It was such an interesting quarter to look back at data in particular CPU strength, not just accelerators. Strong outlook on accelerators. Gaming PC.And then some concern about the future of the China business. But Caroline and I sort of talks for quite a while now about AMD as the best performing chip stock so far this year. I want to if we start by just asking what in the quarter changed for AMD.What the kind of biggest move forward was, do you think. Yeah, absolutely. So, first of all, Ed and Caroline, g ...

I know people always want precision and what I will give you is exactly um how things um are playing out from our standpoint. Um I think we've seen an improvement over the last 90 days. You know 90 days ago uh you know we did not expect to believe to ship uh to be able to ship to China because of some of the regulations.I think the um this administration um the department of commerce the government has actually been very open uh to uh trying to find the right balance between national security and ensuring t ...

It was such an interesting quarter to look back at data in particular CPU strength, not just accelerators. Strong outlook on accelerators. Gaming PC.And then some concern about the future of the China business. But Caroline and I sort of talks for quite a while now about AMD as the best performing chip stock so far this year. I want to if we start by just asking what in the quarter changed for AMD.What the kind of biggest move forward was, do you think. Yeah, absolutely. So, first of all, Ed and Caroline, g ...

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USA Compression Partners (USAC) Q2 2025 Earnings Call August 06, 2025 11:00 AM ET Company ParticipantsChristopher Porter - VP, General Counsel & SecretaryClint Green - President & CEOChristopher Paulsen - VP, CFO & TreasurerDoug Irwin - Vice PresidentChristopher Wauson - Vice President & COOConnor Jensen - Senior Equity Research AssociateEli Jossen - Equity Research Vice PresidentBrian Dirubbio - Managing DirectorRobert Mosca - VP- Midstream & Natural Gas Utilities Equity ResearchConference Call Participant ...

NiSource (NI) Q2 2025 Earnings Call August 06, 2025 11:00 AM ET Company ParticipantsDurgesh Chopra - VP - IRLloyd Yates - President & CEOShawn Anderson - EVP & CFONicholas Campanella - DirectorRichard Sunderland - Equity Research - North American Utilities & PowerMichael Luhrs - EVP - Technology, Customer & Chief Commercial OfficerMelody Birmingham - EVP & Group President - NiSource UtilitiesConference Call ParticipantsJulien Dumoulin-Smith - II-Ranked & 'Hall of Fame' Research Analyst covering Power, Utili ...

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Devon Energy (DVN) Q2 2025 Earnings Call August 06, 2025 11:00 AM ET Speaker0Welcome to Devon Energy's Second Quarter twenty twenty five Conference Call. At this time, all participants are in listen only mode. This call is being recorded. I'd now like to turn the call over to Mrs. Rosie Zuclick, Vice President of Investor Relations.You may begin.Speaker1Good morning, and thank you for joining us on the call today. Last night, we issued Devon's second quarter earnings release and presentation materials. Thro ...