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.

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.

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

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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

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.

AAON, Inc. (NASDAQ:AAON ) Q2 2025 Earnings Conference Call August 11, 2025 9:00 AM ET Company Participants Joseph Logan Mondillo - Director of Investor Relations Matthew J. Tobolski - President, CEO & Director Rebecca A.

CoreWeave is a unique, high-growth AI infrastructure leader with a strong moat, validated by explosive revenue and major contracts with OpenAI and Microsoft. Despite volatility and risks like lock-up expiration and high cash burn, I see long-term opportunity as the market overreacts to short-term uncertainty. CoreWeave's specialized AI cloud platform and operational expertise give it a competitive edge, making it indispensable even to giants like Microsoft.

New Leadership to Fuel Growth and Deepen Industry Impact Across the Southeast ATLANTA , Aug. 11, 2025 /PRNewswire/ -- Comcast today announced that Nick Kask has been named Vice President of Finance and Business Operations for the company's Big South Region. In this role, Kask will oversee financial planning, project execution, customer experience, and operational strategy to support Comcast's continued expansion and performance across the region.

Getting stuck in sideways purgatory can leave traders flummoxed. Should they cut bait or ride out the position in hopes that it will eventually trend upwards?