Is McDonald's Just Dining On Easy Comparables? (Earnings Review) — Negative
MCD Seeking Alpha — August 06, 2025McDonald's Corporation faces headwinds from cautious consumer spending, failed beverage ventures, and negative feedback on new menu items, impacting traffic and growth. Despite a resilient brand and steady dividend yield, McDonald's struggles with limited earnings growth and underperformance versus the broader market year-to-date. High commodity costs, international boycotts, and increased reliance on discounts have weighed on performance, while valuation risk remains a concern amid a premium multiple.

SOC INVESTOR NOTICE: Robbins Geller Rudman & Dowd LLP Announces that Sable Offshore Corp. Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit — Neutral
SOC PRNewsWire — August 06, 2025SAN DIEGO , Aug. 6, 2025 /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Sable Offshore Corp. (NYSE: SOC) publicly traded securities between May 19, 2025 and June 3, 2025, both dates inclusive (the "Class Period") and/or pursuant and/or traceable to Sable Offshore's registration statement issued in connection with Sable Offshore's May 21, 2025 secondary public offering (the "SPO"), have until September 26, 2025 to seek appointment as lead plaintiff of the Sable Offshore class action lawsuit. Captioned Johnson v.

BOLLINGER INNOVATIONS OFFERS $7,500 PRICE ADJUSTMENT ON MULLEN BRANDED CLASS 1, CLASS 3 COMMERCIAL EVs; MATCHES FEDERAL INCENTIVE — Neutral
BINI GlobeNewsWire — August 06, 2025Price adjustment, combined with federal tax credit, provides $15,000 in savings Price adjustment, combined with federal tax credit, provides $15,000 in savings

3 Stocks Riding the AI Data Center Buildout Wave — Positive
AMT JCI VRT MarketBeat — August 06, 2025Earnings season follows a predictable rhythm. Investors have now heard from many companies fueling the artificial intelligence (AI) revolution.

Arista Networks delivered a strong Q2 earnings beat, raising CY25 guidance and signaling more upside ahead, especially with AI networking and enterprise demand accelerating. Management's bullish outlook, improved enterprise segment, and VeloCloud acquisition position Arista for higher-margin growth and further guidance upgrades at Analyst Day. Valuation remains attractive versus peers, with my updated price target of $140 reflecting increased EBITDA growth and margin expansion potential for CY25 and CY26.

Trump Tweets Trigger Stock Swings For Tesla, Boeing, Pfizer—And An Insider Trading Inquiry — Neutral
BA TSLA Benzinga — August 06, 2025When President Donald Trump hits "post" on Truth Social, Wall Street braces for impact.

Trimble (TRMB) Fiscal Q2 EPS Jumps 14%

Advanced Micro Devices, Inc. delivered strong Q2 ‘25 results, beating revenue and EPS estimates, with Client and Gaming segments showing exceptional growth and robust cash generation. Despite a one-off inventory charge impacting Data Center margins, AMD's AI and Data Center roadmap remains compelling, with new products rivaling Nvidia's offerings. AMD management's Q3 guidance projects revenue growth and a rebound in gross margins, supported by strong AI demand and potential export license approvals.

Global Payments (GPN) Q2 Earnings and Revenues Surpass Estimates — Positive
GPN Zacks Investment Research — August 06, 2025Global Payments (GPN) came out with quarterly earnings of $3.1 per share, beating the Zacks Consensus Estimate of $3.03 per share. This compares to earnings of $2.93 per share a year ago.

Middleby (MIDD) Surpasses Q2 Earnings and Revenue Estimates — Positive
MIDD Zacks Investment Research — August 06, 2025Middleby (MIDD) came out with quarterly earnings of $2.35 per share, beating the Zacks Consensus Estimate of $2.2 per share. This compares to earnings of $2.39 per share a year ago.

Compugen (CGEN) Reports Q2 Loss, Lags Revenue Estimates — Negative
CGEN Zacks Investment Research — August 06, 2025Compugen (CGEN) came out with a quarterly loss of $0.08 per share versus the Zacks Consensus Estimate of a loss of $0.07. This compares to a loss of $0.02 per share a year ago.

Royalty Pharma (RPRX) Tops Q2 Earnings and Revenue Estimates — Positive
RPRX Zacks Investment Research — August 06, 2025Royalty Pharma (RPRX) came out with quarterly earnings of $1.14 per share, beating the Zacks Consensus Estimate of $1.1 per share. This compares to earnings of $0.96 per share a year ago.

Smith Douglas Homes Corp. (SDHC) Reports Q2 Loss, Beats Revenue Estimates — Neutral
SDHC Zacks Investment Research — August 06, 2025Smith Douglas Homes Corp. (SDHC) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of $0.25. This compares to earnings of $0.4 per share a year ago.

Shopify (SHOP) Q2 Earnings and Revenues Surpass Estimates — Positive
SHOP Zacks Investment Research — August 06, 2025Shopify (SHOP) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.26 per share a year ago.

Vertex (VERX) Q2 Earnings and Revenues Surpass Estimates — Positive
VERX Zacks Investment Research — August 06, 2025Vertex (VERX) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.15 per share a year ago.

Palmer Square Capital BDC Inc. (PSBD) Surpasses Q2 Earnings and Revenue Estimates — Positive
PSBD Zacks Investment Research — August 06, 2025Palmer Square Capital BDC Inc. (PSBD) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.48 per share a year ago.

GLP-1 "Arms Race" Broadens to Include Dozens of Companies — Neutral
LEXX Accesswire — August 06, 2025Lexaria highlights DehydraTECH's adverse events improvement opportunity KELOWNA, BC / ACCESS Newswire / August 6, 2025 / Lexaria Bioscience Corp. (Nasdaq:LEXX)(Nasdaq:LEXXW) (the "Company" or "Lexaria"), a global innovator in drug delivery platforms, provides the following glucagon-like peptide-1 ("GLP-1") and obesity industry update. The market for obesity and diabetes control drugs such as GLP-1 is growing at faster rates than nearly anyone originally anticipated, with revenues now expected to exceed $150 billion by 2030.

Cosmos Health Secures up to $300 Million Financing Facility to Launch Ethereum Treasury Strategy — Neutral
COSM GlobeNewsWire — August 06, 2025Cosmos Health secures financing of up to $300 million to develop an ETH-backed treasury, with remaining proceeds for growth and general working capital

Deluxe Acquires CheckMatch from Kinexys by J.P. Morgan to Extend Digital Lockbox Payments Capability — Neutral
DLX Business Wire — August 06, 2025MINNEAPOLIS--(BUSINESS WIRE)--Deluxe (NYSE: DLX), a trusted Payments and Data company, today announced it has completed the acquisition of CheckMatch from Kinexys by J.P. Morgan, the firm's industry-leading blockchain business unit. Consistent with the company's strategy, this acquisition will expand the Deluxe Payment Network (DPN) solution. CheckMatch is a service that digitizes the delivery of paper checks, enabling faster electronic conveyance, which was developed by Kinexys by J.P. Morgan.

Bernstein's Stacy Rasgon on semiconductor tariffs, impact on sector and AMD Q2 results — Neutral
AMD ON CNBC Television — August 06, 2025Stacy Rasgon, Bernstein senior U.S. semiconductor analyst, joins 'Squawk Box' to discuss looming tariffs on semiconductors, impact on the chips sector, AMD's quarterly earnings results, and more.
