UGI Corporation (NYSE:UGI ) Q2 2025 Earnings Conference Call May 8, 2025 9:00 AM ET Company Participants Tameka Morris - Senior Director, Investor Relations Bob Flexon - President and Chief Executive Officer Sean O'Brien - Chief Financial Officer Conference Call Participants Gabriel Moreen - Mizuho Julien Dumoulin-Smith - Jefferies Operator Hello, and welcome to the UGI Corporation Fiscal 2025 Second Quarter Earnings Conference Call. At this time, all participants are in a listen-only mode.

The New York Times Company's Q1 results reflect a year-over-year increase in subscription revenues. Management expects Q2 subscription revenues to ascend 8-10%.

Markets are likely to remain volatile. Utility stocks, which are considered defensive, such as AES, DTE, ATO and AWK are safe bets.

Investors need to pay close attention to Cass Information Systems stock based on the movements in the options market lately.

B&G Foods'` fiscal first-quarter results reflect weak volumes and pricing, with a 10.5% sales drop. Management revises its 2025 outlook.

KMT's fiscal third-quarter 2025 revenues decrease 5.7% due to the lackluster performance of the Metal Cutting segment.

NEW ORLEANS, May 08, 2025 (GLOBE NEWSWIRE) -- ClaimsFiler, a FREE shareholder information service, reminds investors that they have until May 12, 2025 to file lead plaintiff applications in securities class action lawsuits against Fluence Energy, Inc. (NasdaqGS: FLNC), if they purchased the Company's shares between October 28, 2021 and February 10, 2025, inclusive (the “Class Period”). These actions are pending in the United States District Court for the Eastern District of Virginia.

The Carlyle Group, Inc. (NASDAQ:CG ) Q1 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Daniel Harris - Partner & Head, Public Investor Relations Harvey Schwartz - CEO & Director John Redett - CFO & Head, Corporate Strategy Conference Call Participants Ben Budish - Barclays Alex Blostein - Goldman Sachs Patrick Davitt - Autonomous Research Brian Bedell - Deutsche Bank Brian McKenna - Citizens Ken Worthington - JPMorgan Mike Brown - Wells Fargo Michael Cyprys - Morgan Stanley Bill Katz - TD Cowen Kyle Voigt - KBW Operator Good day, and thank you for standing by. …

NEW ORLEANS, May 08, 2025 (GLOBE NEWSWIRE) -- ClaimsFiler, a FREE shareholder information service, reminds investors that they have until June 3, 2025 to file lead plaintiff applications in a securities class action lawsuit against Viatris Inc. (“Viatris” or “the Company”) (NasdaqGS: VTRS), if they purchased the Company's securities between August 8, 2024 and February 26, 2025, inclusive (the “Class Period”). This action is pending in the United States District Court for the Western District of Pennsylvania.

Investment instruments are designed for specific tasks; using them incorrectly can lead to suboptimal results, much like using a hammer on a screw. BlackRock MuniAssets Fund (MUA) focuses on lower credit quality municipal bonds to provide Federal tax-free income, making it more attractive to high-income taxpayers. Muni bond funds offer tax advantages, particularly for those in higher tax brackets, but come with credit risk that requires diversification.

Dutch Bros has been an investor favorite, with shares up ~5% YTD and doubling over the past year, but its valuation is now too high at >30x forward adjusted EBITDA. The company is seeing relatively weak same-shop growth, as it laps prior-year price increases with arguably little room to raise prices further. Higher labor costs are eating into the company's operating margin profile, while coffee tariffs will burden margins through the remainder of the year.

The Vanguard Total International Stock Index Fund ETF Shares receives a sell rating due to its lack of high-quality holdings and significant exposure to underperforming companies. Political uncertainty, a slowing economy, and cautious Fed policies make targeted financial strategies more effective than investing in benchmarks. VXUS has underperformed the S&P 500 and peers due to its narrow focus on non-US companies and limited exposure to top-performing American sectors.

Nebius Group N.V. is making strategic deals that'll boost growth and should benefit from external forces, from Trump altering Biden's chip export ban. The stock should easily cross +$30 per share. Nebius just got in bed with Bezos Expeditions with a $72 million investment in Toloka, and I think this will boost outlook. I'm expecting the renting price of GPUs, which is Nebius' main business, to go up with increased demand for Blackwell and a bigger international market to tap into.

Novavax, Inc. (NASDAQ:NVAX ) Q1 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Luis Sanay - Vice President, Investor Relations John Jacobs - President and Chief Executive Officer Ruxandra Draghia-Akli - Executive Vice President, Head of Research and Development Jim Kelly - Executive Vice President, Chief Financial Officer and Treasurer John Trizzino - President and Chief Operating Officer Conference Call Participants Roger Song - Jefferies Mayank Mamtani - B. Riley Securities Alec Stranahan - Bank of America Securities Tom Shrader - BTIG Eric Joseph - JPMorgan Chris LoBianco - TD Securities Operator Good morning and welcome …

I gave a buy rating to Amkor Technology, whose key role in manufacturing packaging for semiconductors makes many modern tech and AI functions possible. Global supply chain capabilities and a planned expansion in Arizona should help drive future scale for this firm. I found the stock being undervalued vs its sector, with a 3-year price target expecting upside potential.

Coinbase Global Inc (NASDAQ:COIN) announced on Thursday it will acquire Deribit, the world's largest crypto options exchange by volume, for $2.9 billion in a landmark deal that positions the US-based company as the top global platform for crypto derivatives. The acquisition, which includes $700 million in cash and 11 million Coinbase shares, marks the largest merger and acquisition in the history of the cryptocurrency industry, according to the Wall Street Journal.

Costco's sales rose 7% year-over-year in April as analysts said members did more of their shopping at its warehouses.

NEW ORLEANS, May 08, 2025 (GLOBE NEWSWIRE) -- ClaimsFiler, a FREE shareholder information service, reminds investors that they have until May 16, 2025 to file lead plaintiff applications in a securities class action lawsuit against The Bancorp, Inc. (“Bancorp” or the “Company”) (NasdaqGS: TBBK), if they purchased the Company's securities between January 25, 2024 and March 4, 2025, inclusive (the “Class Period”). This action is pending in the United States District Court for the District of Delaware.

APLS stock falls as it reports weaker-than-expected first-quarter 2025 results, wherein both earnings and revenues miss estimates.

President Trump has announced his first trade deal after shocking the world with his April 2 announcement of bigger-than-expected reciprocal tariffs. S&P 500 futures rallied early on hope that the U.S.-U.K. trade deal could serve as a launching pad for a deal with the European Union and other key trading partners.