Lockheed Martin Corporation (LMT) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript — Neutral
LMT Seeking Alpha — September 11, 2025Lockheed 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.
RPAR: Tactical ETF With A Very Long-Term Strategy — Negative
RPAR Seeking Alpha — September 11, 2025RPAR 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.
Toll Brothers Announces Final Opportunity at Solstice at Wellen Park in Venice, Florida — Neutral
TOL GlobeNewsWire — September 11, 2025Last 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
Dow Inc. Investors: Please contact the Portnoy Law Firm to recover your losses October 28, 2025 Deadline to file Lead Plaintiff Motion. — Neutral
DOW GlobeNewsWire — September 11, 2025Investors can contact the law firm at no cost to learn more about recovering their losses
Opendoor Stock Taps 3-Year High as Options Traders Pile On — Positive
OPEN Schaeffers Research — September 11, 2025Shares 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.
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.
Warner Bros. Discovery Stock Soars 26% As Ellison-Led Paramount Skydance Reportedly Plans Bid — Positive
WBD Forbes — September 11, 2025The 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.
BuzzFeed Studios Relaunches Flagship “BuzzFeed Video” YouTube Channel: Fan-Favorites Return, New Series Launch — Neutral
BZFD Business Wire — September 11, 2025LOS 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.
Dycom Industries, Inc. (DY) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript — Neutral
DY Seeking Alpha — September 11, 2025Dycom 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.
Ibotta, Inc. (IBTA) Presents At Goldman Sachs Communacopia + Technology Conference 2025 (Transcript) — Neutral
IBTA Seeking Alpha — September 11, 2025Ibotta, 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.
Gold (XAUUSD), Silver, Platinum Forecasts – Fed Cut Bets and Dollar Weakness Keep Metals Bullish — Positive
AAAU DGL DGP GLD GLDM IAU IAUF OUNZ UGL FXEmpire — September 11, 2025Fed easing expectations keep gold near record highs, silver builds strength above $41.03, and platinum consolidates above support at $1,367.
Southwest Airlines Co. (LUV) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript — Neutral
LUV Seeking Alpha — September 11, 2025Southwest 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.
Cava, Chipotle Trade Like Bargains—But Wall Street Hasn't Caught Up Yet — Neutral
CAVA CMG Benzinga — September 11, 2025Fast-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.
Lincoln Electric Holdings, Inc. (LECO) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript — Neutral
LECO Seeking Alpha — September 11, 2025Lincoln 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.
Paramount Skydance prepares Ellison-backed bid for Warner Bros Discovery: WSJ — Neutral
WBD New York Post — September 11, 2025The bid will be for the entire company, including its cable networks and movie studio, the report said, citing people familiar with the situation.
C3.ai, Inc. Investors: Please contact the Portnoy Law Firm to recover your losses. October 21, 2025 Deadline to file Lead Plaintiff Motion — Neutral
AI GlobeNewsWire — September 11, 2025Investors can contact the law firm at no cost to learn more about recovering their losses
Crown Castle Inc. (CCI) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript — Neutral
CCI Seeking Alpha — September 11, 2025Crown 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.
Chip Stock Extends Rally to 52-Week Highs After Bull Note — Positive
MU Schaeffers Research — September 11, 2025Micron 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.
Kuehn Law Encourages Investors of Ultra Clean Holdings, Inc. to Contact Law Firm — Neutral
UCTT PRNewsWire — September 11, 2025NEW 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.
Taylor Morrison CEO: Mortgage rates under 6% is great news for the first time buyer — Positive
TMHC CNBC Television — September 11, 2025Sheryl Palmer, Taylor Morrison CEO, joins 'Power Lunch' to discuss the current status of the real estate market, tailwinds for the business and much more.