Roivant Sciences Ltd. (ROIV) Q1 2025 Earnings Call Transcript — Neutral

ROIV   Seeking Alpha — August 11, 2025

Roivant Sciences Ltd. (NASDAQ:ROIV ) Q1 2025 Earnings Call August 11, 2025 8:00 AM ET Company Participants Matthew Gline - CEO & Director Stephanie Lee Griffin - Vice President of Special Projects Conference Call Participants Corinne Johnson - Goldman Sachs Group, Inc., Research Division David Reed Risinger - Leerink Partners LLC, Research Division Douglas Dylan Tsao - H.C.

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Ford's CEO just threw down the gauntlet at BYD and Tesla with its own $30K EV truck — Positive

F   Business Insider — August 11, 2025

Ford CEO Jim Farley unveiled plans for a midsize EV truck starting at $30,000. Farley said the automaker is making an additional $2 billion investment in EV production.

image for news Ford's CEO just threw down the gauntlet at BYD and Tesla with its own $30K EV truck

Should You Buy, Hold or Sell JOBY Stock Post Q2 Earnings? — Negative

JOBY   Zacks Investment Research — August 11, 2025

Despite a wider Q2 loss and decline in revenues, JOBY's commercialization moves and the Blade Air Mobility deal are likely to boost its air taxi ambitions.

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Is on! Brand Growth Enough to Offset MST Declines at Altria? — Neutral

MO   Zacks Investment Research — August 11, 2025

MO's on! sales jump in the second quarter, but MST declines and pouch share losses raise questions about sustaining growth.

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REDWOOD CITY, Calif.--(BUSINESS WIRE)-- #NHL26--Electronic Arts Inc. (NASDAQ: EA) today announced a groundbreaking new partnership with the National Hockey League to integrate official NHL EDGE data directly into EA SPORTS™ NHL® 26, marking a new era for authenticity in sports gaming and entertainment. This collaboration brings the same advanced analytics used by NHL teams into the hands of players and fans, powering the all-new ICE-Q 2.0 gameplay system for the most realistic hockey gameplay ever. For.

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While Under Armour Inc UAA has the potential for a turnaround in the longer term, it could face margin pressure from tariffs and wholesale uncertainty in the near term, according to BofA Securities.

image for news Under Armour's Q2 Sales Could Be Weakest Of 2025: BofA Securities Explains

Wheaton Precious Metals Q2 Earnings Beat Estimates, Revenues Rise Y/Y — Positive

WPM   Zacks Investment Research — August 11, 2025

WPM posts record Q2 revenues on higher prices and GEO sales, with earnings surging nearly 91% y/y.

image for news Wheaton Precious Metals Q2 Earnings Beat Estimates, Revenues Rise Y/Y

Honeywell Rises 10% in a Year: How Should You Play the Stock? — Neutral

HON   Zacks Investment Research — August 11, 2025

HON gains 10% in a year on aerospace, building and energy strength, but high debt and automation softness pose risks.

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Oracle's 2025 Rally Is Only Half Over: 5 Reasons Why — Positive

ORCL   MarketBeat — August 11, 2025

Continued demand for cloud infrastructure, AI integration, and database solutions could serve as key catalysts, while Oracle's strong cash flow and history of shareholder returns add further support to the bullish case.

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D-Wave Quantum's Multi-Front Growth: Target Price Sees 17% Upside — Positive

QBTS   Zacks Investment Research — August 11, 2025

D-Wave Quantum's PyTorch-integrated Quantum AI Toolkit, scaling push and NASA project fuel a 17% target price upside.

image for news D-Wave Quantum's Multi-Front Growth: Target Price Sees 17% Upside

Why Digital and Delivery Speed Could Be Walmart's Secret Weapon — Positive

WMT   Zacks Investment Research — August 11, 2025

WMT nears 95% U.S. delivery coverage in three hours or less, fueling e-commerce growth and boosting global digital profitability.

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IonQ Stock Surges on Quantum Breakthroughs: More Upside Ahead? — Positive

IONQ   Zacks Investment Research — August 11, 2025

IonQ secures major global partnerships and delivers quantum breakthroughs, driving 27% stock gains in three months.

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Manitowoc Q2 Earnings Miss Estimates, Revenues Decline 4% Y/Y — Negative

MTW   Zacks Investment Research — August 11, 2025

MTW posts weaker Q2 results as EPS and revenues miss estimates, though orders grew and the gross margin moved up.

image for news Manitowoc Q2 Earnings Miss Estimates, Revenues Decline 4% Y/Y

Technology ETF (XNTK) Hits New 52-Week High — Positive

XNTK   Zacks Investment Research — August 11, 2025

XNTK surges to a 52-week high, fueled by Apple's big investment plans and sector-wide momentum.

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Alphabet: Why I'm Buying More Shares — Positive

GOOG  GOOGL   Seeking Alpha — August 11, 2025

Alphabet's strong Q2 results, robust AI initiatives, and continued search dominance support significant upside and shareholder value creation. AI product launches and rapid cloud business growth position Alphabet to benefit from digital ad and cloud market expansion, despite rising competition. My updated DCF model indicates Alphabet's fair value is $210.94 per share, about 7% above current levels, with consensus targets even higher.

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SHENZHEN, China , Aug. 11, 2025 /PRNewswire/ -- MicroCloud Hologram Inc. (NASDAQ: HOLO), ("HOLO" or the "Company"), a technology service provider, announced that the company's investment capped at $200 million in Bitcoin and cryptocurrency-related securities derivatives, has achieved cumulative investment returns of $40.45 million to date. This achievement marks a phased breakthrough in the company's strategic layout in digital asset allocation and the integration of cutting-edge technologies, further solidifying its leading position in the intersection of holographic technology and blockchain innovation.

image for news MicroCloud Hologram Inc. Announces Significant Returns from Crypto Asset Strategic Investment: Cumulative Investment Returns Reach $40.45 Million

CEVA, Inc. (CEVA) Q2 2025 Earnings Call Transcript — Neutral

CEVA   Seeking Alpha — August 11, 2025

CEVA, Inc. (NASDAQ:CEVA ) Q2 2025 Earnings Conference Call August 11, 2025 8:30 AM ET Company Participants Amir Panush - CEO & Director Richard Kingston - Vice President of Market Intelligence, Investor & Public Relations Yaniv Arieli - CFO & Treasurer Conference Call Participants Chris Reimer - Barclays Bank PLC, Research Division Kevin Edward Cassidy - Rosenblatt Securities Inc., Research Division Suji Desilva - ROTH Capital Partners, LLC, Research Division Zhihua Yang - Oppenheimer & Co. Inc., Research Division Operator Good morning, and welcome to the CEVA, Inc. Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note today's event …

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monday.com Ltd. (MNDY) Q2 2025 Earnings Call Transcript — Neutral

MNDY   Seeking Alpha — August 11, 2025

monday.com Ltd. (NASDAQ:MNDY ) Q2 2025 Earnings Conference Call August 11, 2025 8:30 AM ET Company Participants Byron Stephen - Director of Investor Relations Eliran Glazer - Chief Financial Officer Eran Zinman - Co-Founder, Co-CEO & Director Roy Mann - Co-Founder, Co-CEO & Director Conference Call Participants Aleksandr J.

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AI Won't Run Without Marvell Technology — Neutral

MRVL   Seeking Alpha — August 11, 2025

AI Won't Run Without Marvell Technology

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Comerica in the M&A Spotlight: What's Driving Acquisition Interests? — Negative

CMA   Zacks Investment Research — August 11, 2025

On Comerica Incorporated's CMA second-quarter 2025 earnings call, two experienced sell-side research analysts — David George and Mike Mayo — questioned the company regarding its historical underperformance and whether Comerica would sell itself. In response to this, CEO Curtis Farmer hinted at the bank's openness to mergers and acquisitions (M&A).

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