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Showing episodes and shows of
Mark Dalli
Shows
Equity Research (Q2 2025 Earnings)
Nike Q4 Results and Strategic Reset June 26th 2025
Nike’s Q4 and full-year earnings reveal sharp declines and varied performance across regions. Ray and Mark break down the numbers, explore Nike’s new strategies, and discuss key athlete partnerships and product launches shaping the brand’s future.
2025-06-28
09 min
Equity Research (Q2 2025 Earnings)
Tariffs, Tensions, and Turbulence
This episode breaks down the economic and market impacts of the One Big Beautiful Bill Act, recent financial market volatility, and the latest inflation data. Join Ray and Mark as they analyze key policy moves, market reactions, and what investors need to know now.
2025-06-14
06 min
Equity Research (Q2 2025 Earnings)
Market Volatility and Global Shifts
This episode dives into the latest market swings, corporate earnings surprises, and global economic and political events shaping investor sentiment. We break down the key data points and trends influencing equities, bonds, and commodities.
2025-05-30
10 min
Equity Research (Q2 2025 Earnings)
Inside NVIDIA's Blockbuster Q1 2026
NVIDIA posts a record-breaking quarter, fueled by AI and gaming growth, but faces headwinds from export restrictions and rising costs. Ray and Mark break down the numbers and the impact of regulatory changes for investors.
2025-05-29
07 min
Equity Research (Q2 2025 Earnings)
Market Turbulence and Political Maneuvers
This episode unpacks a week of market volatility, political deals, and international tensions. We break down the drivers behind major stock swings, dissect key legislative moves in the U.S. and India, and explore the broader implications for investors.
2025-05-23
07 min
Equity Research (Q2 2025 Earnings)
Google AI Acceleration
A deep dive into Google's rapid AI advancements from I/O 2023 to I/O 2025, exploring major launches, developer adoption, and real-world impact. Discover how Gemini models, new generative tools, and strategic product integrations are reshaping Google's business and user experience.
2025-05-21
08 min
Equity Research (Q2 2025 Earnings)
Decoding AMD's Financial Triumphs
Join Ray Marce and Mark Dalli as they dive into AMD's Q1 2025 financial results, exploring record revenues, strategic acquisitions, and the company's AI ambitions. Gain insights into AMD's market performance and future outlook, with expert analysis and engaging anecdotes.
2025-05-07
08 min
Equity Research (Q2 2025 Earnings)
Meta's Revenue Milestone and Growth Strategy
Meta posted $42.314 billion in Q1 2025 revenue with a 16% year-over-year growth, fueled by advertising and geographical segmentation. The company saw increased user engagement, improved ad impressions, and a stronger operating margin, supported by investments in AI and infrastructure. Despite facing regulatory hurdles in Europe, Meta continues to lead the digital advertising space and energize investor confidence.
2025-05-01
08 min
Equity Research (Q2 2025 Earnings)
First Solar's 2025 Outlook and Industry Strategies
First Solar reports $209.5M in Q1 2025 net income alongside production highlights from Series 6 and Series 7 modules. This episode discusses liquidity challenges, scaling efforts with their Louisiana facility, and industry impacts of new tariffs and patent disputes with JinkoSolar. Learn how First Solar is navigating financial and operational challenges amidst growing solar demand.
2025-04-30
09 min
Equity Research (Q2 2025 Earnings)
PayPal and Venmo's Strategic Growth in 2025
PayPal reported a strong Q1 2025, with 7% growth in transaction margin dollars and Total Payment Volume reaching $417.2 billion. Venmo continues to stand out, achieving 20% revenue growth and driving innovation in peer-to-peer payments. This episode examines their strategic focus on innovation and guidance for 2025 amid economic uncertainties.
2025-04-30
08 min
Equity Research (Q2 2025 Earnings)
Alphabet's 2025 Q1 Growth and Future Plans
Alphabet reports a 12% revenue surge to $90.2 billion in Q1 2025, fueled by search and YouTube growth. The episode examines rising AI and cloud revenues, Waymo's expansion, and ambitious sustainability goals, alongside the impact of regulatory challenges and capital expenditures on its future plans.
2025-04-26
07 min
Equity Research (Q2 2025 Earnings)
Tesla Q1 2025 Results and Musk's Vision
Tesla's Q1 2025 report reveals a revenue drop to $19.34 billion and a sharp decline in automotive sales, contrasted by a 67% energy revenue growth. Elon Musk remains optimistic, emphasizing Tesla's potential market leadership and future autonomy testing goals. Join us as we review Tesla's financial trends, factory challenges, and energy ambitions.
2025-04-26
11 min
Equity Research (Q2 2025 Earnings)
Tesla's Q4 Success and 2025 Vision
This episode covers Tesla's Q4 highlights, including $7.1 billion in operating income and record energy gross profits. We discuss achievements like Model Y's global success, expansion in Shanghai and Monterrey, and the outlook for affordable models and self-driving advancements in 2025. Hear insights on risks, innovations, and what sets Tesla apart in the automotive market.
2025-02-02
08 min
Equity Research (Q2 2025 Earnings)
Verizon's 2024 Wins and 2025 Vision
Verizon closed 2024 with strong financials, including $20B in wireless revenue and $5.4B in free cash flow. This episode breaks down their customer growth, key strategic moves, and AI plans targeting a $40B market by 2030. Learn how Verizon's investments and innovations position them for sustained leadership in a competitive telecommunications landscape.
2025-01-25
08 min
Equity Research (Q2 2025 Earnings)
TSMC's Innovations, Financial Success, and ESG Leadership
TSMC continues to lead the semiconductor industry with cutting-edge innovations like 3nm technology and strong financial results, including NT$868.46 billion in Q4 2024 revenue. With its global ESG milestones, such as the Taichung Zero Waste Manufacturing Center and inclusion in major sustainability indices, TSMC sets an example in corporate responsibility. This episode covers how TSMC combines innovation, financial stability, and ethical practices to maintain its market dominance.
2025-01-17
08 min
URBAN & CLUB MUSIC by Dj IBO DALLI
N°32 RNB 90'S New Jack (Destiny Child's/ Aaliyah/ Montell Jordan & More)
01. Montell Jordan - Once Upon A Time 02. Whitney Houston- Heartbreak Hotel 03. Destiny’s Child - Say My Name 04. Aaliyah - Are You That Somebody 05. Ginuwine - My Pony 06. Usher - You Make Me Wanna 07. Davina - So Good 08. The Fugees - Ready Or Not 09. Blackstreet Ft. Dr Dre - No Diggity 10. Brandy - Baby 11. Destiny’s Child - No No No 12. B.I.G Ft. Faith Evans & Mary J. Blige - One More Chance 13. Brandy & Monica - The Boy Is Mine 14. Tony Braxton - He Wasn’t Man En...
2022-09-26
53 min
URBAN & CLUB MUSIC by Dj IBO DALLI
N°4 Special Old School Hip Hop R&B
01. R. Kelly Ft Kieth Murray - Home Alone 02. Montell Jordan - This Is How We Do It 03. Faith Evans - Love Like This Before 04. The Notorious B.I.G - Mo Money, Mo problems 05. Boyz II Men - Can’t Ler Her Go 06. Montell Jordan - Get It On Tonight 07. Luther Vandross - Nights In Harlem 08. Donnell Jones Ft. Left Eye - U Know What’s Up 09. Ruff Endz - No More 10. Def Bond Ft. Matt Houston - Bouge Ton Boule 11. Ini Kamoze - Here Comes The Hotstepper 12. Mark Morr...
2015-05-11
57 min