NasdaqGS:LI
NasdaqGS:LIAuto

Is the Li i8 Launch and Charging Expansion Changing the Investment Case for Li Auto (LI)?

  • In June 2025, Li Auto reported deliveries of 36,279 vehicles, bringing year-to-date cumulative deliveries to 1.34 million units, and announced the upcoming launch of its first pure electric SUV, the Li i8, at the end of July.
  • The company is also expanding its supercharging network to over 2,800 stations, preparing to compete more directly with NIO’s Onvo L90 in China's battery electric vehicle market.
  • We’ll examine how the Li i8’s debut and expanded charging network...
NYSE:NIO
NYSE:NIOAuto

Why NIO (NIO) Is Up 14.4% After Strong June Deliveries and Onvo L90 SUV Launch – And What's Next

  • NIO Inc. recently reported June deliveries of 24,925 vehicles, with strong contributions from its NIO, ONVO, and FIREFLY brands, while launching pre-sales of the new Onvo L90 flagship electric SUV at a US$39,000 starting price point.
  • This rapid expansion of product offerings and the Onvo L90’s push into the family electric SUV segment have attracted positive analyst attention, highlighting NIO’s bid to strengthen its position against domestic competitors.
  • We'll...
NYSE:WMB
NYSE:WMBOil and Gas

Will $1.5 Billion Debt Offering Change Williams Companies’ (WMB) Narrative?

  • On June 30, 2025, Williams Companies completed a registered debt offering, raising US$750 million in 4.625% Senior Notes due 2030 and US$750 million in 5.300% Senior Notes due 2035, both issued as senior unsecured obligations under the company’s existing indenture framework.
  • This substantial capital raise gives Williams Companies increased financial flexibility, potentially supporting upcoming large-scale infrastructure projects and longer-term refinancing...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Is Lam Research’s US$1.2 Billion India Expansion Reshaping the LRCX Investment Case?

  • Earlier this month, Lam Research announced plans to invest over US$1.2 billion to build a new manufacturing facility in India, aiming to diversify its global manufacturing network and bolster supply chain resilience.
  • This marks a significant move for the company, enabling greater flexibility in responding to geopolitical uncertainties and enhancing support for future R&D initiatives.
  • We'll explore how Lam Research's substantial India expansion underpins its...
NYSE:SLB
NYSE:SLBEnergy Services

Schlumberger (SLB) Is Up 6.8% After Analyst Caution and Downward Earnings Revisions – What's Changed

  • In the past week, Schlumberger has faced increased analyst caution, downward earnings estimate revisions, and insider sales ahead of its July 18, 2025, earnings report. A recent fall in consensus EPS and a Zacks Rank #5 (Strong Sell) rating highlight growing bearish sentiment despite some ongoing positive analyst ratings.
  • While some industry analysts remain optimistic about the company's longer-term prospects, the prevailing mood among market observers is focused on lowered...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

The Bull Case For Texas Instruments (TXN) Could Change Following TD Cowen Upgrade on Industrial Demand – Learn Why

  • TD Cowen recently upgraded Texas Instruments to Buy, highlighting the company's strong position for a recovery in industrial chip demand.
  • This change in analyst sentiment has drawn heightened investor attention, especially as the company had not announced major operational updates prior to the upgrade.
  • We'll explore how renewed optimism in industrial demand recovery, as cited by TD Cowen, could reshape Texas Instruments' investment narrative.

NYSE:CVX
NYSE:CVXOil and Gas

Chevron (CVX) Is Up 5.4% After Restructuring Plan and $5B Clean Energy Project - Has The Bull Case Changed?

  • In recent days, Chevron announced an ambitious restructuring plan focused on centralizing operations and implementing workforce reductions to achieve up to US$3 billion in cost savings by 2026, while also advancing a US$5 billion low-carbon hydrogen and ammonia facility in Texas.
  • This move not only signals an acceleration of Chevron's cost efficiency goals, but also highlights its ongoing commitment to clean energy investment and organizational transformation beyond the...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Tesla (TSLA) Is Up 6.7% After Q2 Results Amid Analyst Debate on Growth Path – Has The Bull Case Changed?

  • Tesla recently reported its second-quarter operating results, producing 410,244 vehicles and deploying 9.6 GWh of energy storage products, amid continued focus on autonomous vehicles and energy solutions.
  • The news highlights a split among analysts regarding Tesla's growth path, with ongoing debate about delivery rates, growing competition, and the impact of new initiatives in autonomy and robotics.
  • We'll explore how concerns over persistent delivery challenges and...