Upstart (UPST) Q2 2025 Earnings Call August 05, 2025 04:30 PM ET Company ParticipantsSonya Banerjee - VP & Head of Investor RelationsDave Girouard - Co-Founder & CEOPaul Gu - Co-Founder & Chief Technology OfficerSanjay Datta - Chief Financial OfficerPeter Christiansen - DirectorRamsey El-Assal - Managing DirectorSimon Clinch - MD - Financials ResearchReggie Smith - ED - Equity ResearchJames Faucette - Managing DirectorKyle Joseph - Managing DirectorJohn Hecht - Managing DirectorConference Call ParticipantsD ...

This space is dynamic, right. Because it's highly analogous with matter. You know, a lot of the story around matter is how their work in AI improves, ad pricing ad impacts that core business you are looking at.It's a very different scale and early stage. I just love to get a presentation of the thesis and why this is an interesting domain within I. Yeah.Thank you, Ed and Caroline as well for having me on. So we are excited to announce the coming out of Stealth of Context this morning. Their $10 million seed ...

A screen displays the the company logo for Goldman Sachs on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., May 7, 2025.Changes to the American labor market brought on by the arrival of generative AI are already showing up in employment data, according to a Goldman Sachs economist.Most companies have yet to deploy artificial intelligence in production cases, meaning that the overall job market hasn't yet been significantly impacted by AI, said Joseph Briggs, senior global economist o ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Key Takeaways LSCC posted Q2 revenue of $123.97M, flat year over year and in line with consensus estimates.Non-GAAP EPS of 24 cents matched estimates, despite a rise in GAAP operating expenses to $80M.Strong demand in Communications and Computing offset declines in Industrial, Automotive and Consumer.Lattice Semiconductor Corporation (LSCC) reported relatively modest second-quarter 2025 results, with both the top and bottom lines matching the respective Zacks Consensus Estimate. The Hillsboro-based semicond ...

Palantir Technologies stock (NASDAQ: PLTR) has had a remarkable run this year, more than doubling since early January to trade at around $160 per share. The stock has been buoyed by surging interest in generative AI and a wave of new government contracts following the re-election of Donald Trump as U.S. President. Earnings momentum has also been strong: Palantir recently delivered a beat-and-raise quarter, with Q2 revenue growing 48% year-over-year to over $1 billion. The company raised its full-year revenu ...

4 August 2025 | 10:30AM EDT Source: Goldman Sachs Global Investment Research 2. Negative payroll revisions can occur for three reasons. First, the Bureau of Labor Statistics (BLS) receives responses from only about 60% of establishments in time for the first preliminary release and assumes they are representative of the remaining 40%. But in a weakening economy, late responders are more likely to be firms under economic pressure that are cutting jobs. Second, the seasonal factors are re-estimated with each ...

August 1, 2025 02:57 PM GMT Greater China Technology Hardware | Asia Pacific Implications from Amazon's results for AP Tech Hardware Stocks Key Takeaways Thus, we maintain our constructive view on cloud-exposed stocks in our coverage: Within our coverage, Unimicron (ABF substrates for Trainium) and NYPCB (ABF substrates for networking chips) are also part of the AWS Trainium supply chain. But we are UW on NYPCB and EW on Unimicron in view of ABF overcapacity and stretched valuation. For further details, ple ...

Summary of European AI & Semis Symposium Industry Overview - The symposium focused on the **semiconductor** and **artificial intelligence (AI)** industries, featuring over **500 participants** and **25+ speakers** from various sectors including academia, corporate, and private companies [1][2] Key Insights - **Cost Efficiency of Generative AI**: The capabilities of Generative AI are being validated as cost efficiency improves, with some large language models being up to **400x cheaper** for training and inference compared to earlier versions [4][5] - **Productivity Gains**: AI is driving measurable productivity gains, with claims that AI can equate to a workforce with **6x the bandwidth** in software development tasks [4][5] - **AI Workload Management**: At Salesforce, AI now handles up to **50% of workloads**, while at Google, AI accounts for **25% of new code lines** [4][5] - **Advancements in AI Capabilities**: OpenAI and DeepMind's models have achieved gold-medal scores at the International Mathematical Olympiad, outperforming most human participants [4][5] - **Multi-modality in AI**: AI is evolving to execute algorithms and generate various sensory inputs and outputs, expanding its applications across sectors like healthcare, retail, and industrials [5][6] Sector-Specific Applications - **Healthcare**: AI is significantly impacting healthcare, with **95% of certain cancer procedures** in the US being performed robotically. AI-linked mirrors can detect **90% of known diseases** [7][8] - **Entertainment**: Netflix reported a **10x acceleration** in production through the integration of Generative AI into its visual effects pipeline [7][8] - **Retail**: AI-powered robots in retail can perform stock-taking and predictive analysis, achieving a **3x to 4x ROI** within **3 to 4 months** [7][8] - **Education Technology (EdTech)**: AI created **1,200 learning modules** of **35 hours each** in just three days, enhancing consumer engagement by **3x** through AI-driven media solutions [7][8] Challenges and Solutions - **Power Consumption**: Data centers may require as much power as **New York City**, necessitating new power generation sources and more efficient distribution grids [6][9] - **Guardrails for AI Content**: The need for human reviewers and technical safeguards is emphasized to mitigate risks associated with AI-generated content [9][10] - **Transparency and Bias Mitigation**: Mechanisms to explain AI's decision-making processes and avoid bias are crucial for reliability [9][10] Technological Innovations - **Photonics and Quantum Computing**: These technologies are seen as transformative, with potential for **70% reduction** in energy consumption for certain accelerators [9][10] - **EUV Lithography Tools**: ASML's tools are essential for improving yield and reducing cycle time in semiconductor production, supporting AI training with increased power and reduced latency [9][10] - **Hybrid Bonding**: This technology offers advantages in chip performance and thermal efficiency, critical for data centers [9][10] Company Highlights - **Logitech**: Leveraging thousands of autonomous robots for continuous operation, resulting in clear cost benefits [7][8] - **Infineon**: Positioned positively due to its role in providing AI power semiconductors with a reliable track record [9][10] - **Nebius**: Focused on cost and energy-efficient GPUs, indicating a strong market position [9][10] Conclusion The symposium underscored the rapid advancements in AI and semiconductor technologies, highlighting both the opportunities for productivity gains and the challenges that need to be addressed for sustainable growth in these sectors [1][2][8]

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