Judge Mehta's ruling in the Alphabet Inc. case removes the antitrust overhang for GOOGL stock, with minimal operational or financial impact expected in the short term. Alphabet remains undervalued, and I maintain a Strong Buy rating as the company leads innovation in AI search and continues to grow ad revenues. Profitability and margins remain robust despite AI-related cost concerns, supported by strong cloud, YouTube, and subscription growth.

Lam Research Corporation (NASDAQ:LRCX ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 8:50 AM EDT Company Participants Douglas Bettinger - Executive VP & CFO Conference Call Participants Atif Malik - Citigroup Inc., Research Division Presentation Atif Malik Director and Semiconductor Capital Equipment & Specialty Semiconductor Analyst [Audio Gap] At of Citi Global TMT Conference. My name is Atif Malik, I cover U.S. semiconductors, semiconductor equipment and networking equipment stocks, and it's my pleasure to welcome Doug Bettinger, EVP, CFO, Lam Research; as well as Ram Ganesh, friendly neighborhood IR.

Mattel, Inc. (NASDAQ:MAT ) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 3, 2025 8:55 AM EDT Company Participants Ynon Kreiz - Executive Chairman & CEO Paul Ruh - Chief Financial Officer Conference Call Participants Stephen Laszczyk - Goldman Sachs Group, Inc., Research Division Presentation Stephen Laszczyk Research Analyst All right. Great. Thank you, everyone, for joining us this morning.

Dycom Industries, Inc. (NYSE:DY ) Bank of America 2025 Media, Communications & Entertainment Conference September 3, 2025 10:30 AM EDT Company Participants Daniel Peyovich - CEO, President & Director Conference Call Participants Alexander Waters - BofA Securities, Research Division Presentation Alexander Waters Communications Infrastructure Equity Analyst Well, welcome, everyone. My name is Alex Waters.

Teck Resources Ltd (TSX:TECK.B) announced it will defer major growth projects until its Quebrada Blanca (QB) copper mine in Chile reaches steady-state operations and ramp-up targets. The decision follows a comprehensive review of operations aimed at improving performance and reinforcing confidence in future business plans, the company said in a statement.

Newly imposed tariffs and weak U.S. demand lead to a wider year-over-year loss in Q4 for KOSS, though stronger export and DTC sales help partially offset the impact.

CAVA's new restaurants are topping $3M in sales, fueling rapid expansion and menu innovation as it targets 1,000 units by 2032.

Devon Energy Corporation (NYSE:DVN ) Barclays 39th Annual CEO Energy-Power Conference 2025 September 3, 2025 9:45 AM EDT Company Participants Clay Gaspar - President, CEO & Director Conference Call Participants Wei Jiang - Barclays Bank PLC, Research Division Presentation Wei Jiang Research Analyst All right. Moving on to our next one.

American Bitcoin Corp (NASDAQ: ABTC) shares surged as much as 83% on its first day of trading Wednesday following the company's merger with publicly traded Gryphon Digital Mining. Trading in the stock triggered seven separate trading halts on the Nasdaq, due to price volatility.

Shenandoah Telecommunications Company (NASDAQ:SHEN ) Bank of America 2025 Media, Communications & Entertainment Conference September 3, 2025 9:40 AM EDT Company Participants James Volk - Senior VP of Finance & CFO Edward McKay - President & CEO Conference Call Participants Michael Funk - BofA Securities, Research Division Presentation Michael Funk VP in Equity Research Mike Funk from Bank of America. I lead the telecom infrastructure, comm software team at the bank.

Shoals Technologies Group, Inc. (NASDAQ:SHLS ) Barclays 39th Annual CEO Energy-Power Conference 2025 September 3, 2025 10:55 AM EDT Company Participants Brandon Moss - Director & CEO Conference Call Participants Christine Cho - Barclays Bank PLC, Research Division Presentation Christine Cho Director & Equity Research Analyst Okay. I think we'll get started here.

Macy's, Inc. recent earnings beat and its 'Bold New Chapter' strategy signal a promising turnaround and renewed operational focus. The company's valuation is extremely attractive, with a low P/E and valuable real estate holdings providing hidden upside potential. Profitability is improving through store closures, omni-channel investments, and a shift toward higher-income shoppers, despite ongoing sales declines.

TRGP launches open season for its Forza Pipeline, aiming to boost Delaware Basin gas connectivity to Texas markets by mid-2028.

Does TEGNA Inc. (TGNA) have what it takes to be a top stock pick for momentum investors? Let's find out.

Intercorp Financial Services (IFS) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Does Bancolombia (CIB) have what it takes to be a top stock pick for momentum investors? Let's find out.

IO Biotech, Inc. (IOBT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Does Cadence (CADE) have what it takes to be a top stock pick for momentum investors? Let's find out.

Does Halozyme Therapeutics (HALO) have what it takes to be a top stock pick for momentum investors? Let's find out.

Does Enerflex (EFXT) have what it takes to be a top stock pick for momentum investors? Let's find out.