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$PARA · Surprise profit surge on streaming strength, SkyDance merger paying off, Warner Bros deal has 65 approvals
now playing · $PARA
$UBER···bullish· medium· posdara khosrowshahi
Gross bookings accelerated 22% QoQ, consumer healthy, driver earnings up 8% YoY
Khosrowshahi reports mobility and delivery both accelerated quarter-on-quarter, 300M trips/week, strong profitability, no consumer slowdown signals, and US driver earnings up 8% y…
$UBER···bullish· high· posdara khosrowshahi
CEO targets 15 robotaxi markets by year-end, sees multiple winners like foundation models
Dara Khosrowshahi says Uber is in 7 robotaxi markets now, expanding to 15 by year-end through partnerships with Waymo, Zoox, Waave and Nvidia, arguing the AV market will have mult…
$UBER···bullish· high· posdara khosrowshahi
CEO targets 15 robotaxi markets by year-end, sees multiple AV winners like foundation models
Dara Khosrowshahi reports 22% gross bookings growth, 300M trips/week, and plans to expand robotaxi from 7 to 15 markets by year-end. He believes the AV market will have multiple w…
$ZOOXbullish· high· posaicha evans
CEO launches paid robotaxi service in Las Vegas, targets measured fleet scaling beyond 5K vehicles
Aicha Evans confirms Zoox starts charging fares in Las Vegas next week with fixed pricing model, plans measured ramp across SF, Atlanta, LA, Dallas, Phoenix, and believes 5,000 ve…
$ZOOXbullish· medium· posaicha evans
First steering-wheel-free robotaxi to charge fares in US, starting Las Vegas with measured fleet ramp
Aicha Evans announces Zoox will begin paid rides in Las Vegas next week, the first steering-wheel-free robotaxi to charge fares in the US. She takes a measured approach to scaling…
$SPCX···bullish· high· posedison yu
Deutsche Bank sees $100B ARR achievable by year-end driven by cloud services
Edison Yu models SpaceX's cloud business at $40B+ run rate by December with Cursor and other AI assets pushing toward $60B, making the $100B ARR target credible without needing St…
$SPCX···bullish· medium· posedison yu
Deutsche Bank models $100B ARR by year-end, sees upside even at 1/3 of Musk's $1T 2030 target
Edison Yu models SpaceX hitting $100B annual revenue run rate by December driven by Starlink ($40B+ run rate) and cloud services, with AI segment as major cash burn. Even achievin…
$WAAVEbullish· lowdara khosrowshahi
Received NHTSA approval for robot vehicles and London testing approval, part of Uber ecosystem
Khosrowshahi mentions Waave got NHTSA approval to run innovative robot vehicles and approval for testing operations in London, adding to Uber's multi-partner robotaxi ecosystem.
$WAYMOneutral· mediumdara khosrowshahi
Uber CEO calls Waymo commercial robotaxi leader but insists on multi-partner strategy through 2028
Khosrowshahi acknowledges Waymo's lead in US deployments but emphasizes Uber's philosophy of not depending on any single partner, with non-exclusive contracts in Austin and Atlant…
$XAIneutral· lowdara khosrowshahi
Mentioned with Grok and Cursor as emerging foundation model competitor in robotaxi analogy
Khosrowshahi references xAI coming in with Grok and Cursor as a great combination in the foundation model space analogy, suggesting multiple winners in AI like in autonomous vehic…
$AMD···neutral· mediumian
Data center business to more than double, new accelerator better than Nvidia but timing uncertain
Ian notes AMD guided Q3 data center sales at $13.3B (more than doubling), with latest accelerator claimed better than Nvidia's offering, but street wants specificity on timing and…
$AMD···neutral· mediumian
Analyst says data center business to more than double but street wants magnitude; CPU demand strong
Ian notes AMD guided data center sales to more than double but investors wanted specificity on magnitude (60% vs 2% more than double), while CPU demand remains robust with AMD tak…
$CURSORbullish· lowedison yu
Cited as fast-growing contributor to SpaceX AI segment revenue trajectory toward $100B ARR
Edison Yu includes Cursor as a contributor to SpaceX's AI revenue run rate, noting Bloomberg has reported it's running at a very fast growth rate, helping bridge the gap to $100B…
$GROKneutral· lowedison yu
Part of SpaceX AI segment alongside X advertising and Cursor, contributing to revenue trajectory
Edison Yu lists Grok as one of the AI assets within SpaceX's segment, alongside X advertising business and Cursor, contributing to the overall revenue run rate calculation.
$NVDA···bullish· mediumedison yu
SpaceX selects Nvidia architecture for orbital data centers; Uber calls Nvidia huge partner for physical AI
Edison Yu notes SpaceX decided to go with Nvidia architecture for orbital data center prototypes, while Khosrowshahi highlights Nvidia's physical AI model release as a major ecosy…
$NVDA···bullish· mediumedison yu
SpaceX selects Nvidia architecture for orbital data centers; Uber partners on physical AI model
Edison Yu highlights SpaceX's decision to use Nvidia architecture for orbital data center prototypes as a key near-term milestone. Dara Khosrowshahi cites Nvidia's physical AI mod…
$SHOP···bullish· lowed ludlow
Stock surging with topline growth above 60%, astonishing momentum in e-commerce
Ed Ludlow highlights Shopify's exceptional topline growth above 60% and stock surge, noting it continues to have remarkable momentum in the e-commerce space.
$SHOP···bullish· lowed ludlow
Surging with topline growth above 60%, strongest momentum since 2015
Ed Ludlow highlights Shopify shares surging most since 2015 with continued topline growth above 60%, noting it's an astonishingly busy earnings period and Shopify continues to hav…
$PARA···bullish· lowhannah miller
Surprise profit surge on SkyDance merger; Warner Bros deal has 65 regulatory approvals
Hannah Miller notes Paramount posted surprise Q2 profit surge proving SkyDance merger cost-cutting is working. Warner Bros deal progressing with 65 country approvals including US,…
$PARA···bullish· lowhannah miller
Surprise profit surge on streaming strength, SkyDance merger paying off, Warner Bros deal has 65 approvals
Hannah Miller notes Paramount's streaming platforms showed strength with hits like Dutton Ranch and UFC, SkyDance merger continues to pay off, and Warner Bros deal has received 65…
$DIS···bullish· mediumhelena wang
Philips Securities sees IP flywheel as moat, TikTok partnership to drive Disney+ engagement
Helena Wang argues Disney's ability to monetize IP across cinema, streaming, parks and merchandise is unique, and the TikTok collaboration acknowledges changed customer behavior t…
$DIS···bullish· mediumhelena wang
IP flywheel drives monetization across touchpoints; TikTok partnership to reduce Disney+ churn
Helena Wang argues Disney's competitive advantage is its IP flywheel monetizing across cinema, streaming, parks, and merchandise. The TikTok collaboration acknowledges changed con…
$SPCX···bearish· mediumgeorge ferguson
Bloomberg Intelligence warns AI segment costs rising 6x vs revenue 1.3x, sees price fight with carriers
George Ferguson notes SpaceX's AI segment costs rose sixfold while revenue only grew 1.3x, and believes Starlink will initially fill coverage gaps rather than directly conquer maj…
$SPCX···neutral· highgeorge ferguson
Connectivity segment growing 50% revenue, 46% profit but AI segment costs rising 6x vs 1.3x revenue
George Ferguson notes Starlink connectivity is the cash cow with 50% revenue growth and 46% profit growth, while the new AI segment saw costs rise 6x against only 1.3x revenue gro…