Is McDonald's Just Dining On Easy Comparables? (Earnings Review) — Negative

MCD   Seeking Alpha — August 06, 2025

McDonald'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.

image for news Is McDonald's Just Dining On Easy Comparables? (Earnings Review)

SAN 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.

image for news 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

Price adjustment, combined with federal tax credit, provides $15,000 in savings Price adjustment, combined with federal tax credit, provides $15,000 in savings

image for news BOLLINGER INNOVATIONS OFFERS $7,500 PRICE ADJUSTMENT ON MULLEN BRANDED CLASS 1, CLASS 3 COMMERCIAL EVs; MATCHES FEDERAL INCENTIVE

3 Stocks Riding the AI Data Center Buildout Wave — Positive

AMT  JCI  VRT   MarketBeat — August 06, 2025

Earnings season follows a predictable rhythm. Investors have now heard from many companies fueling the artificial intelligence (AI) revolution.

image for news 3 Stocks Riding the AI Data Center Buildout Wave

Arista Networks Q2: A Bigger Surprise Coming — Positive

ANET   Seeking Alpha — August 06, 2025

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.

image for news Arista Networks Q2: A Bigger Surprise Coming

When President Donald Trump hits "post" on Truth Social, Wall Street braces for impact.

image for news Trump Tweets Trigger Stock Swings For Tesla, Boeing, Pfizer—And An Insider Trading Inquiry

Trimble (TRMB) Fiscal Q2 EPS Jumps 14% — Positive

TRMB   The Motley Fool — August 06, 2025

Trimble (TRMB) Fiscal Q2 EPS Jumps 14%

image for news Trimble (TRMB) Fiscal Q2 EPS Jumps 14%

AMD's Q2: Why This Stock Could Soar After The Dip — Positive

AMD   Seeking Alpha — August 06, 2025

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.

image for news AMD's Q2: Why This Stock Could Soar After The Dip

Global Payments (GPN) Q2 Earnings and Revenues Surpass Estimates — Positive

GPN   Zacks Investment Research — August 06, 2025

Global 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.

image for news Global Payments (GPN) Q2 Earnings and Revenues Surpass Estimates

Middleby (MIDD) Surpasses Q2 Earnings and Revenue Estimates — Positive

MIDD   Zacks Investment Research — August 06, 2025

Middleby (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.

image for news Middleby (MIDD) Surpasses Q2 Earnings and Revenue Estimates

Compugen (CGEN) Reports Q2 Loss, Lags Revenue Estimates — Negative

CGEN   Zacks Investment Research — August 06, 2025

Compugen (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.

image for news Compugen (CGEN) Reports Q2 Loss, Lags Revenue Estimates

Royalty Pharma (RPRX) Tops Q2 Earnings and Revenue Estimates — Positive

RPRX   Zacks Investment Research — August 06, 2025

Royalty 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.

image for news Royalty Pharma (RPRX) Tops Q2 Earnings and Revenue Estimates

Smith Douglas Homes Corp. (SDHC) Reports Q2 Loss, Beats Revenue Estimates — Neutral

SDHC   Zacks Investment Research — August 06, 2025

Smith 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.

image for news Smith Douglas Homes Corp. (SDHC) Reports Q2 Loss, Beats Revenue Estimates

Shopify (SHOP) Q2 Earnings and Revenues Surpass Estimates — Positive

SHOP   Zacks Investment Research — August 06, 2025

Shopify (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.

image for news Shopify (SHOP) Q2 Earnings and Revenues Surpass Estimates

Vertex (VERX) Q2 Earnings and Revenues Surpass Estimates — Positive

VERX   Zacks Investment Research — August 06, 2025

Vertex (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.

image for news Vertex (VERX) Q2 Earnings and Revenues Surpass Estimates

Palmer Square Capital BDC Inc. (PSBD) Surpasses Q2 Earnings and Revenue Estimates — Positive

PSBD   Zacks Investment Research — August 06, 2025

Palmer 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.

image for news Palmer Square Capital BDC Inc. (PSBD) Surpasses Q2 Earnings and Revenue Estimates

GLP-1 "Arms Race" Broadens to Include Dozens of Companies — Neutral

LEXX   Accesswire — August 06, 2025

Lexaria 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.

image for news GLP-1 "Arms Race" Broadens to Include Dozens of Companies

Cosmos Health secures financing of up to $300 million to develop an ETH-backed treasury, with remaining proceeds for growth and general working capital

image for news Cosmos Health Secures up to $300 Million Financing Facility to Launch Ethereum Treasury Strategy

MINNEAPOLIS--(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.

image for news Deluxe Acquires CheckMatch from Kinexys by J.P. Morgan to Extend Digital Lockbox Payments Capability

Stacy 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.

image for news Bernstein's Stacy Rasgon on semiconductor tariffs, impact on sector and AMD Q2 results