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.

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.

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.

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.

DuPont Q2 2025: Earnings Beat, Guidance Raised, And A Perfect Spin-Off — Positive
DD Seeking Alpha — August 05, 2025DuPont de Nemours, Inc. delivered strong Q2 results with revenue and earnings beats, margin expansion, and raised guidance, setting a positive tone ahead of the Qnity Electronics spinoff. The upcoming DD spin-off is a major catalyst, unlocking value by creating two focused companies: Qnity in high-growth electronics and New DuPont in stable industrials. Dividend reliability is improving, and DuPont's balance sheet and valuation provide flexibility for both growth and shareholder returns post-separation.

Amneal Pharmaceuticals, Inc. (AMRX) Q2 2025 Earnings Call Transcript — Neutral
AMRX Seeking Alpha — August 05, 2025Amneal Pharmaceuticals, Inc. (NASDAQ:AMRX ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Anastasios G. Konidaris - Executive VP & CFO Anthony DiMeo - Head of Investor Relations Chintu Patel - Co-Founder, Co-CEO & Director Chirag K.

Westlake Corporation (WLK) Q2 2025 Earnings Call Transcript — Neutral
WLK Seeking Alpha — August 05, 2025Westlake Corporation (NYSE:WLK ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Jean-Marc Gilson - President & CEO Johnathan Stevan Zoeller - VP & Treasurer Mark Steven Bender - Executive VP & CFO Conference Call Participants Adam Paul Hamilton - RBC Capital Markets, Research Division Aleksey V. Yefremov - KeyBanc Capital Markets Inc., Research Division Bhavesh Mahesh Lodaya - BMO Capital Markets Equity Research David L.

Rosen Law Firm Encourages KBR, Inc. Investors to Inquire About Securities Class Action Investigation - KBR — Neutral
KBR PRNewsWire — August 05, 2025NEW YORK , Aug. 5, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of KBR, Inc. (NYSE: KBR) resulting from allegations that KBR may have issued materially misleading business information to the investing public. So What: If you purchased KBR securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

Caterpillar: It's Time To Reduce Exposure To This Dividend Aristocrat — Positive
CAT Seeking Alpha — August 05, 2025Caterpillar has demonstrated consistent growth and resilience since my first analysis in 2019. CAT became a Dividend Aristocrat in late 2019 - a company that has increased its annual dividend for at least 25 consecutive years. Dividend Growth has been solid for this Dividend Aristocrat, but dividend yield is stuck in very low single digits.

LTC Properties, Inc. (LTC) Q2 2025 Earnings Call Transcript — Neutral
LTC Seeking Alpha — August 05, 2025LTC Properties, Inc. (NYSE:LTC ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Caroline L. Chikhale - Executive VP, CFO, Secretary, Chief Accounting Officer & Treasurer Clint B.

Caterpillar Inc. (CAT) Q2 2025 Earnings Call Transcript — Neutral
CAT Seeking Alpha — August 05, 2025Caterpillar Inc. (NYSE:CAT ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Alex Kapper - Vice President of Investor Relations Andrew R. J. Bonfield - Chief Financial Officer Joseph E.

Archrock, Inc. (AROC) Q2 2025 Earnings Call Transcript — Neutral
AROC Seeking Alpha — August 05, 2025Archrock, Inc. (NYSE:AROC ) Q2 2025 Earnings Conference Call August 5, 2025 11:30 AM ET Company Participants D. Bradley Childers - President, CEO & Director Douglas S.

Schneider Q2 Earnings In Line, Revenues Lag, 2025 EPS View Updated — Positive
SNDR Zacks Investment Research — August 05, 2025SNDR reduces its 2025 adjusted earnings per share guidance to the range of 75 cents-95 cents from the previously guided range of 75 cents-$1.00.

SoundHound to Post Q2 Earnings: Buy, Sell or Hold the Stock? — Negative
SOUN Zacks Investment Research — August 05, 2025SOUN eyes 145% revenue growth in Q2, but rising competition and high valuation may keep investors cautious.

Warren Buffett Has Never Looked This Bearish — Negative
BRK-A BRK-B 24/7 Wall Street — August 05, 2025A number of analysts believe that Warren Buffett's unusual bearishness of late reflects a “wait and see” attitude about the impact of the US tariff policies that commenced on August 1st.

SHAREHOLDER ALERT: BellRing Brands, Inc. Investigated for Securities Fraud Violations by Block & Leviton — Neutral
BRBR GlobeNewsWire — August 05, 2025Block & Leviton is investigating BellRing Brands' disclosures. Investors who have lost money in BRBR should contact the firm to potentially recover losses.

Zebra Technologies Corporation (ZBRA) Q2 2025 Earnings Call Transcript — Neutral
ZBRA Seeking Alpha — August 05, 2025Zebra Technologies Corporation (NASDAQ:ZBRA ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Michael A. Steele - Vice President of Investor Relations Nathan Andrew Winters - Chief Financial Officer William J.

LINE BREAKING NEWS: Lineage, Inc. Stock Significantly Declines After IPO on Customer Downturn -- Investors with Losses are Notified to Contact BFA Law before September 30 Class Action Deadline — Neutral
LINE Business Wire — August 05, 2025NEW YORK--(BUSINESS WIRE)---- $LINE #Attorney--Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Lineage, Inc. (NASDAQ: LINE) and certain of the Company's senior executives and directors for potential violations of the federal securities laws. If you invested in Lineage, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/lineage-inc-class-action-lawsuit. Investors have until September 30, 2025, to ask the Court to b.

TransDigm Group Incorporated (TDG) Q3 2025 Earnings Call Transcript — Neutral
TDG Seeking Alpha — August 05, 2025TransDigm Group Incorporated (NYSE:TDG ) Q3 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Jaimie Stemen - Manager of Financial Reporting Kevin M. Stein - President, CEO & Director Michael J.

The Progressive Corporation (PGR) Q2 2025 Earnings Call Transcript — Neutral
PGR Seeking Alpha — August 05, 2025The Progressive Corporation (NYSE:PGR ) Q2 2025 Earnings Conference Call August 5, 2025 9:30 AM ET Company Participants Bradley Granger - Corporate Participant Douglas S. Constantine - Director of Investor Relations Jen Kubit - Corporate Participant John Peter Sauerland - VP & CFO Patrick K.
