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20:22
Apr 16
@alphasenseinc
$AA Earnings: Generated revenue of $3.2 billion Net income attributable to Alcoa Corporation increased to $425 million, or $1.60 per share…
20:03
Apr 16
@alphasenseinc
$NFLX Earnings: Q1 revenue was $12.25 billion grew 16% year over year (+14% on a FX-neutral basis) and operating income grew 18%. Both were…
17:28
Apr 16
@alphasenseinc
In AI-driven drug discovery, technology alone isn’t the moat. Data is. As models become commoditized, the winners will be the ones who can …
14:59
Apr 16
@alphasenseinc
$NFLX reports after the 🔔 today. Experts broadly say it remains the category leader in streaming, pivoting from pure SVOD to a fuller ads-a…
NFLX
MED
14:40
Apr 16
@alphasenseinc
$ABT reported Q1 2026 results marked by the completion of the Exact Sciences acquisition, solid operational performance across most business…
14:04
Apr 16
@alphasenseinc
An industry expert explains the effects of memory optimizations like $GOOGL's TurobQuant: According to his experience, the growth of KV cac…
GOOGL
MED
13:49
Apr 16
@alphasenseinc
$SCHW reported record Q1 2026 financial results driven by strong client engagement across all business lines, with significant progress in a…
12:02
Apr 16
@alphasenseinc
🚆 Are you traveling on Metro-North or LIRR? AlphaSense will be joining you on your commute! Keep an eye out for us the next time you are he…
10:57
Apr 16
@alphasenseinc
$TSM reported strong Q1 2026 results driven by robust demand for leading-edge AI and HPC technologies, with management raising full-year rev…
10:55
Apr 16
@alphasenseinc
$PEP Earnings: Net revenue: $19.44 billion EPS: $1.70 Core EPS: $1.60 “We are pleased with our first-quarter results, which featured an …
17:43
Apr 15
@alphasenseinc
🗽 Last night was a marquee moment: we officially cut the ribbon on our brand-new office in New York City, and the energy was electric! Our …
14:57
Apr 15
@alphasenseinc
$MS CEO Ted Pick views private credit's recent turbulence as a healthy "adolescent moment" rather than a structural problem, noting the asse…
14:41
Apr 15
@alphasenseinc
$BAC CEO Brian Moynihan says he sees no near-term threat to consumer spending at any tier, with actual spending data through early April rem…
14:33
Apr 15
@alphasenseinc
$ASML reported strong Q1 2026 results driven by robust demand for advanced lithography equipment, particularly EUV systems for AI-related se…
11:33
Apr 15
@alphasenseinc
$MS Earnings: Net revenues of $20.6 billion for the first quarter ended March 31, 2026 compared with $17.7 billion a year ago. Net income a…
11:02
Apr 15
@alphasenseinc
$ASML Earnings: Q1 total net sales of €8.8 billion, gross margin of 53.0%, net income of €2.8 billion ASML expects Q2 2026 total net sales…
11:00
Apr 15
@alphasenseinc
$BAC Earnings: Net Income of $8.6 billion; EPS of $1.11, up 25% YoY Revenue: up 7% YoY to $30.3 billion Net Interest income grew 9% YoY t…
17:08
Apr 14
@alphasenseinc
Watch what happens when our team gets their first look. 👀 Something big is coming soon. Stay tuned to find out more… https://t.co/VokokeIA…
14:15
Apr 14
@alphasenseinc
$JPM CEO Jamie Dimon doesn't see private credit triggering a systemic crisis given its relatively small size ($1.7T) compared to broader deb…
12:05
Apr 14
@alphasenseinc
🚀 We have some exciting news to share today: we are welcoming aboard Samantha Greenberg as our new Chief Financial Officer! As we scale glo…
11:04
Apr 14
@alphasenseinc
$KMX Earnings: Net (loss) earnings per diluted share of ($0.85) versus $0.58 a year ago, as the quarter was negatively impacted by $0.99 re…
10:39
Apr 14
@alphasenseinc
$JPM Earnings: Net income: $16.5 billion EPS: $5.94 Reported revenue of $49.8 billion and managed revenue of $50.5 billion Expense of $2…
10:36
Apr 14
@alphasenseinc
$WFC Earnings: Net Income of $5.3 billion, or $1.60 per Diluted Share Revenue: $21.4 billion Banking was up 11% driven by higher loan and…
10:27
Apr 14
@alphasenseinc
$JNJ Earnings: 2026 First-Quarter reported sales growth of 9.9% to $24.1 Billion with operational growth of 6.4% and adjusted operational g…
10:23
Apr 14
@alphasenseinc
$BLK Earnings: Diluted EPS of $14.06, or $12.53 as adjusted $130 billion of quarterly total net inflows, led by a record first quarter for…
15:53
Apr 13
@alphasenseinc
$GS CEO David Solomon sees private credit retail outflows as noise, not a structural threat, with institutional demand growing and the firm …
14:04
Apr 13
@alphasenseinc
$SIFY reported strong growth in its data center business and network services during FY 2025-26, driven by India's accelerating digital tran…
11:27
Apr 13
@alphasenseinc
$GS Earnings: Net revenues of $17.23 billion and net earnings of $5.63 billion for the first quarter ended March 31, 2026. Diluted earnin…
11:07
Apr 13
@alphasenseinc
$FAST Earnings: Net sales: $2.2 billion Diluted net income per share: $0.30 https://t.co/e9mYmRN1hm https://t.co/2L9NDC9EVX
13:35
Apr 10
@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…
13:35
Apr 10
@alphasenseinc
Interview with an $INTC employee on why agentic AI is creating a new layer of CPU demand ( $NVDA, $AMD, $TSM ): - The expert sees agentic A…
12:11
Apr 10
@alphasenseinc
Mentions of “cost discipline” in AlphaSense have surged since trade disruptions in the Strait of Hormuz began, signaling a pivot toward marg…
11:33
Apr 10
@alphasenseinc
$TSM March Revenue: - March 2026 consolidated revenue reached NT$415.19 billion, up 30.7 % month-over-month and 45.2 % year-over-year. - F…
13:35
Apr 09
@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…
13:34
Apr 09
@alphasenseinc
Interview with a former $AMZN employee on why the race to secure land and power has become the defining competition in AI infrastructure ( $…
12:04
Apr 09
@alphasenseinc
Only 1️⃣ week remains in our Call For Speakers for #AlphaSummit2026 - so now is the time to submit your nomination! We are looking for exam…
20:16
Apr 08
@alphasenseinc
$APLD Earnings: - Revenues: $126.6 million, up 139% from the prior year comparable period - Net loss attributable to common stockholders: $…
17:14
Apr 08
@alphasenseinc
Earnings workflows are breaking under the weight of too much information and not enough insight. Teams are moving beyond manual transcript …
16:33
Apr 08
@alphasenseinc
$DAL delivered record March-quarter revenue and earnings growth despite a sharp spike in jet fuel, highlighted continued strength in premium…
16:32
Apr 08
@alphasenseinc
$DAL delivered record March-quarter revenue and earnings growth despite a sharp spike in jet fuel, highlighted continued strength in premium…
13:16
Apr 08
@alphasenseinc
$LEVI's call emphasized stronger-than-expected revenue and earnings, broad-based growth across regions and channels, continued progress towa…
12:31
Apr 08
@alphasenseinc
Are you still conducting all of your own expert calls? Then you're behind. The firms first-to-alpha are blending their approach to expert r…
12:05
Apr 07
@alphasenseinc
The demand for Applied AI is surging, and nowhere is that more evident than EMEA and APAC. That's why AlphaSense has doubled down by invest…
22:17
Apr 06
@alphasenseinc
$AVGO locked in a long‑term deal to build $GOOGL's future TPUs and supply AI‑rack components through 2031. Broadcom, Google, and Anthropic a…
13:33
Apr 06
@alphasenseinc
💻 As geopolitical shocks, energy disruption, and tariff uncertainty mounted, Delphine Cassidy needed a faster way to get to the right inform…
12:01
Apr 03
@alphasenseinc
Deal activity is surging, but the investment banking playbook is being rewritten in real time. As banks navigate rising M&A volume, mac…
14:48
Apr 02
@alphasenseinc
$AYI reported strong Q2 2026 execution with net sales growth and margin expansion despite a soft lighting market, while the company navigate…
AYI
14:21
Apr 02
@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…
14:21
Apr 02
@alphasenseinc
Interview with an $AMD employee on how the entire AI supply chain is getting locked up years in advance ( $NVDA, $MU, $ASML, $AMZN, $GOOGL )…
AMD NVDA MU ASML AMZN
14:34
Apr 01
@alphasenseinc
$CAG reported strong volume momentum in frozen and snacks categories during Q3 fiscal 2026, with management emphasizing a strategic pivot to…
CAG