Daily Briefs

• Nvidia beat revenue expectations by 1.5% with $46.7 billion in revenue; data centre growth underwhelmed, with compute slipping sequentially.
• Blackwell is ramping at full speed, while Rubin’s six chips have already taped out at TSMC, keeping Nvidia’s annual launch cadence intact.
• Inventory jumped to $15B, and China licenses remain uncertain, leaving little margin for error.

Key points (machine generated)

• Trinseo has historically been viewed as a high-risk investment due to its troubled history and significant leverage.
• Recent improvements in its balance sheet and liquidity position, including over $450 million available through 2025, indicate a potential shift in investment outlook.
• The alignment of bid-ask expectations for asset sales suggests a positive recovery potential for Trinseo in the next 12-18 months.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• Keurig Dr Pepper, following the close of the JDE Peet’s acquisition, plans to separate Global Coffee Co. via a tax-free spin-off to KDP shareholders
• Post separation, the parent will retain North American refreshment beverages portfolio (Dr Pepper, Canada Dry, 7UP, A&W, energy/functional, RTD alcohol adjacencies).
• We view KDP’s two-step transaction as value accretive for shareholders, creating two investable profiles that should appeal to distinct shareholder bases.

• Acushnet Holdings Corp.’s Q2 2025 results reveal a steady performance characterized by growth in specific segments, balanced by challenges in others, influenced by external factors such as tariffs and global economic conditions.
• With worldwide net sales increasing by 5% to $720 million and adjusted EBITDA rising by 9%, the company succeeded in leveraging its strengths in Golf Equipment and Gear.
• Positives from the quarter include significant growth in the Golf Equipment segment, driven by the successful launch of new Pro V1 golf ball models and momentum in GT Metals and hybrid clubs.

• EQT Corporation’s Q2 2025 results illustrate the company’s operational proficiency and financial resilience, amid challenging market conditions characterized by lower natural gas prices.
• During the quarter, EQT maintained impressive production levels at the high end of its guidance, attributed to exceptional well productivity and compression project performances.
• The rigorous management of capital expenditures, which came in $50 million below the lower end of expectations, underscores EQT’s operational efficiency and cost-control measures, driving significant cash flow despite an unfavorable legal settlement.

• Evergy, Inc. reported strong performance in the second quarter of 2025, with adjusted earnings per share (EPS) of $0.82, surpassing its internal forecasts despite unfavorable weather impacts.
• The company’s full-year guidance for adjusted EPS remains intact at $3.92 to $4.12, with expectations to meet the midpoint of this range.
• Notably, Evergy emphasized robust operational reliability and regulatory achievements across Kansas and Missouri, highlighting successful agreements on several key projects including new natural gas plants and solar farms.

• Celsius Holdings has delivered a robust performance in the second quarter of 2025, with significant revenue growth driven primarily by its recent acquisition, the Alani Nu brand.
• Total revenue rose by 84% year-over-year to $739.3 million, a substantial increase facilitated by a strong gain from Alani Nu, which contributed $301.2 million.
• Meanwhile, Celsius-branded products continued their growth trajectory with a 9% increase, reflecting successful innovation and expanded distribution networks.

• GoDaddy’s second quarter results for 2025 present a distinct mixture of outcomes reflective of the company’s focused execution and challenges within the broader business landscape.
• Notably, the company’s adoption and integration of AI, specifically their Agentic AI, have been highlighted as significant growth levers.
• Nevertheless, as with all financial assessments, understanding both the positives and potential headwinds is crucial for painting a comprehensive picture.

• Green Plains (GPRE) is a biorefining company that converts renewable crops like corn into ethanol and other low-carbon sustainable ingredients through fermentation and patented ag technologies.
• This year, the company announced a shift from innovation to commercialization of key technologies, focusing on growth opportunities in low-carbon and sustainable products.
• GPRE is an early mover in ethanol carbon capture and sequestration (CCS). 

• Gen Digital’s first quarter fiscal year 2026 results reflect a mix of positive growth dynamics and strategic challenges.
• The report highlights several key themes influencing the company’s performance, including product innovation, strategic acquisitions, and evolving market dynamics.
• On the positive side, Gen Digital has demonstrated impressive revenue growth, with reported bookings and revenue increasing over 30% year-over-year.