Core Insights - Texas Instruments (TXN) reported strong second-quarter 2025 results, with earnings per share of $1.41, exceeding the Zacks Consensus Estimate by 6.82% and reflecting a year-over-year increase of 15.6% [1][8] - The company's revenues reached $4.45 billion, surpassing the Zacks Consensus Estimate by 3.23% and showing a 16% increase year over year [2][8] Financial Performance - Earnings per share of $1.41 beat the management's guidance of $1.21 to $1.47, with an average surprise of 11.23% over the last four quarters [1] - Revenue breakdown: - Analog segment generated $3.45 billion (77.6% of total revenues), up 18% year over year [3] - Embedded Processing segment revenues were $679 million (15.3% of total revenues), increasing by 10.4% year over year [3] - Other segment revenues totaled $317 million (7.1% of total revenues), up 13.6% from the prior year [4] Operating Metrics - Gross profit increased 16% year over year to $2.58 billion, with a gross margin of 58% remaining flat [5] - Operating profit rose 25.2% year over year to $1.56 billion, with an operating margin of 35.1%, expanding by 250 basis points [6] Balance Sheet and Cash Flow - As of June 30, 2025, cash and short-term investments were $5.36 billion, up from $5 billion at the end of Q1 2025 [7] - Long-term debt increased to $14.04 billion from $12.85 billion in the previous quarter [7] - Operating cash flow for Q2 was approximately $1.86 billion, with a total of $2.71 billion generated in the first half of 2025 [9] Guidance - For Q3 2025, Texas Instruments expects revenues between $4.45 billion and $4.80 billion, with earnings per share projected between $1.36 and $1.60 [10]

Financial Performance - BonkFun's 24-hour fees reached $1.99 million, surpassing Solana, Ethereum, and Phantom [1] - BonkFun generated a total of $23.13 million in fees, averaging $1.36 million daily over 17 days [1] - BonkFun's 24-hour revenue reached $1.84 million, exceeding Jupiter, Ethereum, and Phantom [1] Tokenomics & Strategic Reserves - 50% of BonkFun fees are allocated to buying and burning $BONK [1] - 4% of BonkFun fees are allocated to buying BONK for Strategic BONK Reserves [2] - 4% of BonkFun fees are allocated to buying BONK for the BonkRewards program [2] Market Dynamics & Token Launch - BonkFun launched over 29,000 tokens in a 24-hour period [1] - Industry analysis suggests $BONK is a re-run of the $HYPE trade, with potential for a $10 billion+ market cap [1]

Market Overview - The market showed resilience despite uncertainties regarding trade policy, tariffs, and the Federal Reserve chair [6] - S&P 500 closed up about 01% [6] - Nasdaq was down about 04% due to weakness in big cap tech names [7] - Dow Jones Industrial Average added 04% [7] - Russell 2000 outperformed, with small caps gaining tailwind [7] Earnings and Performance Highlights - Homebuilders outperformed, with the S&P composite 1500 homebuilding index up about 10% [2] - D R Horton's stock was up about 16% after third-quarter earnings beat expectations [18] - PulteGroup's stock was up 12% after reporting better-than-expected earnings [19] - Texas Instruments' second-quarter EPS was $141, beating the consensus estimate of $135, but the stock was down about 7% in after-hours trading [10][12] - Intuitive Surgical's second-quarter revenue came in at $244 billion, and adjusted EPS beat estimates at $22 billion, with shares initially moving higher but later declining [20][29] - Capital One's second-quarter adjusted EPS was $548, far exceeding the consensus estimate of $388, with net revenue at $1249 billion [22][23] - Enphase Energy's second-quarter adjusted EPS beat estimates by $006, and revenue came in better than forecast at $3632 million, with the stock up about 8% in after-hours trading [26] Company Specifics - Texas Instruments invested $39 billion in R&D and CIGNA and invested $49 billion in CapEx and returned $67 billion to owners over the past 12 months [14] - Intuitive Surgical's Da Vinci surgical system installed base grew to 10488 systems as of June 2025, a 14% increase compared to June 30th, 2020 [30] - Capital One's loans held for investment were approximately $4393 billion [23]

Can you take me to the founding moment for you. Like a billion in revenue and you started in 2020. So I've always been a really big fan of MVPs and so I literally just built myself or V1 in a couple weeks.I think the really nice thing was so again I had worked in the space for a really long time. So I already had a very clear vision of what I wanted to build. So, as opposed to feeling like I needed to go out and hire 10 engineers in order to build a product, instead of feeling like I needed to go out and fr ...

Uniswap V4 Metrics - Decoded data directly powers Uniswap V4 metrics, including trading volume, fees, and revenue [1] - This enables support for projects like EulerSwap and future projects built on V4 using hooks [2]

fifa rivals quietly cracked the code: hide the web3, pump the revenue 65%meanwhile aave casually processing $50b in deposits, ranking with top 100 global banks. $390m fresh usdt flow last weekthe infrastructure play was always going to win before the speculation ...

So Pump did a $19M buyback to account for 25% of June and now doing daily 25% buybacks of current revInterestingAlso, Alon sure likes the number 19…Adam (@Adam_Tehc):Another round of (daily) buybacks from Pump:Day 1 Buybacks: $19.24MDay 2 Buybacks: $208KDay 3 Buybacks: $156KThese numbers seem to reflect 20-25% of the daily PumpFun/PumpSwap revenue.The $19M figure resembles ~25% for the entire month of June. https://t.co/HiU8oHCoX2 ...

Core Insights - 3M reported revenue of $6.16 billion for the quarter ended June 2025, a year-over-year decline of 1.6%, with an EPS of $2.16 compared to $1.93 a year ago, exceeding the Zacks Consensus Estimate of $6.12 billion by 0.67% and delivering an EPS surprise of 7.46% [1] Group 1: Financial Performance - Revenue for Safety and Industrial segment was $2.86 billion, surpassing the two-analyst average estimate of $2.78 billion, reflecting a year-over-year increase of 3.6% [4] - Corporate and Unallocated segment net sales reached $87 million, slightly above the $85 million average estimate, marking a year-over-year change of 1.2% [4] - Consumer segment net sales were reported at $1.27 billion, matching the average estimate and showing a 0.6% increase compared to the previous year [4] Group 2: Operating Income - Non-GAAP operating income for the Consumer segment was $268 million, exceeding the average estimate of $264.25 million [4] - Non-GAAP operating income for Transportation and Electronics was $479 million, above the estimated $465.99 million [4] - Non-GAAP operating income for Safety and Industrial was $738 million, slightly higher than the average estimate of $730.6 million [4] Group 3: Stock Performance - 3M shares returned 11.6% over the past month, outperforming the Zacks S&P 500 composite's 5.4% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Market Trend & Token Performance - $BONK is considered a re-run of the $HYPE trade, indicating a focus on speculative and trending assets [1] - BonkFun's market share has exceeded 70%, demonstrating its dominance in its specific market [1] - BonkFun has achieved a new all-time high (ATH) in revenue and 24-hour tokens launched, signaling rapid growth [1] Revenue & Fee Generation - Over 25,150 tokens were created on BonkFun in the last 24 hours, setting a new record for token creation [1] - BonkFun generated over $1584000 in total fees, marking an ATH and almost tripling the fees of the runner-up launchpad [1] - BonkFun is now the 7th biggest revenue-generating protocol in crypto, surpassing popular blockchains like Ethereum and Base [1] Tokenomics & Strategic Reserves - 58% of BonkFun fees are allocated to buying and burning $BONK, with 50% for burning and 8% for strategic reserves [1] - 8% of fees are used to buy BONK for Strategic BONK Reserves and the BonkRewards program [1] Future Outlook - The report anticipates continued upward trends in these numbers as the bull run continues [1] - The report suggests $BONK could be an asymmetric trade due to its fundamentals compared to its market cap [1] - The race to a $10 billion+ market cap for $BONK is considered to have only just begun [1]

Market Trends - Solana flipped Ethereum in 24-hour revenue, indicating a potential shift in market dominance [1] Revenue Discussion - There is a suggestion to suspend revenue discussions for the next 3-6 months, possibly due to the current market volatility or seasonal fluctuations [1]