Alphabet: The Good And The Bad From The Antitrust Remedy Ruling — Positive

GOOG  GOOGL   Seeking Alpha — September 03, 2025

The Alphabet Inc. antitrust remedy ruling removes the risk of forced Chrome divestment, lifting a major overhang and justifying GOOGL's rally and potential re-rating. Despite some required concessions, the ruling allows Google to largely operate as usual, preserving its core business and future growth prospects. Valuation remains attractive at 23x earnings, with strong momentum in search, cloud, and Other Bets, supporting my continued buy rating.

image for news Alphabet: The Good And The Bad From The Antitrust Remedy Ruling

The Toronto-Dominion Bank (TSX:TD:CA ) 2025 Scotiabank Financials Summit September 3, 2025 10:10 AM EDT Company Participants Leo Salom - Group Head, U.S. Retail, TD Bank Group & President and CEO, TD Bank, America's Most Convenient Bank Conference Call Participants Mehmed Rizvanovic - Scotiabank Global Banking and Markets, Research Division Presentation Mehmed Rizvanovic MD & Insurance Analyst So I'd like to welcome our next guest, Leo Salom, who is the Group Head of TD's U.S. Retail business. Leo, welcome.

image for news The Toronto-Dominion Bank (TD:CA) Presents At 2025 Scotiabank Financials Summit Transcript

CI&T Inc. (NYSE:CINT ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 9:30 AM EDT Company Participants Cesar Gon - CEO & Director Presentation Unknown Analyst [ Audio Gap] the Founder and CEO of CI&T. So it's going to be fireside chat, have some Q&A for you.

image for news CI&T Inc. (CINT) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript

Terex Inks Deal to Divest Tower & Rough Terrain Crane Businesses — Negative

TEX   Zacks Investment Research — September 03, 2025

TEX strikes a deal with Raimondi Cranes to sell its Tower and Rough Terrain units, sharpening focus on core growth.

image for news Terex Inks Deal to Divest Tower & Rough Terrain Crane Businesses

LEHI, Utah, Sept. 03, 2025 (GLOBE NEWSWIRE) -- Parents can now give their kids the freedom to explore music safely—on any phone or tablet.

image for news Gabb Music, world's largest Kid-Safe Music Streaming™ service—now available for any phone

American Tower Corporation (NYSE:AMT ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 10:10 AM EDT Company Participants Steven Vondran - President, CEO & Director Conference Call Participants Michael Rollins - Citigroup Inc., Research Division Presentation Michael Rollins MD & U.S. Telecoms Analyst [Audio Gap] and infrastructure for Citi. Just a quick housekeeping item.

image for news American Tower Corporation (AMT) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript

Varonis Systems, Inc. (NASDAQ:VRNS ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 9:30 AM EDT Company Participants Guy Melamed - CFO & COO David Gibson - Senior Vice President of Strategic Programs Conference Call Participants Fatima Boolani - Citigroup Inc., Research Division Presentation Fatima Boolani Director & Co-Head of Software Research Research team here at Citi and very excited to host you all on day 1 of the Citi TMT Conference, and I am very excited to have Varonis on stage with me. To my left, CFO, COO Guy Melamed and to his left, David Gibson.

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

Kinder Morgan, Inc. (NYSE:KMI ) Barclays 39th Annual CEO Energy-Power Conference 2025 September 3, 2025 10:20 AM EDT Company Participants Kimberly Dang - CEO & Director Conference Call Participants Theresa Chen - Barclays Bank PLC, Research Division Presentation Theresa Chen Research Analyst Good morning, everyone. My name is Theresa Chen, and I'm the midstream and refining analyst here at Barclays.

image for news Kinder Morgan, Inc. (KMI) Presents At Barclays 39th Annual CEO Energy-Power Conference 2025 Transcript

Emerson Gains From Business Strength Amid Persisting Headwinds — Positive

EMR   Zacks Investment Research — September 03, 2025

EMR posts strong gains in Intelligent Devices and Software, fueled by AspenTech buyout and expansion in key automation markets.

image for news Emerson Gains From Business Strength Amid Persisting Headwinds

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Nutex To Contact Him Directly To Discuss Their Options

image for news DEADLINE ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Nutex Health

Impact of US judge's ruling on Google's search dominance — Neutral

GOOG  GOOGL   TechXplore — September 03, 2025

Google has escaped a breakup of its Chrome browser in a major US competition case, but the judge imposed remedies whose impact remains uncertain just as AI starts to compete with search engines.

image for news Impact of US judge's ruling on Google's search dominance

Vivakor Sets Payment Date of Special Dividend for September 26, 2025 — Neutral

VIVK   GlobeNewsWire — September 03, 2025

Dallas, TX, Sept. 03, 2025 (GLOBE NEWSWIRE) -- Vivakor, Inc. (Nasdaq: VIVK) (“Vivakor” or the “Company”), an integrated provider of energy transportation, storage, reuse, and remediation services, today announced the payment date of the previously-announced special dividend to Vivakor shareholders as September 26, 2025.

image for news Vivakor Sets Payment Date of Special Dividend for September 26, 2025

Roku, Inc. (NASDAQ:ROKU ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 9:30 AM EDT Company Participants Dan Jedda - COO & CFO Conference Call Participants Jason Bazinet - Citigroup Inc., Research Division Presentation Jason Bazinet MD, Global Head of EMT & Analyst Dan Jedda, CFO of Roku, with us here today. Dan, how are you?

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

Aspen Aerogels, Inc. (NYSE:ASPN ) Barclays 39th Annual CEO Energy-Power Conference 2025 September 3, 2025 9:45 AM EDT Company Participants Ricardo Rodriguez - CFO & Treasurer Conference Call Participants John Anderson - Barclays Bank PLC, Research Division Presentation John Anderson Director and Senior North America Oilfield Services & Equipment Analyst So we don't know of too many companies quite like Aspen Aerogels. We often talk about transferable skill sets in energy services, products and services in traditional energy.

image for news Aspen Aerogels, Inc. (ASPN) Presents At Barclays 39th Annual CEO Energy-Power Conference 2025 Transcript

The Home Depot, Inc. (NYSE:HD ) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 3, 2025 10:20 AM EDT Company Participants Edward Decker - Chairman, President & CEO William Bastek - Executive Vice President of Merchandising Conference Call Participants Katharine McShane - Goldman Sachs Group, Inc., Research Division Presentation Katharine McShane MD & Retail Analyst Good morning everybody. Thanks for joining us for our fireside chat with Home Depot.

image for news The Home Depot, Inc. (HD) Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 Transcript

Macy's said high-earners are helping drive its retail comeback and boost sales. Over 50% of Macy's customers earn above $100,000, the company said.

image for news Macy's says more than half its customers have a household income of $100,000, and that's helping its turnaround

Okta, Inc. (NASDAQ:OKTA ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 10:10 AM EDT Company Participants Monty Gray - Executive Vice President of Corporate Development Dave Gennarelli - Senior Vice President of Investor Relations Conference Call Participants Fatima Boolani - Citigroup Inc., Research Division Presentation Fatima Boolani Director & Co-Head of Software Research [Audio Gap] run the software equity research franchise here at Citi. Very excited to have Okta on stage with me.

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

Nexstar Media Group, Inc. (NASDAQ:NXST ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 8:50 AM EDT Company Participants Perry Sook - Founder, Chairman & CEO Lee Gliha - Executive VP & CFO Conference Call Participants Jason Bazinet - Citigroup Inc., Research Division Presentation Jason Bazinet MD, Global Head of EMT & Analyst [Audio Gap] including Perry Sook, CEO; and Lee Ann Gliha, CFO. Thank you both for coming.

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

Disney and the FTC reach a $10 million settlement over the labeling of videos for kids on YouTube.

image for news Disney Settles FTC Complaint With YouTube Over Children's Data Collection

Can Intel Cash in on Getac's F120 Launch to Scale AI-Enhanced Tasks? — Neutral

INTC   Zacks Investment Research — September 03, 2025

INTC powers Getac's rugged F120 Copilot+PC tablet with AI Boost NPU and Core Ultra 200V chips, but margin pressures and China risks cloud growth.

image for news Can Intel Cash in on Getac's F120 Launch to Scale AI-Enhanced Tasks?