ASM Gears Up to Report Q2 Earnings: What's in Store for the Stock? — Positive

ASM   Zacks Investment Research — August 11, 2025

Avino Silver is set to report Q2 results, with revenue growth expected but earnings projected to stay flat year over year.

image for news ASM Gears Up to Report Q2 Earnings: What's in Store for the Stock?

American 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.

image for news American Tower Corporation (AMT) Presents at KeyBanc Capital Markets Technology Leadership Forum

Dutch Bros President and CEO Christine Barone joins CNBC's ‘The Exchange' to discuss consumer trends, the company's expansion plans, and more.

image for news There's always been a lot of competition in the beverage market, says Dutch Bros CEO Barone

While 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.

image for news Some call the Sussexes' Netflix deal a demotion - but the company still sees them as a power couple

AMC Entertainment: An Impressive Showing Justifies An Upgrade — Positive

AMC   Seeking Alpha — August 11, 2025

AMC 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.

image for news AMC Entertainment: An Impressive Showing Justifies An Upgrade

Amazon: Why AWS's Growth Is Still The Key — Positive

AMZN   Seeking Alpha — August 11, 2025

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.

image for news Amazon: Why AWS's Growth Is Still The Key

Gerdau: A More Bullish Outlook Ahead Of H2 — Positive

GGB   Seeking Alpha — August 11, 2025

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.

image for news Gerdau: A More Bullish Outlook Ahead Of H2

Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Rebounds From Multi-Week Lows — Positive

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   FXEmpire — August 11, 2025

Oil markets are moving higher at the start of the week.

image for news Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Rebounds From Multi-Week Lows

15% "Tax" on NVDA & AMD: What It Means for A.I. Outlook — Negative

AMD  NVDA   Schwab Network — August 11, 2025

John 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.

image for news 15% "Tax" on NVDA & AMD: What It Means for A.I. Outlook

The retail trade earnings setup. JPMorgan's Chris Horvers breaks it down — Neutral

HD  LOW  TGT  WMT  XRT   CNBC Television — August 11, 2025

Chris 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.

image for news The retail trade earnings setup. JPMorgan's Chris Horvers breaks it down

Nvidia Must Deliver Major Q2 Beat — Positive

NVDA   Seeking Alpha — August 11, 2025

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.

image for news Nvidia Must Deliver Major Q2 Beat

Canopy Growth Rallies On News Of Possible Rescheduling From Trump — Positive

CGC   Seeking Alpha — August 11, 2025

President 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.

image for news Canopy Growth Rallies On News Of Possible Rescheduling From Trump

JUNO 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.

image for news State regulators grant time for FPL and key stakeholders to finalize settlement that keeps customer bills well below national average

United States Cellular Corporation (USM) Q2 2025 Earnings Call Transcript — Neutral

USM   Seeking Alpha — August 11, 2025

United 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.

image for news United States Cellular Corporation (USM) Q2 2025 Earnings Call Transcript

Is GEICO the Cornerstone of Berkshire Hathaway's Insurance Growth? — Positive

BRK-A  BRK-B   Zacks Investment Research — August 11, 2025

GEICO's cost-efficient model and steady float make it the driving force behind Berkshire Hathaway's insurance growth.

image for news Is GEICO the Cornerstone of Berkshire Hathaway's Insurance Growth?

TKO Group Stock Ripe for Short Squeeze After UFC Deal — Positive

TKO   Schaeffers Research — August 11, 2025

TKO 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.

image for news TKO Group Stock Ripe for Short Squeeze After UFC Deal

Telephone and Data Systems, Inc. (TDS) Q2 2025 Earnings Call Transcript — Neutral

TDS   Seeking Alpha — August 11, 2025

Telephone 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.

image for news Telephone and Data Systems, Inc. (TDS) Q2 2025 Earnings Call Transcript

AppLovin: A Value-Creating Machine Still Only In First Gear — Positive

APP   Seeking Alpha — August 11, 2025

AppLovin 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.

image for news AppLovin: A Value-Creating Machine Still Only In First Gear

Nvidia finds itself caught between its competition and the Trump administration.

image for news Trump tried slowing China's AI development. He may have hurt Nvidia instead.

Thomas 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.

image for news Microsoft's GitHub chief is leaving as competition ramps up in AI coding market