Volaris Reports Decrease in Consolidated Load Factor for August — Negative

VLRS   Zacks Investment Research — September 03, 2025

VLRS reports an August 2025 load factor of 84.7%, which decreased 2.3 percentage points year over year.

image for news Volaris Reports Decrease in Consolidated Load Factor for August

Bullish Trendline Could Give Chip Stock A Boost — Positive

MU   Forbes — September 03, 2025

Micron Technology (MU) stock is on track for its third-straight daily loss, but still sports a 40.3% year-to-date lead. The security has struggled to conquer its June 26, 52-week high of $129.85, with an early August attempt coming just shy of that peak, though the $110 level stepped in to contain its subsequent pullback.

image for news Bullish Trendline Could Give Chip Stock A Boost

Cheesecake Factory Stock: High Quality Growth At A Steep Discount — Positive

CAKE   Seeking Alpha — September 03, 2025

Cheesecake Factory combines stable flagship cash flows with high-growth concepts like North Italia and Flower Child, resonating with younger demographics and driving long-term market share gains. Shares trade at just 16x forward earnings, a discount to peers, despite double-digit earnings, EBITDA, and free cash flow growth. The flagship Cheesecake Factory brand generates $21 million in average unit volumes, far ahead of most casual dining competitors.

image for news Cheesecake Factory Stock: High Quality Growth At A Steep Discount

MNTN, Inc. (NYSE:MNTN ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 10:50 AM EDT Company Participants Mark Douglas - Founder, President, CEO & Chairman of the Board Conference Call Participants Ronald Josey - Citigroup Inc., Research Division Presentation Ronald Josey MD and Co-Head of Tech & Communications Thank you, everyone, for joining. My name is Ron Josey.

image for news MNTN, Inc. (MNTN) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript

Apollo Wraps Up Bridge Buyout, Expands Real Estate Platform — Positive

APO   Zacks Investment Research — September 03, 2025

APO completes $1.5B Bridge deal, nearly doubling real estate AUM and expanding equity and origination capabilities.

image for news Apollo Wraps Up Bridge Buyout, Expands Real Estate Platform

Kraft Heinz's stock looks like it has bottomed out, one analyst says — Positive

KHC   Market Watch — September 03, 2025

A big drop in Kraft Heinz Inc.'s stock price has left the food giant at a “reasonable” valuation as its planned split into two separate companies approaches, a Morgan Stanley analyst said Wednesday.

image for news Kraft Heinz's stock looks like it has bottomed out, one analyst says

Inspire Medical Systems, Inc. (NYSE:INSP ) Wells Fargo 20th Annual Healthcare Conference 2025 September 3, 2025 11:00 AM EDT Company Participants Carlton Weatherby - Chief Strategy and Growth Officer Ezgi Yagci - Vice President of Investor Relations Conference Call Participants Larry Biegelsen - Wells Fargo Securities, LLC, Research Division Presentation Larry Biegelsen Senior Medical Device Equity Research Analyst All right. Good morning.

image for news Inspire Medical Systems, Inc. (INSP) Presents At Wells Fargo 20th Annual Healthcare Conference 2025 Transcript

A federal judge ordered steps in the search monopoly case that will restrain Google but not break it up, signaling a cautious antitrust approach by courts.

image for news Google Search Monopoly Ruling Sends Signal for Big-Tech Antitrust Cases

Taiwan Semiconductor Falls on China News—Buy The Dip? — Negative

TSM   MarketBeat — September 03, 2025

More news is coming out for the technology sector in the United States, as the issues of trade and tariffs are still ongoing and targeting the semiconductor industry like never before. This time, a direct impact has been made on shares of Taiwan Semiconductor Manufacturing NYSE: TSM as President Trump has restricted the company's presence and dealings with China.

image for news Taiwan Semiconductor Falls on China News—Buy The Dip?

Snowflake's AI Data Cloud Expands: Is Growth Thesis Strengthening? — Positive

SNOW   Zacks Investment Research — September 03, 2025

SNOW's AI Data Cloud fuels soaring revenue, strong adoption, and new partnerships, but competition from tech giants remains intense.

image for news Snowflake's AI Data Cloud Expands: Is Growth Thesis Strengthening?

DELL's ISG Sales Gain Momentum: Can Servers Keep Driving Growth? — Positive

DELL   Zacks Investment Research — September 03, 2025

Dell Technologies' record AI server shipments and soaring ISG revenues spotlight strong growth momentum despite fierce competition.

image for news DELL's ISG Sales Gain Momentum: Can Servers Keep Driving Growth?

Gilead Sciences, Inc. (NASDAQ:GILD ) Cantor Global Healthcare Conference 2025 September 3, 2025 11:30 AM EDT Company Participants Dietmar Berger - Chief Medical Officer Conference Call Participants Carter Gould - Cantor Fitzgerald & Co., Research Division Presentation Carter Gould Research Analyst Okay. Good morning, and welcome to the Cantor Global Healthcare Conference.

image for news Gilead Sciences, Inc. (GILD) Presents At Cantor Global Healthcare Conference 2025 Transcript

Portfolio Positioning For An Uncertain Market With Next Gen Investors — Neutral

AAPL  AMD  AMZN  ASML  CRM  CSCO  GOOG  GOOGL  INTR  KLBAY  MSFT  NDAQ  NFLX  NVDA  ORCL  PLTR  RSP  SPOT  TOPT  UBER  VEA   Seeking Alpha — September 03, 2025

Rob Isbitts from Sungarden Investors Club talks again to analysts Julia Ostian, Jack Bowman, and Kenio Fontes. Market risks are rising as valuations stretch, yield curves steepen, and concentration in mega-cap tech increases vulnerability.

image for news Portfolio Positioning For An Uncertain Market With Next Gen Investors

Rogers Communications Inc. (RCI.B:CA) Bank of America 2025 Media, Communications & Entertainment Conference September 3, 2025 11:20 AM EDT Company Participants Anthony Staffieri - President, CEO & Director Glenn Brandt - Chief Financial Officer Conference Call Participants Matthew Griffiths - BofA Securities, Research Division Presentation Matthew Griffiths Associate Welcome Rogers back to the conference. So with us, we have CEO of Rogers, Tony Staffieri; and the CFO, Glenn Brandt.

image for news Rogers Communications Inc. (RCI.B:CA) Presents At Bank Of America 2025 Media, Communications & Entertainment Conference Transcript

The Coca-Cola Company (NYSE:KO ) Barclays 18th Annual Global Consumer Staples Conference 2025 September 3, 2025 12:00 PM EDT Company Participants Henrique Braun - EVP & Chief Operating Officer Conference Call Participants Lauren Lieberman - Barclays Bank PLC, Research Division Presentation Lauren Lieberman MD & Senior Research Analyst Okay. We're going to get started.

image for news The Coca-Cola Company (KO) Presents At Barclays 18th Annual Global Consumer Staples Conference 2025 Transcript

LOS ANGELES, Sept. 03, 2025 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz continues its investigation of AVITA Medical, Inc. (“Avita” or the “Company”) (NASDAQ: RCEL) on behalf of investors concerning the Company's possible violations of federal securities laws.

image for news Securities Fraud Investigation Into AVITA Medical, Inc. (RCEL) Continues – Investors Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz

Will C-DAC Collaboration Help RGTI Unlock India's Quantum Market? — Positive

RGTI   Zacks Investment Research — September 03, 2025

Rigetti's pact with India's C-DAC aims to co-develop hybrid quantum systems, opening doors to new markets and research opportunities.

image for news Will C-DAC Collaboration Help RGTI Unlock India's Quantum Market?

HealthEquity Stock Gains as Q2 Earnings Beat Estimates, Revenues Up Y/Y — Positive

HQY   Zacks Investment Research — September 03, 2025

HQY's Q2 results reflect EPS growth of 25.6% year over year, revenue growth of 8.6% and a 12% increase in HSA. The company also updates its fiscal 2026 guidance.

image for news HealthEquity Stock Gains as Q2 Earnings Beat Estimates, Revenues Up Y/Y

Rothschild & Co Redburn upgraded Chipotle to Buy from Neutral in a research note.

image for news Chipotle Stock Is Down 30% This Year. Why There's ‘Plenty Left in the Bowl' for Investors.

LOS ANGELES--(BUSINESS WIRE)---- $IRBT--iRobot Corporation Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - IRBT.

image for news iRobot Corporation Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - IRBT