The Weekly Brief (As of July 31)
- Tesla (TSLA) sales in the second quarter fell 12%, to $22,5 billion, above the expectation of $22.28 billion. The company said its plan for new models this year and a more affordable one next year remain on track.
- Meta (META) – the parent company of Facebook, reported solid Q2-2025 earnings, EPS came at $7.14, beating the estimate of $5.89, driven by strong advertising revenue growth of 22%, while doubling the company’s investment into Artificial Intelligence to around $72 billion in 2025.
- United Healthcare (UNH) reported mixed second quarter results, revenue came at $111.6 billion compared to the expectation of $111.53 billion, while adjusted EPS came at $4.08, a miss compared to the consensus estimate of $4.59.
- Union Pacific (UNP) just announced the intention to buy Norfolk Southern (NSC) in an $85 billion cash-and-stock deal, potentially creating the industry’s largest deal ever
- Microsoft (MSFT) reported solid quarterly results driven by its cloud computing Azure segment. EPS came at $3.65 per share, beating the expectation of $3.37, while revenue came at $76.4 billion, also ahead of the consensus estimate of $73.86 billion
*Analysts of 5i Research responsible for this report have a financial or other interest in TSLA, META, UNH, and MSFT. The i2i Fund does not have a financial or other interest in securities mentioned.
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Report Updates
We have posted report updates on Winpak (WPK), Shopify (SHOP), and Lightspeed Commerce (LSPD). WPK is a leading manufacturer and distributor of packaging materials, along with producing packaging machines. SHOP is a global e-commerce tech name that provides essential internet infrastructure for commerce, and LSPD is a Fintech company that provides a cloud-based platform for small business operations. One name still generates negative free cash flows, another has a fortress balance sheet with strong growth prospects, while the last name has a strong buyback program.
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