EPR Properties (NYSE:EPR ) BofA Securities 2025 Global Real Estate Conference September 9, 2025 11:05 AM EDT Company Participants Gregory Silvers - President, CEO & Board Chair Benjamin Fox Mark Peterson - Executive VP, CFO & Treasurer Conference Call Participants Jana Galan - BofA Securities, Research Division Presentation Jana Galan Research Analyst Welcome to BofA's 2025 Global Real Estate Conference. I'm Jana Galan, and I cover the net lease REITs over at Bank of America.

Gilead Sciences, Inc. (NASDAQ:GILD ) Morgan Stanley 23rd Annual Global Healthcare Conference September 9, 2025 10:45 AM EDT Company Participants Daniel O'Day - Chairman & CEO Johanna Mercier - Chief Commercial Officer Conference Call Participants Terence Flynn - Morgan Stanley, Research Division Presentation Terence Flynn Equity Analyst Great. Well, thanks, everyone, for joining us.

SoFi stock has soared 80% in three months as membership, fee-based revenues and earnings momentum fuel bullish investor sentiment.

Guidewire Software, Inc. (NYSE:GWRE ) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 11:10 AM EDT Company Participants Mike Rosenbaum - CEO & Director Conference Call Participants Adam Hotchkiss - Goldman Sachs Group, Inc., Research Division Presentation Adam Hotchkiss Business Analyst My name is Adam Hotchkiss. I cover the emerging software space here at Goldman.

The $53 billion planned merger between Anglo American and Teck Resources announced on Tuesday marks a breakthrough after years of failed mining sector consolidation attempts and could spur their rivals to action.

Iron Mountain Incorporated (NYSE:IRM ) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 11:50 AM EDT Company Participants Barry Hytinen - Executive VP & CFO Conference Call Participants Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Presentation Keen Fai Tong Research Analyst Okay. Good morning, and welcome.

TransUnion (NYSE:TRU ) Barclays 23rd Annual Global Financial Services Conference September 9, 2025 10:30 AM EDT Company Participants Christopher Cartwright - President, CEO & Director Conference Call Participants Manav Patnaik - Barclays Bank PLC, Research Division Presentation Manav Patnaik MD, Business & Information Services Equity Research Analyst. All right.

I was dead wrong with my bear case on Tesla, Inc. Focus is shifting from poor EV sales and slow robotaxi deployment towards the approval of CEO Elon Musk's $1T compensation plan. The plan (granted on September 3, but pending approval) grants up to 423.7M shares in 12 tranches, each tied to market cap and operational milestones. The final market cap target is $8.5T. Reaching that valuation hinges on Optimus. Elon says it's 80% of future value. At 25% margins and a 25 P/E, Tesla would need $1T revenue from ~36–54M robots/year.

Datadog, Inc. (NASDAQ:DDOG ) Goldman Sachs Communacopia & Technology Conference September 9, 2025 11:10 AM EDT Company Participants David Obstler - Chief Financial Officer Conference Call Participants Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Presentation Kasthuri Rangan Head of Software Coverage What a delight to host 2 companies from the great New York City headquartered in New York City and my favorite outside of San Francisco to ever -- I spent -- I think I spent the most amount of time outside of San Francisco in New York. So I love New York, and welcome Dave Obstler, the …

CARBONDALE, Pa.--(BUSINESS WIRE)--Gentex Corporation is proud to announce its role as a key partner in the U.S. Army's Soldier Borne Mission Command (SBMC) program, awarded to Anduril Industries. Under this contract, Gentex will provide advanced helmet and communications integration to support the Army's next-generation Heads Up Displays (HUDs), ensuring seamless soldier adoption and enhanced survivability in the most demanding environments. “This program represents the next step in connecting.

BABA's China E-commerce arm posts 10% growth with Taobao driving user gains, but margin pressure looms amid fierce competition.

MTZ's premium valuation has not slowed momentum, with record backlog, raised guidance and surging demand across communications, clean energy and power delivery.

Comments Made During Company Presentation at H.C. Wainwright Conference JAKARTA, INDONESIA AND DANVILLE, CA, Sept.

Hologic, Inc. (NASDAQ:HOLX ) Morgan Stanley 23rd Annual Global Healthcare Conference September 9, 2025 10:45 AM EDT Company Participants Stephen MacMillan - Chairman, CEO & President Conference Call Participants Kallum Titchmarsh - Morgan Stanley, Research Division Michael Matson - Needham & Company, LLC, Research Division Presentation Kallum Titchmarsh Equity Analyst Okay. Thank you, everyone.

Rhythm Pharmaceuticals, Inc. (NASDAQ:RYTM ) Morgan Stanley 23rd Annual Global Healthcare Conference September 9, 2025 11:30 AM EDT Company Participants David Meeker - Chairman, President & CEO Conference Call Participants Michael Ulz - Morgan Stanley, Research Division Presentation Michael Ulz Equity Analyst All right. Good afternoon, everyone, and thanks for joining us at the Morgan Stanley Global Healthcare Conference.

Cytokinetics, Incorporated (NASDAQ:CYTK ) Morgan Stanley 23rd Annual Global Healthcare Conference September 9, 2025 11:30 AM EDT Company Participants Fady Malik - Executive Vice President of Research & Development Andrew Callos - Executive VP & Chief Commercial Officer Sung Lee - EVP & CFO Conference Call Participants Maxwell Skor - Morgan Stanley, Research Division Presentation Maxwell Skor Equity Analyst All right. Great. I'm Max Skor, a biotech analyst with Morgan Stanley.

Solventum Corporation (NYSE:SOLV ) Morgan Stanley 23rd Annual Global Healthcare Conference September 9, 2025 10:45 AM EDT Company Participants Wayde McMillan - Chief Financial Officer Garri Garrison - President of Health Information Systems Conference Call Participants Patrick Wood - Morgan Stanley, Research Division Presentation Patrick Wood MD of Equity Research Thanks. Welcome, everybody.

COMPASS Pathways plc (NASDAQ:CMPS ) Morgan Stanley 23rd Annual Global Healthcare Conference September 9, 2025 10:45 AM EDT Company Participants Kabir Nath - CEO & Director Guy Goodwin - Chief Medical Officer Lori Englebert - Chief Commercial Officer Teri Loxam - CFO, Principal Financial Officer & Principal Accounting Officer Conference Call Participants Judah Frommer - Morgan Stanley, Research Division Presentation Judah Frommer Equity Analyst All right. Good morning, everyone.

Cracker Barrel is halting plans to renovate more of its restaurants, it said on Tuesday. The chain had renovated some of its locations with lighter-colored walls and fewer antiques.

The AI server maker is working with Nokia to create an integrated data-center solution.