Every issue, report and note from Katusa Research, newest first.
Key takeaways: Meta Platforms will report Q3 2025 earnings on October 29, with consensus expecting strong revenue growth and continued operational momentum. The company advanced in AI and ad technology, refreshed engagement across its core social platforms, and secured a $14.2 billion AI
Key takeaways: Palantir Technologies posts a 48% year-over-year revenue jump to $1 billion in Q2 2025, significantly beating market expectations. The company lands a landmark 10-year U.S. Army contract valued at up to $10 billion, consolidating 75 prior contracts into a single streamlined
Key takeaways: Nvidia reported Q2 2025 data center revenue of $26.3 billion, marking 154% growth and driving record profit margins. The company’s market cap reached $4 trillion, positioning Nvidia as a dominant force in AI infrastructure and data center solutions. Analysts predict 40%+ stock
Key takeaways: Rivian receives a double analyst upgrade and higher price targets, pointing to a possible 25% upside for investors. Company showcases strong Q2 2025 operational results—outpacing many peers in delivery growth and factory efficiency. Recent analyst actions have shifted sentiment
Key takeaways: Amazon reported Q3 revenue guidance of $174‒$179.5 billion, beating Wall Street’s prior consensus. Earnings per share (EPS) for Q2 came in at $1.68—well above the $1.31 estimate—showing robust operational efficiency. Retail and AWS growth, plus global logistics investments, underline
Key takeaways: Tesla has announced a new battery technology, featuring aluminum-ion advancements, promising up to 745 miles of range and full charging in just 15 minutes. Battery innovations could close the gap between high-performance and standard batteries, benefiting both users and Tesla’s
Key takeaways: NVIDIA reported Q3 FY2025 revenue of $35.1 billion, rising 17% quarter-over-quarter and 94% year-over-year, fueled largely by continued strength in its Data Center business. GAAP earnings per diluted share grew to $0.78, up 111% from the year-ago period, while the company set new
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