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
Figure 1. 2Q25 Results vs. ExpectationsSource: Company reports, FactSet consensusUber delivered healthy 2Q gross bookings growth, while 3Q guidance was in line with expectations. 2Q gross bookings of $46.8B (+17.0% Y/Y) were ahead of consensus of $46.4B (+16.2% Y/Y) by ~1% and at the high end of th
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.
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...
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