Let's turn now to the markets as investors continue processing what all of these earnings reports mean for the broader economy. Joining us now is City Research US equity strategist Drew Pettit. Drew, um, what's your takeaway, especially as it pertains to the types of companies that are in this AI growth phase versus the rest of the market.>> Yeah. Hi, Leslie. So, the key here is having a secular or thematic tailwind in the market.When we think of the S&P 500 broadly, 50% of index market cap is really tied t ...

[Music] Next up is a 17-year-old A-level student from Pakistan who approaches problems with precision, insight, and empathy. With a passion for mechatronics engineering and interest in the UKMT, he opens a conversation often overlooked, growth behind failure, and why it's time to look beyond success. Please put your hands together for Ali Majid.[Applause] [Music] Success is loud. It comes with claps, podiums, medals, high scores, and filtered Instagram posts. We grow up chasing it.We're taught to aim high, ...

Network Growth - Celestia's data posting has broken its all-time high (ATH) on a daily basis four times in the past 11 days [1] - The specific dates of new ATHs are July 24th, July 27th, July 30th, and August 1st [1] - Average monthly compound growth is approximately 40% [1]

RT Token Terminal 📊 (@tokenterminal)Top 5 companies & protocols by TVL:@Tether_to @circle @aave @LidoFinance @SkyEcosystemTop 5 fastest-growing companies & protocols, based on 7d TVL growth (%):@ethena_labs @PayPal @SeamlessFi @superstatefunds @hamilton_lane https://t.co/DSxJ9FuENp ...

Growth Isn't LinearYour account will not be a straight line up once you gain traction—it will come in waves.My account spiked during multiple metas. You go deep, become "the account," and then hold on to high-value follows from that period.Everyone goes through this.BREAD | ∑: (@0xBreadguy):Apply the 70/30 rule to posting.→ Get engagement/interaction from other accounts by providing value in the area they care about→ Intersperse the thing you want to talk about (like your protocol) so that it is fed to them ...

Usage Growth - Grok Imagine 的使用量呈爆炸式增长 [1] - 图片生成量显著增加，昨日生成 14 million 张图片，今日已超过 20 million 张图片，增长超过 42% [1]

Core Viewpoint - Sirius XM is a cash flow-generating company facing challenges in growth, making it a potential value trap for investors [1] Group 1: Growth Challenges - Revenue has decreased from $9.0 billion in 2022 to $8.7 billion in 2024, primarily due to a decline in subscriber revenue [3] - Adjusted EBITDA has contracted from $2.8 billion to $2.7 billion during the same period [3] - The company operates in a saturated market where most new vehicles come with Sirius pre-installed, limiting growth opportunities [4] - Younger audiences are shifting to platforms like Spotify and YouTube Music, impacting Sirius XM's subscriber base [5] - Management has implemented cost-cutting measures, achieving $350 million in gross savings in 2023 and 2024, with an additional $200 million targeted for 2025 [6][7] Group 2: Cash Flow Strength - Despite declining revenue, Sirius XM generated $1.0 billion in free cash flow on $8.7 billion in revenue in 2024, resulting in a margin of approximately 11% [8] - The company has been consistently buying back its stock, spending about $0.9 billion on share repurchases between 2022 and 2024 [10] - Sirius XM's price-to-free-cash-flow (P/FCF) ratio is currently at 8.1 times, indicating potential value for shareholders through stock buybacks [10] Group 3: Investment Appeal - Sirius XM may not be a growth stock like Spotify or Netflix, but it offers dependable cash flow and disciplined capital return, appealing to value-focused investors [12] - The company stands out in an environment where many tech-adjacent media companies are struggling financially, highlighting its cash-rich profile [11]

Investors are significantly underestimating the impact AI is having inside companies to accelerate growth and productivity.It is mind-blowing how severe the change is. ...

Welcome back. The NASDAQ is lagging this morning, falling after results from Amazon and Apple last night. Amazon in particular dragging the index lower after weaker profit guidance.Nvidia is the final Magnificent 7 name to report coming later this month. This calls for Dan Ies, Wed Bush Securities global head of tech research to talk through all of it in a new outfit. Dan, it's good to see you.>> Great to be here. >> So, what what happened with Amazon. >> I mean, look, I think I view it as an overreaction.I ...

Can $SOL sustain its growth into 2026 and beyond? ...