🌟2025 is looking bright! Today, we announced that AlphaSense has surpassed $400M in ARR and is now bringing our cutting-edge AI search capabilities to over 6,000 businesses. It has been an incredible year of milestones, from our acquisition of @TegusHQ and increasing our

Geopolitical shifts and supply chain restructuring are reshaping the semiconductor market. But how can you keep up? Using AlphaSense, you can quickly map your market and identify key players, risks, and opportunities. Now, our new AI-led Channel Checks provide a real-time pulse

Always curious and full of energy, Beagles turn every walk into an adventure 🐾🎉.

2025 has produced extreme market volatility and the unique challenge is finding ways to cut through the noise. We're excited to have David Stone from @HPE join us as a speaker at #AlphaSummit to share how he did it. In this breakout session, David will share his experience using

Tired of AI pilots that go nowhere? This month, I’ll be speaking at two webinars designed to help you move beyond experiments and get real business results from AI. https://t.co/Ev2t4m51Dc With @TSOH_Investing: https://t.co/LjqegBd0e8 @AlphaSenseInc

If you are interested in more interviews like this one, make sure to follow us! Stop second-guessing. Whether you're tracking market shifts, exploring new opportunities, or need clarity on complex decisions, our extensive transcript library and custom expert calls give you the

Interview with $INTC employee on the semiconductor sector ( $AMD, $NVDA, $AAPL, $TSM ): - The expert emphasizes that $NVDA maintains a dominant position in the AI chip market, with strong pricing power supported by its CUDA-based ecosystem, allowing it to command significantly

GPT-5 is powerful, but it still hallucinates, misses nuance, and can’t think like a human. AI’s limits don’t make it useless. They define where it creates the most value: when paired with human judgment, creativity, and emotional intelligence. Read our latest blog from

Cowboys are huge underdogs tomorrow👀

$LULU Guidance: "Looking at Q3, we expect revenue in the range of $2.47 billion to $2.5 billion, representing growth of 3% to 4%. We expect to open approximately 14 net new company-operated stores and complete 18 optimizations in Q3. We expect gross margin in Q3 to decrease

$AVGO Earnings: - Revenue of $15,952 million for the third quarter, up 22 percent from the prior year period - GAAP net income of $4,140 million for the third quarter; Non-GAAP net income of $8,404 million for the third quarter - Adjusted EBITDA of $10,702 million for the third

$GWRE Earnings: - Total revenue for the fourth quarter of fiscal year 2025 was $356.6 million, an increase of 22% from the same quarter in fiscal year 2024. Subscription and support revenue was $201.9 million, an increase of 33%; license revenue was $93.6 million, an increase of

$IOT Earnings: - Q2 revenue of $391.5 million, representing 30% year-over-year growth, 31% in constant currency - Ending ARR of $1.640 billion, representing 30% year-over-year growth in actuals and in constant currency - Non-GAAP net income per share, basic and diluted: -$0.03

$PATH Earnings: - Revenue of $362 million increased 14 percent year-over-year. - ARR of $1.723 billion as of July 31, 2025 increased 11 percent year-over-year. - Net new ARR of $31 million. “We delivered a strong second quarter with ARR growing 11% year-over-year to $1.723

$DOCU Earnings: - Revenue was $800.6 million, a 9% year-over-year increase with no material impact from foreign exchange rates. Subscription revenue was $784.4 million, a 9% year-over-year increase. Professional services and other revenue was $16.2 million, a 13% year-over-year

$LULU Earnings: - Net revenue increased 7% to $2.5 billion, or increased 6% on a constant dollar basis. - Comparable sales increased 1%. - Diluted earnings per share were $3.10 compared to $3.15 in the second quarter of 2024. - Gross profit increased 5% to $1.5 billion and gross

We are determined to create at least some benefits for those who *pre*-order "If Anyone Builds It, Everyone Dies"! Currently: - Attend a virtual chat on Aug 10 with author Nate Soares + Tim Urban of Wait But Why. - Virtual chat, date TBD, that's Q&A with both myself and Nate.

AI is more powerful than ever, but it's still imperfect. In my new article, I explore some of AI's key limitations: 🔹Dependence on data quality 🔹Hallucinations 🔹Lack of truly novel ideas 🔹Missing emotional intelligence Read it here: https://t.co/zVvBK7He85 @AlphaSenseInc

Extract key insights, compare expert opinions, and spot patterns effortlessly. Our platform aligns expert transcripts in a structured grid, so you can quickly highlight themes, validate findings, and make smarter decisions, faster. https://t.co/tsUjvyvVrn

$AVGO Expert Interview Summarizer Grid AI market tailwinds – 25–35% demand growth, chip price hikes of 10–30%, and extended lead times. Post-acquisition strategy – VMware license model overhaul, SKU consolidation, and subscription bundling boosting revenue, but raising customer

If you are interested in more interviews like this one, make sure to follow us! Stop second-guessing. Whether you're tracking market shifts, exploring new opportunities, or need clarity on complex decisions, our extensive transcript library and custom expert calls give you the

Interview with an industry expert about current Cloud landscape dynamics ( $AMZN, $MSFT, $GOOGL ): - The expert highlights a significant surge in enterprise cloud demand, emphasizing that this growth is not just recent but part of a steady upward trend over the past decade, with

$TTC Earnings: - Third-quarter net sales were $1.13 billion, down 2 percent from the same period in fiscal 2024, with approximately half of this difference due to prior year divestitures of non-core assets. - Third-quarter reported diluted earnings per share were $0.54,