Lockheed Martin Corporation (NYSE:LMT ) Morgan Stanley's 13th Annual Laguna Conference September 11, 2025 11:30 AM EDT Company Participants Evan Scott - Senior VP & CFO James Taiclet - Chairman, President & CEO Conference Call Participants Kristine Liwag - Morgan Stanley, Research Division Presentation Kristine Liwag Executive Director, Head of Aerospace & Defense Equity Research and Equity Analyst Good morning, everyone. So hi, everyone.

image for news Lockheed Martin Corporation (LMT) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript

RPAR: Tactical ETF With A Very Long-Term Strategy — Negative

RPAR   Seeking Alpha — September 11, 2025

RPAR Risk Parity ETF uses a volatility-based allocation to balance risk across Treasuries, TIPS, equities, and commodities. Simulations of risk-parity models on very long periods show an attractive profit/risk balance. Nonetheless, RPAR has underperformed a 60/40 benchmark and several multi-asset ETFs since its inception in December 2019.

image for news RPAR: Tactical ETF With A Very Long-Term Strategy

Last chance to own a luxury home in three exclusive collections, including one home remaining in the Summit Collection Last chance to own a luxury home in three exclusive collections, including one home remaining in the Summit Collection

image for news Toll Brothers Announces Final Opportunity at Solstice at Wellen Park in Venice, Florida

Investors can contact the law firm at no cost to learn more about recovering their losses

image for news Dow Inc. Investors: Please contact the Portnoy Law Firm to recover your losses October 28, 2025 Deadline to file Lead Plaintiff Motion.

Opendoor Stock Taps 3-Year High as Options Traders Pile On — Positive

OPEN   Schaeffers Research — September 11, 2025

Shares of Opendoor Technologies Inc (NASDAQ:OPEN) are surging 61.7% to trade at $9.48, after the company named Shopify (SHOP) executive Kaz Nejatian as its new CEO and co-founder Keith Rabois as chairman.

image for news Opendoor Stock Taps 3-Year High as Options Traders Pile On

Pfizer's Comeback Accelerates — Positive

PFE   Seeking Alpha — September 11, 2025

Pfizer achieved 10% year-over-year Q2 2025 revenue growth to $14.7 billion, driven by Abrysvo RSV vaccine and Seagen-acquired oncology assets. Management expects over $20 billion in risk-adjusted revenue from new launches by 2030, offsetting $17–$20 billion in patent expirations. R&D investment of ~$11 billion in 2025 supports 28 Phase 3 programs across oncology, vaccines, inflammation, and rare diseases.

image for news Pfizer's Comeback Accelerates

The David Ellison-led Skydance announced a merger with Paramount last year, following weeks of bidding for the company from suitors like Sony and Apollo Global Management. The deal was greenlit by the Trump administration in July, after Skydance said it would end some diversity, equity and inclusion considerations in hiring, promotions, development and compensation.

image for news Warner Bros. Discovery Stock Soars 26% As Ellison-Led Paramount Skydance Reportedly Plans Bid

LOS ANGELES--(BUSINESS WIRE)--BuzzFeed Video: A Fresh Slate Of Original Shows, Beloved BuzzFeed Faces, And Fresh Talent Redefine Internet Fun For A Whole New Generation.

image for news BuzzFeed Studios Relaunches Flagship “BuzzFeed Video” YouTube Channel: Fan-Favorites Return, New Series Launch

Dycom Industries, Inc. (NYSE:DY ) Goldman Sachs Communacopia + Technology Conference 2025 September 11, 2025 11:50 AM EDT Company Participants Daniel Peyovich - CEO, President & Director Conference Call Participants Joshua Frantz - Goldman Sachs Group, Inc., Research Division Presentation Joshua Frantz Research Analyst Good morning, everyone, and welcome to day 4 of the Goldman Sachs Communacopia and Technology Conference. I have a privilege of introducing Dan Peyovich, President and CEO of Dycom.

image for news Dycom Industries, Inc. (DY) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript

Ibotta, Inc. (NYSE:IBTA ) Goldman Sachs Communacopia + Technology Conference 2025 September 11, 2025 12:30 PM EDT Company Participants Chris Riedy - Chief Revenue Officer Conference Call Participants Eric Sheridan - Goldman Sachs Group, Inc., Research Division Presentation Eric Sheridan MD & US Internet Analyst Okay. All right.

image for news Ibotta, Inc. (IBTA) Presents At Goldman Sachs Communacopia + Technology Conference 2025 (Transcript)

Fed easing expectations keep gold near record highs, silver builds strength above $41.03, and platinum consolidates above support at $1,367.

image for news Gold (XAUUSD), Silver, Platinum Forecasts – Fed Cut Bets and Dollar Weakness Keep Metals Bullish

Southwest Airlines Co. (NYSE:LUV ) Morgan Stanley's 13th Annual Laguna Conference September 11, 2025 12:15 PM EDT Company Participants Robert Jordan - President, CEO & Vice Chairman of the Board Conference Call Participants Unknown Attendee Presentation Unknown Analyst Great. So let's pick up the airlines track.

image for news Southwest Airlines Co. (LUV) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript

Fast-casual's bowl brigade is tasting something new this season: a healthy serving of valuation discipline. Once priced like tech disruptors, Chipotle Mexican Grill Inc CMG, CAVA Group Inc CAVA and Sweetgreen Inc SG are now navigating a sharp reset as investors reassess growth expectations and future profitability.

image for news Cava, Chipotle Trade Like Bargains—But Wall Street Hasn't Caught Up Yet

Lincoln Electric Holdings, Inc. (NASDAQ:LECO ) Morgan Stanley's 13th Annual Laguna Conference September 11, 2025 12:15 PM EDT Company Participants Gabriel Bruno - Executive VP, CFO & Treasurer Conference Call Participants Angel Castillo Malpica - Morgan Stanley, Research Division Presentation Angel Castillo Malpica Vice President Thanks and good morning, everyone. Thank you for joining us.

image for news Lincoln Electric Holdings, Inc. (LECO) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript

Paramount Skydance prepares Ellison-backed bid for Warner Bros Discovery: WSJ — Neutral

WBD   New York Post — September 11, 2025

The bid will be for the entire company, including its cable networks and movie studio, the report said, citing people familiar with the situation.

image for news Paramount Skydance prepares Ellison-backed bid for Warner Bros Discovery: WSJ

Investors can contact the law firm at no cost to learn more about recovering their losses

image for news C3.ai, Inc. Investors: Please contact the Portnoy Law Firm to recover your losses. October 21, 2025 Deadline to file Lead Plaintiff Motion

Crown Castle Inc. (NYSE:CCI ) Goldman Sachs Communacopia + Technology Conference 2025 September 11, 2025 12:30 PM EDT Company Participants Sunit Patel - Executive VP & CFO Conference Call Participants Joshua Frantz - Goldman Sachs Group, Inc., Research Division Presentation Joshua Frantz Research Analyst Good morning, everyone, and welcome to the final day of the Goldman Sachs Communacopia and Technology Conference. I'm Joshua Frantz.

image for news Crown Castle Inc. (CCI) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript

Chip Stock Extends Rally to 52-Week Highs After Bull Note — Positive

MU   Schaeffers Research — September 11, 2025

Micron Technology Inc (NASDAQ:MU) stock looking to continue its win streak, up 8.2% at $151.53 at last glance and trading at 52-week highs thanks to a boost from Citigroup Securities.

image for news Chip Stock Extends Rally to 52-Week Highs After Bull Note

NEW YORK , Sept. 11, 2025 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Ultra Clean Holdings, Inc. (NASDAQ: UCTT) breached their fiduciary duties to shareholders.

image for news Kuehn Law Encourages Investors of Ultra Clean Holdings, Inc. to Contact Law Firm

Taylor Morrison CEO: Mortgage rates under 6% is great news for the first time buyer — Positive

TMHC   CNBC Television — September 11, 2025

Sheryl Palmer, Taylor Morrison CEO, joins 'Power Lunch' to discuss the current status of the real estate market, tailwinds for the business and much more.

image for news Taylor Morrison CEO: Mortgage rates under 6% is great news for the first time buyer