Volaris Reports Decrease in Consolidated Load Factor for August — Negative
VLRS Zacks Investment Research — September 03, 2025VLRS reports an August 2025 load factor of 84.7%, which decreased 2.3 percentage points year over year.
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.
Cheesecake Factory Stock: High Quality Growth At A Steep Discount — Positive
CAKE Seeking Alpha — September 03, 2025Cheesecake 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.
MNTN, Inc. (MNTN) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript — Neutral
MNTN Seeking Alpha — September 03, 2025MNTN, 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.
Apollo Wraps Up Bridge Buyout, Expands Real Estate Platform — Positive
APO Zacks Investment Research — September 03, 2025APO completes $1.5B Bridge deal, nearly doubling real estate AUM and expanding equity and origination capabilities.
Kraft Heinz's stock looks like it has bottomed out, one analyst says — Positive
KHC Market Watch — September 03, 2025A 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.
Inspire Medical Systems, Inc. (INSP) Presents At Wells Fargo 20th Annual Healthcare Conference 2025 Transcript — Neutral
INSP Seeking Alpha — September 03, 2025Inspire 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.
Google Search Monopoly Ruling Sends Signal for Big-Tech Antitrust Cases — Negative
GOOG GOOGL NYTimes — September 03, 2025A 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.
Taiwan Semiconductor Falls on China News—Buy The Dip? — Negative
TSM MarketBeat — September 03, 2025More 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.
Snowflake's AI Data Cloud Expands: Is Growth Thesis Strengthening? — Positive
SNOW Zacks Investment Research — September 03, 2025SNOW's AI Data Cloud fuels soaring revenue, strong adoption, and new partnerships, but competition from tech giants remains intense.
DELL's ISG Sales Gain Momentum: Can Servers Keep Driving Growth? — Positive
DELL Zacks Investment Research — September 03, 2025Dell Technologies' record AI server shipments and soaring ISG revenues spotlight strong growth momentum despite fierce competition.
Gilead Sciences, Inc. (GILD) Presents At Cantor Global Healthcare Conference 2025 Transcript — Neutral
GILD Seeking Alpha — September 03, 2025Gilead 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.
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, 2025Rob 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.
Rogers Communications Inc. (RCI.B:CA) Presents At Bank Of America 2025 Media, Communications & Entertainment Conference Transcript — Neutral
RCI Seeking Alpha — September 03, 2025Rogers 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.
The Coca-Cola Company (KO) Presents At Barclays 18th Annual Global Consumer Staples Conference 2025 Transcript — Neutral
KO Seeking Alpha — September 03, 2025The 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.
Securities Fraud Investigation Into AVITA Medical, Inc. (RCEL) Continues – Investors Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz — Neutral
RCEL GlobeNewsWire — September 03, 2025LOS 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.
Will C-DAC Collaboration Help RGTI Unlock India's Quantum Market? — Positive
RGTI Zacks Investment Research — September 03, 2025Rigetti's pact with India's C-DAC aims to co-develop hybrid quantum systems, opening doors to new markets and research opportunities.
HealthEquity Stock Gains as Q2 Earnings Beat Estimates, Revenues Up Y/Y — Positive
HQY Zacks Investment Research — September 03, 2025HQY'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.
Chipotle Stock Is Down 30% This Year. Why There's ‘Plenty Left in the Bowl' for Investors. — Positive
CMG Barrons — September 03, 2025Rothschild & Co Redburn upgraded Chipotle to Buy from Neutral in a research note.
iRobot Corporation Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - IRBT — Neutral
IRBT Business Wire — September 03, 2025LOS ANGELES--(BUSINESS WIRE)---- $IRBT--iRobot Corporation Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - IRBT.