Amazon's AI Gambit: The Threat Nvidia Didn't See Coming — Positive
AMZN Seeking Alpha — August 05, 2025Amazon.com, Inc.'s custom Inferentia chips and SageMaker integration position it to dominate the fast-growing AI inference market, challenging Nvidia's dominance in AI infrastructure. The economics of Inferentia enable Amazon to offer AI inference at 70% lower cost with comparable performance, unlocking new use-cases and driving AWS growth. Amazon's Q2 2025 revenue almost matched its Q4 holiday peak, signaling new growth engines beyond e-commerce, notably AWS expansion and operational efficiency.

Wall Street Is Even More Bullish on Palantir Stock After Blowout Results — Neutral
PLTR Investopedia — August 05, 2025Palantir Technologies (PLTR) shares show no signs of slowing down.

Curis, Inc. (NASDAQ:CRIS ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Ahmed M. Hamdy - Chief Medical Officer Diantha Duvall - CFO and Principal Financial & Accounting Officer James E.

NBIS Q2 Earnings Coming Up: How Should You Play the Stock? — Positive
NBIS Zacks Investment Research — August 05, 2025NBIS gears up for Q2 results amid soaring AI demand, rising capex and stiff competition from cloud giants.

In trading on Tuesday, shares of Home Depot crossed above their 200 day moving average of $383.64, changing hands as high as $384.58 per share. Home Depot shares are currently trading up about 0.4% on the day.

Fresenius Medical Care AG (FMS) Q2 2025 Earnings Call Transcript — Neutral
FMS Seeking Alpha — August 05, 2025Fresenius Medical Care AG (NYSE:FMS ) Q2 2025 Earnings Call August 5, 2025 8:00 AM ET Company Participants s - Corporate Participant o - Corporate Participant P - Corporate Participant Dominik Heger - Executive VP and Head of Investor Relations, Strategic Development & Communications Helen Giza - Chair of Management Board & CEO Martin Fischer - CFO & Member of the Management Board Conference Call Participants David James Adlington - JPMorgan Chase & Co, Research Division Falko Friedrichs - Deutsche Bank AG, Research Division Graham Doyle - UBS Investment Bank, Research Division Hassan Al-Wakeel - Barclays Bank PLC, Research Division …

CNBC's Brandon Gomez joins 'Squawk on the Street' to discuss the latest earnings from Hims & Hers.

Shareholder Alert: The Ademi Firm investigates whether STAAR Surgical Company is obtaining a Fair Price for its Public Shareholders — Neutral
STAA PRNewsWire — August 05, 2025MILWAUKEE , Aug. 5, 2025 /PRNewswire/ -- The Ademi Firm is investigating STAAR (NASDAQ: STAA) for possible breaches of fiduciary duty and other violations of law in its transaction with Alcon Inc. Click here to learn how to join our investigation and obtain additional information or contact us at [email protected] or toll-free: 866-264-3995. There is no cost or obligation to you.

BioMarin Beats on Q2 Earnings & Sales, Stock Gains on Raised '25 View — Positive
BMRN Zacks Investment Research — August 05, 2025BMRN's Q2 earnings surge 50% on strong Voxzogo and enzyme therapy sales, prompting a raised 2025 revenue and EPS outlook.

DEADLINE ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Hims & Hers Health — Neutral
HIMS GlobeNewsWire — August 05, 2025Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $50,000 In Hims To Contact Him Directly To Discuss Their Options

Waymo's Expansion Spooks Uber — Is Lyft The Smarter AV Play? — Negative
GOOG GOOGL LYFT UBER Benzinga — August 05, 2025When Alphabet Inc‘s GOOGL GOOG Waymo announced a robotaxi rollout in Dallas via Avis without Uber Technologies Inc UBER, investors got nervous, sending Uber shares into a mini tailspin. But while Uber scurried, LYFT Inc LYFT quietly stuck to its playbook: smart partnerships, controlled risk, and expansion without drama.

Amazon Enters Correction Zone: Time to Panic or Be Brave? — Neutral
AMZN MarketBeat — August 05, 2025Tech giant Amazon.com Inc NASDAQ: AMZN delivered one of its better headline beats in last week's earnings report, yet the stock has shed 10% in just two sessions. The swift drop follows a stunning 45% rally from April's low, a run that left little room for anything short of perfection.

Orthofix Medical Inc. (OFIX) Q2 2025 Earnings Call Transcript — Neutral
OFIX Seeking Alpha — August 05, 2025Orthofix Medical Inc. (NASDAQ:OFIX ) Q2 2025 Earnings Conference Call August 5, 2025 8:30 AM ET Company Participants Julie B. Andrews - Chief Financial Officer Julie D.

Join FatPipe's Exclusive Live Investor Webinar and Q&A Session on August 7 — Neutral
FATN PRNewsWire — August 05, 2025SALT LAKE CITY , Aug. 5, 2025 /PRNewswire/ -- FatPipe, Inc. FatPipe, Inc. (NASDAQ: FATN) ("FatPipe" or the "Company"), a pioneer in enterprise-class, application-aware, secure software-defined wide area network ("SD-WAN") solutions that provide the highest levels of reliability, security, and optimization for Wide Area Networks (WANs), is pleased to invite investors to a webinar on August 7, 2025, at 4:15 p.m. ET. The exclusive event, hosted by RedChip Companies, will feature FatPipe's Chairman and CEO, Dr. Ragula Bhaskar.

InfuSystem Holdings, Inc. (INFU) Q2 2025 Earnings Call Transcript — Neutral
INFU Seeking Alpha — August 05, 2025InfuSystem Holdings, Inc. (NYSE:INFU ) Q2 2025 Earnings Conference Call August 5, 2025 9:00 AM ET Company Participants Barry G. Steele - Executive VP & CFO Carrie A.

Coinbase to raise $2B through convertible debt offering — Neutral
COIN Proactive Investors — August 05, 2025Coinbase Global Inc (NASDAQ:COIN) said on Tuesday it plans to raise $2 billion through a private offering of convertible senior notes, with $1 billion each due in 2029 and 2032. Shares fell nearly 5% in Tuesday morning trading as investors digested the new fundraising plan.

Stifel reiterates ‘buy' and price target on Seeing Machines as production hits record levels — Positive
SEEMF SF Proactive Investors — August 05, 2025Stifel has reiterated its ‘buy' recommendation and price target on Seeing Machines Ltd (AIM:SEE, OTC:SEEMF) following a trading update showing record quarterly production and strong aftermarket growth. The broker highlighted that production of the company's driver monitoring technology accelerated sharply.

Tesla stock price prediction after Musk is slapped with Robotaxi lawsuit — Negative
TSLA Finbold — August 05, 2025Tesla (NASDAQ: TSLA) is facing fresh legal trouble that could impact its valuation and investor sentiment.

ConocoPhillips' Q2 Earnings on Deck: Remain Invested in the Stock? — Neutral
COP Zacks Investment Research — August 05, 2025COP expects Q2 earnings of $1.36 per share, down 31% year over year, despite a forecasted 21% rise in output.
