Nvidia rejected Chinese accusations that its data center GPUs for AI include a hardware function that could remotely deactivate the chips, which is commonly called a "kill switch." "NVIDIA GPUs do not and should not have kill switches and backdoors," wrote Nvidia's chief security officer.

image for news Nvidia says its AI chips do not have a 'kill switch' after Chinese accusation

Lemonade, Inc. (LMND) Q2 2025 Earnings Call Transcript — Neutral

LMND   Seeking Alpha — August 05, 2025

Lemonade, Inc. (NYSE:LMND ) Q2 2025 Earnings Conference Call August 5, 2025 8:00 AM ET Company Participants Daniel Asher Schreiber - CO-Founder, Chairman & CEO Nicholas Stead - Corporate Participant Shai Wininger Gavish - Co-Founder, President & Director Timothy E. Bixby - CFO, Principal Accounting Officer & Treasurer Conference Call Participants Andrew E.

image for news Lemonade, Inc. (LMND) Q2 2025 Earnings Call Transcript

Eaton Q2 Earnings & Sales Beat Estimates, Organic Sales Rise Y/Y — Positive

ETN   Zacks Investment Research — August 05, 2025

ETN beats second-quarter estimates with strong organic sales growth and expects increased full-year EPS on sustained demand momentum.

image for news Eaton Q2 Earnings & Sales Beat Estimates, Organic Sales Rise Y/Y

Jacobs Solutions Inc. (J) Q3 2025 Earnings Call Transcript — Neutral

J   Seeking Alpha — August 05, 2025

Jacobs Solutions Inc. (NYSE:J ) Q3 2025 Earnings Conference Call August 5, 2025 10:00 AM ET Company Participants Bert Subin - Senior Vice President of Investor Relations Robert V. Pragada - CEO & Chair of the Board Venkatesh R.

image for news Jacobs Solutions Inc. (J) Q3 2025 Earnings Call Transcript

They are the two largest U.S. companies not in the index, but have been overlooked for inclusion recently.

image for news Paramount Could Leave S&P 500 After Deal. Robinhood, AppLovin Might Replace It.

Boise Cascade Company (BCC) Q2 2025 Earnings Call Transcript — Neutral

BCC   Seeking Alpha — August 05, 2025

Boise Cascade Company (NYSE:BCC ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Chris Forrey - Vice President of Finance & Investor Relations Joanna Barney - Executive Vice President, Building Materials Distribution Kelly E. Hibbs - Senior VP, CFO, Principal Financial & Accounting Officer and Treasurer Nathan R.

image for news Boise Cascade Company (BCC) Q2 2025 Earnings Call Transcript

BP's announcement on Monday of its largest global oil and gas discovery in 25 years in Brazil's offshore Santos basin bodes well for Equinor's nearby interests and strong appetite for an October auction of oil blocks in the region.

image for news BP's big Brazil oil and gas find boosts prospects for Equinor, auction

Ball Corp Earnings Surpass Estimates in Q2, Sales Increase Y/Y — Positive

BALL   Zacks Investment Research — August 05, 2025

BALL posts Q2 earnings and sales beats, fueled by higher volumes across all beverage packaging segments.

image for news Ball Corp Earnings Surpass Estimates in Q2, Sales Increase Y/Y

SEE's Q2 Earnings Beat Estimates, Sales Dip Y/Y on Lower Volumes — Positive

SEE   Zacks Investment Research — August 05, 2025

Sealed Air tops Q2 EPS and revenue estimates as cost savings from its CTO2Grow Program offset volume and margin pressures.

image for news SEE's Q2 Earnings Beat Estimates, Sales Dip Y/Y on Lower Volumes

Earnings "Big Test" for AMD, MI400 Chip & A.I. Growth in Focus — Negative

AMD   Schwab Network — August 05, 2025

Shares of AMD Inc. (AMD) are expected to make a big move once it reports earnings after the bell on Tuesday. Marley Kayden breaks down the numbers Wall Street expects to see in the report, which includes a $700 million hit to revenue over chip export restrictions to China.

image for news Earnings "Big Test" for AMD, MI400 Chip & A.I. Growth in Focus

NEW YORK--(BUSINESS WIRE)--Rosen Law Firm, a global investor rights law firm, announces that an investor filed a class action lawsuit on behalf of purchasers and acquirers of Novo Nordisk A/S (NYSE: NVO) securities between May 7, 2025 and July 28, 2025, both dates inclusive (the “Class Period”). Novo Nordisk is a pharmaceutical company. For more information, submit a form, email attorney Phillip Kim, or give us a call at 866-767-3653. The Allegations: Rosen Law Firm is Investigating the Allegat.

image for news Rosen Law Firm Urges Novo Nordisk A/S (NYSE: NVO) Investors with Losses in Excess of $100K to Contact the Firm for Information About Their Rights

Vertex Pharmaceuticals Inc VRTX reported better-than-expected earnings for the second quarter after the market close on Monday.

image for news These Analysts Cut Their Forecasts On Vertex Pharmaceuticals After Q2 Results

The Bull Market In Cameco Continues — Positive

CCJ   Seeking Alpha — August 05, 2025

President Trump's executive order boosts U.S. nuclear energy, benefiting uranium producers like Cameco Corporation and excluding uranium from new tariffs. Growing demand for nuclear energy and rising geopolitical tensions are driving uranium demand, with projections of a 140% increase by 2050. Cameco is positioned as a leading uranium producer with top-tier assets and global operations, poised to capitalize on industry growth.

image for news The Bull Market In Cameco Continues

BRC Inc. (BRCC) Q2 2025 Earnings Call Transcript — Neutral

BRCC   Seeking Alpha — August 05, 2025

BRC Inc. (NYSE:BRCC ) Q2 2025 Earnings Call August 5, 2025 8:30 AM ET Company Participants Christopher Mondzelewski - President, CEO & Director Matthew Amigh - Chief Financial Officer Matthew Robert McGinley - Vice President of Investor Relations Conference Call Participants Daniel William Biolsi - Hedgeye Risk Management LLC George Arthur Kelly - ROTH Capital Partners, LLC, Research Division Glenn West - William Blair & Company L.L.C., Research Division Martin Peter Mitela - Raymond James & Associates, Inc., Research Division Michael Allen Baker - D.A.

image for news BRC Inc. (BRCC) Q2 2025 Earnings Call Transcript

Easterly Government Properties, Inc. (DEA) Q2 2025 Earnings Call Transcript — Neutral

DEA   Seeking Alpha — August 05, 2025

Easterly Government Properties, Inc. (NYSE:DEA ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Allison E. Marino - Executive VP & CFO Darrell William Crate - CEO & Director Conference Call Participants Seth Eugene Bergey - Citigroup Inc., Research Division Operator Greetings.

image for news Easterly Government Properties, Inc. (DEA) Q2 2025 Earnings Call Transcript

Wheaton Precious Metals to Report Q2 Earnings: What's in Store? — Positive

WPM   Zacks Investment Research — August 05, 2025

WPM is set to post strong Q2 growth, driven by higher gold and silver prices, and increased sales volumes.

image for news Wheaton Precious Metals to Report Q2 Earnings: What's in Store?

Northwest Natural Holding Company (NWN) Q2 2025 Earnings Call Transcript — Neutral

NWN   Seeking Alpha — August 05, 2025

Northwest Natural Holding Company (NYSE:NWN ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Justin B. Palfreyman - President, CEO & Director Nikki Sparley - Director of Investor Relations & Treasury Raymond J.

image for news Northwest Natural Holding Company (NWN) Q2 2025 Earnings Call Transcript

Banco Latinoamericano de Comercio Exterior, S. A. (NYSE:BLX ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants Annette van Hoorde de Solís - Executive VP & CFO Jorge L.

image for news Banco Latinoamericano de Comercio Exterior, S. A. (BLX) Q2 2025 Earnings Call Transcript

Final Trades: Apple, PG&E, MercadoLibre and XLI — Neutral

AAPL  MELI  PCG  XLI   CNBC Television — August 05, 2025

The Investment Committee give you their top stocks to watch for the second half.

image for news Final Trades: Apple, PG&E, MercadoLibre and XLI

UFP Technologies, Inc. (UFPT) Q2 2025 Earnings Call Transcript — Neutral

UFPT   Seeking Alpha — August 05, 2025

UFP Technologies, Inc. (NASDAQ:UFPT ) Q2 2025 Earnings Call August 5, 2025 8:30 AM ET Company Participants R. Jeffrey Bailly - CEO & Chairman Ronald J.

image for news UFP Technologies, Inc. (UFPT) Q2 2025 Earnings Call Transcript