In-depth analysis of key company conferences with investors and sell-side analysts
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October 16, 2024
AMD's "Advancing AI 2024" event showcases new EPYC processors, Instinct accelerators, and partnerships, positioning the company as a key player in the $500 billion AI market. CEO Lisa Su outlines AMD's vision for AI-driven innovation.
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October 16, 2024
Explore NVIDIA's groundbreaking AI strategies unveiled at their recent summit. From CUDA ecosystems to AI factories, discover how NVIDIA is shaping the future of artificial intelligence and computing.
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September 16, 2024
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.
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September 12, 2024
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.
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September 12, 2024
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.
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September 12, 2024
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.
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September 12, 2024
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.
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September 12, 2024
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.
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September 12, 2024
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.
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September 12, 2024
Explore CrowdStrike's strategic response to recent challenges, innovative product developments, and future outlook as CEO George Kurtz shares insights at a major tech conference.
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September 11, 2024
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.
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September 11, 2024
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.
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September 11, 2024
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.
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September 11, 2024
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.
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September 11, 2024
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.
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September 11, 2024
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.
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September 11, 2024
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.
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September 11, 2024
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.
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September 11, 2024
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.
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September 11, 2024
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.
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September 11, 2024
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.
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September 11, 2024
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.
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September 11, 2024
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.
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September 10, 2024
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.
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