ASM Gears Up to Report Q2 Earnings: What's in Store for the Stock? — Positive
ASM Zacks Investment Research — August 11, 2025Avino Silver is set to report Q2 results, with revenue growth expected but earnings projected to stay flat year over year.
American Tower Corporation (AMT) Presents at KeyBanc Capital Markets Technology Leadership Forum — Neutral
AMT Seeking Alpha — August 11, 2025American Tower Corporation (NYSE:AMT ) KeyBanc Capital Markets Technology Leadership Forum August 11, 2025 1:00 PM ET Company Participants Edward M. Knapp - Senior VP & CTO Conference Call Participants Brandon Lee Nispel - KeyBanc Capital Markets Inc., Research Division Brandon Lee Nispel Good morning, everybody.
There's always been a lot of competition in the beverage market, says Dutch Bros CEO Barone — Neutral
BROS CNBC Television — August 11, 2025Dutch Bros President and CEO Christine Barone joins CNBC's ‘The Exchange' to discuss consumer trends, the company's expansion plans, and more.
Some call the Sussexes' Netflix deal a demotion - but the company still sees them as a power couple — Neutral
NFLX Skynews — August 11, 2025While we're all desperate to know what this new deal is really worth in dollars and pounds, one thing I can tell you for certain is that Prince Harry and Meghan want us to know they're delighted that Netflix again wanted to get a deal done.
AMC Entertainment: An Impressive Showing Justifies An Upgrade — Positive
AMC Seeking Alpha — August 11, 2025AMC Entertainment's Q2 2025 results beat expectations, with revenue up 35.6% and attendance rising sharply, signaling a surprising box office recovery. Profitability metrics improved significantly, with net losses narrowing and EBITDA rising, while net debt and dilution slowed modestly. Industry-wide box office strength and AMC's operational enhancements, like premium experiences and tech upgrades, are driving better performance.
Amazon continues to deliver robust growth and expanding profitability, driven by AI, AWS, advertising, and international operations despite its massive scale. AWS remains the financial engine, but market concerns over slower profit growth and heavy Capex have pressured the stock price. I believe Amazon's aggressive investment in infrastructure and innovation is justified and will drive long-term revenue and margin expansion.
Gerdau's investment case hinges on U.S. market strength and operational diversification, offsetting cyclical steel risks and challenging Brazilian exposure. Recent results show North America driving EBITDA growth, with resilient margins and operational moats, while Brazil shows early signs of stabilization. Capital allocation remains disciplined, with CapEx peaking in 2025, supporting a robust dividend/buyback outlook and potential for improved free cash flow.
15% "Tax" on NVDA & AMD: What It Means for A.I. Outlook — Negative
AMD NVDA Schwab Network — August 11, 2025John Freeman says the 15% revenue pull from Nvidia (NVDA) and AMD Inc. (AMD) Chinese chip revenue is still better than the alternative of not making profits at all. That said, he still believes both companies should be allowed to see all their products without having part of their revenue pulled.
The retail trade earnings setup. JPMorgan's Chris Horvers breaks it down — Neutral
HD LOW TGT WMT XRT CNBC Television — August 11, 2025Chris Horvers, J.P. Morgan senior retail analyst, joins 'The Exchange' to discuss the setup for retail earnings, impact from tariffs and the strong July consumer spending data.
Nvidia Corporation's 36% pre-earnings rally implies the market expects a double-digit beat for the upcoming Q2 report. Historical data shows strong correlation between pre-report price surges and subsequent earnings surprises, supporting expectations for another significant beat. Hyperscaler Capex trends, especially from Alphabet and Microsoft, point to the potential for Nvidia to significantly exceed consensus revenue estimates.
Canopy Growth Rallies On News Of Possible Rescheduling From Trump — Positive
CGC Seeking Alpha — August 11, 2025President Trump announced Monday that his administration will consider cannabis rescheduling over the next few weeks. Canopy Growth rallied 24% on the news; Canadian LPs were up across the board. Canopy Growth reported improved Q1-2026 earnings last Friday with revenue growth and improved net loss.
State regulators grant time for FPL and key stakeholders to finalize settlement that keeps customer bills well below national average — Neutral
NEE PRNewsWire — August 11, 2025JUNO BEACH, Fla. , Aug. 11, 2025 /PRNewswire/ -- State regulators unanimously agreed today to give Florida Power & Light Company and key stakeholder groups time to finalize a comprehensive four-year rate settlement that would keep customer bills well below the national average through the end of the decade.
United States Cellular Corporation (USM) Q2 2025 Earnings Call Transcript — Neutral
USM Seeking Alpha — August 11, 2025United States Cellular Corporation (NYSE:USM ) Q2 2025 Earnings Conference Call August 11, 2025 10:00 AM ET Company Participants Colleen Thompson - Former Vice President of Corporate Relations Telephone and Data Systems, Inc. Douglas W. Chambers - Interim CEO, Interim President & Director United States Cellular Corporation Kristina Bothfeld - VP of Finance & CFO TDS Vicki L.
Is GEICO the Cornerstone of Berkshire Hathaway's Insurance Growth? — Positive
BRK-A BRK-B Zacks Investment Research — August 11, 2025GEICO's cost-efficient model and steady float make it the driving force behind Berkshire Hathaway's insurance growth.
TKO Group Stock Ripe for Short Squeeze After UFC Deal — Positive
TKO Schaeffers Research — August 11, 2025TKO Group Holdings Inc (NYSE:TKO) stock is up 8.4% to trade at $177.05 at last check, after Paramount Skydance (PARA) revealed it will buy U.S. rights to UFC for $7.7 billion for seven years, starting in 2026.
Telephone and Data Systems, Inc. (TDS) Q2 2025 Earnings Call Transcript — Neutral
TDS Seeking Alpha — August 11, 2025Telephone and Data Systems, Inc. (NYSE:TDS ) Q2 2025 Earnings Conference Call August 11, 2025 10:00 AM ET Company Participants Colleen Thompson - Former Vice President of Corporate Relations Telephone and Data Systems, Inc. Douglas W. Chambers - Interim CEO, Interim President & Director United States Cellular Corporation Kristina Bothfeld - VP of Finance & CFO TDS Vicki L.
AppLovin: A Value-Creating Machine Still Only In First Gear — Positive
APP Seeking Alpha — August 11, 2025AppLovin Corporation has delivered exceptional Q2 results with rapid revenue, profit, and margin expansion. The AXON platform's staged rollout into ecommerce is designed to maximize early performance and build a strong data moat. Valuation metrics, particularly its low PEG ratio, suggest APP remains attractively priced relative to growth potential.
Trump tried slowing China's AI development. He may have hurt Nvidia instead. — Negative
NVDA Market Watch — August 11, 2025Nvidia finds itself caught between its competition and the Trump administration.
Microsoft's GitHub chief is leaving as competition ramps up in AI coding market — Negative
MSFT CNBC — August 11, 2025Thomas Dohmke, who has been leading Microsoft GitHub since 2021, is leaving the company. Since Dohmke took over GitHub as CEO, the unit has more than doubled its user base.