Arrive AI: Autonomous Delivery Set to Skyrocket as FAA Clears Flight Path for Drone Delivery — Neutral
ARAI Accesswire — August 06, 2025Indiana company says new drone regulations will speed improvements to package delivery security for Americans INDIANAPOLIS, IN / ACCESS Newswire / August 6, 2025 / Arrive AI (NASDAQ:ARAI), an autonomous delivery network anchored by patented AI-powered Arrive Points™, celebrated the Trump administration's proposed new rule regarding drones flying Beyond Visual Line of Sight (BVLOS), that it said would unleash American innovation and safely integrate unmanned aircraft systems (UAS) into the national airspace system. The proposed rule would eliminate individual flight waivers and introduce key safety roles like Operations Supervisor and Flight Coordinator, helping commercial drone flights take off nationwide.

Apple to Announce Another $100 Billion Investment in American Manufacturing — Positive
AAPL WSJ — August 06, 2025Light on details, the iPhone-maker's pledge is seen by the market as a way to avoid tariff impact.

Conduent Incorporated (CNDT) Q2 2025 Earnings Conference Call Transcript — Neutral
CNDT Seeking Alpha — August 06, 2025Conduent Incorporated (NASDAQ:CNDT ) Q2 2025 Earnings Conference Call August 6, 2025 9:00 AM ET Company Participants Clifford A. Skelton - President, CEO & Director David Chen - VP of Investor Relations Giles Goodburn - Chief Financial Officer Conference Call Participants Gowshihan Sriharan - Singular Research, LLC Marc Frye Riddick - Sidoti & Company, LLC Patrick Joseph McCann - NOBLE Capital Markets, Inc., Research Division Operator Greetings.

Apollo Buys Hyperscale Data Center Developer — Positive
GPUS Bloomberg Markets and Finance — August 06, 2025Apollo is agreeing to buy a majority stake in the hyperscale data center developer Stream Data Centers. The alternate asset manager is trying to capitalize on booming demand for digital infrastructure.

Match Group shares jump on revenue beat, upbeat guidance — Positive
MTCH Proactive Investors — August 06, 2025Match Group Inc (NASDAQ:MTCH) shares surged almost 12% as the Tinder and Hinge parent company reported better-than-expected revenue for the second quarter. Revenue was flat year-over-year at $864 million, above the Wall Street consensus of $853.2 million.

Jones Lang LaSalle Incorporated (JLL) Q2 2025 Earnings Call Transcript — Neutral
JLL Seeking Alpha — August 06, 2025Jones Lang LaSalle Incorporated (NYSE:JLL ) Q2 2025 Earnings Conference Call August 6, 2025 9:00 AM ET Company Participants Christian Ulbrich - Chairman of Global Executive Board, President, Global CEO & Director Kelly Howe - CFO & Member of Global Executive Board Sean Coghlan - Head of Investor Relations Conference Call Participants Anthony Paolone - JPMorgan Chase & Co, Research Division Jade Joseph Rahmani - Keefe, Bruyette, & Woods, Inc., 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 Seth …

Uber in talks with banks, private equity firms to fund robotaxi expansion — Positive
UBER Reuters — August 06, 2025Uber is in talks with private equity firms and banks to secure funds to build its robotaxi business, CEO Dara Khosrowshahi said, as the ride-hailing giant bets on a mass roll-out of the nascent and much-scrutinized technology.

Thomson Reuters Corporation (TRI) Q2 2025 Earnings Call Transcript — Neutral
TRI Seeking Alpha — August 06, 2025Thomson Reuters Corporation (NASDAQ:TRI ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants David Wong - Chief Product Officer Gary Elftman Bisbee - Head of Investor Relations Michael Eastwood - Chief Financial Officer Stephen John Hasker - President, CEO & Director Conference Call Participants Andrew Charles Steinerman - JPMorgan Chase & Co, Research Division Aravinda Suranimala Galappatthige - Canaccord Genuity Corp., Research Division Drew McReynolds - RBC Capital Markets, Research Division Jason Daniel Haas - Wells Fargo Securities, LLC, Research Division Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Maher Yaghi - Scotiabank …

Angi Inc. (NASDAQ:ANGI ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants Andrew Russakoff - Chief Financial Officer Jeffrey W. Kip - CEO & Director Conference Call Participants Audrey Francis Stuart - RBC Capital Markets, Research Division Cory Alan Carpenter - JPMorgan Chase & Co, Research Division Daniel Louis Kurnos - The Benchmark Company, LLC, Research Division Eric James Sheridan - Goldman Sachs Group, Inc., Research Division Matthew Dorrian Condon - Citizens JMP Securities, LLC, Research Division Sergio Roberto Segura - KeyBanc Capital Markets Inc., Research Division Vanessa Fong - UBS Investment Bank, Research Division …

Arista Networks jumps 18% as AI, hyperscaler demand drive blowout quarter — Positive
ANET Proactive Investors — August 06, 2025Shares of Arista Networks Inc (NYSE:ANET) surged nearly 18% on Wednesday after the cloud networking firm reported quarterly results that handily beat expectations and raised its full-year revenue forecast, bolstered by robust hyperscaler and AI infrastructure demand. Second-quarter revenue rose 30.4% year-over-year to $2.21 billion, topping analysts' average estimate of $2.10 billion, while adjusted earnings per share came in at $0.73, above the $0.65 consensus.

Natural Resource Partners L.P. Common Units (NRP) Q2 2025 Earnings Call Transcript — Neutral
NRP Seeking Alpha — August 06, 2025Natural Resource Partners L.P. Common Units (NYSE:NRP ) Q2 2025 Earnings Conference Call August 6, 2025 9:00 AM ET Company Participants Christopher J.

Novartis weighs deal for biotech Avidity Biosciences, FT reports — Positive
NVS RNA Reuters — August 06, 2025Swiss drugmaker Novartis has approached U.S. biotech Avidity Biosciences for a potential takeover offer, the Financial Times reported, citing people familiar with the matter

Wynn Resorts Gears Up for Q2 Earnings: Things to Keep in Mind — Positive
WYNN Zacks Investment Research — August 06, 2025WYNN's second-quarter results are likely to benefit from Vegas and Macau demand, but rising costs and short bookings pose risks.

FMS Stock Rises as Q2 Earnings Beat Estimates, Revenues Gain Y/Y — Positive
FMS Zacks Investment Research — August 06, 2025Fresenius Medical stock rises as Q2 earnings and revenues top estimates, driven by solid organic growth and expanding margins.

CLOV Q2 Earnings In Line, Stock Falls on Raised Insurance BER View — Negative
CLOV Zacks Investment Research — August 06, 2025Clover Health's Q2 revenues rise 34%, but raised Insurance BER guidance and margin pressures cause shares to tumble post-earnings.

JLL CEO Christian Ulbrich on Zohran Mamdani: There's unlikely to be a big impact from policies — Neutral
JLL CNBC Television — August 06, 2025Christian Ulbrich, JLL CEO, joins 'Money Movers' to discuss Q2 earnings, future of New York City CRE, democratic front-runner Zohran Mamdani's impact and tariffs.

3 Ancillary Marijuana Stocks for Long-Term 2025 Investing — Positive
GRWG HYFM SMG MarijuanaStocks — August 06, 2025As marijuana stocks are stuck at bottom prices, what are shareholders to do? For new investors intrigued by legal cannabis, how should they proceed? All valid and good questions, it is not so much that all is a loss, it's more so the strategy. Right now, the game is the long game, especially with the continuation of this volatile downtrend. Even with top companies looking attractive to people as marijuana stocks to buy, there is more to it.

Uber Earnings: Market Expectations Are Irrelevant, Here's Why — Positive
UBER Seeking Alpha — August 06, 2025Uber's Q2 2025 results show significant progress being made on long-term profitability and strategic execution. Regardless of the near-term share price reaction, the company remains on track to execute on its long-term strategy. In the meantime, Uber share price is unlikely to be exposed to sharp downside movements to the same extent that other growth stocks are.

One Modest Quarter Doesn't Change My Conviction On AMD — Positive
AMD Seeking Alpha — August 06, 2025Advanced Micro Devices, Inc. stock is a Buy in my books after their Q2 earnings report and subsequent pullback. I think the market reaction to Q2 was only negative because a lot of positives were already baked in. AI and data center growth, especially MI300/MI350 ramp and strong MI400 interest, still position AMD as a credible Nvidia alternative, though China sales need time.

Prologis' valuation has normalized post-ZIRP. Q2-2025 results showed solid core FFO and guidance improvements. Occupancy remains soft at 95%, and oversupply from recent years still weighs on near-term recovery prospects despite management's optimism.
