Marriott International, Inc. (NASDAQ:MAR ) Morgan Stanley Travel and Leisure Conference Call June 3, 2025 8:45 AM ET Company Participants Anthony Capuano - President and Chief Executive Officer Conference Call Participants Stephen Grambling - Morgan Stanley Stephen Grambling Well, we're rolling right along here from the world's largest vacation ownership business to Tony Capuano, President and CEO of Marriott, the world's largest hotel company. Tony, thanks for being here.

Micron's HBM revenue surpassed $1 billion in Q2 FY25, growing over 50% QoQ, with 2025 supply fully sold out. The company raised its 2025 HBM TAM estimate to over $35 billion, driven by accelerating AI server deployments. Micron's HBM3E chips offer 30% better power efficiency and 50% higher capacity than competitors, securing Nvidia design wins.

MRNA wins FDA approval for mNexspike, a fridge-stable COVID shot, but with a narrower use label than it sought.

Zoetis Inc. (NYSE:ZTS ) William Blair 45th Annual Growth Stock Conference June 3, 2025 11:40 AM ET Company Participants Wetteny Joseph - CFO Conference Call Participants Brandon Vazquez - William Blair Brandon Vazquez Right. Good morning, everyone.

Veeva Systems Inc. (NYSE:VEEV ) Baird Global Consumer, Technology & Services Conference Call June 3, 2025 10:50 AM ET Company Participants Paul Shawah - Executive Vice President of Strategy & Campaign Manager Conference Call Participants Joseph D. Vruwink - Robert W.

BMY strikes a billion-dollar deal with BNTX to co-develop BNT327, a bispecific antibody targeting PD-L1 and VEGF-A in solid tumors.

NOW and PEGA are well-known players in the workflow automation market. Let's find out which one is a better investment option right now.

Red Robin's Q1 turnaround to profitability, driven by cost containment and store closures, has improved its balance sheet and sparked renewed investor interest. Despite strong Q1 results, full-year guidance remains cautious, with profitability likely peaking in Q1 and potential for a return to modest losses later in 2025. Valuation metrics suggest upside potential, with the stock trading at significant discounts to sector averages and historical levels, making $7-$10 a reasonable target.

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Stephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to explain why she's buying Vertiv. CNBC's Pippa Stevens joins us with the latest on Meta's 20-year nuclear deal.

Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI ) Q1 2025 Earnings Conference Call June 3, 2025 8:30 AM ET Company Participants Eric van der Valk - President, CEO & Director Robert F. Helm - Executive VP & CFO Conference Call Participants Anthony Chinonye Chukumba - Loop Capital Markets LLC, Research Division Bradley Bingham Thomas - KeyBanc Capital Markets Inc., Research Division Charles P.

CAVA Group, Inc. CAVA shares have declined 15.2% in the past month against the industry and the S&P 500's growth of 2.1% and 5%, respectively. The recent decline can be primarily attributed to high costs and economic uncertainty.

HYPR secures FDA clearance for its next-gen Swoop system, advancing bedside MRI tech and reinforcing its mission to revolutionize accessible neuroimaging.

Nike (NKE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Cracker Barrel (CBRL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

I initiate McCormick & Company, Incorporated with a Hold rating due to lackluster sales growth and only modest margin improvement prospects. Current valuation is stretched, with a forward P/E of 24, is unsupported by meaningful growth drivers or robust cost-cutting. I'll watch for updates on global expansion, brand investments, and progress in the Comprehensive Continuous Investment program for margin recovery.

Russian steel billionaire Alexey Mordashov said that developing a homegrown alternative to the widely-used business software made by Germany's SAP will require more time and money than anticipated but is a matter of survival.

I remain cautious on the S&P 500 due to high valuations, persistent trade policy volatility, and restrictive Fed policy. Recent earnings growth and a precarious tariff truce have fueled the market recovery, but risks from unresolved trade disputes and legal uncertainties remain high.

The S&P 500, Dow Jones Industrial Average (Dow), and Nasdaq Composite are all stock market indexes used to measure the performance of various aspects of the U.S. stock market.

With AI continuing to garner interest, names like Nvidia and Taiwan Semiconductor Manufacturing are seeing stock purchases from the whales of the investment ocean. Those generally are billionaire fund managers.