Apellis Pharmaceuticals, Inc. (NASDAQ:APLS ) Wells Fargo 20th Annual Healthcare Conference 2025 September 3, 2025 8:45 AM EDT Company Participants Timothy Sullivan - CFO & Treasurer David Acheson - Executive Vice President of Commercial Conference Call Participants Derek Archila - Wells Fargo Securities, LLC, Research Division Presentation Derek Archila Senior Equity Analyst All right, everyone. I think we'll get started with our next session.

image for news Apellis Pharmaceuticals, Inc. (APLS) Presents At Wells Fargo 20th Annual Healthcare Conference 2025 Transcript

Macy's, Inc. (M) Q2 2025 Earnings Call Transcript — Neutral

M   Seeking Alpha — September 03, 2025

Macy's, Inc. (NYSE:M ) Q2 2025 Earnings Call September 3, 2025 8:00 AM EDT Company Participants Pamela Quintiliano - Head of Investor Relations Antony Spring - CEO & Chairman Thomas Edwards - COO & CFO Conference Call Participants Matthew Boss - JPMorgan Chase & Co, Research Division Dana Telsey - Telsey Advisory Group LLC Blake Anderson - Jefferies LLC, Research Division Oliver Chen - TD Cowen, Research Division Alexandra Straton - Morgan Stanley, Research Division Tracy Kogan - Citigroup Inc., Research Division Michael Binetti - Evercore ISI Institutional Equities, Research Division Paul Kearney - Barclays Bank PLC, Research Division Jay …

image for news Macy's, Inc. (M) Q2 2025 Earnings Call Transcript

Top Mobile Payments Stocks to Buy Amid Rapid Fintech Growth — Positive

COF  MQ  PYPL  VYX   Zacks Investment Research — September 03, 2025

COF, PYPL, MQ and VYX are driving mobile payments growth with better integration, AI, digital wallets and seamless checkout solutions.

image for news Top Mobile Payments Stocks to Buy Amid Rapid Fintech Growth

2 Air Conditioner & Heating Stocks Riding Data Center & Efficiency Push — Positive

FIX  TGEN   Zacks Investment Research — September 03, 2025

Stocks like FIX and TGEN are likely to benefit from the Air Conditioner & Heating industry's pro-environmental moves and data center surge.

image for news 2 Air Conditioner & Heating Stocks Riding Data Center & Efficiency Push

The Walt Disney Co. will pay a $10 million fine to settle a Federal Trade Commission lawsuit alleging it allowed personal data to be collected on kids under 13, violating federal law.The FTC said Tuesday Disney violated the Children's Online Privacy Protection Act, or COPPA, which requires kid-oriented apps and websites to get parents' consent before collecting personal information of children under 13.According to the complaint, Disney failed to properly label some videos that it uploaded to YouTube as “Made for Kids.” The mislabeling allowed Disney, through YouTube, to collect personal data from children under 13 viewing child-directed videos and …

image for news Disney penalized with $10 million FTC fine for allegedly collecting data on kids

REDWOOD CITY, Calif., Sept. 03, 2025 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd.

image for news Check Point Software Shareholders Approve All 2025 Annual General Meeting Proposals

I like these AI Stocks Better Than Nvidia — Neutral

AAPL  GOOG   24/7 Wall Street — September 03, 2025

Has Nvidia (NASDAQ:NVDA) stock finally peaked after failing to march higher following a quarterly result that can only be described as strong, but not surprisingly so?

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Celestica: The AI Infrastructure Goldmine Still Climbing — Positive

CLS   Seeking Alpha — September 03, 2025

Celestica's rally is justified by strong margin expansion, driven by the high-growth, high-margin HPS sub-segment, now 43% of sales and rising. Celestica delivered exceptional Q2 2025 results with $2.89B revenue (+20.9% YoY) and $1.39 adjusted EPS (+52.75% YoY), achieving highest-ever 7.4% EBIT margin. HPS sub-segment drove 82% YoY growth, now representing 43% of total sales versus 8% last year, creating sustainable margin expansion trajectory.

image for news Celestica: The AI Infrastructure Goldmine Still Climbing

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

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

Kimberly-Clark Corporation (NASDAQ:KMB ) Barclays 18th Annual Global Consumer Staples Conference 2025 September 3, 2025 8:15 AM EDT Company Participants Russell Torres - President & COO Michael Hsu - Chairman & CEO Nelson Urdaneta - Senior VP & CFO 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 Kimberly-Clark Corporation (KMB) Presents At Barclays 18th Annual Global Consumer Staples Conference 2025 Transcript

Is the Options Market Predicting a Spike in Nordson Stock? — Neutral

NDSN   Zacks Investment Research — September 03, 2025

Investors need to pay close attention to NDSN stock based on the movements in the options market lately.

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Should You Buy, Sell or Hold MRVL Stock Post Strong Q2 Earnings? — Positive

MRVL   Zacks Investment Research — September 03, 2025

Marvell Technology posts strong Q2 earnings on AI-driven data center gains, but margin pressure and fierce competition keep the stock a hold.

image for news Should You Buy, Sell or Hold MRVL Stock Post Strong Q2 Earnings?

Here's Why You Must Add HEICO Stock to Your Portfolio Right Now — Positive

HEI   Zacks Investment Research — September 03, 2025

HEI's aftermarket strength, high liquidity and smart acquisitions fuel growth, making it a compelling aerospace investment pick.

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Corpay, Inc. (NYSE:CPAY ) Jefferies 2025 Global FinTech Conference September 3, 2025 8:40 AM EDT Company Participants Peter Walker - Chief Financial Officer Conference Call Participants Trevor Williams - Jefferies LLC, Research Division Presentation Trevor Williams Senior Analyst Yes. Okay. All right.

image for news Corpay, Inc. (CPAY) Presents At Jefferies 2025 Global FinTech Conference Transcript

Dollar Tree Sales Climb as Wealthy Shoppers Trade Down — Positive

DLTR   PYMNTS — September 03, 2025

Dollar Tree said wealthier shoppers are increasingly driving sales as consumers hunt bargains. The discount retailer released second-quarter earnings Wednesday (Sept.

image for news Dollar Tree Sales Climb as Wealthy Shoppers Trade Down

The stock popped 6% in premarket trading, adding tens of billions in market value within hours.

image for news Alphabet shares soar 8% after Google gets favorable antitrust ruling in landmark case

Amazon's AI Features Boost Shopping: More Upside for Ecommerce Giant? — Positive

AMZN   Zacks Investment Research — September 03, 2025

AMZN's AI shopping tools drive 13% revenue growth to $167.7B in the second quarter, with ad revenues surging 23% as rivals Walmart, Alibaba chase innovation.

image for news Amazon's AI Features Boost Shopping: More Upside for Ecommerce Giant?

Mondelez International, Inc. (NASDAQ:MDLZ ) Barclays 18th Annual Global Consumer Staples Conference 2025 September 3, 2025 8:15 AM EDT Company Participants Dirk Van de Put - Chairman & CEO Luca Zaramella - Executive VP & CFO Conference Call Participants Andrew Lazar - Barclays Bank PLC, Research Division Presentation Andrew Lazar MD & Senior Research Analyst Great. Good morning, everybody.

image for news Mondelez International, Inc. (MDLZ) Presents At Barclays 18th Annual Global Consumer Staples Conference 2025 Transcript

NIO Post-Q2 Results Analysis: How Should You Play the Stock Now? — Positive

NIO   Zacks Investment Research — September 03, 2025

NIO shares rise despite Q2 miss on both fronts as strong delivery forecasts, new models and battery swap tech fuel optimism.

image for news NIO Post-Q2 Results Analysis: How Should You Play the Stock Now?

MRK Posts Cholesterol Drug Data, Focus Shifts Back to Its Pipeline — Positive

MRK   Zacks Investment Research — September 03, 2025

Merck advances growth with phase III pipeline backed by positive data for its potential first oral PCSK9 inhibitor.

image for news MRK Posts Cholesterol Drug Data, Focus Shifts Back to Its Pipeline