Democratizing Investment Insights

In-depth analysis of key company conferences with investors and sell-side analysts

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Conference Coverage

WBD's Global Media Vision: CEO Zaslav's Insights

September 16, 2024

WBD's Global Media Vision: CEO Zaslav's Insights

Warner Bros. Discovery CEO David Zaslav outlines the company's strategy for global expansion, content creation, and streaming dominance at Goldman Sachs Communacopia + Technology Conference.

Warner Bros (WBD) By Giro Lino
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Marvell's Semiconductor Outlook: CFO Doug Bettinger

September 12, 2024

Marvell's Semiconductor Outlook: CFO Doug Bettinger

Marvell's CFO Doug Bettinger shares insights on the company's strategy, market position, and future prospects in the evolving semiconductor industry, highlighting key growth areas and technological innovations.

Marvell (MRVL) By Giro Lino
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Lam Research's Outlook: CFO Doug Bettinger Insights

September 12, 2024

Lam Research's Outlook: CFO Doug Bettinger Insights

Explore Lam Research's market position, technology investments, and growth strategies as revealed by CFO Doug Bettinger at a recent conference. Gain valuable insights into the semiconductor equipment industry's future.

Lam Research (LRCX) By Giro Lino
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ASML's Semiconductor Outlook: Skip Miller Insights

September 12, 2024

ASML's Semiconductor Outlook: Skip Miller Insights

ASML's Skip Miller discusses AI-driven demand, High-NA EUV potential, and the company's 2025 outlook at the Goldman Sachs conference. Uneven industry recovery and China strategy also highlighted.

ASML (ASML) By Giro Lino
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NVIDIA's AI Vision: CEO Jensen Huang Insights

September 12, 2024

NVIDIA's AI Vision: CEO Jensen Huang Insights

NVIDIA CEO Jensen Huang discusses the company's evolution from gaming to AI, data center revolution, and future of computing. Explore NVIDIA's competitive edge and challenges in the AI era.

NVIDIA (NVDA) By Giro Lino
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Visa's Growth Strategy: CFO Christopher Suh Insights

September 12, 2024

Visa's Growth Strategy: CFO Christopher Suh Insights

Visa CFO Christopher Suh discusses the company's resilient core business, value-added services growth, and the $200 trillion opportunity in new payment flows at the Goldman Sachs Communacopia + Technology Conference.

Visa (V) By Giro Lino
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Intuit's AI Vision: CEO Sasan Goodarzi Insights

September 12, 2024

Intuit's AI Vision: CEO Sasan Goodarzi Insights

Explore Intuit's strategic shift towards AI-driven solutions and mid-market expansion. CEO Sasan Goodarzi reveals how the company is leveraging technology to revolutionize financial management for businesses.

Intuit (INTU) By Giro Lino
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Microsoft's AI Vision: Kevin Scott, CTO Insights

September 11, 2024

Microsoft's AI Vision: Kevin Scott, CTO Insights

Dive into Microsoft's AI strategy as CTO Kevin Scott reveals the company's vision for generative AI, infrastructure challenges, and the future of intelligent agents at a recent tech conference.

Microsoft (MSFT) By Giro Lino
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Okta's Todd McKinnon on Innovation and Growth

September 11, 2024

Okta's Todd McKinnon on Innovation and Growth

Okta CEO Todd McKinnon shares insights on R&D innovation, integration advantages, and enterprise market expansion at Goldman Sachs Communacopia + Technology Conference 2024. Learn about Okta's strategies for navigating market challenges.

Okta (OKTA) By Giro Lino
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Datadog's David Obstler on Growth & AI Impact

September 11, 2024

Datadog's David Obstler on Growth & AI Impact

Datadog CFO David Obstler reveals insights on enterprise growth, AI opportunities, and platform consolidation strategies. Learn how Datadog's R&D focus drives innovation in observability.

Datadog (DDOG) By Giro Lino
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Robinhood's Tenev: Democratizing Finance Vision

September 11, 2024

Robinhood's Tenev: Democratizing Finance Vision

Robinhood CEO Vladimir Tenev outlines strategies for dominating active trading, capturing wealth transfer, and expanding globally. Learn how product innovations and AI are shaping Robinhood's future in personal finance.

Robinhood (HOOD) By Giro Lino
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Goldman Sachs CEO on Strategy and Growth

September 11, 2024

Goldman Sachs CEO on Strategy and Growth

David Solomon discusses Goldman Sachs' progress in Asset and Wealth Management, Global Banking and Markets synergies, AI implementation, and economic outlook at a recent financial conference.

Goldman Sachs (GS) By Giro Lino
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Moody's Steve Tulenko on AI and Growth Strategy

September 11, 2024

Moody's Steve Tulenko on AI and Growth Strategy

Explore Moody's evolution beyond ratings, its AI initiatives, and growth strategy. Steve Tulenko, President of Moody's Analytics, shares insights on data assets, financial performance, and future prospects.

Moody's (MCO) By Giro Lino
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Capital One CFO Young on Growth & Strategy

September 11, 2024

Capital One CFO Young on Growth & Strategy

Capital One's CFO Andrew Young discusses consumer health, credit quality, loan growth, and strategic initiatives at the Barclays Financial Services Conference, highlighting the company's resilient position.

Capital One (COF) By Giro Lino
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Morgan Stanley's Simkowitz: Integrated Growth

September 11, 2024

Morgan Stanley's Simkowitz: Integrated Growth

Morgan Stanley's Co-President Daniel Simkowitz outlines the firm's integrated approach, highlighting growth prospects in investment banking, wealth management, and markets business at a recent financial conference.

Morgan Stanley (MS) By Giro Lino
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JP Morgan at Barclays: Daniel Pinto, President Insights

September 11, 2024

JP Morgan at Barclays: Daniel Pinto, President Insights

Daniel Pinto, JP Morgan's COO, shares insights on economic outlook, strategic initiatives, and financial performance at the Barclays Global Financial Services Conference, revealing cautious optimism amid uncertainties.

JP Morgan (JPM) By Giro Lino
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Mastercard CEO at GS Tech Conference: Insights

September 11, 2024

Mastercard CEO at GS Tech Conference: Insights

Mastercard CEO Michael Miebach shares key insights on consumer spending, growth strategies, and market positioning at the Goldman Sachs Technology Communacopia Conference. Dive into our in-depth analysis.

Mastercard (MA) By Giro Lino
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Uber CEO Dara Khosrowshahi: Growth & Strategy

September 11, 2024

Uber CEO Dara Khosrowshahi: Growth & Strategy

Uber's CEO Dara Khosrowshahi unveils key strategies at Goldman Sachs Tech Conference, highlighting global platform strengths, growth initiatives, and financial discipline. Learn about Uber's path to sustained success in mobility and delivery.

Uber (UBER) By Giro Lino
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Airbnb CFO Ellie Mertz at Goldman Sachs Tech

September 11, 2024

Airbnb CFO Ellie Mertz at Goldman Sachs Tech

Explore Airbnb's strategic vision as CFO Ellie Mertz discusses global expansion, AI integration, and diversifying revenue streams at the Goldman Sachs Technology Conference. Gain insights into Airbnb's future growth plans.

Airbnb (ABNB) By Giro Lino
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Google Cloud's AI Strategy: Kurian at GS Conference

September 11, 2024

Google Cloud's AI Strategy: Kurian at GS Conference

Explore Google Cloud's AI-driven growth strategy as revealed by CEO Thomas Kurian at the Goldman Sachs Technology Conference. Gain insights into cloud adoption, AI integration, and market positioning.

Alphabet (GOOGL) By Giro Lino
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AMD's Lisa Su on AI & Computing Super Cycle

September 10, 2024

AMD's Lisa Su on AI & Computing Super Cycle

AMD CEO Lisa Su discusses AI innovations, data center growth, and the company's strategy in the evolving computing landscape at the Goldman Sachs Communacopia + Technology Conference.

AMD (AMD) By Giro Lino
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AWS CEO Garman: Cloud Giant's AI-Driven Vision

September 10, 2024

AWS CEO Garman: Cloud Giant's AI-Driven Vision

Matt Garman, AWS CEO, shares insights on cloud adoption, AI integration, and competitive strategy at a recent tech conference. Learn how AWS is positioning itself for long-term growth in the evolving cloud landscape.

Amazon (AMZN) By Giro Lino
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SoFi CEO Noto's Vision for Financial Future

September 10, 2024

SoFi CEO Noto's Vision for Financial Future

Delve into SoFi CEO Anthony Noto's strategic outlook for revolutionizing financial services. Discover how SoFi plans to leverage technology, expand product offerings, and enhance customer experiences to drive growth in a dynamic market.

SoFi Tech (SOFI) By Giro Lino
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