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Key Takeaways ISRG posted first-quarter revenue of $2.25B driven by da Vinci and Ion procedure growth. ISRG cut gross margin forecast to 65-66.5% due to tariff-driven cost increases on imported components. ISRG's $9B cash reserve and strong recurring revenue support long-term innovation plans.Intuitive Surgical (ISRG) delivered strong top-line growth in the first quarter of 2025, with revenue rising 19% year over year to $2.25 billion, supported by a 17% increase in da Vinci procedures and a 58% increase ...

Tesla CEO Elon Musk said his company will start offering public rides in driverless vehicles in Austin, Texas on June 22, which would mark the beginning of his long-promised robotaxi service. That date could shift because Musk claimed Tesla is “being super paranoid about safety.” Tesla Model Y SUVs have been spotted in recent days and weeks being tested around Austin with no drivers in the seat. Bloomberg News previously reported that Tesla was eyeing a June 12 launch of the service. Musk has spent years ...

The Walt Disney Co. and NBCUniversal sued AI company Midjourney on Wednesday, alleging that its image-generating service “functions as a virtual vending machine” that generates “endless unauthorized copies” of copyrighted works. The lawsuit, filed in U.S. District Court in Los Angeles, is the first major legal action that studios have taken against an AI company. Axios first reported on the lawsuit. The lawsuit states, “By helping itself to Plaintiffs’ copyrighted works, and then distributing images (and s ...

Key Takeaways First Solar slashed its 2025 EPS outlook to $12.50-$17.50 due to new U.S. import tariffs. New tariffs on Asia-based plants may lower U.S.-bound demand and slow production at FSLR facilities. FSLR's U.S. manufacturing base and strong domestic demand support its long-term growth outlook.First Solar Inc. (FSLR) , a prominent solar panel manufacturing company in the United States, lowered its full-year 2025 guidance (in its first-quarter earnings announcement), citing the challenges arising out ...

Stock market guru Warren Buffett is renowned as a value investor who believes that it's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.Yet applying Buffett's approach to the artificial intelligence (AI) market can prove challenging. Finding reasonably priced AI stocks isn't easy in this hot sector, but good values do exist.Three of them are Micron Technology (MU 1.98%), Dell Technologies (DELL -1.13%), and Google parent Alphabet (GOOGL -0.04%) (GOOG -0.11%). T ...

My analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to small cap companies).My academic background is in sociology and I hold a Master’s Degree in Sociology (with main emphasis on organizational and economic sociology) and a Bachelor’s Degree in Sociology and Hi ...

Meta’s head of public policy in India, Shivnath Thukral, is leaving the social networking company, nearly three and a half years after joining, and just months after his counterpart at Google stepped down.Thukral spent over seven and a half years at Meta and took over as public policy lead for the South Asian market — the company’s largest user base — in November 2022, after his predecessor Rajiv Aggarwal left. “Having helped build some of the systems and processes, I do feel it is a good time to let the e ...

Key Takeaways SFIX posted a Q3 adjusted loss of $0.06 per share, improving from last year's $0.15 loss. Revenues rose 0.7% y/y to $325M, driven by higher average order value and client experience improvements. The FY25 revenue outlook was raised to $1.25-$1.26B; the adjusted EBITDA view increased to $43-$47M.Stitch Fix, Inc. (SFIX) reported third-quarter fiscal 2025 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. The top line improved from the year-earlier quarter. Meanwhile, ...

Key Takeaways QCOM will buy Alphawave Semi for $2.4B to expand into data centers and AI infrastructure. The deal adds chiplets and connectivity tech to QCOM's portfolio for high-growth applications. Alphawave's products complement QCOM's CPU and NPU cores, enhancing AI and 5G capabilities.Qualcomm Incorporated (QCOM) has inked a definitive agreement to acquire Alphawave Semi for an enterprise value of approximately $2.4 billion. The transaction, subject to the fulfillment of closing conditions and other m ...