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Palo Alto Networks earnings review and 2025 outlook $PANW

1. Company Overview Palo Alto Networks is a leading global cybersecurity company headquartered in Santa Clara, California. It offers an integrated suite of security products spanning network firewalls, cloud security, endpoint protection, identity and access management, and threat intelligence. Its mission centers on empowering organisations to adopt “cyber-transformation” by simplifying and strengthening security in the…

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Target earnings review and deep dive 2025 outlook $TGT

Company Overview Target Corporation is a large U.S. discount retailer operating general-merchandise stores that sell everything from apparel and home goods to electronics and groceries. The company differentiates itself by targeting a more trend-aware, slightly higher-income shopper compared to ultra-value competitors, with an emphasis on “expect more, pay less”.  Headquartered in Minneapolis, Minnesota, Target operates nearly…

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AST Spacemobile earnings review and 2025 outlook $ASTS

AST SpaceMobile is a U.S.-based satellite communications company headquartered in Midland, Texas.  The firm is building what it asserts will be the first global cellular-broadband network in space, designed to allow standard, unmodified mobile phones to connect directly to satellites.  It markets this capability to mobile network operators (MNOs), governments, and uses its own constellation of satellites…

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Rigetti Computing earnings review and 2025 outlook

Company Overview Rigetti Computing is a U.S.–based full-stack quantum computing company that designs superconducting quantum processors (QPUs), fabricates them in its labs, and integrates them into a cloud-accessible quantum computing service.  Founded in 2013, the company aims to enable organizations to run quantum algorithms that classical computers cannot handle.  While largely pre-commercial, it positions itself to serve…

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RocketLab earnings review and 2025 outlook $RKLB

Rocket Lab Corporation is a US-listed aerospace and launch services company that designs, manufactures and launches rockets and satellites. It primarily serves small-satellite launch markets with its “Electron” rocket and is developing the larger “Neutron” vehicle as part of its ambition to be a full-stack space company. It also builds satellites and space systems via…

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Joby Aviation earnings review and 2025 outlook $JOBY

Company Overview Joby Aviation is a U.S.-based aerospace company focused on developing all-electric vertical takeoff and landing (eVTOL) aircraft and operating an aerial rideshare service. The company aims to offer quiet, emission-free air mobility for urban and regional transport, with its aircraft designed to carry one pilot plus up to four passengers. Headquartered in Santa…

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Instacart earnings review and 2025 outlook $CART

Instacart is a North American grocery-delivery and retail media company that operates a marketplace connecting consumers, grocery retailers, and personal shoppers. It enables customers to order groceries and other items from participating stores via its app or website, with picking, packing and delivery handled by Instacart’s shopper network. The company also monetises via advertising and…

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Duolingo earnings review and 2025 outlook $DUOL

Overview Duolingo, Inc. is a U.S.-based ed tech company that offers a freemium, game-like platform for language learning (and increasingly other subjects). It was founded to make high-quality education universally accessible and now claims tens of millions of users globally. Its flagship app supports dozens of languages and premium subscriptions, and it has been expanding…

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Ferrari earnings review and 2025 outlook $RACE

Company Overview: Ferrari N.V. (Ticker: RACE) Ferrari N.V. is an Italian luxury sports-car manufacturer known globally for its iconic “Prancing Horse” emblem and racing heritage. Founded with motorsport roots in Maranello, Italy, the company now designs, engineers, produces and sells high-end performance road and track-oriented vehicles, and provides related services and licensing of its brand.  The…

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Grab holdings, earnings review and 2025 outlook $GRAB

Grab Holdings is a Singapore-based technology company that has built a “super-app” in Southeast Asia, offering ride-hailing, food and grocery delivery, and digital financial services. It operates across multiple countries (including Singapore, Malaysia, Indonesia, the Philippines, Thailand, Vietnam and Cambodia) and aims to empower consumers and merchants with one unified platform. The company’s mission is…

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