Calls of the Day: Applovin Corp, Costar, Cheniere, Spotify Tech and Raymond James — Positive
APP CSGP SPOT CNBC Television — April 30, 2025Wedbush sticks with its Outperform on AppLovin (APP) — Joe Terranova, Senior Managing Director at Virtus, owns the stock and shares his take. The rest of the Investment Committee weighs in on how their stocks are performing.

FDA Approves Johnson & Johnson's IMAAVYTM (nipocalimab-aahu) a New Treatment for Myasthenia Gravis (MG), Offering Hope for Families — Neutral
JNJ GlobeNewsWire — April 30, 2025First and only FcRn blocker approved in anti-AChR and anti-MuSK antibody positive adults and pediatric gMG patients aged 12 and older. First and only FcRn blocker approved in anti-AChR and anti-MuSK antibody positive adults and pediatric gMG patients aged 12 and older.

Shenandoah Telecommunications Company (SHEN) Q1 2025 Earnings Call Transcript — Neutral
SHEN Seeking Alpha — April 30, 2025Shenandoah Telecommunications Company (NASDAQ:SHEN ) Q1 2025 Earnings Conference Call April 30, 2025 8:30 AM ET Company Participants Kirk Andrews – Director-Financial Planning and Analysis Chris French – President and Chief Executive Officer Jim Volk – Senior Vice President-Finance and Chief Financial Officer Ed McKay – Executive Vice President and Chief Operating Officer Conference Call Participants Frank Louthan – Raymond James & Associates Hamed Khorsand – BWS Financial Operator Good morning, everyone. Welcome to the Shenandoah Telecommunications First Quarter 2025 Earnings Conference Call.

BrightSpire Capital, Inc. (BRSP) Q1 2025 Earnings Call Transcript — Neutral
BRSP Seeking Alpha — April 30, 2025BrightSpire Capital, Inc. (NYSE:BRSP ) Q1 2025 Earnings Conference Call April 30, 2025 10:00 AM ET Company Participants David Palame - General Counsel Michael Mazzei - CEO Andrew Witt - President and COO Frank Saracino - CFO and EVP Conference Call Participants Steve Delaney - Citizens JMP Jason Weaver - JonesTrading John Nicodemus - BTIG Randy Binner - B. Riley Gaurav Mehta - Alliance Global Partners Operator Good day, and welcome to the BrightSpire Capital Inc. First Quarter 2025 Earnings Call.

Google CEO Sundar Pichai testifies ‘extraordinary' DOJ remedies would cause ‘many unintended consequences' — Neutral
GOOG GOOGL New York Post — April 30, 2025Google CEO Sundar Pichai tried to convince a federal judge on Wednesday that the Justice Department's proposed plan to break up its search monopoly would have “many unintended consequences.”

Riot Platforms Set to Report Q1 Earnings: What's in the Offing? — Positive
RIOT Zacks Investment Research — April 30, 2025The acquisition of E4A is anticipated to have boosted RIOT's top line in the first quarter of 2025.

SPOT Vs DAVE: Which Disruptive App Stock is a Smarter Bet Today? — Positive
DAVE SPOT Zacks Investment Research — April 30, 2025Spotify and Dave are both contenders for market dominance. Let us find out which disruptive app stock does it better.

Primis Financial Corp. (FRST) Q1 2025 Earnings Call Transcript — Neutral
FRST Seeking Alpha — April 30, 2025Primis Financial Corp. (NASDAQ:FRST ) Q1 2025 Earnings Conference Call April 30, 2025 10:00 AM ET Company Participants Matthew Switzer - Chief Financial Officer Dennis Zember - President and Chief Executive Officer Conference Call Participants Christopher Marinac - Janney Montgomery Scott LLC Russell Gunther - Stephens Inc. Operator Good morning. My name is Aaron, and I will be your conference operator for today.

Why Amazon, Meta Platforms, and Alphabet Slumped on Wednesday — Negative
AMZN GOOGL META The Motley Fool — April 30, 2025The U.S. economy has run consistently higher over the past couple of years. However, recent concerns about tariffs, the burgeoning trade war with China, and the impact of the broader uncertainty on the economy have fueled significant stock market volatility.

Final Trades: Berkshire Hathaway, Vertex Pharma, S&P Global and CME Group — Neutral
BRK-A BRK-B CME VRTX CNBC Television — April 30, 2025Final Trades are in! The Investment Committee reveals their top picks to close out the day—don't miss it!

Fair Isaac Q2 Earnings Top Estimates, Revenues Rise Y/Y, Shares Fall — Positive
FICO Zacks Investment Research — April 30, 2025FICO's second-quarter fiscal 2025 results benefit from higher revenues and the continuous success of the scores segment from mortgage originations.

Mercado Pago's First Employee Paula Arregui, Senior VP of Acquiring, Talks Fintech's Growth in Latin America and Winning Acquiring on Inside Mercado Libre — Neutral
MELI GlobeNewsWire — April 30, 2025Montevideo, Uruguay,, April 30, 2025 (GLOBE NEWSWIRE) -- Mercado Libre (NASDAQ: MELI), the leading e-commerce and fintech platform in Latin America, released the sixth episode of its podcast series, Inside Mercado Libre, "Acquiring with Paula Arregui, Fintech Acquiring Senior Vice President.” The Inside Mercado Libre podcast, hosted by Investor Relations Officer, Richard Cathcart, provides investors with unique access to the company executives' strategic perspectives.

UMB Financial Corporation (UMBF) Q1 2025 Earnings Call Transcript — Neutral
UMBF Seeking Alpha — April 30, 2025Call Start: 09:30 January 1, 0000 10:31 AM ET UMB Financial Corporation (NASDAQ:UMBF ) Q1 2025 Earnings Conference Call April 30, 2025, 09:30 AM ET Company Participants Kay Gregory - Investor Relations Mariner Kemper - President & Chief Executive Officer Ram Shankar - Chief Financial Officer Jim Rine - Chief Executive Officer, UMB Bank Conference Call Participants Chris McGratty - KBW David Long - Raymond James Nathan Race - Piper Sandler Jared Shaw – Barclays Timur Braziler - Wells Fargo Brian Wilczynski - Morgan Stanley Jon Arfstrom - RBC Capital Markets Operator Hello everyone. Thank you for attending today's UMB …

Is Monolithic Power Systems A Smart Buy Amid The Tariff Turmoil? — Positive
MPWR Seeking Alpha — April 30, 2025Monolithic Power Systems is a high-quality, fabless semiconductor company that easily gets overshadowed by the Nvidias of the world. MPWR is increasing shareholder yield and in a growing industry. The stock is down nearly 40% from its all-time high, presenting a buying opportunity for a company benefiting from secular growth trends in AI, EV, and data centers.

Oddity Tech Ltd. (ODD) Q1 2025 Earnings Call Transcript — Neutral
ODD Seeking Alpha — April 30, 2025Oddity Tech Ltd. (NASDAQ:ODD ) Q1 2025 Earnings Conference Call April 30, 2025 8:30 AM ET Company Participants Maria Lycouris - Investor Relations Oran Holtzman - Co-Founder & Chief Executive Officer Lindsay Drucker Mann - Global Chief Financial Officer Conference Call Participants Youssef Squali - Truist Securities Mark Mahaney - Evercore ISI Cory Carpenter - JPMorgan Dara Mohsenian - Morgan Stanley Andrew Boone - Citizens JMP Operator Good morning.

Orion Group Holdings, Inc. (ORN) Q1 2025 Earnings Call Transcript — Neutral
ORN Seeking Alpha — April 30, 2025Orion Group Holdings, Inc. (NYSE:ORN ) Q1 2025 Earnings Call April 30, 2025 9:00 AM ET Company Participants Margaret Boyce - Investor Relations Travis Boone - Chief Executive Officer Scott Thanisch - Chief Financial Officer Conference Call Participants Aaron Spychalla - Craig-Hallum Julio Romero - Sidoti & Company Brent Thielman - D.A. Davidson Liam Burke - B.

Treace Medical Concepts, Inc. Securities Fraud Class Action Lawsuit Pending: Contact Levi & Korsinsky Before June 10, 2025 to Discuss Your Rights - TMCI — Neutral
TMCI Accesswire — April 30, 2025NEW YORK, NY / ACCESS Newswire / April 30, 2025 / If you suffered a loss on your Treace Medical Concepts, Inc. (NASDAQ:TMCI) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/treace-medical-concepts-inc-lawsuit-submission-form-2?prid=146255&wire=1 or contact Joseph E. Levi, Esq.

Illinois Tool Works Inc. (ITW) Q1 2025 Earnings Call Transcript — Neutral
ITW Seeking Alpha — April 30, 2025Illinois Tool Works Inc. (NYSE:ITW ) Q1 2025 Earnings Conference Call April 30, 2025 10:00 AM ET Company Participants Erin Linnihan - Vice President of Investor Relations Christopher A. O'Herlihy - President and Chief Executive Officer Michael M.

Newell's Q1 Loss Narrower Than Expected, Core Sales Down 2.1% — Negative
NWL Zacks Investment Research — April 30, 2025NWL reports a sales decline in first-quarter 2025, owing to a core sales drop of 2.1% year over year.

Mondelez Q1 Earnings Beat Estimates, Net Revenues Rise 0.2% Y/Y — Positive
MDLZ Zacks Investment Research — April 30, 2025MDLZ's first-quarter results reflect strong organic growth, resilient pricing and gains from the Evirth acquisition.
