Novo Nordisk A/S (NVO) Q2 2025 Earnings Call Transcript — Neutral

NVO   Seeking Alpha — August 06, 2025

Novo 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 …

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Is Palantir The Ultimate Meme Stock Now? — Positive

PLTR   Seeking Alpha — August 06, 2025

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.

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Airbnb, Inc. ABNB will release earnings results for the second quarter, after the closing bell on Wednesday, Aug. 6.

image for news Airbnb Likely To Report Higher Q2 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

SkyWest's Stock Declines 1.7% Since Q2 Earnings Release — Neutral

SKYW   Zacks Investment Research — August 06, 2025

SKYW's Q2 EPS surges 60% on strong passenger growth and new Delta jet deal. However, shares slip despite a robust revenue beat.

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CDW's Q2 Earnings Top, Revenues Up Y/Y on Strong Core & Global Demand — Positive

CDW   Zacks Investment Research — August 06, 2025

CDW posts strong Q2 2025 with 10.2% sales growth and EPS beat, driven by robust demand and segmental strength.

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Taiwan Semiconductor Stock Soars 18% YTD: Time to Hold or Book Profit? — Positive

TSM   Zacks Investment Research — August 06, 2025

TSM's 17.5% YTD surge rides on soaring AI demand and solid earnings, but global risks suggest holding for now.

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Gold Set to Shine Again: ETFs to Tap the Momentum — Positive

GLD  GLDM  IAU  SGOL   Zacks Investment Research — August 06, 2025

Gold's rally is back on recession fears, tariffs and rate cut bets, fueling gains in ETFs like GLD, IAU, GLDM, SGOL and IAUM.

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Shopify surges 20% as revenue, GMV jump on strong global demand — Positive

SHOP   Proactive Investors — August 06, 2025

Shares 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.

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Best Momentum Stock to Buy for August 6th — Positive

HWM  MTZ  TTMI   Zacks Investment Research — August 06, 2025

TTMI, HWM and MTZ made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 6, 2025.

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Compared to Estimates, Dine Brands (DIN) Q2 Earnings: A Look at Key Metrics — Neutral

DIN   Zacks Investment Research — August 06, 2025

While 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.

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Earnings Preview: Drilling Tools International Corp. (DTI) Q2 Earnings Expected to Decline — Negative

DTI   Zacks Investment Research — August 06, 2025

Drilling 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.

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Brinker International (EAT) Earnings Expected to Grow: Should You Buy? — Positive

EAT   Zacks Investment Research — August 06, 2025

Brinker 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.

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Earnings Preview: DLocal (DLO) Q2 Earnings Expected to Decline — Negative

DLO   Zacks Investment Research — August 06, 2025

DLocal (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.

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Marex Group PLC (MRX) Earnings Expected to Grow: Should You Buy? — Positive

MRX   Zacks Investment Research — August 06, 2025

Marex 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.

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North American Construction (NOA) Reports Next Week: Wall Street Expects Earnings Growth — Positive

NOA   Zacks Investment Research — August 06, 2025

North 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.

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Earnings Preview: QXO, Inc. (QXO) Q2 Earnings Expected to Decline — Negative

QXO   Zacks Investment Research — August 06, 2025

QXO 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.

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Spirit Airlines pilot arrested at airport on child stalking charges — Negative

FLYY   Fox Business — August 06, 2025

Dominic Cipolla, 40, a Spirit Airlines pilot from Kansas City, was arrested at New Orleans airport and released on $12,500 bond for stalking charges.

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Stantec (STN) Earnings Expected to Grow: Should You Buy? — Positive

STN   Zacks Investment Research — August 06, 2025

Stantec (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.

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Will ESS Tech, Inc. (GWH) Report Negative Q2 Earnings? What You Should Know — Negative

GWH   Zacks Investment Research — August 06, 2025

ESS 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.

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Earnings Preview: AST SpaceMobile, Inc. (ASTS) Q2 Earnings Expected to Decline — Negative

ASTS   Zacks Investment Research — August 06, 2025

AST 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.

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