Ready Capital Corporation (NYSE:RC ) Q3 2025 Earnings Conference Call August 8, 2025 8:30 AM ET Company Participants Adam Zausmer - Chief Credit Officer Andrew Ahlborn - CFO & Secretary Thomas Edward Capasse - Chairman, CEO & Chief Investment Officer Conference Call Participants Christopher Whitbread Patrick Nolan - Ladenburg Thalmann & Co. Inc., Research Division Crispin Elliot Love - Piper Sandler & Co., Research Division Douglas Michael Harter - UBS Investment Bank, Research Division Jade Joseph Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division Randy Binner - B. Riley Securities, Inc., Research Division Operator Greetings.

WeRide Inc. is aggressively expanding its robotaxi operations globally, securing key permits and partnerships, but faces high operational losses and heavy dilution. Despite strong revenue growth and advanced tech like HPC 3.0, WeRide's scale and margins lag far behind its lofty valuation multiples. The company's cash position is solid, but break-even requires a massive revenue jump; further dilution remains a risk if growth stalls.

WARREN, N.J., Aug. 08, 2025 (GLOBE NEWSWIRE) -- Tevogen (“Tevogen Bio Holdings Inc.” or “Company”) (Nasdaq: TVGN), today announced an update on institutional ownership of the Company's outstanding common stock, as reported by institutional investment managers on Form 13F filed with the Securities and Exchange Commission (SEC).

TTD slides 30% pre-market despite strong revenue growth and CTV momentum, as Q2 EPS misses estimates by 2.4%.

GoDaddy posts Q2 earnings beat with double-digit A&C growth, raises 2025 revenue outlook despite customer declines.

Crocs stock (NASDAQ:CROX) has just taken a severe hit – down 30% following disappointing guidance and the announcement that they are reducing orders for the remainder of the year. While the stock may appear inexpensive at 7x forward earnings, there is a strong likelihood that this is not the lowest point.

Recursion Pharmaceuticals (NASDAQ:RXRX) stock is one of those lesser-known mid-cap biotech plays that investors may be interested in buying on weakness, primarily because of its dealings with the great GPU kingpin Nvidia (NASDAQ:NVDA).

Puma Biotechnology tops second-quarter earnings and revenue estimates as rising Nerlynx sales drive growth.

MSI posts record Q2 revenue and beats earnings estimates, powered by strong orders and rising demand across key segments.

XOM bets on offshore Guyana and Permian output growth to power long-term gains, despite weak share performance.

PECO, BRX and UE are poised to thrive as retail REITs ride on resilient demand, tight supply and experiential trends.

Although the revenue and EPS for Vistra (VST) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Although the revenue and EPS for Fox Factory Holding (FOXF) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

OpenAI launched ChatGPT-5 to the public Thursday evening, the latest model for the private company everyone's watching. However, as Jeff Pierce notes, it could also be bullish for Microsoft (MSFT).

Chemours is showing financial improvement, especially in Opteon refrigerants, despite industry headwinds and a recent dividend cut. The company's legal overhang is easing after a favorable New Jersey PFAS settlement, freeing up future cash flow and reducing uncertainty. Balance sheet leverage remains high, but improving free cash flow in the second half should reduce net debt and support the current dividend.

OCI is the only hyperscaler capable of delivering 200+ AI and cloud services at the edge, in a customer's data center, across clouds, or in the public cloud AUSTIN, Texas , Aug. 8, 2025 /PRNewswire/ -- For the third consecutive year, Oracle has been named a Leader in the Gartner® Magic Quadrant™ for Strategic Cloud Platform Services. A complimentary copy of the report is available here.

I reiterate my buy rating for Tradeweb Markets as growth drivers remain robust and execution is strong across rates, international, and acquisitions. 2Q25 results exceeded expectations: revenue up 26.7% y/y, record trading volumes, and expanding margins confirm the durability of TW's growth engine. ICD integration is a key milestone, unlocking new TAM and validating the cross-sell opportunity, while automation deepens client stickiness even during volatility.

On Holding AG has outperformed peers, but its sky-high valuation offers no further upside for investors. Despite strong revenue growth, expanding margins, and a robust balance sheet, future growth faces headwinds from market saturation and weak consumer sentiment. Margin expansion potential appears limited as ON approaches a ceiling in direct-to-consumer sales mix and faces increased competition.

Ares Capital (ARCC) delivered a solid 2.9% NAV return in Q2, maintaining a stable dividend and strong portfolio credit metrics. Portfolio quality remains solid, though non-accruals and internal ratings worsened slightly; management remains cautious on leverage. Given its elevated valuation, we would wait for a pullback relative to the sector before adding a position.

SoundHound AI (NASDAQ:SOUN) jumped 32.4% on Friday after the voice artificial intelligence firm reported second-quarter results that beat expectations and raised its full-year revenue guidance, buoyed by strong demand across automotive, restaurant, and retail sectors. The company posted a narrower-than-expected adjusted loss of $0.05 per share, compared to Wall Street estimates of a $0.10 loss.