According to Visible Alpha consensus, by 2029, Blinkit, the quick commerce division of Indian food delivery company Zomato, is projected to become its largest revenue segment. Dive into the analysis: hubs.li/Q02BL_GY0

Based on Visible Alpha consensus, share repurchases by top U.S. banks are set to rise in 2024, following a more modest growth in 2023, which was influenced by the Basel III bank capital reforms proposed in July last year. Dive into the analysis: hubs.li/Q02Cd_j30

Based on Visible Alpha consensus Eli Lilly’s (NYSE: $LLY) donanemab is estimated to reach $4.6 billion in risk-adjusted revenues by 2033. The current POS stands at 91.9%, expected to rise given the recent positive Advisory Committee review. Learn more: hubs.li/Q02CjbcH0

Apple (NASDAQ: $AAPL) made a number of new announcements during its Worldwide Developers Conference (WWDC) keynote on June 10, 2024, most notably Apple Intelligence. What happened during the conference and what are analysts expecting? hubs.li/Q02Ck8Qv0

According to Visible Alpha consensus estimates, Reddit (NYSE: $RDDT) is poised for accelerated growth in its data licensing & others division, with growth expected to surge by +466% in 2024. Dive into the analysis: hubs.li/Q02CG4cf0

Capstone Copper (TSE: CS) is expected to see robust growth in copper production and revenue in 2024, driven primarily by the Canadian mining company’s Mantoverde mine in Chile. Dive into the analysis: hubs.li/Q02D1BHd0

Gritstone Bio (NASDAQ: $GRTS) is developing a next-generation personalized therapeutic cancer vaccine based on its tumor-specific neoantigen platform. Analysts see risks ahead. Dive into the analysis. hubs.li/Q02DcxFS0

Will next-generation, AI-enabled laptops and smartphones serve as a catalyst for a new hardware replacement cycle in enterprises? Dive into the analysis: hubs.li/Q02F9gSh0

Chinese online retailer PDD Holdings (NASDAQ: $PDD) has experienced rapid growth in recent years, primarily driven by its international discount app Temu. Analysts anticipate continued expansion of its market share against competitors. Explore the analysis:hubs.li/Q02FgN5n0

Investment banking revenues at major U.S. banks are projected to bounce back in 2024, fueled by increased activity in mergers and debt transactions following a two-year downturn. Dive into the analysis: hubs.li/Q02G3krv0

On Yahoo Finance, our TMT Analyst, Melissa Otto, shared her insights on Amazon's upcoming Prime Day promotions and on the outlook for Amazon's retail business. Discover what the market is expecting. hubs.li/Q02GrLz-0

Netflix Inc. (NASDAQ: $NFLX) will report Q2 2024 results on Thursday, July 18, 2024. Here are the key numbers that we’re watching: hubs.li/Q02GyBz80

On Bloomberg Radio our TMT Analyst shared her takeaways from the recent inflation print, noting that a potential Sept. rate cut may be back on the table. Listen to the full interview at 40:00 for her insights into big tech this earnings season and more: hubs.li/Q02GDXyy0

Pool Corporation (NASDAQ: $POOL) lowered its 2024 earnings outlook due to weakened demand in the pool construction sector. Visible Alpha consensus estimates show analysts have significantly lowered estimates for the company amid the seasonal demand shifts.hubs.li/Q02GK-840

Australian oil and gas producer Strike Energy Limited (ASX: STX) is poised for strong growth in production volumes and revenue in 2024, buoyed by the company’s Walyering gas field in Australia starting production. Dive into the analysis: hubs.li/Q02H5lL50

The Visible Alpha AI Monitor aggregates publicly-traded U.S. technology companies, providing a comprehensive measure of the current state and projected growth of the core AI industry. Dive into the latest update here: hubs.li/Q02HM-Z_0

Western Digital Corporation (NASDAQ: $WDC) is poised for a cyclical recovery in 2024 after experiencing significant declines in price and revenue last year. Dive into the analysis: hubs.li/Q02HR6tm0

Meta (NASDAQ: $META) & Apple (NASDAQ: $AAPL) will report results next week. Here are the key numbers that we’re watching. hubs.li/Q02HXQqr0

U.S. semiconductor and infrastructure software solutions provider, Broadcom (NASDAQ: $AVGO), is poised for robust revenue growth in 2024, primarily fueled by its infrastructure software revenue segment. Dive into the analysis: hubs.li/Q02H_DDr0

Is demand for AI still strong following $NVDA’s recent quarterly report?   Head of TMT Research Melissa Otto spoke with Bloomberg ahead of $AVGO’s earnings results, as investors hope it could revive the AI trade. Read the full article for Melissa’s take: okt.to/zM2xUT