GM "Solid" Quarter, Tariff Uncertainty Drives Stock Off-Track — Neutral
GM Schwab Network — April 29, 2025General Motors (GM) posted an earnings beat but delayed its conference call due to a lack of clarity on tariffs. Karl Brauer says the Trump administration needs to focus on long-term tariff plans to ensure the auto industry stays on a track to profitability.

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of RH - RH — Neutral
RH GlobeNewsWire — April 29, 2025NEW YORK, April 29, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of RH (“RH” or the “Company”) (NYSE: RH). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

Tesla board member and Airbnb co-founder Joe Gebbia acquired about 4,000 shares of the automaker's stock, a purchase that has a value of about $1 million and change, according to a regulatory filing. That's not a significant stock purchase, and certainly not for the billionaire board member, as Electrek noted in its reporting.

Piedmont Office Realty Trust, Inc. (PDM) Q1 2025 Earnings Call Transcript — Neutral
PDM Seeking Alpha — April 29, 2025Piedmont Office Realty Trust, Inc. (NYSE:PDM ) Q1 2025 Earnings Conference Call April 29, 2025 9:00 AM ET Company Participants Laura Moon – Executive Vice President and Chief Accounting Officer Brent Smith – President and Chief Executive Officer George Wells – Chief Operating Officer Chris Kollme – Executive Vice President-Investments Sherry Rexroad – Chief Financial Officer Conference Call Participants Dylan Burzinski – Green Street Nick Thillman – Baird Operator Greetings. Welcome to the Piedmont Office Realty Trust First Quarter 2025 Earnings Call.

Amazon: Listing import charges was never a consideration on main Amazon site — Neutral
AMZN CNBC Television — April 29, 2025Amazon issued a response to the White House slamming the company for reportedly planning to display the cost of President Donald Trump's tariffs next to the total price of products on its site. An Amazon spokesperson told CNBC that the company was only ever considering listing tariff charges on some products for Amazon Haul, its budget-focused shopping section, and not on its main site.

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of OSI Systems, Inc. - OSIS — Neutral
OSIS GlobeNewsWire — April 29, 2025NEW YORK, April 29, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of OSI Systems, Inc. (“OSI” or the “Company”) (NASDAQ: OSIS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

Commvault Systems, Inc. (CVLT) Q4 2025 Earnings Call Transcript — Neutral
CVLT Seeking Alpha — April 29, 2025Commvault Systems, Inc. (NASDAQ:CVLT ) Q4 2025 Earnings Conference Call April 29, 2025 8:30 AM ET Company Participants Mike Melnyk – Head-Investor Relations Sanjay Mirchandani – President and Chief Executive Officer Jen DiRico – Chief Financial Officer Conference Call Participants Eric Heath – KeyBanc Capital Markets Aaron Rakers – Wells Fargo Param Singh – Oppenheimer Rudy Kessinger – D.A. Davidson James Fish – Piper Sandler Howard Ma – Guggenheim Securities Operator Thank you for standing by.

JetBlue Airways Corporation (JBLU) Q1 2025 Earnings Conference Call Transcript — Neutral
CINF Seeking Alpha — April 29, 2025JetBlue Airways Corporation (JBLU) Q1 2025 Earnings Conference Call April 29, 2025 11:00 AM ET Company Participants Dennis McDaniel - IRO Steve Spray - President & CEO Mike Sewell - EVP & CFO Conference Call Participants Michael Phillips - Oppenheimer Mike Zaremski - BMO Capital Markets Josh Shanker - Bank of America Paul Newsome - Piper Sandler Meyer Shields - KBW Operator Good day and welcome to the Cincinnati Financial Corporation First Quarter 2025 Earnings Conference Call. All participants will be in the listen only mode.

TAP's Innovations on Track: Topo Chico Hard Debuts Margarita Beverages — Neutral
TAP Zacks Investment Research — April 29, 2025Molson Coors is focused on portfolio premiumization and innovations. Topo Chico Hard Seltzer is extending its portfolio into flavored alcoholic beverages.

YUM! Brands to Report Q1 Earnings: What's in the Offing? — Positive
YUM Zacks Investment Research — April 29, 2025YUM's first-quarter 2025 results are likely to gain from strong same-store sales growth, expansion of units and a stellar performance from KFC.

WM Earnings Beat Estimates in Q1, Revenues Appreciate 17% Y/Y — Positive
WM Zacks Investment Research — April 29, 2025WM's top line in the first quarter of 2025 improves on the back of robust segmental performances.

Is Lending Tree Stock Worth Investing Ahead of Its Q1 Earnings? — Positive
TREE Zacks Investment Research — April 29, 2025TREE is set to report first-quarter 2025 results next week. Read on to know whether you should buy the stock now or wait.

Welltower's Q1 FFO & Revenues Beat Estimates, Same Store NOI Rises — Positive
WELL Zacks Investment Research — April 29, 2025WELL's Q1 FFO outshines estimates, driven by a rise in revenues. Same Store NOI improves year over year.

These Were the Best and Worst S&P 500 Stocks During Trump's First 100 Days — Neutral
PLTR PM Barrons — April 29, 2025The S&P 500 saw the steepest decline over the 100 days since Richard Nixon's second term in 1973.

With the recent $329 million in insurance recoveries, Air Lease may have reached its targeted 2.5x debt-to-equity level, opening the door to potential repurchases. Air Lease trades at a substantial discount to an estimated $71-$72 in book value, making repurchases at this level enormously accretive. The weaker dollar could benefit Air Lease and lead to increased aircraft sales beyond the $2 billion guidance.

Hillman Solutions Corp. (HLMN) Q1 2025 Earnings Call Transcript — Neutral
HLMN Seeking Alpha — April 29, 2025Hillman Solutions Corp. (NASDAQ:HLMN ) Q1 2025 Earnings Conference Call April 29, 2025 8:30 AM ET Company Participants Michael Koehler - Vice President of Investor Relations & Treasury Jon Michael Adinolfi - President & Chief Executive Officer Rocky Kraft - Chief Financial Officer Conference Call Participants Lee Jagoda - CJS Securities Anika Dholakia - Barclays Investment Bank Stephen Volkmann - Jefferies David Manthey - Baird Reuben Garner - Benchmark Madison Callinan - Canaccord Genuity Operator Good morning and welcome to the First Quarter 2025 Results Presentation for Hillman Solutions Corp. My name is Gigi and I'll be your conference call …

A. O. Smith Corporation (AOS) Q1 2025 Earnings Call Transcript — Neutral
AOS Seeking Alpha — April 29, 2025A. O. Smith Corporation. (NYSE:AOS ) Q1 2025 Earnings Conference Call April 29, 2025 10:00 AM ET Company Participants Helen Gurholt - VP, IR and Financial Planning & Analysis Kevin Wheeler - Chairman & CEO Stephen Shafer - President and Chief Operating Officer Charles Lauber - CFO Conference Call Participants Jeff Hammond - Keybanc Capital Markets Mike Halloran - Baird Saree Boroditsky - Jefferies Bryan Blair - Oppenheimer Scott Graham - Seaport Research Partners Andrew Kaplowitz - Citi David MacGregor - Longbow Research Damian Karas - UBS Operator Thank you for standing by.

Amazon says it has no plans to display import-related charges on its website following White House protests. “The team that runs our ultra low cost Amazon Haul store considered the idea of listing import charges on certain products,” Amazon spokesperson Tim Doyle said in a statement provided to PYMNTS Tuesday (April 29).

Chili's Parent's Stock Plunges After Strong Earnings. Economic Uncertainty Could Be the Culprit. — Negative
EAT Barrons — April 29, 2025Before Tuesday's fall, Brinker's shares have been on a tear this year compared with its peers.

Trump called Bezos to complain about Amazon report, media reports say — Neutral
AMZN Reuters — April 29, 2025U.S. President Donald Trump called Amazon Executive Chairman Jeff Bezos on Tuesday morning to complain about a report the company planned to display prices that show the impact of tariffs, according to multiple media outlets.
