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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.

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.

 PRESS RELEASE

Devon Energy Reports Second-Quarter 2025 Results and Declares Quarterl...

Devon Energy Reports Second-Quarter 2025 Results and Declares Quarterly Dividend OKLAHOMA CITY, Aug. 05, 2025 (GLOBE NEWSWIRE) -- Devon Energy Corp. (NYSE: DVN) today reported financial and operational results for the second-quarter 2025. The company also declared its quarterly dividend and provided an updated 2025 outlook. Devon’s earnings release, supplemental financial tables, guidance and related earnings presentation can be accessed via the section of Devon’s website, . The company’s second-quarter conference call will be held at 10:00 a.m. Central time (11:00 a.m. Eastern time) on...

Moody's Ratings assigns A3 to Altria's new notes; outlook remains stab...

Moody's Ratings (Moody's) assigned A3 ratings to Altria Group Inc.'s ("Altria") new US dollar backed senior unsecured long term notes issued in multiple tranches. All other ratings for the company including the A3 senior unsecured, Prime-2 commercial paper, and (P)A3 medium-term note program remain ...

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...

Pierre FerraguÊ
  • Pierre FerraguÊ

2026 AI Capex, HBM Pricing, Auto Semi Recovery, 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 22 names we followed last week, follow the link below.

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