Nvidia says its AI chips do not have a 'kill switch' after Chinese accusation — Neutral
NVDA CNBC — August 05, 2025Nvidia 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.

Lemonade, Inc. (LMND) Q2 2025 Earnings Call Transcript — Neutral
LMND Seeking Alpha — August 05, 2025Lemonade, 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.

Eaton Q2 Earnings & Sales Beat Estimates, Organic Sales Rise Y/Y — Positive
ETN Zacks Investment Research — August 05, 2025ETN beats second-quarter estimates with strong organic sales growth and expects increased full-year EPS on sustained demand momentum.

Jacobs Solutions Inc. (J) Q3 2025 Earnings Call Transcript — Neutral
J Seeking Alpha — August 05, 2025Jacobs 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.

Paramount Could Leave S&P 500 After Deal. Robinhood, AppLovin Might Replace It. — Neutral
APP HOOD PARA PARAA Barrons — August 05, 2025They are the two largest U.S. companies not in the index, but have been overlooked for inclusion recently.

Boise Cascade Company (BCC) Q2 2025 Earnings Call Transcript — Neutral
BCC Seeking Alpha — August 05, 2025Boise 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.

BP's big Brazil oil and gas find boosts prospects for Equinor, auction — Positive
BP EQNR Reuters — August 05, 2025BP'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.

Ball Corp Earnings Surpass Estimates in Q2, Sales Increase Y/Y — Positive
BALL Zacks Investment Research — August 05, 2025BALL posts Q2 earnings and sales beats, fueled by higher volumes across all beverage packaging segments.

SEE's Q2 Earnings Beat Estimates, Sales Dip Y/Y on Lower Volumes — Positive
SEE Zacks Investment Research — August 05, 2025Sealed Air tops Q2 EPS and revenue estimates as cost savings from its CTO2Grow Program offset volume and margin pressures.

Earnings "Big Test" for AMD, MI400 Chip & A.I. Growth in Focus — Negative
AMD Schwab Network — August 05, 2025Shares 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.

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 — Neutral
NVO Business Wire — August 05, 2025NEW 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.

These Analysts Cut Their Forecasts On Vertex Pharmaceuticals After Q2 Results — Neutral
VRTX Benzinga — August 05, 2025Vertex Pharmaceuticals Inc VRTX reported better-than-expected earnings for the second quarter after the market close on Monday.

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.

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.

Easterly Government Properties, Inc. (DEA) Q2 2025 Earnings Call Transcript — Neutral
DEA Seeking Alpha — August 05, 2025Easterly 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.

Wheaton Precious Metals to Report Q2 Earnings: What's in Store? — Positive
WPM Zacks Investment Research — August 05, 2025WPM is set to post strong Q2 growth, driven by higher gold and silver prices, and increased sales volumes.

Northwest Natural Holding Company (NWN) Q2 2025 Earnings Call Transcript — Neutral
NWN Seeking Alpha — August 05, 2025Northwest 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.

Banco Latinoamericano de Comercio Exterior, S. A. (BLX) Q2 2025 Earnings Call Transcript — Neutral
BLX Seeking Alpha — August 05, 2025Banco 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.

Final Trades: Apple, PG&E, MercadoLibre and XLI — Neutral
AAPL MELI PCG XLI CNBC Television — August 05, 2025The Investment Committee give you their top stocks to watch for the second half.

UFP Technologies, Inc. (UFPT) Q2 2025 Earnings Call Transcript — Neutral
UFPT Seeking Alpha — August 05, 2025UFP Technologies, Inc. (NASDAQ:UFPT ) Q2 2025 Earnings Call August 5, 2025 8:30 AM ET Company Participants R. Jeffrey Bailly - CEO & Chairman Ronald J.
