We're being spared major economic reports this Hump Day, so the market can better focus on the bevy of Q2 earnings reports coming down the pike.

Perrigo Company plc (NYSE:PRGO ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants Bradley Joseph - Vice President of Global Investor Relations & Corporate Communications Eduardo Guarita Bezerra - Executive VP & CFO Patrick Lockwood-Taylor - President, CEO & Director Conference Call Participants Ethan Harris Brown - JPMorgan Chase & Co, Research Division Keith Jude Devas - Jefferies LLC, Research Division Susan Kay Anderson - Canaccord Genuity Corp., Research Division Operator Good morning, ladies and gentlemen. Welcome to Perrigo Q2 2025 Financial Results Conference Call.

Advanced Micro Devices, Inc. delivered strong Q2 '25 results with 32% YoY revenue growth, but gross margins fell due to export control-related charges and Data Center segment slowdown. Despite short-term headwinds, I remain bullish as AMD expands in AI with MI350/MI400 GPU accelerators, full-stack platforms, and major partnerships like Microsoft and Oracle. Management's progress in AI software (ROCm 7) and optimism about export license approvals support long-term growth potential, even amid geopolitical risks.

Arista Networks delivered accelerating revenue and EPS growth in Q2, driven by strong AI datacenter demand, bucking the trend of disappointing tech earnings this season. I'm upgrading Arista to a "Buy", as my previous valuation concerns are outweighed by multi-year AI tailwinds and expanding software-driven TAM. Arista's category leadership, rising gross margins, and consistent revenue acceleration justify its premium valuation despite a high P/E multiple (>40x).

Super Micro Computer Inc (NASDAQ:SMCI) stock was last seen down 20.7% at $45.43 today, after the server maker's fiscal fourth-quarter earnings and revenue miss.

IPAR's second-quarter earnings slide 13% as sales dip 2% year over year, missing estimates amid global fragrance market softness.

AFG Q2 results reflect higher premiums across the segments, offset by lower net investment income and wider catastrophe losses.

CANE ETF offers unique, direct exposure to world sugar prices via a portfolio of deferred ICE sugar futures contracts, mitigating roll risk and volatility. CANE is the only dedicated ETF for sugar, providing diversification and access to a key soft commodity without the complexities of futures trading. Key risks include low liquidity, a high expense ratio, complex tax treatment (K-1), and underperformance versus nearby contracts in bull markets.

TACOMA, Wash. and IRVINE, Calif.

As one of the biggest companies in the world, chip giant Broadcom NASDAQ: AVGO operates in massive markets to bring in tens of billions in revenue a year. However, as Broadcom knows well, huge business opportunities breed competition.

Uber Technologies Inc. (NYSE:UBER ) Q2 2025 Earnings Conference Call August 6, 2025 8:00 AM ET Company Participants Balaji Krishnamurthy - Corporate Participant Dara Khosrowshahi - CEO & Director Prashanth Mahendra-Rajah - Chief Financial Officer Conference Call Participants Benjamin Thomas Black - Deutsche Bank AG, Research Division Brian Thomas Nowak - Morgan Stanley, Research Division Douglas Till Anmuth - JPMorgan Chase & Co, Research Division Eric James Sheridan - Goldman Sachs Group, Inc., Research Division Justin Post - BofA Securities, Research Division Michael Paul Morton - MoffettNathanson LLC Ross Adam Sandler - Barclays Bank PLC, Research Division Operator Hello, and …

Uber Technologies Inc (NYSE:UBER, ETR:UT8) reported second quarter 2025 results that exceeded revenue expectations and came in largely in line with profit forecasts, while issuing robust guidance for the third quarter and unveiling a major stock repurchase plan. The ride-hailing app reported an 18% year-over-year increase in revenue to $12.65 billion, slightly ahead of Wall Street estimates of $12.47 billion.

LMND's second-quarter results reflect higher in-force premiums, improved underwriting results, and net investment income, offset by escalating expenses.

Snap's stock (NYSE:SNAP) experienced nearly a 20% decline in trading on August 5th, following the release of the company's Q2 earnings report. This drop was caused by a miss on revenue, Average Revenue Per User (ARPU), and EBITDA.

ATHENS, Greece, Aug. 06, 2025 (GLOBE NEWSWIRE) -- EuroDry Ltd. (NASDAQ: EDRY, the “Company” or “EuroDry”), an owner and operator of drybulk vessels and provider of seaborne transportation for drybulk cargoes, announced today that it will release its financial results for the second quarter ended June 30, 2025 on Aug 11, 2025 before market opens in New York.

Marcus Lemonis, TV personality and executive chair of Beyond Inc., thinks that a partnership with certain retailers could be a winner for Opendoor

Apple's $100B U.S. investment and upbeat earnings from McDonald's and Arista lift S&P500 and Nasdaq. Traders eye tech earnings and Fed signals next.

ESI tops second-quarter earnings and revenue estimates on strong electronics growth amid industrial weakness.

SMP tops Q2 earnings and revenue estimates, fueled by strength in core segments and an upbeat full-year sales outlook.

PCTY's Q4 earnings and revenues beat estimates, driven by strong recurring revenue growth. However, margins show slight pressure.