Novo Nordisk A/S (NVO) Q2 2025 Earnings Call Transcript — Neutral
NVO Seeking Alpha — August 06, 2025Novo Nordisk A/S (NVO) Q2 2025 Earnings Conference Call August 6, 2025 7:00 AM ET Company Participants David S. Moore - Executive VP of US Operations & Member of Management Board Jacob Martin Wiborg Rode - Head of Investor Relations Karsten Munk Knudsen - Executive VP, CFO & Member of the Management Board Lars Fruergaard Jorgensen - President, CEO & Member of Management Board Ludovic Helfgott - Executive VP of Product & Portfolio Strategy and Member of Management Board Martin Holst Lange - Executive VP of Development & Member of the Management Board Maziar Mike Doustdar - Executive VP of …

Palantir's stock has delivered extraordinary returns, but its current valuation is extremely stretched, trading at 100x sales and a forward P/E above 200. Despite strong growth prospects and near-monopoly status in AI software, Palantir is now a 'meme-stock' with valuations far exceeding industry peers. I maintain a Hold rating, raising my 12-month price target to $180-200, but cannot justify buying at these levels due to extreme valuation risk.

Airbnb Likely To Report Higher Q2 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call — Positive
ABNB Benzinga — August 06, 2025Airbnb, Inc. ABNB will release earnings results for the second quarter, after the closing bell on Wednesday, Aug. 6.

SkyWest's Stock Declines 1.7% Since Q2 Earnings Release — Neutral
SKYW Zacks Investment Research — August 06, 2025SKYW's Q2 EPS surges 60% on strong passenger growth and new Delta jet deal. However, shares slip despite a robust revenue beat.

CDW's Q2 Earnings Top, Revenues Up Y/Y on Strong Core & Global Demand — Positive
CDW Zacks Investment Research — August 06, 2025CDW posts strong Q2 2025 with 10.2% sales growth and EPS beat, driven by robust demand and segmental strength.

Taiwan Semiconductor Stock Soars 18% YTD: Time to Hold or Book Profit? — Positive
TSM Zacks Investment Research — August 06, 2025TSM's 17.5% YTD surge rides on soaring AI demand and solid earnings, but global risks suggest holding for now.

Gold Set to Shine Again: ETFs to Tap the Momentum — Positive
GLD GLDM IAU SGOL Zacks Investment Research — August 06, 2025Gold's rally is back on recession fears, tariffs and rate cut bets, fueling gains in ETFs like GLD, IAU, GLDM, SGOL and IAUM.

Shopify surges 20% as revenue, GMV jump on strong global demand — Positive
SHOP Proactive Investors — August 06, 2025Shares of Shopify Inc (TSX:SH., NYSE:SHOP) jumped more than 20% on Wednesday after the Canadian e-commerce giant posted second-quarter results that beat Wall Street estimates and raised its outlook for the current quarter, driven by growth in global merchant activity and platform monetization.

Best Momentum Stock to Buy for August 6th — Positive
HWM MTZ TTMI Zacks Investment Research — August 06, 2025TTMI, HWM and MTZ made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 6, 2025.

Compared to Estimates, Dine Brands (DIN) Q2 Earnings: A Look at Key Metrics — Neutral
DIN Zacks Investment Research — August 06, 2025While the top- and bottom-line numbers for Dine Brands (DIN) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Earnings Preview: Drilling Tools International Corp. (DTI) Q2 Earnings Expected to Decline — Negative
DTI Zacks Investment Research — August 06, 2025Drilling Tools International Corp. (DTI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Brinker International (EAT) Earnings Expected to Grow: Should You Buy? — Positive
EAT Zacks Investment Research — August 06, 2025Brinker International (EAT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: DLocal (DLO) Q2 Earnings Expected to Decline — Negative
DLO Zacks Investment Research — August 06, 2025DLocal (DLO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Marex Group PLC (MRX) Earnings Expected to Grow: Should You Buy? — Positive
MRX Zacks Investment Research — August 06, 2025Marex Group PLC (MRX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

North American Construction (NOA) Reports Next Week: Wall Street Expects Earnings Growth — Positive
NOA Zacks Investment Research — August 06, 2025North American Construction (NOA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: QXO, Inc. (QXO) Q2 Earnings Expected to Decline — Negative
QXO Zacks Investment Research — August 06, 2025QXO INC (QXO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Spirit Airlines pilot arrested at airport on child stalking charges — Negative
FLYY Fox Business — August 06, 2025Dominic Cipolla, 40, a Spirit Airlines pilot from Kansas City, was arrested at New Orleans airport and released on $12,500 bond for stalking charges.

Stantec (STN) Earnings Expected to Grow: Should You Buy? — Positive
STN Zacks Investment Research — August 06, 2025Stantec (STN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Will ESS Tech, Inc. (GWH) Report Negative Q2 Earnings? What You Should Know — Negative
GWH Zacks Investment Research — August 06, 2025ESS Tech (GWH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: AST SpaceMobile, Inc. (ASTS) Q2 Earnings Expected to Decline — Negative
ASTS Zacks Investment Research — August 06, 2025AST SpaceMobile (ASTS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
