BeOne Medicines Ltd. (ONC) Q2 2025 Earnings Call Transcript — Neutral
ONC Seeking Alpha — August 06, 2025BeOne Medicines Ltd. (NASDAQ:ONC ) Q2 2025 Earnings Call August 6, 2025 8:00 AM ET Company Participants Aaron Rosenberg - Chief Financial Officer Daniel Maller - Head of Investor Relations John V.

Disney Q3 Earnings Surpass Estimates, Revenues Increase Y/Y — Positive
DIS Zacks Investment Research — August 06, 2025DIS' third-quarter fiscal 2025 results reflect growth in the domestic Parks, Experiences and Products segment.

Sprott Inc. (NYSE:SII ) Q2 2025 Earnings Conference Call August 6, 2025 10:00 AM ET Company Participants John Ciampaglia - CEO & Director of Sprott Asset Management LP Kevin Lloyd Hibbert - Senior Managing Partner, CFO & Co- Head of the Enterprise Shared Services William Whitney George - Chief Executive Officer Conference Call Participants Etienne Ricard - BMO Capital Markets Equity Research Graham Ryding - TD Securities Equity Research Matthew James Lee - Canaccord Genuity Corp., Research Division Michael Peter Kozak - Cantor Fitzgerald Canada Corporation, Research Division Operator Good morning, ladies and gentlemen, and thank you for standing by. …

Limbach Holdings, Inc. (LMB) Q2 2025 Earnings Call Transcript — Neutral
LMB Seeking Alpha — August 06, 2025Limbach Holdings, Inc. (NASDAQ:LMB ) Q2 2025 Earnings Conference Call August 6, 2025 9:00 AM ET Company Participants Jayme L. Brooks - Executive VP & CFO Michael M.

AWS Offers OpenAI's Models on Its Platform for the First Time — Positive
AMZN PYMNTS — August 06, 2025For the first time, OpenAI's artificial intelligence models are available on a cloud computing platform outside of Microsoft, its largest investor to date. AWS, in competition with Microsoft Azure for cloud market share, announced in a Tuesday (Aug. 5) press release that it will offer OpenAI's two new open-weight models on its Bedrock platform.

Nine Energy Service, Inc. (NINE) Q2 2025 Earnings Call Transcript — Neutral
NINE Seeking Alpha — August 06, 2025Nine Energy Service, Inc. (NYSE:NINE ) Q2 2025 Earnings Conference Call August 6, 2025 10:00 AM ET Company Participants Ann G. Fox - President, CEO & Director Guy Sirkes - Executive VP & CFO Heather Schmidt - Senior Vice President of Strategic Development and Investor Relations Conference Call Participants John Matthew Daniel - Daniel Energy Partners, LLC Waqar Mustafa Syed - ATB Capital Markets Inc., Research Division Operator Greetings, and welcome to the Nine Energy Service Second Quarter 2025 Earnings Conference Call.

Thermo Fisher Q2: Pharma And Biotech Gains Offset By Weak Academic And Gov't Markets — Positive
TMO Seeking Alpha — August 06, 2025I reiterate my Buy rating on Thermo Fisher Scientific Inc., with a fair value estimate of $568 per share, reflecting its undervalued stock price. Q2 FY25 results showed early signs of market recovery, with 2% organic revenue growth and raised full-year revenue and EPS guidance. Pharma and biotech segments are recovering, but academic and government markets face headwinds from U.S. funding uncertainties and policy risks.

CLH Stock Barely Moves Since Reporting Q2 Earnings Beat: Here's Why — Positive
CLH Zacks Investment Research — August 06, 2025Clean Harbors beats second-quarter 2025 earnings expectations but misses on revenues, with shares barely budging post-release.

Owens Corning (NYSE:OC ) Q2 2025 Earnings Conference Call August 6, 2025 9:00 AM ET Company Participants Amber Wohlfarth - Vice President of Corporate Affairs & Investor Relations Brian D. Chambers - President, CEO & Chair Todd W.

Charles River Laboratories International, Inc. (CRL) Q2 2025 Earnings Call Transcript — Neutral
CRL Seeking Alpha — August 06, 2025Charles River Laboratories International, Inc. (NYSE:CRL ) Q2 2025 Earnings Conference Call August 6, 2025 9:00 AM ET Company Participants Flavia H. Pease - Corporate Executive VP & CFO James C.

The Big 3: COST, BA & 30-Year U.S. Treasury Bond — Negative
BA COST Schwab Network — August 06, 2025@Theotrade's Don Kaufman returns to being all bearish on today's Big 3 and offers example options trades for each name. For Costco (COST), he sees a short opportunity with potential for the stock to move below $900.

Google Says Hackers Stole Customer Info in Salesforce Data Breach — Negative
GOOG GOOGL PYMNTS — August 06, 2025Google says some customer information was stolen in a recent data breach. Writing on its blog Tuesday evening (Aug. 5), the tech giant's Threat Intelligence Group said one of its Salesforce database systems, used to house contact information and related notes for small and medium-sized businesses, was breached by a hacking group known as ShinyHunters.

Avis Budget Stock Declines 22% Since Reporting Q2 Earnings Miss — Negative
CAR Zacks Investment Research — August 06, 2025CAR plunges 22% after second-quarter 2025 earnings and revenues miss estimates despite a nearly 98% YTD surge in shares.

OpenAI models on AWS boosts Amazon's AI catalog, signals positive first step in partnership: analysts — Positive
AMZN Proactive Investors — August 06, 2025OpenAI's new open-weight models will be available on Amazon Web Services (AWS), the two companies announced earlier this week, a move that has been welcomed as a positive step by Bank of America analysts. On Monday, AWS said it will add OpenAI's gpt-oss-120b and gpt-oss-20b to its Amazon Bedrock and Amazon SageMaker AI platforms, marking the first time any OpenAI models have been made available on AWS.

Arvinas, Inc. (ARVN) Q2 2025 Earnings Call Transcript — Neutral
ARVN Seeking Alpha — August 06, 2025Arvinas, Inc. (NASDAQ:ARVN ) Q2 2025 Earnings Call August 6, 2025 8:00 AM ET Company Participants Andrew R. Saik - CFO & Treasurer Angela M.

Toast CEO on Q2 earnings, international expansion goals and AI usage — Positive
TOST CNBC Television — August 06, 2025Aman Narang, Toast CEO, joins 'Money Movers' to discuss Q2 earnings, impact of tariffs, global expansion and AI.

Novo Nordisk Q2 Earnings Beat, Sales Miss, GLP-1 Drugs Face US Hurdles — Neutral
NVO Zacks Investment Research — August 06, 2025NVO's Q2 earnings beat but revenues miss estimates as Wegovy and Ozempic face U.S. setbacks and rising competition.

Grocery Outlet Q2 Earnings Beat Estimates, Comparable Sales Rise Y/Y — Positive
GO Zacks Investment Research — August 06, 2025GO tops Q2 earnings estimates and lifts its FY25 EPS view, fueled by comparable sales growth and traffic gains.

Earnings Estimates Moving Higher for Mercury General (MCY): Time to Buy? — Positive
MCY Zacks Investment Research — August 06, 2025Mercury General (MCY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Will Mirion Technologies (MIR) Gain on Rising Earnings Estimates? — Positive
MIR Zacks Investment Research — August 06, 2025Mirion Technologies, Inc. (MIR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
