Certara, Inc. (NASDAQ:CERT ) Baird Global Healthcare Conference 2025 September 9, 2025 10:15 AM EDT Company Participants William Feehery - CEO & Director John Gallagher - SVP, Principal Accounting Officer & Chief Financial Officer Conference Call Participants Joseph Vruwink - Robert W. Baird & Co. Incorporated, Research Division Presentation Joseph Vruwink Senior Research Analyst All right.

Discover why Zacks, being the first on Wall Street to initiate the stock coverage, rates LARK as "Outperform." Explore how strong profits, rising deposits and brand recognition position Landmark Bancorp for growth.

MOD lifts its fiscal 2026 outlook as Climate Solutions revenues jump 11% and acquisitions fuel stronger growth momentum.

NOK partners with Supermicro to deliver AI-optimized data center networking solutions focused on performance, scalability and automation.

Amphenol's premium valuation is backed by strong order growth, big acquisitions, and upbeat Q3 forecasts, fueling solid momentum.

Nebius Group N.V. just inked a $17.4+ billion deal with Microsoft, another indication the AI megatrend is alive and well. However, not al top AI stocks are created equally, especially as we begin to progress through different phases of the AI/cloud megatrend cycle. After reviewing NBIS, this report highlights 5 additional top AI stocks (each at a different phase of the megatrend) and then concludes with an important takeaway about investing in AI.

LifeStance Health Group, Inc. (NASDAQ:LFST ) Morgan Stanley 23rd Annual Global Healthcare Conference September 9, 2025 10:00 AM EDT Company Participants David Bourdon - CEO & Director Ryan McGroarty - CFO & Treasurer Conference Call Participants Craig Hettenbach - Morgan Stanley, Research Division Presentation Craig Hettenbach VP & Equity Analyst All right. Great. Good morning, everyone.

MIDD struggles with weak segment demand, rising costs and heavy debt, weighing on performance and investor sentiment.

Ultragenyx posts 96-week data showing DTX401 sharply cuts cornstarch needs and improves life quality in GSDIa patients.

RH RH, formerly Restoration Hardware, is scheduled to report its second-quarter fiscal 2025 (ended Aug. 2) results on Sept. 11, after market close.

DIS trades at 18.41x P/E, below historical averages. Despite streaming profits & park growth, hold for better entry as 2026 expansions create near-term risks.

RBC posts double-digit aerospace and defense growth, backed by strong orders, backlog and robust market demand.

HWM lifts 2025 margin guidance as strong pricing, cost control and market momentum offset rising expenses.

Tesla is updating its utility-scale Megapack batteries as it seeks to stem the decline of its lucrative energy storage business.

Microsoft said in a blog post that employees will have to start coming into the office three days a week. The company said the new requirements will go into effect in Puget Sound, which includes its headquarters outside of Seattle, starting in February.

Brazil's President Luiz Inacio Lula da Silva said on Tuesday that environmental agency Ibama should be satisfied with the results of an emergency drill done by state-run oil firm Petrobras in the country's Foz do Amazonas basin.

GitLab posted strong Q2 beats, but shares fell on weak revenue guidance and the CFO's departure. Key metrics show troubling signs, with growth rates in customer addition and performance obligations declining meaningfully year over year. Guidance implies a notable revenue growth slowdown, raising concerns about sustaining high growth as the company scales.

Bicycle Therapeutics plc (NASDAQ:BCYC ) Morgan Stanley 23rd Annual Global Healthcare Conference September 9, 2025 7:45 AM EDT Company Participants Kevin Lee - CEO & Executive Director Jennifer Perry - Chief Strategy Officer & Head of Commercial Alethia Young - Chief Financial Officer Conference Call Participants Maxwell Skor - Morgan Stanley, Research Division Presentation Maxwell Skor Equity Analyst Hello, everyone. I'm Max Skor, a biotech analyst with Morgan Stanley, and I'm happy to welcome Bicycle Therapeutics, specifically Kevin Lee, CEO; Alethia Young, CFO; and Jennifer Perry, Chief Strategy Officer.

Nebius Group N.V. just landed a $17.4B, 5-year AI GPU contract with Microsoft, massively exceeding previous revenue expectations. The AI cloud company is uniquely positioned with under appreciated assets and limited debt, enabling aggressive AI infrastructure expansion and further customer growth beyond Microsoft. Despite a sharp after-hours stock jump, Nebius trades at only 4x conservative 2027 ARR estimates, leaving significant upside as the Microsoft deal ramps.

CCJ posts strong Q2 results with soaring uranium sales, but faces a premium valuation and trimmed McArthur River output.