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Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

2Q25 Postmortem: Sentiment Guide Following Results

Following 2Q results, momentum seems most favorable for the companies below:META (Outperform) - While sentiment was already elevated ahead of the print, 2Q results were strong and guidance for 3Q was encouraging, with expectations for revenue growth ahead of initial St. estimates by ~700bps. Additi

Pierre FerraguÊ
  • Pierre FerraguÊ

AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 34 names we followed last week, follow the link below.

Pierre FerraguÊ
  • Pierre FerraguÊ

Dojo cancelled – AMD must be rejoicing: If even Elon can’t do it, who...

Bloomberg reported overnight that Tesla is shutting down its Dojo supercomputer. See below for key facts and our take.

 PRESS RELEASE

Fulcrum Therapeutics Reports Inducement Grants Under Nasdaq Listing Ru...

Fulcrum Therapeutics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) CAMBRIDGE, Mass., Aug. 08, 2025 (GLOBE NEWSWIRE) -- Fulcrum Therapeutics, Inc.® (Nasdaq: FULC), a clinical-stage biopharmaceutical company focused on developing small molecules to improve the lives of patients with genetically defined rare diseases, today announced that the company granted non-statutory stock options to new employees. Fulcrum granted stock options to purchase shares of the company’s common stock pursuant to the company’s 2022 Inducement Stock Incentive Plan, as amended, or the plan, as an ...

Garvit Bhandari
  • Garvit Bhandari

US EV Charging Infrastructure Update - July 2025

This report provides the latest update on the US EV Charging Infrastructure. It contains information - about number of charging stations, number of charging ports, state-level information on EV Charging infrastructure as well as information on which company currently has the largest network of EV charging stations/ports in the United States.

Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt

Xcellentry; Outperform, $48 PT

Figure 1. 2Q25 Results vs. EstimatesSource: Company reports, Wedbush estimates, FactSet consensus2Q results exceeded our estimates and consensus. Total revenue of $163mm (+22.6% Y/Y) was ~4% above the Street's $157mm (+18.0% Y/Y) estimate. Marketplace revenue increased +26.4% Y/Y to $148mm (vs. con

Anish Jog ... (+5)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt

Moody's Ratings affirms Tesla's Baa3 issuer rating, outlook remains st...

Moody's Ratings (Moody's) affirmed the Baa3 long-term issuer rating of Tesla, Inc. (Tesla). The outlook remains stable. The affirmation reflects our expectation that Tesla's vehicle technology, software and AI competencies provide a platform for continuing innovation and new product offerings. The...

 PRESS RELEASE

Fulcrum Therapeutics Announces Recent Business Highlights and Financia...

Fulcrum Therapeutics Announces Recent Business Highlights and Financial Results for Second Quarter 2025 ― Announced results from the 12 mg dose cohort (n=16) of the Phase 1b PIONEER trial of pociredir in sickle cell disease (SCD); pociredir was generally well-tolerated with no treatment-related serious adverse events (SAEs) ― ― Observed robust and rapid pan-cellular increases in fetal hemoglobin (HbF); meaningful improvements in key markers of hemolysis and anemia; encouraging trends in vaso-occlusive crises (VOCs) ― ― On track to provide clinical data from the 20 mg dose ...

 PRESS RELEASE

Fulcrum Therapeutics Announces Results from the 12 mg Dose Cohort of t...

Fulcrum Therapeutics Announces Results from the 12 mg Dose Cohort of the Phase 1b PIONEER Trial of Pociredir in Sickle Cell Disease ― Robust and clinically meaningful absolute mean fetal hemoglobin (HbF) induction of 8.6% from baseline at 12 weeks of treatment; 7 of 16 patients achieved absolute HbF levels greater than 20% ― ― Evidence of pan-cellular induction of HbF based on an increase in F-cells (red blood cells containing HbF) from a mean of 34% at baseline to 67% at 12 weeks of treatment ― ― Meaningful improvements in key markers of hemolysis coupled with a 0.9 g/dL mean increase i...

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