Science Applications International Corporation (NASDAQ:SAIC ) Q2 2026 Earnings Call September 4, 2025 10:00 AM EDT Company Participants Joseph DeNardi - Senior VP of Investor Relations & Treasurer Toni Townes-Whitley - CEO & Director Prabu Natarajan - Executive VP & CFO Conference Call Participants Jonathan Ladewig Seth Seifman - JPMorgan Chase & Co, Research Division Tobey Sommer - Truist Securities, Inc., Research Division Colin Canfield - Cantor Fitzgerald & Co., Research Division Gautam Khanna - TD Cowen, Research Division Max Miller - UBS Investment Bank, Research Division David Strauss - Barclays Bank PLC, Research Division Noah Poponak - Goldman Sachs …

FedEx's parcel delivery business faces low margins and tough competition, but cost-saving initiatives could boost profits by up to 50%. The planned spin-off of the high-margin freight segment is a key catalyst, potentially unlocking significant shareholder value and raising FedEx's valuation multiple. Despite industry challenges, FedEx is undervalued at 13x earnings; a more appropriate multiple is 16-17x, implying a 30% stock price upside.

NEW YORK, Sept. 04, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against AGCO Corporation (NYSE:AGCO) on behalf of stockholders. Our investigation concerns whether the board of directors of AGCO have breached their fiduciary duties to the company.

America's Car-Mart, Inc. (NASDAQ:CRMT ) Q1 2026 Earnings Call September 4, 2025 9:00 AM EDT Company Participants Jonathan Collins - Chief Financial Officer Douglas Campbell - CEO, President & Director Jamie Fischer - Chief Operating Officer Conference Call Participants Kyle Joseph - Stephens Inc., Research Division John Hecht - Jefferies LLC, Research Division Presentation Operator Good morning, and welcome to America's Car-Mart's First Quarter Fiscal Year 2026 Earnings Conference Call for the period ending July 31, 2025. [Operator Instructions] Please be advised that today's conference is being recorded.

Agnico Eagle Mines Limited (NYSE:AEM ) Jefferies Mining and Industrials Conference 2025 September 4, 2025 9:30 AM EDT Company Participants James Porter - Executive VP of Finance & CFO Conference Call Participants Fahad Tariq - Jefferies LLC, Research Division Unknown Attendee Presentation Fahad Tariq Equity Analyst Okay. Welcome, everyone, to our next session.

The end of the year is fast approaching, and so too is the end of the tax year. It's been a complicated stock market year for investors, to say the least, with tax implications galore.

Ciena Corporation delivered a blowout quarter, beating revenue and earnings estimates, raising guidance, and surprising a market that had extremely low expectations. Cloud and AI-driven demand are fueling rapid growth, with cloud provider revenue up 94% and new product milestones achieved across WaveLogic and routing lines. Despite trading at a high earnings multiple, Ciena's growth-adjusted valuation, or PEG, is actually cheaper than its historical average, reflecting outsized growth.

Las Vegas has seen visitation decline for seven consecutive months, with the most recent report from July showing a 12% decline year over year. MGM Resorts CEO Bill Hornbuckle said, "Las Vegas is not done or dead.

Shares in French drugmaker Sanofi fell more than 10% on Thursday, wiping nearly $13 billion off its market value, after late-stage trial data for its experimental inflammatory disease drug amlitelimab disappointed Wall Street.

Waymo has been cleared to serve its first airpot in California: San Jose Mineta International. The company announced Thursday that it will start testing its robotaxis there in the coming months, and that it plans to start offering commercial rides by the end of the year.

Boeing Defense plans to hire new workers to replace members of the International Association of Machinists and Aerospace Workers who are on strike in the St. Louis area, the company said on Thursday.

ZIM Integrated Shipping Services Ltd.'s FQ2 earnings report revealed several strong headwinds and triggered sizable stock price corrections. The only time we like cyclical stocks is when things are bad. Judging by the ZIM's FQ2 profits and management's updated earnings guidance, I feel things are near their worst for ZIM.

Bret Taylor's artificial intelligence startup Sierra has closed a $350 million funding round at a $10 billion valuation. Taylor is the chairman of OpenAI's board, and he previously served as co-CEO of Salesforce.

Semiconductor stock Texas Instruments Inc (NASDAQ:TXN) was last seen down 3.9% at $188.09 as it heads for its sixth-straight daily drop.

SMTI's Surgical segment revenue grew 28% year-over-year in Q1 to $25.8 million. Surgical segment adjusted EBITDA was $4.7 million, while THP correspondingly posted a loss of $2.1 million. Management is looking at strategic alternatives for THP while planning to cap further investments at $6 million.

DIS' Experiences hits $9B in Q3 revenues, with global expansions and cruise growth fueling long-term momentum.

SHEL scraps its Rotterdam biofuels project, citing weak market conditions and a shift back to traditional fossil fuels.

Apple gains momentum as iPhone 17 Air launch nears and a Google court ruling secures billions in annual payments.

Over the past year, Nvidia ( NVDA ) CEO Jensen Huang has dramatically shifted his view on quantum computing. Once framing the technology as a breakthrough for the distant future, Huang now believes commercialization may be much sooner.

MGM Resorts International (NYSE:MGM ) BofA Securities 2025 Gaming and Lodging Conference September 4, 2025 10:40 AM EDT Company Participants Howard Wang - Vice President of Investor Relations William Hornbuckle - President, CEO & Director Sarah Rogers - SVP, Corporate Finance Conference Call Participants James Kayler - BofA Securities, Research Division Presentation Unknown Analyst Let's keep right after it. Our next fireside chat here is with the management team from MGM Resorts, I think a group that needs very little introduction.