Rockwell Automation, Inc. (ROK) Q2 2025 Earnings Call Transcript — Neutral
ROK Seeking Alpha — May 07, 2025Rockwell Automation, Inc. (NYSE:ROK ) Q2 2025 Earnings Conference Call May 7, 2025 8:30 AM ET Company Participants Aijana Zellner - Head of IR and Market Strategy Blake Moret - Chairman and CEO Christian Rothe - CFO Conference Call Participants Andrew Obin - Bank of America Scott Davis - Melius Research Chris Snyder - Morgan Stanley Andy Kaplowitz - Citigroup Julian Mitchell - Barclays Joe O'Dea - Wells Fargo Nigel Coe - Wolfe Research Operator Thank you for holding, and welcome to Rockwell Automation's Quarterly Conference Call. I need to remind everyone that today's conference call is being recorded.

Amazon Stock (NASDAQ: AMZN) Price Prediction and Forecast 2025-2030 for May 7 — Neutral
AMZN 24/7 Wall Street — May 07, 2025Shares of Amazon.com Inc. (NASDAQ: AMZN) popped 1.47% during a.m.

The Manitowoc Company, Inc. (MTW) Q1 2025 Earnings Call Transcript — Neutral
MTW Seeking Alpha — May 07, 2025The Manitowoc Company, Inc. (NYSE:MTW ) Q1 2025 Earnings Conference Call May 7, 2025 11:00 AM ET Company Participants Ion Warner - Senior Vice President, Marketing & Investor Relations Aaron Ravenscroft - President & Chief Executive Officer Brian Regan - Executive Vice President & Chief Financial Officer Conference Call Participants Jerry Revich - Goldman Sachs Steven Fisher - UBS Operator Good morning, and welcome to The Manitowoc Company First Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode.

Apple says searches are shrinking because people are using AI instead. Now Google's stock is tanking. — Negative
AAPL GOOG GOOGL Business Insider — May 07, 2025Google has been worrying about losing search share to AI engines like ChatGPT for a couple of years. It looks like that's started to happen, an Apple executive testified in court.

Grocery Outlet Q1 Earnings Surpass Estimates, Margin Expands — Positive
GO Zacks Investment Research — May 07, 2025GO's Q1 results reflect comparable store sales growth, higher store traffic and notable margin improvements, fueling strong overall revenue performance.

Ardmore Shipping Corporation (ASC) Q1 2025 Earnings Conference Call Transcript — Neutral
ASC Seeking Alpha — May 07, 2025Ardmore Shipping Corporation (NYSE:ASC ) Q1 2025 Earnings Conference Call May 7, 2025 10:00 AM ET Company Participants Gernot Ruppelt - CEO Bart Kelleher - President and CFO Conference Call Participants Jon Chappell - Evercore ISI Omar Nokta - Jefferies Operator Good morning, ladies and gentlemen, and welcome to Ardmore Shipping's First Quarter 2025 Earnings Conference Call. Today's call is being recorded, and an audio webcast and presentation are available in the Investor Relations section of the company's website, ardmoreshipping.com.

Bank of America sees a path to $4K gold in the second half of 2025 — Neutral
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Kitco — May 07, 2025Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada.

Ford hikes prices on these Mexico-produced models, citing Trump's tariffs — Negative
F New York Post — May 07, 2025Ford earlier this week said Trump's trade war would add about $2.5 billion in costs for 2025.

Taylor Morrison CEO: There's certainly housing demand but we're not seeing the typical spring surge — Neutral
TMHC CNBC Television — May 07, 2025Sheryl Palmer, Taylor Morrison chairman and CEO, joins CNBC's 'Squawk on the Street' to discuss outlooks on housing, consumer sentiment, and more.

Super Micro Faces Pressure as Customers Await Nvidia's Blackwell Chips — Negative
SMCI Barrons — May 07, 2025Two analysts lowered the target prices for SMCI stock.

Valaris Wins Major Contract Offshore West Africa Worth $135 Million — Positive
VAL Zacks Investment Research — May 07, 2025VAL's contract offshore West Africa is expected to begin in the third quarter of 2026. The estimated duration of the contract is 250 days.

Olin Corporation's Q1 Earnings Beat Estimates, Revenues Up Y/Y — Positive
OLN Zacks Investment Research — May 07, 2025OLN sees continued ECU value stability and favorable pricing trends in the first quarter.

These 3 Companies Reported Record Quarterly Results — Neutral
CBOE ETN UPWK Zacks Investment Research — May 07, 2025The 2025 Q1 earnings cycle continues its rapid pace, with a fair chunk of S&P 500 companies already delivering their quarterly results. We've still got plenty to hear from, though, with the next few weeks remaining busy.

Amazon crushed Q1 2025 earnings, with significant growth in Cloud and e-Commerce, confirming its strong operating income momentum. Amazon Web Services' rapid growth is pivotal, contributing 19% of total Q1 revenue and 63% of operating income, highlighting its importance. The firm submitted a cautious guidance for Q2 2025 which investors didn't especially like. However, Amazon is still expected to have the fastest growth in the big tech group.

IRSA Inversiones y Representaciones Sociedad Anónima (IRS) Q3 2025 Earnings Call Transcript — Neutral
IRS Seeking Alpha — May 07, 2025IRSA Inversiones y Representaciones Sociedad Anónima (NYSE:IRS ) Q3 2025 Earnings Conference Call May 7, 2025 11:00 AM ET Company Participants Santiago Donato - Investor Relations Matias Gaivironsky - Chief Administrative Officer & Chief Financial Officer Jorge Cruces - CIO Conference Call Participants Santiago Donato Good morning, everyone. I'm Santiago Donato, Investor Relations Officer of IRSA, and I welcome you to the Third Quarter of Fiscal Year 2025 Results Conference Call.

Freshpet shares plunged due to slower growth, operating losses, and reduced full-year guidance, raising concerns about high valuations and capital spending requirements. Freshpet's long-term potential in the premium pet food market remains, but high expectations and recent growth slowdown warrant caution. Despite impressive historical growth, Freshpet's recent financials show a decline in operating momentum, with increased marketing expenses and legal bills impacting profitability.

Trimble Inc. (NASDAQ:TRMB ) Q1 2025 Earnings Conference Call May 7, 2025 8:00 AM ET Company Participants Rob Painter - President and CEO Phil Sawarynski - CFO Conference Call Participants Kristen Owen - Oppenheimer Devin Au - KeyBanc Capital Markets Tami Zakaria - JPMorgan Jonathan Ho - William Blair Rob Wertheimer - Melius Research Chad Dillard - Bernstein Robert Mason - Baird Jerry Revich - Goldman Sachs Operator Hello and welcome to Trimble First Quarter 2025 Financial Results Conference Call. All lines have been placed on mute to prevent any background noise.

Zeekr shares jump as Geely offers $2.2B to take EV unit private — Positive
GELYF GELYY ZK Proactive Investors — May 07, 2025Zeekr shares surged more than 10% in New York on Wednesday after parent company Geely Automobile offered to take the premium electric vehicle maker private in a $2.2 billion deal, just a year after its US listing. Geely, which currently holds 65.7% of Zeekr's outstanding share capital, said it plans to buy all remaining American depositary shares at $25.66 each — a 13.6% premium to the stock's last close.

Apple looks to add AI search to company's browser, Bloomberg reports — Positive
AAPL Reuters — May 07, 2025Apple is "actively looking" to reshape the Safari web browser to focus on AI-powered search engines, Bloomberg News reported on Wednesday, citing an Apple executive's disclosures in the U.S. Justice Department's lawsuit against Alphabet.

2025 Upton Sinclair Lecture: Protecting Miners: Insights Into Black Lung Disease and Regulatory Challenges — Neutral
SBGI Business Wire — May 07, 2025FALLS CHURCH, Va.--(BUSINESS WIRE)-- #aihaconnect--AIHA 2025 Upton Sinclair Lecture Announced - Protecting Miners: Insights Into Black Lung Disease and Regulatory Challenges.
