Portillo's Inc. (PTLO) Q2 2025 Earnings Call Transcript — Neutral
PTLO Seeking Alpha — August 05, 2025Portillo's Inc. (NASDAQ:PTLO ) Q2 2025 Earnings Conference Call August 5, 2025 10:00 AM ET Company Participants Chris Brandon - Corporate Participant Michael Osanloo - President, CEO & Director Michelle Greig Hook - CFO & Treasurer Conference Call Participants Andrew Marc Barish - Jefferies LLC, Research Division Brian Hugh Mullan - Piper Sandler & Co., Research Division Brian James Harbour - Morgan Stanley, Research Division Christopher Thomas O'Cull - Stifel, Nicolaus & Company, Incorporated, Research Division David E. Tarantino - Robert W.

CEG's Q2 Earnings Coming Up: How Should Investors Play the Stock? — Positive
CEG Zacks Investment Research — August 05, 2025Constellation Energy's Q2 earnings are likely to have gained from rising data center demand, robust nuclear infrastructure and its focus on renewable expansion.

Public Service Enterprise Q2 Earnings Beat Estimates, Revenues Increase Y/Y — Positive
PEG Zacks Investment Research — August 05, 2025PEG Q2 earnings and revenues outpace estimates, driven by strong gas sales and solid performance across segments.

Leidos Holdings Beats on Q2 Earnings, Raises '25 View — Positive
LDOS Zacks Investment Research — August 05, 2025LDOS posts a Q2 earnings beat with 22% profit growth. It raises full-year guidance on solid demand across all segments.

Red Cat to Host Town Hall Meeting for Investors, Analysts and Members of the Media — Neutral
RCAT GlobeNewsWire — August 05, 2025Conference Call to be held Thursday, August 14, 2025 at 4:30 p.m. Eastern Time Conference Call to be held Thursday, August 14, 2025 at 4:30 p.m. Eastern Time

The half-life of dips is ever-shorter, says Interactive Brokers' Steve Sosnick — Positive
IBKR CNBC Television — August 05, 2025Steve Sosnick, chief strategist at Interactive Brokers, joins 'The Exchange' to break down the mix of stock moves, the power of FOMO still driving the market, and more.

Azenta, Inc. (NASDAQ:AZTA ) Q3 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants John P. Marotta - President, CEO & Director Lawrence Y.

Oddity Tech Ltd. (ODD) Q2 2025 Earnings Call Transcript — Neutral
ODD Seeking Alpha — August 05, 2025Oddity Tech Ltd. (NASDAQ:ODD ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Lindsay Drucker Mann - Global Chief Financial Officer Maria Lycouris - Corporate Participant Oran Holtzman - Co-Founder, CEO & Director Conference Call Participants Andrew M.

Will a Strong Commercial Business Aid AIG in Q2 Earnings? — Negative
AIG Zacks Investment Research — August 05, 2025American International's Q2 earnings are likely to be aided by strong contributions from North America Commercial and International Commercial units, but higher catastrophe losses and weak investment income loom.

DEADLINE APPROACHING: Berger Montague Advises Rocket Pharmaceuticals (NASDAQ: RCKT) Investors to Inquire About a Securities Fraud Class Action by August 11, 2025 — Neutral
RCKT PRNewsWire — August 05, 2025PHILADELPHIA , Aug. 5, 2025 /PRNewswire/ -- Berger Montague PC , a leading Philadelphia-based law firm representing investors, announces that a securities class action lawsuit has been filed against Rocket Pharmaceuticals, Inc. (NASDAQ: RCKT) ("Rocket Pharmaceuticals" or the "Company") on behalf of investors who suffered losses due to alleged material misstatements and omissions. If you purchased Rocket Pharmaceuticals stock during the period from September 17, 202 4 to May 26, 2025 (the "Class Period"), you may be entitled to compensation.

New Jersey Resources Corporation (NJR) Q3 2025 Earnings Call Transcript — Neutral
NJR Seeking Alpha — August 05, 2025New Jersey Resources Corporation (NYSE:NJR ) Q3 2025 Earnings Conference Call August 5, 2025 10:00 AM ET Executives Adam Prior – Director of Investor Relations Patrick J. Migliaccio – Senior VP & COO of New Jersey Natural Gas Roberto F.

Novo Nordisk expands lawsuits against weight-loss drug compounders — Neutral
NVO Reuters — August 05, 2025Danish drugmaker Novo Nordisk said on Tuesday it has filed 14 new lawsuits in the United States against the sale of unapproved versions of semaglutide, the main ingredient in its popular weight-loss and diabetes drugs, Wegovy and Ozempic.

4 Solid Dividend Stocks to Buy On The Cheap — Positive
CVX MRK O PEP 24/7 Wall Street — August 05, 2025These 4 dividend stocks have generated steady passive income for investors for many years.

Ares Commercial Real Estate Corporation (ACRE) Q2 2025 Earnings Call Transcript — Neutral
ACRE Seeking Alpha — August 05, 2025Ares Commercial Real Estate Corporation (NYSE:ACRE ) Q2 2025 Earnings Conference Call August 5, 2025 12:00 PM ET Company Participants Bryan Patrick Donohoe - CEO & Director Jeffrey Gonzales - CFO & Treasurer John W. Stilmar - Managing Director of Public Investor Relations & Corporate Communications Group Conference Call Participants Christopher Muller - Citizens JMP Securities, LLC, Research Division Douglas Michael Harter - UBS Investment Bank, Research Division Jade Joseph Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division Richard Barry Shane - JPMorgan Chase & Co, Research Division Thomas Catherwood - Unidentified Company Operator Good afternoon, everyone.

Cushman & Wakefield plc (CWK) Q2 2025 Earnings Call Transcript — Neutral
CWK Seeking Alpha — August 05, 2025Cushman & Wakefield plc (NYSE:CWK ) Q2 2025 Earnings Conference Call August 5, 2025 9:00 AM ET Company Participants Megan McGrath - Senior Vice President of Investor Relations Michelle Marie MacKay - Global CEO & Director Neil O. Johnston - Executive VP & Global CFO Conference Call Participants Anthony Paolone - JPMorgan Chase & Co, Research Division Julien Blouin - Goldman Sachs Group, Inc., Research Division Mitchell Bradley Germain - Citizens JMP Securities, LLC, Research Division Peter Dylan Abramowitz - Jefferies LLC, Research Division Ronald Kamdem - Morgan Stanley, Research Division Seth Eugene Bergey - Citigroup Inc., Research Division Stephen …

Arteris (AIP) surged to a 3-year high after the company after announcing it will work with AMD Inc. (AMD) on its next generation A.I. chips. George Tsilis notes how the partnership is meaningful as AMD seeks to catch up to Nvidia (NVDA).

Dexcom's Arizona facility can service good portion of U.S. business, says CEO — Positive
DXCM CNBC Television — August 05, 2025CNBC's "The Exchange" team discusses the potential of tariffs on pharmaceuticals, U.S. manufacturing and more with Dexcom CEO and chairman Kevin Sayer.

CyberArk Recognized as a Leader for Privileged Identity Management in Independent Analyst Report — Neutral
CYBR Business Wire — August 05, 2025NEWTON, Mass. & PETACH TIKVA, Israel--(BUSINESS WIRE)--CyberArk (NASDAQ: CYBR), the global leader in identity security, today announced it has been named a Leader in the Forrester Wave for Privileged Identity Management (PIM), Q3 20251. The report evaluates top vendors across 22 criteria and recognizes CyberArk for excelling at least privilege access management and just-in-time (JIT) privilege, innovation focus and bold vision for expanding privilege controls to secure every identity – human, m.

Quantum Expands Distribution Network Across China, India, and the ASEAN Region to Accelerate Growth and Enhance Customer Experience in High-Growth, Data-Driven Markets — Neutral
QMCO Business Wire — August 05, 2025CENTENNIAL, Colo.--(BUSINESS WIRE)--Quantum Corporation (Nasdaq: QMCO) today announced the strategic expansion of its distribution model across the high-growth technology markets of China, India, and the ASEAN region. Building on Quantum's strong foundation laid in the Asia-Pacific market, this expansion is designed to meet increasing demand for advanced data protection and management solutions, particularly as the growth of AI, machine learning, and unstructured data reshapes how organizations.

Patrick Industries: Outperformance Continues, But Don't Get Too Comfortable — Positive
PATK Seeking Alpha — August 05, 2025Patrick Industries has outperformed the S&P 500 since my initial "Buy" rating, with a 143% gain versus 44% for the index. Recent results are mixed: revenue and adjusted EPS beat expectations, but management lowered 2025 guidance and reported a drop in GAAP EPS. The housing segment is resilient due to a persistent U.S. housing shortage, supporting manufactured housing demand despite broader economic headwinds.
