In today’s briefing:
- NVIDIA CORPORATION Common Stock – June 4, 2025
- AMD Advancing AI 2025: Key Takeaways
- Marvell Expects Hyper-Growth in Data Center Custom Chips (ASIC) With a Higher Earnings Risk
- Under Armour Working On A Bold Restructuring Move; Will It Result In A Retail Rebound?
- Trane Technologies: Resilient Residential HVAC Transition…
- nCino Inc.: Is The Robust Consumer Lending Momentum Here To Stay?
- Integral Ad Science (IAS) Is Doubling Down on Innovation: Will Publica & AI Tools Fuel the Next Revenue Surge?
- Guess? Inc.: Will The Rag & Bone Acquisition Be A Game Changer In The Dynamic Fashion Industry Landscape!
- Cintas Corporation: Cross-Selling & Expanding Product Portfolio To Up Their Game!
- Stock Analysis – AMAZON.COM, INC. Common Stock – May 5, 2025
NVIDIA CORPORATION Common Stock – June 4, 2025
- NVIDIA Corporation is a computing infrastructure company that provides graphics, computing, and networking solutions across the United States, Singapore, Taiwan, China, Hong Kong, and other in- ternational markets.
- The Company’s shares have been listed in the Nasdaq Composite stock market index since January 22, 1999, and are included among the companies with the highest market capitalization globally.
- Additionally, Nvidia’s shares are included in several national indices, such as S&P 500, Dow Jones, NASDAQ-100, and DJ Semiconductors. In May 2024, Nvidia Corporation announced a ten-for-one stock split.
AMD Advancing AI 2025: Key Takeaways
- AMD snagged Sam Altman as a guest speaker and advocate for the company’s next generation MI450 accelerator product
- Oracle announced their intention to create a zetascale AI cluster based on AMD’s MI355X GPUs
- Marvell announced its custom Ultra Accelerator Link (UALink) scale-up offering. Astera Labs will be next in line.
Marvell Expects Hyper-Growth in Data Center Custom Chips (ASIC) With a Higher Earnings Risk
- Marvell AI event yesterday, good efforts to explain its Data Center / Accelerators roadmap, growth opportunity: ~50% Cagr to 2028, a bit higher than TSMC (45%), lower than AMD (60%).
- CEO suggests that data center revenues can increase 4.4x to 2028, total revenue to ~triple to CY28. That’s possible but Marvell’s fragility is margins and lower scalability than AMD, Nvidia.
- The nature of custom-designed ASICs is a lot of R&D for a single customer. Marvell GAAP margins are thin and therefore a binary bet on operating leverage.
Under Armour Working On A Bold Restructuring Move; Will It Result In A Retail Rebound?
- Under Armour’s fourth-quarter fiscal 2025 earnings report reveals a complex narrative, reflecting both strides in strategic realignment and significant challenges in market execution and financial performance.
- On the positive side, Under Armour demonstrated notable progress in several areas, including gross margin improvement, strategic streamlining, and brand repositioning efforts.
- The company increased its gross margin by 170 basis points to 46.7%, driven by reductions in product and freight costs, a decrease in promotional activities, and strategic pricing benefits.
Trane Technologies: Resilient Residential HVAC Transition…
- Trane Technologies reported strong first quarter results for 2025, showing resilience in a challenging macroeconomic environment.
- They achieved an 11% organic revenue growth and a 26% increase in adjusted EPS, largely propelled by their innovations in sustainable solutions and a strategic focus on high-demand sectors like Commercial HVAC.
- The company continues to benefit from its robust operating system and strategic direct sales force, which have driven significant market outperformance and growth in bookings across verticals such as data centers, healthcare, and higher education.
nCino Inc.: Is The Robust Consumer Lending Momentum Here To Stay?
- In the first quarter of fiscal year 2026, nCino, Inc. reported financial results that provide insights into both its strengths and areas for improvement.
- Total revenues reached $144.1 million, marking a 13% year-over-year increase.
- This growth was primarily driven by robust subscription revenues, which grew by 14% to $125.6 million.
Integral Ad Science (IAS) Is Doubling Down on Innovation: Will Publica & AI Tools Fuel the Next Revenue Surge?
- Integral Ad Science (IAS) presented a mixed but notably strong performance in their Q1 2025 financial results.
- The company displayed an impressive 17% growth in revenue to $134.1 million, surpassing their prior guidance.
- Growth was largely driven by a 24% increase in their optimization segment, buoyed by the financial services and retail verticals.
Guess? Inc.: Will The Rag & Bone Acquisition Be A Game Changer In The Dynamic Fashion Industry Landscape!
- Guess?, Inc. recently reported its first-quarter results for fiscal 2026, revealing a performance that surpassed initial expectations primarily driven by strategic financial management and beneficial acquisitions.
- The company’s revenue grew by 9% in U.S. dollars and 12% in constant currency, largely fueled by the acquisition of rag & bone, which added substantial growth to the topline.
- Apart from this, core growth from Guess’s wholesale operations in Europe and the Americas also contributed positively.
Cintas Corporation: Cross-Selling & Expanding Product Portfolio To Up Their Game!
- Cintas Corporation announced its fiscal 2025 third-quarter results, highlighting both strengths and areas to monitor.
- The company demonstrated robust financial performance, reporting an 8.4% increase in total revenue to $2.61 billion, with an organic growth rate of 7.9%.
- Despite negative impacts from foreign currency exchange rate fluctuations, the Uniform Rental and Facility Services segment achieved a 7% organic growth, while First Aid and Safety Services and Fire Protection Services reported impressive double-digit growth, suggesting a strong customer value proposition.
Stock Analysis – AMAZON.COM, INC. Common Stock – May 5, 2025
- Amazon.com, Inc. is a leading global technology and e-commerce conglomerate based in the United States, with a dominant and expanding presence across international markets, particularly in sectors such as cloud computing, digital streaming, and logistics.
- The company’s shares have been listed on the Nasdaq Stock Market since 1997 and are included among the companies with the highest market capitalization globally.
- Additionally, Amazon.com’s stock is included in a series of prominent indices, such as the Nasdaq 100, S&P 500, and Dow Jones Industrial Average (DJIA).
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