Kymera Therapeutics, Inc. (KYMR) Presents At Citi's 2025 Biopharma Back To School Conference Transcript — Neutral
KYMR Seeking Alpha — September 03, 2025Kymera Therapeutics, Inc. (NASDAQ:KYMR ) Citi's 2025 Biopharma Back to School Conference September 3, 2025 10:30 AM EDT Company Participants Nello Mainolfi - Co-Founder, President, CEO & Director Jared Gollob - Chief Medical Officer Conference Call Participants Geoffrey Meacham - Citigroup Inc., Research Division Presentation Geoffrey Meacham Managing Director Here we go. So welcome to the second day of the Citi Biopharma, the Back to School Conference.
GEF Boosts Debt-Reduction Efforts With Sale of Containerboard Business — Positive
GEF Zacks Investment Research — September 03, 2025Greif sells its containerboard business to Packaging Corp, driving debt reduction, capital efficiency and shareholder value.
Here's Why Investors Should Buy Armstrong Stock Right Now — Positive
AWI Zacks Investment Research — September 03, 2025AWI benefits from margin gains, acquisitions and innovation across its ceiling and design solutions.
Apple's Vision Pro Gaining Traction in Some Niches of Business — Positive
AAPL WSJ — September 03, 2025Too pricey for most consumers, the $3,500 mixed-reality headset may have found a calling in narrow and deep business applications such as helping train pilots or designing kitchens.
REV Group, Inc. (REVG) Q3 2025 Earnings Call Transcript — Neutral
REVG Seeking Alpha — September 03, 2025REV Group, Inc. (NYSE:REVG ) Q3 2025 Earnings Call September 3, 2025 10:00 AM EDT Company Participants Drew Konop - Vice President of Investor Relations & Corporate Development Mark Skonieczny - President, CEO & Director Amy Campbell - Senior Vice President & Chief Financial Officer Conference Call Participants Michael Shlisky - D.A. Davidson & Co., Research Division Mircea Dobre - Robert W.
DVN Outperforms Industry in a Month: How to Play the Stock Now? — Positive
DVN Zacks Investment Research — September 03, 2025Devon Energy's stock gains 14% in a month, fueled by low-cost operations, strong ROIC and discounted valuation versus peers.
Jazz Pharmaceuticals Plc (JAZZ) Presents At Wells Fargo 20th Annual Healthcare Conference 2025 Transcript — Neutral
JAZZ Seeking Alpha — September 03, 2025Jazz Pharmaceuticals plc (NASDAQ:JAZZ ) Wells Fargo 20th Annual Healthcare Conference 2025 September 3, 2025 9:30 AM EDT Company Participants Amal Melhem-Bertrandt Philip Johnson - Executive VP & CFO Conference Call Participants Mohit Bansal - Wells Fargo Securities, LLC, Research Division Presentation Mohit Bansal Senior Equity Analyst Thank you very much for joining us today. My name is Mohit Bansal.
Live Nation Entertainment, Inc. (LYV) Presents At Bank Of America 2025 Media, Communications & Entertainment Conference Transcript — Neutral
LYV Seeking Alpha — September 03, 2025Live Nation Entertainment, Inc. (NYSE:LYV ) Bank of America 2025 Media, Communications & Entertainment Conference September 3, 2025 10:30 AM EDT Company Participants Joe Berchtold - President & CFO Conference Call Participants Peter Henderson - BofA Securities, Research Division Presentation Peter Henderson Associate Good morning, everyone. My name is Peter Henderson.
Advanced Micro Devices, Inc. (AMD) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript — Neutral
AMD Seeking Alpha — September 03, 2025Advanced Micro Devices, Inc. (NASDAQ:AMD ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 10:50 AM EDT Company Participants Matthew Ramsay - Vice President of Financial Strategy & Investor Relations Jean Hu - Executive VP, CFO & Treasurer Conference Call Participants Christopher Danely - Citigroup Inc., Research Division Presentation Christopher Danely MD & Analyst I'm Chris Danely, your friendly neighborhood semiconductor analyst here at Citigroup. It's our distinct pleasure to have AMD, Advanced Micro Devices up next, although is the rumor true you're going to change it to AI Micro Devices or what's going to happen there?
Royal Bank Of Canada (RY:CA) Presents At 2025 Scotiabank Financials Summit Transcript — Neutral
RY Seeking Alpha — September 03, 2025Royal Bank of Canada (TSX:RY:CA ) 2025 Scotiabank Financials Summit September 3, 2025 9:30 AM EDT Company Participants David McKay - President, CEO & Director Conference Call Participants Mehmed Rizvanovic - Scotiabank Global Banking and Markets, Research Division Presentation Mehmed Rizvanovic MD & Insurance Analyst So we'd like to welcome our next guest today, which is Dave McKay, CEO of Royal Bank of Canada. Good morning, Dave.
Apple has survived Trump's tariffs so far. It might raise iPhone prices anyway — Neutral
AAPL CNBC — September 03, 2025As Apple prepares to unveil the iPhone 17, some analysts expect the company to raise prices even after all CEO Tim Cook has done to avoid the worst of tariffs. Consumer products including apparel, footwear, coffee and game consoles are seeing price increases driven by tariffs costs.
Amazon Pauses Delivery Fleet Redeployments After Outcry Over Repair Costs — Negative
AMZN WSJ — September 03, 2025The e-commerce giant said it will suspend reassignment of vans after delivery-company owners complained about surprise repair bills.
Cloud Intelligence Drives Alibaba's Growth: Can It Keep the Lead? — Positive
BABA Zacks Investment Research — September 03, 2025BABA's Cloud Intelligence rises 26% with triple-digit AI revenue growth, but rivals and rising costs test its momentum.
Is Coherent Well-Positioned to Sail Through the EV Wave? — Positive
COHR Zacks Investment Research — September 03, 2025COHR's leading position in SiC substrates, collaboration with DENSO and Mitsubishi Electric, and divestiture ease its ride through the EV revolution.
Arrowhead: Upcoming Plozasiran PDUFA Review Date And Subsequent Expansion In Place — Positive
ARWR Seeking Alpha — September 03, 2025Arrowhead stock is a Strong Buy due to significant pipeline progress, especially the upcoming FDA PDUFA review date of plozasiran for familial chylomicronemia syndrome. The PALISADE phase 3 trial for plozasiran showed robust efficacy in reducing triglycerides and acute pancreatitis risk, leading to an FDA PDUFA review date of November 18, 2025. Ongoing late-stage studies for severe hypertriglyceridemia (SHTG) and a lucrative Novartis partnership for ARO-SNCA further strengthen company's long-term growth prospects.
Google antitrust ruling gives Microsoft a shaky bridge over search giant's competitive moat — Neutral
GOOG GOOGL MSFT GeekWire — September 03, 2025A pivotal antitrust ruling aimed at addressing Google's search monopoly may have handed Microsoft its best competitive opening in many years — but it's still a slim one, and it's not clear if the Redmond company will even consider it worth the effort.
NRG: A Rare Buy, With Data-Center Contracts And VPP Growth Fueling A Multi-Year Cash Flow Boom — Positive
NRG Seeking Alpha — September 03, 2025Data center contracts and the retail VPP give NRG a rare mix of visibility and margin strength. Cash flow generation supports both growth projects and aggressive buybacks without stretching leverage. The company is reshaping its portfolio through LS Power assets and Texas projects, positioning for AI-driven demand.
Baidu's Core Ad Business Falters: Can AI Growth Offset Weakness? — Neutral
BIDU Zacks Investment Research — September 03, 2025BIDU's ad revenues tumble 15% in Q2 2025, but soaring AI Cloud and non-ad growth highlight its evolving path to recovery.
Shopify's GMV Rides on Growing Merchant Base: Sign of More Upside? — Negative
SHOP Zacks Investment Research — September 03, 2025SHOP posts a 30.6% y/y GMV rise, with strong B2B, Europe and payment growth, but faces mounting pressure from rivals Amazon and eBay.
Will General Mills (GIS) Beat Estimates Again in Its Next Earnings Report? — Positive
GIS Zacks Investment Research — September 03, 2025General Mills (GIS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.