BeOne Medicines Ltd. (ONC) Q2 2025 Earnings Call Transcript — Neutral

ONC   Seeking Alpha — August 06, 2025

BeOne 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.

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Disney Q3 Earnings Surpass Estimates, Revenues Increase Y/Y — Positive

DIS   Zacks Investment Research — August 06, 2025

DIS' third-quarter fiscal 2025 results reflect growth in the domestic Parks, Experiences and Products segment.

image for news Disney Q3 Earnings Surpass Estimates, Revenues Increase Y/Y

Sprott Inc. (SII) Q2 2025 Earnings Call Transcript — Neutral

SII   Seeking Alpha — August 06, 2025

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. …

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Limbach Holdings, Inc. (LMB) Q2 2025 Earnings Call Transcript — Neutral

LMB   Seeking Alpha — August 06, 2025

Limbach 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.

image for news Limbach Holdings, Inc. (LMB) Q2 2025 Earnings Call Transcript

AWS Offers OpenAI's Models on Its Platform for the First Time — Positive

AMZN   PYMNTS — August 06, 2025

For 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.

image for news AWS Offers OpenAI's Models on Its Platform for the First Time

Nine Energy Service, Inc. (NINE) Q2 2025 Earnings Call Transcript — Neutral

NINE   Seeking Alpha — August 06, 2025

Nine 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.

image for news Nine Energy Service, Inc. (NINE) Q2 2025 Earnings Call Transcript

I 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.

image for news Thermo Fisher Q2: Pharma And Biotech Gains Offset By Weak Academic And Gov't Markets

CLH Stock Barely Moves Since Reporting Q2 Earnings Beat: Here's Why — Positive

CLH   Zacks Investment Research — August 06, 2025

Clean Harbors beats second-quarter 2025 earnings expectations but misses on revenues, with shares barely budging post-release.

image for news CLH Stock Barely Moves Since Reporting Q2 Earnings Beat: Here's Why

Owens Corning (OC) Q2 2025 Earnings Call Transcript — Neutral

OC   Seeking Alpha — August 06, 2025

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.

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Charles 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.

image for news Charles River Laboratories International, Inc. (CRL) Q2 2025 Earnings Call Transcript

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.

image for news The Big 3: COST, BA & 30-Year U.S. Treasury Bond

Google 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.

image for news Google Says Hackers Stole Customer Info in Salesforce Data Breach

Avis Budget Stock Declines 22% Since Reporting Q2 Earnings Miss — Negative

CAR   Zacks Investment Research — August 06, 2025

CAR plunges 22% after second-quarter 2025 earnings and revenues miss estimates despite a nearly 98% YTD surge in shares.

image for news Avis Budget Stock Declines 22% Since Reporting Q2 Earnings Miss

OpenAI'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.

image for news OpenAI models on AWS boosts Amazon's AI catalog, signals positive first step in partnership: analysts

Arvinas, Inc. (ARVN) Q2 2025 Earnings Call Transcript — Neutral

ARVN   Seeking Alpha — August 06, 2025

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

image for news Arvinas, Inc. (ARVN) Q2 2025 Earnings Call Transcript

Toast CEO on Q2 earnings, international expansion goals and AI usage — Positive

TOST   CNBC Television — August 06, 2025

Aman Narang, Toast CEO, joins 'Money Movers' to discuss Q2 earnings, impact of tariffs, global expansion and AI.

image for news Toast CEO on Q2 earnings, international expansion goals and AI usage

Novo Nordisk Q2 Earnings Beat, Sales Miss, GLP-1 Drugs Face US Hurdles — Neutral

NVO   Zacks Investment Research — August 06, 2025

NVO's Q2 earnings beat but revenues miss estimates as Wegovy and Ozempic face U.S. setbacks and rising competition.

image for news Novo Nordisk Q2 Earnings Beat, Sales Miss, GLP-1 Drugs Face US Hurdles

Grocery Outlet Q2 Earnings Beat Estimates, Comparable Sales Rise Y/Y — Positive

GO   Zacks Investment Research — August 06, 2025

GO tops Q2 earnings estimates and lifts its FY25 EPS view, fueled by comparable sales growth and traffic gains.

image for news Grocery Outlet Q2 Earnings Beat Estimates, Comparable Sales Rise Y/Y

Earnings Estimates Moving Higher for Mercury General (MCY): Time to Buy? — Positive

MCY   Zacks Investment Research — August 06, 2025

Mercury General (MCY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

image for news Earnings Estimates Moving Higher for Mercury General (MCY): Time to Buy?

Will Mirion Technologies (MIR) Gain on Rising Earnings Estimates? — Positive

MIR   Zacks Investment Research — August 06, 2025

Mirion Technologies, Inc. (MIR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

image for news Will Mirion Technologies (MIR) Gain on Rising Earnings Estimates?