.
Source:
NEWS
NEWS
1:04 p.m.
Feb. 12, 2025
D.A. Davidson raises DDOG PT to $165 (+10%) on growth potential.
The new target is $11.12 above consensus and $12 above the median, indicating a more bullish outlook than the average analyst estimate.
D.A. Davidson raised its price target for Datadog (DDOG) to $165, a 10% increase from the previous target of $150. This adjustment puts the target $11.12 above the consensus estimate of $153.88 and $12 above the median target of $153. The consensus target range spans from $140 to $170, placing the new $165 target near the upper boundary of analyst expectations. Over the past month, the average target was $152.5 from two analysts, while the last quarter average was $160 from four analysts, showing a trend toward higher valuations. This revision suggests that D.A. Davidson sees stronger growth prospects for Datadog compared to the broader analyst community's outlook.
1:03 p.m.
Feb. 12, 2025
CRSP 2024: Revenue $37.3M (-90% YoY), significant drop in collaboration revenue, ongoing challenges in gene editing technology development.
CRISPR Therapeutics reported a substantial decrease in revenue for 2024, primarily due to a significant drop in collaboration revenue with Vertex Pharmaceuticals. The company continues to face challenges in the development and commercialization of its gene editing technologies, with ongoing regulatory and manufacturing hurdles. Despite these challenges, CRISPR remains focused on advancing its pipeline of gene-based medicines.
CRISPR Therapeutics experienced a challenging year in 2024, with total revenue plummeting to $37.3 million from $371.2 million in 2023. This dramatic decline was largely attributed to a decrease in collaboration revenue, which fell from $370 million to $35 million. The previous year's revenue was bolstered by significant milestone payments from Vertex Pharmaceuticals, which were not repeated in 2024. The company's operating expenses also decreased, with research and development expenses dropping by approximately $66.7 million, reflecting reduced external research and development costs and lower facility expenses. Despite these cost reductions, CRISPR reported a net loss of $366.3 million for the year, highlighting the ongoing financial challenges it faces. The company continues to navigate the complexities of developing gene editing technologies, which are still relatively new and unproven in clinical settings. Regulatory and manufacturing challenges persist, with the potential for delays in product development and commercialization. CRISPR's partnership with Vertex remains a critical component of its strategy, although Vertex holds significant control over the CASGEVY program. As CRISPR Therapeutics advances its pipeline, it must address these hurdles to achieve long-term success and market acceptance.
Source:
1:03 p.m.
Feb. 12, 2025
SPGI 2024: Revenue $14.2B (+14% YoY), growth in Ratings and Market Intelligence, strategic acquisitions bolster market position.
S&P Global Inc. reported a 14% increase in revenue for 2024, reaching $14.2 billion, driven by growth in Ratings and Market Intelligence segments. The company benefited from strategic acquisitions, including Visible Alpha and World Hydrogen Leaders. Despite regulatory challenges, SPGI focuses on innovation and sustainability in the market.
In 2024, S&P Global Inc. achieved a significant revenue increase of 14%, totaling $14.2 billion. This growth was primarily fueled by the Ratings segment, which saw increased issuance volumes and enhanced contract terms. The Market Intelligence segment also contributed to this growth, with subscription revenue boosted by new product offerings and strategic acquisitions like Visible Alpha. The company's focus on sustainability and energy transition, particularly through its Commodity Insights division, aligns with global market trends and regulatory demands. Despite facing regulatory scrutiny in the EU and UK, SPGI has effectively navigated these challenges. The acquisition of World Hydrogen Leaders further underscores its commitment to expanding in the energy sector. S&P Global's strategic initiatives and market adaptability position it well for continued success.
Source:
9:01 a.m.
Feb. 12, 2025
Hang Seng Index Surges on AI Stock Rally, Alibaba Jumps 7.44%
The Hang Seng Index experienced a significant boost driven by a surge in AI-related stocks. Alibaba (BABA) led the rally with a 7.44% jump, reflecting the growing investor enthusiasm for AI technologies in the Asian markets.
Source:
NEWS
AI
9:01 a.m.
Feb. 12, 2025
OpenAI's DeepResearch Achieves Breakthrough on 'Humanity's Last Exam'
OpenAI's latest AI model, DeepResearch, completed 26% of the 'Humanity's Last Exam', a benchmark for the frontier of human knowledge. This performance significantly surpasses previous top models from OpenAI and DeepSeek, which only managed about 9%.
Source:
NEWS
AI
9:01 a.m.
Feb. 12, 2025
France Concludes Global AI Action Summit, Aims to Become Third AI Power
France hosted nearly 100 countries for the Global Summit for Action on Artificial Intelligence, announcing plans to train up to 100,000 AI researchers by 2030 and build 35 data centers. Brookfield announced a €20 billion investment in French data centers.
Source:
9:01 a.m.
Feb. 12, 2025
SoftBank Group Reports Quarterly Loss Due to Weak Tech Funds
SoftBank Group posted a net loss of 369.165 billion yen ($2.42 billion) for Q4 2024, primarily due to weakness in its technology funds business. The Vision Funds segment reported a loss of 309.93 billion yen, compared to a profit a year earlier.
Source:
PRICE TARGET
$PLTR
9 a.m.
Feb. 12, 2025
Mizuho raises PLTR PT to $80 (up from $44) amid revised valuation metrics.
Mizuho's new PT for PLTR is $8.57 above consensus estimate of $71.43, aligning near the high end of analyst range.
Mizuho Securities analyst Gregg Moskowitz has increased Palantir's price target from $44 to $80. The new target is above the current consensus estimate of $71.43 by $8.57 and surpasses the median estimate of $75 by $5.00. The analysts' target range spans from $35 to $105, placing this new target closer to the higher end of the range. Compared to prior averages, the new target is lower than last month's average target of $85 from four analysts and last quarter's average of $83 from five analysts. This increase reflects an upward adjustment in valuation metrics used by Mizuho.
PRICE TARGET
$PLTR
9 a.m.
Feb. 12, 2025
DA Davidson raises PLTR PT to $105 from $47, exceeding consensus by $33.57.
The raised PT is $105, which is $33.57 above the consensus of $71.43 and sets a new high in the range.
Gil Luria from D.A. Davidson has increased Palantir's (PLTR) price target to $105 from the previous target of $47. This new target price is considerably higher than the current consensus estimate of $71.43, exceeding it by $33.57. The new target is also above the median consensus estimate of $75 by $30.00 and is at the upper end of the consensus range, which spans from $35 to $105. Additionally, the average price target from last month was $85, based on four analysts, and $83 from last quarter based on five analysts, indicating a sharp upward revision from Davidson within the broader analyst forecasts.
Source:
NEWS
NEWS
9 a.m.
Feb. 12, 2025
Argus lowers AMD PT to $160 (-27%) on revised outlook.
The new AMD target of $160 is higher than the consensus by $0.11 but lower than the median by $2.50.
Argus Research has adjusted its price target for AMD from $220 to $160. This represents a 27% decrease from the previous target, aligning closely with the consensus estimate of $159.89. The median target in the analyst community is $162.5, placing Argus' new target $2.50 below the median. Compared to the last month's average target of $149.82 and last quarter's average of $148.08, Argus' new target is higher, suggesting an expectation of upside within the consensus range of $129 to $200.
NEWS
AI
10:02 p.m.
Feb. 11, 2025
U.S. Pushes for Less AI Regulation at Paris Summit
At the Paris AI Action Summit, the U.S. advocated for less regulation of AI development, with Vice President Vance criticizing European regulations as overly restrictive. The administration emphasized the need for rapid AI advancement, despite growing safety concerns.
Source:
NEWS
AI
10:02 p.m.
Feb. 11, 2025
Trump Administration Dismantles AI Protections
The Trump administration has begun rolling back AI protections put in place by the Biden administration, including repealing an executive order on safe AI development. The move aims to accelerate AI development and deployment without critical safeguards.
Source:
NEWS
AI
10:02 p.m.
Feb. 11, 2025
Paris Hosts Global AI Action Summit
Paris is hosting the AI Action Summit on February 10-11, bringing together world leaders, tech companies, researchers, and civil society to discuss the opportunities and challenges of artificial intelligence. The event aims to address AI's impact on key sectors and the need for responsible development.
Source:
US Stock Futures Dip as Trump Imposes Steel Tariffs
U.S. stock futures fell in premarket trading after President Trump imposed 25% tariffs on steel and aluminum imports. Nasdaq 100 futures were down 0.4%, while S&P 500 and Dow Jones futures dropped 0.3% and 0.2% respectively. The tariffs are set to take effect on March 12.
Source:
CONGRESS TRADE
$MRK
10:01 p.m.
Feb. 11, 2025
Rep. Gottheimer sells $15K-$50K in MRK stock.
Rep. Josh Gottheimer sells $15,001-$50,000 in MRK shares.
Rep. Josh Gottheimer from NJ05 recently sold Merck & Co Inc (MRK) stock valued between $15,001 and $50,000. This transaction was disclosed alongside multiple joint trades involving sales and purchases of various stocks, indicating active trading. Other recent MRK transactions by members like Reps. Donalds and Moskowitz show similar selling activity in the stock within Congress.
Source:
EARNINGS CALL
$LSCC
10 p.m.
Feb. 10, 2025
LSCC Q4 2024: Revenue $117.4M meets guidance, full-year $509.4M down 31% YoY, expecting recovery in 2025
LSCC: Revenue $117.4M Q4, in-line with forecasts, $509.4M FY2024, sequential drops in communication & automotive, expecting 2025 U-shaped recovery.
Lattice Semiconductor's Q4 2024 revenue was $117.4 million, aligning with their guidance but reflecting a decrease of 8% sequentially and 31% year-over-year due to inventory normalization and macroeconomic softness. The company's full-year revenue for 2024 reached $509.4 million, down 31% from 2023. Industrial and automotive segments were particularly affected. However, computing subsegment grew, driven by server growth, and new products like Nexus and Avant achieved double-digit growth compared to 2023. The company forecasts a U-shaped recovery in 2025 with an expectation of low single-digit revenue growth, aiming for a mid-year channel inventory target and long-term revenue growth of 15% to 20% beyond 2026. Additionally, Lattice announced new leadership appointments and continued focus on expanding product portfolio and geographical reach.
Source:
EARNINGS CALL
$GFS
10 p.m.
Feb. 11, 2025
GF Q4 2024: Revenue $1.83B beats guidance, $1.1B free cash flow, auto revenue rises 15% YoY.
GF exceeds revenue, gross margin, and EPS guidance in Q4; adjusted free cash flow over $1B, up 3x from 2023.
GlobalFoundries reported Q4 2024 results surpassing midpoint guidance with $1.83B in revenue, a 1% decrease YoY but a 5% sequential increase. Annual revenue was $6.75B, down 9% YoY. However, adjusted free cash flow reached $1.1B, tripling 2023 levels. Automotive revenue grew 15% YoY, achieving a record and accounting for 23% of Q4 revenue. CEO Thomas Caulfield highlighted strong execution and capacity investments that will enhance future growth. Q4 included a $935M impairment for Malta, forecasting a 15% decrease in 2025 depreciation. GF projects modest revenue growth in Q1 2025 and aims for a 30% gross margin by Q4 2025. CEO Thomas Caulfield noted, "Our free cash flow generation is a testament to our strong execution."
Source:
AI in Healthcare Market Projected to Reach $610 Billion by 2034
The artificial intelligence influence on the healthcare market is expected to generate revenues of $610 billion by 2034. The growth is attributed to increasing adoption of digital technologies in healthcare and the need for reducing costs while improving patient care.
Source:
U.S. Stock Futures Point Lower Amid New Tariffs
U.S. stock futures are trending lower as investors evaluate new tariffs and corporate earnings. Nasdaq futures are down 0.5%, while S&P 500 and Dow Jones Industrial Average futures also show declines.
Source:
5:07 p.m.
Feb. 11, 2025
Anduril and Microsoft Partner on U.S. Army's IVAS Program
Anduril Industries and Microsoft announced an expanded partnership to advance the U.S. Army's Integrated Visual Augmentation System (IVAS) program. Anduril will oversee production and development, while Microsoft Azure will serve as the preferred cloud platform.
Source:
CONGRESS TRADE
$RUM
5:07 p.m.
Feb. 11, 2025
Sen. McCormick sells over $1 million in Rumble stock.
Sen. McCormick disposes of Rumble shares valued between $1M and $5M.
Senator David H. McCormick fully sold shares in Rumble Inc., valued between $1,000,001 and $5,000,000, on January 16, 2025, as reported on February 9, 2025. This trade is notable given its size, but there's no additional trading activity or committee oversight context provided for this transaction or recent Congress trading in RUM.
Source:
INSIDER TRADE
$UTI
5:05 p.m.
Feb. 11, 2025
Coliseum Capital Management sells $19.88M in UTI stock.
Coliseum Capital Management has been actively selling UTI shares, with recent sales totaling over 3 million shares.
Coliseum Capital Management, a director and 10% owner, sold 704,881 shares of UTI at $28.2 per share, totaling $19,877,644.20. This follows a pattern of significant sales, including 2,483,579 shares in December 2024 and 3,956,427 shares in February 2024. In the current quarter, there have been 2 disposed transactions totaling 707,043 shares, with no acquisitions reported.
Source:
PRICE TARGET
$AMD
5:05 p.m.
Feb. 11, 2025
MS lowers AMD PT to $147 (-7%) due to market share uncertainties.
The new PT of $147 is $12.89 below consensus of $159.89, indicating potential downside risk relative to broader expectations.
Joseph Moore from Morgan Stanley has reduced the price target for AMD from $158 to $147, while the stock currently trades at $119.5. This revised target is $12.89 below the current consensus of $159.89 and $15.50 below the median consensus of $162.5. The consensus range stands between $129 and $200, with recent averages being $149.82 over the last month and $148.08 over the last quarter. This adjustment may imply considerations regarding AMD's competitive position or market dynamics that could affect its valuation relative to peer expectations.
Source:
1:03 p.m.
Feb. 11, 2025
Odysight.ai to Begin Trading on Nasdaq
Odysight.ai's common stock is set to start trading on the Nasdaq under the symbol 'ODYS' starting February 11, 2025. This listing represents another AI-focused company entering the public markets, reflecting the growing investor interest in artificial intelligence stocks.
Source:
Shares of technology companies increased as speculation on artificial intelligence potential continued. Nvidia (NVDA) and Palantir (PLTR) saw gains following news of Musk's bid for OpenAI. This trend reflects ongoing investor enthusiasm for AI-related stocks.
Source:
NEWS
AI
1:03 p.m.
Feb. 11, 2025
Musk-Led Consortium Bids $97.4 Billion for OpenAI
A group of investors led by Elon Musk has offered $97.4 billion to acquire OpenAI, the company behind ChatGPT. This bid marks the latest development in Musk's ongoing dispute with OpenAI CEO Sam Altman over the company's direction. OpenAI's current valuation is significantly higher, with recent estimates placing it at $300 billion.
Source:
CONGRESS TRADE
$ATH
1:02 p.m.
Feb. 11, 2025
Dave McCormick buys $250K-$500K in ATH.
Dave McCormick purchases $250K-$500K in Athene Holding Ltd (ATH).
Dave McCormick executed a purchase of Athene Holding Ltd (ATH) valued between $250,001 and $500,000. Recent trade history includes multiple purchases and a significant sale in various sectors. Only McCormick has reported trading in ATH recently.
Source:
Dave McCormick purchases up to $500K in Carlyle Group.
Rep. Dave McCormick purchases $250K-$500K of CG stock.
Rep. Dave McCormick recently purchased between $250,001 and $500,000 in The Carlyle Group, consistent with his recent acquisition pattern in other large-scale trades such as ATH, MCD, PSX, OXY, and ARCC in January 2025. McCormick's purchase of CG marks a significant recent acquisition compared to previous Congress interest, with no notable pattern of CG trading by other members in recent years.
Source:
Dave McCormick purchases up to $500K in Phillips 66 stock.
Rep. Dave McCormick buys up to $500K in Phillips 66 stock.
Dave McCormick reported a purchase of Phillips 66 stock, valued between $250,001 and $500,000 on January 10, 2025. This acquisition is part of a recent pattern of substantial investments by McCormick, which includes other significant purchases such as Occidental Petroleum Corp and The Carlyle Group Inc. Other members have also reported transactions in Phillips 66 in past years, but none recently before McCormick's trade.
Source:
Dave McCormick sells $1M-$5M in RUM stock.
Dave McCormick sells a large stake in RUM valued between $1M and $5M during a period of divestment in RUM by Congress members.
Dave McCormick executed a sale of Rumble Inc (RUM) shares valued between $1,000,001 and $5,000,000 on January 16, 2025, with disclosure on February 10, 2025. This sale corresponds with another similar sale by David H. McCormick on the same date, indicating a trend of divestment in RUM among Congress members at that time. Dave McCormick's recent trading history includes several purchases in different sectors but no pattern of frequent trading in RUM prior to the sale.
Source:
Rep. Dave McCormick purchases $250K-$500K in McDonald's stock.
Dave McCormick purchases $250K-$500K in McDonald's stock.
On January 10, 2025, Rep. Dave McCormick purchased McDonald's stock valued between $250,001 and $500,000. This transaction is part of a broader pattern of trading multiple stocks in similar amounts around this period, including Phillips 66 and The Carlyle Group. Recent trading by other Congress members in McDonald's has predominantly been sales, such as previous sales by Tommy Tuberville and Sheldon Whitehouse in 2024. McCormick's substantial purchase contrasts with the recent selling activity among his peers.
Source:
Rep. McCormick purchases up to $500K in OXY shares.
Rep. Dave McCormick acquires up to $500,000 in Occidental Petroleum.
Rep. Dave McCormick purchased $250,001 to $500,000 in Occidental Petroleum Corporation (OXY) shares on January 21, 2025. This purchase follows a pattern of substantial transactions within the same amount range by McCormick, including investments in companies like McDonald's Corp and The Carlyle Group in January 2025. Recent trading by Congress members in OXY includes a smaller purchase by Sen. Thomas Carper's spouse and multiple sales by Sen. Tommy Tuberville by different means, indicating both buying interest and selling activity in this stock.
Source:
Dave McCormick purchases $250K-$500K in ARCC.
Dave McCormick purchases $250K-$500K in ARES Capital Corporation during recent trading activities.
Dave McCormick made a purchase of ARES Capital Corporation stock valued between $250,001 and $500,000. This is part of a series of recent transactions including other large purchases and a significant sale. Previous Congressional trading in ARCC includes mostly smaller transactions by other members.
Source:
Dave McCormick buys $250K-$500K in OXY stock.
Dave McCormick purchases $250K-$500K in Occidental Petroleum stock.
Dave McCormick executed a purchase of Occidental Petroleum Corp stock valued between $250,001 and $500,000. His recent trading activity includes multiple purchases around the same amount, demonstrating a pattern of significant investments across various sectors. Other Congressional members have also traded OXY stock recently, with transactions ranging from smaller purchases to full sales.
Source:
PRICE TARGET
$MCHP
1:01 p.m.
Feb. 11, 2025
Morgan Stanley cuts MCHP PT to $58 (-18.3%) on revised outlook.
Joseph Moore's target for MCHP is $27.13 below the analyst consensus at $85.13.
Joseph Moore of Morgan Stanley has lowered the price target for Microchip (MCHP) from $71 to $58. The new price target represents an 18.3% decrease from the prior estimate. This adjustment is notably below the consensus price target of $85.13, and is $33.00 lower than the median target of $91 within the range of $58 to $95. Last month, the average target from one analyst was already at $58, suggesting some consistency in Moore's perspective but a departure from the broader market view over the last quarter average target of $74 from two analysts. This targets adjustment suggests caution or revised expectations compared to other analysts who foresee a higher valuation for MCHP.
Source:
1 p.m.
Feb. 11, 2025
PI 2024: Revenue $366.1M (+19% YoY), strong endpoint IC growth, geopolitical risks persist.
PI reported a significant revenue increase to $366.1 million in 2024, driven by a surge in endpoint IC sales. However, the company faces challenges due to geopolitical tensions, particularly between China and Taiwan, which could impact its supply chain and operations.
In 2024, PI achieved a notable revenue growth of 19% year-over-year, reaching $366.1 million. This growth was primarily fueled by a $71.5 million increase in endpoint IC sales, attributed to higher shipment volumes and new licensing revenue. Despite this positive financial performance, the company is navigating several risks. Geopolitical tensions, especially between China and Taiwan, pose a threat to its supply chain, as a significant portion of its wafers are sourced from Taiwan. Additionally, the company is exposed to potential disruptions from natural disasters and public health crises, given its facilities' locations in areas prone to seismic activity and flooding. PI's reliance on a small number of customers for a large share of its revenue also adds to its vulnerability, as any changes in these relationships could significantly impact its financial results. The company is also under pressure to meet increasing environmental, social, and governance (ESG) standards, which could lead to higher operational costs.
Source:
Nvidia (NVDA) shares surged 3% after Evercore ISI described the recent pullback as a buying opportunity, dismissing concerns about competition from AI rival DeepSeek. This boost in Nvidia's stock price led a broader rally in technology stocks, with Broadcom (AVGO) and Amazon (AMZN) also seeing significant gains.
Source:
NEWS
AI
9:02 a.m.
Feb. 11, 2025
AI Action Summit Begins in Paris
The AI Action Summit has commenced in Paris, bringing together world leaders, researchers, NGOs, and companies to discuss AI development amid global competition and regulatory challenges. The summit aims to address issues such as environmental impact, sustainable development, and equitable access to AI technologies.
Source:
9:02 a.m.
Feb. 11, 2025
Elon Musk-Led Consortium Offers $97.4 Billion for OpenAI Control
A group of investors led by Elon Musk has offered $97.4 billion to acquire the nonprofit that controls OpenAI, escalating the battle with Sam Altman over the company behind ChatGPT. This move has impacted shares of other AI companies, with Nvidia (NVDA) and Palantir rising in sympathy.
Source:
CONGRESS TRADE
$NGL
9:02 a.m.
Feb. 11, 2025
Rep. Mark Green sells up to $100K in NGL Energy.
Rep. Mark Green sells up to $100K in NGL Energy Partners stock.
Rep. Mark Green disclosed a joint sale of NGL Energy Partners LP stock valued between $50,001 and $100,000 on January 28, 2025. This transaction is part of a continuing pattern of sales in NGL by Rep. Green, who previously disclosed multiple sales of the same stock amounting to larger sums, including transactions on January 30 and February 3, 2025, with cumulative amounts ranging up to $1,000,000. The Congress has seen active trading in NGL Energy Partners by Rep. Green, primarily in the form of sales, since March 2023.
Source:
PRICE TARGET
$FOXA
9:01 a.m.
Feb. 11, 2025
Goldman raises FOXA PT to $60, $13.87 above consensus.
FOXA's new price target is significantly above the consensus estimate of $46.13, highlighting a bullish stance from Goldman Sachs compared to market expectations.
Goldman Sachs analyst Michael Ng has increased the price target for Fox Corp. (FOXA) from $57 to $60. This target represents an increase from the current trading price of $54.64 and is $13.87 above the consensus analyst target of $46.13 and $14.50 above the median target of $45.5. The consensus range spans from a low of $39 to this new high of $60. Over the past month and quarter, the average price target for FOXA was $60 based on a single analyst, indicating that Goldman's revised target aligns with this prior lone estimate, but stands out against the broader market consensus which is lower, suggesting differing outlooks on FOXA's valuation and future prospects within the market.
Source:
NEWS
NEWS
9:01 a.m.
Feb. 11, 2025
Morgan Stanley lowers AMD PT to $137 (-7%) citing market concerns.
Morgan Stanley's new AMD target is 14% below consensus.
Morgan Stanley has revised its price target for AMD from $147 to $137, a reduction of 6.8%. This new target remains 14% below the current consensus target of $159.89. The consensus has a median target of $162.5 and ranges between $129 and $200, pointing to a general upward expectation by others in the market. Previously, average targets were $149.82 last month and $148.08 last quarter, showing a market expectation of AMD's price being higher than Morgan Stanley's target. Morgan Stanley's lowered target may reflect specific concerns or a more conservative outlook on AMD compared to the broader market expectation.
NEWS
NEWS
9:01 a.m.
Feb. 11, 2025
DA Davidson raises DDOG PT to $165 (+10%) on optimistic growth outlook
DA Davidson's target exceeds consensus by $11.12 and median by $12.
DA Davidson recently increased its price target on Datadog (DDOG) from $150 to $165. This 10% increase from the previous target suggests enhanced confidence in growth prospects. The new target price of $165 is $11.12 above the current consensus of $153.88 and $12 above the median of $153. This increase not only stands out against the consensus but also surpasses the last month's average of $152.5 (based on assessments from 2 analysts) and the last quarter's average of $160 (across 4 analysts). The rise to $165 marks the optimistic end of the current consensus range of $140 to $170, highlighting DA Davidson's positive outlook.
9:01 a.m.
Feb. 11, 2025
Error retrieving PWFL 10-Q
9:01 a.m.
Feb. 11, 2025
AZTA Q4: Revenue $147.5M (+4% YoY), Multiomics and Sample Management segments drive growth, operational efficiencies improve margins.
Azenta reported a 4% increase in revenue to $147.5 million for Q4, driven by growth in its Multiomics and Sample Management Solutions segments. Despite higher revenues, the company faced a net loss of $13.3 million, primarily due to increased operating expenses and lower interest income. Operational efficiencies contributed to improved gross margins.
Azenta's Q4 results show a 4% year-over-year increase in revenue, reaching $147.5 million, with notable contributions from the Multiomics and Sample Management Solutions segments. The Multiomics segment saw a 6% revenue increase, driven by Next Generation Sequencing and Gene Synthesis services, while the Sample Management Solutions segment grew by 3%, supported by Consumables and Instruments. Despite these gains, Azenta reported a net loss of $13.3 million, an improvement from the previous year's $15.7 million loss, largely due to reduced losses from discontinued operations. The company's gross margin improved to 47% from 44% the previous year, thanks to operational efficiencies and a favorable sales mix. However, increased selling, general, and administrative expenses, along with lower interest income, impacted the bottom line. Azenta's liquidity remains strong, with $503.4 million in cash and marketable securities, ensuring the ability to fund operations and capital expenditures for the foreseeable future.
Source:
9 a.m.
Feb. 11, 2025
Error retrieving BRKS 10-Q
EARNINGS CALL
$CRNC
9 a.m.
Feb. 6, 2025
CRNC Q1 2025: Revenue $50.9M beats guidance, strong cash flow $7.9M, progress on AI partnerships
Q1 2025 saw Cerence exceed guidance with $50.9M revenue, initiated key partnerships, and proactive debt management.
Cerence reported Q1 2025 revenue of $50.9M, surpassing the expected range of $47M-$50M. The company also generated adjusted EBITDA of $1.4M, better than their guidance forecasting losses. Driving this was strong performance in connected services, accounting for a 34% YoY increase to $13.7M, assisted by $2M in royalty true-ups. Despite a YoY decline from the decommissioning of a $86.6M contract last year, margins benefited from a higher mix of license and connected services. Operating expenses were reduced to $34.1M through restructuring, and an international tax credit provided a $2.5M operating cost benefit. Cerence repurchased $27M of its convertible notes due in June, aimed at reducing debt. Key efforts included progress on the Cerence XUI platform and six new design wins. For Q2, revenue is projected to be $74M-$77M, with anticipated improved margins due to additional fixed licensing agreements. CEO Brian Krzanich emphasized Cerence's global OEM partnerships and stressed ongoing cost management and strategic projects.
Source:
NEWS
AI
10:03 p.m.
Feb. 10, 2025
Elon Musk-led Investor Group Offers $97.4 Billion for Control of OpenAI
Billionaire Elon Musk is leading a group of investors in a $97.4 billion bid to take control of artificial intelligence pioneer OpenAI. This move could significantly reshape the AI landscape.
Source:
Nvidia Leads Chip Stocks Higher as Markets Rebound
Nvidia (NVDA) shares gained nearly 3% on Monday, leading other chip stocks higher and boosting the tech sector. The surge came after partner TSMC reported increased sales and analysts issued a bullish note ahead of Nvidia's upcoming earnings.
Source:
CONGRESS TRADE
$NGL
10:02 p.m.
Feb. 10, 2025
Rep. Mark Dr Green sells up to $1M in NGL Energy Partners LP stock.
Rep. Mark Dr Green sells between $500,001 and $1,000,000 in NGL Energy Partners LP.
Rep. Mark Dr Green has been actively trading NGL Energy Partners LP stocks, with multiple sales spanning from early 2023 to 2025. His most recent transaction involved selling $500,001 to $1,000,000 worth of NGL stock. Green's trading pattern includes regular sales of NGL stocks across various amounts, indicating ongoing portfolio adjustments within this company.
Source:
Rep. Mark Dr Green sells $250K-$500K in NGL stock.
Rep. Mark Dr Green, from TN07, sold $250K-$500K NGL Energy Partners LP stock.
Rep. Mark Dr Green executed a sale of NGL Energy Partners LP stock valued between $250,001 and $500,000. This transaction is part of a series of sales he has made in NGL stocks over recent months, including several transactions in January 2025 alone, ranging from $15,001 to $1,000,000. His trading patterns with NGL have shown consistent selling activity since mid-2024, indicating a significant reduction of holdings in this particular stock over time.
Source:
PRICE TARGET
$PLTR
10:01 p.m.
Feb. 10, 2025
Morgan Stanley raises PLTR PT to $95 (upgraded from Underweight to Equal Weight)
Morgan Stanley's new target of $95 is $23.57 above consensus and $20 above median.
Sanjit Singh from Morgan Stanley upgraded PLTR from Underweight to Equal Weight, setting a new price target at $95. This target is substantially higher than the consensus target of $71.43 and the median of $75. The $95 target is $23.57 above the consensus and $20 above the median. Previously, the average target price for PLTR was $85 a month ago and $83 a quarter ago among a consistent number of analysts. The new target is close to the high end of the one-year target range, which spans from $35 to $105, indicating an improved outlook from Morgan Stanley compared to prior assessments.
Source:
PRICE TARGET
$PLTR
10:01 p.m.
Feb. 10, 2025
Mizuho raises PLTR PT to $80 (+82%) amid valuation realignment
PT revised to $80, diverges by $8.57 above consensus of $71.43
Mizuho Securities, led by analyst Gregg Moskowitz, raised Palantir's (PLTR) price target from $44 to $80, reflecting an 82% increase. At the time of the revision, PLTR's current market price was $103.83. The new target of $80 is $8.57 above the consensus estimate of $71.43 and $5.00 above the median target of $75, placing it toward the upper end of the analyst range which spans from $35 to $105. Recent averages indicate an analyst consensus of $85 last month and $83 last quarter, drawn from 4 and 5 analysts respectively. This target adjustment signifies a realignment of valuation reflecting new assessments of Palantir's market position and financial outlook within Mizuho's coverage.
PRICE TARGET
$PLTR
10:01 p.m.
Feb. 10, 2025
DA Davidson raises PLTR PT to $105 (+123%) on improved outlook.
The new PLTR target of $105 is 47% above consensus ($71.43) and matches the top end of the range.
DA Davidson's analyst Gil Luria raised Palantir's price target from $47 to $105, which represents a 123% increase from the previous target. This new target stands out as it is 47% higher than the consensus target of $71.43 and aligns with the highest estimate in the range ($35 - $105). The median target is $75, indicating DA Davidson's view is $30 above this marker. Recent consensus data points to an upward revising trend, with last month’s average of $85 (4 analysts) and last quarter's $83 (5 analysts), suggesting increased optimism, though not to this extent. This reflects a significantly more optimistic view from DA Davidson compared to the broader market’s current consensus.
Source:
NEWS
NEWS
10:01 p.m.
Feb. 10, 2025
UBS lowers AMD PT to $175 (-8%) amidst market trends.
New PT remains above consensus by $15.11.
UBS has revised its price target for AMD to $175 from $190, marking an 8% reduction. Despite the decrease, the new target still stands above the current consensus of $159.89 by $15.11, and surpasses the median target of $162.50 by $12.50. This adjustment reflects market reassessments, yet UBS maintains a more optimistic view than the average analyst projections. AMD's current market price is $112.01, indicating UBS sees a potential increase of approximately 56% from the present level. The broader consensus range for AMD targets is between $129 and $200, with a recent average target from the past month being $149.82, influenced by 11 analysts. Over the last quarter, with inputs from 12 analysts, the average was $148.08. UBS's update suggests continued confidence in AMD's growth potential despite the reduction.
NEWS
NEWS
10:01 p.m.
Feb. 10, 2025
Argus lowers AMD PT to $160 from $220.
The new Argus PT for AMD is $0.11 above the consensus but $2.50 below the median.
Argus Research has lowered its price target for AMD from $220 to $160. The current AMD stock price is $110.16. This new target is positioned $0.11 above the current consensus of $159.89, and $2.50 below the median consensus target of $162.50. The broader consensus range for AMD's price target is between $129 and $200. Previously, AMD's average price target was $149.82 last month across 11 analysts and $148.08 last quarter across 12 analysts, indicating that although Argus' target is close to the current consensus, it marks a significant reduction from their prior expectations. This change might reflect a responsive adjustment to market conditions or company-specific developments.
EARNINGS CALL
$FTNT
10:01 p.m.
Feb. 6, 2025
Fortinet Q4 2024: Revenue up 17%, Operating Margin 39%, Unified SaaS billings up 13%
Fortinet's Q4 2024 saw strong revenue growth of 17% led by product growth, with operating margins reaching a record 39%.
Fortinet reported strong performance in Q4 2024 with total revenue growing by 17% primarily driven by product revenue increase of 18%. Key highlights included a record high operating margin of 39% and significant growth in Unified SaaS billings, which increased by 13%, and Security Service Edge billings, which surged by 85%. The company added 6,900 new logos, with EMEA being the best-performing geography, achieving over 25% growth. The recent acquisitions of Perception Point and Linksys are expected to slightly influence future growth rates. Guidance for Q1 2025 includes revenue growth in the range of 13-15% and operating margins of 30-31%.
Source:
EARNINGS CALL
$NET
10 p.m.
Feb. 6, 2025
NET Q4 2024: Revenue $459.9M, up 27% YoY, operating income $67.2M, growth fueled by enterprise expansion and AI capabilities.
Cloudflare achieves 27% YoY revenue growth, strong customer additions, increased AI activity, continued focus on operational efficiency in Q4 2024.
Cloudflare reported a 27% year-over-year increase in Q4 2024 revenue, totaling $459.9 million, driven by substantial growth in large customers, which now make up 69% of its revenue. Operating income rose 69% to $67.2 million, achieving a margin of 14.6%, and free cash flow was $47.8 million for the quarter. The company experienced a record number of new customer additions, including 55 clients spending over $1 million annually. This growth is attributed to improved go-to-market strategies led by Mark Anderson, focusing on a disciplined and targeted sales approach, especially in the enterprise segment. Cloudflare is also seeing notable traction in the AI sector, positioning its Workers platform as ideal for AI inference tasks, creating an efficient, cost-effective alternative to traditional hyperscaler offerings. The launch of 'pool of funds' contracts has provided flexibility and predictability in revenue, aligning with broader platform adoption across its customer base. For full-year 2025, Cloudflare anticipates revenue to grow by approximately 25% and aims to further enhance profitability with robust sales and technological innovation strategies in place.
Source:
EARNINGS CALL
$ROK
10 p.m.
Feb. 10, 2025
ROK Q1 2025: Orders up 10% YoY, EPS $1.83 beats, Sales down 8.5% YoY, Logix strong
Rockwell Automotive reports a 10% increase in Q1 orders YoY, outperforming expectations with strong sales in Logix, despite an 8.5% YoY decline in Q1 sales due to currency headwinds and backlog effects.
Rockwell Automotive's Q1 2025 results indicate a dynamic performance amid challenging market conditions. Key highlights include a 10% increase in orders compared to the previous year, driven by strong demand for Logix controllers. Despite this, Q1 sales were down 8.5% year-over-year, impacted by negative currency translations and tough comparisons with prior backlog-supported sales. All regions and business segments exhibited sequential order growth. The company cites progress in operational excellence and cost discipline, projecting $250M in productivity benefits for the year. The adjusted EPS came in at $1.83, exceeding expectations. Challenges remain from macroeconomic uncertainties and currency headwinds, but Rockwell maintains an adjusted EPS guidance of $9.20 at the midpoint for fiscal 2025. CEO Blake Moret emphasized ongoing productivity initiatives and strategic order wins across core industries.
Source:
EARNINGS CALL
$MNDY
10 p.m.
Feb. 10, 2025
MNDY Q4 2024: Revenue $268M up 32%, FY 2024 $972M; hits $1B ARR milestone
monday.com achieved $268M in Q4 2024 revenue, up 32%, annual revenue hit $972M; ARR surpassed $1B milestone.
monday.com closed Q4 2024 with $268 million in revenue, marking a 32% year-over-year increase. Total annual revenue for fiscal 2024 reached $972 million, also reflecting 32% growth from the previous year. Key achievements include surpassing $1 billion in annual recurring revenue (ARR) and being named leader in multiple categories in Gartner's Magic Quadrant. Operating margins reached historical peaks, with a strong free cash flow generation of $295.8 million for the year. On the product side, monday.com's CRM and Dev products saw record net new accounts. In AI, the company unveiled new capabilities, with 70 million AI actions reported since integration. They also successfully expanded into the enterprise market, with the largest account seat count growing to 80,000. Looking forward, the company expects 2025 revenue between $1.208 billion and $1.221 billion, reflecting a 24% to 26% growth.
Source:
EARNINGS CALL
$ON
10 p.m.
Feb. 10, 2025
ON Q4 2024: Revenue $1.72B, EPS $0.95; auto growth, non-core decline
ON highlights 2024 financial results showing resilience amid challenges, with Q4 revenue of $1.72 billion and EPS of $0.95, driven by strong automotive growth in China but offset by a downturn in non-core markets.
ON's Q4 revenue was $1.72 billion, with a non-GAAP EPS of $0.95. Automotive revenue grew 8% sequentially, largely due to demand in China. However, an early Chinese New Year affected Q1 EV deliveries. Industrial revenue was down 5%, with persistent inventory digestion. Silicon carbide revenue increased by 22% in H2 over H1 2024 but declined slightly year-over-year. CEO Hassane El-Khoury emphasized ON's focus on markets like automotive, industrial, and AI data centers while exiting price-sensitive non-core markets. CFO Thad Trent highlighted $1.2 billion in free cash flow and ongoing cost reductions.
Source:
5:01 p.m.
Feb. 10, 2025
McDonald's Reports Declining US Sales, Misses Q4 Estimates
McDonald's reported a 1.4% year-over-year decline in U.S. sales for Q4, with revenue and adjusted earnings missing analysts' estimates. Despite the disappointing results, the company's shares were up 1% in premarket trading as global comparable sales edged 0.4% higher.
Source:
NEWS
AI
5:01 p.m.
Feb. 10, 2025
US Army Invests $50 Million in AI and Machine Learning Solutions
The U.S. Army reported investing $50 million in small and nontraditional businesses to develop AI and machine learning solutions in 2024. The Army's Combat Capabilities Development Command is now consolidating these efforts into its ongoing modernization strategy.
Source:
NEWS
AI
5:01 p.m.
Feb. 10, 2025
AI Action Summit Begins in Paris
The AI Action Summit, bringing together world leaders, tech companies, and civil society, kicks off in Paris to address the opportunities and challenges of rapidly developing AI technology. The two-day event aims to craft AI policies that respect universal values.
Source:
CONGRESS TRADE
$RUM
5:01 p.m.
Feb. 10, 2025
Sen. McCormick sells up to $5M in RUM stock.
Sen. McCormick executes a full sale of RUM stock, totaling $1M to $5M.
Senator David H. McCormick fully divested from Rumble Inc. stocks, with the sale amount ranging from $1 million to $5 million. There are no other recent trades in RUM by other Congress members noted at this time.
Source:
EARNINGS CALL
$RBLX
5 p.m.
Feb. 6, 2025
RBLX Q4 2024: Revenue $988M, up 32%, surpasses guidance; DAUs 85.3M with strong over-13 growth
Roblox exceeded guidance across key metrics with revenue of $988M, bookings of $1.362B, DAUs growing in major markets, and strong growth in the over-13 age demographic.
Roblox reported Q4 2024 results with revenue reaching $988M, exceeding the high-end guidance of $960M, and bookings of $1.362B surpassing guidance. Daily active users (DAUs) hit 85.3 million, marking a 19% increase year-on-year, with markets like Japan and India experiencing over 50% growth. Engagement hours totaled 18.7 billion, up 21%. Monetization improvements, such as raising bookings per DAU and expanding the UGC economy, contributed to better financial outcomes. The company aims for 10% of the gaming ecosystem by enhancing platform technologies and AI integrations. Free cash flow rose to $641M for the year, up from $124M in 2023. "We continue to drive top line growth at 20% plus while we increase cash flow," said CEO David Baszucki. Challenges included DAU decreases in regions like Eastern Europe, but strong mobile and desktop performance supported overall growth.
Source:
Best-Performing Tech Stocks for February 2025 Revealed
The top-performing tech stocks in the Nasdaq 100 index have been revealed, with Applovin Corp (APP) leading the pack with a 763.28% one-year return. Other top performers include Microstrategy Inc (MSTR), Palantir Technologies Inc (PLTR), and Arm Holdings plc ADR (ARM).
Source:
1:55 p.m.
Feb. 10, 2025
Google Announces Latest AI Updates
Google has released its latest AI updates, including the addition of Gemini 2.0 Flash to the Gemini app and expanded capabilities for Gemini Live on Samsung Galaxy S24 and S25 series and Pixel 9 devices. These updates aim to deliver faster responses and more capable AI assistance.
Source:
CONGRESS TRADE
$GS
1:54 p.m.
Feb. 10, 2025
Sen. Mullin's spouse buys $15K-$50K in GS stock.
Sen. Mullin's spouse purchased $15K-$50K of GS stock amid other tech and industrial purchases.
Sen. Markwayne Mullin, representing Oklahoma, reported a purchase of Goldman Sachs stock by his spouse valued between $15,001 and $50,000. This transaction is part of ongoing trades involving tech and industrial stocks such as DELL and AIT within a similar value range. Sen. Mullin's recent trading history indicates a pattern of diverse stock investments, often in the $15,001-$50,000 range, with both personal and spousal involvement.
Source:
Sen. Markwayne Mullin buys $15K-$50K in GS stock.
Sen. Markwayne Mullin purchases $15K-$50K in Goldman Sachs stock.
Senator Markwayne Mullin disclosed a personal purchase of Goldman Sachs stock valued between $15,001 and $50,000. This trade occurs amidst a series of recent trades by Mullin, including multiple purchases across various industries. Recently, Mullin has demonstrated an active trading pattern in Goldman Sachs securities, including both buys and sells. Other members such as Ted Cruz and Sheldon Whitehouse have also engaged in trading Goldman Sachs stock.
Source:
INSIDER TRADE
$PCT
1:54 p.m.
Feb. 10, 2025
Sylebra Capital purchases $5M in PCT stock.
Sylebra Capital, a 10% owner, recently acquired 619,925 shares of PCT.
Sylebra Capital, a 10% owner of PCT, purchased 619,925 shares at $8.06 per share, totaling $4,996,595.50. This acquisition increases their total holdings to 34,077,574 shares. In the current quarter, PCT has recorded 1 disposed transaction totaling 1,123 shares, with no acquired transactions reported. This purchase by SYLEBRA CAPITAL LLC contrasts with recent sales by other insiders, such as CEO Dustin Olson and Director Scott John Stewart, who have disposed of shares in previous quarters.
Source:
Magnificent 7 Tech Stocks Show Mixed Performance in Early 2025
The Magnificent 7 tech stocks are showing varied performance in early 2025, with Meta Platforms (META) leading at 17.7% growth, while Nvidia (NVDA) is down 10.6%. This divergence highlights the evolving landscape in the tech sector, particularly in relation to AI developments.
Source:
NEWS
AI
1:02 p.m.
Feb. 10, 2025
2025 Shaping Up as the Year of Edge AI
Industry experts predict 2025 will be a pivotal year for edge AI, with developments like DeepSeek's efficient LLM signaling a shift in compute power needs. The focus is moving towards optimized, resource-conscious AI models suitable for edge computing environments.
Source:
Nvidia Stock Slips Amid Report of OpenAI Plan for AI Chip Development
Nvidia (NVDA) stock is declining following reports that Microsoft-backed OpenAI is looking to develop its own AI chips. This move could potentially reshape the global market for AI-powering chips and processors, impacting Nvidia's dominant position.
Source:
Tech Giants Plan Massive $320 Billion AI Spend for 2025
Amazon, Google, Meta and Microsoft are expected to collectively spend over $320 billion on AI in 2025, up 63% from 2024. However, investors are concerned about the massive spending without corresponding revenue increases, potentially impacting buybacks and dividends.
Source:
INSIDER TRADE
$LLY
1:01 p.m.
Feb. 10, 2025
LLY: LILLY ENDOWMENT INC S-Sale $11,577,529.85 total in 4 trades
Multiple trades executed today totaling 4 transactions
Details:
- S-Sale 2,325.0 shares at $886.663
- S-Sale 4,855.0 shares at $883.541
- S-Sale 3,205.0 shares at $884.563
- S-Sale 2,700.0 shares at $885.712
Source:
Major stock indexes close lower for the week amid tech earnings
Most stock indexes closed in the red for the week, with the Dow Jones Industrial Average (DJIA) falling 0.54% and the S&P 500 (SPX) down 0.24%. The Nasdaq Composite (NDAQ) declined 0.53%, while the Nasdaq-100 (NDX) managed a slight gain of 0.06%. Tech earnings reports, particularly from megacap companies, continue to influence market movements.
Source:
NEWS
AI
10:01 p.m.
Feb. 9, 2025
LEAP 2025 launches in Riyadh with $14.9 billion in AI investments
LEAP 2025, a major global technology and innovation event, kicked off in Riyadh on February 9, 2025. The event unveiled $14.9 billion in AI investments, highlighting the growing focus on artificial intelligence in the Middle East region.
Source:
NEWS
AI
10:01 p.m.
Feb. 9, 2025
Top tech minds and world leaders gather in Paris for AI Action Summit
The AI Action Summit is taking place in Paris on February 10-11, 2025, bringing together global leaders and tech experts to address urgent AI challenges. The summit aims to deliver key outcomes including an international AI safety report, multilateral agreements on AI's environmental impact, and initiatives to support developing countries with AI tools.
Source:
INSIDER TRADE
$LLY
10:01 p.m.
Feb. 9, 2025
Lilly Endowment Inc sells $16.5M in Eli Lilly stock.
Consistent selling pattern by Lilly Endowment, aligning with recent disposition-only activity.
Lilly Endowment Inc, a 10 percent owner, sold 18,918 shares of Eli Lilly (LLY) at $871.323 per share, totaling approximately $16,483,689.51. The endowment's recent activity shows multiple sales during this period, adding to a pattern of disposing interests. This transaction follows their consistent selling of Eli Lilly shares, with stats indicating 0 acquired transactions and one disposed transaction in the current quarter, comprising 278 disposed transactions.
Source:
INSIDER TRADE
$HES
10:01 p.m.
Feb. 9, 2025
HESS CEO acquires $7.08M in stock through F-InKind transaction.
CEO John B. Hess acquired 49,585 shares after recent multiple disposals in November 2024.
On November 22, 2024, John B. Hess, CEO of Hess Corp (HES), acquired 49,585 shares valued at $7,077,762.90 through an F-InKind transaction. This acquisition comes after a series of sales in November, where Hess disposed of multiple tranches totaling 556,221 shares priced between $141.86 and $148.64. For the current quarter, Hess has reported 8 acquired transactions totaling 257,488 shares while the company had 16 disposal transactions totaling 261,249 shares.
Source:
PRICE TARGET
$RMBS
10 p.m.
Feb. 9, 2025
Wells Fargo raises RMBS PT to $73 (+8.9%) on new valuation.
Rambus PT is $2.75 below consensus and $1.50 above median.
Wells Fargo, through analyst Aaron Rakers, has increased its price target for Rambus (RMBS) to $73 from the previous $62. This revised target represents an increase of 8.9% from the current trading price of $64.44. The updated price target is positioned $2.75 below the current consensus price target of $75.75 but is $1.50 above the median price target of $71.5. Compared to the last month's average consensus of $74.75 provided by four analysts, the new target is $1.75 lower. An examination against the last quarter's average of $73.8, from five analysts, shows that the new target is $0.80 short. The overall range of price targets currently spans from $70 to $90. The revised target appears aligned with more conservative market projections yet shows upward adjustment reflecting optimism within those parameters.
Source:
NEWS
TECH
6:53 p.m.
Feb. 9, 2025
Big Tech Set for Massive AI Spending Surge in 2025
The four largest tech companies are projected to spend more on capital projects this year than the combined market value of Pfizer and Citigroup. This unprecedented investment surge is primarily driven by the race to develop and implement advanced AI technologies.
Source:
INSIDER TRADE
$PM
6:52 p.m.
Feb. 9, 2025
Philip Morris officer De Wilde Frederic sells $2.17M in stock.
De Wilde previously sold shares in October and August 2024, totaling 45,000 shares.
Frederic De Wilde, an officer at Philip Morris, recently sold 15,000 shares of common stock at $144.54 each, totaling $2,168,100. De Wilde has consistently sold shares, with two transactions in 2024: 25,000 shares in October and 20,000 shares in August. In the current quarter, Philip Morris recorded 23 acquisition transactions of 398,884 shares and only one disposition transaction of 15,000 shares by De Wilde.
Source:
INSIDER TRADE
$DTE
6:51 p.m.
Feb. 9, 2025
DTE CEO Gerardo Norcia receives $2.23M in stock.
DTE CEO Gerardo Norcia's activity includes a Form In-Kind transaction, amid numerous disposals by other officers.
Gerardo Norcia, CEO and Chairman of DTE, reported a Form In-Kind transaction involving 18,171 shares valued at approximately $2.23M, retaining 407,988 shares. Recent insider trading within DTE shows 31 sales transactions against 14 purchases this quarter, totaling 50,855 shares sold and 141,577 shares acquired, indicating mixed insider activities.
Source:
Nvidia (NVDA) continues to dominate the AI chip market despite recent concerns over Chinese company DeepSeek's claims. Dell (DELL) is emerging as a leading supplier of data center infrastructure for AI projects, with analysts bullish on both companies.
Source:
PRICE TARGET
$SPOT
6:04 p.m.
Feb. 9, 2025
UBS raises SPOT PT to $700, citing strong Q4 results.
UBS price target for SPOT is $222.08 above the consensus estimate.
UBS analyst Mark Mahaney increased the price target for Spotify (SPOT) to $700, reflecting a strong outlook based on 'very impressive' Q4 results. This new target sharply contrasts with the consensus price target of $477.92. Moreover, it is substantially higher than the median target of $445, and far exceeds the range low of $340. The target aligns with the highest end of the consensus range (same high). This adjustment indicates UBS's bullish stance on SPOT compared to the broader analyst community, as evidenced by the $222.08 difference from the consensus target and being $255 above the median. The last month's average of $700, set by a single analyst, also matches the new UBS target, suggesting consistent confidence in SPOT's potential growth.
Source:
PRICE TARGET
$AMD
6:04 p.m.
Feb. 9, 2025
Morgan Stanley lowers AMD PT to $147 (-6.96%) due to industry conditions.
New PT $147 is $24.27 below consensus $171.27 and $28 below median $175.
Morgan Stanley analyst Joseph Moore has reduced AMD's price target from $158 to $147, while the current AMD stock price is $119.5. This adjustment places the new price target $24.27 below the average consensus of $171.27 and $28 below the median target of $175, as per data involving 3 analysts. This change reflects a more conservative outlook on AMD's valuation compared to the broader market expectations and aligns closer to recent average analyst estimates of $138.67 over the last month and quarter.
Source:
EARNINGS CALL
$NET
6:04 p.m.
Feb. 6, 2025
Cloudflare Q4 2024: Revenue up 27% to $459.9M, strong large customer growth, operating profit $67.2M
Cloudflare Q4 2024: Revenue up 27% to $459.9M, strong large customer growth, operating profit $67.2M
Cloudflare reported Q4 2024 revenue of $459.9 million, a 27% YoY increase, driven by a record addition of large customers, now totaling 3,497, with large customers contributing 69% of total revenue. The company achieved a gross margin of 77.6% and generated free cash flow of $47.8 million. CEO Matthew Prince noted improved close rates and sales cycles, and a focus on customers' needs in AI and security fueling demand. Operating profit rose to $67.2 million with an operating margin of 14.6%. CFO Thomas Seifert emphasized Cloudflare's significant traction in large customer deals and the growing importance of their AI and SaaS offerings. For Q1 2025, the company projects revenue of $468 million to $469 million, continuing its investment to boost sales productivity and expand its enterprise sales force.
Source:
CONGRESS TRADE
$FNMA
5:56 p.m.
Feb. 9, 2025
Rep. Dingell invests up to $250K in FNMA.
Rep. Dingell purchases $100K-$250K in FNMA.
Rep. Debbie Dingell purchased between $100,001 and $250,000 of FNMA stock on January 15, 2025. This is her first reported trade in FNMA. Her trading history includes transactions in various other stocks, but this is a large purchase compared to her recent trades. Her recent trades include investments in Disney, Government National Mortgage Association, Apple, and other companies. The previous FNMA trade by a Congress member was a sale by Steve Knight in 2018.
Source:
CONGRESS TRADE
$NGL
5:56 p.m.
Feb. 9, 2025
Rep. Green sells $50K-$100K in NGL stock.
Rep. Green sells $50K-$100K in NGL, continuing a series of sales in this stock.
Rep. Mark Dr Green disclosed a joint sale of NGL Energy Partners LP stock valued between $50,001 and $100,000. This sale is consistent with his recent trading history, which shows multiple transactions involving NGL stock predominantly as sales. Over the past few years, Green has consistently sold shares in NGL, indicating a pattern of reducing his stake in this particular stock.
Source:
Rep. Green sells up to $1M in NGL stock amid ongoing divestment.
Rep. Mark Dr Green sells $1M in NGL Energy Partners LP stock.
Rep. Mark Dr Green sold NGL Energy Partners LP stock valued between $500,001 and $1,000,000. This is part of a pattern of frequent sales in NGL, with previous sales occurring consistently in high amounts over the past two years. This recent transaction continues Green's trend of reducing holdings in this stock.
Source:
Rep. Green sells up to $500K in NGL Energy Partners LP stock.
Rep. Mark Dr Green sold between $250,001 and $500,000 in NGL Energy Partners LP.
Rep. Mark Dr Green has been actively trading NGL Energy Partners LP, primarily selling over the last year. The most recent sale follows previous significant disposals, including a sale of up to $1,000,000 just days prior, indicating a pattern of reducing holdings in this asset.
Source:
CONGRESS TRADE
$DELL
5:56 p.m.
Feb. 9, 2025
Sen. Mullin purchases $15K-$50K in DELL stock.
Sen. Mullin buys between $15,001 and $50,000 in DELL stock.
Sen. Markwayne Mullin disclosed the purchase of DELL stock valued between $15,001 and $50,000 on January 2, 2025. He has shown active trading patterns, with multiple transactions in other stocks around the same date. His recent trading includes both purchases and sales across different asset types.
Source:
Sen. Mullin's spouse purchases up to $50K of DELL stock.
Sen. Markwayne Mullin's spouse buys DELL stock valued between $15,001 and $50,000.
Markwayne Mullin reported that his spouse purchased shares in Dell Technologies worth between $15,001 and $50,000. This trade aligns with recent activity where both Mullin and his spouse made multiple stock purchases within a similar value range, including another transaction in DELL on the same day. Other congressional trades in DELL involve similar purchase patterns with no clear oversight committee link to technology investments.
Source:
Sen. Mullin buys $15-50K in Dell stock.
Sen. Markwayne Mullin purchases $15,001-$50,000 in Dell Technologies stock.
Senator Markwayne Mullin from Oklahoma has reported a purchase of Dell Technologies Inc. stock valued between $15,001 and $50,000 on January 2, 2025. This purchase is part of a broader pattern of similar-sized investments by Mullin in various stocks. Previous congressional activity in Dell stock includes purchases by Thomas R. Carper and Mullin, indicating interest across multiple members.
Source:
Markwayne Mullin's spouse purchases $15K-$50K in DELL stock.
Markwayne Mullin's spouse buys Dell Technologies Inc. stock, adding to Mullin's consistent trading in various sectors.
Markwayne Mullin's spouse purchased DELL stock in the $15,001-$50,000 range, with Mullin's recent activity also including multiple purchases of DELL for both himself and his spouse. His trading pattern shows frequent investment across different sectors, including tech and industrial stocks, as evidenced by his other investments in companies like Coherent Corp and Applied Industrial Technologies.
Source:
Sen. Mullin's spouse purchases $15K-$50K in MasTec Inc stock.
Markwayne Mullin's spouse purchased $15,001 - $50,000 of MTZ stock, continuing a pattern of stock acquisitions around the same date.
Markwayne Mullin's spouse acquired between $15,001 and $50,000 of MasTec Inc stock on January 2, 2025, as part of several similar transactions around the same time. This indicates a potential strategy of simultaneous stock purchases across different companies, or a portfolio diversification. There are no additional trading disclosures by other Congress members regarding MTZ at this time.
Source:
Sen. Mullin purchases $15K-$50K in MTZ stock.
Sen. Markwayne Mullin purchases between $15,001-$50,000 in MasTec Inc (MTZ) stock.
Sen. Markwayne Mullin reported purchasing between $15,001 and $50,000 in MasTec Inc (MTZ) for himself on January 2, 2025. Recently, he has been active in trading both personally and through a spouse, purchasing stocks including MTZ, IRM, and GS, indicating a diverse investment portfolio across sectors. All trades reported for MTZ stock are connected to Sen. Mullin and occur on January 2, 2025.
Source:
Sen. Mullin purchases $15K-$50K in Mastec Inc.
Sen. Mullin purchases $15K-$50K in MasTec Inc, adding to his diverse trading activity.
Sen. Markwayne Mullin disclosed a purchase between $15,001 and $50,000 in MasTec Inc stock. His recent trading history shows a propensity for investment in various industries, as evidenced by purchases in EAFE and Eurozone ETFs and companies across finance and technology sectors. Mullin himself and jointly has been actively purchasing stocks like MasTec, aligning with a broader pattern of diversified investments in his portfolio. Several transactions in MTZ from personal and spousal accounts indicate a continued interest in this sector.
Source:
Sen. Mullin's spouse purchases up to $50K in Primo Water Corp.
Sen. Mullin's spouse invests $15,001 - $50,000 in Primo Water Corp; similar transactions occurred on the same day by both Sen. Mullin and his spouse.
Sen. Markwayne Mullin's recent transaction involves a purchase of Primo Water Corp stock valued between $15,001 and $50,000, executed by his spouse. This is consistent with a same-day transaction where Mullin also bought shares of the same company within the same price range. The Senator's recent trading activity includes similar purchases in various stocks across multiple sectors but no specific pattern towards a particular industry is identified. Other recent congressional trades in PRMW are exclusively by Mullin and his spouse, indicating no broader Congressional focus on Primo Water Corp at this time.
Source:
Sen. Markwayne Mullin buys $15K-$50K in AIT stock.
Sen. Mullin purchases $15,001-$50,000 in AIT stock.
Markwayne Mullin purchased AIT stock valued between $15,001 and $50,000. Recent transactions show a pattern of purchases across various stocks with similar value ranges, including multiple purchases on the same date for AIT, both personally and by spouse. Historical Congress trading in AIT is scarce, primarily limited to recent activity by Mullin.
Source:
Sen. Mullin buys $15K-$50K in COHR shares.
Sen. Markwayne Mullin purchases $15,001 - $50,000 in Coherent Corp (COHR) shares.
Sen. Markwayne Mullin disclosed purchasing COHR stock valued between $15,001 and $50,000 on January 2, 2025. This follows a pattern where both he and his spouse have made multiple purchases in stocks of similar financial size. Recent trading activity illustrates a focus on acquiring various stocks, including COHR, indicating a diversified portfolio approach.
Source:
Technology Sector Maintains Safe Haven Status in 2025
The technology sector is expected to remain a safe haven for investors in 2025, with companies like Nvidia (NVDA), Broadcom (AVGO), Qualcomm (QCOM), Innodata (INOD), and Marvell Technology (MRVL) poised to benefit from the ongoing AI investment wave.
Source:
PRICE TARGET
$PLTR
5 p.m.
Feb. 9, 2025
Mizuho raises PLTR PT to $80 (+82%) amid strong momentum.
The $80 PT exceeds the consensus by $8.57 and the median by $5.
Gregg Moskowitz of Mizuho Securities raises Palantir's price target to $80, a significant increase from the previous $44, amidst the current trading price of $103.83. This revision places the new target $8.57 above the overall consensus of $71.43 and $5 above the median of $75. Additionally, the new target remains within the consensus range of $35 to $105, suggesting optimistic expectations compared to broader analyst sentiment. Previously, the average price target has declined from $85 over the past month and $83 in the last quarter among 4 and 5 analysts, respectively, pointing to a more bullish view by Moskowitz compared to the recent trend.
PRICE TARGET
$PLTR
5 p.m.
Feb. 9, 2025
D.A. Davidson raises PLTR PT to $105, above consensus at $71.43
D.A. Davidson's new PT is $33.57 above consensus and tops the range.
D.A. Davidson analyst Gil Luria increased the price target for Palantir (PLTR) from $47 to $105. This new target stands at $33.57 above the consensus price target of $71.43 and $30 above the median target of $75. The consensus range prior to this update was $35 to $105. The average price target in the previous month was $85 from four analysts, and $83 in the last quarter from five analysts. The $105 target now becomes the upper bound of the range.
Source:
PRICE TARGET
$AMD
5 p.m.
Feb. 9, 2025
Roth Capital cuts AMD PT to $140 (-30%) amid revised growth outlooks
The new AMD price target of $140 is $31.27 below the consensus of $171.27 and $35 below the median of $175.
Roth Capital's analyst Suji Desilva has reduced the price target for AMD to $140, a substantial decrease from the prior $200 forecast. This revision positions Roth's outlook significantly below the current consensus estimate of $171.27, which reflects a difference of $31.27. This target is also $35 below the consensus median of $175. Additionally, the revised target aligns closely with the average target of $138.67 reported over the last month and quarter by three analysts, suggesting a potential alignment with some recent sentiment shifts. The updated target range spans from $129 to $220, indicating increased variability in market perspectives on AMD's future performance.
Source:
EARNINGS CALL
$AMZN
5 p.m.
Feb. 6, 2025
AMZN Q4 2024: Revenue $187.8B up 10% YoY, Operating income $21.2B, AWS revenue up 19%
Revenue reached $187.8B, growing 10% YoY. Operating income rose to $21.2B, up 61%. AWS revenue saw a 19% increase, contributing to a $115B annual run rate. Operating efficiency improved through automation and network optimization.
Amazon reported Q4 2024 revenues of $187.8 billion, with a 10% growth compared to Q4 2023. Operating income rose 61% to $21.2 billion. North America segment revenue increased by 10%, and international by 9%. Despite a $900 million FX headwind, Amazon exceeded its operating income guidance. AWS contributed $28.8 billion to the revenue, experiencing a 19% year-over-year increase, while the advertising segment grew 18% year-over-year. Amazon has enhanced delivery speeds, with same-day services now expanded to over 140 metro areas, influencing stronger Prime membership engagement. Brian Olsavsky, CFO, emphasized continued focus on reducing cost-per-unit across global operations, driven by enhancements in fulfillment logistics and robotics. Andy Jassy, CEO, highlighted significant AI developments within AWS and broader business application, suggesting AI-driven growth opportunities. Looking ahead, Amazon forecasts Q1 2025 revenue of $151-155.5 billion, factoring in FX challenges and investments in infrastructure for scalable growth.
Source:
AI Weekly Rundown: Major Tech Companies' AI Developments
The week of February 2-9, 2025 saw significant AI developments from major tech companies including Google, OpenAI, DeepSeek, Mistral, Anthropic, Meta, NVIDIA, and ByteDance. Highlights include advancements in AI assistants, legal challenges, and substantial investments in AI technology.
Source:
NEWS
AI
1 p.m.
Feb. 9, 2025
UAE Strengthens Global AI Leadership
The UAE is reinforcing its position as a global leader in Artificial Intelligence by implementing comprehensive strategies that promote innovation, investment, and supportive legislation. The country's efforts include developing advanced infrastructure and adaptive regulatory frameworks to foster AI growth.
Source:
NEWS
TECH
1 p.m.
Feb. 9, 2025
Trump Pushes for US AI Dominance
U.S. President Donald Trump has expressed his ambition to make the U.S. the 'world capital of artificial intelligence' by leveraging its oil and gas resources. This declaration comes as competition in AI development intensifies globally, particularly with China's advancements in the field.
Source:
1 p.m.
Feb. 9, 2025
Google's Gemini AI Super Bowl Ad Contains Major Error
Google quietly corrected a Super Bowl ad featuring its Gemini AI chatbot that erroneously claimed Gouda cheese made up 60% of the world's cheese consumption. This mistake in a high-profile ad raises questions about the accuracy and reliability of Google's AI technology.
Source:
10 p.m.
Feb. 8, 2025
DeepSeek Disrupts AI Market
Chinese startup DeepSeek has launched a free AI assistant that quickly disrupted the market, showcasing logic and reasoning capabilities comparable to ChatGPT. The model was developed at a fraction of the cost and has overtaken OpenAI's ChatGPT as the top app on Apple's App Store.
Source:
5:14 p.m.
Feb. 8, 2025
Nvidia Poised to Benefit from Big Tech AI Spending Surge
Nvidia is expected to be the primary beneficiary of the massive AI spending increase by major tech companies. The four largest tech firms are projected to spend more on capital projects this year than the combined market value of Pfizer and Citigroup, with Nvidia's GPUs in high demand for AI infrastructure.
Source:
Tech Giants to Spend $320 Billion on AI in 2025
Meta, Amazon, Alphabet, and Microsoft are set to spend a record $320 billion on AI and data centers in 2025, up from $230 billion in 2024. This massive investment comes as U.S. tech companies face pressure to accelerate AI advancements following the emergence of China's DeepSeek, an open-source AI tool developed at lower costs.
Source:
PRICE TARGET
$ABNB
5:13 p.m.
Feb. 8, 2025
UBS raises ABNB PT to $143 (up from $142), above consensus.
Stephen Ju at UBS raises AirBnB's PT above consensus by $3.50; new PT also $5.50 above the median.
Stephen Ju from UBS has raised the price target for Airbnb (ABNB) from $142 to $143. This new target of $143 is $3.50 above the consensus target of $139.5 and $5.50 higher than the median target of $137.5. The price target update contrasts with the current consensus and demonstrates a slightly more bullish outlook, as the consensus ranges from $107 to $170. This adjustment follows a last month average target of $143, although last quarter's average was slightly lower at $137, based on fewer analysts covering the stock.
Source:
EARNINGS CALL
$FTNT
5:13 p.m.
Feb. 6, 2025
FTNT Q4 2024: Revenue $1.66B up 17%, record 39% margin, product revenue 18% growth, strong SaaS adoption
Fortinet's revenue of $1.66B grew 17%, product revenue rose 18%, and operating margin hit record 39%. Strength in Secure Networking and Unified SaaS with $2.3M in new quarterly bookings.
Fortinet reported Q4 2024 revenue of $1.66 billion, a year-over-year increase of 17%. The company highlighted record product revenue growth of 18% and achieved a record operating margin of 39%. Key drivers included strong results in Secure Networking with a reported growth of 85% in Security Service Edge billings and a 13% growth in Unified SaaS billings. Total ARR from Unified SaaS and SecOps grew to $1.5 billion, supported by a growth rate of 32% in SecOps ARR. The company onboarded 6,900 new logos, with significant performance in EMEA and SMB segments. CFO Keith Jensen noted that acquisitions such as Perception Point positively impacted Q4 billings by 115 basis points but also reduced the operating margin by 190 basis points. Product revenue growth was robust, with a 21% sequential increase in hardware revenue. Guidance for Q1 2025 is set with an estimated revenue range of $1.5 billion to $1.56 billion, representing a midpoint growth of 13%. Ken Xie, CEO, emphasized the strategic importance of cutting-edge innovations such as AI in cybersecurity applications and the ongoing refresh cycle in their product base as networking solutions adapt to new security challenges.
Source:
5:01 p.m.
Feb. 8, 2025
POWI 2024: Revenue $419M (-5.7% YoY), Gross Margin up to 54%, Challenges in Communications Market
Power Integrations reported a decline in revenue to $419 million in 2024, primarily due to reduced sales in the communications sector. Despite this, the company improved its gross margin to 54% from 52% in 2023, benefiting from favorable exchange rates and manufacturing efficiencies. The company faces challenges from geopolitical tensions and market competition, impacting its growth prospects.
In 2024, Power Integrations experienced a revenue decline to $419 million, a 5.7% decrease from the previous year, largely driven by lower sales in the communications end-market. This was attributed to increased use of Chinese-made components and the decoupling of smartphone handsets and chargers. However, the company saw growth in the consumer, industrial, and computer sectors. Despite the revenue drop, gross margin improved to 54% from 52% in 2023, thanks to favorable dollar/yen exchange rates and manufacturing efficiencies. Operating expenses rose due to increased stock-based compensation and higher employee-related costs. The company continues to face risks from geopolitical tensions, particularly in China, and intense competition in the high-voltage power supply industry. Additionally, the lack of long-term contracts with customers and reliance on a few key distributors pose challenges. The company is also engaged in ongoing patent litigation, which could impact its financial performance.
Source:
EARNINGS CALL
$AMZN
5 p.m.
Feb. 6, 2025
AMZN Q4 2024: Revenue $187.8B, up 10% YoY, operating income $21.2B, AWS gains, FX impact noted
Amazon reports Q4 revenue of $187.8B, up 10% YoY, with operating income of $21.2B, a 61% increase.
Amazon achieved $187.8 billion in Q4 revenue, marking a 10% increase over the previous year. Operating income increased by 61% year-over-year to $21.2 billion. AWS showed strong performance with a 19% revenue growth year-over-year, contributing to an annualized run rate of $115 billion. Advertising also performed well, generating $17.3 billion in Q4, an 18% increase. The North America segment saw a 10% revenue growth, while international revenue grew by 9% when adjusting for FX impact. Notably, the company saw $700 million more in FX headwinds than anticipated. Amazon announced significant advancements and increased investments in AI and robotics, aiming to reduce costs and improve delivery speeds. CEO Andy Jassy emphasized substantial investments in AI and robotics for future growth.
Source:
PRICE TARGET
$RMBS
4:58 p.m.
Feb. 8, 2025
Wells Fargo raises RMBS PT to $73 (+14%) citing positive outlook.
The new PT of $73 is $2.75 below the consensus of $75.75 but $1.50 above the median of $71.5.
Wells Fargo analyst Aaron Rakers has increased the price target for Rambus (RMBS) from $62 to $73, indicating a positive outlook with a target that is 14% higher than the current trading price of $64.44. This target is positioned below the consensus target of $75.75 by $2.75, suggesting a more conservative stance compared to the average market expectation. However, the new price target is above the median consensus of $71.5 by $1.50, aligning closer with the lower end of the consensus range of $70 to $90. This adjustment also contrasts with the last month's average target of $74.75 and the last quarter's average of $73.8, reinforcing a cautious but optimistic view within the current analyst evaluations.
Source:
PRICE TARGET
$PLTR
4:57 p.m.
Feb. 8, 2025
MS upgrades PLTR PT to $95 (+43.3% vs. consensus) on improved outlook.
Morgan Stanley's new PT for PLTR is $28.75 above consensus and exceeds the median by $27.50; both signaling an optimistic stance compared to market averages.
Morgan Stanley analyst Sanjit Singh has upgraded Palantir Technologies (PLTR) from Underweight to Equal Weight, setting a new price target at $95. This is $28.75 above the consensus price target of $66.25 and $27.50 above the median target of $67.5, indicating a more positive view compared to the general market perspective. The current price of PLTR is $103.83, suggesting that the target reflects a view of potential stabilization or a slight pullback in value. Over the past month, the average price target among four analysts was $85, while the last quarter's average from five analysts was $83. This upward revision by Morgan Stanley positions its target near the high end of the consensus range, which spans from $30 to $105. This change aligns with an analyst re-evaluation pointing towards a better growth outlook or strategic developments at Palantir.
Source:
PRICE TARGET
$PLTR
4:57 p.m.
Feb. 8, 2025
Mizuho raises PLTR PT to $80 (+82%) on improved outlook.
New PT is $13.75 above consensus and $12.50 above median.
Gregg Moskowitz from Mizuho Securities has raised the price target for Palantir Technologies (PLTR) to $80 from $44. This represents an increase of approximately 82% from the previous target. Compared to market consensus, this target is $13.75 higher than the average consensus price of $66.25 and $12.50 higher than the median consensus of $67.5. Currently, Palantir's shares are trading at $103.83, indicating that Mizuho's target suggests a potential decrease in value from the present trading price. Historically, recent valuations have seen an average of $85 from four analysts last month and an average of $83 from five analysts last quarter. The consensus range spans from $30 to $105, placing Mizuho's new target towards the upper end of expert estimates but significantly lower than the current market price.
PRICE TARGET
$PLTR
4:57 p.m.
Feb. 8, 2025
DA Davidson raises PLTR PT to $105 from $47, exceeding consensus by $38.75
Price target considerably higher than consensus at $66.25 and median at $67.5
DA Davidson's analyst, Gil Luria, raised Palantir's price target to $105, a significant increase from their previous target of $47. This new target is $38.75 above the current consensus price target of $66.25 and $37.50 above the median target of $67.5 set by peers. Palantir's current share price is $103.83, nearly reaching the revised target. The consensus range spans from $30 to $105, making Luria's target the highest within the existing analyst estimates. Over the past month, the average target among four analysts was $85, while last quarter's average from five analysts was $83, indicating a sharp upward revision by DA Davidson that diverges significantly from broader analyst projections.
Source:
PRICE TARGET
$AMD
4:57 p.m.
Feb. 8, 2025
Morgan Stanley lowers AMD PT to $147 (-7%) on near-term headwinds.
Joseph Moore's new PT for AMD at $147 is $24.27 below consensus of $171.27 and $28 below the median PT of $175.
Analyst Joseph Moore at Morgan Stanley lowered the price target for AMD from $158 to $147, reflecting a 7% decrease. This adjustment positions the new target $24.27 below the current consensus price target of $171.27 and $28 below the median target of $175, indicating a more cautious outlook compared to other analysts in the market. The market consensus suggests a broader range of potential outcomes for AMD, with targets ranging from $129 to $220, but the latest adjustment by Moore reflects concerns that may not be as optimistic as the general market sentiment. Over the past month and quarter, the average target was $138.67, based on inputs from three analysts, demonstrating that Morgan Stanley's revised target is slightly more optimistic than recent average projections yet underlines short-term challenges or earnings pressures that might affect AMD's market performance. Moore's revision may be influenced by anticipated near-term headwinds or emerging competitive pressures in the semiconductor sector.
Source:
PRICE TARGET
$AMD
4:57 p.m.
Feb. 8, 2025
Roth MKM lowers AMD PT to $140 (-30%) amid sector challenges.
New PT is $31.27 below the consensus of $171.27 and $35 below the median of $175.
Analyst Suji Desilva from Roth Capital has reduced the price target for AMD from $200 to $140, placing it below the current consensus target of $171.27. This adjustment is also beneath the median consensus target of $175, indicating a more cautious outlook compared to peers. The reduction suggests concerns about AMD's competitive positioning or sector challenges, with the new target just slightly above the lower end of the consensus range of $129 to $220. Despite the revised target, the new figure of $140 represents a potential upside from the current price of $119.5, suggesting some room for growth, though less optimistic than the consensus view.
Source:
4:57 p.m.
Feb. 8, 2025
GD 2024: Revenue $47.7B (+12.9% YoY), Aerospace and Marine Systems drive growth, backlog supports long-term prospects.
General Dynamics reported a financial performance in 2024 with a 12.9% increase in revenue, reaching $47.7 billion. The growth was driven by contributions from the Aerospace and Marine Systems segments. The company maintains a backlog of $90.6 billion, indicating future growth potential.
In 2024, General Dynamics achieved a revenue of $47.7 billion, marking a 12.9% increase from the previous year. This growth was primarily fueled by the Aerospace segment, which saw a 30.5% increase in revenue due to higher aircraft deliveries, including the new G700 model. The Marine Systems segment also contributed significantly with a 15.1% increase, driven by the Columbia-class and Virginia-class submarine programs. Despite challenges such as supplier quality issues and late supply chain deliveries, the company managed to maintain an operating margin of 10.1%. The backlog, which stands at $90.6 billion, reflects strong order activity, particularly in the defense segments, and supports the company's long-term growth outlook. Risks include potential impacts from cybersecurity threats, global climate change regulations, and ongoing supply chain challenges.
Source:
EARNINGS CALL
$MPWR
4:56 p.m.
Feb. 6, 2025
MPWR Q4 2024: Revenue $621.7M up 37% YoY, annual revenue $2.2B, raises dividend 25%
MPWR reports record Q4 2024 revenue of $621.7M, up 37% YoY, increases dividend by 25%
Monolithic Power Systems posted Q4 2024 revenue of $621.7 million, a 37% increase year-over-year, driven by diversified market strategy and product innovation. Annual revenue reached $2.2 billion, up 21% from 2023. Key developments included silicon carbide inverters with revenue expected in late 2025, enhanced automotive audio systems, and battery management solutions for notebooks. The board raised the quarterly dividend by 25% to $1.56 and authorized a new $500 million share repurchase program after completing a $640 million one. MPWR has returned 86% of free cash flow to shareholders over three years. Looking ahead, the company plans to capitalize on growth opportunities in automotive and communications, despite enterprise data facing a slow start in 2025. "Our proven long-term growth strategy remains intact," noted Bernie Blegen, CFO.
Source:
EARNINGS CALL
$MCHP
4:56 p.m.
Feb. 6, 2025
MCHP Q3 2025: Revenue $1.026B down 41.9% YoY, restructuring to reduce costs, fab closure planned.
Microchip Q3: Restructuring underway, closing Tempe fab to reduce costs, revenue down 41.9% YoY to $1.026B.
Microchip reported Q3 2025 revenue of $1.026 billion, down 41.9% from a year ago. Non-GAAP gross margin stood at 55.4%, but GAAP margins were lower due to underutilization charges. The company is closing its Tempe fab to streamline manufacturing and reduce costs, with future plans to reduce inventory by $250 million by FY 2026. CEO Steve Sanghi provided updates on a nine-point plan to reset Microchip's business for improved performance. The plan includes resizing manufacturing, reducing inventory, and optimizing business units. Q4 guidance projects sales between $920 million and $1 billion.
Source:
EARNINGS CALL
$TTWO
4:56 p.m.
Feb. 6, 2025
TTWO Q3 2025: Net bookings $1.37B, NBA 2K boosts, GTA VI expected fall 2025.
Take-Two Interactive's Q3 saw net bookings hit $1.37B backed by NBA 2K surge; GTA V sales crossed 210M units, with GTA VI release slated for fall 2025.
Take-Two saw Q3 net bookings at $1.37B, supported by strong NBA 2K sales, offsetting soft mobile performance. NBA 2K sold over 7M units; recurrent consumer spending rose 9% year-over-year, driven by a 30% increase in NBA 2K spending. CEO Strauss Zelnick announced the launch of major titles including Sid Meier's Civilization VII, with GTA VI expected in fall 2025. Mobile division Zynga's recurrent spending grew mid-single digits, though weaker than expected due to issues with some key titles. Operating expenses shifted, benefiting Q3 results, but will impact the fourth quarter. Fiscal year net bookings guidance remains at $5.55-$5.65B. "We're exceedingly optimistic about the commercial potential of our titles," said Zelnick.
Source:
EARNINGS CALL
$NET
4:56 p.m.
Feb. 6, 2025
Cloudflare Q4 2024: Revenue $459.9M up 27%, strong growth in large customers, increased sales efficiency
Cloudflare ended Q4 2024 with revenue up 27% at $459.9M, strong growth in large customers, and increased sales efficiency.
Cloudflare's Q4 2024 revenue reached $459.9 million, marking a 27% year-over-year increase. The company added a record number of large customers (those paying over $100,000 annually) with total large customers growing by 27%, contributing 69% to total revenue compared to 66% a year ago. Operating profit reached $67.2 million with an operating margin of 14.6%. Notably, net dollar retention was at 111%, indicating stable customer retention and incremental growth. Key strategic moves included a focus on enterprise sales and new product advancement, especially in AI and security, aligning with customer needs for greater efficiency and innovation. Thomas Seifert, CFO, highlighted, "Strength in our business this quarter was driven by significant growth with large $1 million customers". Revenue from sectors like AI and security remained strong, supported by new multi-million dollar contracts with Fortune 100 companies, providing a foundation for continued growth in 2025 plans.
Source:
Alert Types
Filter by Stock
Upgrade to Premium
You've reached the free limit. Upgrade to premium for unlimited access.